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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 2,558 | $325.2K | 0.03% | +2,558 | New |
| Cable Hill Partners, LLC | 2,556 | $324.9K | 0.03% | −555−17.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,550 | $324.2K | 0.33% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,539 | $322.8K | 0.01% | +10+0.4% | Added |
| Brookstone Capital Management | 2,536 | $322.4K | 0.00% | +81+3.3% | Added |
| Venturi Wealth Management, LLC | 2,493 | $316.9K | 0.02% | +2,279+1,065.0% | Added |
| Ieq Capital, LLC | 2,475 | $314.7K | 0.00% | +226+10.0% | Added |
| Beaumont Financial Advisors, LLC | 2,440 | $310.2K | 0.02% | −11−0.4% | Reduced |
| Cullen Investment Group, Ltd. | 2,432 | $309.2K | 0.05% | −124−4.9% | Reduced |
| Regatta Capital Group, LLC | 2,425 | $308.2K | 0.06% | −40−1.6% | Reduced |
| Baxter Bros Inc | 2,413 | $306.8K | 0.04% | −1,787−42.5% | Reduced |
| Silvercrest Asset Management Group LLC | 2,411 | $306.5K | 0.00% | +60+2.6% | Added |
| Dillon & Associates Inc | 2,407 | $306.0K | 0.04% | −210−8.0% | Reduced |
| Principal Street Partners, LLC | 2,394 | $304.3K | 0.06% | −2,450−50.6% | Reduced |
| Fortitude Family Office, LLC | 2,390 | $303.8K | 0.11% | −1,181−33.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,367 | $300.9K | 0.05% | −1,044−30.6% | Reduced |
| Gallacher Capital Management LLC | 2,362 | $300.2K | 0.15% | −3−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 2,359 | $300.0K | 0.01% | −149−5.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,356 | $299.5K | 0.02% | +71+3.1% | Added |
| Hancock Whitney Corp | 2,354 | $299.3K | 0.01% | −175−6.9% | Reduced |
| Zuckerman Investment Group, LLC | 2,555 | $298.8K | 0.03% | −38−1.5% | Reduced |
| Regions Financial Corp | 2,338 | $297.2K | 0.00% | +508+27.8% | Added |
| Cyndeo Wealth Partners, LLC | 2,319 | $294.8K | 0.02% | −104−4.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,300 | $292.3K | 0.07% | −3,342−59.2% | Reduced |
| Pitcairn Co | 2,290 | $291.1K | 0.02% | −343−13.0% | Reduced |
| One Wealth Advisors, LLC | 2,284 | $290.4K | 0.04% | −13−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,263 | $287.7K | 0.02% | −1,984−46.7% | Reduced |
| Sanders Morris Harris LLC | 2,263 | $287.2K | 0.04% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 2,252 | $286.3K | 0.19% | +52+2.4% | Added |
| Flputnam Investment Management Co | 2,245 | $285.4K | 0.01% | −252−10.1% | Reduced |
| Union Bancaire Privee, UBP SA | 2,421 | $285.1K | 0.01% | +2,421 | New |
| Hardman Johnston Global Advisors LLC | 2,200 | $279.7K | 0.01% | −900−29.0% | Reduced |
| Continuum Advisory, LLC | 2,182 | $277.4K | 0.04% | +93+4.5% | Added |
| Capital Investment Advisory Services, LLC | 2,179 | $277.0K | 0.03% | −115−5.0% | Reduced |
| Lido Advisors, LLC | 2,154 | $273.9K | 0.00% | −1,484−40.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,142 | $272.3K | 0.11% | −777−26.6% | Reduced |
| Park Place Capital Corp | 2,127 | $270.4K | 0.08% | −508−19.3% | Reduced |
| Bessemer Group Inc | 2,125 | $270.0K | 0.00% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 2,113 | $268.6K | 0.21% | +2,113 | New |
| Clearstead Advisors, LLC | 2,112 | $268.5K | 0.00% | −1,658−44.0% | Reduced |
| Kennon-Green & Company, LLC | 2,107 | $267.9K | 0.23% | +235+12.6% | Added |
| Keel Point, LLC | 2,097 | $266.6K | 0.02% | +323+18.2% | Added |
| Icon Wealth Advisors, LLC | 2,094 | $266.2K | 0.02% | +312+17.5% | Added |
| ProVise Management Group, LLC | 2,077 | $264.0K | 0.02% | −210−9.2% | Reduced |
| Roberts Glore & Co Inc | 2,067 | $262.8K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,218 | $260.3K | 0.01% | +405+22.3% | Added |
| Great Valley Advisor Group, Inc. | 2,045 | $259.6K | 0.01% | +461+29.1% | Added |
| ICONIQ Capital, LLC | 2,018 | $256.5K | 0.00% | +2,018 | New |
