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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 1,867 | $237.4K | 0.03% | −341−15.4% | Reduced |
| Aptus Capital Advisors, LLC | 1,867 | $237.4K | 0.00% | +95+5.4% | Added |
| MJP Associates Inc | 1,870 | $237.7K | 0.04% | −681−26.7% | Reduced |
| DMG Group, LLC | 1,885 | $239.6K | 0.19% | +176+10.3% | Added |
| Frank, Rimerman Advisors LLC | 1,890 | $240.3K | 0.02% | +1,890 | New |
| Fiduciary Financial Group, LLC | 2,033 | $240.4K | 0.05% | +2,033 | New |
| Koshinski Asset Management, Inc. | 1,916 | $243.6K | 0.02% | −196−9.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,948 | $244.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,923 | $244.5K | 0.01% | +445+30.1% | Added |
| Schrum Private Wealth Management LLC | 1,946 | $247.4K | 0.21% | −1,546−44.3% | Reduced |
| Formidable Asset Management, LLC | 1,957 | $248.8K | 0.04% | −644−24.8% | Reduced |
| Farringdon Capital, Ltd. | 1,961 | $249.3K | 0.10% | +1,961 | New |
| 44 Wealth Management LLC | 1,965 | $249.8K | 0.10% | −603−23.5% | Reduced |
| Delta Investment Management, LLC | 1,967 | $250.1K | 0.05% | +1,967 | New |
| Integrated Advisors Network LLC | 1,976 | $251.2K | 0.01% | −321−14.0% | Reduced |
| Adalta Capital Management LLC | 1,980 | $251.7K | 0.13% | −1,390−41.2% | Reduced |
| Advocate Group LLC | 1,987 | $252.6K | 0.05% | −250−11.2% | Reduced |
| Shelton Capital Management | 1,990 | $253.0K | 0.01% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 2,000 | $254.0K | 0.05% | +2,000 | New |
| Merit Financial Group, LLC | 2,000 | $254.2K | 0.00% | +116+6.2% | Added |
| AssuredPartners Investment Advisors, LLC | 2,008 | $255.3K | 0.05% | +2,008 | New |
| Laraway Financial Inc | 2,017 | $256.4K | 0.20% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,018 | $256.5K | 0.00% | +2,018 | New |
| Great Valley Advisor Group, Inc. | 2,045 | $259.6K | 0.01% | +461+29.1% | Added |
| Perigon Wealth Management, LLC | 2,218 | $260.3K | 0.01% | +405+22.3% | Added |
| Roberts Glore & Co Inc | 2,067 | $262.8K | 0.08% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 2,077 | $264.0K | 0.02% | −210−9.2% | Reduced |
| Icon Wealth Advisors, LLC | 2,094 | $266.2K | 0.02% | +312+17.5% | Added |
| Keel Point, LLC | 2,097 | $266.6K | 0.02% | +323+18.2% | Added |
| Kennon-Green & Company, LLC | 2,107 | $267.9K | 0.23% | +235+12.6% | Added |
| Clearstead Advisors, LLC | 2,112 | $268.5K | 0.00% | −1,658−44.0% | Reduced |
| Canandaigua National Trust Co of Florida | 2,113 | $268.6K | 0.21% | +2,113 | New |
| Bessemer Group Inc | 2,125 | $270.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,127 | $270.4K | 0.08% | −508−19.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,142 | $272.3K | 0.11% | −777−26.6% | Reduced |
| Lido Advisors, LLC | 2,154 | $273.9K | 0.00% | −1,484−40.8% | Reduced |
| Capital Investment Advisory Services, LLC | 2,179 | $277.0K | 0.03% | −115−5.0% | Reduced |
| Continuum Advisory, LLC | 2,182 | $277.4K | 0.04% | +93+4.5% | Added |
| Hardman Johnston Global Advisors LLC | 2,200 | $279.7K | 0.01% | −900−29.0% | Reduced |
| Union Bancaire Privee, UBP SA | 2,421 | $285.1K | 0.01% | +2,421 | New |
| Flputnam Investment Management Co | 2,245 | $285.4K | 0.01% | −252−10.1% | Reduced |
| Lantern Wealth Advisors, LLC | 2,252 | $286.3K | 0.19% | +52+2.4% | Added |
| Sanders Morris Harris LLC | 2,263 | $287.2K | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,263 | $287.7K | 0.02% | −1,984−46.7% | Reduced |
| One Wealth Advisors, LLC | 2,284 | $290.4K | 0.04% | −13−0.6% | Reduced |
| Pitcairn Co | 2,290 | $291.1K | 0.02% | −343−13.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,300 | $292.3K | 0.07% | −3,342−59.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,319 | $294.8K | 0.02% | −104−4.3% | Reduced |
| Regions Financial Corp | 2,338 | $297.2K | 0.00% | +508+27.8% | Added |
| Zuckerman Investment Group, LLC | 2,555 | $298.8K | 0.03% | −38−1.5% | Reduced |
