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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 1,648 | $209.5K | 0.02% | −47−2.8% | Reduced |
| Proficio Capital Partners LLC | 1,648 | $209.5K | 0.02% | −4,954−75.0% | Reduced |
| Bank of Nova Scotia Trust Co | 1,646 | $209.3K | 0.02% | −150−8.4% | Reduced |
| BSW Wealth Partners | 1,627 | $206.8K | 0.03% | −239−12.8% | Reduced |
| Resonant Capital Advisors, LLC | 1,624 | $206.5K | 0.02% | +107+7.1% | Added |
| King Luther Capital Management Corp | 1,617 | $205.6K | 0.00% | +1,617 | New |
| Valmark Advisers, Inc. | 1,610 | $204.7K | 0.00% | −14−0.9% | Reduced |
| Roman Butler Fullerton & Co | 1,624 | $204.1K | 0.06% | −46−2.8% | Reduced |
| Sage Rhino Capital LLC | 1,605 | $204.0K | 0.04% | −77−4.6% | Reduced |
| TT Capital Management LLC | 1,678 | $202.8K | 0.16% | +1,678 | New |
| Mesirow Financial Investment Management, Inc. | 1,589 | $202.0K | 0.00% | −939−37.1% | Reduced |
| Brighton Jones LLC | 1,588 | $201.8K | 0.01% | +1,588 | New |
| Hara Capital LLC | 1,585 | $201.5K | 0.13% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,579 | $200.7K | 0.01% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 1,575 | $200.2K | 0.07% | −2−0.1% | Reduced |
| Capital Analysts, LLC | 1,543 | $196.0K | 0.01% | +448+40.9% | Added |
| Harbour Investments, Inc. | 1,528 | $194.2K | 0.01% | +57+3.9% | Added |
| Anchor Investment Management, LLC | 1,425 | $181.2K | 0.02% | −108−7.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,403 | $178.4K | 0.01% | −16−1.1% | Reduced |
| Tacita Capital Inc | 1,350 | $171.6K | 0.12% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,345 | $171.0K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,286 | $163.5K | 0.09% | +102+8.6% | Added |
| IFP Advisors, Inc | 1,238 | $157.4K | 0.01% | +370+42.6% | Added |
| Allworth Financial LP | 1,324 | $155.8K | 0.00% | −103−7.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,208 | $151.8K | 0.00% | −705−36.9% | Reduced |
| Webster Bank, N. A. | 1,141 | $145.1K | 0.02% | −50−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,137 | $144.5K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,127 | $143.3K | 0.07% | −150−11.7% | Reduced |
| Parkside Financial Bank & Trust | 1,111 | $141.2K | 0.02% | −323−22.5% | Reduced |
| CVA Family Office, LLC | 1,108 | $140.9K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,103 | $140.2K | 0.01% | −28−2.5% | Reduced |
| Tucker Asset Management LLC | 1,058 | $134.5K | 0.01% | −142−11.8% | Reduced |
| Pinnacle Bancorp, Inc. | 1,038 | $132.0K | 0.04% | +146+16.4% | Added |
| Walleye Trading LLC | 1,008 | $128.1K | 0.00% | −2,112−67.7% | Reduced |
| Credit Agricole S A | 1,000 | $127.1K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,000 | $127.1K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 987 | $125.5K | 0.02% | +987 | New |
| Hexagon Capital Partners LLC | 985 | $125.2K | 0.02% | +336+51.8% | Added |
| Elgethun Capital Management | 935 | $118.8K | 0.03% | +15+1.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 929 | $118.1K | 0.05% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 921 | $117.1K | 0.06% | −285−23.6% | Reduced |
| Family Capital Trust Co | 900 | $114.4K | 0.04% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 892 | $113.4K | 0.09% | +892 | New |
| Headlands Technologies LLC | 879 | $111.7K | 0.01% | +879 | New |
| VSM Wealth Advisory, LLC | 781 | $99.3K | 0.04% | +781 | New |
| Hopwood Financial Services, Inc. | 776 | $98.7K | 0.07% | +776 | New |
| Proequities, Inc. | 833 | $98.0K | 0.01% | −268−24.3% | Reduced |
