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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 2,973 | $378.0K | 0.02% | −1,137−27.7% | Reduced |
| Drive Wealth Management, LLC | 2,999 | $381.3K | 0.09% | −252−7.8% | Reduced |
| Alhambra Investment Partners LLC | 3,005 | $382.0K | 0.20% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,010 | $382.7K | 0.01% | −486−13.9% | Reduced |
| Banco de Sabadell, S.A | 3,054 | $386.0K | 0.30% | −117−3.7% | Reduced |
| Agf Management Ltd | 3,041 | $386.6K | 0.00% | −294,633−99.0% | Reduced |
| Glenview Trust Co | 3,042 | $386.7K | 0.01% | −390−11.4% | Reduced |
| Russell Investments Group, Ltd. | 3,042 | $386.7K | 0.00% | +1,016+50.1% | Added |
| Bard Financial Services, Inc. | 3,075 | $390.9K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 3,084 | $392.0K | 0.00% | −548−15.1% | Reduced |
| Cullinan Associates Inc | 3,100 | $394.1K | 0.03% | −1,200−27.9% | Reduced |
| Malaga Cove Capital, LLC | 3,101 | $394.2K | 0.15% | +100+3.3% | Added |
| Keudell/Morrison Wealth Management | 3,116 | $396.2K | 0.10% | +463+17.5% | Added |
| Pinnacle West Asset Management, Inc. | 3,140 | $399.0K | 0.29% | +325+11.5% | Added |
| Texas Yale Capital Corp. | 3,150 | $400.5K | 0.02% | −500−13.7% | Reduced |
| Financial Advocates Investment Management | 3,154 | $401.0K | 0.02% | +121+4.0% | Added |
| Welch & Forbes LLC | 3,155 | $401.0K | 0.01% | −391−11.0% | Reduced |
| Profund Advisors LLC | 3,160 | $401.7K | 0.01% | −221−6.5% | Reduced |
| Lakeshore Capital Group, Inc. | 3,162 | $402.0K | 0.61% | +3,162 | New |
| WS Portfolio Advisory, LLC | 3,200 | $406.8K | 1.66% | +3,200 | New |
| Greenleaf Trust | 3,208 | $407.8K | 0.00% | −6,342−66.4% | Reduced |
| Coldstream Capital Management Inc | 3,218 | $409.1K | 0.01% | −551−14.6% | Reduced |
| Monticello Wealth Management, LLC | 3,219 | $409.2K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,222 | $409.6K | 0.07% | −226−6.6% | Reduced |
| DRW Securities, LLC | 3,224 | $409.9K | 0.03% | −11,552−78.2% | Reduced |
| Aaron Wealth Advisors | 3,235 | $411.3K | 0.05% | +378+13.2% | Added |
| GAMMA Investing LLC | 3,244 | $412.3K | 0.04% | −143−4.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,247 | $412.8K | 0.18% | +295+10.0% | Added |
| Hickory Asset Management, Inc. | 3,257 | $414.0K | 0.35% | +3,257 | New |
| Atlantic Union Bankshares Corp | 3,265 | $415.1K | 0.02% | −6,853−67.7% | Reduced |
| HighPoint Advisor Group LLC | 3,901 | $421.8K | 0.02% | +564+16.9% | Added |
| First Nebraska Trust Co | 3,341 | $424.7K | 0.04% | −102−3.0% | Reduced |
| Callan Family Office, LLC | 3,347 | $425.5K | 0.03% | +3,347 | New |
| Arlington Partners LLC | 3,356 | $426.6K | 0.17% | −27,776−89.2% | Reduced |
| Alliance Wealth Advisors, LLC | 3,383 | $430.1K | 0.11% | +86+2.6% | Added |
| Auxano Advisors, LLC | 3,390 | $431.0K | 0.11% | −944−21.8% | Reduced |
| Cypress Capital Group | 3,400 | $432.2K | 0.05% | −98−2.8% | Reduced |
| Coerente Capital Management | 3,415 | $434.1K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 3,434 | $436.5K | 0.04% | +160+4.9% | Added |
| Northwest & Ethical Investments L.P. | 3,484 | $442.9K | 0.01% | −295−7.8% | Reduced |
| Boston Private Wealth LLC | 3,498 | $444.7K | 0.01% | +3,498 | New |
| FSB Premier Wealth Management, Inc. | 3,507 | $445.9K | 0.18% | +387+12.4% | Added |
| First National Trust Co | 3,509 | $446.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,541 | $450.2K | 0.04% | +6+0.2% | Added |
| Spire Wealth Management | 3,545 | $450.7K | 0.01% | +1,402+65.4% | Added |
| Twelve Points Wealth Management LLC | 3,560 | $452.6K | 0.13% | −358−9.1% | Reduced |
| Wilkins Investment Counsel Inc | 3,610 | $458.9K | 0.07% | −100−2.7% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,610 | $459.0K | 0.15% | −165−4.4% | Reduced |
| FRG Family Wealth Advisors LLC | 3,635 | $462.1K | 0.08% | −310−7.9% | Reduced |
| Bridgefront Capital, LLC | 3,641 | $462.9K | 0.16% | +476+15.0% | Added |
