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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 25,092 | $3.19M | 0.06% | +22,854+1,021.2% | Added |
| LMR Partners LLP | 25,000 | $3.18M | 0.06% | +25,000 | New |
| O'Shaughnessy Asset Management, LLC | 24,909 | $3.17M | 0.03% | +7,076+39.7% | Added |
| Pinnacle Associates Ltd | 24,429 | $3.11M | 0.04% | −7,075−22.5% | Reduced |
| BNP Paribas Arbitrage, SA | 24,121 | $3.07M | 0.00% | −41,773−63.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 23,031 | $2.93M | 0.00% | −971−4.0% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 23,000 | $2.92M | 0.43% | +23,000 | New |
| Logan Capital Management Inc | 22,705 | $2.89M | 0.12% | −182−0.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 22,699 | $2.89M | 0.32% | +2,536+12.6% | Added |
| Brown Advisory Inc | 22,556 | $2.87M | 0.00% | +1,129+5.3% | Added |
| Beacon Investment Advisors LLC | 22,555 | $2.87M | 1.35% | +22,555 | New |
| Eagle Global Advisors LLC | 22,160 | $2.82M | 0.12% | +22,160 | New |
| R.H. Investment Group, LLC | 21,666 | $2.75M | 2.60% | +21,666 | New |
| Wiley Bros.-Aintree Capital, LLC | 22,582 | $2.75M | 0.03% | +7,029+45.2% | Added |
| Sit Investment Associates Inc | 21,440 | $2.73M | 0.06% | −975−4.3% | Reduced |
| Sky Investment Group LLC | 20,650 | $2.63M | 0.48% | −3,480−14.4% | Reduced |
| NewEdge Wealth, LLC | 20,648 | $2.62M | 0.05% | −1,088−5.0% | Reduced |
| Trexquant Investment LP | 20,601 | $2.62M | 0.03% | +4,867+30.9% | Added |
| Atria Wealth Solutions, Inc. | 20,491 | $2.60M | 0.03% | +7,397+56.5% | Added |
| Trust Co of Vermont | 20,471 | $2.60M | 0.13% | −3,904−16.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 20,343 | $2.59M | 0.70% | +20,343 | New |
| D. E. Shaw & Co., Inc. | 19,930 | $2.53M | 0.00% | +11,831+146.1% | Added |
| Vestmark Advisory Solutions, Inc. | 19,914 | $2.53M | 0.09% | −825−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,853 | $2.52M | 0.04% | +1,012+5.4% | Added |
| WCG Wealth Advisors LLC | 19,789 | $2.52M | 0.17% | +642+3.4% | Added |
| TD Private Client Wealth LLC | 19,280 | $2.45M | 0.07% | −456−2.3% | Reduced |
| GWM Advisors LLC | 18,996 | $2.41M | 0.01% | +709+3.9% | Added |
| Guggenheim Capital LLC | 18,732 | $2.38M | 0.02% | +8,294+79.5% | Added |
| Sepio Capital, LP | 18,624 | $2.37M | 0.19% | −940−4.8% | Reduced |
| Rockefeller Capital Management L.P. | 18,292 | $2.35M | 0.01% | −32,863−64.2% | Reduced |
| Inspire Trust Co, N.A. | 18,189 | $2.31M | 0.59% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 17,968 | $2.28M | 1.10% | −1,205−6.3% | Reduced |
| Montag A & Associates Inc | 17,734 | $2.25M | 0.11% | −856−4.6% | Reduced |
| JustInvest LLC | 17,731 | $2.25M | 0.03% | +1,829+11.5% | Added |
| Callahan Advisors, LLC | 17,728 | $2.25M | 0.21% | −17,523−49.7% | Reduced |
| Central Trust Co | 17,592 | $2.24M | 0.05% | −282−1.6% | Reduced |
| WMS Partners, LLC | 17,586 | $2.24M | 0.13% | −2,558−12.7% | Reduced |
| Farther Finance Advisors, LLC | 17,257 | $2.19M | 0.08% | +2,773+19.1% | Added |
| Keybank National Association | 17,201 | $2.19M | 0.01% | −2,610−13.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,199 | $2.19M | 0.44% | −363−2.1% | Reduced |
| Kennedy Investment Group | 17,177 | $2.18M | 0.99% | −1,515−8.1% | Reduced |
| Benjamin Edwards Inc | 17,069 | $2.17M | 0.03% | +848+5.2% | Added |
| JLB & Associates Inc | 16,965 | $2.16M | 0.29% | −5,138−23.2% | Reduced |
| TD Waterhouse Canada Inc. | 16,934 | $2.15M | 0.02% | −24,359−59.0% | Reduced |
| Colonial Trust Advisors | 16,870 | $2.14M | 0.19% | −6,609−28.1% | Reduced |
| Fiduciary Trust Co | 16,769 | $2.13M | 0.03% | −1,490−8.2% | Reduced |
| Oppenheimer & Co Inc | 16,609 | $2.11M | 0.03% | −155−0.9% | Reduced |
| DMKC Advisory Services, LLC | 16,552 | $2.10M | 1.91% | +16,552 | New |
| Core Alternative Capital | 16,063 | $2.04M | 0.43% | −27,350−63.0% | Reduced |
