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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 7,631 | $970.1K | 0.06% | −74,013−90.7% | Reduced |
| Modera Wealth Management, LLC | 7,638 | $971.1K | 0.01% | +36+0.5% | Added |
| Raleigh Capital Management Inc. | 7,688 | $977.4K | 0.38% | +185+2.5% | Added |
| Private Advisor Group, LLC | 7,739 | $983.9K | 0.01% | −4,411−36.3% | Reduced |
| Stonebridge Capital Advisors LLC | 7,750 | $985.3K | 0.08% | −823−9.6% | Reduced |
| Wolverine Trading, LLC | 7,817 | $990.4K | 0.02% | +1,387+21.6% | Added |
| Bull Street Advisors, LLC | 7,815 | $994.0K | 0.48% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 7,865 | $999.9K | 0.42% | +263+3.5% | Added |
| Haverford Trust Co | 7,975 | $1.01M | 0.01% | −1,130−12.4% | Reduced |
| Addison Capital Co | 8,012 | $1.02M | 0.41% | −182−2.2% | Reduced |
| Madison Asset Management, LLC | 8,038 | $1.02M | 0.01% | −2,839−26.1% | Reduced |
| Madison Investment Advisors, LLC | 8,038 | $1.02M | 0.01% | +8,038 | New |
| Verdence Capital Advisors LLC | 8,050 | $1.02M | 0.08% | −99−1.2% | Reduced |
| West Coast Financial LLC | 8,050 | $1.02M | 0.11% | −1,614−16.7% | Reduced |
| Euro Pacific Asset Management, LLC | 8,266 | $1.02M | 0.22% | −537−6.1% | Reduced |
| Keystone Financial Group | 8,103 | $1.03M | 0.10% | +989+13.9% | Added |
| State Street Corp | 8,180 | $1.04M | 0.00% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 9,521 | $1.04M | 0.43% | +594+6.7% | Added |
| Joel Isaacson & Co., LLC | 8,193 | $1.04M | 0.05% | −1,434−14.9% | Reduced |
| Twin City Private Wealth, LLC | 8,251 | $1.05M | 0.93% | +254+3.2% | Added |
| Fiduciary Management Inc | 8,285 | $1.05M | 0.01% | −165−2.0% | Reduced |
| Toronto Dominion Bank | 8,322 | $1.06M | 0.00% | −36−0.4% | Reduced |
| Optimist Retirement Group LLC | 8,319 | $1.06M | 0.50% | −8,362−50.1% | Reduced |
| Advisors Asset Management, Inc. | 8,347 | $1.06M | 0.02% | +297+3.7% | Added |
| TD Asset Management Inc | 8,381 | $1.07M | 0.00% | −421−4.8% | Reduced |
| Hamel Associates, Inc. | 8,440 | $1.07M | 0.35% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 8,471 | $1.08M | 0.50% | +775+10.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,501 | $1.08M | 0.10% | −563−6.2% | Reduced |
| First Bank & Trust | 8,522 | $1.08M | 0.21% | +6,190+265.4% | Added |
| Signaturefd, LLC | 8,555 | $1.09M | 0.02% | +1,707+24.9% | Added |
| Cascade Investment Advisors, Inc. | 8,613 | $1.09M | 0.70% | 00.0% | Unchanged |
| Sandy Spring Bank | 8,656 | $1.10M | 0.04% | −1,077−11.1% | Reduced |
| William Allan, LLC | 8,694 | $1.11M | 0.68% | −163−1.8% | Reduced |
| Radnor Capital Management, LLC | 8,731 | $1.11M | 0.19% | −500−5.4% | Reduced |
| Chiron Capital Management, LLC | 8,809 | $1.12M | 1.06% | +2,804+46.7% | Added |
| Bulltick Wealth Management, LLC | 9,000 | $1.14M | 0.27% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 9,122 | $1.16M | 0.30% | +681+8.1% | Added |
| Wealthspire Advisors, LLC | 9,159 | $1.16M | 0.01% | +213+2.4% | Added |
| Horizon Investments, LLC | 9,237 | $1.17M | 0.03% | +1,214+15.1% | Added |
| Nuveen Asset Management, LLC | 9,239 | $1.17M | 0.00% | −721−7.2% | Reduced |
| Daymark Wealth Partners, LLC | 9,295 | $1.18M | 0.05% | −137−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,364 | $1.19M | 0.03% | −445−4.5% | Reduced |
| Founders Financial Securities LLC | 9,364 | $1.19M | 0.11% | +1,226+15.1% | Added |
| V-Square Quantitative Management LLC | 9,419 | $1.19M | 0.17% | +2,399+34.2% | Added |
| Phraction Management LLC | 9,623 | $1.22M | 0.43% | −6,024−38.5% | Reduced |
| Woodmont Investment Counsel LLC | 9,663 | $1.23M | 0.09% | −2,388−19.8% | Reduced |
| Narwhal Capital Management | 9,697 | $1.23M | 0.11% | −7,888−44.9% | Reduced |
| Cape Investment Advisory, Inc. | 9,702 | $1.23M | 0.48% | −5−0.1% | Reduced |
| Autumn Glory Partners, LLC | 9,740 | $1.24M | 0.61% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,778 | $1.24M | 0.00% | +783+8.7% | Added |
