Skip to main content
Livermore
Livermore
ZHEN

Diageo PLC

DEO
Exchange
NYSE
Industry
Beverages
SEC CIK
0000835403

No open-market purchases or sales by Diageo PLC insiders were filed in the last 90 days; 728 institutions reported holding it in 13F filings for Q2 2026, worth $4.54B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.

Other share classesDGEAF

Q3 2024 vs. Q2 2024

How the institutions holding Diageo PLC changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of DEO: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders95111965+25
Shares58.8M1.46M59.9M+2.56M (+4.5%)
Value$7.40B$184.0M$8.32B+$1.11B (+15.4%)

11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (117)

Institutions that held Diageo PLC at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 117 by value.

Institutions new to DEO in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.1,223,466$171.7M0.00%
Aristotle Capital Management, LLC570,938$80.1M0.15%
Townsend & Associates, Inc94,826$12.7M1.31%
Renaissance Technologies LLC63,200$8.87M0.01%
Allied Investment Advisors, LLC62,044$8.71M1.72%
Erste Asset Management GmbH52,237$7.33M0.09%
Mediolanum International Funds Ltd178,105$6.32M0.09%
Verition Fund Management LLC45,055$6.32M0.04%
Pensionmark Financial Group, LLC39,264$5.51M0.17%
Aquatic Capital Management LLC23,200$3.26M0.09%
Y-Intercept (Hong Kong) Ltd19,229$2.70M0.17%
Benjamin Edwards Inc16,221$2.28M0.03%
Trexquant Investment LP15,734$2.21M0.03%
Capital Wealth Planning, LLC15,495$2.17M0.02%
Financial Gravity Companies, Inc.12,534$1.76M0.47%
Fulton Bank, N.A.11,120$1.56M0.06%
Canoe Financial LP9,167$1.29M0.03%
GTS Securities LLC8,885$1.25M0.03%
Verdence Capital Advisors LLC8,149$1.14M0.09%
Sterling Capital Management LLC7,664$1.08M0.01%
Raleigh Capital Management Inc.7,503$1.05M0.41%
Squarepoint Ops LLC7,460$1.05M0.00%
Wolverine Trading, LLC6,430$905.2K0.02%
Norden Group LLC5,120$718.6K0.08%
Reuter James Wealth Management, LLC4,640$651.2K0.12%
Atlanta Consulting Group Advisors, LLC4,614$647.5K0.16%
Henshaw Capital LLC4,479$628.6K0.03%
Carnegie Lake Advisors LLC3,900$547.0K0.22%
Pacitti Group Inc.3,696$521.4K0.25%
Winning Points Advisors, LLC3,457$517.8K0.98%
Fortitude Family Office, LLC3,571$501.2K0.20%
International Assets Investment Management, LLC69,609$496.0K0.00%
Bridgefront Capital, LLC3,165$444.2K0.17%
FSB Premier Wealth Management, Inc.3,120$437.9K0.18%
Intrust Bank NA2,846$399.4K0.04%
Keudell/Morrison Wealth Management2,653$372.3K0.10%
Pitcairn Co2,633$369.5K0.02%
44 Wealth Management LLC2,568$344.6K0.12%
