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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 72,497 | $7.60M | 0.05% | −5,213−6.7% | Reduced |
| Coleford Investment Management Ltd. | 71,243 | $7.58M | 2.13% | −691−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 71,807 | $7.52M | 0.00% | −3,230−4.3% | Reduced |
| Assetmark, Inc | 70,820 | $7.42M | 0.02% | +539+0.8% | Added |
| Advisor Group Holdings, Inc. | 70,324 | $7.37M | 0.02% | +2,086+3.1% | Added |
| Pathstone Holdings, LLC | 64,737 | $6.79M | 0.03% | +2,623+4.2% | Added |
| Live Oak Private Wealth LLC | 63,207 | $6.62M | 1.07% | +3,955+6.7% | Added |
| Captrust Financial Advisors | 62,568 | $6.56M | 0.02% | +25,996+71.1% | Added |
| Kovitz Investment Group Partners, LLC | 62,464 | $6.55M | 0.03% | −537,167−89.6% | Reduced |
| Wedge Capital Management L L P | 62,198 | $6.52M | 0.13% | +806+1.3% | Added |
| NorthCrest Asset Manangement, LLC | 61,723 | $6.47M | 0.20% | +670+1.1% | Added |
| Baird Financial Group, Inc. | 61,523 | $6.45M | 0.01% | +2,088+3.5% | Added |
| Levin Capital Strategies, L.P. | 58,966 | $6.18M | 0.66% | −25,177−29.9% | Reduced |
| Lincluden Management Ltd | 58,498 | $6.13M | 0.78% | +759+1.3% | Added |
| Lafayette Investments, Inc. | 58,316 | $6.11M | 1.29% | +2,075+3.7% | Added |
| Neuberger Berman Group LLC | 57,639 | $6.04M | 0.01% | −5,453−8.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 56,825 | $5.95M | 1.74% | +2,637+4.9% | Added |
| US Bancorp | 56,159 | $5.88M | 0.01% | −37,875−40.3% | Reduced |
| Ameriprise Financial Inc | 55,782 | $5.85M | 0.00% | +594+1.1% | Added |
| St. James Investment Company, LLC | 55,533 | $5.82M | 0.97% | −86,752−61.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 55,348 | $5.80M | 0.47% | +9,659+21.1% | Added |
| Poehling Capital Management, LLC | 55,230 | $5.79M | 1.46% | +1,204+2.2% | Added |
| Lincoln Capital LLC | 50,458 | $5.67M | 1.18% | −4,763−8.6% | Reduced |
| Verition Fund Management LLC | 53,289 | $5.58M | 0.03% | +53,289 | New |
| Mariner, LLC | 51,704 | $5.42M | 0.01% | −6,124−10.6% | Reduced |
| National Bank of Canada | 51,513 | $5.40M | 0.01% | +136+0.3% | Added |
| Atria Investments LLC | 50,490 | $5.29M | 0.07% | −5,935−10.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 49,594 | $5.20M | 0.13% | +29,680+149.0% | Added |
| Addenda Capital Inc. | 48,778 | $5.19M | 0.19% | −253−0.5% | Reduced |
| Principal Securities, Inc. | 40,620 | $5.16M | 0.12% | +34+0.1% | Added |
| Qube Research & Technologies Ltd | 49,030 | $5.14M | 0.01% | +49,030 | New |
| Cerity Partners LLC | 48,662 | $5.10M | 0.01% | +2,436+5.3% | Added |
| Guardian Partners Inc. | 45,437 | $5.04M | 0.52% | −1,960−4.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 48,105 | $5.04M | 0.39% | +48,105 | New |
| Thornburg Investment Management Inc | 46,379 | $4.86M | 0.07% | +16,975+57.7% | Added |
| Trust Co of Virginia | 45,416 | $4.76M | 0.44% | −3,170−6.5% | Reduced |
| Pensionmark Financial Group, LLC | 45,214 | $4.74M | 0.12% | +5,259+13.2% | Added |
| Canoe Financial LP | 45,000 | $4.72M | 0.08% | −8,068,468−99.4% | Reduced |
| Ar Asset Management Inc | 44,310 | $4.64M | 1.05% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 44,122 | $4.62M | 3.03% | +3,317+8.1% | Added |
| Squarepoint Ops LLC | 42,224 | $4.42M | 0.01% | +16,814+66.2% | Added |
| Zions Bancorporation, National Association | 42,141 | $4.42M | 0.28% | +42,141 | New |
| TCTC Holdings, LLC | 42,138 | $4.42M | 0.16% | +10,703+34.0% | Added |
| Hantz Financial Services, Inc. | 42,100 | $4.41M | 0.08% | +1,130+2.8% | Added |
| Beutel, Goodman & Co Ltd. | 41,875 | $4.39M | 0.03% | +41,875 | New |
| Timber Creek Capital Management LLC | 41,238 | $4.32M | 1.15% | −350−0.8% | Reduced |
| Warren Averett Asset Management, LLC | 41,118 | $4.31M | 0.05% | −1,916−4.5% | Reduced |
| Virtu Financial LLC | 40,702 | $4.26M | 0.23% | +40,702 | New |
| Miracle Mile Advisors, LLC | 40,492 | $4.24M | 0.09% | +9,366+30.1% | Added |
