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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 4,040 | $423.4K | 0.05% | −925−18.6% | Reduced |
| Pacitti Group Inc. | 4,016 | $425.2K | 0.20% | +154+4.0% | Added |
| XTX Topco Ltd | 4,066 | $426.1K | 0.02% | +4,066 | New |
| Apollon Wealth Management, LLC | 4,102 | $429.8K | 0.01% | −1,234−23.1% | Reduced |
| Summit Financial, LLC | 4,113 | $431.0K | 0.01% | −1,039−20.2% | Reduced |
| Hilltop Holdings Inc. | 4,127 | $432.4K | 0.03% | +159+4.0% | Added |
| IHT Wealth Management, LLC | 4,148 | $434.7K | 0.01% | −182−4.2% | Reduced |
| Fox Run Management, L.L.C. | 4,157 | $435.6K | 0.07% | +4,157 | New |
| Roehl & Yi Investment Advisors, LLC | 4,158 | $435.7K | 0.24% | +4,158 | New |
| Greenleaf Trust | 4,164 | $436.3K | 0.00% | +956+29.8% | Added |
| Mission Wealth Management, LP | 4,164 | $436.4K | 0.01% | +66+1.6% | Added |
| China Universal Asset Management Co., Ltd. | 4,117 | $438.0K | 0.04% | 00.0% | Unchanged |
| Phraction Management LLC | 4,180 | $438.0K | 0.15% | −5,443−56.6% | Reduced |
| Independence Bank of Kentucky | 4,183 | $438.3K | 0.07% | −60−1.4% | Reduced |
| Tower Bridge Advisors | 4,190 | $439.1K | 0.05% | −38,687−90.2% | Reduced |
| United Community Bank | 4,195 | $439.6K | 0.16% | −415−9.0% | Reduced |
| Vident Advisory, LLC | 4,210 | $441.2K | 0.01% | +1,200+39.9% | Added |
| Heritage Wealth Advisors | 4,220 | $442.2K | 0.02% | −408−8.8% | Reduced |
| Personal Cfo Solutions, LLC | 4,234 | $443.7K | 0.09% | −42−1.0% | Reduced |
| Essex Financial Services, Inc. | 4,257 | $446.1K | 0.03% | −4−0.1% | Reduced |
| Cary Street Partners Financial LLC | 4,267 | $447.2K | 0.01% | −1,553−26.7% | Reduced |
| DecisionMap Wealth Management, LLC | 4,279 | $448.4K | 0.34% | +541+14.5% | Added |
| Bearing Point Capital, LLC | 4,290 | $449.5K | 0.10% | −24,217−85.0% | Reduced |
| SBI Securities Co., Ltd. | 4,312 | $451.9K | 0.02% | +498+13.1% | Added |
| Brandes Investment Partners, LP | 4,332 | $453.9K | 0.00% | −19−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,340 | $454.8K | 0.04% | +2,077+91.8% | Added |
| Wealth Alliance | 4,342 | $455.0K | 0.06% | −3,107−41.7% | Reduced |
| Congress Wealth Management LLC | 4,349 | $457.3K | 0.01% | +4,349 | New |
| Quadcap Wealth Management, LLC | 4,374 | $458.4K | 0.07% | −1,366−23.8% | Reduced |
| Stokes Family Office, LLC | 4,382 | $459.2K | 0.05% | −2,554−36.8% | Reduced |
| Ballentine Partners, LLC | 4,442 | $465.5K | 0.01% | −2,874−39.3% | Reduced |
| LVW Advisors, LLC | 4,447 | $466.0K | 0.06% | −142−3.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,471 | $468.6K | 0.18% | +964+27.5% | Added |
| Wynn Capital, LLC | 4,532 | $474.9K | 0.28% | +755+20.0% | Added |
| J.W. Cole Advisors, Inc. | 4,550 | $476.8K | 0.01% | +4,550 | New |
| Intrust Bank NA | 4,559 | $477.7K | 0.05% | +531+13.2% | Added |
| Reuter James Wealth Management, LLC | 4,591 | $481.1K | 0.08% | −45−1.0% | Reduced |
| Stock Yards Bank & Trust Co | 4,624 | $484.6K | 0.02% | −1,132−19.7% | Reduced |
| Drucker Wealth 3.0, LLC | 4,638 | $486.0K | 0.11% | −2,670−36.5% | Reduced |
| Generation Capital Management LLC | 4,655 | $487.8K | 0.44% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 4,684 | $490.8K | 0.17% | +4,684 | New |
| Private Wealth Asset Management, LLC | 4,686 | $491.0K | 0.07% | +4,686 | New |
| Boston Family Office LLC | 4,750 | $498.0K | 0.04% | −300−5.9% | Reduced |
| H&H Retirement Design & Management INC | 4,540 | $498.0K | 0.33% | 00.0% | Unchanged |
| MQS Management LLC | 4,763 | $499.1K | 0.29% | +4,763 | New |
| AE Wealth Management LLC | 4,782 | $501.1K | 0.00% | +44+0.9% | Added |
| Rhumbline Advisers | 4,783 | $501.2K | 0.00% | +299+6.7% | Added |
| Colonial Trust Co | 4,838 | $507.0K | 0.08% | −911−15.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,850 | $508.2K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,853 | $508.5K | 0.02% | +1,693+53.6% | Added |