| Affiance Financial, LLC | 3,702 | $470.7K | 0.11% | 00.0% | Unchanged |
| Sather Financial Group Inc | 3,729 | $474.1K | 0.03% | −311−7.7% | Reduced |
| Sequoia Financial Advisors, LLC | 3,735 | $474.9K | 0.00% | +103+2.8% | Added |
| DecisionMap Wealth Management, LLC | 3,738 | $475.2K | 0.38% | +3,738 | New |
| Baker Tilly Wealth Management, LLC | 3,738 | $475.3K | 0.19% | −93−2.4% | Reduced |
| Wynn Capital, LLC | 3,777 | $480.2K | 0.30% | +375+11.0% | Added |
| Williams Jones Wealth Management, LLC. | 3,785 | $481.2K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 3,810 | $483.6K | 0.00% | −210−5.2% | Reduced |
| Cohen Investment Advisors LLC | 3,809 | $484.2K | 0.29% | +120+3.3% | Added |
| Tiaa Trust, National Association | 3,810 | $484.4K | 0.00% | +302+8.6% | Added |
| SBI Securities Co., Ltd. | 3,814 | $484.9K | 0.01% | +3,814 | New |
| Kathleen S. Wright Associates Inc. | 3,815 | $485.0K | 0.20% | −130−3.3% | Reduced |
| Mitchell Sinkler & Starr | 3,820 | $485.6K | 0.13% | −1,085−22.1% | Reduced |
| Grimes & Company, Inc. | 3,823 | $486.0K | 0.01% | +162+4.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,361 | $486.1K | 0.18% | −1,159−21.0% | Reduced |
| Sunbelt Securities, Inc. | 3,863 | $489.4K | 0.04% | +908+30.7% | Added |
| Pacitti Group Inc. | 3,862 | $490.9K | 0.23% | +166+4.5% | Added |
| Stonegate Investment Group, LLC | 3,868 | $491.7K | 0.01% | +250+6.9% | Added |
| Atomi Financial Group, Inc. | 3,891 | $494.6K | 0.02% | +1,029+36.0% | Added |
| Carnegie Lake Advisors LLC | 3,900 | $496.0K | 0.20% | 00.0% | Unchanged |
| Columbia Asset Management | 3,923 | $498.7K | 0.10% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 4,540 | $501.8K | 0.30% | −455−9.1% | Reduced |
| Hilltop Holdings Inc. | 3,968 | $504.4K | 0.03% | +734+22.7% | Added |
| Occidental Asset Management, LLC | 3,977 | $505.6K | 0.08% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 3,989 | $507.1K | 0.43% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,003 | $508.9K | 0.01% | −854−17.6% | Reduced |
| Intrust Bank NA | 4,028 | $512.1K | 0.05% | +1,182+41.5% | Added |
| Quotient Wealth Partners, LLC | 4,032 | $512.6K | 0.02% | −567−12.3% | Reduced |
| Bradley Foster & Sargent Inc | 4,035 | $513.0K | 0.01% | −213−5.0% | Reduced |
| LRI Investments, LLC | 4,041 | $513.7K | 0.05% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 4,075 | $518.1K | 0.03% | +4,075 | New |
| Mission Wealth Management, LP | 4,098 | $521.0K | 0.01% | +29+0.7% | Added |
| China Universal Asset Management Co., Ltd. | 4,117 | $523.4K | 0.05% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,137 | $525.0K | 0.15% | +294+7.7% | Added |
| Parsons Capital Management Inc | 4,223 | $536.9K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,243 | $539.4K | 0.08% | +3,523+489.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 4,248 | $540.0K | 0.00% | +8+0.2% | Added |
| Old National Bancorp | 4,255 | $540.9K | 0.01% | −173−3.9% | Reduced |
| Essex Financial Services, Inc. | 4,261 | $541.7K | 0.04% | −241−5.4% | Reduced |
| Rehmann Capital Advisory Group | 4,269 | $542.8K | 0.03% | +119+2.9% | Added |
| D.A. Davidson & Co. | 4,271 | $543.1K | 0.00% | +288+7.2% | Added |
| Personal Cfo Solutions, LLC | 4,276 | $543.6K | 0.11% | +2,833+196.3% | Added |
| Crux Wealth Advisors | 4,307 | $547.6K | 0.30% | +4,307 | New |
| Summit Trail Advisors, LLC | 4,324 | $549.7K | 0.02% | +394+10.0% | Added |
| IHT Wealth Management, LLC | 4,330 | $550.5K | 0.02% | −3,616−45.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,340 | $551.7K | 0.04% | −2,160−33.2% | Reduced |
| Brandes Investment Partners, LP | 4,351 | $553.1K | 0.01% | +4,351 | New |
| Henshaw Capital LLC | 4,479 | $569.4K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,484 | $570.0K | 0.00% | −1,428−24.2% | Reduced |
| Insigneo Advisory Services, LLC | 4,485 | $570.2K | 0.06% | −578−11.4% | Reduced |