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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 2,498 | $261.8K | 0.01% | +2,498 | New |
| Wilkins Investment Counsel Inc | 2,500 | $262.0K | 0.04% | −1,110−30.7% | Reduced |
| Principal Street Partners, LLC | 2,526 | $264.7K | 0.05% | +132+5.5% | Added |
| Beaumont Financial Advisors, LLC | 2,531 | $265.2K | 0.02% | +91+3.7% | Added |
| Zuckerman Investment Group, LLC | 2,555 | $267.7K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,563 | $268.6K | 0.04% | +300+13.3% | Added |
| Venturi Wealth Management, LLC | 2,582 | $270.6K | 0.01% | +89+3.6% | Added |
| Farmers & Merchants Investments Inc | 2,602 | $272.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,613 | $273.8K | 0.03% | −222−7.8% | Reduced |
| Versant Capital Management, Inc | 2,618 | $274.3K | 0.05% | +2,438+1,354.4% | Added |
| One Wealth Advisors, LLC | 2,598 | $275.9K | 0.04% | +314+13.7% | Added |
| Park Place Capital Corp | 2,641 | $276.8K | 0.08% | +514+24.2% | Added |
| Clear Harbor Asset Management, LLC | 2,656 | $278.3K | 0.02% | +98+3.8% | Added |
| Brookstone Capital Management | 2,659 | $278.6K | 0.00% | +123+4.9% | Added |
| Spire Wealth Management | 2,677 | $280.5K | 0.01% | −868−24.5% | Reduced |
| Integrated Advisors Network LLC | 2,690 | $282.0K | 0.01% | +714+36.1% | Added |
| PFG Investments, LLC | 2,695 | $282.4K | 0.02% | −33−1.2% | Reduced |
| Bessemer Group Inc | 2,697 | $283.0K | 0.00% | +572+26.9% | Added |
| Erste Asset Management GmbH | 62,637 | $283.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,737 | $286.9K | 0.01% | −236−7.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,766 | $290.0K | 0.00% | −3,412−55.2% | Reduced |
| Summitry LLC | 2,776 | $290.9K | 0.01% | 00.0% | Unchanged |
| Fca Corp | 2,800 | $293.4K | 0.09% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2,815 | $295.0K | 0.32% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,820 | $295.5K | 0.01% | +179+6.8% | Added |
| Glenview Trust Co | 2,824 | $295.9K | 0.01% | −218−7.2% | Reduced |
| PAX Financial Group, LLC | 2,830 | $296.6K | 0.05% | −392−12.2% | Reduced |
| CWM, LLC | 2,900 | $304.0K | 0.00% | −184−6.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,913 | $305.3K | 0.00% | −1,335−31.4% | Reduced |
| Cresset Asset Management, LLC | 2,885 | $306.8K | 0.00% | +95+3.4% | Added |
| Sather Financial Group Inc | 2,929 | $306.9K | 0.02% | −800−21.5% | Reduced |
| Inlet Private Wealth, LLC | 2,941 | $308.1K | 0.08% | +150+5.4% | Added |
| Welch & Forbes LLC | 2,955 | $309.6K | 0.00% | −200−6.3% | Reduced |
| Lindbrook Capital, LLC | 2,965 | $310.7K | 0.03% | −576−16.3% | Reduced |
| Coerente Capital Management | 3,000 | $314.4K | 0.06% | −415−12.2% | Reduced |
| Alhambra Investment Partners LLC | 3,005 | $314.9K | 0.16% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,015 | $315.9K | 0.11% | +279+10.2% | Added |
| Oregon Pacific Wealth Management, LLC | 3,031 | $317.6K | 0.32% | +330+12.2% | Added |
| Hickory Asset Management, Inc. | 3,043 | $318.8K | 0.28% | −214−6.6% | Reduced |
| Parsons Capital Management Inc | 3,057 | $320.3K | 0.02% | −1,166−27.6% | Reduced |
| Bard Financial Services, Inc. | 3,075 | $322.2K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 3,110 | $325.9K | 0.01% | −1,145−26.9% | Reduced |
| Private Trust Co NA | 3,121 | $327.0K | 0.03% | −313−9.1% | Reduced |
| FRG Family Wealth Advisors LLC | 3,135 | $328.5K | 0.06% | −500−13.8% | Reduced |
| Sagespring Wealth Partners, LLC | 3,153 | $330.4K | 0.01% | +240+8.2% | Added |
| Thrivent Financial for Lutherans | 2,744 | $331.0K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 3,170 | $332.2K | 0.01% | +3,170 | New |
| Dorsey & Whitney Trust CO LLC | 3,191 | $334.4K | 0.02% | −1,875−37.0% | Reduced |
| Summit Trail Advisors, LLC | 3,173 | $337.1K | 0.01% | −1,151−26.6% | Reduced |
| Monticello Wealth Management, LLC | 3,219 | $337.3K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 3,227 | $338.2K | 0.01% | +3,227 | New |