| Laraway Financial Inc | 2,017 | $256.4K | 0.20% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 2,008 | $255.3K | 0.05% | +2,008 | New |
| Merit Financial Group, LLC | 2,000 | $254.2K | 0.00% | +116+6.2% | Added |
| Maxi Investments CY Ltd | 2,000 | $254.0K | 0.05% | +2,000 | New |
| Shelton Capital Management | 1,990 | $253.0K | 0.01% | 00.0% | Unchanged |
| Advocate Group LLC | 1,987 | $252.6K | 0.05% | −250−11.2% | Reduced |
| Adalta Capital Management LLC | 1,980 | $251.7K | 0.13% | −1,390−41.2% | Reduced |
| Integrated Advisors Network LLC | 1,976 | $251.2K | 0.01% | −321−14.0% | Reduced |
| Delta Investment Management, LLC | 1,967 | $250.1K | 0.05% | +1,967 | New |
| 44 Wealth Management LLC | 1,965 | $249.8K | 0.10% | −603−23.5% | Reduced |
| Farringdon Capital, Ltd. | 1,961 | $249.3K | 0.10% | +1,961 | New |
| Formidable Asset Management, LLC | 1,957 | $248.8K | 0.04% | −644−24.8% | Reduced |
| Schrum Private Wealth Management LLC | 1,946 | $247.4K | 0.21% | −1,546−44.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,923 | $244.5K | 0.01% | +445+30.1% | Added |
| Chicago Partners Investment Group LLC | 1,948 | $244.4K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,916 | $243.6K | 0.02% | −196−9.3% | Reduced |
| Fiduciary Financial Group, LLC | 2,033 | $240.4K | 0.05% | +2,033 | New |
| Frank, Rimerman Advisors LLC | 1,890 | $240.3K | 0.02% | +1,890 | New |
| DMG Group, LLC | 1,885 | $239.6K | 0.19% | +176+10.3% | Added |
| MJP Associates Inc | 1,870 | $237.7K | 0.04% | −681−26.7% | Reduced |
| Aptus Capital Advisors, LLC | 1,867 | $237.4K | 0.00% | +95+5.4% | Added |
| NTV Asset Management LLC | 1,867 | $237.4K | 0.03% | −341−15.4% | Reduced |
| Savant Capital, LLC | 1,864 | $237.0K | 0.00% | +88+5.0% | Added |
| Diversified Trust Co | 1,855 | $235.8K | 0.01% | +98+5.6% | Added |
| Wrapmanager Inc | 1,827 | $232.3K | 0.06% | −838−31.4% | Reduced |
| Atlas Wealth Partners, LLC | 1,825 | $232.0K | 0.29% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,824 | $231.1K | 0.02% | +1,031+130.0% | Added |
| LGL Partners, LLC | 1,816 | $230.9K | 0.03% | −216−10.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,809 | $230.0K | 0.07% | +13+0.7% | Added |
| Foster Victor Wealth Advisors, LLC | 1,929 | $229.1K | 0.02% | +33+1.7% | Added |
| EP Wealth Advisors, LLC | 1,799 | $228.7K | 0.00% | −747−29.3% | Reduced |
| Wedbush Securities Inc | 1,790 | $228.0K | 0.01% | −38−2.1% | Reduced |
| 180 Wealth Advisors, LLC | 1,790 | $227.6K | 0.04% | −107−5.6% | Reduced |
| Tranquilli Financial Advisor LLC | 1,786 | $227.1K | 0.14% | +32+1.8% | Added |
| LMCG Investments, LLC | 1,774 | $225.5K | 0.01% | −3,033−63.1% | Reduced |
| MONECO Advisors, LLC | 1,769 | $224.9K | 0.02% | +1,769 | New |
| Probity Advisors, Inc. | 1,745 | $221.8K | 0.04% | −560−24.3% | Reduced |
| Financial Counselors Inc | 1,720 | $218.7K | 0.00% | −1,259−42.3% | Reduced |
| Jeppson Wealth Management, LLC | 1,716 | $218.2K | 0.08% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,714 | $217.9K | 0.15% | −449−20.8% | Reduced |
| Seeds Investor LLC | 1,705 | $216.8K | 0.06% | +1,705 | New |
| Atlas Capital Advisors LLC | 1,700 | $216.1K | 0.03% | +1,700 | New |
| Carnegie Capital Asset Management, LLC | 1,688 | $214.6K | 0.01% | −391−18.8% | Reduced |
| Meeder Advisory Services, Inc. | 1,683 | $214.0K | 0.01% | +1,683 | New |
| Kathmere Capital Management, LLC | 1,683 | $214.0K | 0.02% | +1,683 | New |
| Sunpointe, LLC | 1,681 | $213.7K | 0.11% | −5−0.3% | Reduced |
| Good Life Advisors, LLC | 1,675 | $212.9K | 0.02% | −627−27.2% | Reduced |
| Virtue Capital Management, LLC | 1,669 | $212.2K | 0.04% | +41+2.5% | Added |
| Pictet North America Advisors SA | 1,653 | $210.1K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,653 | $210.1K | 0.12% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,652 | $210.1K | 0.01% | −280−14.5% | Reduced |
| RDA Financial Network | 1,652 | $210.0K | 0.06% | −182−9.9% | Reduced |