| Chilton Capital Management LLC | 758 | $96.4K | 0.00% | +188+33.0% | Added |
| Accredited Wealth Management, LLC | 728 | $92.6K | 0.08% | +728 | New |
| Rothschild Investment LLC | 725 | $92.2K | 0.01% | −36−4.7% | Reduced |
| Washington Trust Co | 667 | $84.8K | 0.00% | −42−5.9% | Reduced |
| GHP Investment Advisors, Inc. | 657 | $83.5K | 0.00% | −160−19.6% | Reduced |
| Kentucky Trust Co | 650 | $82.6K | 0.05% | +650 | New |
| SOA Wealth Advisors, LLC. | 622 | $79.1K | 0.01% | +11+1.8% | Added |
| Trifecta Capital Advisors, LLC | 600 | $76.3K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 595 | $75.7K | 0.05% | −21−3.4% | Reduced |
| S.A. Mason LLC | 575 | $73.1K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 570 | $72.5K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 558 | $70.9K | 0.02% | +158+39.5% | Added |
| Stonebridge Financial Group, LLC | 558 | $70.9K | 0.01% | +558 | New |
| Larson Financial Group LLC | 520 | $66.1K | 0.00% | −84−13.9% | Reduced |
| Provenance Wealth Advisors, LLC | 510 | $64.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $63.6K | 0.01% | −24−4.6% | Reduced |
| Atlantic Trust, LLC | 500 | $63.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 496 | $63.0K | 0.00% | −54−9.8% | Reduced |
| Addison Advisors LLC | 486 | $61.8K | 0.02% | +80+19.7% | Added |
| Greenline Partners, LLC | 483 | $61.4K | 0.01% | +483 | New |
| Morse Asset Management, Inc | 475 | $60.4K | 0.01% | −200−29.6% | Reduced |
| Hall Laurie J Trustee | 460 | $58.0K | 0.02% | −137−22.9% | Reduced |
| NBT Bank N A | 450 | $57.2K | 0.00% | −48−9.6% | Reduced |
| Salem Investment Counselors Inc | 448 | $57.0K | 0.00% | −63−12.3% | Reduced |
| Umb Bank N A | 442 | $56.2K | 0.00% | −959−68.5% | Reduced |
| First Command Advisory Services, Inc. | 441 | $56.1K | 0.00% | −94−17.6% | Reduced |
| High Note Wealth, LLC | 439 | $55.8K | 0.01% | +439 | New |
| Millstone Evans Group, LLC | 435 | $55.3K | 0.04% | +435 | New |
| JFS Wealth Advisors, LLC | 413 | $52.5K | 0.00% | −50−10.8% | Reduced |
| Whipplewood Advisors, LLC | 401 | $51.0K | 0.03% | +401 | New |
| LFA - Lugano Financial Advisors SA | 400 | $50.9K | 0.03% | −300−42.9% | Reduced |
| Salomon & Ludwin, LLC | 400 | $50.9K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 400 | $50.9K | 0.01% | +400 | New |
| Piscataqua Savings Bank | 398 | $50.6K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 388 | $49.3K | 0.02% | +2+0.5% | Added |
| Skopos Labs, Inc. | 384 | $48.8K | 0.01% | +207+116.9% | Added |
| Group One Trading, L.P. | 383 | $48.7K | 0.00% | +383 | New |
| Smithfield Trust Co | 364 | $47.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 365 | $46.4K | 0.04% | −30−7.6% | Reduced |
| Compagnie Lombard Odier SCmA | 350 | $44.5K | 0.00% | −27−7.2% | Reduced |
| Accent Capital Management, LLC | 347 | $44.1K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 325 | $41.3K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 320 | $40.7K | 0.00% | +320 | New |
| Oakworth Capital, Inc. | 308 | $39.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 302 | $38.4K | 0.03% | +3+1.0% | Added |
| Medallion Wealth Advisors, LLC | 340 | $38.2K | 0.02% | +340 | New |
| ESL Trust Services, LLC | 300 | $38.1K | 0.01% | +300 | New |
| St Germain D J Co Inc | 285 | $36.2K | 0.00% | −1,000−77.8% | Reduced |
| McIlrath & Eck, LLC | 285 | $36.2K | 0.00% | −78−21.5% | Reduced |
| Kestra Investment Management, LLC | 284 | $36.2K | 0.00% | +284 | New |
| Modus Advisors, LLC | 279 | $35.5K | 0.01% | +279 | New |
| Concord Wealth Partners | 273 | $34.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 269 | $34.2K | 0.01% | 00.0% | Unchanged |