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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 48 | $6.10K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 48 | $6.10K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 47 | $5.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $5.53K | 0.00% | +5+12.8% | Added |
| SWAN Capital LLC | 43 | $5.47K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 42 | $5.37K | 0.00% | +42 | New |
| West Financial Advisors, LLC | 41 | $5.21K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 41 | $5.21K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 41 | $5.15K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 40 | $5.08K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 39 | $4.96K | 0.00% | −101−72.1% | Reduced |
| Kozak & Associates, Inc. | 39 | $4.73K | 0.00% | +39 | New |
| HHM Wealth Advisors, LLC | 37 | $4.73K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 37 | $4.70K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37 | $4.70K | 0.00% | +37 | New |
| Manchester Capital Management LLC | 36 | $4.58K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 36 | $4.58K | 0.00% | +36 | New |
| Sugarloaf Wealth Management, LLC | 35 | $4.45K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 35 | $4.45K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 34 | $4.32K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 34 | $4.32K | 0.00% | +34 | New |
| Robinswood Financial LLC | 33 | $4.27K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 30 | $3.81K | 0.00% | −382−92.7% | Reduced |
| Key Financial Inc | 30 | $3.81K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 30 | $3.81K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 29 | $3.69K | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 29 | $3.69K | 0.00% | +29 | New |
| MCF Advisors LLC | 25 | $3.18K | 0.00% | −140−84.8% | Reduced |
| Tidemark, LLC | 25 | $3.18K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 25 | $3.18K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 25 | $3.18K | 0.00% | +25 | New |
| Rakuten Securities, Inc. | 23 | $2.92K | 0.00% | −15−39.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23 | $2.92K | 0.00% | −5−17.9% | Reduced |
| Copeland Capital Management, LLC | 22 | $2.80K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $2.72K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $2.67K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 21 | $2.67K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 20 | $2.54K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 17 | $2.16K | 0.00% | +17 | New |
| Highline Wealth Partners LLC | 16 | $2.03K | 0.00% | −7−30.4% | Reduced |
| Fairman Group, LLC | 16 | $2.03K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $2.03K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 16 | $2.03K | 0.00% | +16 | New |
| Copia Wealth Management | 16 | $2.03K | 0.00% | +16 | New |
| Midwest Capital Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Valued Wealth Advisors LLC | 15 | $1.91K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 15 | $1.91K | 0.00% | +15 | New |
| Wiser Advisor Group LLC | 14 | $1.81K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $1.65K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 13 | $1.65K | 0.00% | +13 | New |
| Painted Porch Advisors LLC | 12 | $1.53K | 0.00% | +12 | New |
| Dunhill Financial, LLC | 11 | $1.40K | 0.00% | +11 | New |
| Toth Financial Advisory Corp | 10 | $1.27K | 0.00% | +10 | New |
| Nemes Rush Group LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.18K | 0.00% | −29−74.4% | Reduced |
| Abound Wealth Management | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10 | $1.00K | 0.00% | −75−88.2% | Reduced |
| Mendota Financial Group, LLC | 7 | $890 | 0.00% | −4−36.4% | Reduced |
| Investors Research Corp | 7 | $890 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $763 | 0.00% | +6 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $636 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $509 | 0.00% | −11−73.3% | Reduced |
| Quent Capital, LLC | 4 | $509 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 2 | $254 | 0.00% | +2 | New |
| NBC Securities, Inc. | 1 | $143 | 0.01% | −981−99.9% | Reduced |
| Aventura Private Wealth, LLC | 1 | $127 | 0.00% | +1 | New |
| REAP Financial Group, LLC | 0 | $36 | 0.00% | 0 | New |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −1,980,951−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −63,200−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −404,872−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −178,105−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −45,055−100.0% | Sold out |
| Portland Global Advisors LLC | 0 | $0 | 0.00% | −39,298−100.0% | Sold out |
| Value Partners Investments Inc. | 0 | $0 | 0.00% | −35,220−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,137−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,229−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −16,228−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,535−100.0% | Sold out |
| Galibier Capital Management Ltd. | 0 | $0 | 0.00% | −11,613−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −9,620−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,885−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −6,837−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −6,230−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,736−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −4,614−100.0% | Sold out |
| Pitti Group Wealth Management, LLC | 0 | $0 | 0.00% | −4,013−100.0% | Sold out |
| Wimmer Associates 1, LLC | 0 | $0 | 0.00% | −3,655−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −69,609−100.0% | Sold out |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,565−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −2,488−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |