Skip to main content
Livermore
Livermore
ZHEN

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

Q4 2024 vs. Q3 2024

How the institutions holding Diageo PLC changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of DEO: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders96524970+29
Shares59.9M1.25M64.6M+5.99M (+10.2%)
Value$8.32B$175.6M$7.43B−$716.9M (−8.8%)

24 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (130)

Institutions that held Diageo PLC at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 130 by value.

Institutions new to DEO in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc974,530$123.9M0.05%
Abc Arbitrage SA297,153$37.8M5.42%
Optiver Holding B.V.160,043$20.3M0.66%
St. James Investment Company, LLC142,285$18.1M3.12%
Vulcan Value Partners, LLC91,776$11.6M0.19%
Generate Investment Management Ltd87,754$11.2M0.78%
Clark Estates Inc85,500$10.9M2.10%
Coleford Investment Management Ltd.71,934$9.14M2.41%
Hillman Capital Management, Inc.51,395$6.53M2.42%
Guardian Partners Inc.47,397$5.95M0.60%
Bearing Point Capital, LLC28,507$3.62M0.76%
LMR Partners LLP25,000$3.18M0.06%
Taikang Asset Management (Hong Kong) Co Ltd23,000$2.92M0.43%
Beacon Investment Advisors LLC22,555$2.87M1.35%
Eagle Global Advisors LLC22,160$2.82M0.12%
R.H. Investment Group, LLC21,666$2.75M2.60%
Evelyn Partners Asset Management Ltd20,343$2.59M0.70%
DMKC Advisory Services, LLC16,552$2.10M1.91%
Simplex Trading, LLC14,294$1.82M0.05%
Bradyco, Inc.11,602$1.49M0.92%
Perennial Advisors, LLC11,219$1.43M0.31%
Centric Wealth Management11,194$1.42M0.38%
Premier Path Wealth Partners, LLC10,287$1.31M0.20%
Parvin Asset Management, LLC9,835$1.25M1.35%
Madison Investment Advisors, LLC8,038$1.02M0.01%
Anb Bank6,322$803.7K0.35%
Entropy Technologies, LP6,259$795.7K0.08%
St. Nicholas Private Asset Management, Inc6,065$771.0K0.69%
Essential Planning, LLC.5,850$745.4K0.00%
Cary Street Partners Financial LLC5,820$740.0K0.02%
Tectonic Advisors LLC5,708$725.7K0.05%
Generali Investments CEE, investicni spolecnost, a.s.4,850$616.6K0.06%
Generation Capital Management LLC4,655$591.8K0.51%
Brandes Investment Partners, LP4,351$553.1K0.01%
Crux Wealth Advisors4,307$547.6K0.30%
Potomac Fund Management Inc4,075$518.1K0.03%
SBI Securities Co., Ltd.3,814$484.9K0.01%
DecisionMap Wealth Management, LLC3,738$475.2K0.38%
Boston Private Wealth LLC3,498$444.7K0.01%
Callan Family Office, LLC3,347$425.5K0.03%
Hickory Asset Management, Inc.3,257$414.0K0.35%
WS Portfolio Advisory, LLC3,200$406.8K1.66%
Lakeshore Capital Group, Inc.3,162$402.0K0.61%
Sagespring Wealth Partners, LLC2,913$370.3K0.01%
Vision Financial Markets LLC2,815$357.9K0.39%
Oregon Pacific Wealth Management, LLC2,701$343.4K0.34%
Global View Capital Management LLC2,699$340.4K0.12%
Clear Harbor Asset Management, LLC2,558$325.2K0.03%
Union Bancaire Privee, UBP SA2,421$285.1K0.01%
Canandaigua National Trust Co of Florida2,113$268.6K0.21%
ICONIQ Capital, LLC2,018$256.5K0.00%
AssuredPartners Investment Advisors, LLC2,008$255.3K0.05%
Maxi Investments CY Ltd2,000$254.0K0.05%
Delta Investment Management, LLC1,967$250.1K0.05%
Farringdon Capital, Ltd.1,961$249.3K0.10%
Fiduciary Financial Group, LLC2,033$240.4K0.05%
Frank, Rimerman Advisors LLC1,890$240.3K0.02%
MONECO Advisors, LLC1,769$224.9K0.02%
Seeds Investor LLC1,705$216.8K0.06%
Atlas Capital Advisors LLC1,700$216.1K0.03%
Meeder Advisory Services, Inc.1,683$214.0K0.01%
Kathmere Capital Management, LLC1,683$214.0K0.02%
King Luther Capital Management Corp1,617$205.6K0.00%
TT Capital Management LLC1,678$202.8K0.16%
Brighton Jones LLC1,588$201.8K0.01%
Golden State Wealth Management, LLC987$125.5K0.02%
Sierra Ocean, LLC892$113.4K0.09%
Headlands Technologies LLC879$111.7K0.01%
VSM Wealth Advisory, LLC781$99.3K0.04%
Hopwood Financial Services, Inc.776$98.7K0.07%
Accredited Wealth Management, LLC728$92.6K0.08%
Kentucky Trust Co650$82.6K0.05%
Stonebridge Financial Group, LLC558$70.9K0.01%
Greenline Partners, LLC483$61.4K0.01%
High Note Wealth, LLC439$55.8K0.01%
Millstone Evans Group, LLC435$55.3K0.04%
Whipplewood Advisors, LLC401$51.0K0.03%
Crews Bank & Trust400$50.9K0.01%
Group One Trading, L.P.383$48.7K0.00%
Van Hulzen Asset Management, LLC320$40.7K0.00%
Medallion Wealth Advisors, LLC340$38.2K0.02%
ESL Trust Services, LLC300$38.1K0.01%
Kestra Investment Management, LLC284$36.2K0.00%
Modus Advisors, LLC279$35.5K0.01%
Measured Risk Portfolios, Inc.254$32.3K0.04%
BNP Paribas250$31.8K0.00%
Castleview Partners, LLC249$31.4K0.02%
Orion Capital Management LLC200$25.4K0.01%
WPG Advisers, LLC188$23.9K0.02%
Walleye Capital LLC187$23.8K0.00%
Versant Capital Management, Inc180$22.9K0.00%
Hager Investment Management Services, LLC160$20.3K0.01%
Decker Retirement Planning Inc.150$19.1K0.01%
Synergy Financial Management, LLC125$17.5K0.00%
Hurley Capital, LLC130$15.8K0.01%
Winch Advisory Services, LLC113$14.4K0.00%
Clark Wealth Partners107$13.6K0.01%
Roxbury Financial LLC108$13.0K0.01%
New Wave Wealth Advisors LLC100$12.7K0.01%
Consultiva Wealth Management, Corp.90$11.4K0.06%

