Institutional Ownership Diageo PLC (DEO)
This table provides information about the institutional ownership of Diageo PLC (DEO). We have compiled data on the 1,090 institutions that hold shares in the stock, with a total of 56.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
40,373
shares
|
$5.07 Million
0.11% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
40,273
shares
|
$5.06 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
40,222
shares
|
$5.06 Million
0.14% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
40,148
shares
|
$5.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
40,104
shares
|
$5.04 Million
0.75% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
39,618
shares
|
$4.98 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
39,298
shares
|
$4.94 Million
0.7% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
39,266
shares
|
$4.94 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
39,264
shares
|
$4.94 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
39,189
shares
|
$4.93 Million
0.07% of portfolio
|
Q3 2024
Added 420.51%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
39,166
shares
|
$4.92 Million
0.1% of portfolio
|
Q3 2024
Added 26.2%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
39,138
shares
|
$4.92 Million
0.19% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,983
shares
|
$4.9 Million
0.42% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
37,737
shares
|
$4.74 Million
0.02% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
37,644
shares
|
$4.73 Million
0.02% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,444
shares
|
$4.71 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
36,867
shares
|
$4.63 Million
0.38% of portfolio
|
Q3 2024
Added 17372.51%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
36,795
shares
|
$4.62 Million
0.06% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
36,018
shares
|
$4.53 Million
0.8% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
35,569
shares
|
$4.47 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
35,358
shares
|
$4.44 Million
0.02% of portfolio
|
Q3 2024
Added 80.17%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
35,251
shares
|
$4.43 Million
0.5% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
35,220
shares
|
$4.43 Million
0.41% of portfolio
|
Q3 2024
Added 29.39%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
34,974
shares
|
$4.4 Million
0.68% of portfolio
|
Q3 2024
Added 185.53%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
34,440
shares
|
$4.33 Million
1.61% of portfolio
|
Q3 2024
Added 5.29%
|