Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 970 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ4 2024: $7.43B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2024.

Institutions holding DEO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Network Wealth Advisors LLC262$33.3K0.06%−267−50.5%Reduced
Pin Oak Investment Advisors Inc234$33.0K0.03%00.0%Unchanged
Measured Risk Portfolios, Inc.254$32.3K0.04%+254New
Country Trust Bank250$31.8K0.00%00.0%Unchanged
BNP Paribas250$31.8K0.00%+250New
Castleview Partners, LLC249$31.4K0.02%+249New
Eastern Bank241$30.6K0.00%+125+107.8%Added
Albion Financial Group241$30.6K0.00%+4+1.7%Added
Criterion Capital Advisors, LLC237$29.9K0.02%00.0%Unchanged
Financial Perspectives, Inc214$27.2K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc205$26.0K0.00%+1+0.5%Added
Pacifica Partners Inc.203$25.6K0.01%−100−33.0%Reduced
CoreFirst Bank & Trust200$25.4K0.02%−92−31.5%Reduced
WR Wealth Planners, LLC200$25.4K0.01%−75−27.3%Reduced
American National Bank200$25.4K0.00%−50−20.0%Reduced
Old Second National Bank of Aurora200$25.4K0.01%00.0%Unchanged
Thompson Investment Management, Inc.200$25.4K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC200$25.4K0.01%00.0%Unchanged
Orion Capital Management LLC200$25.4K0.01%+200New
WPG Advisers, LLC188$23.9K0.02%+188New
Walleye Capital LLC187$23.8K0.00%+187New
Fairscale Capital, LLC180$22.9K0.02%00.0%Unchanged
Versant Capital Management, Inc180$22.9K0.00%+180New
Tradewinds Capital Management, LLC175$22.2K0.01%00.0%Unchanged
Bell Investment Advisors, Inc175$22.2K0.00%+11+6.7%Added
Standard Family Office LLC174$22.1K0.03%−228−56.7%Reduced
Rosenberg Matthew Hamilton169$21.5K0.01%−601−78.1%Reduced
Hager Investment Management Services, LLC160$20.3K0.01%+160New
Beacon Capital Management, LLC150$19.1K0.00%−33−18.0%Reduced
Decker Retirement Planning Inc.150$19.1K0.01%+150New
First PREMIER Bank150$19.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.149$18.9K0.01%00.0%Unchanged
Bellevue Asset Management, LLC141$18.0K0.01%−18−11.3%Reduced
Boyd Watterson Asset Management LLC141$17.9K0.00%00.0%Unchanged
Synergy Financial Management, LLC125$17.5K0.00%+125New
Princeton Global Asset Management LLC137$17.4K0.00%+1+0.7%Added
Financial Management Professionals, Inc.135$17.2K0.00%+2+1.5%Added
Hilltop National Bank132$16.8K0.01%−11−7.7%Reduced
Raffa Wealth Management, LLC131$16.7K0.00%00.0%Unchanged
FSA Wealth Management LLC130$16.5K0.01%+100+333.3%Added
Twin Lakes Capital Management, LLC125$15.9K0.01%+2+1.6%Added
Hurley Capital, LLC130$15.8K0.01%+130New
Cary Street Partner Investment Advisory LLC124$15.8K0.01%−7,730−98.4%Reduced
Laurel Wealth Advisors LLC120$15.3K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC119$15.1K0.01%00.0%Unchanged
Adirondack Trust Co117$14.9K0.01%00.0%Unchanged
Bogart Wealth, LLC114$14.5K0.00%+30+35.7%Added
Pacific Center for Financial Services113$14.4K0.00%00.0%Unchanged
Winch Advisory Services, LLC113$14.4K0.00%+113New
HighMark Wealth Management LLC112$14.2K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO111$14.1K0.00%+50+82.0%Added
City Holding Co111$14.1K0.00%00.0%Unchanged
Silicon Valley Capital Partners110$14.0K0.00%+2+1.9%Added
Clark Wealth Partners107$13.6K0.01%+107New
AlphaMark Advisors, LLC100$13.0K0.01%00.0%Unchanged
Roxbury Financial LLC108$13.0K0.01%+108New
Paradigm Asset Management Co LLC100$12.7K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$12.7K0.01%00.0%Unchanged
SJS Investment Consulting Inc.100$12.7K0.00%00.0%Unchanged
PFS Partners, LLC100$12.7K0.01%00.0%Unchanged
Cetera Trust Company, N.A100$12.7K0.01%00.0%Unchanged
Advantage Trust Co100$12.7K0.01%00.0%Unchanged
Caitlin John, LLC100$12.7K0.01%00.0%Unchanged
New Wave Wealth Advisors LLC100$12.7K0.01%+100New
Guardian Wealth Management, Inc.99$12.6K0.01%−119−54.6%Reduced
Solstein Capital, LLC99$12.6K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC97$12.3K0.00%+1+1.0%Added
Nordwand Advisors, LLC95$12.1K0.00%00.0%Unchanged
Consultiva Wealth Management, Corp.90$11.4K0.06%+90New
MPWM Advisory Solutions, LLC88$11.2K0.01%+88New
Macquarie Group Ltd87$11.0K0.00%+87New
Flagship Wealth Advisors, LLC86$10.9K0.01%+86New
Prestige Wealth Management Group LLC85$10.8K0.00%00.0%Unchanged
Ridgewood Investments LLC84$10.7K0.01%−10−10.6%Reduced
Frazier Financial Advisors, LLC84$10.6K0.01%00.0%Unchanged
Johnson Financial Group, Inc.87$10.4K0.00%+51+141.7%Added
Hemington Wealth Management85$10.0K0.00%−1−1.2%Reduced
Ninety One UK Ltd77$9.79K0.00%00.0%Unchanged
Sachetta, LLC76$9.66K0.00%−58−43.3%Reduced
Archer Investment Corp75$9.54K0.00%00.0%Unchanged
North Star Investment Management Corp.74$9.41K0.00%−9−10.8%Reduced
GW&K Investment Management, LLC73$9.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners77$9.00K0.00%+1+1.3%Added
West Oak Capital, LLC70$8.90K0.00%00.0%Unchanged
UMA Financial Services, Inc.70$8.90K0.00%+70New
Kiely Wealth Advisory Group, Inc.82$8.89K0.01%00.0%Unchanged
Retirement Wealth Solutions LLC75$8.88K0.01%+75New
Crowley Wealth Management, Inc.65$8.26K0.01%+65New
Mather Group, LLC.64$8.07K0.00%−25−28.1%Reduced
Close Asset Management Ltd65$8.00K0.00%00.0%Unchanged
Northwest Bank & Trust Co66$7.88K0.01%00.0%Unchanged
Transce3nd, LLC61$7.76K0.00%+61New
Gleason Group, Inc.61$7.74K0.00%+1+1.7%Added
Minot DeBlois Advisors LLC60$7.63K0.01%+60New
1620 Investment Advisors, Inc.58$7.33K0.01%−138−70.4%Reduced
Oliver Lagore Vanvalin Investment Group53$6.74K0.00%00.0%Unchanged
Oarsman Capital, Inc.50$6.36K0.00%00.0%Unchanged
Activest Wealth Management50$6.36K0.00%+50New
Pension & Wealth Management Advisors, Inc.50$6.36K0.00%+50New
GPS Wealth Strategies Group, LLC49$6.23K0.00%−200−80.3%Reduced