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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 106 | $11.0K | 0.00% | +106 | New |
| Clark Wealth Partners | 107 | $11.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 108 | $11.3K | 0.00% | +8+8.0% | Added |
| Garde Capital, Inc. | 110 | $11.5K | 0.00% | +110 | New |
| City Holding Co | 111 | $11.6K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 112 | $11.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 112 | $11.8K | 0.00% | −2−1.8% | Reduced |
| Roxbury Financial LLC | 109 | $11.8K | 0.01% | +1+0.9% | Added |
| WPG Advisers, LLC | 113 | $11.8K | 0.01% | −75−39.9% | Reduced |
| Winch Advisory Services, LLC | 113 | $11.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $11.8K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 110 | $12.0K | 0.00% | +23+26.4% | Added |
| Adirondack Trust Co | 117 | $12.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 120 | $12.6K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 125 | $13.1K | 0.00% | −75−37.5% | Reduced |
| Twin Lakes Capital Management, LLC | 125 | $13.1K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 130 | $13.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 131 | $13.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 131 | $13.7K | 0.00% | +101+336.7% | Added |
| Princeton Global Asset Management LLC | 137 | $14.3K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 141 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 141 | $14.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 149 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 150 | $15.7K | 0.00% | −25−14.3% | Reduced |
| First PREMIER Bank | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 160 | $16.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 172 | $18.0K | 0.00% | +3+1.8% | Added |
| Leonteq Securities AG | 174 | $18.2K | 0.00% | +158+987.5% | Added |
| Tradewinds Capital Management, LLC | 175 | $18.3K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 180 | $19.2K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 184 | $19.3K | 0.01% | +100+119.0% | Added |
| HHM Wealth Advisors, LLC | 187 | $19.6K | 0.00% | +150+405.4% | Added |
| Beacon Capital Management, LLC | 189 | $19.8K | 0.00% | +39+26.0% | Added |
| First Command Advisory Services, Inc. | 191 | $20.0K | 0.00% | −250−56.7% | Reduced |
| Eastern Bank | 191 | $20.0K | 0.00% | −50−20.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 200 | $20.9K | 0.01% | +76+61.3% | Added |
| Thompson Investment Management, Inc. | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 200 | $21.0K | 0.01% | +200 | New |
| Alpine Bank Wealth Management | 200 | $21.0K | 0.00% | +200 | New |
| Rothschild Investment LLC | 207 | $21.7K | 0.00% | −518−71.4% | Reduced |
| Financial Perspectives, Inc | 214 | $22.4K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 233 | $24.4K | 0.00% | −2,366−91.0% | Reduced |
| Pin Oak Investment Advisors Inc | 234 | $25.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 241 | $25.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 205 | $26.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 250 | $26.2K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $26.2K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 255 | $26.7K | 0.01% | +255 | New |
| Barrett & Company, Inc. | 260 | $27.2K | 0.01% | +260 | New |
| Abound Financial, LLC | 261 | $27.4K | 0.01% | +261 | New |
| Umb Bank N A | 274 | $28.7K | 0.00% | −168−38.0% | Reduced |
| Sittner & Nelson, LLC | 278 | $29.1K | 0.01% | −110−28.4% | Reduced |
| Bruce G. Allen Investments, LLC | 282 | $29.6K | 0.02% | −20−6.6% | Reduced |
| McIlrath & Eck, LLC | 285 | $29.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 285 | $29.9K | 0.01% | +285 | New |
| Opal Wealth Advisors, LLC | 285 | $29.9K | 0.01% | +285 | New |
| TruNorth Capital Management, LLC | 288 | $30.2K | 0.01% | +288 | New |
| Cheviot Value Management, LLC | 273 | $30.9K | 0.00% | +273 | New |
| Concord Wealth Partners | 299 | $31.3K | 0.01% | +26+9.5% | Added |
| Hopwood Financial Services, Inc. | 300 | $31.4K | 0.02% | −476−61.3% | Reduced |
| ESL Trust Services, LLC | 300 | $31.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 314 | $32.9K | 0.01% | +45+16.7% | Added |
| Tortoise Investment Management, LLC | 325 | $34.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 335 | $35.1K | 0.01% | −151−31.1% | Reduced |
| Millstone Evans Group, LLC | 335 | $35.1K | 0.02% | −100−23.0% | Reduced |
| Whipplewood Advisors, LLC | 194 | $35.3K | 0.02% | −207−51.6% | Reduced |
| Medallion Wealth Advisors, LLC | 340 | $35.6K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $36.7K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 347 | $36.9K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 364 | $37.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 365 | $38.2K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 369 | $38.7K | 0.00% | +61+19.8% | Added |
| Piscataqua Savings Bank | 398 | $41.7K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 400 | $41.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 400 | $41.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 414 | $43.4K | 0.00% | +1+0.2% | Added |
| Financial Network Wealth Advisors LLC | 427 | $44.7K | 0.06% | +165+63.0% | Added |
| High Note Wealth, LLC | 437 | $45.8K | 0.01% | −2−0.5% | Reduced |
| NBT Bank N A | 450 | $47.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 448 | $47.7K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $52.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 500 | $52.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $52.4K | 0.00% | +483+2,841.2% | Added |
| Larson Financial Group LLC | 520 | $54.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 499 | $55.4K | 0.00% | −709−58.7% | Reduced |
| Stonebridge Financial Group, LLC | 558 | $58.5K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 570 | $59.7K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 575 | $60.3K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 597 | $62.6K | 0.04% | −689−53.6% | Reduced |
| SOA Wealth Advisors, LLC. | 603 | $63.2K | 0.01% | −19−3.1% | Reduced |
| Hexagon Capital Partners LLC | 623 | $65.3K | 0.01% | −362−36.8% | Reduced |
| Kentucky Trust Co | 650 | $68.1K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 657 | $68.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 659 | $69.0K | 0.00% | −1,264−65.7% | Reduced |