| Parvin Asset Management, LLC | 9,835 | $1.25M | 1.35% | +9,835 | New |
| Milestone Asset Management, LLC | 9,845 | $1.25M | 0.28% | +7,784+377.7% | Added |
| Councilmark Asset Management, LLC | 9,934 | $1.26M | 0.85% | −123−1.2% | Reduced |
| Bryn Mawr Trust Co | 10,038 | $1.28M | 0.02% | −494−4.7% | Reduced |
| Park Avenue Securities LLC | 10,245 | $1.30M | 0.01% | −2,597−20.2% | Reduced |
| Brookmont Capital Management | 10,283 | $1.31M | 0.70% | −85−0.8% | Reduced |
| Premier Path Wealth Partners, LLC | 10,287 | $1.31M | 0.20% | +10,287 | New |
| Susquehanna International Group, LLP | 10,370 | $1.32M | 0.00% | −90,437−89.7% | Reduced |
| Crossmark Global Holdings, Inc. | 10,484 | $1.33M | 0.02% | +2,028+24.0% | Added |
| Knollwood Investment Advisory, LLC | 10,597 | $1.35M | 0.14% | 00.0% | Unchanged |
| Country Club Bank | 10,657 | $1.35M | 0.09% | −5,134−32.5% | Reduced |
| Louisbourg Investments Inc. | 10,826 | $1.38M | 0.36% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 10,830 | $1.38M | 0.01% | +1,364+14.4% | Added |
| Whittier Trust Co | 10,835 | $1.38M | 0.02% | −1,207−10.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,931 | $1.39M | 0.00% | +35+0.3% | Added |
| Fulton Bank, N.A. | 11,029 | $1.40M | 0.05% | −91−0.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,030 | $1.40M | 0.13% | −497−4.3% | Reduced |
| First American Bank | 11,057 | $1.41M | 0.10% | −4,769−30.1% | Reduced |
| Centric Wealth Management | 11,194 | $1.42M | 0.38% | +11,194 | New |
| Perennial Advisors, LLC | 11,219 | $1.43M | 0.31% | +11,219 | New |
| CoreCap Advisors, LLC | 11,238 | $1.43M | 0.07% | +1,865+19.9% | Added |
| 1832 Asset Management L.P. | 11,452 | $1.46M | 0.00% | −2,748−19.4% | Reduced |
| We Are One Seven, LLC | 11,512 | $1.46M | 0.06% | +4,013+53.5% | Added |
| Bahl & Gaynor Inc | 11,602 | $1.47M | 0.01% | −100−0.9% | Reduced |
| Commerce Bank | 11,604 | $1.48M | 0.01% | −1,954−14.4% | Reduced |
| HB Wealth Management, LLC | 11,687 | $1.49M | 0.02% | +1,053+9.9% | Added |
| Bradyco, Inc. | 11,602 | $1.49M | 0.92% | +11,602 | New |
| Westhampton Capital, LLC | 11,779 | $1.50M | 0.76% | −248−2.1% | Reduced |
| Mercer Global Advisors Inc | 11,922 | $1.52M | 0.00% | −5,547−31.8% | Reduced |
| Argent Trust Co | 11,929 | $1.52M | 0.06% | −86−0.7% | Reduced |
| Auxier Asset Management | 12,116 | $1.54M | 0.24% | −668−5.2% | Reduced |
| Synovus Financial Corp | 12,167 | $1.55M | 0.02% | −201−1.6% | Reduced |
| BCGM Wealth Management, LLC | 12,255 | $1.56M | 0.49% | +887+7.8% | Added |
| Bleakley Financial Group, LLC | 12,311 | $1.57M | 0.05% | −324−2.6% | Reduced |
| Beacon Pointe Advisors, LLC | 12,522 | $1.59M | 0.02% | −1,946−13.5% | Reduced |
| Naviter Wealth, LLC | 12,742 | $1.62M | 0.20% | +1,198+10.4% | Added |
| Ancora Advisors, LLC | 12,867 | $1.64M | 0.04% | −134−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 12,884 | $1.64M | 0.01% | −2,565−16.6% | Reduced |
| Central Pacific Bank - Trust Division | 12,912 | $1.64M | 0.21% | 00.0% | Unchanged |
| Maia Wealth LLC | 13,112 | $1.65M | 0.35% | +2,593+24.7% | Added |
| Mystic Asset Management, Inc. | 13,029 | $1.66M | 0.44% | +216+1.7% | Added |
| Old Port Advisors | 13,148 | $1.67M | 0.48% | −195−1.5% | Reduced |
| Financial Gravity Companies, Inc. | 13,204 | $1.68M | 0.38% | +670+5.3% | Added |
| Sound View Wealth Advisors Group, LLC | 13,350 | $1.70M | 0.14% | −786−5.6% | Reduced |
| Courier Capital LLC | 13,399 | $1.70M | 0.12% | −1,370−9.3% | Reduced |
| South State Corp. | 13,429 | $1.71M | 0.11% | +121+0.9% | Added |
| Dodge & Cox | 13,511 | $1.72M | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 13,695 | $1.74M | 0.37% | −365−2.6% | Reduced |
| Tevis Investment Management | 13,869 | $1.76M | 1.31% | +8,528+159.7% | Added |
| Quantinno Capital Management LP | 13,940 | $1.77M | 0.02% | −25,249−64.4% | Reduced |