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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 14,047 | $1.79M | 0.09% | +896+6.8% | Added |
| Pine Valley Investments Ltd Liability Co | 14,072 | $1.79M | 0.12% | +256+1.9% | Added |
| Bank of Nova Scotia | 14,152 | $1.80M | 0.00% | −4,744−25.1% | Reduced |
| Simplex Trading, LLC | 14,294 | $1.82M | 0.05% | +14,294 | New |
| Capital Wealth Planning, LLC | 14,403 | $1.83M | 0.02% | −1,092−7.0% | Reduced |
| Searle & Co. | 14,553 | $1.85M | 0.53% | −126−0.9% | Reduced |
| London & Capital Asset Management Ltd | 14,569 | $1.85M | 0.16% | +251+1.8% | Added |
| Highland Capital Management, LLC | 14,610 | $1.86M | 0.11% | +380+2.7% | Added |
| Advisory Services Network, LLC | 14,761 | $1.88M | 0.03% | +408+2.8% | Added |
| Integrated Wealth Concepts LLC | 14,891 | $1.89M | 0.02% | −3,828−20.4% | Reduced |
| Mutual Advisors, LLC | 16,221 | $1.90M | 0.06% | +3,895+31.6% | Added |
| Procyon Private Wealth Partners, LLC | 15,124 | $1.92M | 0.12% | −3,592−19.2% | Reduced |
| Concurrent Investment Advisors, LLC | 15,229 | $1.94M | 0.05% | +30+0.2% | Added |
| Adviser Investments LLC | 15,306 | $1.95M | 0.02% | −61,976−80.2% | Reduced |
| Lantz Financial LLC | 15,524 | $1.97M | 0.53% | +353+2.3% | Added |
| Prospera Financial Services Inc | 15,535 | $1.98M | 0.05% | +82+0.5% | Added |
| Horan Capital Advisors, LLC. | 15,679 | $1.99M | 0.67% | −519−3.2% | Reduced |
| Semmax Financial Advisors Inc. | 18,307 | $2.00M | 0.53% | +93+0.5% | Added |
| Voya Financial Advisors, Inc. | 15,836 | $2.01M | 0.22% | +592+3.9% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 15,928 | $2.02M | 1.51% | +10.0% | Added |
| Moors & Cabot, Inc. | 15,942 | $2.03M | 0.10% | +357+2.3% | Added |
| Core Alternative Capital | 16,063 | $2.04M | 0.43% | −27,350−63.0% | Reduced |
| DMKC Advisory Services, LLC | 16,552 | $2.10M | 1.91% | +16,552 | New |
| Oppenheimer & Co Inc | 16,609 | $2.11M | 0.03% | −155−0.9% | Reduced |
| Fiduciary Trust Co | 16,769 | $2.13M | 0.03% | −1,490−8.2% | Reduced |
| Colonial Trust Advisors | 16,870 | $2.14M | 0.19% | −6,609−28.1% | Reduced |
| TD Waterhouse Canada Inc. | 16,934 | $2.15M | 0.02% | −24,359−59.0% | Reduced |
| JLB & Associates Inc | 16,965 | $2.16M | 0.29% | −5,138−23.2% | Reduced |
| Benjamin Edwards Inc | 17,069 | $2.17M | 0.03% | +848+5.2% | Added |
| Kennedy Investment Group | 17,177 | $2.18M | 0.99% | −1,515−8.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,199 | $2.19M | 0.44% | −363−2.1% | Reduced |
| Keybank National Association | 17,201 | $2.19M | 0.01% | −2,610−13.2% | Reduced |
| Farther Finance Advisors, LLC | 17,257 | $2.19M | 0.08% | +2,773+19.1% | Added |
| WMS Partners, LLC | 17,586 | $2.24M | 0.13% | −2,558−12.7% | Reduced |
| Central Trust Co | 17,592 | $2.24M | 0.05% | −282−1.6% | Reduced |
| Callahan Advisors, LLC | 17,728 | $2.25M | 0.21% | −17,523−49.7% | Reduced |
| JustInvest LLC | 17,731 | $2.25M | 0.03% | +1,829+11.5% | Added |
| Montag A & Associates Inc | 17,734 | $2.25M | 0.11% | −856−4.6% | Reduced |
| Hutner Capital Management Inc | 17,968 | $2.28M | 1.10% | −1,205−6.3% | Reduced |
| Inspire Trust Co, N.A. | 18,189 | $2.31M | 0.59% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,292 | $2.35M | 0.01% | −32,863−64.2% | Reduced |
| Sepio Capital, LP | 18,624 | $2.37M | 0.19% | −940−4.8% | Reduced |
| Guggenheim Capital LLC | 18,732 | $2.38M | 0.02% | +8,294+79.5% | Added |
| GWM Advisors LLC | 18,996 | $2.41M | 0.01% | +709+3.9% | Added |
| TD Private Client Wealth LLC | 19,280 | $2.45M | 0.07% | −456−2.3% | Reduced |
| WCG Wealth Advisors LLC | 19,789 | $2.52M | 0.17% | +642+3.4% | Added |
| Prime Capital Investment Advisors, LLC | 19,853 | $2.52M | 0.04% | +1,012+5.4% | Added |
| Vestmark Advisory Solutions, Inc. | 19,914 | $2.53M | 0.09% | −825−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 19,930 | $2.53M | 0.00% | +11,831+146.1% | Added |
| Evelyn Partners Asset Management Ltd | 20,343 | $2.59M | 0.70% | +20,343 | New |