| Johnson Investment Counsel Inc | 3,234 | $338.9K | 0.00% | +452+16.2% | Added |
| Pinnacle West Asset Management, Inc. | 3,240 | $340.0K | 0.25% | +100+3.2% | Added |
| Murphy Pohlad Asset Management LLC | 3,247 | $340.3K | 0.14% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,248 | $340.4K | 0.01% | +3,248 | New |
| Legacy Financial Advisors, Inc. | 3,271 | $342.8K | 0.06% | +333+11.3% | Added |
| First Nebraska Trust Co | 3,297 | $345.5K | 0.03% | −44−1.3% | Reduced |
| Centiva Capital, LP | 3,320 | $347.9K | 0.02% | +3,320 | New |
| Gallacher Capital Management LLC | 3,327 | $348.6K | 0.17% | +965+40.9% | Added |
| First National Trust Co | 3,344 | $350.4K | 0.01% | −165−4.7% | Reduced |
| Bridgefront Capital, LLC | 3,344 | $350.4K | 0.10% | −297−8.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 19,233 | $353.0K | 0.50% | +19,233 | New |
| Russell Investments Group, Ltd. | 3,378 | $354.0K | 0.00% | +336+11.0% | Added |
| Cypress Capital Group | 3,400 | $356.3K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,420 | $358.4K | 0.09% | +1,120+48.7% | Added |
| Bridgewater Advisors Inc. | 3,241 | $359.4K | 0.03% | +3,241 | New |
| Lawson Kroeker Investment Management Inc | 3,432 | $359.6K | 0.07% | −2,148−38.5% | Reduced |
| Aaron Wealth Advisors | 3,440 | $360.5K | 0.04% | +205+6.3% | Added |
| Stonegate Investment Group, LLC | 3,478 | $364.4K | 0.01% | −390−10.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,485 | $365.0K | 0.12% | −125−3.5% | Reduced |
| Stratos Wealth Partners, LTD. | 3,488 | $365.5K | 0.01% | −1,262−26.6% | Reduced |
| DRW Securities, LLC | 3,499 | $366.7K | 0.03% | +275+8.5% | Added |
| Evergreen Capital Management LLC | 3,429 | $366.8K | 0.01% | −3,991−53.8% | Reduced |
| Grimes & Company, Inc. | 3,506 | $367.4K | 0.01% | −317−8.3% | Reduced |
| Twelve Points Wealth Management LLC | 3,515 | $368.3K | 0.10% | −45−1.3% | Reduced |
| Tiaa Trust, National Association | 3,523 | $369.2K | 0.00% | −287−7.5% | Reduced |
| Asset Management One Co.,Ltd. | 3,551 | $372.1K | 0.00% | −259−6.8% | Reduced |
| Alliance Wealth Advisors, LLC | 3,593 | $376.5K | 0.10% | +210+6.2% | Added |
| TT Capital Management LLC | 3,653 | $382.8K | 0.32% | +1,975+117.7% | Added |
| Atomi Financial Group, Inc. | 3,655 | $383.0K | 0.02% | −236−6.1% | Reduced |
| Hancock Whitney Corp | 3,669 | $384.5K | 0.01% | +1,315+55.9% | Added |
| Financial Advocates Investment Management | 3,671 | $384.7K | 0.03% | +517+16.4% | Added |
| Affiance Financial, LLC | 3,702 | $388.0K | 0.09% | 00.0% | Unchanged |
| Columbia Asset Management | 3,723 | $390.1K | 0.08% | −200−5.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,619 | $391.5K | 0.16% | −742−17.0% | Reduced |
| Rehmann Capital Advisory Group | 3,755 | $393.5K | 0.02% | −514−12.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,785 | $396.6K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,815 | $399.8K | 0.06% | −162−4.1% | Reduced |
| Cohen Investment Advisors LLC | 3,842 | $402.6K | 0.23% | +33+0.9% | Added |
| Quotient Wealth Partners, LLC | 3,860 | $404.5K | 0.01% | −172−4.3% | Reduced |
| Keudell/Morrison Wealth Management | 3,878 | $406.4K | 0.10% | +762+24.5% | Added |
| Carnegie Lake Advisors LLC | 3,900 | $409.0K | 0.17% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,950 | $413.9K | 0.01% | −4,605−53.8% | Reduced |
| Coldstream Capital Management Inc | 3,962 | $415.2K | 0.01% | +744+23.1% | Added |
| Aviso Financial Inc. | 3,966 | $415.6K | 0.02% | −238,671−98.4% | Reduced |
| Epacria Capital Partners, LLC | 3,989 | $418.0K | 0.34% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 4,002 | $419.4K | 0.01% | +518+14.9% | Added |
| LRI Investments, LLC | 4,025 | $421.8K | 0.04% | −16−0.4% | Reduced |
| Sunbelt Securities, Inc. | 4,027 | $422.0K | 0.04% | +164+4.2% | Added |
| Canvas Wealth Advisors, LLC | 3,762 | $422.7K | 0.11% | −1,696−31.1% | Reduced |