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 |
|---|---|---|---|---|---|
| Carnegie Lake Advisors LLC | 3,900 | $496.0K | 0.20% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,891 | $494.6K | 0.02% | +1,029+36.0% | Added |
| Stonegate Investment Group, LLC | 3,868 | $491.7K | 0.01% | +250+6.9% | Added |
| Pacitti Group Inc. | 3,862 | $490.9K | 0.23% | +166+4.5% | Added |
| Sunbelt Securities, Inc. | 3,863 | $489.4K | 0.04% | +908+30.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,361 | $486.1K | 0.18% | −1,159−21.0% | Reduced |
| Grimes & Company, Inc. | 3,823 | $486.0K | 0.01% | +162+4.4% | Added |
| Mitchell Sinkler & Starr | 3,820 | $485.6K | 0.13% | −1,085−22.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,815 | $485.0K | 0.20% | −130−3.3% | Reduced |
| SBI Securities Co., Ltd. | 3,814 | $484.9K | 0.01% | +3,814 | New |
| Tiaa Trust, National Association | 3,810 | $484.4K | 0.00% | +302+8.6% | Added |
| Cohen Investment Advisors LLC | 3,809 | $484.2K | 0.29% | +120+3.3% | Added |
| Asset Management One Co.,Ltd. | 3,810 | $483.6K | 0.00% | −210−5.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,785 | $481.2K | 0.01% | 00.0% | Unchanged |
| Wynn Capital, LLC | 3,777 | $480.2K | 0.30% | +375+11.0% | Added |
| Baker Tilly Wealth Management, LLC | 3,738 | $475.3K | 0.19% | −93−2.4% | Reduced |
| DecisionMap Wealth Management, LLC | 3,738 | $475.2K | 0.38% | +3,738 | New |
| Sequoia Financial Advisors, LLC | 3,735 | $474.9K | 0.00% | +103+2.8% | Added |
| Sather Financial Group Inc | 3,729 | $474.1K | 0.03% | −311−7.7% | Reduced |
| Affiance Financial, LLC | 3,702 | $470.7K | 0.11% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,641 | $462.9K | 0.16% | +476+15.0% | Added |
| FRG Family Wealth Advisors LLC | 3,635 | $462.1K | 0.08% | −310−7.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,610 | $459.0K | 0.15% | −165−4.4% | Reduced |
| Wilkins Investment Counsel Inc | 3,610 | $458.9K | 0.07% | −100−2.7% | Reduced |
| Twelve Points Wealth Management LLC | 3,560 | $452.6K | 0.13% | −358−9.1% | Reduced |
| Spire Wealth Management | 3,545 | $450.7K | 0.01% | +1,402+65.4% | Added |
| Lindbrook Capital, LLC | 3,541 | $450.2K | 0.04% | +6+0.2% | Added |
| First National Trust Co | 3,509 | $446.1K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,507 | $445.9K | 0.18% | +387+12.4% | Added |
| Boston Private Wealth LLC | 3,498 | $444.7K | 0.01% | +3,498 | New |
| Northwest & Ethical Investments L.P. | 3,484 | $442.9K | 0.01% | −295−7.8% | Reduced |
| Private Trust Co NA | 3,434 | $436.5K | 0.04% | +160+4.9% | Added |
| Coerente Capital Management | 3,415 | $434.1K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Group | 3,400 | $432.2K | 0.05% | −98−2.8% | Reduced |
| Auxano Advisors, LLC | 3,390 | $431.0K | 0.11% | −944−21.8% | Reduced |
| Alliance Wealth Advisors, LLC | 3,383 | $430.1K | 0.11% | +86+2.6% | Added |
| Arlington Partners LLC | 3,356 | $426.6K | 0.17% | −27,776−89.2% | Reduced |
| Callan Family Office, LLC | 3,347 | $425.5K | 0.03% | +3,347 | New |
| First Nebraska Trust Co | 3,341 | $424.7K | 0.04% | −102−3.0% | Reduced |
| HighPoint Advisor Group LLC | 3,901 | $421.8K | 0.02% | +564+16.9% | Added |
| Atlantic Union Bankshares Corp | 3,265 | $415.1K | 0.02% | −6,853−67.7% | Reduced |
| Hickory Asset Management, Inc. | 3,257 | $414.0K | 0.35% | +3,257 | New |
| Murphy Pohlad Asset Management LLC | 3,247 | $412.8K | 0.18% | +295+10.0% | Added |
| GAMMA Investing LLC | 3,244 | $412.3K | 0.04% | −143−4.2% | Reduced |
| Aaron Wealth Advisors | 3,235 | $411.3K | 0.05% | +378+13.2% | Added |
| DRW Securities, LLC | 3,224 | $409.9K | 0.03% | −11,552−78.2% | Reduced |
| PAX Financial Group, LLC | 3,222 | $409.6K | 0.07% | −226−6.6% | Reduced |
| Monticello Wealth Management, LLC | 3,219 | $409.2K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,218 | $409.1K | 0.01% | −551−14.6% | Reduced |
