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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 6,592 | $925.1K | 0.18% | +3,022+84.6% | Added |
| Stokes Family Office, LLC | 6,587 | $924.4K | 0.10% | −855−11.5% | Reduced |
| National Asset Management, Inc. | 6,489 | $920.1K | 0.03% | −661−9.2% | Reduced |
| Copperleaf Capital, LLC | 6,547 | $918.8K | 0.70% | −27−0.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,500 | $912.2K | 0.07% | +3,250+100.0% | Added |
| Wolverine Trading, LLC | 6,430 | $905.2K | 0.02% | +6,430 | New |
| Peapack Gladstone Financial Corp | 6,350 | $890.0K | 0.01% | −349−5.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,263 | $878.9K | 0.02% | −178−2.8% | Reduced |
| Sapient Capital LLC | 6,113 | $875.7K | 0.02% | −1,610−20.8% | Reduced |
| Empire Financial Management Company, LLC | 6,230 | $874.3K | 0.27% | +332+5.6% | Added |
| Ballentine Partners, LLC | 6,228 | $874.0K | 0.01% | +68+1.1% | Added |
| CAPROCK Group, Inc. | 6,063 | $866.9K | 0.03% | +280+4.8% | Added |
| Thoroughbred Financial Services, LLC | 6,091 | $854.0K | 0.06% | −411−6.3% | Reduced |
| Sandy Cove Advisors, LLC | 6,050 | $849.1K | 0.35% | 00.0% | Unchanged |
| Bangor Savings Bank | 6,018 | $844.6K | 0.08% | +61+1.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,012 | $843.7K | 0.39% | +449+8.1% | Added |
| Chiron Capital Management, LLC | 6,005 | $842.7K | 0.75% | +1,902+46.4% | Added |
| Hartford Financial Management Inc. | 6,000 | $842.0K | 0.17% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 5,995 | $841.3K | 0.02% | −160−2.6% | Reduced |
| Sigma Planning Corp | 5,965 | $837.2K | 0.03% | +754+14.5% | Added |
| Advisor OS, LLC | 5,940 | $833.5K | 0.08% | −683−10.3% | Reduced |
| Rossmore Private Capital | 5,938 | $833.3K | 0.10% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 5,931 | $832.4K | 0.08% | +1,434+31.9% | Added |
| Rhumbline Advisers | 5,912 | $829.7K | 0.00% | +90+1.5% | Added |
| Veriti Management LLC | 5,902 | $828.3K | 0.04% | +734+14.2% | Added |
| Absher Wealth Management, LLC | 5,850 | $821.0K | 0.11% | −14,757−71.6% | Reduced |
| Catalytic Wealth RIA, LLC | 5,793 | $813.0K | 0.14% | +1,166+25.2% | Added |
| Jamison Private Wealth Management, Inc. | 5,782 | $811.4K | 0.12% | −452−7.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,767 | $809.3K | 0.15% | −2,805−32.7% | Reduced |
| Jacobi Capital Management LLC | 5,763 | $808.8K | 0.06% | +404+7.5% | Added |
| Catalyst Capital Advisors LLC | 5,739 | $805.4K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,736 | $805.0K | 0.09% | +1,522+36.1% | Added |
| Apollon Wealth Management, LLC | 5,731 | $804.3K | 0.02% | −697−10.8% | Reduced |
| Grove Bank & Trust | 5,703 | $800.4K | 0.12% | +55+1.0% | Added |
| SS&H Financial Advisors, Inc. | 5,700 | $800.0K | 0.29% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 5,642 | $791.8K | 0.16% | +2,866+103.2% | Added |
| Venture Visionary Partners LLC | 5,640 | $791.5K | 0.03% | −218−3.7% | Reduced |
| Raelipskie Partnership | 5,571 | $781.8K | 0.38% | +200+3.7% | Added |
| Retirement Planning Co of New England, Inc. | 5,528 | $775.9K | 0.39% | +40+0.7% | Added |
| Welch Group, LLC | 5,500 | $771.9K | 0.03% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 5,383 | $768.4K | 0.28% | +352+7.0% | Added |
| Tevis Investment Management | 5,341 | $763.0K | 0.56% | +591+12.4% | Added |
| Coppell Advisory Solutions LLC | 5,400 | $760.2K | 0.11% | +365+7.2% | Added |
| Aberdeen Wealth Management LLC | 5,338 | $749.1K | 0.49% | −200−3.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,293 | $742.8K | 0.01% | +59+1.1% | Added |
| Axxcess Wealth Management, LLC | 5,221 | $732.7K | 0.02% | −113−2.1% | Reduced |
| Compass Wealth Management LLC | 5,165 | $724.9K | 0.17% | −380−6.9% | Reduced |
| Angeles Investment Advisors, LLC | 5,092 | $720.7K | 0.04% | −212−4.0% | Reduced |
| Norden Group LLC | 5,120 | $718.6K | 0.08% | +5,120 | New |
