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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 4,638 | $650.9K | 0.08% | +205+4.6% | Added |
| Reuter James Wealth Management, LLC | 4,640 | $651.2K | 0.12% | +4,640 | New |
| AE Wealth Management LLC | 4,675 | $656.0K | 0.01% | +1,679+56.0% | Added |
| Pacer Advisors, Inc. | 4,764 | $668.6K | 0.00% | −6−0.1% | Reduced |
| H&H Retirement Design & Management INC | 4,995 | $672.0K | 0.40% | −263−5.0% | Reduced |
| Portside Wealth Group, LLC | 4,805 | $674.3K | 0.12% | +9+0.2% | Added |
| LMCG Investments, LLC | 4,807 | $674.6K | 0.04% | −10.0% | Reduced |
| Parallel Advisors, LLC | 4,814 | $675.7K | 0.02% | −1,200−20.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,520 | $682.0K | 0.26% | −379−6.4% | Reduced |
| Stableford Capital II LLC | 5,068 | $682.6K | 0.27% | +45+0.9% | Added |
| Stratos Wealth Partners, LTD. | 4,864 | $682.7K | 0.01% | −353−6.8% | Reduced |
| Mitchell Sinkler & Starr | 4,905 | $688.4K | 0.17% | −300−5.8% | Reduced |
| Ritholtz Wealth Management | 4,951 | $694.9K | 0.02% | −3,338−40.3% | Reduced |
| SageView Advisory Group, LLC | 5,010 | $703.2K | 0.04% | −1,420−22.1% | Reduced |
| Boston Family Office LLC | 5,050 | $709.0K | 0.05% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,063 | $710.5K | 0.07% | +668+15.2% | Added |
| Norden Group LLC | 5,120 | $718.6K | 0.08% | +5,120 | New |
| Angeles Investment Advisors, LLC | 5,092 | $720.7K | 0.04% | −212−4.0% | Reduced |
| Compass Wealth Management LLC | 5,165 | $724.9K | 0.17% | −380−6.9% | Reduced |
| Axxcess Wealth Management, LLC | 5,221 | $732.7K | 0.02% | −113−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,293 | $742.8K | 0.01% | +59+1.1% | Added |
| Aberdeen Wealth Management LLC | 5,338 | $749.1K | 0.49% | −200−3.6% | Reduced |
| Coppell Advisory Solutions LLC | 5,400 | $760.2K | 0.11% | +365+7.2% | Added |
| Tevis Investment Management | 5,341 | $763.0K | 0.56% | +591+12.4% | Added |
| Three Bridge Wealth Advisors, LLC | 5,383 | $768.4K | 0.28% | +352+7.0% | Added |
| Welch Group, LLC | 5,500 | $771.9K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,528 | $775.9K | 0.39% | +40+0.7% | Added |
| Raelipskie Partnership | 5,571 | $781.8K | 0.38% | +200+3.7% | Added |
| Venture Visionary Partners LLC | 5,640 | $791.5K | 0.03% | −218−3.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,642 | $791.8K | 0.16% | +2,866+103.2% | Added |
| SS&H Financial Advisors, Inc. | 5,700 | $800.0K | 0.29% | 00.0% | Unchanged |
| Grove Bank & Trust | 5,703 | $800.4K | 0.12% | +55+1.0% | Added |
| Apollon Wealth Management, LLC | 5,731 | $804.3K | 0.02% | −697−10.8% | Reduced |
| Bayesian Capital Management, LP | 5,736 | $805.0K | 0.09% | +1,522+36.1% | Added |
| Catalyst Capital Advisors LLC | 5,739 | $805.4K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,763 | $808.8K | 0.06% | +404+7.5% | Added |
| Lawson Kroeker Investment Management Inc | 5,767 | $809.3K | 0.15% | −2,805−32.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 5,782 | $811.4K | 0.12% | −452−7.3% | Reduced |
| Catalytic Wealth RIA, LLC | 5,793 | $813.0K | 0.14% | +1,166+25.2% | Added |
| Absher Wealth Management, LLC | 5,850 | $821.0K | 0.11% | −14,757−71.6% | Reduced |
| Veriti Management LLC | 5,902 | $828.3K | 0.04% | +734+14.2% | Added |
| Rhumbline Advisers | 5,912 | $829.7K | 0.00% | +90+1.5% | Added |
| Canandaigua National Bank & Trust Co | 5,931 | $832.4K | 0.08% | +1,434+31.9% | Added |
| Rossmore Private Capital | 5,938 | $833.3K | 0.10% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,940 | $833.5K | 0.08% | −683−10.3% | Reduced |
| Sigma Planning Corp | 5,965 | $837.2K | 0.03% | +754+14.5% | Added |
| Douglass Winthrop Advisors, LLC | 5,995 | $841.3K | 0.02% | −160−2.6% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $842.0K | 0.17% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 6,005 | $842.7K | 0.75% | +1,902+46.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,012 | $843.7K | 0.39% | +449+8.1% | Added |
