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 |
|---|---|---|---|---|---|
| Perennial Advisors, LLC | 11,219 | $1.43M | 0.31% | +11,219 | New |
| Centric Wealth Management | 11,194 | $1.42M | 0.38% | +11,194 | New |
| First American Bank | 11,057 | $1.41M | 0.10% | −4,769−30.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,030 | $1.40M | 0.13% | −497−4.3% | Reduced |
| Fulton Bank, N.A. | 11,029 | $1.40M | 0.05% | −91−0.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,931 | $1.39M | 0.00% | +35+0.3% | Added |
| Whittier Trust Co | 10,835 | $1.38M | 0.02% | −1,207−10.0% | Reduced |
| QRG Capital Management, Inc. | 10,830 | $1.38M | 0.01% | +1,364+14.4% | Added |
| Louisbourg Investments Inc. | 10,826 | $1.38M | 0.36% | 00.0% | Unchanged |
| Country Club Bank | 10,657 | $1.35M | 0.09% | −5,134−32.5% | Reduced |
| Knollwood Investment Advisory, LLC | 10,597 | $1.35M | 0.14% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 10,484 | $1.33M | 0.02% | +2,028+24.0% | Added |
| Susquehanna International Group, LLP | 10,370 | $1.32M | 0.00% | −90,437−89.7% | Reduced |
| Premier Path Wealth Partners, LLC | 10,287 | $1.31M | 0.20% | +10,287 | New |
| Brookmont Capital Management | 10,283 | $1.31M | 0.70% | −85−0.8% | Reduced |
| Park Avenue Securities LLC | 10,245 | $1.30M | 0.01% | −2,597−20.2% | Reduced |
| Bryn Mawr Trust Co | 10,038 | $1.28M | 0.02% | −494−4.7% | Reduced |
| Councilmark Asset Management, LLC | 9,934 | $1.26M | 0.85% | −123−1.2% | Reduced |
| Milestone Asset Management, LLC | 9,845 | $1.25M | 0.28% | +7,784+377.7% | Added |
| Parvin Asset Management, LLC | 9,835 | $1.25M | 1.35% | +9,835 | New |
| Fifth Third Bancorp | 9,778 | $1.24M | 0.00% | +783+8.7% | Added |
| Autumn Glory Partners, LLC | 9,740 | $1.24M | 0.61% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9,702 | $1.23M | 0.48% | −5−0.1% | Reduced |
| Narwhal Capital Management | 9,697 | $1.23M | 0.11% | −7,888−44.9% | Reduced |
| Woodmont Investment Counsel LLC | 9,663 | $1.23M | 0.09% | −2,388−19.8% | Reduced |
| Phraction Management LLC | 9,623 | $1.22M | 0.43% | −6,024−38.5% | Reduced |
| V-Square Quantitative Management LLC | 9,419 | $1.19M | 0.17% | +2,399+34.2% | Added |
| Founders Financial Securities LLC | 9,364 | $1.19M | 0.11% | +1,226+15.1% | Added |
| Whittier Trust Co of Nevada Inc | 9,364 | $1.19M | 0.03% | −445−4.5% | Reduced |
| Daymark Wealth Partners, LLC | 9,295 | $1.18M | 0.05% | −137−1.5% | Reduced |
| Nuveen Asset Management, LLC | 9,239 | $1.17M | 0.00% | −721−7.2% | Reduced |
| Horizon Investments, LLC | 9,237 | $1.17M | 0.03% | +1,214+15.1% | Added |
| Wealthspire Advisors, LLC | 9,159 | $1.16M | 0.01% | +213+2.4% | Added |
| GSB Wealth Management, LLC | 9,122 | $1.16M | 0.30% | +681+8.1% | Added |
| Bulltick Wealth Management, LLC | 9,000 | $1.14M | 0.27% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 8,809 | $1.12M | 1.06% | +2,804+46.7% | Added |
| Radnor Capital Management, LLC | 8,731 | $1.11M | 0.19% | −500−5.4% | Reduced |
| William Allan, LLC | 8,694 | $1.11M | 0.68% | −163−1.8% | Reduced |
| Sandy Spring Bank | 8,656 | $1.10M | 0.04% | −1,077−11.1% | Reduced |
| Cascade Investment Advisors, Inc. | 8,613 | $1.09M | 0.70% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,555 | $1.09M | 0.02% | +1,707+24.9% | Added |
| First Bank & Trust | 8,522 | $1.08M | 0.21% | +6,190+265.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,501 | $1.08M | 0.10% | −563−6.2% | Reduced |
| HF Advisory Group, LLC | 8,471 | $1.08M | 0.50% | +775+10.1% | Added |
| Hamel Associates, Inc. | 8,440 | $1.07M | 0.35% | 00.0% | Unchanged |
| TD Asset Management Inc | 8,381 | $1.07M | 0.00% | −421−4.8% | Reduced |
| Advisors Asset Management, Inc. | 8,347 | $1.06M | 0.02% | +297+3.7% | Added |
| Optimist Retirement Group LLC | 8,319 | $1.06M | 0.50% | −8,362−50.1% | Reduced |
| Toronto Dominion Bank | 8,322 | $1.06M | 0.00% | −36−0.4% | Reduced |
| Fiduciary Management Inc | 8,285 | $1.05M | 0.01% | −165−2.0% | Reduced |