| Insigneo Advisory Services, LLC | 5,063 | $710.5K | 0.07% | +668+15.2% | Added |
| Boston Family Office LLC | 5,050 | $709.0K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,010 | $703.2K | 0.04% | −1,420−22.1% | Reduced |
| Ritholtz Wealth Management | 4,951 | $694.9K | 0.02% | −3,338−40.3% | Reduced |
| Mitchell Sinkler & Starr | 4,905 | $688.4K | 0.17% | −300−5.8% | Reduced |
| Stratos Wealth Partners, LTD. | 4,864 | $682.7K | 0.01% | −353−6.8% | Reduced |
| Stableford Capital II LLC | 5,068 | $682.6K | 0.27% | +45+0.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,520 | $682.0K | 0.26% | −379−6.4% | Reduced |
| Parallel Advisors, LLC | 4,814 | $675.7K | 0.02% | −1,200−20.0% | Reduced |
| LMCG Investments, LLC | 4,807 | $674.6K | 0.04% | −10.0% | Reduced |
| Portside Wealth Group, LLC | 4,805 | $674.3K | 0.12% | +9+0.2% | Added |
| H&H Retirement Design & Management INC | 4,995 | $672.0K | 0.40% | −263−5.0% | Reduced |
| Pacer Advisors, Inc. | 4,764 | $668.6K | 0.00% | −6−0.1% | Reduced |
| AE Wealth Management LLC | 4,675 | $656.0K | 0.01% | +1,679+56.0% | Added |
| Reuter James Wealth Management, LLC | 4,640 | $651.2K | 0.12% | +4,640 | New |
| LVW Advisors, LLC | 4,638 | $650.9K | 0.08% | +205+4.6% | Added |
| Heritage Wealth Advisors | 4,628 | $649.5K | 0.03% | −1,445−23.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 4,614 | $647.5K | 0.16% | +4,614 | New |
| Quotient Wealth Partners, LLC | 4,599 | $645.4K | 0.02% | −751−14.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,571 | $641.5K | 0.00% | +2,428+113.3% | Added |
| Evergreen Capital Management LLC | 4,480 | $639.3K | 0.02% | −531−10.6% | Reduced |
| Henshaw Capital LLC | 4,479 | $628.6K | 0.03% | +4,479 | New |
| Old National Bancorp | 4,428 | $621.4K | 0.01% | +174+4.1% | Added |
| Essex Financial Services, Inc. | 4,502 | $615.9K | 0.04% | +14+0.3% | Added |
| Ronald Blue Trust, Inc. | 4,857 | $612.4K | 0.01% | +1,593+48.8% | Added |
| Principal Street Partners, LLC | 4,844 | $610.8K | 0.10% | +2,418+99.7% | Added |
| Motco | 4,345 | $609.8K | 0.06% | −78−1.8% | Reduced |
| First Hawaiian Bank | 4,338 | $608.8K | 0.02% | −181−4.0% | Reduced |
| Auxano Advisors, LLC | 4,334 | $608.2K | 0.16% | −15−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 4,248 | $596.2K | 0.01% | −116−2.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,247 | $596.0K | 0.06% | −104−2.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 4,240 | $595.0K | 0.00% | −149−3.4% | Reduced |
| Parsons Capital Management Inc | 4,223 | $592.7K | 0.04% | −125−2.9% | Reduced |
| Centaurus Financial, Inc. | 4,216 | $592.0K | 0.04% | +890+26.8% | Added |
| Baxter Bros Inc | 4,200 | $589.4K | 0.08% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,300 | $589.1K | 0.03% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 4,117 | $588.1K | 0.06% | +2,307+127.5% | Added |
| Iams Wealth Management, LLC | 4,185 | $587.4K | 0.29% | +268+6.8% | Added |
| Diversify Wealth Management, LLC | 4,370 | $586.4K | 0.06% | +543+14.2% | Added |
| Rehmann Capital Advisory Group | 4,150 | $586.4K | 0.04% | −424−9.3% | Reduced |
| Pitti Group Wealth Management, LLC | 4,013 | $584.6K | 0.64% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,110 | $576.8K | 0.02% | −166−3.9% | Reduced |
| Mission Wealth Management, LP | 4,069 | $571.1K | 0.01% | +873+27.3% | Added |
| Sather Financial Group Inc | 4,040 | $567.0K | 0.04% | −73−1.8% | Reduced |
| Asset Management One Co.,Ltd. | 4,020 | $564.2K | 0.00% | −230−5.4% | Reduced |
| Summit Trail Advisors, LLC | 3,930 | $561.2K | 0.01% | +276+7.6% | Added |
| United Community Bank | 3,995 | $560.7K | 0.22% | −315−7.3% | Reduced |
| Epacria Capital Partners, LLC | 3,989 | $559.8K | 0.38% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 3,983 | $559.1K | 0.00% | −70−1.7% | Reduced |
| Occidental Asset Management, LLC | 3,977 | $558.1K | 0.09% | −478−10.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,945 | $553.7K | 0.23% | +400+11.3% | Added |