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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 6,278 | $657.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,374 | $667.9K | 0.00% | −3,404−34.8% | Reduced |
| Stonebridge Capital Advisors LLC | 6,429 | $673.6K | 0.05% | −1,321−17.0% | Reduced |
| Walleye Trading LLC | 6,439 | $674.7K | 0.02% | +5,431+538.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,447 | $675.6K | 0.31% | +21+0.3% | Added |
| Diversify Wealth Management, LLC | 6,092 | $675.6K | 0.05% | +322+5.6% | Added |
| Quadrant Capital Group LLC | 6,557 | $687.3K | 0.03% | +923+16.4% | Added |
| West Coast Financial LLC | 6,615 | $693.2K | 0.08% | −1,435−17.8% | Reduced |
| Weatherly Asset Management L. P. | 6,569 | $699.0K | 0.06% | −275−4.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,730 | $705.2K | 0.01% | −160−2.3% | Reduced |
| Knoll Capital Management, LLC | 6,750 | $707.3K | 0.46% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 6,944 | $727.7K | 0.33% | +688+11.0% | Added |
| Sigma Planning Corp | 6,969 | $730.3K | 0.02% | +284+4.2% | Added |
| Whittier Trust Co of Nevada Inc | 6,970 | $730.4K | 0.02% | −2,394−25.6% | Reduced |
| Vontobel Holding Ltd. | 7,000 | $733.5K | 0.00% | +7,000 | New |
| Jacobi Capital Management LLC | 7,034 | $737.1K | 0.05% | +994+16.5% | Added |
| First Horizon Advisors, Inc. | 7,435 | $779.1K | 0.02% | +4+0.1% | Added |
| Centaurus Financial, Inc. | 7,501 | $786.0K | 0.05% | +1,907+34.1% | Added |
| Modera Wealth Management, LLC | 7,554 | $791.6K | 0.01% | −84−1.1% | Reduced |
| Grove Bank & Trust | 7,560 | $792.2K | 0.11% | +98+1.3% | Added |
| Addison Capital Co | 7,572 | $793.5K | 0.31% | −440−5.5% | Reduced |
| Bryn Mawr Trust Co | 7,641 | $800.7K | 0.01% | −2,397−23.9% | Reduced |
| Advisors Asset Management, Inc. | 7,720 | $809.0K | 0.02% | −627−7.5% | Reduced |
| Parallel Advisors, LLC | 7,783 | $815.6K | 0.02% | +1,505+24.0% | Added |
| GeoWealth Management, LLC | 7,806 | $818.0K | 0.03% | +862+12.4% | Added |
| Core Alternative Capital | 7,815 | $818.9K | 0.20% | −8,248−51.3% | Reduced |
| Bull Street Advisors, LLC | 7,815 | $819.0K | 0.39% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 7,865 | $824.1K | 0.06% | −185−2.3% | Reduced |
| Keystone Financial Group | 7,871 | $824.8K | 0.08% | −232−2.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,935 | $831.5K | 0.08% | −566−6.7% | Reduced |
| Raleigh Capital Management Inc. | 7,953 | $833.4K | 0.38% | +265+3.4% | Added |
| Snowden Capital Advisors LLC | 7,852 | $835.6K | 0.03% | −22,439−74.1% | Reduced |
| Joel Isaacson & Co., LLC | 7,975 | $835.7K | 0.04% | −218−2.7% | Reduced |
| Euro Pacific Asset Management, LLC | 8,075 | $853.0K | 0.15% | −191−2.3% | Reduced |
| Geneos Wealth Management Inc. | 8,184 | $857.7K | 0.03% | +1,326+19.3% | Added |
| Narwhal Capital Management | 8,192 | $858.4K | 0.08% | −1,505−15.5% | Reduced |
| Private Advisor Group, LLC | 8,267 | $866.3K | 0.01% | +528+6.8% | Added |
| Koss-Olinger Consulting, LLC | 8,286 | $868.0K | 0.07% | +8,286 | New |
| Fullcircle Wealth LLC | 7,806 | $868.0K | 0.36% | −1,715−18.0% | Reduced |
| State Street Corp | 8,180 | $870.4K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 8,322 | $872.0K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 8,370 | $877.1K | 0.00% | −11−0.1% | Reduced |
| Wealthspire Advisors, LLC | 8,398 | $880.0K | 0.01% | −761−8.3% | Reduced |
| Hamel Associates, Inc. | 8,440 | $884.5K | 0.30% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,452 | $885.7K | 0.06% | −1,211−12.5% | Reduced |
| Twin City Private Wealth, LLC | 8,604 | $914.5K | 0.80% | +353+4.3% | Added |
| Radnor Capital Management, LLC | 8,731 | $915.0K | 0.15% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8,794 | $921.5K | 0.12% | +1,576+21.8% | Added |
| William Allan, LLC | 8,820 | $924.2K | 0.58% | +126+1.4% | Added |
| Sterling Capital Management LLC | 8,879 | $930.4K | 0.01% | +1,942+28.0% | Added |
