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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, Q1 2025

Institutional positions in Diageo PLC as of Mar 31, 2025. 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
891
−60 vs. Q4 2024
Shares held
55.3M
−9.20M (−14.3%) vs. Q4 2024
Total value
$5.79B
−$1.63B (−21.9%) vs. Q4 2024
New holders
85
281 more added
Sold out
145
349 more reduced

19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 891 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 heldQ1 2025: $5.79B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2024.

Institutions holding DEO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Valued Wealth Advisors LLC0$130.00%−15−100.0%Reduced
Aventura Private Wealth, LLC1$1050.00%00.0%Unchanged
Nova Wealth Management, Inc.2$2100.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$4100.00%−6−60.0%Reduced
Sound Income Strategies, LLC4$4190.00%00.0%Unchanged
Quent Capital, LLC4$4190.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.5$5240.00%00.0%Unchanged
Bare Financial Services, Inc5$5240.00%+5New
Abound Wealth Management6$6290.00%−2−25.0%Reduced
Quest 10 Wealth Builders, Inc.6$6290.00%00.0%Unchanged
Wiser Advisor Group LLC6$6580.00%−8−57.1%Reduced
POM Investment Strategies, LLC8$8380.00%00.0%Unchanged
North Capital, Inc.8$8380.00%+8New
Main Street Group, LTD10$8760.00%+10New
Bayforest Capital Ltd9$9430.00%+9New
Provenance Wealth Advisors, LLC10$1.05K0.00%−500−98.0%Reduced
UMA Financial Services, Inc.10$1.05K0.00%−60−85.7%Reduced
TD Capital Management LLC10$1.05K0.00%00.0%Unchanged
Nemes Rush Group LLC10$1.05K0.00%00.0%Unchanged
Dunhill Financial, LLC11$1.15K0.00%00.0%Unchanged
Global Financial Private Client, LLC13$1.36K0.00%00.0%Unchanged
WealthCollab, LLC14$1.47K0.00%+14New
IMG Wealth Management, Inc.15$1.57K0.00%00.0%Unchanged
Midwest Capital Advisors, LLC16$1.65K0.00%00.0%Unchanged
Pinney & Scofield, Inc.16$1.68K0.00%00.0%Unchanged
Copia Wealth Management16$1.68K0.00%00.0%Unchanged
Global Trust Asset Management, LLC18$1.83K0.00%−23−56.1%Reduced
N.E.W. Advisory Services LLC18$1.89K0.00%+18New
Fairman Group, LLC16$2.03K0.00%00.0%Unchanged
Eukles Asset Management20$2.10K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.21$2.20K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC21$2.24K0.00%00.0%Unchanged
Copeland Capital Management, LLC22$2.31K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.23$2.41K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.23$2.41K0.00%+23New
Hughes Financial Services, LLC24$2.51K0.00%+24New
Halbert Hargrove Global Advisors, LLC24$2.52K0.00%+24New
Slocum, Gordon & Co LLP25$2.62K0.00%00.0%Unchanged
Proathlete Wealth Management LLC25$2.62K0.00%+25New
Tidemark, LLC25$2.62K0.00%00.0%Unchanged
Atala Financial Inc25$2.62K0.00%00.0%Unchanged
MCF Advisors LLC25$2.66K0.00%00.0%Unchanged
Rakuten Securities, Inc.28$2.93K0.00%+5+21.7%Added
TSFG, LLC30$3.00K0.00%00.0%Unchanged
Key Financial Inc30$3.14K0.00%00.0%Unchanged
IAG Wealth Partners, LLC30$3.14K0.00%00.0%Unchanged
