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 |
|---|---|---|---|---|---|
| Alan B. Lancz & Associates, Inc. | 2,550 | $357.9K | 0.33% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,546 | $357.4K | 0.00% | +425+20.0% | Added |
| Farmers & Merchants Investments Inc | 2,542 | $356.7K | 0.01% | +114+4.7% | Added |
| Hancock Whitney Corp | 2,529 | $354.9K | 0.01% | −8−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 2,529 | $354.9K | 0.01% | +517+25.7% | Added |
| Mesirow Financial Investment Management, Inc. | 2,528 | $354.8K | 0.01% | −325−11.4% | Reduced |
| Avidian Wealth Solutions, LLC | 2,508 | $352.0K | 0.02% | −464−15.6% | Reduced |
| Flputnam Investment Management Co | 2,497 | $350.5K | 0.01% | −48−1.9% | Reduced |
| Marcum Wealth, LLC | 2,488 | $349.2K | 0.03% | +410+19.7% | Added |
| Legacy Capital Group California, Inc. | 2,465 | $345.9K | 0.12% | +358+17.0% | Added |
| Regatta Capital Group, LLC | 2,465 | $345.9K | 0.07% | −8−0.3% | Reduced |
| 44 Wealth Management LLC | 2,568 | $344.6K | 0.12% | +2,568 | New |
| Brookstone Capital Management | 2,455 | $344.5K | 0.01% | −87−3.4% | Reduced |
| Beaumont Financial Advisors, LLC | 2,451 | $344.0K | 0.03% | −240−8.9% | Reduced |
| American Capital Advisory, LLC | 2,447 | $343.4K | 0.20% | +2,447 | New |
| Cyndeo Wealth Partners, LLC | 2,423 | $340.0K | 0.02% | +2+0.1% | Added |
| Nicholas Hoffman & Company, LLC. | 2,410 | $338.2K | 0.01% | +15+0.6% | Added |
| Arkadios Wealth Advisors | 2,407 | $337.8K | 0.02% | +2,407 | New |
| Old Mission Capital LLC | 2,400 | $336.8K | 0.01% | +70+3.0% | Added |
| Essex Savings Bank | 2,396 | $336.3K | 0.08% | −251−9.5% | Reduced |
| Golden State Equity Partners | 2,385 | $334.7K | 0.05% | +486+25.6% | Added |
| Vontobel Holding Ltd. | 2,375 | $333.4K | 0.00% | +220+10.2% | Added |
| Inlet Private Wealth, LLC | 2,367 | $332.1K | 0.08% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,365 | $332.0K | 0.15% | −3−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 2,351 | $329.9K | 0.00% | −8,135−77.6% | Reduced |
| One Wealth Advisors, LLC | 2,297 | $328.1K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 2,332 | $327.3K | 0.06% | +2,332 | New |
| Allspring Global Investments Holdings, LLC | 2,323 | $326.0K | 0.00% | +643+38.3% | Added |
| PDS Planning, Inc | 2,321 | $325.7K | 0.03% | +664+40.1% | Added |
| Probity Advisors, Inc. | 2,305 | $323.5K | 0.06% | −353−13.3% | Reduced |
| Good Life Advisors, LLC | 2,302 | $323.1K | 0.02% | +2,302 | New |
| Integrated Advisors Network LLC | 2,297 | $322.4K | 0.02% | −738−24.3% | Reduced |
| Capital Investment Advisory Services, LLC | 2,294 | $321.9K | 0.03% | +365+18.9% | Added |
| ProVise Management Group, LLC | 2,287 | $321.0K | 0.03% | −401−14.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,285 | $320.7K | 0.02% | −240−9.5% | Reduced |
| Sanders Morris Harris LLC | 2,263 | $317.6K | 0.05% | +2,263 | New |
| Ieq Capital, LLC | 2,249 | $315.7K | 0.00% | +36+1.6% | Added |
| Tower Research Capital LLC (TRC) | 2,238 | $314.1K | 0.01% | −2,644−54.2% | Reduced |
| Advocate Group LLC | 2,237 | $313.9K | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,208 | $309.9K | 0.04% | −7−0.3% | Reduced |
| Edge Capital Group, LLC | 2,203 | $309.2K | 0.01% | −221−9.1% | Reduced |
| Lantern Wealth Advisors, LLC | 2,200 | $308.7K | 0.21% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,187 | $307.0K | 0.00% | +126+6.1% | Added |
| Carson Advisory Inc. | 2,163 | $303.6K | 0.19% | −149−6.4% | Reduced |
| Two Sigma Securities, LLC | 2,144 | $300.9K | 0.02% | +2,144 | New |
| Spire Wealth Management | 2,143 | $300.8K | 0.01% | −190−8.1% | Reduced |
| Dorchester Wealth Management Co | 2,140 | $300.3K | 0.05% | −20−0.9% | Reduced |
| Bessemer Group Inc | 2,125 | $298.0K | 0.00% | −88−4.0% | Reduced |
| Koshinski Asset Management, Inc. | 2,112 | $296.4K | 0.03% | +42+2.0% | Added |
