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 |
|---|---|---|---|---|---|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,801
shares
|
$449,392
0.34% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,794
shares
|
$448,564
0.03% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,785
shares
|
$447,500
0.01% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,779
shares
|
$446,791
0.01% of portfolio
|
Q3 2024
Added 44.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,770
shares
|
$445,727
0.01% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,769
shares
|
$445,608
0.01% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,741
shares
|
$442,298
0.0% of portfolio
|
Q3 2022
Added 1.11%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,738
shares
|
$441,943
0.19% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
3,710
shares
|
$438,633
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
3,702
shares
|
$437,687
0.13% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
3,696
shares
|
$436,978
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
3,689
shares
|
$436,150
0.32% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
3,685
shares
|
$435,677
0.15% of portfolio
|
Q1 2024
Reduced 86.41%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
3,661
shares
|
$432,840
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
3,655
shares
|
$432,130
0.25% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
3,650
shares
|
$431,539
0.02% of portfolio
|
Q2 2023
Reduced 0.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,638
shares
|
$430,120
0.0% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,632
shares
|
$429,411
0.01% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,632
shares
|
$429,411
0.0% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
3,618
shares
|
$427,756
0.01% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 06, 2025 Q4 2024 |
3,610
shares
|
$426,810
0.15% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,591
shares
|
$424,563
0.04% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
3,546
shares
|
$419,243
0.01% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,538
shares
|
$418,297
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
3,535
shares
|
$417,943
0.04% of portfolio
|
Q3 2024
Reduced 4.33%
|