| Potomac Fund Management Inc | 4,710 | $516.6K | 0.23% | +635+15.6% | Added |
| HighPoint Advisor Group LLC | 4,675 | $518.5K | 0.03% | +774+19.8% | Added |
| Portside Wealth Group, LLC | 4,957 | $519.4K | 0.08% | +320+6.9% | Added |
| Pacer Advisors, Inc. | 4,958 | $519.5K | 0.00% | +238+5.0% | Added |
| RSM US Wealth Management LLC | 4,863 | $519.7K | 0.01% | −1,906−28.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,961 | $519.8K | 0.01% | +958+23.9% | Added |
| Valeo Financial Advisors, LLC | 30,880 | $526.2K | 0.01% | −1,132−3.5% | Reduced |
| Merit Financial Group, LLC | 5,024 | $526.5K | 0.01% | +3,024+151.2% | Added |
| Insigneo Advisory Services, LLC | 5,029 | $527.0K | 0.05% | +544+12.1% | Added |
| Sandy Spring Bank | 5,050 | $529.2K | 0.02% | −3,606−41.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,053 | $529.5K | 0.21% | +1,315+35.2% | Added |
| Aberdeen Wealth Management LLC | 5,055 | $529.7K | 0.37% | −166−3.2% | Reduced |
| Transcend Wealth Collective, LLC | 5,057 | $529.9K | 0.04% | −194−3.7% | Reduced |
| Thoroughbred Financial Services, LLC | 5,091 | $533.0K | 0.03% | −775−13.2% | Reduced |
| Norden Group LLC | 5,116 | $536.1K | 0.06% | −376−6.8% | Reduced |
| Compass Wealth Management LLC | 5,123 | $536.8K | 0.14% | −42−0.8% | Reduced |
| Auxano Advisors, LLC | 5,148 | $539.5K | 0.14% | +1,758+51.9% | Added |
| Canandaigua National Bank & Trust Co | 5,160 | $540.7K | 0.05% | −489−8.7% | Reduced |
| Salvus Wealth Management, LLC | 5,200 | $544.9K | 0.34% | −1,876−26.5% | Reduced |
| Crux Wealth Advisors | 5,280 | $553.3K | 0.29% | +973+22.6% | Added |
| Venture Visionary Partners LLC | 5,294 | $554.8K | 0.02% | +305+6.1% | Added |
| Foundations Investment Advisors, LLC | 5,304 | $555.9K | 0.01% | −1,870−26.1% | Reduced |
| Kestra Private Wealth Services, LLC | 5,345 | $560.1K | 0.01% | +110+2.1% | Added |
| Rossmore Private Capital | 5,354 | $561.0K | 0.07% | −409−7.1% | Reduced |
| Coppell Advisory Solutions LLC | 5,123 | $568.1K | 0.08% | −1,170−18.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,447 | $570.8K | 0.01% | +117+2.2% | Added |
| SageView Advisory Group, LLC | 5,450 | $571.1K | 0.02% | +89+1.7% | Added |
| Raelipskie Partnership | 5,521 | $578.5K | 0.30% | +50+0.9% | Added |
| Welch Group, LLC | 5,500 | $579.6K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5,533 | $579.8K | 0.09% | −136−2.4% | Reduced |
| Bangor Savings Bank | 5,544 | $581.0K | 0.05% | −515−8.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,624 | $587.8K | 0.00% | +2,762+96.5% | Added |
| Retirement Planning Co of New England, Inc. | 5,634 | $590.5K | 0.30% | +140+2.5% | Added |
| Pinnacle Financial Partners Inc | 5,650 | $592.1K | 0.01% | −46,623−89.2% | Reduced |
| Axxcess Wealth Management, LLC | 5,688 | $596.1K | 0.02% | +275+5.1% | Added |
| Huntington National Bank | 5,718 | $599.2K | 0.00% | −1,557−21.4% | Reduced |
| Catalyst Capital Advisors LLC | 5,739 | $601.4K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 5,764 | $604.0K | 0.11% | +590+11.4% | Added |
| Ervin Investment Management, LLC | 5,861 | $614.2K | 0.41% | −490−7.7% | Reduced |
| Haverford Trust Co | 5,868 | $614.9K | 0.01% | −2,107−26.4% | Reduced |
| Three Bridge Wealth Advisors, LLC | 5,794 | $616.6K | 0.21% | +547+10.4% | Added |
| Ashton Thomas Private Wealth, LLC | 5,864 | $624.9K | 0.02% | −609−9.4% | Reduced |
| Absher Wealth Management, LLC | 5,986 | $627.3K | 0.08% | +115+2.0% | Added |
| Hartford Financial Management Inc. | 6,000 | $628.7K | 0.13% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 6,000 | $628.7K | 0.25% | 00.0% | Unchanged |
| St. Nicholas Private Asset Management, Inc | 6,065 | $635.6K | 0.60% | 00.0% | Unchanged |
| Sapient Capital LLC | 6,032 | $641.9K | 0.01% | +11+0.2% | Added |
| CAPROCK Group, Inc. | 6,084 | $645.8K | 0.02% | −88−1.4% | Reduced |
| National Asset Management, Inc. | 6,204 | $650.1K | 0.02% | +68+1.1% | Added |
| Iams Wealth Management, LLC | 6,249 | $655.0K | 0.30% | +1,303+26.3% | Added |