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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 6,278 | $798.1K | 0.01% | −2,000−24.2% | Reduced |
| Coppell Advisory Solutions LLC | 6,293 | $797.3K | 0.11% | +893+16.5% | Added |
| Entropy Technologies, LP | 6,259 | $795.7K | 0.08% | +6,259 | New |
| Unique Wealth Strategies, LLC | 6,256 | $795.3K | 0.35% | −1,034−14.2% | Reduced |
| Peapack Gladstone Financial Corp | 6,178 | $785.0K | 0.01% | −172−2.7% | Reduced |
| CAPROCK Group, Inc. | 6,172 | $784.6K | 0.03% | +109+1.8% | Added |
| National Asset Management, Inc. | 6,136 | $780.0K | 0.03% | −353−5.4% | Reduced |
| Valeo Financial Advisors, LLC | 32,012 | $776.7K | 0.02% | −646−2.0% | Reduced |
| St. Nicholas Private Asset Management, Inc | 6,065 | $771.0K | 0.69% | +6,065 | New |
| Bangor Savings Bank | 6,059 | $770.3K | 0.07% | +41+0.7% | Added |
| Jacobi Capital Management LLC | 6,040 | $767.9K | 0.06% | +277+4.8% | Added |
| Sapient Capital LLC | 6,021 | $765.5K | 0.01% | −92−1.5% | Reduced |
| Sandy Cove Advisors, LLC | 6,000 | $762.8K | 0.30% | −50−0.8% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $762.8K | 0.16% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 5,871 | $746.4K | 0.10% | +21+0.4% | Added |
| Essential Planning, LLC. | 5,850 | $745.4K | 0.00% | +5,850 | New |
| Thoroughbred Financial Services, LLC | 5,866 | $745.0K | 0.05% | −225−3.7% | Reduced |
| Cary Street Partners Financial LLC | 5,820 | $740.0K | 0.02% | +5,820 | New |
| Rossmore Private Capital | 5,763 | $732.6K | 0.09% | −175−2.9% | Reduced |
| Stock Yards Bank & Trust Co | 5,756 | $731.8K | 0.03% | −3,970−40.8% | Reduced |
| Colonial Trust Co | 5,749 | $730.9K | 0.11% | −1,030−15.2% | Reduced |
| Quadcap Wealth Management, LLC | 5,740 | $729.8K | 0.11% | +2,223+63.2% | Added |
| Catalyst Capital Advisors LLC | 5,739 | $729.6K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 5,708 | $725.7K | 0.05% | +5,708 | New |
| SS&H Financial Advisors, Inc. | 5,700 | $725.0K | 0.26% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5,669 | $720.7K | 0.11% | −113−2.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,650 | $718.3K | 0.00% | +1,079+23.6% | Added |
| Canandaigua National Bank & Trust Co | 5,649 | $718.2K | 0.07% | −282−4.8% | Reduced |
| Quadrant Capital Group LLC | 5,634 | $716.2K | 0.05% | +2,043+56.9% | Added |
| Meixler Investment Management, Ltd. | 5,604 | $712.4K | 0.53% | −1,557−21.7% | Reduced |
| Centaurus Financial, Inc. | 5,594 | $711.0K | 0.04% | +1,378+32.7% | Added |
| Lawson Kroeker Investment Management Inc | 5,580 | $709.4K | 0.13% | −187−3.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,494 | $698.6K | 0.34% | −34−0.6% | Reduced |
| Norden Group LLC | 5,492 | $698.2K | 0.08% | +372+7.3% | Added |
| Welch Group, LLC | 5,500 | $696.9K | 0.03% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,471 | $695.5K | 0.35% | −100−1.8% | Reduced |
| Canvas Wealth Advisors, LLC | 5,458 | $693.9K | 0.17% | +1,642+43.0% | Added |
| Axxcess Wealth Management, LLC | 5,413 | $688.2K | 0.02% | +192+3.7% | Added |
| First Hawaiian Bank | 5,407 | $687.4K | 0.02% | +1,069+24.6% | Added |
| Diversify Wealth Management, LLC | 5,770 | $682.2K | 0.05% | +1,400+32.0% | Added |
| SageView Advisory Group, LLC | 5,361 | $681.5K | 0.03% | +351+7.0% | Added |
| Apollon Wealth Management, LLC | 5,336 | $678.4K | 0.02% | −395−6.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,330 | $677.6K | 0.01% | +37+0.7% | Added |
| Transcend Wealth Collective, LLC | 5,251 | $667.6K | 0.05% | −1,347−20.4% | Reduced |
| Three Bridge Wealth Advisors, LLC | 5,247 | $667.1K | 0.23% | −136−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 5,235 | $665.5K | 0.01% | −2,953−36.1% | Reduced |
| Global Retirement Partners, LLC | 5,226 | $664.4K | 0.02% | −2,920−35.8% | Reduced |
| Aberdeen Wealth Management LLC | 5,221 | $663.8K | 0.45% | −117−2.2% | Reduced |
| Catalytic Wealth RIA, LLC | 5,174 | $657.8K | 0.12% | −619−10.7% | Reduced |