| First Eagle Investment Management, LLC | 40,366 | $4.23M | 0.01% | −3,243−7.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 41,036 | $4.18M | 0.10% | +39,348+2,331.0% | Added |
| Beacon Pointe Advisors, LLC | 39,538 | $4.14M | 0.05% | +27,016+215.7% | Added |
| Moran Wealth Management, LLC | 39,419 | $4.13M | 0.14% | +1,992+5.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,788 | $4.07M | 0.01% | +703+1.8% | Added |
| Pekin Hardy Strauss, Inc. | 38,779 | $4.06M | 0.49% | −1,284−3.2% | Reduced |
| Engineers Gate Manager LP | 38,777 | $4.06M | 0.07% | +38,777 | New |
| Arlington Partners LLC | 38,562 | $4.04M | 1.59% | +35,206+1,049.0% | Added |
| Blue Zone Wealth Advisors, LLC | 38,127 | $4.00M | 1.11% | +3,704+10.8% | Added |
| Hillman Capital Management, Inc. | 37,199 | $3.90M | 1.92% | −14,196−27.6% | Reduced |
| FineMark National Bank & Trust | 36,569 | $3.83M | 0.14% | +2,308+6.7% | Added |
| Stephens Inc | 36,319 | $3.81M | 0.06% | +5,447+17.6% | Added |
| Stony Point Wealth Management Inc. | 36,286 | $3.80M | 1.62% | −1,266−3.4% | Reduced |
| TownSquare Capital, LLC | 35,910 | $3.76M | 0.04% | −1,443−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 35,828 | $3.75M | 0.00% | −1,890−5.0% | Reduced |
| D.A. Davidson & Co. | 34,735 | $3.64M | 0.03% | +30,464+713.3% | Added |
| CIBC Asset Management Inc | 34,534 | $3.62M | 0.01% | +4,021+13.2% | Added |
| Tanager Wealth Management LLP | 33,993 | $3.62M | 0.47% | +130.0% | Added |
| Infusive Asset Management Inc. | 34,268 | $3.59M | 1.67% | +3,757+12.3% | Added |
| Creative Planning | 33,749 | $3.54M | 0.00% | −26,930−44.4% | Reduced |
| Rodgers Brothers Inc. | 33,349 | $3.49M | 0.47% | −800−2.3% | Reduced |
| Managed Asset Portfolios, LLC | 32,567 | $3.41M | 0.47% | +275+0.9% | Added |
| Manning & Napier Advisors LLC | 31,887 | $3.34M | 0.04% | −422−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,674 | $3.32M | 0.03% | +1,615+5.4% | Added |
| Northwest Bancshares, Inc. | 31,122 | $3.26M | 0.60% | +2,557+9.0% | Added |
| Banco Santander, S.A. | 30,900 | $3.24M | 0.04% | −1,655−5.1% | Reduced |
| M&T Bank Corp | 30,780 | $3.23M | 0.01% | −643−2.0% | Reduced |
| Kavar Capital Partners Group, LLC | 30,747 | $3.22M | 0.54% | −1,796−5.5% | Reduced |
| Graybill Bartz & Assoc Ltd | 30,440 | $3.19M | 1.09% | +30,440 | New |
| Jones Financial Companies LLLP | 30,252 | $3.19M | 0.00% | +1,809+6.4% | Added |
| Motco | 30,239 | $3.17M | 0.33% | +574+1.9% | Added |
| Value Partners Investments Inc. | 29,921 | $3.14M | 0.27% | +29,921 | New |
| HM Payson & Co | 29,848 | $3.13M | 0.05% | −5,993−16.7% | Reduced |
| Blair William & Co | 29,327 | $3.07M | 0.01% | −13,549−31.6% | Reduced |
| Weik Capital Management | 28,380 | $2.97M | 1.21% | +690+2.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 28,353 | $2.97M | 1.98% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 28,335 | $2.97M | 0.26% | −248−0.9% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 28,300 | $2.97M | 0.16% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 28,243 | $2.96M | 1.40% | +5,688+25.2% | Added |
| Kestra Advisory Services, LLC | 27,948 | $2.93M | 0.01% | −1,017−3.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 27,743 | $2.91M | 0.01% | −18,064−39.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,176 | $2.90M | 0.03% | +4,594+20.3% | Added |
| Brown Advisory Inc | 27,525 | $2.88M | 0.00% | +4,969+22.0% | Added |
| Tudor Investment Corp Et Al | 27,056 | $2.84M | 0.03% | +27,056 | New |
| Price T Rowe Associates Inc | 26,681 | $2.80M | 0.00% | −30,081−53.0% | Reduced |
| Benedict Financial Advisors Inc | 26,665 | $2.79M | 0.65% | −271−1.0% | Reduced |
| Naples Global Advisors, LLC | 25,941 | $2.76M | 0.26% | −2,945−10.2% | Reduced |
| Pavion Blue Capital, LLC | 26,255 | $2.75M | 1.31% | +361+1.4% | Added |
| Resources Investment Advisors, LLC. | 26,131 | $2.74M | 0.03% | +782+3.1% | Added |
| Morningstar Investment Services LLC | 25,758 | $2.70M | 0.49% | −36,698−58.8% | Reduced |
| Lee Danner & Bass Inc | 25,711 | $2.69M | 0.22% | −318−1.2% | Reduced |