American Capital Advisory, LLC2,447$343.4K0.20%
Arkadios Wealth Advisors2,407$337.8K0.02%
First Bank & Trust2,332$327.3K0.06%
Good Life Advisors, LLC2,302$323.1K0.02%
Sanders Morris Harris LLC2,263$317.6K0.05%
Two Sigma Securities, LLC2,144$300.9K0.02%
Legacy Financial Advisors, Inc.2,109$296.0K0.05%
Allen Investment Management LLC1,983$278.3K0.00%
Kingswood Wealth Advisors, LLC1,914$268.5K0.02%
AQR Capital Management LLC1,873$262.8K0.00%
West Family Investments, Inc.1,871$262.6K0.09%
Thrivent Financial for Lutherans1,859$261.0K0.00%
RDA Financial Network1,834$257.4K0.08%
Bank of Nova Scotia Trust Co1,796$252.1K0.03%
Savant Capital, LLC1,776$249.2K0.00%
Diversified Trust Co1,757$246.6K0.01%
Sunpointe, LLC1,686$240.9K0.20%
DMG Group, LLC1,709$239.8K0.19%
SpiderRock Advisors, LLC1,678$235.6K0.01%
Aspiriant, LLC1,676$235.2K0.01%
Journey Strategic Wealth LLC1,661$233.1K0.01%
FDx Advisors, Inc.1,607$226.0K0.06%
Park National Corp1,610$225.9K0.01%
Lowe Brockenbrough & Co Inc1,579$225.6K0.01%
B&D White Capital Company, LLC1,600$224.5K0.04%
Hara Capital LLC1,585$222.4K0.14%
SOL Capital Management CO1,580$222.0K0.02%
Henry James International Management, Inc.1,577$221.3K0.08%
Paragon Capital Management Ltd1,560$218.9K0.04%
Resonant Capital Advisors, LLC1,517$216.7K0.02%
Wesbanco Bank Inc1,540$216.1K0.01%
Earnest Partners LLC1,529$214.6K0.00%
Albert D Mason Inc1,526$214.2K0.14%
Nixon Peabody Trust Co1,525$214.0K0.02%
Liberty Wealth Management LLC1,521$213.0K0.04%
Schulhoff & Co Inc1,508$211.6K0.09%
Heartwood Wealth Advisors LLC1,481$207.8K0.02%
Newman Dignan & Sheerar, Inc.1,551$206.9K0.05%
Brandywine Oak Private Wealth LLC1,450$203.5K0.02%
Horan Securities, Inc.1,447$203.1K0.08%
Personal Cfo Solutions, LLC1,443$202.5K0.03%
Greenfield Savings Bank1,440$202.1K0.10%
Centennial Wealth Advisory LLC1,436$201.5K0.08%
Fishman Jay A Ltd1,435$201.4K0.02%
Pallas Capital Advisors LLC1,490$200.4K0.01%
Cromwell Holdings LLC1,184$169.1K0.11%
Morse Asset Management, Inc675$94.7K0.02%
Maryland Capital Advisors Inc.396$55.6K0.03%
Davis Capital Management395$55.4K0.04%
CoreFirst Bank & Trust292$41.0K0.02%
Concord Wealth Partners273$38.3K0.01%
Alpine Bank Wealth Management200$28.1K0.00%
Skopos Labs, Inc.177$24.8K0.01%
Planned Solutions, Inc.175$24.6K0.01%
Ashton Thomas Securities, LLC157$22.0K0.00%
Claris Advisors, LLC150$21.1K0.01%
Barclays PLC147$20.6K0.00%
Eastern Bank116$16.3K0.00%
Jaffetilchin Investment Partners, LLC100$14.0K0.00%
SJS Investment Consulting Inc.100$14.0K0.00%
Richard W. Paul & Associates, LLC96$13.5K0.00%
Stone House Investment Management, LLC86$12.1K0.00%

