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 |
|---|---|---|---|---|---|
| NBT Bank N A | 498 | $69.9K | 0.00% | +450+937.5% | Added |
| JFS Wealth Advisors, LLC | 463 | $65.0K | 0.00% | −28−5.7% | Reduced |
| AdvisorNet Financial, Inc | 412 | $57.8K | 0.00% | −126−23.4% | Reduced |
| Addison Advisors LLC | 406 | $57.0K | 0.02% | +211+108.2% | Added |
| Standard Family Office LLC | 402 | $56.4K | 0.07% | 00.0% | Unchanged |
| Knuff & Co LLC | 400 | $56.1K | 0.02% | −600−60.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 400 | $56.1K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 400 | $56.1K | 0.01% | +50+14.3% | Added |
| Piscataqua Savings Bank | 398 | $55.9K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 396 | $55.6K | 0.03% | +396 | New |
| Davis Capital Management | 395 | $55.4K | 0.04% | +395 | New |
| Sittner & Nelson, LLC | 386 | $54.1K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 377 | $52.9K | 0.00% | +27+7.7% | Added |
| Smithfield Trust Co | 364 | $51.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 363 | $50.9K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 347 | $49.6K | 0.03% | −124−26.3% | Reduced |
| Tortoise Investment Management, LLC | 325 | $45.6K | 0.00% | −250−43.5% | Reduced |
| Baldwin Brothers Inc | 315 | $44.2K | 0.00% | +300+2,000.0% | Added |
| Oakworth Capital, Inc. | 308 | $43.2K | 0.00% | −21−6.4% | Reduced |
| Pacifica Partners Inc. | 303 | $42.5K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 299 | $42.0K | 0.03% | +279+1,395.0% | Added |
| CoreFirst Bank & Trust | 292 | $41.0K | 0.02% | +292 | New |
| WR Wealth Planners, LLC | 275 | $38.6K | 0.01% | −25−8.3% | Reduced |
| Concord Wealth Partners | 273 | $38.3K | 0.01% | +273 | New |
| City State Bank | 269 | $37.8K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $35.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 250 | $35.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 249 | $34.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 237 | $33.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 234 | $32.0K | 0.03% | −14−5.6% | Reduced |
| Guardian Wealth Management, Inc. | 218 | $30.6K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 214 | $30.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 214 | $30.0K | 0.00% | +13+6.5% | Added |
| Criterion Capital Advisors, LLC | 237 | $29.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 204 | $28.6K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $28.1K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $28.1K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $28.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $28.1K | 0.00% | +22+12.4% | Added |
| Alpine Bank Wealth Management | 200 | $28.1K | 0.00% | +200 | New |
| 1620 Investment Advisors, Inc. | 196 | $27.5K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 180 | $25.7K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 183 | $25.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 177 | $24.8K | 0.01% | +177 | New |
| Tradewinds Capital Management, LLC | 175 | $24.6K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 175 | $24.6K | 0.01% | +175 | New |
| MCF Advisors LLC | 165 | $23.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $23.0K | 0.00% | −25−13.2% | Reduced |
| Bellevue Asset Management, LLC | 159 | $22.4K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 157 | $22.0K | 0.00% | +157 | New |
| Claris Advisors, LLC | 150 | $21.1K | 0.01% | +150 | New |
| Beach Investment Counsel Inc | 150 | $21.0K | 0.00% | −633−80.8% | Reduced |
| First PREMIER Bank | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 149 | $20.9K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 147 | $20.6K | 0.00% | +147 | New |
| Hilltop National Bank | 143 | $20.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 141 | $19.8K | 0.01% | −3−2.1% | Reduced |
| Godsey & Gibb Associates | 140 | $19.7K | 0.00% | +101+259.0% | Added |
| Sachetta, LLC | 134 | $19.1K | 0.01% | +5+3.9% | Added |
| Princeton Global Asset Management LLC | 136 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 133 | $19.0K | 0.00% | +85+177.1% | Added |
| Raffa Wealth Management, LLC | 131 | $18.4K | 0.00% | +36+37.9% | Added |
| Aspire Private Capital, LLC | 124 | $17.4K | 0.00% | +102+463.6% | Added |
| Twin Lakes Capital Management, LLC | 123 | $17.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 120 | $16.8K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 119 | $16.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 117 | $16.4K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 116 | $16.3K | 0.00% | +116 | New |
| Pacific Center for Financial Services | 113 | $15.9K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 112 | $15.7K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 111 | $15.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 108 | $15.1K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 100 | $14.0K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 100 | $14.0K | 0.00% | +100 | New |
| AlphaMark Advisors, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 99 | $13.9K | 0.01% | −419−80.9% | Reduced |
| Richard W. Paul & Associates, LLC | 96 | $13.5K | 0.00% | +96 | New |
| Nordwand Advisors, LLC | 95 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 94 | $13.2K | 0.01% | −840−89.9% | Reduced |
| Planning Capital Management Corp | 90 | $12.6K | 0.01% | −174−65.9% | Reduced |
| Mather Group, LLC. | 89 | $12.4K | 0.00% | −409−82.1% | Reduced |
| Prestige Wealth Management Group LLC | 85 | $12.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 86 | $12.1K | 0.00% | +86 | New |
| Resources Management Corp | 85 | $12.0K | 0.00% | −300−77.9% | Reduced |
| Caitlin John, LLC | 100 | $11.9K | 0.01% | −226−69.3% | Reduced |
| Frazier Financial Advisors, LLC | 84 | $11.8K | 0.01% | −9−9.7% | Reduced |
| Bogart Wealth, LLC | 84 | $11.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 83 | $11.6K | 0.00% | +9+12.2% | Added |
| Ninety One UK Ltd | 77 | $10.8K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 75 | $10.5K | 0.00% | −75−50.0% | Reduced |
| GW&K Investment Management, LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 76 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 86 | $10.0K | 0.00% | +86 | New |
| West Oak Capital, LLC | 70 | $9.80K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 82 | $9.79K | 0.01% | 00.0% | Unchanged |