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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 728 | $4.54B |
| Q1 2026 | 747 | $4.07B |
| Q4 2025 | 798 | $4.68B |
| Q3 2025 | 827 | $5.34B |
| Q2 2025 | 854 | $5.55B |
| Q1 2025 | 891 | $5.79B |
| Q4 2024 | 970 | $7.43B |
| Q3 2024 | 965 | $8.32B |
| Q2 2024 | 951 | $7.40B |
| Q1 2024 | 1,016 | $8.79B |
| Q4 2023 | 1,011 | $8.07B |
| Q3 2023 | 957 | $8.20B |
| Q2 2023 | 1,001 | $9.65B |
| Q1 2023 | 1,016 | $10.0B |
| Q4 2022 | 1,019 | $9.32B |
| Q3 2022 | 968 | $8.84B |
| Q2 2022 | 1,000 | $9.66B |
| Q1 2022 | 1,028 | $11.1B |
| Q4 2021 | 1,056 | $12.0B |
| Q3 2021 | 939 | $10.4B |
| Q2 2021 | 955 | $11.0B |
| Q1 2021 | 932 | $9.73B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 120 | $16.8K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 123 | $17.3K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 124 | $17.4K | 0.00% | +102+463.6% | Added |
| Raffa Wealth Management, LLC | 131 | $18.4K | 0.00% | +36+37.9% | Added |
| Financial Management Professionals, Inc. | 133 | $19.0K | 0.00% | +85+177.1% | Added |
| Princeton Global Asset Management LLC | 136 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 134 | $19.1K | 0.01% | +5+3.9% | Added |
| Godsey & Gibb Associates | 140 | $19.7K | 0.00% | +101+259.0% | Added |
| Boyd Watterson Asset Management LLC | 141 | $19.8K | 0.01% | −3−2.1% | Reduced |
| Hilltop National Bank | 143 | $20.1K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 147 | $20.6K | 0.00% | +147 | New |
| Brown, Lisle/Cummings, Inc. | 149 | $20.9K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 150 | $21.0K | 0.00% | −633−80.8% | Reduced |
| First PREMIER Bank | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Claris Advisors, LLC | 150 | $21.1K | 0.01% | +150 | New |
| Ashton Thomas Securities, LLC | 157 | $22.0K | 0.00% | +157 | New |
| Bellevue Asset Management, LLC | 159 | $22.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $23.0K | 0.00% | −25−13.2% | Reduced |
| MCF Advisors LLC | 165 | $23.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 175 | $24.6K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 175 | $24.6K | 0.01% | +175 | New |
| Skopos Labs, Inc. | 177 | $24.8K | 0.01% | +177 | New |
| Beacon Capital Management, LLC | 183 | $25.7K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 180 | $25.7K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 196 | $27.5K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $28.1K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $28.1K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $28.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $28.1K | 0.00% | +22+12.4% | Added |
| Alpine Bank Wealth Management | 200 | $28.1K | 0.00% | +200 | New |
| Armstrong Advisory Group, Inc | 204 | $28.6K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 237 | $29.9K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 214 | $30.0K | 0.00% | +13+6.5% | Added |
| Financial Perspectives, Inc | 214 | $30.1K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 218 | $30.6K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 234 | $32.0K | 0.03% | −14−5.6% | Reduced |
| Albion Financial Group | 237 | $33.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 249 | $34.9K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $35.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 250 | $35.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 269 | $37.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 273 | $38.3K | 0.01% | +273 | New |
| WR Wealth Planners, LLC | 275 | $38.6K | 0.01% | −25−8.3% | Reduced |
| CoreFirst Bank & Trust | 292 | $41.0K | 0.02% | +292 | New |
| Bruce G. Allen Investments, LLC | 299 | $42.0K | 0.03% | +279+1,395.0% | Added |
