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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 1,101 | $157.3K | 0.01% | +19+1.8% | Added |
| Hills Bank & Trust Co | 1,131 | $158.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,137 | $159.5K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,191 | $167.1K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,200 | $168.4K | 0.04% | +227+23.3% | Added |
| Cromwell Holdings LLC | 1,184 | $169.1K | 0.11% | +1,184 | New |
| M&R Capital Management Inc | 1,225 | $171.9K | 0.04% | −166−11.9% | Reduced |
| Intelligent Financial Strategies | 1,206 | $173.4K | 0.10% | −460−27.6% | Reduced |
| Legacy Bridge, LLC | 1,277 | $179.2K | 0.10% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,285 | $180.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,345 | $188.0K | 0.09% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,350 | $189.5K | 0.12% | 00.0% | Unchanged |
| Umb Bank N A | 1,401 | $196.6K | 0.00% | −933−40.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,419 | $199.1K | 0.01% | +9+0.6% | Added |
| Allworth Financial LP | 1,427 | $200.2K | 0.00% | −68−4.5% | Reduced |
| Pallas Capital Advisors LLC | 1,490 | $200.4K | 0.01% | +1,490 | New |
| Ameritas Advisory Services, LLC | 1,433 | $201.2K | 0.01% | −224−13.5% | Reduced |
| Parkside Financial Bank & Trust | 1,434 | $201.2K | 0.03% | −354−19.8% | Reduced |
| Fishman Jay A Ltd | 1,435 | $201.4K | 0.02% | +1,435 | New |
| Centennial Wealth Advisory LLC | 1,436 | $201.5K | 0.08% | +1,436 | New |
| Greenfield Savings Bank | 1,440 | $202.1K | 0.10% | +1,440 | New |
| D.B. Root & Company, LLC | 1,441 | $202.3K | 0.07% | −1,954−57.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,443 | $202.5K | 0.03% | +1,443 | New |
| Horan Securities, Inc. | 1,447 | $203.1K | 0.08% | +1,447 | New |
| Brandywine Oak Private Wealth LLC | 1,450 | $203.5K | 0.02% | +1,450 | New |
| McDonald Partners LLC | 1,463 | $205.4K | 0.05% | −475−24.5% | Reduced |
| Harbour Investments, Inc. | 1,471 | $206.4K | 0.01% | −234−13.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,551 | $206.9K | 0.05% | +1,551 | New |
| EverSource Wealth Advisors, LLC | 1,478 | $207.4K | 0.01% | −14−0.9% | Reduced |
| Heartwood Wealth Advisors LLC | 1,481 | $207.8K | 0.02% | +1,481 | New |
| Tritonpoint Wealth, LLC | 1,465 | $209.9K | 0.02% | −197−11.9% | Reduced |
| Schulhoff & Co Inc | 1,508 | $211.6K | 0.09% | +1,508 | New |
| Robertson Stephens Wealth Management, LLC | 1,487 | $212.1K | 0.01% | −1,434−49.1% | Reduced |
| Liberty Wealth Management LLC | 1,521 | $213.0K | 0.04% | +1,521 | New |
| Nixon Peabody Trust Co | 1,525 | $214.0K | 0.02% | +1,525 | New |
| Albert D Mason Inc | 1,526 | $214.2K | 0.14% | +1,526 | New |
| Earnest Partners LLC | 1,529 | $214.6K | 0.00% | +1,529 | New |
| Anchor Investment Management, LLC | 1,533 | $215.1K | 0.02% | +640+71.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,534 | $215.3K | 0.03% | −451−22.7% | Reduced |
| Wesbanco Bank Inc | 1,540 | $216.1K | 0.01% | +1,540 | New |
| Resonant Capital Advisors, LLC | 1,517 | $216.7K | 0.02% | +1,517 | New |
| Paragon Capital Management Ltd | 1,560 | $218.9K | 0.04% | +1,560 | New |
| Henry James International Management, Inc. | 1,577 | $221.3K | 0.08% | +1,577 | New |
| SOL Capital Management CO | 1,580 | $222.0K | 0.02% | +1,580 | New |
| Great Valley Advisor Group, Inc. | 1,584 | $222.3K | 0.01% | −13−0.8% | Reduced |
| Hara Capital LLC | 1,585 | $222.4K | 0.14% | +1,585 | New |
| WealthPlan Investment Management, LLC | 1,588 | $222.9K | 0.02% | −2,527−61.4% | Reduced |
| B&D White Capital Company, LLC | 1,600 | $224.5K | 0.04% | +1,600 | New |
| Roman Butler Fullerton & Co | 1,670 | $224.7K | 0.07% | −40−2.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,579 | $225.6K | 0.01% | +1,579 | New |
