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 |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 4,577 | $581.9K | 0.03% | −515−10.1% | Reduced |
| LVW Advisors, LLC | 4,589 | $583.4K | 0.07% | −49−1.1% | Reduced |
| United Community Bank | 4,610 | $586.1K | 0.23% | +615+15.4% | Added |
| Heritage Wealth Advisors | 4,628 | $588.4K | 0.03% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 4,636 | $589.4K | 0.11% | −4−0.1% | Reduced |
| Portside Wealth Group, LLC | 4,637 | $589.5K | 0.10% | −168−3.5% | Reduced |
| Generation Capital Management LLC | 4,655 | $591.8K | 0.51% | +4,655 | New |
| Pacer Advisors, Inc. | 4,720 | $600.1K | 0.00% | −44−0.9% | Reduced |
| AE Wealth Management LLC | 4,738 | $602.2K | 0.01% | +63+1.3% | Added |
| Stratos Wealth Partners, LTD. | 4,750 | $603.9K | 0.01% | −114−2.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,850 | $616.6K | 0.06% | +4,850 | New |
| Iams Wealth Management, LLC | 4,946 | $629.0K | 0.29% | +761+18.2% | Added |
| Advisor OS, LLC | 4,965 | $631.2K | 0.07% | −975−16.4% | Reduced |
| Ritholtz Wealth Management | 4,967 | $631.5K | 0.02% | +16+0.3% | Added |
| Venture Visionary Partners LLC | 4,989 | $634.3K | 0.03% | −651−11.5% | Reduced |
| Stableford Capital II LLC | 5,030 | $639.5K | 0.25% | −38−0.7% | Reduced |
| Vise Technologies, Inc. | 5,030 | $639.5K | 0.05% | +1,504+42.7% | Added |
| Boston Family Office LLC | 5,050 | $642.0K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,066 | $644.0K | 0.04% | −1,701−25.1% | Reduced |
| Summit Financial, LLC | 5,152 | $655.0K | 0.02% | −1,845−26.4% | Reduced |
| Compass Wealth Management LLC | 5,165 | $656.6K | 0.16% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 5,174 | $657.8K | 0.12% | −619−10.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,221 | $663.8K | 0.45% | −117−2.2% | Reduced |
| Global Retirement Partners, LLC | 5,226 | $664.4K | 0.02% | −2,920−35.8% | Reduced |
| Kestra Private Wealth Services, LLC | 5,235 | $665.5K | 0.01% | −2,953−36.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 5,247 | $667.1K | 0.23% | −136−2.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,251 | $667.6K | 0.05% | −1,347−20.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,330 | $677.6K | 0.01% | +37+0.7% | Added |
| Apollon Wealth Management, LLC | 5,336 | $678.4K | 0.02% | −395−6.9% | Reduced |
| SageView Advisory Group, LLC | 5,361 | $681.5K | 0.03% | +351+7.0% | Added |
| Diversify Wealth Management, LLC | 5,770 | $682.2K | 0.05% | +1,400+32.0% | Added |
| First Hawaiian Bank | 5,407 | $687.4K | 0.02% | +1,069+24.6% | Added |
| Axxcess Wealth Management, LLC | 5,413 | $688.2K | 0.02% | +192+3.7% | Added |
| Canvas Wealth Advisors, LLC | 5,458 | $693.9K | 0.17% | +1,642+43.0% | Added |
| Raelipskie Partnership | 5,471 | $695.5K | 0.35% | −100−1.8% | Reduced |
| Welch Group, LLC | 5,500 | $696.9K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 5,492 | $698.2K | 0.08% | +372+7.3% | Added |
| Retirement Planning Co of New England, Inc. | 5,494 | $698.6K | 0.34% | −34−0.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,580 | $709.4K | 0.13% | −187−3.2% | Reduced |
| Centaurus Financial, Inc. | 5,594 | $711.0K | 0.04% | +1,378+32.7% | Added |
| Meixler Investment Management, Ltd. | 5,604 | $712.4K | 0.53% | −1,557−21.7% | Reduced |
| Quadrant Capital Group LLC | 5,634 | $716.2K | 0.05% | +2,043+56.9% | Added |
| Canandaigua National Bank & Trust Co | 5,649 | $718.2K | 0.07% | −282−4.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,650 | $718.3K | 0.00% | +1,079+23.6% | Added |
| Jamison Private Wealth Management, Inc. | 5,669 | $720.7K | 0.11% | −113−2.0% | Reduced |
| SS&H Financial Advisors, Inc. | 5,700 | $725.0K | 0.26% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 5,708 | $725.7K | 0.05% | +5,708 | New |
| Catalyst Capital Advisors LLC | 5,739 | $729.6K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,740 | $729.8K | 0.11% | +2,223+63.2% | Added |
