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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 27,176 | $2.90M | 0.03% | +4,594+20.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,743 | $2.91M | 0.01% | −18,064−39.4% | Reduced |
| Kestra Advisory Services, LLC | 27,948 | $2.93M | 0.01% | −1,017−3.5% | Reduced |
| Beacon Investment Advisors LLC | 28,243 | $2.96M | 1.40% | +5,688+25.2% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 28,300 | $2.97M | 0.16% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 28,335 | $2.97M | 0.26% | −248−0.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 28,353 | $2.97M | 1.98% | 00.0% | Unchanged |
| Weik Capital Management | 28,380 | $2.97M | 1.21% | +690+2.5% | Added |
| Blair William & Co | 29,327 | $3.07M | 0.01% | −13,549−31.6% | Reduced |
| HM Payson & Co | 29,848 | $3.13M | 0.05% | −5,993−16.7% | Reduced |
| Value Partners Investments Inc. | 29,921 | $3.14M | 0.27% | +29,921 | New |
| Motco | 30,239 | $3.17M | 0.33% | +574+1.9% | Added |
| Jones Financial Companies LLLP | 30,252 | $3.19M | 0.00% | +1,809+6.4% | Added |
| Graybill Bartz & Assoc Ltd | 30,440 | $3.19M | 1.09% | +30,440 | New |
| Kavar Capital Partners Group, LLC | 30,747 | $3.22M | 0.54% | −1,796−5.5% | Reduced |
| M&T Bank Corp | 30,780 | $3.23M | 0.01% | −643−2.0% | Reduced |
| Banco Santander, S.A. | 30,900 | $3.24M | 0.04% | −1,655−5.1% | Reduced |
| Northwest Bancshares, Inc. | 31,122 | $3.26M | 0.60% | +2,557+9.0% | Added |
| Steward Partners Investment Advisory, LLC | 31,674 | $3.32M | 0.03% | +1,615+5.4% | Added |
| Manning & Napier Advisors LLC | 31,887 | $3.34M | 0.04% | −422−1.3% | Reduced |
| Managed Asset Portfolios, LLC | 32,567 | $3.41M | 0.47% | +275+0.9% | Added |
| Rodgers Brothers Inc. | 33,349 | $3.49M | 0.47% | −800−2.3% | Reduced |
| Creative Planning | 33,749 | $3.54M | 0.00% | −26,930−44.4% | Reduced |
| Infusive Asset Management Inc. | 34,268 | $3.59M | 1.67% | +3,757+12.3% | Added |
| Tanager Wealth Management LLP | 33,993 | $3.62M | 0.47% | +130.0% | Added |
| CIBC Asset Management Inc | 34,534 | $3.62M | 0.01% | +4,021+13.2% | Added |
| D.A. Davidson & Co. | 34,735 | $3.64M | 0.03% | +30,464+713.3% | Added |
| Charles Schwab Investment Management Inc | 35,828 | $3.75M | 0.00% | −1,890−5.0% | Reduced |
| TownSquare Capital, LLC | 35,910 | $3.76M | 0.04% | −1,443−3.9% | Reduced |
| Stony Point Wealth Management Inc. | 36,286 | $3.80M | 1.62% | −1,266−3.4% | Reduced |
| Stephens Inc | 36,319 | $3.81M | 0.06% | +5,447+17.6% | Added |
| FineMark National Bank & Trust | 36,569 | $3.83M | 0.14% | +2,308+6.7% | Added |
| Hillman Capital Management, Inc. | 37,199 | $3.90M | 1.92% | −14,196−27.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 38,127 | $4.00M | 1.11% | +3,704+10.8% | Added |
| Arlington Partners LLC | 38,562 | $4.04M | 1.59% | +35,206+1,049.0% | Added |
| Engineers Gate Manager LP | 38,777 | $4.06M | 0.07% | +38,777 | New |
| Pekin Hardy Strauss, Inc. | 38,779 | $4.06M | 0.49% | −1,284−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,788 | $4.07M | 0.01% | +703+1.8% | Added |
| Moran Wealth Management, LLC | 39,419 | $4.13M | 0.14% | +1,992+5.3% | Added |
| Beacon Pointe Advisors, LLC | 39,538 | $4.14M | 0.05% | +27,016+215.7% | Added |
| Carnegie Capital Asset Management, LLC | 41,036 | $4.18M | 0.10% | +39,348+2,331.0% | Added |
| First Eagle Investment Management, LLC | 40,366 | $4.23M | 0.01% | −3,243−7.4% | Reduced |
| Miracle Mile Advisors, LLC | 40,492 | $4.24M | 0.09% | +9,366+30.1% | Added |
| Virtu Financial LLC | 40,702 | $4.26M | 0.23% | +40,702 | New |
| Warren Averett Asset Management, LLC | 41,118 | $4.31M | 0.05% | −1,916−4.5% | Reduced |
| Timber Creek Capital Management LLC | 41,238 | $4.32M | 1.15% | −350−0.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 41,875 | $4.39M | 0.03% | +41,875 | New |
| Hantz Financial Services, Inc. | 42,100 | $4.41M | 0.08% | +1,130+2.8% | Added |
| TCTC Holdings, LLC | 42,138 | $4.42M | 0.16% | +10,703+34.0% | Added |
