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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 3,945 | $553.6K | 0.10% | −800−16.9% | Reduced |
| Columbia Asset Management | 3,923 | $551.0K | 0.10% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 3,918 | $549.9K | 0.17% | −24−0.6% | Reduced |
| Carnegie Lake Advisors LLC | 3,900 | $547.0K | 0.22% | +3,900 | New |
| Lester Murray Antman dba SimplyRich | 3,843 | $539.0K | 0.15% | +943+32.5% | Added |
| Baker Tilly Wealth Management, LLC | 3,831 | $537.6K | 0.24% | +151+4.1% | Added |
| Canvas Wealth Advisors, LLC | 3,816 | $535.5K | 0.15% | +705+22.7% | Added |
| Salvus Wealth Management, LLC | 3,801 | $533.4K | 0.33% | +8+0.2% | Added |
| Ellevest, Inc. | 3,794 | $532.5K | 0.03% | −474−11.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,785 | $531.2K | 0.01% | −125−3.2% | Reduced |
| Northwest & Ethical Investments L.P. | 3,779 | $530.3K | 0.01% | +1,158+44.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,775 | $530.0K | 0.18% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,770 | $529.1K | 0.01% | −1,580−29.5% | Reduced |
| Coldstream Capital Management Inc | 3,769 | $525.2K | 0.01% | +353+10.3% | Added |
| Pacitti Group Inc. | 3,696 | $521.4K | 0.25% | +3,696 | New |
| Wilkins Investment Counsel Inc | 3,710 | $520.7K | 0.07% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,702 | $519.7K | 0.13% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 3,457 | $517.8K | 0.98% | +3,457 | New |
| Cohen Investment Advisors LLC | 3,689 | $517.7K | 0.32% | +361+10.8% | Added |
| Grimes & Company, Inc. | 3,661 | $513.7K | 0.01% | −54−1.5% | Reduced |
| Wimmer Associates 1, LLC | 3,655 | $512.9K | 0.25% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,650 | $512.2K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,638 | $510.6K | 0.00% | −499−12.1% | Reduced |
| CWM, LLC | 3,632 | $510.0K | 0.00% | −920−20.2% | Reduced |
| Sequoia Financial Advisors, LLC | 3,632 | $509.7K | 0.01% | +443+13.9% | Added |
| Stonegate Investment Group, LLC | 3,618 | $507.8K | 0.01% | −772−17.6% | Reduced |
| Quadrant Capital Group LLC | 3,591 | $504.0K | 0.04% | +539+17.7% | Added |
| Fortitude Family Office, LLC | 3,571 | $501.2K | 0.20% | +3,571 | New |
| Welch & Forbes LLC | 3,546 | $497.6K | 0.01% | −288−7.5% | Reduced |
| 9258 Wealth Management, LLC | 3,538 | $496.5K | 0.07% | −19−0.5% | Reduced |
| Lindbrook Capital, LLC | 3,535 | $496.1K | 0.04% | −160−4.3% | Reduced |
| International Assets Investment Management, LLC | 69,609 | $496.0K | 0.00% | +69,609 | New |
| Vise Technologies, Inc. | 3,526 | $494.9K | 0.06% | −1,683−32.3% | Reduced |
| Quadcap Wealth Management, LLC | 3,517 | $493.5K | 0.08% | −946−21.2% | Reduced |
| First National Trust Co | 3,509 | $492.5K | 0.02% | −38−1.1% | Reduced |
| Tiaa Trust, National Association | 3,508 | $492.3K | 0.00% | −132−3.6% | Reduced |
| Cypress Capital Group | 3,498 | $490.9K | 0.06% | +69+2.0% | Added |
| Vident Advisory, LLC | 3,496 | $490.7K | 0.01% | +343+10.9% | Added |
| Schrum Private Wealth Management LLC | 3,492 | $490.1K | 0.25% | +1,546+79.4% | Added |
| LRI Investments, LLC | 4,041 | $484.3K | 0.05% | +1,549+62.2% | Added |
| PAX Financial Group, LLC | 3,448 | $483.9K | 0.09% | +208+6.4% | Added |
| First Nebraska Trust Co | 3,443 | $483.2K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 3,432 | $481.6K | 0.01% | −144−4.0% | Reduced |
| Adalta Capital Management LLC | 3,370 | $481.4K | 0.25% | +495+17.2% | Added |
| Coerente Capital Management | 3,415 | $479.3K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,411 | $478.7K | 0.07% | +536+18.6% | Added |
| Wynn Capital, LLC | 3,402 | $477.4K | 0.31% | +345+11.3% | Added |
| Caldwell Trust Co | 3,390 | $475.8K | 0.05% | −166−4.7% | Reduced |
| GAMMA Investing LLC | 3,387 | $475.3K | 0.05% | +440+14.9% | Added |
