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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MPWM Advisory Solutions, LLC | 88 | $11.2K | 0.01% | +88 | New |
| Consultiva Wealth Management, Corp. | 90 | $11.4K | 0.06% | +90 | New |
| Nordwand Advisors, LLC | 95 | $12.1K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 97 | $12.3K | 0.00% | +1+1.0% | Added |
| Solstein Capital, LLC | 99 | $12.6K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 99 | $12.6K | 0.01% | −119−54.6% | Reduced |
| Paradigm Asset Management Co LLC | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $12.7K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 100 | $12.7K | 0.01% | +100 | New |
| Roxbury Financial LLC | 108 | $13.0K | 0.01% | +108 | New |
| AlphaMark Advisors, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 107 | $13.6K | 0.01% | +107 | New |
| Silicon Valley Capital Partners | 110 | $14.0K | 0.00% | +2+1.9% | Added |
| City Holding Co | 111 | $14.1K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 111 | $14.1K | 0.00% | +50+82.0% | Added |
| HighMark Wealth Management LLC | 112 | $14.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $14.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 113 | $14.4K | 0.00% | +113 | New |
| Bogart Wealth, LLC | 114 | $14.5K | 0.00% | +30+35.7% | Added |
| Adirondack Trust Co | 117 | $14.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 119 | $15.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 120 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 124 | $15.8K | 0.01% | −7,730−98.4% | Reduced |
| Hurley Capital, LLC | 130 | $15.8K | 0.01% | +130 | New |
| Twin Lakes Capital Management, LLC | 125 | $15.9K | 0.01% | +2+1.6% | Added |
| FSA Wealth Management LLC | 130 | $16.5K | 0.01% | +100+333.3% | Added |
| Raffa Wealth Management, LLC | 131 | $16.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 132 | $16.8K | 0.01% | −11−7.7% | Reduced |
| Financial Management Professionals, Inc. | 135 | $17.2K | 0.00% | +2+1.5% | Added |
| Princeton Global Asset Management LLC | 137 | $17.4K | 0.00% | +1+0.7% | Added |
| Synergy Financial Management, LLC | 125 | $17.5K | 0.00% | +125 | New |
| Boyd Watterson Asset Management LLC | 141 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 141 | $18.0K | 0.01% | −18−11.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 149 | $18.9K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 150 | $19.1K | 0.00% | −33−18.0% | Reduced |
| Decker Retirement Planning Inc. | 150 | $19.1K | 0.01% | +150 | New |
| Hager Investment Management Services, LLC | 160 | $20.3K | 0.01% | +160 | New |
| Rosenberg Matthew Hamilton | 169 | $21.5K | 0.01% | −601−78.1% | Reduced |
| Standard Family Office LLC | 174 | $22.1K | 0.03% | −228−56.7% | Reduced |
| Tradewinds Capital Management, LLC | 175 | $22.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 175 | $22.2K | 0.00% | +11+6.7% | Added |
| Fairscale Capital, LLC | 180 | $22.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 180 | $22.9K | 0.00% | +180 | New |
| Walleye Capital LLC | 187 | $23.8K | 0.00% | +187 | New |
| WPG Advisers, LLC | 188 | $23.9K | 0.02% | +188 | New |
| CoreFirst Bank & Trust | 200 | $25.4K | 0.02% | −92−31.5% | Reduced |
| WR Wealth Planners, LLC | 200 | $25.4K | 0.01% | −75−27.3% | Reduced |
| American National Bank | 200 | $25.4K | 0.00% | −50−20.0% | Reduced |
| Old Second National Bank of Aurora | 200 | $25.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $25.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $25.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $25.4K | 0.01% | +200 | New |
| Pacifica Partners Inc. | 203 | $25.6K | 0.01% | −100−33.0% | Reduced |
| Armstrong Advisory Group, Inc | 205 | $26.0K | 0.00% | +1+0.5% | Added |
| Financial Perspectives, Inc | 214 | $27.2K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 237 | $29.9K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 241 | $30.6K | 0.00% | +4+1.7% | Added |
| Eastern Bank | 241 | $30.6K | 0.00% | +125+107.8% | Added |
| Castleview Partners, LLC | 249 | $31.4K | 0.02% | +249 | New |
| Country Trust Bank | 250 | $31.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 250 | $31.8K | 0.00% | +250 | New |
| Measured Risk Portfolios, Inc. | 254 | $32.3K | 0.04% | +254 | New |
| Pin Oak Investment Advisors Inc | 234 | $33.0K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 262 | $33.3K | 0.06% | −267−50.5% | Reduced |
| City State Bank | 269 | $34.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 273 | $34.7K | 0.01% | 00.0% | Unchanged |
| Modus Advisors, LLC | 279 | $35.5K | 0.01% | +279 | New |
| Kestra Investment Management, LLC | 284 | $36.2K | 0.00% | +284 | New |
| St Germain D J Co Inc | 285 | $36.2K | 0.00% | −1,000−77.8% | Reduced |
| McIlrath & Eck, LLC | 285 | $36.2K | 0.00% | −78−21.5% | Reduced |
| ESL Trust Services, LLC | 300 | $38.1K | 0.01% | +300 | New |
| Medallion Wealth Advisors, LLC | 340 | $38.2K | 0.02% | +340 | New |
| Bruce G. Allen Investments, LLC | 302 | $38.4K | 0.03% | +3+1.0% | Added |
| Oakworth Capital, Inc. | 308 | $39.2K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 320 | $40.7K | 0.00% | +320 | New |
| Tortoise Investment Management, LLC | 325 | $41.3K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 347 | $44.1K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $44.5K | 0.00% | −27−7.2% | Reduced |
| Davis Capital Management | 365 | $46.4K | 0.04% | −30−7.6% | Reduced |
| Smithfield Trust Co | 364 | $47.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 383 | $48.7K | 0.00% | +383 | New |
| Skopos Labs, Inc. | 384 | $48.8K | 0.01% | +207+116.9% | Added |
| Sittner & Nelson, LLC | 388 | $49.3K | 0.02% | +2+0.5% | Added |
| Piscataqua Savings Bank | 398 | $50.6K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 400 | $50.9K | 0.03% | −300−42.9% | Reduced |
| Salomon & Ludwin, LLC | 400 | $50.9K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 400 | $50.9K | 0.01% | +400 | New |
| Whipplewood Advisors, LLC | 401 | $51.0K | 0.03% | +401 | New |
| JFS Wealth Advisors, LLC | 413 | $52.5K | 0.00% | −50−10.8% | Reduced |
| Millstone Evans Group, LLC | 435 | $55.3K | 0.04% | +435 | New |
| High Note Wealth, LLC | 439 | $55.8K | 0.01% | +439 | New |
| First Command Advisory Services, Inc. | 441 | $56.1K | 0.00% | −94−17.6% | Reduced |
| Umb Bank N A | 442 | $56.2K | 0.00% | −959−68.5% | Reduced |
| Salem Investment Counselors Inc | 448 | $57.0K | 0.00% | −63−12.3% | Reduced |