| Zions Bancorporation, National Association | 42,141 | $4.42M | 0.28% | +42,141 | New |
| Squarepoint Ops LLC | 42,224 | $4.42M | 0.01% | +16,814+66.2% | Added |
| McGinn Investment Management, Inc. | 44,122 | $4.62M | 3.03% | +3,317+8.1% | Added |
| Ar Asset Management Inc | 44,310 | $4.64M | 1.05% | 00.0% | Unchanged |
| Canoe Financial LP | 45,000 | $4.72M | 0.08% | −8,068,468−99.4% | Reduced |
| Pensionmark Financial Group, LLC | 45,214 | $4.74M | 0.12% | +5,259+13.2% | Added |
| Trust Co of Virginia | 45,416 | $4.76M | 0.44% | −3,170−6.5% | Reduced |
| Thornburg Investment Management Inc | 46,379 | $4.86M | 0.07% | +16,975+57.7% | Added |
| Campbell & CO Investment Adviser LLC | 48,105 | $5.04M | 0.39% | +48,105 | New |
| Guardian Partners Inc. | 45,437 | $5.04M | 0.52% | −1,960−4.1% | Reduced |
| Cerity Partners LLC | 48,662 | $5.10M | 0.01% | +2,436+5.3% | Added |
| Qube Research & Technologies Ltd | 49,030 | $5.14M | 0.01% | +49,030 | New |
| Principal Securities, Inc. | 40,620 | $5.16M | 0.12% | +34+0.1% | Added |
| Addenda Capital Inc. | 48,778 | $5.19M | 0.19% | −253−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 49,594 | $5.20M | 0.13% | +29,680+149.0% | Added |
| Atria Investments LLC | 50,490 | $5.29M | 0.07% | −5,935−10.5% | Reduced |
| National Bank of Canada | 51,513 | $5.40M | 0.01% | +136+0.3% | Added |
| Mariner, LLC | 51,704 | $5.42M | 0.01% | −6,124−10.6% | Reduced |
| Verition Fund Management LLC | 53,289 | $5.58M | 0.03% | +53,289 | New |
| Lincoln Capital LLC | 50,458 | $5.67M | 1.18% | −4,763−8.6% | Reduced |
| Poehling Capital Management, LLC | 55,230 | $5.79M | 1.46% | +1,204+2.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 55,348 | $5.80M | 0.47% | +9,659+21.1% | Added |
| St. James Investment Company, LLC | 55,533 | $5.82M | 0.97% | −86,752−61.0% | Reduced |
| Ameriprise Financial Inc | 55,782 | $5.85M | 0.00% | +594+1.1% | Added |
| US Bancorp | 56,159 | $5.88M | 0.01% | −37,875−40.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 56,825 | $5.95M | 1.74% | +2,637+4.9% | Added |
| Neuberger Berman Group LLC | 57,639 | $6.04M | 0.01% | −5,453−8.6% | Reduced |
| Lafayette Investments, Inc. | 58,316 | $6.11M | 1.29% | +2,075+3.7% | Added |
| Lincluden Management Ltd | 58,498 | $6.13M | 0.78% | +759+1.3% | Added |
| Levin Capital Strategies, L.P. | 58,966 | $6.18M | 0.66% | −25,177−29.9% | Reduced |
| Baird Financial Group, Inc. | 61,523 | $6.45M | 0.01% | +2,088+3.5% | Added |
| NorthCrest Asset Manangement, LLC | 61,723 | $6.47M | 0.20% | +670+1.1% | Added |
| Wedge Capital Management L L P | 62,198 | $6.52M | 0.13% | +806+1.3% | Added |
| Kovitz Investment Group Partners, LLC | 62,464 | $6.55M | 0.03% | −537,167−89.6% | Reduced |
| Captrust Financial Advisors | 62,568 | $6.56M | 0.02% | +25,996+71.1% | Added |
| Live Oak Private Wealth LLC | 63,207 | $6.62M | 1.07% | +3,955+6.7% | Added |
| Pathstone Holdings, LLC | 64,737 | $6.79M | 0.03% | +2,623+4.2% | Added |
| Advisor Group Holdings, Inc. | 70,324 | $7.37M | 0.02% | +2,086+3.1% | Added |
| Assetmark, Inc | 70,820 | $7.42M | 0.02% | +539+0.8% | Added |
| The PNC Financial Services Group, Inc. | 71,807 | $7.52M | 0.00% | −3,230−4.3% | Reduced |
| Coleford Investment Management Ltd. | 71,243 | $7.58M | 2.13% | −691−1.0% | Reduced |
| Sanctuary Advisors, LLC | 72,497 | $7.60M | 0.05% | −5,213−6.7% | Reduced |
| Eldred Rock Partners, LLC | 73,077 | $7.67M | 2.34% | +18,209+33.2% | Added |
| Allied Investment Advisors, LLC | 74,829 | $7.84M | 1.49% | +11,265+17.7% | Added |
| DRH Investments, Inc. | 75,302 | $7.89M | 9.23% | +1,153+1.6% | Added |
| CI Private Wealth, LLC | 78,617 | $8.24M | 0.01% | −23,132−22.7% | Reduced |
| Exencial Wealth Advisors, LLC | 79,545 | $8.34M | 0.31% | +1,350+1.7% | Added |
| Crawford Investment Counsel Inc | 82,186 | $8.61M | 0.15% | +79,324+2,771.6% | Added |
| Brinker Capital Investments, LLC | 83,143 | $8.71M | 0.09% | +24,549+41.9% | Added |
| Orion Portfolio Solutions, LLC | 83,143 | $8.71M | 0.09% | +24,549+41.9% | Added |
| Davenport & Co LLC | 83,767 | $8.78M | 0.05% | −2,482−2.9% | Reduced |