| Profund Advisors LLC | 3,381 | $474.5K | 0.02% | −510−13.1% | Reduced |
| Beacon Financial Group | 3,315 | $465.2K | 0.05% | −557−14.4% | Reduced |
| Drive Wealth Management, LLC | 3,251 | $464.4K | 0.12% | −34−1.0% | Reduced |
| Alliance Wealth Advisors, LLC | 3,297 | $462.7K | 0.12% | +153+4.9% | Added |
| Private Trust Co NA | 3,274 | $459.4K | 0.05% | +623+23.5% | Added |
| Hilltop Holdings Inc. | 3,234 | $453.8K | 0.03% | +1,511+87.7% | Added |
| Monticello Wealth Management, LLC | 3,219 | $451.8K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,191 | $447.9K | 0.11% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 3,171 | $445.0K | 0.33% | −531−14.3% | Reduced |
| Cable Hill Partners, LLC | 3,111 | $444.5K | 0.04% | +467+17.7% | Added |
| HBK Sorce Advisory LLC | 3,166 | $444.3K | 0.01% | +252+8.6% | Added |
| Bridgefront Capital, LLC | 3,165 | $444.2K | 0.17% | +3,165 | New |
| PFG Investments, LLC | 3,150 | $442.1K | 0.03% | +634+25.2% | Added |
| Cary Street Partners Asset Management LLC | 3,132 | $439.6K | 0.06% | −53−1.7% | Reduced |
| Walleye Trading LLC | 3,120 | $437.9K | 0.01% | +2,851+1,059.9% | Added |
| FSB Premier Wealth Management, Inc. | 3,120 | $437.9K | 0.18% | +3,120 | New |
| Hardman Johnston Global Advisors LLC | 3,100 | $435.1K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 3,075 | $431.5K | 0.05% | −125−3.9% | Reduced |
| Financial Advocates Investment Management | 3,033 | $425.7K | 0.02% | +1,155+61.5% | Added |
| Alhambra Investment Partners LLC | 3,005 | $421.7K | 0.22% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 3,001 | $421.2K | 0.17% | +100+3.4% | Added |
| Financial Counselors Inc | 2,979 | $418.1K | 0.01% | +392+15.2% | Added |
| Buckingham Strategic Partners | 2,960 | $415.4K | 0.01% | −239−7.5% | Reduced |
| Sunbelt Securities, Inc. | 2,955 | $414.7K | 0.04% | −306−9.4% | Reduced |
| HighPoint Advisor Group LLC | 3,337 | $414.4K | 0.02% | +669+25.1% | Added |
| Murphy Pohlad Asset Management LLC | 2,952 | $414.3K | 0.17% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,919 | $409.7K | 0.16% | −1,024−26.0% | Reduced |
| Fiduciary Group LLC | 2,890 | $405.6K | 0.04% | −45−1.5% | Reduced |
| Bank of Hawaii | 2,886 | $405.0K | 0.02% | +149+5.4% | Added |
| Johnson Investment Counsel Inc | 2,883 | $404.6K | 0.00% | −306−9.6% | Reduced |
| Syon Capital LLC | 2,879 | $404.1K | 0.04% | −226−7.3% | Reduced |
| Summitry LLC | 2,876 | $403.6K | 0.02% | +101+3.6% | Added |
| Atomi Financial Group, Inc. | 2,862 | $401.7K | 0.03% | +157+5.8% | Added |
| Crawford Investment Counsel Inc | 2,862 | $401.7K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,857 | $401.0K | 0.05% | +954+50.1% | Added |
| Intrust Bank NA | 2,846 | $399.4K | 0.04% | +2,846 | New |
| Pinnacle West Asset Management, Inc. | 2,815 | $395.0K | 0.28% | +225+8.7% | Added |
| Fca Corp | 2,800 | $393.0K | 0.12% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,709 | $387.0K | 0.02% | −400−12.9% | Reduced |
| Heritage Wealth Management, Inc. | 2,700 | $378.9K | 0.12% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 2,694 | $378.1K | 0.12% | −69−2.5% | Reduced |
| Wrapmanager Inc | 2,665 | $374.0K | 0.10% | −23−0.9% | Reduced |
| Keudell/Morrison Wealth Management | 2,653 | $372.3K | 0.10% | +2,653 | New |
| Park Place Capital Corp | 2,635 | $369.8K | 0.11% | +2,599+7,219.4% | Added |
| Pitcairn Co | 2,633 | $369.5K | 0.02% | +2,633 | New |
| Dillon & Associates Inc | 2,617 | $366.0K | 0.05% | −4,100−61.0% | Reduced |
| Formidable Asset Management, LLC | 2,601 | $365.0K | 0.06% | −215−7.6% | Reduced |
| Zuckerman Investment Group, LLC | 2,593 | $363.9K | 0.04% | +38+1.5% | Added |
| Stratos Wealth Advisors, LLC | 2,565 | $360.0K | 0.02% | −1,044−28.9% | Reduced |
| Cullen Investment Group, Ltd. | 2,556 | $358.7K | 0.05% | −40−1.5% | Reduced |
| MJP Associates Inc | 2,551 | $358.0K | 0.07% | −24−0.9% | Reduced |