| Mercer Global Advisors Inc | 9,025 | $945.9K | 0.00% | −2,897−24.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,084 | $951.9K | 0.09% | −1,946−17.6% | Reduced |
| Parvin Asset Management, LLC | 9,135 | $957.3K | 1.07% | −700−7.1% | Reduced |
| Cape Investment Advisory, Inc. | 9,209 | $965.0K | 0.38% | −493−5.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,221 | $966.3K | 0.03% | −27,404−74.8% | Reduced |
| Daymark Wealth Partners, LLC | 9,314 | $976.0K | 0.04% | +19+0.2% | Added |
| Mill Capital Management, LLC | 9,341 | $978.8K | 0.08% | −101,266−91.6% | Reduced |
| V-Square Quantitative Management LLC | 9,419 | $987.0K | 0.14% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 9,534 | $999.1K | 0.21% | −311−3.2% | Reduced |
| Bahl & Gaynor Inc | 9,597 | $1.01M | 0.01% | −2,005−17.3% | Reduced |
| Country Club Bank | 9,547 | $1.01M | 0.07% | −1,110−10.4% | Reduced |
| HF Advisory Group, LLC | 9,822 | $1.03M | 0.45% | +1,351+15.9% | Added |
| Brookmont Capital Management | 9,920 | $1.04M | 0.59% | −363−3.5% | Reduced |
| Councilmark Asset Management, LLC | 9,934 | $1.04M | 0.70% | 00.0% | Unchanged |
| First Bank & Trust | 9,955 | $1.04M | 0.20% | +1,433+16.8% | Added |
| Martin Capital Partners, LLC | 9,983 | $1.05M | 1.25% | +9,983 | New |
| Boston Trust Walden Corp | 10,031 | $1.05M | 0.01% | −16,655−62.4% | Reduced |
| Bradyco, Inc. | 10,090 | $1.06M | 0.80% | −1,512−13.0% | Reduced |
| Nuveen, LLC | 10,112 | $1.06M | 0.00% | +10,112 | New |
| 1832 Asset Management L.P. | 10,139 | $1.06M | 0.00% | −1,313−11.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 10,205 | $1.07M | 0.47% | +2,745+36.8% | Added |
| Accretive Wealth Partners, LLC | 9,445 | $1.08M | 0.38% | +1,580+20.1% | Added |
| Whittier Trust Co | 10,336 | $1.08M | 0.02% | −499−4.6% | Reduced |
| Knollwood Investment Advisory, LLC | 10,597 | $1.11M | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,645 | $1.12M | 0.01% | +400+3.9% | Added |
| We Are One Seven, LLC | 10,724 | $1.12M | 0.04% | −788−6.8% | Reduced |
| Commerce Bank | 10,782 | $1.13M | 0.01% | −822−7.1% | Reduced |
| Crossmark Global Holdings, Inc. | 10,819 | $1.13M | 0.02% | +335+3.2% | Added |
| Horizon Investments, LLC | 10,844 | $1.14M | 0.03% | +1,607+17.4% | Added |
| Premier Path Wealth Partners, LLC | 11,047 | $1.16M | 0.18% | +760+7.4% | Added |
| Adviser Investments LLC | 11,193 | $1.17M | 0.01% | −4,113−26.9% | Reduced |
| Fulton Bank, N.A. | 11,199 | $1.17M | 0.05% | +170+1.5% | Added |
| Ancora Advisors, LLC | 11,290 | $1.18M | 0.03% | −1,577−12.3% | Reduced |
| Ingalls & Snyder LLC | 11,478 | $1.20M | 0.04% | +4,800+71.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 11,566 | $1.21M | 0.00% | +635+5.8% | Added |
| QRG Capital Management, Inc. | 11,597 | $1.22M | 0.01% | +767+7.1% | Added |
| Perennial Advisors, LLC | 11,663 | $1.22M | 0.24% | +444+4.0% | Added |
| Founders Financial Securities LLC | 11,027 | $1.23M | 0.10% | +1,663+17.8% | Added |
| CoreCap Advisors, LLC | 11,737 | $1.23M | 0.05% | +499+4.4% | Added |
| Autumn Glory Partners, LLC | 9,929 | $1.23M | 0.62% | +189+1.9% | Added |
| Westhampton Capital, LLC | 11,779 | $1.23M | 0.67% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 11,817 | $1.24M | 0.10% | −1,533−11.5% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 12,079 | $1.27M | 0.24% | −28,699−70.4% | Reduced |
| Central Pacific Bank - Trust Division | 12,113 | $1.27M | 0.18% | −799−6.2% | Reduced |
| Auxier Asset Management | 12,116 | $1.27M | 0.19% | 00.0% | Unchanged |
| Argent Trust Co | 12,136 | $1.27M | 0.05% | +207+1.7% | Added |
| Naviter Wealth, LLC | 12,310 | $1.32M | 0.16% | −432−3.4% | Reduced |
| Mystic Asset Management, Inc. | 12,629 | $1.32M | 0.35% | −400−3.1% | Reduced |
| Bank of Nova Scotia | 12,871 | $1.35M | 0.00% | −1,281−9.1% | Reduced |
| Advisory Services Network, LLC | 12,888 | $1.35M | 0.03% | −1,873−12.7% | Reduced |