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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 70,281 | $8.93M | 0.02% | +56,046+393.7% | Added |
| Advisor Group Holdings, Inc. | 68,238 | $8.68M | 0.02% | +4,966+7.8% | Added |
| Allied Investment Advisors, LLC | 63,564 | $8.08M | 1.63% | +1,520+2.4% | Added |
| Neuberger Berman Group LLC | 63,092 | $8.02M | 0.01% | +1,101+1.8% | Added |
| Morningstar Investment Services LLC | 62,456 | $7.94M | 0.72% | −621,254−90.9% | Reduced |
| Pathstone Holdings, LLC | 62,114 | $7.90M | 0.03% | −3,047−4.7% | Reduced |
| Wedge Capital Management L L P | 61,392 | $7.80M | 0.14% | −371−0.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 61,053 | $7.76M | 0.23% | +544+0.9% | Added |
| Creative Planning | 60,679 | $7.71M | 0.01% | +12,709+26.5% | Added |
| Baird Financial Group, Inc. | 59,435 | $7.56M | 0.01% | −1,962−3.2% | Reduced |
| Live Oak Private Wealth LLC | 59,252 | $7.53M | 1.27% | −1,102−1.8% | Reduced |
| 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 |
| Mariner, LLC | 57,828 | $7.35M | 0.01% | +7,127+14.1% | Added |
| Lincluden Management Ltd | 57,739 | $7.34M | 0.89% | −331−0.6% | Reduced |
| Price T Rowe Associates Inc | 56,762 | $7.22M | 0.00% | −19,131−25.2% | Reduced |
| Atria Investments LLC | 56,425 | $7.17M | 0.09% | −2,786−4.7% | Reduced |
| Lafayette Investments, Inc. | 56,241 | $7.15M | 1.53% | +477+0.9% | Added |
| Lincoln Capital LLC | 55,221 | $7.02M | 1.48% | −3,834−6.5% | Reduced |
| Ameriprise Financial Inc | 55,188 | $7.02M | 0.00% | −3,666−6.2% | Reduced |
| Eldred Rock Partners, LLC | 54,868 | $6.98M | 2.39% | +99+0.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 54,188 | $6.89M | 2.00% | +4,738+9.6% | Added |
| Poehling Capital Management, LLC | 54,026 | $6.87M | 1.69% | +3,622+7.2% | Added |
| Pinnacle Financial Partners Inc | 52,273 | $6.65M | 0.13% | −452−0.9% | Reduced |
| Hillman Capital Management, Inc. | 51,395 | $6.53M | 2.42% | +51,395 | New |
| National Bank of Canada | 51,377 | $6.53M | 0.01% | −11,376−18.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 51,192 | $6.51M | 0.20% | −19,554−27.6% | Reduced |
| Addenda Capital Inc. | 49,031 | $6.23M | 0.22% | −153−0.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 49,009 | $6.23M | 0.45% | −13,596−21.7% | Reduced |
| Trust Co of Virginia | 48,586 | $6.18M | 0.57% | −3,118−6.0% | Reduced |
| Cerity Partners LLC | 46,226 | $6.03M | 0.01% | −6,817−12.9% | Reduced |
| Colony Group, LLC | 47,090 | $5.99M | 0.02% | +26,033+123.6% | Added |
| Guardian Partners Inc. | 47,397 | $5.95M | 0.60% | +47,397 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 45,877 | $5.83M | 0.98% | +1,161+2.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 45,807 | $5.82M | 0.02% | +10,449+29.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 45,689 | $5.81M | 0.47% | +397+0.9% | Added |
| Ar Asset Management Inc | 44,310 | $5.63M | 1.28% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 43,609 | $5.54M | 0.01% | −1,891−4.2% | Reduced |
| Aquatic Capital Management LLC | 43,298 | $5.50M | 0.15% | +20,098+86.6% | Added |
| Warren Averett Asset Management, LLC | 43,034 | $5.47M | 0.08% | +2,661+6.6% | Added |
| Tower Bridge Advisors | 42,877 | $5.45M | 0.58% | −4,651−9.8% | Reduced |
| Blair William & Co | 42,876 | $5.45M | 0.02% | −3,536−7.6% | Reduced |
| Timber Creek Capital Management LLC | 41,588 | $5.29M | 1.53% | +8,613+26.1% | Added |
| Zions Bancorporation, N.A. | 41,321 | $5.25M | 0.33% | +4,454+12.1% | Added |
| Hantz Financial Services, Inc. | 40,970 | $5.21M | 0.09% | +1,804+4.6% | Added |
| McGinn Investment Management, Inc. | 40,805 | $5.19M | 3.47% | +9,178+29.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 40,778 | $5.18M | 0.96% | −846−2.0% | Reduced |
| Principal Securities, Inc. | 40,586 | $5.16M | 0.12% | +364+0.9% | Added |
| Pekin Hardy Strauss, Inc. | 40,063 | $5.09M | 0.65% | −41−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 39,955 | $5.08M | 0.14% | +691+1.8% | Added |
