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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 1,897 | $266.2K | 0.04% | −120−5.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,914 | $268.5K | 0.02% | +1,914 | New |
| Abbot Financial Management, Inc. | 1,925 | $270.2K | 0.14% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 1,950 | $273.7K | 0.07% | 00.0% | Unchanged |
| Allen Investment Management LLC | 1,983 | $278.3K | 0.00% | +1,983 | New |
| Sage Investment Advisers LLC | 1,984 | $278.4K | 0.29% | −136−6.4% | Reduced |
| Shelton Capital Management | 1,990 | $279.3K | 0.01% | 00.0% | Unchanged |
| Notis-McConarty Edward | 2,000 | $280.7K | 0.13% | −1,000−33.3% | Reduced |
| Laraway Financial Inc | 2,017 | $283.1K | 0.23% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,026 | $284.3K | 0.00% | +620+44.1% | Added |
| LGL Partners, LLC | 2,032 | $285.2K | 0.04% | −57−2.7% | Reduced |
| Milestone Asset Management, LLC | 2,061 | $289.2K | 0.07% | +71+3.6% | Added |
| Roberts Glore & Co Inc | 2,067 | $290.1K | 0.08% | +463+28.9% | Added |
| Signature Estate & Investment Advisors LLC | 2,067 | $290.1K | 0.01% | +261+14.5% | Added |
| Carnegie Capital Asset Management, LLC | 2,079 | $291.8K | 0.01% | +41+2.0% | Added |
| Legacy Financial Advisors, Inc. | 2,109 | $296.0K | 0.05% | +2,109 | New |
| Koshinski Asset Management, Inc. | 2,112 | $296.4K | 0.03% | +42+2.0% | Added |
| Bessemer Group Inc | 2,125 | $298.0K | 0.00% | −88−4.0% | Reduced |
| Dorchester Wealth Management Co | 2,140 | $300.3K | 0.05% | −20−0.9% | Reduced |
| Spire Wealth Management | 2,143 | $300.8K | 0.01% | −190−8.1% | Reduced |
| Two Sigma Securities, LLC | 2,144 | $300.9K | 0.02% | +2,144 | New |
| Carson Advisory Inc. | 2,163 | $303.6K | 0.19% | −149−6.4% | Reduced |
| Moneta Group Investment Advisors LLC | 2,187 | $307.0K | 0.00% | +126+6.1% | Added |
| Lantern Wealth Advisors, LLC | 2,200 | $308.7K | 0.21% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,203 | $309.2K | 0.01% | −221−9.1% | Reduced |
| NTV Asset Management LLC | 2,208 | $309.9K | 0.04% | −7−0.3% | Reduced |
| Advocate Group LLC | 2,237 | $313.9K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,238 | $314.1K | 0.01% | −2,644−54.2% | Reduced |
| Ieq Capital, LLC | 2,249 | $315.7K | 0.00% | +36+1.6% | Added |
| Sanders Morris Harris LLC | 2,263 | $317.6K | 0.05% | +2,263 | New |
| Checchi Capital Advisers, LLC | 2,285 | $320.7K | 0.02% | −240−9.5% | Reduced |
| ProVise Management Group, LLC | 2,287 | $321.0K | 0.03% | −401−14.9% | Reduced |
| Capital Investment Advisory Services, LLC | 2,294 | $321.9K | 0.03% | +365+18.9% | Added |
| Integrated Advisors Network LLC | 2,297 | $322.4K | 0.02% | −738−24.3% | Reduced |
| Good Life Advisors, LLC | 2,302 | $323.1K | 0.02% | +2,302 | New |
| Probity Advisors, Inc. | 2,305 | $323.5K | 0.06% | −353−13.3% | Reduced |
| PDS Planning, Inc | 2,321 | $325.7K | 0.03% | +664+40.1% | Added |
| Allspring Global Investments Holdings, LLC | 2,323 | $326.0K | 0.00% | +643+38.3% | Added |
| First Bank & Trust | 2,332 | $327.3K | 0.06% | +2,332 | New |
| One Wealth Advisors, LLC | 2,297 | $328.1K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,351 | $329.9K | 0.00% | −8,135−77.6% | Reduced |
| Gallacher Capital Management LLC | 2,365 | $332.0K | 0.15% | −3−0.1% | Reduced |
| Inlet Private Wealth, LLC | 2,367 | $332.1K | 0.08% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,375 | $333.4K | 0.00% | +220+10.2% | Added |
| Golden State Equity Partners | 2,385 | $334.7K | 0.05% | +486+25.6% | Added |
| Essex Savings Bank | 2,396 | $336.3K | 0.08% | −251−9.5% | Reduced |
| Old Mission Capital LLC | 2,400 | $336.8K | 0.01% | +70+3.0% | Added |
| Arkadios Wealth Advisors | 2,407 | $337.8K | 0.02% | +2,407 | New |
| Nicholas Hoffman & Company, LLC. | 2,410 | $338.2K | 0.01% | +15+0.6% | Added |
