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 |
|---|---|---|---|---|---|
| NBT Bank N A | 450 | $57.2K | 0.00% | −48−9.6% | Reduced |
| Hall Laurie J Trustee | 460 | $58.0K | 0.02% | −137−22.9% | Reduced |
| Morse Asset Management, Inc | 475 | $60.4K | 0.01% | −200−29.6% | Reduced |
| Greenline Partners, LLC | 483 | $61.4K | 0.01% | +483 | New |
| Addison Advisors LLC | 486 | $61.8K | 0.02% | +80+19.7% | Added |
| SRS Capital Advisors, Inc. | 496 | $63.0K | 0.00% | −54−9.8% | Reduced |
| Tompkins Financial Corp | 500 | $63.6K | 0.01% | −24−4.6% | Reduced |
| Atlantic Trust, LLC | 500 | $63.6K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 510 | $64.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 520 | $66.1K | 0.00% | −84−13.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 558 | $70.9K | 0.02% | +158+39.5% | Added |
| Stonebridge Financial Group, LLC | 558 | $70.9K | 0.01% | +558 | New |
| Blume Capital Management, Inc. | 570 | $72.5K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 575 | $73.1K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 595 | $75.7K | 0.05% | −21−3.4% | Reduced |
| Trifecta Capital Advisors, LLC | 600 | $76.3K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 622 | $79.1K | 0.01% | +11+1.8% | Added |
| Kentucky Trust Co | 650 | $82.6K | 0.05% | +650 | New |
| GHP Investment Advisors, Inc. | 657 | $83.5K | 0.00% | −160−19.6% | Reduced |
| Washington Trust Co | 667 | $84.8K | 0.00% | −42−5.9% | Reduced |
| Rothschild Investment LLC | 725 | $92.2K | 0.01% | −36−4.7% | Reduced |
| Accredited Wealth Management, LLC | 728 | $92.6K | 0.08% | +728 | New |
| Chilton Capital Management LLC | 758 | $96.4K | 0.00% | +188+33.0% | Added |
| Proequities, Inc. | 833 | $98.0K | 0.01% | −268−24.3% | Reduced |
| Hopwood Financial Services, Inc. | 776 | $98.7K | 0.07% | +776 | New |
| VSM Wealth Advisory, LLC | 781 | $99.3K | 0.04% | +781 | New |
| Headlands Technologies LLC | 879 | $111.7K | 0.01% | +879 | New |
| Sierra Ocean, LLC | 892 | $113.4K | 0.09% | +892 | New |
| Family Capital Trust Co | 900 | $114.4K | 0.04% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 921 | $117.1K | 0.06% | −285−23.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 929 | $118.1K | 0.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 935 | $118.8K | 0.03% | +15+1.6% | Added |
| Hexagon Capital Partners LLC | 985 | $125.2K | 0.02% | +336+51.8% | Added |
| Golden State Wealth Management, LLC | 987 | $125.5K | 0.02% | +987 | New |
| Credit Agricole S A | 1,000 | $127.1K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,000 | $127.1K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,008 | $128.1K | 0.00% | −2,112−67.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,038 | $132.0K | 0.04% | +146+16.4% | Added |
| Tucker Asset Management LLC | 1,058 | $134.5K | 0.01% | −142−11.8% | Reduced |
| Hills Bank & Trust Co | 1,103 | $140.2K | 0.01% | −28−2.5% | Reduced |
| CVA Family Office, LLC | 1,108 | $140.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,111 | $141.2K | 0.02% | −323−22.5% | Reduced |
| Legacy Bridge, LLC | 1,127 | $143.3K | 0.07% | −150−11.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,137 | $144.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,141 | $145.1K | 0.02% | −50−4.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,208 | $151.8K | 0.00% | −705−36.9% | Reduced |
| Allworth Financial LP | 1,324 | $155.8K | 0.00% | −103−7.2% | Reduced |
| IFP Advisors, Inc | 1,238 | $157.4K | 0.01% | +370+42.6% | Added |
| Cromwell Holdings LLC | 1,286 | $163.5K | 0.09% | +102+8.6% | Added |
| Hazlett, Burt & Watson, Inc. | 1,345 | $171.0K | 0.08% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,350 | $171.6K | 0.12% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,403 | $178.4K | 0.01% | −16−1.1% | Reduced |
| Anchor Investment Management, LLC | 1,425 | $181.2K | 0.02% | −108−7.0% | Reduced |
| Harbour Investments, Inc. | 1,528 | $194.2K | 0.01% | +57+3.9% | Added |
| Capital Analysts, LLC | 1,543 | $196.0K | 0.01% | +448+40.9% | Added |
| Henry James International Management, Inc. | 1,575 | $200.2K | 0.07% | −2−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,579 | $200.7K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 1,585 | $201.5K | 0.13% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,588 | $201.8K | 0.01% | +1,588 | New |
| Mesirow Financial Investment Management, Inc. | 1,589 | $202.0K | 0.00% | −939−37.1% | Reduced |
| TT Capital Management LLC | 1,678 | $202.8K | 0.16% | +1,678 | New |
| Sage Rhino Capital LLC | 1,605 | $204.0K | 0.04% | −77−4.6% | Reduced |
| Roman Butler Fullerton & Co | 1,624 | $204.1K | 0.06% | −46−2.8% | Reduced |
| Valmark Advisers, Inc. | 1,610 | $204.7K | 0.00% | −14−0.9% | Reduced |
| King Luther Capital Management Corp | 1,617 | $205.6K | 0.00% | +1,617 | New |
| Resonant Capital Advisors, LLC | 1,624 | $206.5K | 0.02% | +107+7.1% | Added |
| BSW Wealth Partners | 1,627 | $206.8K | 0.03% | −239−12.8% | Reduced |
| Bank of Nova Scotia Trust Co | 1,646 | $209.3K | 0.02% | −150−8.4% | Reduced |
| Proficio Capital Partners LLC | 1,648 | $209.5K | 0.02% | −4,954−75.0% | Reduced |
| Creative Financial Designs Inc | 1,648 | $209.5K | 0.02% | −47−2.8% | Reduced |
| RDA Financial Network | 1,652 | $210.0K | 0.06% | −182−9.9% | Reduced |
| Level Four Advisory Services, LLC | 1,652 | $210.1K | 0.01% | −280−14.5% | Reduced |
| Pictet North America Advisors SA | 1,653 | $210.1K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,653 | $210.1K | 0.12% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,669 | $212.2K | 0.04% | +41+2.5% | Added |
| Good Life Advisors, LLC | 1,675 | $212.9K | 0.02% | −627−27.2% | Reduced |
| Sunpointe, LLC | 1,681 | $213.7K | 0.11% | −5−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 1,683 | $214.0K | 0.01% | +1,683 | New |
| Kathmere Capital Management, LLC | 1,683 | $214.0K | 0.02% | +1,683 | New |
| Carnegie Capital Asset Management, LLC | 1,688 | $214.6K | 0.01% | −391−18.8% | Reduced |
| Atlas Capital Advisors LLC | 1,700 | $216.1K | 0.03% | +1,700 | New |
| Seeds Investor LLC | 1,705 | $216.8K | 0.06% | +1,705 | New |
| Carson Advisory Inc. | 1,714 | $217.9K | 0.15% | −449−20.8% | Reduced |
| Jeppson Wealth Management, LLC | 1,716 | $218.2K | 0.08% | 00.0% | Unchanged |
| Financial Counselors Inc | 1,720 | $218.7K | 0.00% | −1,259−42.3% | Reduced |
| Probity Advisors, Inc. | 1,745 | $221.8K | 0.04% | −560−24.3% | Reduced |
| MONECO Advisors, LLC | 1,769 | $224.9K | 0.02% | +1,769 | New |
| LMCG Investments, LLC | 1,774 | $225.5K | 0.01% | −3,033−63.1% | Reduced |
| Tranquilli Financial Advisor LLC | 1,786 | $227.1K | 0.14% | +32+1.8% | Added |
| 180 Wealth Advisors, LLC | 1,790 | $227.6K | 0.04% | −107−5.6% | Reduced |
| Wedbush Securities Inc | 1,790 | $228.0K | 0.01% | −38−2.1% | Reduced |
| EP Wealth Advisors, LLC | 1,799 | $228.7K | 0.00% | −747−29.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,929 | $229.1K | 0.02% | +33+1.7% | Added |
| Argonautica Private Wealth Management, Inc | 1,809 | $230.0K | 0.07% | +13+0.7% | Added |
| LGL Partners, LLC | 1,816 | $230.9K | 0.03% | −216−10.6% | Reduced |
| Smartleaf Asset Management LLC | 1,824 | $231.1K | 0.02% | +1,031+130.0% | Added |
| Atlas Wealth Partners, LLC | 1,825 | $232.0K | 0.29% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,827 | $232.3K | 0.06% | −838−31.4% | Reduced |
| Diversified Trust Co | 1,855 | $235.8K | 0.01% | +98+5.6% | Added |
| Savant Capital, LLC | 1,864 | $237.0K | 0.00% | +88+5.0% | Added |