| Saybrook Capital | 39,444 | $5.01M | 1.34% | −6,244−13.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,085 | $4.84M | 0.02% | +348+0.9% | Added |
| Charles Schwab Investment Management Inc | 37,718 | $4.80M | 0.00% | +3,964+11.7% | Added |
| Stony Point Wealth Management Inc. | 37,552 | $4.77M | 1.90% | −4,611−10.9% | Reduced |
| Moran Wealth Management, LLC | 37,427 | $4.76M | 0.15% | −2,191−5.5% | Reduced |
| TownSquare Capital, LLC | 37,353 | $4.75M | 0.05% | +558+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 37,324 | $4.75M | 0.07% | −2,824−7.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 36,625 | $4.66M | 0.15% | −2,641−6.7% | Reduced |
| Captrust Financial Advisors | 36,572 | $4.65M | 0.01% | −1,072−2.8% | Reduced |
| HM Payson & Co | 35,841 | $4.56M | 0.08% | −6,181−14.7% | Reduced |
| Boston Financial Mangement LLC | 35,553 | $4.52M | 0.14% | −7,631−17.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 34,423 | $4.38M | 1.26% | −170.0% | Reduced |
| FineMark National Bank & Trust | 34,261 | $4.36M | 0.15% | −4,877−12.5% | Reduced |
| Rodgers Brothers Inc. | 34,149 | $4.34M | 0.57% | −825−2.4% | Reduced |
| Tanager Wealth Management LLP | 33,980 | $4.32M | 0.56% | −10.0% | Reduced |
| Banco Santander, S.A. | 32,555 | $4.14M | 0.05% | −64−0.2% | Reduced |
| Kavar Capital Partners Group, LLC | 32,543 | $4.14M | 0.70% | −3,475−9.6% | Reduced |
| Manning & Napier Advisors LLC | 32,309 | $4.11M | 0.05% | −1,531−4.5% | Reduced |
| Managed Asset Portfolios, LLC | 32,292 | $4.11M | 0.61% | +35+0.1% | Added |
| TCTC Holdings, LLC | 31,435 | $4.00M | 0.14% | +492+1.6% | Added |
| M&T Bank Corp | 31,423 | $3.99M | 0.01% | +986+3.2% | Added |
| Miracle Mile Advisors, LLC | 31,126 | $3.96M | 0.08% | +22+0.1% | Added |
| Stephens Inc | 30,872 | $3.92M | 0.06% | −1,848−5.6% | Reduced |
| CIBC Asset Management Inc | 30,513 | $3.88M | 0.01% | −1,130−3.6% | Reduced |
| Infusive Asset Management Inc. | 30,511 | $3.88M | 1.73% | −527−1.7% | Reduced |
| Snowden Capital Advisors LLC | 30,291 | $3.85M | 0.12% | −1,900−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,059 | $3.82M | 0.03% | +2,272+8.2% | Added |
| Dakota Wealth Management | 29,695 | $3.78M | 0.09% | −1,046−3.4% | Reduced |
| Motco | 29,665 | $3.77M | 0.39% | +25,320+582.7% | Added |
| Thornburg Investment Management Inc | 29,404 | $3.74M | 0.05% | −3,309−10.1% | Reduced |
| Ethic Inc. | 29,216 | $3.71M | 0.07% | −2,726−8.5% | Reduced |
| Kestra Advisory Services, LLC | 28,965 | $3.68M | 0.02% | −8,479−22.6% | Reduced |
| Naples Global Advisors, LLC | 28,886 | $3.67M | 0.34% | +6,296+27.9% | Added |
| Washington Trust Advisors, Inc. | 28,583 | $3.63M | 0.30% | −1,833−6.0% | Reduced |
| Northwest Bancshares, Inc. | 28,565 | $3.63M | 0.67% | −2,871−9.1% | Reduced |
| Bearing Point Capital, LLC | 28,507 | $3.62M | 0.76% | +28,507 | New |
| Jones Financial Companies LLLP | 28,443 | $3.62M | 0.00% | +5,026+21.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 28,353 | $3.60M | 2.42% | 00.0% | Unchanged |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 28,300 | $3.60M | 0.19% | 00.0% | Unchanged |
| Weik Capital Management | 27,690 | $3.52M | 1.43% | +180+0.7% | Added |
| MAI Capital Management | 27,315 | $3.47M | 0.03% | −2,011−6.9% | Reduced |
| Benedict Financial Advisors Inc | 26,936 | $3.42M | 0.83% | +964+3.7% | Added |
| Boston Trust Walden Corp | 26,686 | $3.39M | 0.02% | −483−1.8% | Reduced |
| Lee Danner & Bass Inc | 26,029 | $3.31M | 0.26% | +10,196+64.4% | Added |
| Pavion Blue Capital, LLC | 25,894 | $3.29M | 1.55% | −654−2.5% | Reduced |
| Glenmede Trust Co NA | 25,843 | $3.29M | 0.02% | −5,094−16.5% | Reduced |
| Tocqueville Asset Management L.P. | 25,650 | $3.26M | 0.05% | +495+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 25,571 | $3.25M | 0.02% | +428+1.7% | Added |
| Squarepoint Ops LLC | 25,410 | $3.23M | 0.01% | +17,950+240.6% | Added |
| Resources Investment Advisors, LLC. | 25,349 | $3.22M | 0.04% | −786−3.0% | Reduced |