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 |
|---|---|---|---|---|---|
| Washington Trust Co | 666 | $69.8K | 0.00% | −1−0.1% | Reduced |
| Binnacle Investments Inc | 671 | $70.3K | 0.05% | +671 | New |
| Glass Jacobson Investment Advisors llc | 558 | $70.9K | 0.02% | 00.0% | Unchanged |
| Greenline Partners, LLC | 707 | $74.1K | 0.01% | +224+46.4% | Added |
| Intelligent Financial Strategies | 716 | $76.5K | 0.04% | −205−22.3% | Reduced |
| Skopos Labs, Inc. | 735 | $77.0K | 0.02% | +351+91.4% | Added |
| Chilton Capital Management LLC | 758 | $79.4K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 753 | $80.1K | 0.07% | +25+3.4% | Added |
| VSM Wealth Advisory, LLC | 781 | $81.8K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 800 | $83.8K | 0.00% | −238,558−99.7% | Reduced |
| Sierra Ocean, LLC | 870 | $91.2K | 0.07% | −22−2.5% | Reduced |
| Family Capital Trust Co | 900 | $94.3K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 929 | $97.3K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 938 | $98.3K | 0.03% | −100−9.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 940 | $98.5K | 0.04% | −2,875−75.4% | Reduced |
| Golden State Wealth Management, LLC | 987 | $103.4K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 990 | $103.7K | 0.01% | −151−13.2% | Reduced |
| CX Institutional | 994 | $104.0K | 0.00% | +994 | New |
| Credit Agricole S A | 1,000 | $104.8K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,000 | $104.8K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,090 | $114.2K | 0.06% | −37−3.3% | Reduced |
| NBC Securities, Inc. | 1,098 | $115.0K | 0.01% | +1,097+109,700.0% | Added |
| CVA Family Office, LLC | 1,100 | $115.3K | 0.02% | −8−0.7% | Reduced |
| Hills Bank & Trust Co | 1,103 | $115.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,137 | $119.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,216 | $127.4K | 0.02% | +105+9.5% | Added |
| Allworth Financial LP | 1,184 | $132.2K | 0.00% | −140−10.6% | Reduced |
| IFP Advisors, Inc | 1,286 | $134.7K | 0.00% | +48+3.9% | Added |
| Hazlett, Burt & Watson, Inc. | 1,295 | $135.0K | 0.06% | −50−3.7% | Reduced |
| Union Bancaire Privee, UBP SA | 1,371 | $136.8K | 0.00% | −1,050−43.4% | Reduced |
| Tacita Capital Inc | 1,350 | $141.5K | 0.10% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,425 | $149.3K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 1,420 | $151.1K | 0.08% | −560−28.3% | Reduced |
| GAMMA Investing LLC | 1,473 | $154.3K | 0.01% | −1,771−54.6% | Reduced |
| Clearstead Advisors, LLC | 1,506 | $157.8K | 0.00% | −606−28.7% | Reduced |
| Capital Analysts, LLC | 1,553 | $163.0K | 0.01% | +10+0.6% | Added |
| Creative Financial Designs Inc | 1,583 | $165.9K | 0.01% | −65−3.9% | Reduced |
| Hara Capital LLC | 1,585 | $166.1K | 0.11% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,586 | $166.2K | 0.00% | +58+3.8% | Added |
| Smartleaf Asset Management LLC | 1,587 | $167.2K | 0.02% | −237−13.0% | Reduced |
| Clear Street Markets LLC | 1,649 | $172.8K | 0.12% | +1,649 | New |
| Atlas Capital Advisors LLC | 1,700 | $178.1K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,876 | $196.6K | 0.15% | +1,876 | New |
| Cyndeo Wealth Partners, LLC | 1,923 | $201.5K | 0.01% | −396−17.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,942 | $203.5K | 0.04% | −66−3.3% | Reduced |
| Schrum Private Wealth Management LLC | 1,946 | $203.9K | 0.18% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,624 | $204.1K | 0.08% | 00.0% | Unchanged |
| Laraway Financial Inc | 1,967 | $206.1K | 0.16% | −50−2.5% | Reduced |
| Advocate Group LLC | 1,987 | $208.2K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 1,990 | $208.5K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,014 | $211.0K | 0.15% | −3,590−64.1% | Reduced |