| Colonial Trust Co | 5,749 | $730.9K | 0.11% | −1,030−15.2% | Reduced |
| Stock Yards Bank & Trust Co | 5,756 | $731.8K | 0.03% | −3,970−40.8% | Reduced |
| Rossmore Private Capital | 5,763 | $732.6K | 0.09% | −175−2.9% | Reduced |
| Cary Street Partners Financial LLC | 5,820 | $740.0K | 0.02% | +5,820 | New |
| Thoroughbred Financial Services, LLC | 5,866 | $745.0K | 0.05% | −225−3.7% | Reduced |
| Essential Planning, LLC. | 5,850 | $745.4K | 0.00% | +5,850 | New |
| Absher Wealth Management, LLC | 5,871 | $746.4K | 0.10% | +21+0.4% | Added |
| Sandy Cove Advisors, LLC | 6,000 | $762.8K | 0.30% | −50−0.8% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $762.8K | 0.16% | 00.0% | Unchanged |
| Sapient Capital LLC | 6,021 | $765.5K | 0.01% | −92−1.5% | Reduced |
| Jacobi Capital Management LLC | 6,040 | $767.9K | 0.06% | +277+4.8% | Added |
| Bangor Savings Bank | 6,059 | $770.3K | 0.07% | +41+0.7% | Added |
| St. Nicholas Private Asset Management, Inc | 6,065 | $771.0K | 0.69% | +6,065 | New |
| Valeo Financial Advisors, LLC | 32,012 | $776.7K | 0.02% | −646−2.0% | Reduced |
| National Asset Management, Inc. | 6,136 | $780.0K | 0.03% | −353−5.4% | Reduced |
| CAPROCK Group, Inc. | 6,172 | $784.6K | 0.03% | +109+1.8% | Added |
| Peapack Gladstone Financial Corp | 6,178 | $785.0K | 0.01% | −172−2.7% | Reduced |
| Unique Wealth Strategies, LLC | 6,256 | $795.3K | 0.35% | −1,034−14.2% | Reduced |
| Entropy Technologies, LP | 6,259 | $795.7K | 0.08% | +6,259 | New |
| Coppell Advisory Solutions LLC | 6,293 | $797.3K | 0.11% | +893+16.5% | Added |
| Yousif Capital Management, LLC | 6,278 | $798.1K | 0.01% | −2,000−24.2% | Reduced |
| Parallel Advisors, LLC | 6,278 | $798.1K | 0.02% | +1,464+30.4% | Added |
| Anb Bank | 6,322 | $803.7K | 0.35% | +6,322 | New |
| Ervin Investment Management, LLC | 6,351 | $807.4K | 0.52% | −320−4.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,367 | $809.4K | 0.02% | +104+1.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,426 | $816.9K | 0.38% | +414+6.9% | Added |
| Ashton Thomas Private Wealth, LLC | 6,473 | $822.9K | 0.03% | −133−2.0% | Reduced |
| Lake Street Advisors Group, LLC | 6,594 | $838.2K | 0.04% | +109+1.7% | Added |
| Ingalls & Snyder LLC | 6,678 | $849.0K | 0.03% | −100−1.5% | Reduced |
| Sigma Planning Corp | 6,685 | $849.9K | 0.03% | +720+12.1% | Added |
| Knoll Capital Management, LLC | 6,750 | $858.1K | 0.55% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,769 | $858.5K | 0.01% | −897−11.7% | Reduced |
| Weatherly Asset Management L. P. | 6,844 | $870.1K | 0.08% | −150−2.1% | Reduced |
| Geneos Wealth Management Inc. | 6,858 | $871.9K | 0.03% | +7+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 6,890 | $875.9K | 0.02% | +895+14.9% | Added |
| Stokes Family Office, LLC | 6,936 | $881.8K | 0.09% | +349+5.3% | Added |
| Sterling Capital Management LLC | 6,937 | $881.9K | 0.01% | −727−9.5% | Reduced |
| GeoWealth Management, LLC | 6,944 | $882.8K | 0.03% | +92+1.3% | Added |
| Beacon Financial Group | 7,050 | $896.3K | 0.10% | +3,735+112.7% | Added |
| Salvus Wealth Management, LLC | 7,076 | $899.6K | 0.57% | +3,275+86.2% | Added |
| Copperleaf Capital, LLC | 7,119 | $905.0K | 0.57% | +572+8.7% | Added |
| Foundations Investment Advisors, LLC | 7,174 | $912.0K | 0.02% | −291−3.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,218 | $917.6K | 0.12% | +105+1.5% | Added |
| Huntington National Bank | 7,275 | $924.9K | 0.01% | −2,536−25.8% | Reduced |
| Drucker Wealth 3.0, LLC | 7,308 | $929.1K | 0.21% | −1,853−20.2% | Reduced |
| Ballentine Partners, LLC | 7,316 | $930.1K | 0.02% | +1,088+17.5% | Added |
| Evergreen Capital Management LLC | 7,420 | $943.3K | 0.03% | +2,940+65.6% | Added |
| First Horizon Advisors, Inc. | 7,431 | $944.7K | 0.03% | −958−11.4% | Reduced |
| Wealth Alliance | 7,449 | $947.0K | 0.11% | −987−11.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 7,460 | $948.3K | 0.42% | +185+2.5% | Added |
| Grove Bank & Trust | 7,462 | $948.6K | 0.13% | +1,759+30.8% | Added |