| Park National Corp | 1,610 | $225.9K | 0.01% | +1,610 | New |
| FDx Advisors, Inc. | 1,607 | $226.0K | 0.06% | +1,607 | New |
| Valmark Advisers, Inc. | 1,624 | $227.9K | 0.00% | −1,427−46.8% | Reduced |
| Virtue Capital Management, LLC | 1,628 | $228.5K | 0.05% | +10+0.6% | Added |
| First City Capital Management, Inc. | 1,649 | $231.4K | 0.12% | −60−3.5% | Reduced |
| Pictet North America Advisors SA | 1,653 | $232.0K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,653 | $232.0K | 0.13% | +33+2.0% | Added |
| Journey Strategic Wealth LLC | 1,661 | $233.1K | 0.01% | +1,661 | New |
| Aspiriant, LLC | 1,676 | $235.2K | 0.01% | +1,676 | New |
| SpiderRock Advisors, LLC | 1,678 | $235.6K | 0.01% | +1,678 | New |
| Sage Rhino Capital LLC | 1,682 | $236.1K | 0.05% | −6−0.4% | Reduced |
| Creative Financial Designs Inc | 1,695 | $237.9K | 0.02% | +121+7.7% | Added |
| Willner & Heller, LLC | 1,699 | $238.5K | 0.21% | −118−6.5% | Reduced |
| Headinvest, LLC | 1,700 | $238.6K | 0.04% | −297−14.9% | Reduced |
| DMG Group, LLC | 1,709 | $239.8K | 0.19% | +1,709 | New |
| Level Four Advisory Services, LLC | 1,932 | $239.9K | 0.01% | −4,471−69.8% | Reduced |
| Ruggaard & Associates LLC | 1,715 | $240.7K | 0.10% | −125−6.8% | Reduced |
| Jeppson Wealth Management, LLC | 1,716 | $240.8K | 0.09% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,686 | $240.9K | 0.20% | +1,686 | New |
| KCM Investment Advisors LLC | 1,722 | $241.7K | 0.01% | −70−3.9% | Reduced |
| Inscription Capital, LLC | 1,726 | $242.2K | 0.04% | +18+1.1% | Added |
| Interchange Capital Partners, LLC | 1,736 | $243.7K | 0.09% | +34+2.0% | Added |
| J.W. Cole Advisors, Inc. | 1,753 | $246.0K | 0.01% | −343−16.4% | Reduced |
| Tranquilli Financial Advisor LLC | 1,754 | $246.2K | 0.15% | −86−4.7% | Reduced |
| Diversified Trust Co | 1,757 | $246.6K | 0.01% | +1,757 | New |
| Jane Street Group, LLC | 1,762 | $247.3K | 0.00% | −23,549−93.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,772 | $248.7K | 0.00% | −14−0.8% | Reduced |
| Keel Point, LLC | 1,774 | $249.0K | 0.02% | +18+1.0% | Added |
| Savant Capital, LLC | 1,776 | $249.2K | 0.00% | +1,776 | New |
| Icon Wealth Advisors, LLC | 1,782 | $250.1K | 0.02% | +597+50.4% | Added |
| Continuum Advisory, LLC | 2,089 | $250.4K | 0.03% | +417+24.9% | Added |
| KPP Advisory Services LLC | 1,791 | $251.3K | 0.06% | −605−25.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,796 | $252.0K | 0.08% | +10+0.6% | Added |
| Bank of Nova Scotia Trust Co | 1,796 | $252.1K | 0.03% | +1,796 | New |
| Perigon Wealth Management, LLC | 1,813 | $254.4K | 0.01% | −563−23.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,896 | $255.1K | 0.02% | +301+18.9% | Added |
| Regions Financial Corp | 1,830 | $256.8K | 0.00% | −50−2.7% | Reduced |
| Wedbush Securities Inc | 1,828 | $257.0K | 0.01% | −1,759−49.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,913 | $257.2K | 0.00% | −3,401−64.0% | Reduced |
| RDA Financial Network | 1,834 | $257.4K | 0.08% | +1,834 | New |
| Schechter Investment Advisors, LLC | 1,855 | $260.3K | 0.02% | +244+15.1% | Added |
| Atlas Wealth Partners, LLC | 1,825 | $261.0K | 0.40% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,859 | $261.0K | 0.00% | +1,859 | New |
| Chicago Partners Investment Group LLC | 1,948 | $261.4K | 0.01% | +125+6.9% | Added |
| BSW Wealth Partners | 1,866 | $261.9K | 0.04% | −240−11.4% | Reduced |
| West Family Investments, Inc. | 1,871 | $262.6K | 0.09% | +1,871 | New |
| Kennon-Green & Company, LLC | 1,872 | $262.7K | 0.22% | +93+5.2% | Added |
| AQR Capital Management LLC | 1,873 | $262.8K | 0.00% | +1,873 | New |
| Ipswich Investment Management Co., Inc. | 1,882 | $264.1K | 0.06% | −3,622−65.8% | Reduced |
| Merit Financial Group, LLC | 1,884 | $264.4K | 0.01% | −473−20.1% | Reduced |