| Compass Wealth Management LLC | 5,165 | $656.6K | 0.16% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,152 | $655.0K | 0.02% | −1,845−26.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,066 | $644.0K | 0.04% | −1,701−25.1% | Reduced |
| Boston Family Office LLC | 5,050 | $642.0K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,030 | $639.5K | 0.05% | +1,504+42.7% | Added |
| Stableford Capital II LLC | 5,030 | $639.5K | 0.25% | −38−0.7% | Reduced |
| Venture Visionary Partners LLC | 4,989 | $634.3K | 0.03% | −651−11.5% | Reduced |
| Ritholtz Wealth Management | 4,967 | $631.5K | 0.02% | +16+0.3% | Added |
| Advisor OS, LLC | 4,965 | $631.2K | 0.07% | −975−16.4% | Reduced |
| Iams Wealth Management, LLC | 4,946 | $629.0K | 0.29% | +761+18.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,850 | $616.6K | 0.06% | +4,850 | New |
| Stratos Wealth Partners, LTD. | 4,750 | $603.9K | 0.01% | −114−2.3% | Reduced |
| AE Wealth Management LLC | 4,738 | $602.2K | 0.01% | +63+1.3% | Added |
| Pacer Advisors, Inc. | 4,720 | $600.1K | 0.00% | −44−0.9% | Reduced |
| Generation Capital Management LLC | 4,655 | $591.8K | 0.51% | +4,655 | New |
| Portside Wealth Group, LLC | 4,637 | $589.5K | 0.10% | −168−3.5% | Reduced |
| Reuter James Wealth Management, LLC | 4,636 | $589.4K | 0.11% | −4−0.1% | Reduced |
| Heritage Wealth Advisors | 4,628 | $588.4K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 4,610 | $586.1K | 0.23% | +615+15.4% | Added |
| LVW Advisors, LLC | 4,589 | $583.4K | 0.07% | −49−1.1% | Reduced |
| Angeles Investment Advisors, LLC | 4,577 | $581.9K | 0.03% | −515−10.1% | Reduced |
| Insigneo Advisory Services, LLC | 4,485 | $570.2K | 0.06% | −578−11.4% | Reduced |
| Rhumbline Advisers | 4,484 | $570.0K | 0.00% | −1,428−24.2% | Reduced |
| Henshaw Capital LLC | 4,479 | $569.4K | 0.02% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 4,351 | $553.1K | 0.01% | +4,351 | New |
| Gillespie Robinson & Grimm Inc | 4,340 | $551.7K | 0.04% | −2,160−33.2% | Reduced |
| IHT Wealth Management, LLC | 4,330 | $550.5K | 0.02% | −3,616−45.5% | Reduced |
| Summit Trail Advisors, LLC | 4,324 | $549.7K | 0.02% | +394+10.0% | Added |
| Crux Wealth Advisors | 4,307 | $547.6K | 0.30% | +4,307 | New |
| Personal Cfo Solutions, LLC | 4,276 | $543.6K | 0.11% | +2,833+196.3% | Added |
| D.A. Davidson & Co. | 4,271 | $543.1K | 0.00% | +288+7.2% | Added |
| Rehmann Capital Advisory Group | 4,269 | $542.8K | 0.03% | +119+2.9% | Added |
| Essex Financial Services, Inc. | 4,261 | $541.7K | 0.04% | −241−5.4% | Reduced |
| Old National Bancorp | 4,255 | $540.9K | 0.01% | −173−3.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 4,248 | $540.0K | 0.00% | +8+0.2% | Added |
| Independence Bank of Kentucky | 4,243 | $539.4K | 0.08% | +3,523+489.3% | Added |
| Parsons Capital Management Inc | 4,223 | $536.9K | 0.03% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,137 | $525.0K | 0.15% | +294+7.7% | Added |
| China Universal Asset Management Co., Ltd. | 4,117 | $523.4K | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,098 | $521.0K | 0.01% | +29+0.7% | Added |
| Potomac Fund Management Inc | 4,075 | $518.1K | 0.03% | +4,075 | New |
| LRI Investments, LLC | 4,041 | $513.7K | 0.05% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,035 | $513.0K | 0.01% | −213−5.0% | Reduced |
| Quotient Wealth Partners, LLC | 4,032 | $512.6K | 0.02% | −567−12.3% | Reduced |
| Intrust Bank NA | 4,028 | $512.1K | 0.05% | +1,182+41.5% | Added |
| Ronald Blue Trust, Inc. | 4,003 | $508.9K | 0.01% | −854−17.6% | Reduced |
| Epacria Capital Partners, LLC | 3,989 | $507.1K | 0.43% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,977 | $505.6K | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,968 | $504.4K | 0.03% | +734+22.7% | Added |
| H&H Retirement Design & Management INC | 4,540 | $501.8K | 0.30% | −455−9.1% | Reduced |
| Columbia Asset Management | 3,923 | $498.7K | 0.10% | 00.0% | Unchanged |