| 3Chopt Investment Partners, LLC | 2,007 | $213.6K | 0.06% | +2,007 | New |
| Bank of Hawaii | 2,045 | $214.3K | 0.01% | −873−29.9% | Reduced |
| Ellevest, Inc. | 2,068 | $216.7K | 0.01% | −701−25.3% | Reduced |
| Flputnam Investment Management Co | 2,069 | $216.8K | 0.00% | −176−7.8% | Reduced |
| Keel Point, LLC | 2,079 | $217.9K | 0.02% | −18−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,896 | $219.5K | 0.01% | −52−2.7% | Reduced |
| Cullinan Associates Inc | 2,100 | $220.1K | 0.02% | −1,000−32.3% | Reduced |
| Jefferies Financial Group Inc. | 2,103 | $220.4K | 0.00% | +2,103 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,108 | $220.9K | 0.09% | −34−1.6% | Reduced |
| AQR Capital Management LLC | 2,144 | $224.7K | 0.00% | −665−23.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,149 | $225.2K | 0.00% | +2,149 | New |
| Kennon-Green & Company, LLC | 2,153 | $225.6K | 0.18% | +46+2.2% | Added |
| Tectonic Advisors LLC | 2,170 | $227.4K | 0.01% | −3,538−62.0% | Reduced |
| Good Steward Wealth Advisors,LLC | 2,176 | $228.0K | 0.21% | +2,176 | New |
| Genesis Private Wealth, LLC | 2,186 | $229.1K | 0.12% | +2,186 | New |
| Icon Wealth Advisors, LLC | 2,188 | $229.3K | 0.02% | +94+4.5% | Added |
| Continuum Advisory, LLC | 2,192 | $229.7K | 0.03% | +10+0.5% | Added |
| Texas Yale Capital Corp. | 2,200 | $230.5K | 0.01% | −950−30.2% | Reduced |
| Sage Investment Counsel LLC | 2,200 | $230.5K | 0.29% | +2,200 | New |
| Agf Management Ltd | 2,216 | $232.2K | 0.00% | −825−27.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,225 | $233.1K | 0.01% | +1,729+348.6% | Added |
| Fortitude Family Office, LLC | 2,234 | $234.1K | 0.08% | −156−6.5% | Reduced |
| Callan Family Office, LLC | 2,259 | $236.7K | 0.02% | −1,088−32.5% | Reduced |
| Fiduciary Group LLC | 2,270 | $237.9K | 0.02% | −450−16.5% | Reduced |
| Avidian Wealth Solutions, LLC | 2,276 | $238.5K | 0.01% | −83−3.5% | Reduced |
| HSBC Holdings PLC | 2,294 | $239.9K | 0.00% | −99,684−97.8% | Reduced |
| Mitchell Sinkler & Starr | 2,305 | $241.5K | 0.07% | −1,515−39.7% | Reduced |
| Silvercrest Asset Management Group LLC | 2,321 | $243.2K | 0.00% | −90−3.7% | Reduced |
| Baxter Bros Inc | 2,325 | $243.6K | 0.03% | −88−3.6% | Reduced |
| Essex Savings Bank | 2,327 | $243.8K | 0.06% | −282−10.8% | Reduced |
| AlphaCore Capital LLC | 2,332 | $244.4K | 0.02% | +2,332 | New |
| Boston Private Wealth LLC | 2,346 | $245.8K | 0.01% | −1,152−32.9% | Reduced |
| Marcum Wealth, LLC | 2,377 | $249.1K | 0.02% | +2,377 | New |
| Checchi Capital Advisers, LLC | 2,379 | $249.3K | 0.02% | +23+1.0% | Added |
| Roberts Glore & Co Inc | 2,392 | $250.7K | 0.08% | +325+15.7% | Added |
| Sequoia Financial Advisors, LLC | 2,393 | $250.8K | 0.00% | −1,342−35.9% | Reduced |
| Bradley Foster & Sargent Inc | 2,400 | $251.5K | 0.00% | −1,635−40.5% | Reduced |
| Inscription Capital, LLC | 1,708 | $254.0K | 0.04% | +1,708 | New |
| O'Brien Greene & Co. Inc | 2,429 | $254.5K | 0.09% | −294−10.8% | Reduced |
| Buckingham Strategic Partners | 2,438 | $255.5K | 0.00% | −169−6.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,443 | $256.0K | 0.04% | +76+3.2% | Added |
| Howland Capital Management LLC | 2,409 | $256.3K | 0.01% | −300−11.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,455 | $257.0K | 0.07% | −1,682−40.7% | Reduced |
| Tocqueville Asset Management L.P. | 2,460 | $257.8K | 0.00% | −23,190−90.4% | Reduced |
| Beacon Financial Group | 2,471 | $258.9K | 0.03% | −4,579−65.0% | Reduced |
| GSB Wealth Management, LLC | 2,474 | $259.3K | 0.07% | −6,648−72.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,368 | $259.4K | 0.02% | +439+22.8% | Added |
| DMG Group, LLC | 2,481 | $260.0K | 0.21% | +596+31.6% | Added |
| Regatta Capital Group, LLC | 2,491 | $261.0K | 0.05% | +66+2.7% | Added |