Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,091 institutions that hold shares in the stock, with a total of 56.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jlb & Associates Inc
|
Oct 02, 2024 Q3 2024 |
22,103
shares
|
$2.61 Million
0.43% of portfolio
|
Q3 2024
Reduced 65.84%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
21,736
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
21,427
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
20,739
shares
|
$2.45 Million
0.12% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
20,163
shares
|
$2.38 Million
0.32% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
20,144
shares
|
$2.38 Million
0.17% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
19,811
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
19,736
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2024
Added 534.8%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
19,564
shares
|
$2.31 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
19,335
shares
|
$2.29 Million
0.55% of portfolio
|
Q2 2024
Added 9.54%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
19,229
shares
|
$2.27 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
19,173
shares
|
$2.27 Million
1.34% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
19,147
shares
|
$2.26 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
18,896
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
18,841
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
18,719
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
18,716
shares
|
$2.21 Million
0.18% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
18,716
shares
|
$2.21 Million
0.21% of portfolio
|
Q3 2023
Reduced 8.58%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
18,692
shares
|
$2.21 Million
1.21% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
18,590
shares
|
$2.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
18,287
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
Added 20.1%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,259
shares
|
$2.16 Million
0.04% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
18,214
shares
|
$2.15 Million
0.72% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
18,189
shares
|
$2.15 Million
0.7% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
17,874
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.62%
|