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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

13F holders, Q4 2024

Institutional positions in Diageo PLC as of Dec 31, 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
970
+29 vs. Q3 2024
Shares held
64.6M
+5.99M (+10.2%) vs. Q3 2024
Total value
$7.43B
−$716.9M (−8.8%) vs. Q3 2024
New holders
130
285 more added
Sold out
101
399 more reduced

24 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 970 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ4 2024: $7.43B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2024.

Institutions holding DEO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC0$360.00%0New
Aventura Private Wealth, LLC1$1270.00%+1New
NBC Securities, Inc.1$1430.01%−981−99.9%Reduced
Nova Wealth Management, Inc.2$2540.00%+2New
Sound Income Strategies, LLC4$5090.00%−11−73.3%Reduced
Quent Capital, LLC4$5090.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.5$6360.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.6$7630.00%+6New
Mendota Financial Group, LLC7$8900.00%−4−36.4%Reduced
Investors Research Corp7$8900.00%00.0%Unchanged
Resources Management Corp10$1.00K0.00%−75−88.2%Reduced
POM Investment Strategies, LLC8$1.02K0.00%00.0%Unchanged
Abound Wealth Management8$1.02K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC10$1.18K0.00%−29−74.4%Reduced
Nemes Rush Group LLC10$1.27K0.00%00.0%Unchanged
TD Capital Management LLC10$1.27K0.00%00.0%Unchanged
Toth Financial Advisory Corp10$1.27K0.00%+10New
Dunhill Financial, LLC11$1.40K0.00%+11New
Painted Porch Advisors LLC12$1.53K0.00%+12New
Global Financial Private Client, LLC13$1.65K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.13$1.65K0.00%+13New
Wiser Advisor Group LLC14$1.81K0.00%00.0%Unchanged
Valued Wealth Advisors LLC15$1.91K0.00%00.0%Unchanged
IMG Wealth Management, Inc.15$1.91K0.00%+15New
Midwest Capital Advisors, LLC16$2.00K0.00%+16New
Highline Wealth Partners LLC16$2.03K0.00%−7−30.4%Reduced
Fairman Group, LLC16$2.03K0.00%00.0%Unchanged
Leonteq Securities AG16$2.03K0.00%00.0%Unchanged
Pinney & Scofield, Inc.16$2.03K0.00%+16New
Copia Wealth Management16$2.03K0.00%+16New
Avalon Trust Co17$2.16K0.00%+17New
Eukles Asset Management20$2.54K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.21$2.67K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC21$2.67K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC21$2.72K0.00%00.0%Unchanged
Copeland Capital Management, LLC22$2.80K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.23$2.92K0.00%−5−17.9%Reduced
Rakuten Securities, Inc.23$2.92K0.00%−15−39.5%Reduced
Tidemark, LLC25$3.18K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP25$3.18K0.00%00.0%Unchanged
Atala Financial Inc25$3.18K0.00%+25New
MCF Advisors LLC25$3.18K0.00%−140−84.8%Reduced
Stephens Consulting, LLC29$3.69K0.00%00.0%Unchanged
Capital & Planning, LLC29$3.69K0.00%+29New
AdvisorNet Financial, Inc30$3.81K0.00%−382−92.7%Reduced
Key Financial Inc30$3.81K0.00%00.0%Unchanged
IAG Wealth Partners, LLC30$3.81K0.00%00.0%Unchanged
TSFG, LLC30$4.00K0.00%00.0%Unchanged
Robinswood Financial LLC33$4.27K0.00%00.0%Unchanged
Anfield Capital Management, LLC34$4.32K0.00%00.0%Unchanged
Centricity Wealth Management, LLC34$4.32K0.00%+34New
Sugarloaf Wealth Management, LLC35$4.45K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC35$4.45K0.00%00.0%Unchanged
Manchester Capital Management LLC36$4.58K0.00%00.0%Unchanged
Fedenia Advisers LLC36$4.58K0.00%+36New
Ruedi Wealth Management, Inc.37$4.70K0.00%00.0%Unchanged
NewSquare Capital LLC37$4.70K0.00%+37New
HHM Wealth Advisors, LLC37$4.73K0.00%00.0%Unchanged
Kozak & Associates, Inc.39$4.73K0.00%+39New
Godsey & Gibb Associates39$4.96K0.00%−101−72.1%Reduced
ORG Partners LLC40$5.08K0.00%00.0%Unchanged
Global Trust Asset Management, LLC41$5.15K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC41$5.21K0.00%00.0%Unchanged
West Financial Advisors, LLC41$5.21K0.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC42$5.37K0.00%+42New
SWAN Capital LLC43$5.47K0.00%00.0%Unchanged
Cornerstone Planning Group LLC44$5.53K0.00%+5+12.8%Added
Pflug Koory, LLC47$5.97K0.00%00.0%Unchanged
Mascoma Wealth Management LLC48$6.10K0.00%00.0%Unchanged
Gold Investment Management Ltd.48$6.10K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC49$6.23K0.00%−200−80.3%Reduced
Oarsman Capital, Inc.50$6.36K0.00%00.0%Unchanged
Activest Wealth Management50$6.36K0.00%+50New
Pension & Wealth Management Advisors, Inc.50$6.36K0.00%+50New
Oliver Lagore Vanvalin Investment Group53$6.74K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.58$7.33K0.01%−138−70.4%Reduced
Minot DeBlois Advisors LLC60$7.63K0.01%+60New
Gleason Group, Inc.61$7.74K0.00%+1+1.7%Added
Transce3nd, LLC61$7.76K0.00%+61New
Northwest Bank & Trust Co66$7.88K0.01%00.0%Unchanged
Close Asset Management Ltd65$8.00K0.00%00.0%Unchanged
Mather Group, LLC.64$8.07K0.00%−25−28.1%Reduced
Crowley Wealth Management, Inc.65$8.26K0.01%+65New
Retirement Wealth Solutions LLC75$8.88K0.01%+75New
Kiely Wealth Advisory Group, Inc.82$8.89K0.01%00.0%Unchanged
West Oak Capital, LLC70$8.90K0.00%00.0%Unchanged
UMA Financial Services, Inc.70$8.90K0.00%+70New
GW&K Investment Management, LLC73$9.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners77$9.00K0.00%+1+1.3%Added
North Star Investment Management Corp.74$9.41K0.00%−9−10.8%Reduced
Archer Investment Corp75$9.54K0.00%00.0%Unchanged
Sachetta, LLC76$9.66K0.00%−58−43.3%Reduced
Ninety One UK Ltd77$9.79K0.00%00.0%Unchanged
Hemington Wealth Management85$10.0K0.00%−1−1.2%Reduced
Johnson Financial Group, Inc.87$10.4K0.00%+51+141.7%Added
Frazier Financial Advisors, LLC84$10.6K0.01%00.0%Unchanged
Ridgewood Investments LLC84$10.7K0.01%−10−10.6%Reduced
Prestige Wealth Management Group LLC85$10.8K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC86$10.9K0.01%+86New
Macquarie Group Ltd87$11.0K0.00%+87New