| Moors & Cabot, Inc. | 15,942 | $2.03M | 0.10% | +357+2.3% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 15,928 | $2.02M | 1.51% | +10.0% | Added |
| Voya Financial Advisors, Inc. | 15,836 | $2.01M | 0.22% | +592+3.9% | Added |
| Semmax Financial Advisors Inc. | 18,307 | $2.00M | 0.53% | +93+0.5% | Added |
| Horan Capital Advisors, LLC. | 15,679 | $1.99M | 0.67% | −519−3.2% | Reduced |
| Prospera Financial Services Inc | 15,535 | $1.98M | 0.05% | +82+0.5% | Added |
| Lantz Financial LLC | 15,524 | $1.97M | 0.53% | +353+2.3% | Added |
| Adviser Investments LLC | 15,306 | $1.95M | 0.02% | −61,976−80.2% | Reduced |
| Concurrent Investment Advisors, LLC | 15,229 | $1.94M | 0.05% | +30+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 15,124 | $1.92M | 0.12% | −3,592−19.2% | Reduced |
| Mutual Advisors, LLC | 16,221 | $1.90M | 0.06% | +3,895+31.6% | Added |
| Integrated Wealth Concepts LLC | 14,891 | $1.89M | 0.02% | −3,828−20.4% | Reduced |
| Advisory Services Network, LLC | 14,761 | $1.88M | 0.03% | +408+2.8% | Added |
| Highland Capital Management, LLC | 14,610 | $1.86M | 0.11% | +380+2.7% | Added |
| London & Capital Asset Management Ltd | 14,569 | $1.85M | 0.16% | +251+1.8% | Added |
| Searle & Co. | 14,553 | $1.85M | 0.53% | −126−0.9% | Reduced |
| Capital Wealth Planning, LLC | 14,403 | $1.83M | 0.02% | −1,092−7.0% | Reduced |
| Simplex Trading, LLC | 14,294 | $1.82M | 0.05% | +14,294 | New |
| Bank of Nova Scotia | 14,152 | $1.80M | 0.00% | −4,744−25.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 14,072 | $1.79M | 0.12% | +256+1.9% | Added |
| Wetherby Asset Management Inc | 14,047 | $1.79M | 0.09% | +896+6.8% | Added |
| Quantinno Capital Management LP | 13,940 | $1.77M | 0.02% | −25,249−64.4% | Reduced |
| Tevis Investment Management | 13,869 | $1.76M | 1.31% | +8,528+159.7% | Added |
| Citizens National Bank Trust Department | 13,695 | $1.74M | 0.37% | −365−2.6% | Reduced |
| Dodge & Cox | 13,511 | $1.72M | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13,429 | $1.71M | 0.11% | +121+0.9% | Added |
| Courier Capital LLC | 13,399 | $1.70M | 0.12% | −1,370−9.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,350 | $1.70M | 0.14% | −786−5.6% | Reduced |
| Financial Gravity Companies, Inc. | 13,204 | $1.68M | 0.38% | +670+5.3% | Added |
| Old Port Advisors | 13,148 | $1.67M | 0.48% | −195−1.5% | Reduced |
| Mystic Asset Management, Inc. | 13,029 | $1.66M | 0.44% | +216+1.7% | Added |
| Maia Wealth LLC | 13,112 | $1.65M | 0.35% | +2,593+24.7% | Added |
| Central Pacific Bank - Trust Division | 12,912 | $1.64M | 0.21% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,884 | $1.64M | 0.01% | −2,565−16.6% | Reduced |
| Ancora Advisors, LLC | 12,867 | $1.64M | 0.04% | −134−1.0% | Reduced |
| Naviter Wealth, LLC | 12,742 | $1.62M | 0.20% | +1,198+10.4% | Added |
| Beacon Pointe Advisors, LLC | 12,522 | $1.59M | 0.02% | −1,946−13.5% | Reduced |
| Bleakley Financial Group, LLC | 12,311 | $1.57M | 0.05% | −324−2.6% | Reduced |
| BCGM Wealth Management, LLC | 12,255 | $1.56M | 0.49% | +887+7.8% | Added |
| Synovus Financial Corp | 12,167 | $1.55M | 0.02% | −201−1.6% | Reduced |
| Auxier Asset Management | 12,116 | $1.54M | 0.24% | −668−5.2% | Reduced |
| Argent Trust Co | 11,929 | $1.52M | 0.06% | −86−0.7% | Reduced |
| Mercer Global Advisors Inc | 11,922 | $1.52M | 0.00% | −5,547−31.8% | Reduced |
| Westhampton Capital, LLC | 11,779 | $1.50M | 0.76% | −248−2.1% | Reduced |
| Bradyco, Inc. | 11,602 | $1.49M | 0.92% | +11,602 | New |
| HB Wealth Management, LLC | 11,687 | $1.49M | 0.02% | +1,053+9.9% | Added |
| Commerce Bank | 11,604 | $1.48M | 0.01% | −1,954−14.4% | Reduced |
| Bahl & Gaynor Inc | 11,602 | $1.47M | 0.01% | −100−0.9% | Reduced |
| We Are One Seven, LLC | 11,512 | $1.46M | 0.06% | +4,013+53.5% | Added |
| 1832 Asset Management L.P. | 11,452 | $1.46M | 0.00% | −2,748−19.4% | Reduced |
| CoreCap Advisors, LLC | 11,238 | $1.43M | 0.07% | +1,865+19.9% | Added |