Anderson Financial Strategies, LLC31$3.25K0.00%+31New
Robinswood Financial LLC33$3.52K0.00%00.0%Unchanged
Anfield Capital Management, LLC34$3.56K0.00%00.0%Unchanged
Centricity Wealth Management, LLC34$3.56K0.00%00.0%Unchanged
Manchester Capital Management LLC36$3.77K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.37$3.88K0.00%00.0%Unchanged
Godsey & Gibb Associates39$4.09K0.00%00.0%Unchanged
Highline Wealth Partners LLC39$4.09K0.00%+23+143.8%Added
Plante Moran Financial Advisors, LLC41$4.30K0.00%00.0%Unchanged
West Financial Advisors, LLC41$4.30K0.00%00.0%Unchanged
Kozak & Associates, Inc.39$4.31K0.00%00.0%Unchanged
Pacifica Partners Inc.40$4.32K0.00%−163−80.3%Reduced
Cornerstone Planning Group LLC39$4.33K0.00%−5−11.4%Reduced
SWAN Capital LLC43$4.51K0.00%00.0%Unchanged
Flaharty Asset Management, LLC43$4.51K0.00%+43New
Gold Investment Management Ltd.46$4.82K0.00%−2−4.2%Reduced
Prestige Wealth Management Group LLC45$4.85K0.00%−40−47.1%Reduced
Pflug Koory, LLC47$4.92K0.00%00.0%Unchanged
Mascoma Wealth Management LLC48$5.03K0.00%00.0%Unchanged
North Star Investment Management Corp.50$5.24K0.00%−24−32.4%Reduced
GPS Wealth Strategies Group, LLC51$5.34K0.00%+2+4.1%Added
1620 Investment Advisors, Inc.58$6.04K0.00%00.0%Unchanged
Johnson Financial Group, Inc.57$6.07K0.00%−30−34.5%Reduced
Minot DeBlois Advisors LLC60$6.29K0.01%00.0%Unchanged
NewSquare Capital LLC60$6.29K0.00%+23+62.2%Added
Gleason Group, Inc.61$6.38K0.00%00.0%Unchanged
Transce3nd, LLC61$6.39K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO62$6.50K0.00%−49−44.1%Reduced
Investors Research Corp63$6.60K0.00%+56+800.0%Added
Crowley Wealth Management, Inc.65$6.81K0.01%00.0%Unchanged
Wolff Wiese Magana LLC65$6.81K0.00%+65New
Close Asset Management Ltd65$7.00K0.00%00.0%Unchanged
Solstein Capital, LLC69$7.23K0.00%−30−30.3%Reduced
Tower Trust & Investment Co66$7.39K0.01%+66New
Archer Investment Corp75$7.86K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC75$7.87K0.01%00.0%Unchanged
Kestra Investment Management, LLC76$7.96K0.00%−208−73.2%Reduced
Hemington Wealth Management83$8.00K0.00%−2−2.4%Reduced
GW&K Investment Management, LLC73$8.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners77$8.00K0.00%00.0%Unchanged
Ninety One UK Ltd77$8.07K0.00%00.0%Unchanged
Sachetta, LLC76$8.09K0.00%00.0%Unchanged
Mather Group, LLC.78$8.21K0.00%+14+21.9%Added
Frazier Financial Advisors, LLC84$8.80K0.01%00.0%Unchanged
St Germain D J Co Inc85$8.91K0.00%−200−70.2%Reduced
Arrowpoint Investment Partners (Singapore) Pte. Ltd.85$8.91K0.00%+85New
Flagship Wealth Advisors, LLC86$9.01K0.00%00.0%Unchanged
Stone House Investment Management, LLC86$9.01K0.00%+86New
MPWM Advisory Solutions, LLC88$9.22K0.01%00.0%Unchanged
Consultiva Wealth Management, Corp.90$9.43K0.03%00.0%Unchanged
FSA Wealth Management LLC94$9.85K0.00%−36−27.7%Reduced
Nordwand Advisors, LLC95$9.96K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC98$10.3K0.00%+1+1.0%Added
Guardian Wealth Management, Inc.99$10.4K0.01%00.0%Unchanged