| Greenleaf Trust | 3,208 | $407.8K | 0.00% | −6,342−66.4% | Reduced |
| WS Portfolio Advisory, LLC | 3,200 | $406.8K | 1.66% | +3,200 | New |
| Lakeshore Capital Group, Inc. | 3,162 | $402.0K | 0.61% | +3,162 | New |
| Profund Advisors LLC | 3,160 | $401.7K | 0.01% | −221−6.5% | Reduced |
| Welch & Forbes LLC | 3,155 | $401.0K | 0.01% | −391−11.0% | Reduced |
| Financial Advocates Investment Management | 3,154 | $401.0K | 0.02% | +121+4.0% | Added |
| Texas Yale Capital Corp. | 3,150 | $400.5K | 0.02% | −500−13.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 3,140 | $399.0K | 0.29% | +325+11.5% | Added |
| Keudell/Morrison Wealth Management | 3,116 | $396.2K | 0.10% | +463+17.5% | Added |
| Malaga Cove Capital, LLC | 3,101 | $394.2K | 0.15% | +100+3.3% | Added |
| Cullinan Associates Inc | 3,100 | $394.1K | 0.03% | −1,200−27.9% | Reduced |
| CWM, LLC | 3,084 | $392.0K | 0.00% | −548−15.1% | Reduced |
| Bard Financial Services, Inc. | 3,075 | $390.9K | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,042 | $386.7K | 0.00% | +1,016+50.1% | Added |
| Glenview Trust Co | 3,042 | $386.7K | 0.01% | −390−11.4% | Reduced |
| Agf Management Ltd | 3,041 | $386.6K | 0.00% | −294,633−99.0% | Reduced |
| Banco de Sabadell, S.A | 3,054 | $386.0K | 0.30% | −117−3.7% | Reduced |
| Vident Advisory, LLC | 3,010 | $382.7K | 0.01% | −486−13.9% | Reduced |
| Alhambra Investment Partners LLC | 3,005 | $382.0K | 0.20% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,999 | $381.3K | 0.09% | −252−7.8% | Reduced |
| Dynamic Advisor Solutions LLC | 2,973 | $378.0K | 0.02% | −1,137−27.7% | Reduced |
| Legacy Financial Advisors, Inc. | 2,938 | $373.6K | 0.06% | +829+39.3% | Added |
| Bank of Hawaii | 2,918 | $371.0K | 0.02% | +32+1.1% | Added |
| Sagespring Wealth Partners, LLC | 2,913 | $370.3K | 0.01% | +2,913 | New |
| Crawford Investment Counsel Inc | 2,862 | $363.9K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,862 | $361.0K | 0.00% | +539+23.2% | Added |
| Caldwell Trust Co | 2,835 | $360.4K | 0.04% | −555−16.4% | Reduced |
| Vision Financial Markets LLC | 2,815 | $357.9K | 0.39% | +2,815 | New |
| AQR Capital Management LLC | 2,809 | $357.1K | 0.00% | +936+50.0% | Added |
| Inlet Private Wealth, LLC | 2,791 | $354.8K | 0.09% | +424+17.9% | Added |
| Cresset Asset Management, LLC | 2,790 | $354.7K | 0.00% | −28,980−91.2% | Reduced |
| Johnson Investment Counsel Inc | 2,782 | $353.7K | 0.00% | −101−3.5% | Reduced |
| Fca Corp | 2,800 | $353.0K | 0.11% | 00.0% | Unchanged |
| Summitry LLC | 2,776 | $352.9K | 0.02% | −100−3.5% | Reduced |
| Ellevest, Inc. | 2,769 | $352.0K | 0.02% | −1,025−27.0% | Reduced |
| Legacy Capital Group California, Inc. | 2,736 | $347.8K | 0.11% | +271+11.0% | Added |
| PFG Investments, LLC | 2,728 | $346.8K | 0.02% | −422−13.4% | Reduced |
| O'Brien Greene & Co. Inc | 2,723 | $346.2K | 0.11% | +29+1.1% | Added |
| Fiduciary Group LLC | 2,720 | $345.8K | 0.03% | −170−5.9% | Reduced |
| Howland Capital Management LLC | 2,709 | $344.4K | 0.02% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 2,701 | $343.4K | 0.34% | +2,701 | New |
| Heritage Wealth Management, Inc. | 2,700 | $343.3K | 0.11% | 00.0% | Unchanged |
| Global View Capital Management LLC | 2,699 | $340.4K | 0.12% | +2,699 | New |
| Nicholas Hoffman & Company, LLC. | 2,641 | $335.7K | 0.01% | +231+9.6% | Added |
| Essex Savings Bank | 2,609 | $331.7K | 0.08% | +213+8.9% | Added |
| Buckingham Strategic Partners | 2,607 | $331.4K | 0.01% | −353−11.9% | Reduced |
| Thrivent Financial for Lutherans | 2,744 | $331.0K | 0.00% | +885+47.6% | Added |
| Farmers & Merchants Investments Inc | 2,602 | $330.8K | 0.01% | +60+2.4% | Added |
| Barclays PLC | 2,599 | $330.4K | 0.00% | +2,452+1,668.0% | Added |
| Roundview Capital LLC | 2,592 | $329.5K | 0.02% | −5,895−69.5% | Reduced |
| Erste Asset Management GmbH | 62,637 | $326.5K | 0.00% | +10,400+19.9% | Added |