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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 31,435 | $4.00M | 0.14% | +492+1.6% | Added |
| Managed Asset Portfolios, LLC | 32,292 | $4.11M | 0.61% | +35+0.1% | Added |
| Manning & Napier Advisors LLC | 32,309 | $4.11M | 0.05% | −1,531−4.5% | Reduced |
| Kavar Capital Partners Group, LLC | 32,543 | $4.14M | 0.70% | −3,475−9.6% | Reduced |
| Banco Santander, S.A. | 32,555 | $4.14M | 0.05% | −64−0.2% | Reduced |
| Tanager Wealth Management LLP | 33,980 | $4.32M | 0.56% | −10.0% | Reduced |
| Rodgers Brothers Inc. | 34,149 | $4.34M | 0.57% | −825−2.4% | Reduced |
| FineMark National Bank & Trust | 34,261 | $4.36M | 0.15% | −4,877−12.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 34,423 | $4.38M | 1.26% | −170.0% | Reduced |
| Boston Financial Mangement LLC | 35,553 | $4.52M | 0.14% | −7,631−17.7% | Reduced |
| HM Payson & Co | 35,841 | $4.56M | 0.08% | −6,181−14.7% | Reduced |
| Captrust Financial Advisors | 36,572 | $4.65M | 0.01% | −1,072−2.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 36,625 | $4.66M | 0.15% | −2,641−6.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 37,324 | $4.75M | 0.07% | −2,824−7.0% | Reduced |
| TownSquare Capital, LLC | 37,353 | $4.75M | 0.05% | +558+1.5% | Added |
| Moran Wealth Management, LLC | 37,427 | $4.76M | 0.15% | −2,191−5.5% | Reduced |
| Stony Point Wealth Management Inc. | 37,552 | $4.77M | 1.90% | −4,611−10.9% | Reduced |
| Charles Schwab Investment Management Inc | 37,718 | $4.80M | 0.00% | +3,964+11.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,085 | $4.84M | 0.02% | +348+0.9% | Added |
| Saybrook Capital | 39,444 | $5.01M | 1.34% | −6,244−13.7% | Reduced |
| Pensionmark Financial Group, LLC | 39,955 | $5.08M | 0.14% | +691+1.8% | Added |
| Pekin Hardy Strauss, Inc. | 40,063 | $5.09M | 0.65% | −41−0.1% | Reduced |
| Principal Securities, Inc. | 40,586 | $5.16M | 0.12% | +364+0.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 40,778 | $5.18M | 0.96% | −846−2.0% | Reduced |
| McGinn Investment Management, Inc. | 40,805 | $5.19M | 3.47% | +9,178+29.0% | Added |
| Hantz Financial Services, Inc. | 40,970 | $5.21M | 0.09% | +1,804+4.6% | Added |
| Zions Bancorporation, N.A. | 41,321 | $5.25M | 0.33% | +4,454+12.1% | Added |
| Timber Creek Capital Management LLC | 41,588 | $5.29M | 1.53% | +8,613+26.1% | Added |
| Blair William & Co | 42,876 | $5.45M | 0.02% | −3,536−7.6% | Reduced |
| Tower Bridge Advisors | 42,877 | $5.45M | 0.58% | −4,651−9.8% | Reduced |
| Warren Averett Asset Management, LLC | 43,034 | $5.47M | 0.08% | +2,661+6.6% | Added |
| Aquatic Capital Management LLC | 43,298 | $5.50M | 0.15% | +20,098+86.6% | Added |
| First Eagle Investment Management, LLC | 43,609 | $5.54M | 0.01% | −1,891−4.2% | Reduced |
| Ar Asset Management Inc | 44,310 | $5.63M | 1.28% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 45,689 | $5.81M | 0.47% | +397+0.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 45,807 | $5.82M | 0.02% | +10,449+29.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 45,877 | $5.83M | 0.98% | +1,161+2.6% | Added |
| Guardian Partners Inc. | 47,397 | $5.95M | 0.60% | +47,397 | New |
| Colony Group, LLC | 47,090 | $5.99M | 0.02% | +26,033+123.6% | Added |
| Cerity Partners LLC | 46,226 | $6.03M | 0.01% | −6,817−12.9% | Reduced |
| Trust Co of Virginia | 48,586 | $6.18M | 0.57% | −3,118−6.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 49,009 | $6.23M | 0.45% | −13,596−21.7% | Reduced |
| Addenda Capital Inc. | 49,031 | $6.23M | 0.22% | −153−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 51,192 | $6.51M | 0.20% | −19,554−27.6% | Reduced |
| National Bank of Canada | 51,377 | $6.53M | 0.01% | −11,376−18.1% | Reduced |
| Hillman Capital Management, Inc. | 51,395 | $6.53M | 2.42% | +51,395 | New |
| Pinnacle Financial Partners Inc | 52,273 | $6.65M | 0.13% | −452−0.9% | Reduced |
| Poehling Capital Management, LLC | 54,026 | $6.87M | 1.69% | +3,622+7.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 54,188 | $6.89M | 2.00% | +4,738+9.6% | Added |
