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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

13F holders, Q3 2024

Institutional positions in Diageo PLC as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
965
+25 vs. Q2 2024
Shares held
59.9M
+2.56M (+4.5%) vs. Q2 2024
Total value
$8.32B
+$1.11B (+15.4%) vs. Q2 2024
New holders
117
338 more added
Sold out
92
344 more reduced

11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DEO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 965 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ3 2024: $8.32B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2024.

Institutions holding DEO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
West Branch Capital LLC1$890.00%+1New
ClariVest Asset Management LLC4$5080.00%00.0%Unchanged
Quent Capital, LLC4$5610.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.5$7020.00%00.0%Unchanged
Investors Research Corp7$9820.00%00.0%Unchanged
Abound Wealth Management8$1.12K0.00%−3−27.3%Reduced
POM Investment Strategies, LLC8$1.12K0.00%00.0%Unchanged
TD Capital Management LLC10$1.40K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC10$1.43K0.00%00.0%Unchanged
Nemes Rush Group LLC10$1.49K0.00%00.0%Unchanged
Mendota Financial Group, LLC11$1.54K0.00%+11New
Carmichael Hill & Associates, Inc.12$1.69K0.00%00.0%Unchanged
Global Financial Private Client, LLC13$1.82K0.00%+13New
Wiser Advisor Group LLC14$1.99K0.00%−1−6.7%Reduced
Sound Income Strategies, LLC15$2.10K0.00%+1+7.1%Added
Valued Wealth Advisors LLC15$2.15K0.00%−43−74.1%Reduced
Leonteq Securities AG16$2.25K0.00%00.0%Unchanged
Fairman Group, LLC16$2.29K0.00%00.0%Unchanged
Westside Investment Management, Inc.20$2.81K0.00%−8−28.6%Reduced
Eukles Asset Management20$2.81K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.21$2.95K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC21$2.95K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC21$2.95K0.00%00.0%Unchanged
Copeland Capital Management, LLC22$3.09K0.00%+22New
Reston Wealth Management LLC22$3.12K0.00%+22New
Highline Wealth Partners LLC23$3.23K0.00%+7+43.8%Added
Northwest Financial Advisors24$3.37K0.00%+24New
Slocum, Gordon & Co LLP25$3.51K0.00%00.0%Unchanged
Tidemark, LLC25$3.51K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.28$3.93K0.00%00.0%Unchanged
TSFG, LLC30$4.00K0.00%00.0%Unchanged
Stephens Consulting, LLC29$4.07K0.00%−55−65.5%Reduced
Key Financial Inc30$4.21K0.00%00.0%Unchanged
IAG Wealth Partners, LLC30$4.21K0.00%00.0%Unchanged
FSA Wealth Management LLC30$4.21K0.00%+30New
Gilliland Jeter Wealth Management LLC30$4.21K0.00%+30New
Evermay Wealth Management LLC32$4.49K0.00%00.0%Unchanged
Robinswood Financial LLC33$4.63K0.00%+33New
Anfield Capital Management, LLC34$4.77K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC35$4.91K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC35$4.91K0.00%+35New
Manchester Capital Management LLC36$5.05K0.00%00.0%Unchanged
Johnson Financial Group, Inc.36$5.05K0.00%+18+100.0%Added
Cornerstone Planning Group LLC39$5.08K0.00%+11+39.3%Added
HHM Wealth Advisors, LLC37$5.13K0.00%+37New
Ruedi Wealth Management, Inc.37$5.19K0.00%00.0%Unchanged
Rakuten Securities, Inc.38$5.33K0.00%−87−69.6%Reduced
Carolinas Wealth Consulting LLC39$5.50K0.00%−132−77.2%Reduced
ORG Partners LLC40$5.61K0.00%+40New
Global Trust Asset Management, LLC41$5.68K0.00%−101−71.1%Reduced
West Financial Advisors, LLC41$5.75K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC41$5.75K0.00%00.0%Unchanged
Flaharty Asset Management, LLC42$5.93K0.00%+42New
SWAN Capital LLC43$6.04K0.00%00.0%Unchanged
Pflug Koory, LLC47$6.60K0.00%+47New
Mascoma Wealth Management LLC48$6.74K0.00%00.0%Unchanged
Gold Investment Management Ltd.48$6.74K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC48$6.74K0.00%+48New
Oarsman Capital, Inc.50$7.02K0.00%+50New
Oliver Lagore Vanvalin Investment Group53$7.44K0.00%00.0%Unchanged
Gleason Group, Inc.60$8.39K0.00%−61−50.4%Reduced
Indiana Trust & Investment Management CO61$8.56K0.00%00.0%Unchanged
Close Asset Management Ltd65$9.00K0.00%00.0%Unchanged
Northwest Bank & Trust Co66$9.26K0.01%00.0%Unchanged
Annapolis Financial Services, LLC68$9.59K0.00%+2+3.0%Added
Kiely Wealth Advisory Group, Inc.82$9.79K0.01%00.0%Unchanged
West Oak Capital, LLC70$9.80K0.00%00.0%Unchanged
GW&K Investment Management, LLC73$10.0K0.00%00.0%Unchanged
Coston, McIsaac & Partners76$10.0K0.00%00.0%Unchanged
Hemington Wealth Management86$10.0K0.00%+86New
Archer Investment Corp75$10.5K0.00%−75−50.0%Reduced
Ninety One UK Ltd77$10.8K0.00%00.0%Unchanged
North Star Investment Management Corp.83$11.6K0.00%+9+12.2%Added
Bogart Wealth, LLC84$11.8K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC84$11.8K0.01%−9−9.7%Reduced
Caitlin John, LLC100$11.9K0.01%−226−69.3%Reduced
Resources Management Corp85$12.0K0.00%−300−77.9%Reduced
Stone House Investment Management, LLC86$12.1K0.00%+86New
Prestige Wealth Management Group LLC85$12.1K0.00%00.0%Unchanged
Mather Group, LLC.89$12.4K0.00%−409−82.1%Reduced
Planning Capital Management Corp90$12.6K0.01%−174−65.9%Reduced
Ridgewood Investments LLC94$13.2K0.01%−840−89.9%Reduced
Nordwand Advisors, LLC95$13.3K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC96$13.5K0.00%+96New
Solstein Capital, LLC99$13.9K0.01%−419−80.9%Reduced
AlphaMark Advisors, LLC100$14.0K0.00%00.0%Unchanged
Paradigm Asset Management Co LLC100$14.0K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$14.0K0.01%00.0%Unchanged
PFS Partners, LLC100$14.0K0.01%00.0%Unchanged
Cetera Trust Company, N.A100$14.0K0.01%00.0%Unchanged
Advantage Trust Co100$14.0K0.01%00.0%Unchanged
Jaffetilchin Investment Partners, LLC100$14.0K0.00%+100New
SJS Investment Consulting Inc.100$14.0K0.00%+100New
Silicon Valley Capital Partners108$15.1K0.00%00.0%Unchanged
City Holding Co111$15.6K0.00%00.0%Unchanged
HighMark Wealth Management LLC112$15.7K0.01%00.0%Unchanged
Pacific Center for Financial Services113$15.9K0.00%00.0%Unchanged
Eastern Bank116$16.3K0.00%+116New
Adirondack Trust Co117$16.4K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC119$16.7K0.01%00.0%Unchanged