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 |
|---|---|---|---|---|---|
| BCGM Wealth Management, LLC | 12,950 | $1.36M | 0.42% | +695+5.7% | Added |
| Citizens National Bank Trust Department | 13,075 | $1.37M | 0.29% | −620−4.5% | Reduced |
| Bleakley Financial Group, LLC | 13,112 | $1.37M | 0.04% | +801+6.5% | Added |
| South State Corp. | 13,175 | $1.38M | 0.06% | −254−1.9% | Reduced |
| Dodge & Cox | 13,197 | $1.38M | 0.00% | −314−2.3% | Reduced |
| Keybank National Association | 13,270 | $1.39M | 0.01% | −3,931−22.9% | Reduced |
| Courier Capital LLC | 13,274 | $1.39M | 0.09% | −125−0.9% | Reduced |
| Colonial Trust Advisors | 13,381 | $1.40M | 0.12% | −3,489−20.7% | Reduced |
| Integrated Wealth Concepts LLC | 13,407 | $1.40M | 0.02% | −1,484−10.0% | Reduced |
| Atria Wealth Solutions, Inc. | 13,291 | $1.41M | 0.02% | −7,200−35.1% | Reduced |
| Fisher Asset Management, LLC | 13,561 | $1.42M | 0.00% | −210,206−93.9% | Reduced |
| Moors & Cabot, Inc. | 13,696 | $1.44M | 0.07% | −2,246−14.1% | Reduced |
| Highland Capital Management, LLC | 13,710 | $1.44M | 0.09% | −900−6.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,771 | $1.44M | 0.01% | +13,771 | New |
| Searle & Co. | 13,853 | $1.45M | 0.41% | −700−4.8% | Reduced |
| Scientech Research LLC | 13,878 | $1.45M | 0.38% | +13,878 | New |
| Entropy Technologies, LP | 13,997 | $1.47M | 0.14% | +7,738+123.6% | Added |
| Walleye Capital LLC | 14,031 | $1.47M | 0.02% | +13,844+7,403.2% | Added |
| Old Port Advisors | 14,059 | $1.47M | 0.44% | +911+6.9% | Added |
| Pine Valley Investments Ltd Liability Co | 14,072 | $1.48M | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14,478 | $1.52M | 0.05% | +184+1.3% | Added |
| Concurrent Investment Advisors, LLC | 14,575 | $1.53M | 0.04% | −654−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 14,765 | $1.55M | 0.00% | −3,527−19.3% | Reduced |
| Avantax Advisory Services, Inc. | 14,900 | $1.56M | 0.01% | +2,016+15.6% | Added |
| Trust Co of Vermont | 14,999 | $1.57M | 0.08% | −5,472−26.7% | Reduced |
| Oppenheimer & Co Inc | 15,032 | $1.58M | 0.02% | −1,577−9.5% | Reduced |
| Lantz Financial LLC | 15,082 | $1.58M | 0.43% | −442−2.8% | Reduced |
| Maia Wealth LLC | 14,310 | $1.58M | 0.36% | +1,198+9.1% | Added |
| JLB & Associates Inc | 15,304 | $1.60M | 0.22% | −1,661−9.8% | Reduced |
| Ethic Inc. | 15,392 | $1.61M | 0.03% | −13,824−47.3% | Reduced |
| Horan Capital Advisors, LLC. | 15,464 | $1.62M | 0.55% | −215−1.4% | Reduced |
| Kennedy Investment Group | 15,491 | $1.62M | 0.75% | −1,686−9.8% | Reduced |
| JustInvest LLC | 15,640 | $1.64M | 0.02% | −2,091−11.8% | Reduced |
| Fiduciary Trust Co | 15,887 | $1.66M | 0.02% | −882−5.3% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 15,928 | $1.67M | 1.23% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 16,014 | $1.68M | 0.37% | +16,014 | New |
| Northwestern Mutual Wealth Management Co | 16,210 | $1.70M | 0.00% | −6,821−29.6% | Reduced |
| Voya Financial Advisors, Inc. | 16,180 | $1.71M | 0.19% | +344+2.2% | Added |
| Sepio Capital, LP | 16,324 | $1.71M | 0.14% | −2,300−12.3% | Reduced |
| Mutual Advisors, LLC | 15,541 | $1.72M | 0.05% | −680−4.2% | Reduced |
| Trexquant Investment LP | 16,598 | $1.74M | 0.02% | −4,003−19.4% | Reduced |
| Tevis Investment Management | 13,869 | $1.76M | 1.31% | 00.0% | Unchanged |
| Central Trust Co | 17,001 | $1.78M | 0.04% | −591−3.4% | Reduced |
| DMKC Advisory Services, LLC | 17,126 | $1.79M | 1.62% | +574+3.5% | Added |
| Sky Investment Group LLC | 17,305 | $1.81M | 0.33% | −3,345−16.2% | Reduced |
| Pinnacle Associates Ltd | 17,349 | $1.82M | 0.03% | −7,080−29.0% | Reduced |
| TD Waterhouse Canada Inc. | 17,596 | $1.84M | 0.02% | +662+3.9% | Added |
| Hutner Capital Management Inc | 17,716 | $1.86M | 0.79% | −252−1.4% | Reduced |
| Prospera Financial Services Inc | 17,760 | $1.86M | 0.04% | +2,225+14.3% | Added |
| Chiron Capital Management, LLC | 17,805 | $1.87M | 1.70% | +8,996+102.1% | Added |