Sold out (92)

Institutions that held Diageo PLC at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of DEO in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Public Employees Retirement Association of Colorado305,071$38.5M
Optiver Holding B.V.283,888$35.8M
Manufacturers Life Insurance Company, The129,382$16.3M
Cubist Systematic Strategies, LLC97,780$12.3M
RMB Capital Management, LLC72,930$9.20M
Voloridge Investment Management, LLC66,549$8.39M
Strategy Asset Managers LLC38,834$6.74M
Quantbot Technologies LP40,674$5.13M
Marshall Wace, LLP35,586$4.49M
Simplicity Wealth,LLC26,920$3.39M
Parkwood LLC26,801$3.38M
Meridian Wealth Advisors, LLC23,621$2.98M
Campbell & CO Investment Adviser LLC21,829$2.75M
Pittenger & Anderson Inc20,985$2.65M
FORA Capital, LLC18,997$2.40M
Engineers Gate Manager LP18,673$2.35M
Seascape Capital Management18,480$2.33M
Virtu Financial LLC18,172$2.29M
Nelson Capital Management, LLC16,198$2.04M
Roberts Wealth Advisors, LLC14,124$1.79M
Regal Investment Advisors LLC12,024$1.52M
Headlands Technologies LLC12,017$1.52M
Clear Harbor Asset Management, LLC11,941$1.51M
Tudor Investment Corp Et Al9,494$1.20M
XTX Topco Ltd8,544$1.08M
World Equity Group, Inc.8,502$1.07M
Griffin Asset Management, Inc.8,092$1.02M
Dynamic Technology Lab Private Ltd7,061$890.0K
Seven Eight Capital, LP6,188$780.2K
First Foundation Advisors5,670$714.9K
Flow Traders U.S. LLC5,202$656.0K
MQS Management LLC5,097$642.6K
Barden Capital Management, Inc.4,435$559.2K
Chilton Investment Co LLC4,425$557.9K
Boston Private Wealth LLC4,065$512.5K
Fox Run Management, L.L.C.3,688$465.0K
Wexford Capital LP3,253$410.1K
SYSTM Wealth Solutions LLC3,239$408.4K
Atlas Capital Advisors LLC3,230$407.2K
Gradient Investments LLC3,181$401.1K
Qtron Investments LLC3,009$379.4K
Aigen Investment Management, LP2,838$357.8K
M Holdings Securities, Inc.2,750$347.0K
Fragasso Group Inc.2,739$345.3K
Kirtland Hills Capital Management, LLC2,624$340.3K
Geller Advisors LLC2,672$336.9K
3Chopt Investment Partners, LLC2,536$319.7K
BancorpSouth Bank2,340$295.0K
Graham Capital Management, L.P.2,304$290.5K
Confluence Wealth Services, Inc.2,231$281.3K
Equitable Holdings, Inc.2,063$260.1K
Quad-Cities Investment Group, LLC1,852$233.5K
Strategic Global Advisors, LLC1,006$232.4K
Avestar Capital, LLC1,734$218.6K
Beacon Investment Advisory Services, Inc.1,719$216.7K
Cascade Financial Partners, LLC1,664$209.9K
Five Oceans Advisors1,649$207.9K
Diversify Advisory Services, LLC1,636$207.3K
Greenwood Gearhart Inc1,608$202.8K
Dunhill Financial, LLC4,884$153.7K
Simplex Trading, LLC882$111.0K
Bokf, NA705$88.9K
Walleye Capital LLC406$51.2K
Opal Wealth Advisors, LLC349$44.0K
Orion Capital Management LLC300$37.8K
Front Row Advisors LLC271$34.2K
Centerpoint Advisors, LLC236$30.0K
EntryPoint Capital, LLC198$25.0K
Triad Wealth Partners, LLC197$24.8K
Scarborough Advisors, LLC173$21.8K
Mowery & Schoenfeld Wealth Management, LLC173$21.8K
EdgeRock Capital LLC99$12.5K
Macquarie Group Ltd60$8.00K
Redwood Wealth Management Group, LLC60$7.57K
Twin Tree Management, LP51$6.43K
Wetzel Investment Advisors, Inc.43$6.40K
Tyler-Stone Wealth Management50$6.30K
Register Financial Advisors LLC50$6.30K
WealthCollab, LLC47$5.93K
VisionPoint Advisory Group, LLC42$5.29K
Castleview Partners, LLC35$4.41K
Family Firm, Inc.29$3.67K
Great Lakes Retirement, Inc.28$3.53K
Dixon Mitchell Investment Counsel Inc.28$3.53K
RFP Financial Group LLC21$2.65K
Thomas J. Herzfeld Advisors, Inc.15$1.89K
Lynx Investment Advisory15$1.89K
Main Street Group, LTD15$1.89K
Vista Private Wealth Partners. LLC10$1.26K
Brown Financial Advisors9$1.14K
Avion Wealth8$1.00K
Creekmur Asset Management LLC2$252

Not filed for Q3 2024 yet (11)

Institutions that held Diageo PLC at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DEO in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.1,308,926$165.0M
Boyer & Corporon Wealth Management, LLC62,851$7.92M
Institutional & Family Asset Management, LLC29,993$3.78M
Perennial Advisors, LLC19,335$2.44M
Sofos Investments, Inc.12,256$1.54M
Hyman Charles D11,468$1.45M
Benjamin F. Edwards & Company, Inc.9,001$1.13M
Permanent Capital Management, LP2,840$286.4K
Buckingham Strategic Wealth, LLC2,095$264.1K
JJJ Advisors Inc.466$58.8K
ICA Group Wealth Management, LLC436$55.0K