Sold out (101)

Institutions that held Diageo PLC at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 101 by value.

Institutions that sold out of DEO in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Orbis Allan Gray Ltd1,980,951$278.0M
Renaissance Technologies LLC63,200$8.87M
Groupama Asset Managment404,872$7.18M
Mediolanum International Funds Ltd178,105$6.32M
Verition Fund Management LLC45,055$6.32M
Portland Global Advisors LLC39,298$5.52M
Value Partners Investments Inc.35,220$4.95M
Schonfeld Strategic Advisors LLC32,137$4.51M
Y-Intercept (Hong Kong) Ltd19,229$2.70M
Point72 Asset Management, L.P.16,228$2.28M
Balyasny Asset Management LLC12,535$1.76M
Galibier Capital Management Ltd.11,613$1.63M
KMG Fiduciary Partners, LLC9,620$1.35M
GTS Securities LLC8,885$1.25M
Prudential Financial Inc6,837$959.5K
Scientech Research LLC6,592$925.1K
Empire Financial Management Company, LLC6,230$874.3K
Veriti Management LLC5,902$828.3K
Bayesian Capital Management, LP5,736$805.0K
Atlanta Consulting Group Advisors, LLC4,614$647.5K
Pitti Group Wealth Management, LLC4,013$584.6K
Wimmer Associates 1, LLC3,655$512.9K
International Assets Investment Management, LLC69,609$496.0K
L.M. Kohn & Company3,191$447.9K
HBK Sorce Advisory LLC3,166$444.3K
Syon Capital LLC2,879$404.1K
Stratos Wealth Advisors, LLC2,565$360.0K
Marcum Wealth, LLC2,488$349.2K
American Capital Advisory, LLC2,447$343.4K
Arkadios Wealth Advisors2,407$337.8K
Golden State Equity Partners2,385$334.7K
Vontobel Holding Ltd.2,375$333.4K
PDS Planning, Inc2,321$325.7K
Edge Capital Group, LLC2,203$309.2K
Moneta Group Investment Advisors LLC2,187$307.0K
Two Sigma Securities, LLC2,144$300.9K
Dorchester Wealth Management Co2,140$300.3K
Signature Estate & Investment Advisors LLC2,067$290.1K
Notis-McConarty Edward2,000$280.7K
Allen Investment Management LLC1,983$278.3K
Abbot Financial Management, Inc.1,925$270.2K
Kingswood Wealth Advisors, LLC1,914$268.5K
Ipswich Investment Management Co., Inc.1,882$264.1K
West Family Investments, Inc.1,871$262.6K
Schechter Investment Advisors, LLC1,855$260.3K
KPP Advisory Services LLC1,791$251.3K
J.W. Cole Advisors, Inc.1,753$246.0K
Interchange Capital Partners, LLC1,736$243.7K
KCM Investment Advisors LLC1,722$241.7K
Ruggaard & Associates LLC1,715$240.7K
Headinvest, LLC1,700$238.6K
Willner & Heller, LLC1,699$238.5K
Aspiriant, LLC1,676$235.2K
Journey Strategic Wealth LLC1,661$233.1K
First City Capital Management, Inc.1,649$231.4K
FDx Advisors, Inc.1,607$226.0K
Park National Corp1,610$225.9K
B&D White Capital Company, LLC1,600$224.5K
WealthPlan Investment Management, LLC1,588$222.9K
SOL Capital Management CO1,580$222.0K
Paragon Capital Management Ltd1,560$218.9K