| Eldred Rock Partners, LLC | 54,868 | $6.98M | 2.39% | +99+0.2% | Added |
| Ameriprise Financial Inc | 55,188 | $7.02M | 0.00% | −3,666−6.2% | Reduced |
| Lincoln Capital LLC | 55,221 | $7.02M | 1.48% | −3,834−6.5% | Reduced |
| Lafayette Investments, Inc. | 56,241 | $7.15M | 1.53% | +477+0.9% | Added |
| Atria Investments LLC | 56,425 | $7.17M | 0.09% | −2,786−4.7% | Reduced |
| Price T Rowe Associates Inc | 56,762 | $7.22M | 0.00% | −19,131−25.2% | Reduced |
| Lincluden Management Ltd | 57,739 | $7.34M | 0.89% | −331−0.6% | Reduced |
| Mariner, LLC | 57,828 | $7.35M | 0.01% | +7,127+14.1% | Added |
| Brinker Capital Investments, LLC | 58,594 | $7.45M | 0.07% | −15,170−20.6% | Reduced |
| Orion Portfolio Solutions, LLC | 58,594 | $7.45M | 0.07% | −15,170−20.6% | Reduced |
| Live Oak Private Wealth LLC | 59,252 | $7.53M | 1.27% | −1,102−1.8% | Reduced |
| Baird Financial Group, Inc. | 59,435 | $7.56M | 0.01% | −1,962−3.2% | Reduced |
| Creative Planning | 60,679 | $7.71M | 0.01% | +12,709+26.5% | Added |
| NorthCrest Asset Manangement, LLC | 61,053 | $7.76M | 0.23% | +544+0.9% | Added |
| Wedge Capital Management L L P | 61,392 | $7.80M | 0.14% | −371−0.6% | Reduced |
| Pathstone Holdings, LLC | 62,114 | $7.90M | 0.03% | −3,047−4.7% | Reduced |
| Morningstar Investment Services LLC | 62,456 | $7.94M | 0.72% | −621,254−90.9% | Reduced |
| Neuberger Berman Group LLC | 63,092 | $8.02M | 0.01% | +1,101+1.8% | Added |
| Allied Investment Advisors, LLC | 63,564 | $8.08M | 1.63% | +1,520+2.4% | Added |
| Advisor Group Holdings, Inc. | 68,238 | $8.68M | 0.02% | +4,966+7.8% | Added |
| Assetmark, Inc | 70,281 | $8.93M | 0.02% | +56,046+393.7% | Added |
| Coleford Investment Management Ltd. | 71,934 | $9.14M | 2.41% | +71,934 | New |
| DRH Investments, Inc. | 74,149 | $9.43M | 10.84% | +40,612+121.1% | Added |
| Sanctuary Advisors, LLC | 77,710 | $9.45M | 0.06% | +2,702+3.6% | Added |
| The PNC Financial Services Group, Inc. | 75,037 | $9.54M | 0.01% | −2,354−3.0% | Reduced |
| Exencial Wealth Advisors, LLC | 78,195 | $9.94M | 0.37% | −4,049−4.9% | Reduced |
| Millennium Management LLC | 81,602 | $10.4M | 0.01% | −40,422−33.1% | Reduced |
| Levin Capital Strategies, L.P. | 84,143 | $10.7M | 1.02% | −1,721−2.0% | Reduced |
| Manitou Investment Management Ltd. | 84,700 | $10.8M | 2.13% | 00.0% | Unchanged |
| Clark Estates Inc | 85,500 | $10.9M | 2.10% | +85,500 | New |
| Davenport & Co LLC | 86,249 | $11.0M | 0.06% | +6,791+8.5% | Added |
| Kornitzer Capital Management Inc | 86,862 | $11.0M | 0.22% | −43,819−33.5% | Reduced |
| Generate Investment Management Ltd | 87,754 | $11.2M | 0.78% | +87,754 | New |
| Vulcan Value Partners, LLC | 91,776 | $11.6M | 0.19% | +91,776 | New |
| Anchor Capital Advisors LLC | 91,576 | $11.6M | 0.33% | +13,003+16.5% | Added |
| Townsend & Associates, Inc | 98,926 | $11.8M | 1.21% | +4,100+4.3% | Added |
| HighTower Advisors, LLC | 93,944 | $11.9M | 0.02% | −26,742−22.2% | Reduced |
| US Bancorp | 94,034 | $12.0M | 0.02% | +3,940+4.4% | Added |
| Commonwealth Equity Services, LLC | 94,734 | $12.0M | 0.02% | +1,182+1.3% | Added |
| CIBC World Markets Inc. | 98,187 | $12.5M | 0.03% | −5,160−5.0% | Reduced |
| Cetera Investment Advisers | 99,099 | $12.6M | 0.03% | +8,851+9.8% | Added |
| Hutchinson Capital Management | 99,991 | $12.7M | 2.40% | +12,475+14.3% | Added |
| CI Private Wealth, LLC | 101,749 | $12.9M | 0.02% | −4,992−4.7% | Reduced |
| HSBC Holdings PLC | 101,978 | $12.9M | 0.01% | +39,468+63.1% | Added |
| American Century Companies Inc | 102,965 | $13.1M | 0.01% | +4,686+4.8% | Added |
| HRT Financial LP | 107,500 | $13.7M | 0.07% | +99,703+1,278.7% | Added |
| Mill Capital Management, LLC | 110,607 | $14.1M | 1.11% | −303−0.3% | Reduced |
| Roffman Miller Associates Inc | 110,635 | $14.1M | 0.86% | −8,062−6.8% | Reduced |
| United Capital Financial Advisers, LLC | 112,409 | $14.3M | 0.12% | −56,945−33.6% | Reduced |
| Franklin Resources Inc | 112,866 | $14.3M | 0.00% | −6,172−5.2% | Reduced |
| Cobblestone Capital Advisors LLC | 115,040 | $14.6M | 0.80% | −10,973−8.7% | Reduced |