| Twin City Private Wealth, LLC | 8,251 | $1.05M | 0.93% | +254+3.2% | Added |
| Joel Isaacson & Co., LLC | 8,193 | $1.04M | 0.05% | −1,434−14.9% | Reduced |
| Fullcircle Wealth LLC | 9,521 | $1.04M | 0.43% | +594+6.7% | Added |
| State Street Corp | 8,180 | $1.04M | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 8,103 | $1.03M | 0.10% | +989+13.9% | Added |
| Euro Pacific Asset Management, LLC | 8,266 | $1.02M | 0.22% | −537−6.1% | Reduced |
| West Coast Financial LLC | 8,050 | $1.02M | 0.11% | −1,614−16.7% | Reduced |
| Verdence Capital Advisors LLC | 8,050 | $1.02M | 0.08% | −99−1.2% | Reduced |
| Madison Asset Management, LLC | 8,038 | $1.02M | 0.01% | −2,839−26.1% | Reduced |
| Madison Investment Advisors, LLC | 8,038 | $1.02M | 0.01% | +8,038 | New |
| Addison Capital Co | 8,012 | $1.02M | 0.41% | −182−2.2% | Reduced |
| Haverford Trust Co | 7,975 | $1.01M | 0.01% | −1,130−12.4% | Reduced |
| Accretive Wealth Partners, LLC | 7,865 | $999.9K | 0.42% | +263+3.5% | Added |
| Bull Street Advisors, LLC | 7,815 | $994.0K | 0.48% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,817 | $990.4K | 0.02% | +1,387+21.6% | Added |
| Stonebridge Capital Advisors LLC | 7,750 | $985.3K | 0.08% | −823−9.6% | Reduced |
| Private Advisor Group, LLC | 7,739 | $983.9K | 0.01% | −4,411−36.3% | Reduced |
| Raleigh Capital Management Inc. | 7,688 | $977.4K | 0.38% | +185+2.5% | Added |
| Modera Wealth Management, LLC | 7,638 | $971.1K | 0.01% | +36+0.5% | Added |
| Smith, Salley & Associates | 7,631 | $970.1K | 0.06% | −74,013−90.7% | Reduced |
| Grove Bank & Trust | 7,462 | $948.6K | 0.13% | +1,759+30.8% | Added |
| Buttonwood Financial Advisors Inc. | 7,460 | $948.3K | 0.42% | +185+2.5% | Added |
| Wealth Alliance | 7,449 | $947.0K | 0.11% | −987−11.7% | Reduced |
| First Horizon Advisors, Inc. | 7,431 | $944.7K | 0.03% | −958−11.4% | Reduced |
| Evergreen Capital Management LLC | 7,420 | $943.3K | 0.03% | +2,940+65.6% | Added |
| Ballentine Partners, LLC | 7,316 | $930.1K | 0.02% | +1,088+17.5% | Added |
| Drucker Wealth 3.0, LLC | 7,308 | $929.1K | 0.21% | −1,853−20.2% | Reduced |
| Huntington National Bank | 7,275 | $924.9K | 0.01% | −2,536−25.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,218 | $917.6K | 0.12% | +105+1.5% | Added |
| Foundations Investment Advisors, LLC | 7,174 | $912.0K | 0.02% | −291−3.9% | Reduced |
| Copperleaf Capital, LLC | 7,119 | $905.0K | 0.57% | +572+8.7% | Added |
| Salvus Wealth Management, LLC | 7,076 | $899.6K | 0.57% | +3,275+86.2% | Added |
| Beacon Financial Group | 7,050 | $896.3K | 0.10% | +3,735+112.7% | Added |
| GeoWealth Management, LLC | 6,944 | $882.8K | 0.03% | +92+1.3% | Added |
| Sterling Capital Management LLC | 6,937 | $881.9K | 0.01% | −727−9.5% | Reduced |
| Stokes Family Office, LLC | 6,936 | $881.8K | 0.09% | +349+5.3% | Added |
| Douglass Winthrop Advisors, LLC | 6,890 | $875.9K | 0.02% | +895+14.9% | Added |
| Geneos Wealth Management Inc. | 6,858 | $871.9K | 0.03% | +7+0.1% | Added |
| Weatherly Asset Management L. P. | 6,844 | $870.1K | 0.08% | −150−2.1% | Reduced |
| RSM US Wealth Management LLC | 6,769 | $858.5K | 0.01% | −897−11.7% | Reduced |
| Knoll Capital Management, LLC | 6,750 | $858.1K | 0.55% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,685 | $849.9K | 0.03% | +720+12.1% | Added |
| Ingalls & Snyder LLC | 6,678 | $849.0K | 0.03% | −100−1.5% | Reduced |
| Lake Street Advisors Group, LLC | 6,594 | $838.2K | 0.04% | +109+1.7% | Added |
| Ashton Thomas Private Wealth, LLC | 6,473 | $822.9K | 0.03% | −133−2.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,426 | $816.9K | 0.38% | +414+6.9% | Added |
| Mill Creek Capital Advisors, LLC | 6,367 | $809.4K | 0.02% | +104+1.7% | Added |
| Ervin Investment Management, LLC | 6,351 | $807.4K | 0.52% | −320−4.8% | Reduced |
| Anb Bank | 6,322 | $803.7K | 0.35% | +6,322 | New |
| Parallel Advisors, LLC | 6,278 | $798.1K | 0.02% | +1,464+30.4% | Added |