Wesbanco Bank Inc1,540$216.1K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,534$215.3K
Earnest Partners LLC1,529$214.6K
Albert D Mason Inc1,526$214.2K
Nixon Peabody Trust Co1,525$214.0K
Liberty Wealth Management LLC1,521$213.0K
Robertson Stephens Wealth Management, LLC1,487$212.1K
Schulhoff & Co Inc1,508$211.6K
Tritonpoint Wealth, LLC1,465$209.9K
Heartwood Wealth Advisors LLC1,481$207.8K
Newman Dignan & Sheerar, Inc.1,551$206.9K
McDonald Partners LLC1,463$205.4K
Brandywine Oak Private Wealth LLC1,450$203.5K
Horan Securities, Inc.1,447$203.1K
D.B. Root & Company, LLC1,441$202.3K
Greenfield Savings Bank1,440$202.1K
Centennial Wealth Advisory LLC1,436$201.5K
Fishman Jay A Ltd1,435$201.4K
Ameritas Advisory Services, LLC1,433$201.2K
Pallas Capital Advisors LLC1,490$200.4K
Transcendent Capital Group LLC513$72.0K
Knuff & Co LLC400$56.1K
Maryland Capital Advisors Inc.396$55.6K
Baldwin Brothers Inc315$44.2K
Planned Solutions, Inc.175$24.6K
Ashton Thomas Securities, LLC157$22.0K
Claris Advisors, LLC150$21.1K
Beach Investment Counsel Inc150$21.0K
Aspire Private Capital, LLC124$17.4K
Jaffetilchin Investment Partners, LLC100$14.0K
Stone House Investment Management, LLC86$12.1K
Foster Dykema Cabot & Partners, LLC48$6.74K
Flaharty Asset Management, LLC42$5.93K
Evermay Wealth Management LLC32$4.49K
Gilliland Jeter Wealth Management LLC30$4.21K
Northwest Financial Advisors24$3.37K
Reston Wealth Management LLC22$3.12K
Westside Investment Management, Inc.20$2.81K
Annis Gardner Whiting Capital Advisors, LLC10$1.43K

Not filed for Q4 2024 yet (24)

Institutions that held Diageo PLC at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DEO in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates853,640$119.8M
Raymond James Financial Services Advisors, Inc.125,894$17.7M
Guardian Capital Advisors LP50,812$7.11M
First Personal Financial Services40,273$5.65M
GYL Financial Synergies, LLC38,983$5.47M
Prio Wealth Limited Partnership35,569$4.99M
Chartwell Investment Partners, LLC32,138$4.51M
Graybill Bartz & Assoc Ltd28,384$3.98M
Raymond James Trust N.A.14,222$2.00M
Northwest Investment Counselors, LLC12,293$1.73M
Winning Points Advisors, LLC3,457$517.8K
9258 Wealth Management, LLC3,538$496.5K
Cary Street Partners Asset Management LLC3,132$439.6K
Sage Investment Advisers LLC1,984$278.4K
Concentric Wealth Management, LLC1,950$273.7K
Inscription Capital, LLC1,726$242.2K
SpiderRock Advisors, LLC1,678$235.6K
M&R Capital Management Inc1,225$171.9K
FinTrust Capital Advisors, LLC200$28.1K
Alpine Bank Wealth Management200$28.1K
Planning Capital Management Corp90$12.6K
Annapolis Financial Services, LLC68$9.59K
Carmichael Hill & Associates, Inc.12$1.69K
ClariVest Asset Management LLC4$508