| Trust Co of Vermont | 20,471 | $2.60M | 0.13% | −3,904−16.0% | Reduced |
| Atria Wealth Solutions, Inc. | 20,491 | $2.60M | 0.03% | +7,397+56.5% | Added |
| Trexquant Investment LP | 20,601 | $2.62M | 0.03% | +4,867+30.9% | Added |
| NewEdge Wealth, LLC | 20,648 | $2.62M | 0.05% | −1,088−5.0% | Reduced |
| Sky Investment Group LLC | 20,650 | $2.63M | 0.48% | −3,480−14.4% | Reduced |
| Sit Investment Associates Inc | 21,440 | $2.73M | 0.06% | −975−4.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,582 | $2.75M | 0.03% | +7,029+45.2% | Added |
| R.H. Investment Group, LLC | 21,666 | $2.75M | 2.60% | +21,666 | New |
| Eagle Global Advisors LLC | 22,160 | $2.82M | 0.12% | +22,160 | New |
| Beacon Investment Advisors LLC | 22,555 | $2.87M | 1.35% | +22,555 | New |
| Brown Advisory Inc | 22,556 | $2.87M | 0.00% | +1,129+5.3% | Added |
| Marble Harbor Investment Counsel, LLC | 22,699 | $2.89M | 0.32% | +2,536+12.6% | Added |
| Logan Capital Management Inc | 22,705 | $2.89M | 0.12% | −182−0.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 23,000 | $2.92M | 0.43% | +23,000 | New |
| Northwestern Mutual Wealth Management Co | 23,031 | $2.93M | 0.00% | −971−4.0% | Reduced |
| BNP Paribas Arbitrage, SA | 24,121 | $3.07M | 0.00% | −41,773−63.4% | Reduced |
| Pinnacle Associates Ltd | 24,429 | $3.11M | 0.04% | −7,075−22.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,909 | $3.17M | 0.03% | +7,076+39.7% | Added |
| LMR Partners LLP | 25,000 | $3.18M | 0.06% | +25,000 | New |
| Tower Research Capital LLC (TRC) | 25,092 | $3.19M | 0.06% | +22,854+1,021.2% | Added |
| Resources Investment Advisors, LLC. | 25,349 | $3.22M | 0.04% | −786−3.0% | Reduced |
| Squarepoint Ops LLC | 25,410 | $3.23M | 0.01% | +17,950+240.6% | Added |
| Federation des caisses Desjardins du Quebec | 25,571 | $3.25M | 0.02% | +428+1.7% | Added |
| Tocqueville Asset Management L.P. | 25,650 | $3.26M | 0.05% | +495+2.0% | Added |
| Glenmede Trust Co NA | 25,843 | $3.29M | 0.02% | −5,094−16.5% | Reduced |
| Pavion Blue Capital, LLC | 25,894 | $3.29M | 1.55% | −654−2.5% | Reduced |
| Lee Danner & Bass Inc | 26,029 | $3.31M | 0.26% | +10,196+64.4% | Added |
| Boston Trust Walden Corp | 26,686 | $3.39M | 0.02% | −483−1.8% | Reduced |
| Benedict Financial Advisors Inc | 26,936 | $3.42M | 0.83% | +964+3.7% | Added |
| MAI Capital Management | 27,315 | $3.47M | 0.03% | −2,011−6.9% | Reduced |
| Weik Capital Management | 27,690 | $3.52M | 1.43% | +180+0.7% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 28,300 | $3.60M | 0.19% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 28,353 | $3.60M | 2.42% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 28,443 | $3.62M | 0.00% | +5,026+21.5% | Added |
| Bearing Point Capital, LLC | 28,507 | $3.62M | 0.76% | +28,507 | New |
| Northwest Bancshares, Inc. | 28,565 | $3.63M | 0.67% | −2,871−9.1% | Reduced |
| Washington Trust Advisors, Inc. | 28,583 | $3.63M | 0.30% | −1,833−6.0% | Reduced |
| Naples Global Advisors, LLC | 28,886 | $3.67M | 0.34% | +6,296+27.9% | Added |
| Kestra Advisory Services, LLC | 28,965 | $3.68M | 0.02% | −8,479−22.6% | Reduced |
| Ethic Inc. | 29,216 | $3.71M | 0.07% | −2,726−8.5% | Reduced |
| Thornburg Investment Management Inc | 29,404 | $3.74M | 0.05% | −3,309−10.1% | Reduced |
| Motco | 29,665 | $3.77M | 0.39% | +25,320+582.7% | Added |
| Dakota Wealth Management | 29,695 | $3.78M | 0.09% | −1,046−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,059 | $3.82M | 0.03% | +2,272+8.2% | Added |
| Snowden Capital Advisors LLC | 30,291 | $3.85M | 0.12% | −1,900−5.9% | Reduced |
| Infusive Asset Management Inc. | 30,511 | $3.88M | 1.73% | −527−1.7% | Reduced |
| CIBC Asset Management Inc | 30,513 | $3.88M | 0.01% | −1,130−3.6% | Reduced |
| Stephens Inc | 30,872 | $3.92M | 0.06% | −1,848−5.6% | Reduced |
| Miracle Mile Advisors, LLC | 31,126 | $3.96M | 0.08% | +22+0.1% | Added |
| M&T Bank Corp | 31,423 | $3.99M | 0.01% | +986+3.2% | Added |