| Legacy Financial Advisors, Inc. | 2,109 | $296.0K | 0.05% | +2,109 | New |
| Carnegie Capital Asset Management, LLC | 2,079 | $291.8K | 0.01% | +41+2.0% | Added |
| Signature Estate & Investment Advisors LLC | 2,067 | $290.1K | 0.01% | +261+14.5% | Added |
| Roberts Glore & Co Inc | 2,067 | $290.1K | 0.08% | +463+28.9% | Added |
| Milestone Asset Management, LLC | 2,061 | $289.2K | 0.07% | +71+3.6% | Added |
| LGL Partners, LLC | 2,032 | $285.2K | 0.04% | −57−2.7% | Reduced |
| Russell Investments Group, Ltd. | 2,026 | $284.3K | 0.00% | +620+44.1% | Added |
| Laraway Financial Inc | 2,017 | $283.1K | 0.23% | 00.0% | Unchanged |
| Notis-McConarty Edward | 2,000 | $280.7K | 0.13% | −1,000−33.3% | Reduced |
| Shelton Capital Management | 1,990 | $279.3K | 0.01% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,984 | $278.4K | 0.29% | −136−6.4% | Reduced |
| Allen Investment Management LLC | 1,983 | $278.3K | 0.00% | +1,983 | New |
| Concentric Wealth Management, LLC | 1,950 | $273.7K | 0.07% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,925 | $270.2K | 0.14% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,914 | $268.5K | 0.02% | +1,914 | New |
| 180 Wealth Advisors, LLC | 1,897 | $266.2K | 0.04% | −120−5.9% | Reduced |
| Merit Financial Group, LLC | 1,884 | $264.4K | 0.01% | −473−20.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,882 | $264.1K | 0.06% | −3,622−65.8% | Reduced |
| AQR Capital Management LLC | 1,873 | $262.8K | 0.00% | +1,873 | New |
| Kennon-Green & Company, LLC | 1,872 | $262.7K | 0.22% | +93+5.2% | Added |
| West Family Investments, Inc. | 1,871 | $262.6K | 0.09% | +1,871 | New |
| BSW Wealth Partners | 1,866 | $261.9K | 0.04% | −240−11.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,948 | $261.4K | 0.01% | +125+6.9% | 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 |
| Schechter Investment Advisors, LLC | 1,855 | $260.3K | 0.02% | +244+15.1% | Added |
| RDA Financial Network | 1,834 | $257.4K | 0.08% | +1,834 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,913 | $257.2K | 0.00% | −3,401−64.0% | Reduced |
| Wedbush Securities Inc | 1,828 | $257.0K | 0.01% | −1,759−49.0% | Reduced |
| Regions Financial Corp | 1,830 | $256.8K | 0.00% | −50−2.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,896 | $255.1K | 0.02% | +301+18.9% | Added |
| Perigon Wealth Management, LLC | 1,813 | $254.4K | 0.01% | −563−23.7% | Reduced |
| Bank of Nova Scotia Trust Co | 1,796 | $252.1K | 0.03% | +1,796 | New |
| Argonautica Private Wealth Management, Inc | 1,796 | $252.0K | 0.08% | +10+0.6% | Added |
| KPP Advisory Services LLC | 1,791 | $251.3K | 0.06% | −605−25.3% | Reduced |
| Continuum Advisory, LLC | 2,089 | $250.4K | 0.03% | +417+24.9% | Added |
| Icon Wealth Advisors, LLC | 1,782 | $250.1K | 0.02% | +597+50.4% | Added |
| Savant Capital, LLC | 1,776 | $249.2K | 0.00% | +1,776 | New |
| Keel Point, LLC | 1,774 | $249.0K | 0.02% | +18+1.0% | Added |
| Aptus Capital Advisors, LLC | 1,772 | $248.7K | 0.00% | −14−0.8% | Reduced |
| Jane Street Group, LLC | 1,762 | $247.3K | 0.00% | −23,549−93.0% | Reduced |
| Diversified Trust Co | 1,757 | $246.6K | 0.01% | +1,757 | New |
| Tranquilli Financial Advisor LLC | 1,754 | $246.2K | 0.15% | −86−4.7% | Reduced |
| J.W. Cole Advisors, Inc. | 1,753 | $246.0K | 0.01% | −343−16.4% | Reduced |
| Interchange Capital Partners, LLC | 1,736 | $243.7K | 0.09% | +34+2.0% | Added |
| Inscription Capital, LLC | 1,726 | $242.2K | 0.04% | +18+1.1% | Added |
| KCM Investment Advisors LLC | 1,722 | $241.7K | 0.01% | −70−3.9% | Reduced |
| Sunpointe, LLC | 1,686 | $240.9K | 0.20% | +1,686 | New |
| Jeppson Wealth Management, LLC | 1,716 | $240.8K | 0.09% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,715 | $240.7K | 0.10% | −125−6.8% | Reduced |
| Level Four Advisory Services, LLC | 1,932 | $239.9K | 0.01% | −4,471−69.8% | Reduced |