| Bangor Savings Bank | 6,018 | $844.6K | 0.08% | +61+1.0% | Added |
| Sandy Cove Advisors, LLC | 6,050 | $849.1K | 0.35% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,091 | $854.0K | 0.06% | −411−6.3% | Reduced |
| CAPROCK Group, Inc. | 6,063 | $866.9K | 0.03% | +280+4.8% | Added |
| Ballentine Partners, LLC | 6,228 | $874.0K | 0.01% | +68+1.1% | Added |
| Empire Financial Management Company, LLC | 6,230 | $874.3K | 0.27% | +332+5.6% | Added |
| Sapient Capital LLC | 6,113 | $875.7K | 0.02% | −1,610−20.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,263 | $878.9K | 0.02% | −178−2.8% | Reduced |
| Peapack Gladstone Financial Corp | 6,350 | $890.0K | 0.01% | −349−5.2% | Reduced |
| Wolverine Trading, LLC | 6,430 | $905.2K | 0.02% | +6,430 | New |
| Gillespie Robinson & Grimm Inc | 6,500 | $912.2K | 0.07% | +3,250+100.0% | Added |
| Copperleaf Capital, LLC | 6,547 | $918.8K | 0.70% | −27−0.4% | Reduced |
| National Asset Management, Inc. | 6,489 | $920.1K | 0.03% | −661−9.2% | Reduced |
| Stokes Family Office, LLC | 6,587 | $924.4K | 0.10% | −855−11.5% | Reduced |
| Scientech Research LLC | 6,592 | $925.1K | 0.18% | +3,022+84.6% | Added |
| Transcend Wealth Collective, LLC | 6,598 | $926.0K | 0.06% | −843−11.3% | Reduced |
| Proficio Capital Partners LLC | 6,602 | $926.5K | 0.09% | −820−11.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,606 | $927.1K | 0.05% | −257−3.7% | Reduced |
| Lake Street Advisors Group, LLC | 6,485 | $927.3K | 0.04% | +1,304+25.2% | Added |
| Ervin Investment Management, LLC | 6,671 | $936.2K | 0.60% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 32,658 | $945.4K | 0.03% | −892−2.7% | Reduced |
| Knoll Capital Management, LLC | 6,750 | $947.3K | 0.46% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,767 | $949.7K | 0.05% | +1,488+28.2% | Added |
| Ingalls & Snyder LLC | 6,778 | $951.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 6,779 | $951.3K | 0.15% | −2,364−25.9% | Reduced |
| Prudential Financial Inc | 6,837 | $959.5K | 0.00% | +3,263+91.3% | Added |
| Signaturefd, LLC | 6,848 | $961.1K | 0.02% | −573−7.7% | Reduced |
| Geneos Wealth Management Inc. | 6,851 | $961.5K | 0.04% | −3,775−35.5% | Reduced |
| GeoWealth Management, LLC | 6,852 | $961.6K | 0.03% | +1,002+17.1% | Added |
| V-Square Quantitative Management LLC | 7,020 | $985.2K | 0.14% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,113 | $998.2K | 0.13% | +1,405+24.6% | Added |
| Keystone Financial Group | 7,114 | $998.4K | 0.13% | +285+4.2% | Added |
| Summit Financial, LLC | 6,997 | $999.6K | 0.04% | −43−0.6% | Reduced |
| Weatherly Asset Management L. P. | 6,994 | $999.8K | 0.09% | −341−4.6% | Reduced |
| Meixler Investment Management, Ltd. | 7,161 | $1.00M | 0.74% | −1,920−21.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 7,275 | $1.02M | 0.45% | +1,221+20.2% | Added |
| Unique Wealth Strategies, LLC | 7,290 | $1.02M | 0.44% | +453+6.6% | Added |
| Squarepoint Ops LLC | 7,460 | $1.05M | 0.00% | +7,460 | New |
| Foundations Investment Advisors, LLC | 7,465 | $1.05M | 0.02% | +405+5.7% | Added |
| We Are One Seven, LLC | 7,499 | $1.05M | 0.05% | +365+5.1% | Added |
| Raleigh Capital Management Inc. | 7,503 | $1.05M | 0.41% | +7,503 | New |
| Modera Wealth Management, LLC | 7,602 | $1.07M | 0.01% | −132−1.7% | Reduced |
| Accretive Wealth Partners, LLC | 7,602 | $1.07M | 0.45% | +47+0.6% | Added |
| RSM US Wealth Management LLC | 7,666 | $1.07M | 0.02% | +612+8.7% | Added |
| Sterling Capital Management LLC | 7,664 | $1.08M | 0.01% | +7,664 | New |
| HF Advisory Group, LLC | 7,696 | $1.08M | 0.50% | +1,130+17.2% | Added |
| HRT Financial LP | 7,797 | $1.09M | 0.01% | −2,908−27.2% | Reduced |
| Bull Street Advisors, LLC | 7,815 | $1.10M | 0.51% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,854 | $1.10M | 0.04% | −1,904−19.5% | Reduced |
| IHT Wealth Management, LLC | 7,946 | $1.11M | 0.03% | +3,986+100.7% | Added |