| Cyndeo Wealth Partners, LLC | 2,423 | $340.0K | 0.02% | +2+0.1% | Added |
| American Capital Advisory, LLC | 2,447 | $343.4K | 0.20% | +2,447 | New |
| Beaumont Financial Advisors, LLC | 2,451 | $344.0K | 0.03% | −240−8.9% | Reduced |
| Brookstone Capital Management | 2,455 | $344.5K | 0.01% | −87−3.4% | Reduced |
| 44 Wealth Management LLC | 2,568 | $344.6K | 0.12% | +2,568 | New |
| Regatta Capital Group, LLC | 2,465 | $345.9K | 0.07% | −8−0.3% | Reduced |
| Legacy Capital Group California, Inc. | 2,465 | $345.9K | 0.12% | +358+17.0% | Added |
| Marcum Wealth, LLC | 2,488 | $349.2K | 0.03% | +410+19.7% | Added |
| Flputnam Investment Management Co | 2,497 | $350.5K | 0.01% | −48−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,508 | $352.0K | 0.02% | −464−15.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,528 | $354.8K | 0.01% | −325−11.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,529 | $354.9K | 0.01% | +517+25.7% | Added |
| Hancock Whitney Corp | 2,529 | $354.9K | 0.01% | −8−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 2,542 | $356.7K | 0.01% | +114+4.7% | Added |
| EP Wealth Advisors, LLC | 2,546 | $357.4K | 0.00% | +425+20.0% | Added |
| Alan B. Lancz & Associates, Inc. | 2,550 | $357.9K | 0.33% | 00.0% | Unchanged |
| MJP Associates Inc | 2,551 | $358.0K | 0.07% | −24−0.9% | Reduced |
| Cullen Investment Group, Ltd. | 2,556 | $358.7K | 0.05% | −40−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 2,565 | $360.0K | 0.02% | −1,044−28.9% | Reduced |
| Zuckerman Investment Group, LLC | 2,593 | $363.9K | 0.04% | +38+1.5% | Added |
| Formidable Asset Management, LLC | 2,601 | $365.0K | 0.06% | −215−7.6% | Reduced |
| Dillon & Associates Inc | 2,617 | $366.0K | 0.05% | −4,100−61.0% | Reduced |
| Pitcairn Co | 2,633 | $369.5K | 0.02% | +2,633 | New |
| Park Place Capital Corp | 2,635 | $369.8K | 0.11% | +2,599+7,219.4% | Added |
| Keudell/Morrison Wealth Management | 2,653 | $372.3K | 0.10% | +2,653 | New |
| Wrapmanager Inc | 2,665 | $374.0K | 0.10% | −23−0.9% | Reduced |
| O'Brien Greene & Co. Inc | 2,694 | $378.1K | 0.12% | −69−2.5% | Reduced |
| Heritage Wealth Management, Inc. | 2,700 | $378.9K | 0.12% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,709 | $387.0K | 0.02% | −400−12.9% | Reduced |
| Fca Corp | 2,800 | $393.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 2,815 | $395.0K | 0.28% | +225+8.7% | Added |
| Intrust Bank NA | 2,846 | $399.4K | 0.04% | +2,846 | New |
| Aaron Wealth Advisors | 2,857 | $401.0K | 0.05% | +954+50.1% | Added |
| Crawford Investment Counsel Inc | 2,862 | $401.7K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,862 | $401.7K | 0.03% | +157+5.8% | Added |
| Summitry LLC | 2,876 | $403.6K | 0.02% | +101+3.6% | Added |
| Syon Capital LLC | 2,879 | $404.1K | 0.04% | −226−7.3% | Reduced |
| Johnson Investment Counsel Inc | 2,883 | $404.6K | 0.00% | −306−9.6% | Reduced |
| Bank of Hawaii | 2,886 | $405.0K | 0.02% | +149+5.4% | Added |
| Fiduciary Group LLC | 2,890 | $405.6K | 0.04% | −45−1.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,919 | $409.7K | 0.16% | −1,024−26.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,952 | $414.3K | 0.17% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,337 | $414.4K | 0.02% | +669+25.1% | Added |
| Sunbelt Securities, Inc. | 2,955 | $414.7K | 0.04% | −306−9.4% | Reduced |
| Buckingham Strategic Partners | 2,960 | $415.4K | 0.01% | −239−7.5% | Reduced |
| Financial Counselors Inc | 2,979 | $418.1K | 0.01% | +392+15.2% | Added |
| Malaga Cove Capital, LLC | 3,001 | $421.2K | 0.17% | +100+3.4% | Added |
| Alhambra Investment Partners LLC | 3,005 | $421.7K | 0.22% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,033 | $425.7K | 0.02% | +1,155+61.5% | Added |
| Bard Financial Services, Inc. | 3,075 | $431.5K | 0.05% | −125−3.9% | Reduced |
| Hardman Johnston Global Advisors LLC | 3,100 | $435.1K | 0.02% | 00.0% | Unchanged |