| Hancock Whitney Corp | 2,354 | $299.3K | 0.01% | −175−6.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,356 | $299.5K | 0.02% | +71+3.1% | Added |
| Avidian Wealth Solutions, LLC | 2,359 | $300.0K | 0.01% | −149−5.9% | Reduced |
| Gallacher Capital Management LLC | 2,362 | $300.2K | 0.15% | −3−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,367 | $300.9K | 0.05% | −1,044−30.6% | Reduced |
| Fortitude Family Office, LLC | 2,390 | $303.8K | 0.11% | −1,181−33.1% | Reduced |
| Principal Street Partners, LLC | 2,394 | $304.3K | 0.06% | −2,450−50.6% | Reduced |
| Dillon & Associates Inc | 2,407 | $306.0K | 0.04% | −210−8.0% | Reduced |
| Silvercrest Asset Management Group LLC | 2,411 | $306.5K | 0.00% | +60+2.6% | Added |
| Baxter Bros Inc | 2,413 | $306.8K | 0.04% | −1,787−42.5% | Reduced |
| Regatta Capital Group, LLC | 2,425 | $308.2K | 0.06% | −40−1.6% | Reduced |
| Cullen Investment Group, Ltd. | 2,432 | $309.2K | 0.05% | −124−4.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,440 | $310.2K | 0.02% | −11−0.4% | Reduced |
| Ieq Capital, LLC | 2,475 | $314.7K | 0.00% | +226+10.0% | Added |
| Venturi Wealth Management, LLC | 2,493 | $316.9K | 0.02% | +2,279+1,065.0% | Added |
| Brookstone Capital Management | 2,536 | $322.4K | 0.00% | +81+3.3% | Added |
| Kingsview Wealth Management, LLC | 2,539 | $322.8K | 0.01% | +10+0.4% | Added |
| Alan B. Lancz & Associates, Inc. | 2,550 | $324.2K | 0.33% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,556 | $324.9K | 0.03% | −555−17.8% | Reduced |
| Clear Harbor Asset Management, LLC | 2,558 | $325.2K | 0.03% | +2,558 | New |
| Erste Asset Management GmbH | 62,637 | $326.5K | 0.00% | +10,400+19.9% | Added |
| Roundview Capital LLC | 2,592 | $329.5K | 0.02% | −5,895−69.5% | Reduced |
| Barclays PLC | 2,599 | $330.4K | 0.00% | +2,452+1,668.0% | Added |
| Farmers & Merchants Investments Inc | 2,602 | $330.8K | 0.01% | +60+2.4% | Added |
| Thrivent Financial for Lutherans | 2,744 | $331.0K | 0.00% | +885+47.6% | Added |
| Buckingham Strategic Partners | 2,607 | $331.4K | 0.01% | −353−11.9% | Reduced |
| Essex Savings Bank | 2,609 | $331.7K | 0.08% | +213+8.9% | Added |
| Nicholas Hoffman & Company, LLC. | 2,641 | $335.7K | 0.01% | +231+9.6% | Added |
| Global View Capital Management LLC | 2,699 | $340.4K | 0.12% | +2,699 | New |
| Heritage Wealth Management, Inc. | 2,700 | $343.3K | 0.11% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 2,701 | $343.4K | 0.34% | +2,701 | New |
| Howland Capital Management LLC | 2,709 | $344.4K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,720 | $345.8K | 0.03% | −170−5.9% | Reduced |
| O'Brien Greene & Co. Inc | 2,723 | $346.2K | 0.11% | +29+1.1% | Added |
| PFG Investments, LLC | 2,728 | $346.8K | 0.02% | −422−13.4% | Reduced |
| Legacy Capital Group California, Inc. | 2,736 | $347.8K | 0.11% | +271+11.0% | Added |
| Ellevest, Inc. | 2,769 | $352.0K | 0.02% | −1,025−27.0% | Reduced |
| Summitry LLC | 2,776 | $352.9K | 0.02% | −100−3.5% | Reduced |
| Fca Corp | 2,800 | $353.0K | 0.11% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,782 | $353.7K | 0.00% | −101−3.5% | Reduced |
| Cresset Asset Management, LLC | 2,790 | $354.7K | 0.00% | −28,980−91.2% | Reduced |
| Inlet Private Wealth, LLC | 2,791 | $354.8K | 0.09% | +424+17.9% | Added |
| AQR Capital Management LLC | 2,809 | $357.1K | 0.00% | +936+50.0% | Added |
| Vision Financial Markets LLC | 2,815 | $357.9K | 0.39% | +2,815 | New |
| Caldwell Trust Co | 2,835 | $360.4K | 0.04% | −555−16.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,862 | $361.0K | 0.00% | +539+23.2% | Added |
| Crawford Investment Counsel Inc | 2,862 | $363.9K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,913 | $370.3K | 0.01% | +2,913 | New |
| Bank of Hawaii | 2,918 | $371.0K | 0.02% | +32+1.1% | Added |
| Legacy Financial Advisors, Inc. | 2,938 | $373.6K | 0.06% | +829+39.3% | Added |