| Pacifica Partners Inc. | 303 | $42.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 308 | $43.2K | 0.00% | −21−6.4% | Reduced |
| Baldwin Brothers Inc | 315 | $44.2K | 0.00% | +300+2,000.0% | Added |
| Tortoise Investment Management, LLC | 325 | $45.6K | 0.00% | −250−43.5% | Reduced |
| Accent Capital Management, LLC | 347 | $49.6K | 0.03% | −124−26.3% | Reduced |
| McIlrath & Eck, LLC | 363 | $50.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 364 | $51.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 377 | $52.9K | 0.00% | +27+7.7% | Added |
| Sittner & Nelson, LLC | 386 | $54.1K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 395 | $55.4K | 0.04% | +395 | New |
| Maryland Capital Advisors Inc. | 396 | $55.6K | 0.03% | +396 | New |
| Piscataqua Savings Bank | 398 | $55.9K | 0.05% | 00.0% | Unchanged |
| Knuff & Co LLC | 400 | $56.1K | 0.02% | −600−60.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 400 | $56.1K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 400 | $56.1K | 0.01% | +50+14.3% | Added |
| Standard Family Office LLC | 402 | $56.4K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 406 | $57.0K | 0.02% | +211+108.2% | Added |
| AdvisorNet Financial, Inc | 412 | $57.8K | 0.00% | −126−23.4% | Reduced |
| JFS Wealth Advisors, LLC | 463 | $65.0K | 0.00% | −28−5.7% | Reduced |
| NBT Bank N A | 498 | $69.9K | 0.00% | +450+937.5% | Added |
| Atlantic Trust, LLC | 500 | $70.2K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 510 | $71.6K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 513 | $72.0K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 511 | $73.0K | 0.00% | +9+1.8% | Added |
| Tompkins Financial Corp | 524 | $73.5K | 0.01% | +24+4.8% | Added |
| Financial Network Wealth Advisors LLC | 529 | $74.2K | 0.06% | −36−6.4% | Reduced |
| First Command Advisory Services, Inc. | 535 | $75.1K | 0.00% | +6+1.1% | Added |
| SRS Capital Advisors, Inc. | 550 | $77.1K | 0.01% | +53+10.7% | Added |
| Blume Capital Management, Inc. | 570 | $80.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 570 | $80.0K | 0.00% | +259+83.3% | Added |
| S.A. Mason LLC | 575 | $80.7K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 597 | $84.0K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 600 | $84.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 604 | $84.8K | 0.00% | +263+77.1% | Added |
| SOA Wealth Advisors, LLC. | 611 | $85.7K | 0.02% | −73−10.7% | Reduced |
| Eagle Bay Advisors LLC | 616 | $88.0K | 0.03% | −17−2.7% | Reduced |
| Hexagon Capital Partners LLC | 649 | $91.1K | 0.02% | −36−5.3% | Reduced |
| Morse Asset Management, Inc | 675 | $94.7K | 0.02% | +675 | New |
| LFA - Lugano Financial Advisors SA | 700 | $98.2K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 709 | $99.5K | 0.00% | +99+16.2% | Added |
| Independence Bank of Kentucky | 720 | $101.0K | 0.02% | −446−38.3% | Reduced |
| Rothschild Investment LLC | 761 | $106.8K | 0.01% | −30−3.8% | Reduced |
| Rosenberg Matthew Hamilton | 770 | $108.1K | 0.03% | −114−12.9% | Reduced |
| Smartleaf Asset Management LLC | 793 | $111.6K | 0.01% | +406+104.9% | Added |
| GHP Investment Advisors, Inc. | 817 | $114.7K | 0.01% | −188−18.7% | Reduced |
| IFP Advisors, Inc | 868 | $121.8K | 0.00% | −431−33.2% | Reduced |
| Pinnacle Bancorp, Inc. | 892 | $125.2K | 0.03% | +212+31.2% | Added |
| Family Capital Trust Co | 900 | $126.3K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 920 | $129.1K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 929 | $130.4K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 982 | $137.0K | 0.01% | +303+44.6% | Added |
| Credit Agricole S A | 1,000 | $140.3K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,000 | $140.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,095 | $154.0K | 0.01% | +1,050+2,333.3% | Added |
| CVA Family Office, LLC | 1,108 | $155.5K | 0.03% | −4−0.4% | Reduced |