| Montag A & Associates Inc | 17,595 | $1.87M | 0.09% | −139−0.8% | Reduced |
| Philip James Wealth Mangement, LLC | 18,212 | $1.91M | 0.23% | +18,212 | New |
| Quantinno Capital Management LP | 18,382 | $1.93M | 0.01% | +4,442+31.9% | Added |
| WCG Wealth Advisors LLC | 18,388 | $1.93M | 0.15% | −1,401−7.1% | Reduced |
| Farther Finance Advisors, LLC | 18,680 | $1.95M | 0.05% | +1,423+8.2% | Added |
| Callahan Advisors, LLC | 18,719 | $1.96M | 0.19% | +991+5.6% | Added |
| Beverly Hills Private Wealth, LLC | 18,932 | $1.98M | 0.39% | +1,733+10.1% | Added |
| Benjamin Edwards Inc | 18,962 | $1.99M | 0.03% | +1,893+11.1% | Added |
| TD Private Client Wealth LLC | 19,180 | $2.01M | 0.06% | −100−0.5% | Reduced |
| Optimist Retirement Group LLC | 19,239 | $2.02M | 1.01% | +10,920+131.3% | Added |
| Aigen Investment Management, LP | 19,360 | $2.03M | 0.32% | +19,360 | New |
| GWM Advisors LLC | 19,630 | $2.06M | 0.01% | +634+3.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,669 | $2.06M | 0.01% | +14,019+248.1% | Added |
| Prime Capital Investment Advisors, LLC | 19,802 | $2.08M | 0.02% | −51−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,000 | $2.10M | 0.02% | +20,000 | New |
| Guggenheim Capital LLC | 20,151 | $2.11M | 0.02% | +1,419+7.6% | Added |
| Glenmede Trust Co NA | 20,181 | $2.11M | 0.01% | −5,662−21.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,391 | $2.14M | 0.02% | −4,518−18.1% | Reduced |
| Kornitzer Capital Management Inc | 20,645 | $2.16M | 0.04% | −66,217−76.2% | Reduced |
| Twin Tree Management, LP | 20,835 | $2.18M | 0.05% | +20,835 | New |
| Evelyn Partners Asset Management Ltd | 20,840 | $2.18M | 0.61% | +497+2.4% | Added |
| Eagle Global Advisors LLC | 20,955 | $2.20M | 0.09% | −1,205−5.4% | Reduced |
| Headlands Technologies LLC | 21,084 | $2.21M | 0.25% | +20,205+2,298.6% | Added |
| Old Mission Capital LLC | 21,813 | $2.29M | 0.04% | −113,336−83.9% | Reduced |
| Sit Investment Associates Inc | 22,078 | $2.31M | 0.05% | +638+3.0% | Added |
| Semmax Financial Advisors Inc. | 20,435 | $2.36M | 0.64% | +2,128+11.6% | Added |
| Procyon Private Wealth Partners, LLC | 22,823 | $2.39M | 0.15% | +7,699+50.9% | Added |
| MAI Capital Management | 22,966 | $2.41M | 0.02% | −4,349−15.9% | Reduced |
| WCM Investment Management, LLC | 23,046 | $2.43M | 0.01% | +23,046 | New |
| Bartlett & Co. Wealth Management LLC | 22,949 | $2.45M | 0.04% | −14,375−38.5% | Reduced |
| Dakota Wealth Management | 23,457 | $2.46M | 0.06% | −6,238−21.0% | Reduced |
| Oliver Luxxe Assets LLC | 23,501 | $2.46M | 0.46% | +23,501 | New |
| Logan Capital Management Inc | 23,563 | $2.47M | 0.11% | +858+3.8% | Added |
| R.H. Investment Group, LLC | 23,636 | $2.48M | 2.38% | +1,970+9.1% | Added |
| Synovus Financial Corp | 23,672 | $2.48M | 0.03% | +11,505+94.6% | Added |
| Marble Harbor Investment Counsel, LLC | 23,914 | $2.51M | 0.28% | +1,215+5.4% | Added |
| NewEdge Wealth, LLC | 24,657 | $2.58M | 0.05% | +4,009+19.4% | Added |
| LMR Partners LLP | 25,000 | $2.62M | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25,011 | $2.62M | 0.08% | −81−0.3% | Reduced |
| HB Wealth Management, LLC | 25,306 | $2.65M | 0.02% | +13,619+116.5% | Added |
| Colony Group, LLC | 25,571 | $2.68M | 0.01% | −21,519−45.7% | Reduced |
| Lee Danner & Bass Inc | 25,711 | $2.69M | 0.22% | −318−1.2% | Reduced |
| Morningstar Investment Services LLC | 25,758 | $2.70M | 0.49% | −36,698−58.8% | Reduced |
| Resources Investment Advisors, LLC. | 26,131 | $2.74M | 0.03% | +782+3.1% | Added |
| Pavion Blue Capital, LLC | 26,255 | $2.75M | 1.31% | +361+1.4% | Added |
| Naples Global Advisors, LLC | 25,941 | $2.76M | 0.26% | −2,945−10.2% | Reduced |
| Benedict Financial Advisors Inc | 26,665 | $2.79M | 0.65% | −271−1.0% | Reduced |
| Price T Rowe Associates Inc | 26,681 | $2.80M | 0.00% | −30,081−53.0% | Reduced |
| Tudor Investment Corp Et Al | 27,056 | $2.84M | 0.03% | +27,056 | New |
| Brown Advisory Inc | 27,525 | $2.88M | 0.00% | +4,969+22.0% | Added |