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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 25,571 | $2.68M | 0.01% | −21,519−45.7% | Reduced |
| HB Wealth Management, LLC | 25,306 | $2.65M | 0.02% | +13,619+116.5% | Added |
| Tower Research Capital LLC (TRC) | 25,011 | $2.62M | 0.08% | −81−0.3% | Reduced |
| LMR Partners LLP | 25,000 | $2.62M | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 24,657 | $2.58M | 0.05% | +4,009+19.4% | Added |
| Marble Harbor Investment Counsel, LLC | 23,914 | $2.51M | 0.28% | +1,215+5.4% | Added |
| Synovus Financial Corp | 23,672 | $2.48M | 0.03% | +11,505+94.6% | Added |
| R.H. Investment Group, LLC | 23,636 | $2.48M | 2.38% | +1,970+9.1% | Added |
| Logan Capital Management Inc | 23,563 | $2.47M | 0.11% | +858+3.8% | Added |
| Oliver Luxxe Assets LLC | 23,501 | $2.46M | 0.46% | +23,501 | New |
| Dakota Wealth Management | 23,457 | $2.46M | 0.06% | −6,238−21.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,949 | $2.45M | 0.04% | −14,375−38.5% | Reduced |
| WCM Investment Management, LLC | 23,046 | $2.43M | 0.01% | +23,046 | New |
| MAI Capital Management | 22,966 | $2.41M | 0.02% | −4,349−15.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 22,823 | $2.39M | 0.15% | +7,699+50.9% | Added |
| Semmax Financial Advisors Inc. | 20,435 | $2.36M | 0.64% | +2,128+11.6% | Added |
| Sit Investment Associates Inc | 22,078 | $2.31M | 0.05% | +638+3.0% | Added |
| Old Mission Capital LLC | 21,813 | $2.29M | 0.04% | −113,336−83.9% | Reduced |
| Headlands Technologies LLC | 21,084 | $2.21M | 0.25% | +20,205+2,298.6% | Added |
| Eagle Global Advisors LLC | 20,955 | $2.20M | 0.09% | −1,205−5.4% | Reduced |
| Evelyn Partners Asset Management Ltd | 20,840 | $2.18M | 0.61% | +497+2.4% | Added |
| Twin Tree Management, LP | 20,835 | $2.18M | 0.05% | +20,835 | New |
| Kornitzer Capital Management Inc | 20,645 | $2.16M | 0.04% | −66,217−76.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 20,391 | $2.14M | 0.02% | −4,518−18.1% | Reduced |
| Glenmede Trust Co NA | 20,181 | $2.11M | 0.01% | −5,662−21.9% | Reduced |
| Guggenheim Capital LLC | 20,151 | $2.11M | 0.02% | +1,419+7.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,000 | $2.10M | 0.02% | +20,000 | New |
| Prime Capital Investment Advisors, LLC | 19,802 | $2.08M | 0.02% | −51−0.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 19,669 | $2.06M | 0.01% | +14,019+248.1% | Added |
| GWM Advisors LLC | 19,630 | $2.06M | 0.01% | +634+3.3% | Added |
| Aigen Investment Management, LP | 19,360 | $2.03M | 0.32% | +19,360 | New |
| Optimist Retirement Group LLC | 19,239 | $2.02M | 1.01% | +10,920+131.3% | Added |
| TD Private Client Wealth LLC | 19,180 | $2.01M | 0.06% | −100−0.5% | Reduced |
| Benjamin Edwards Inc | 18,962 | $1.99M | 0.03% | +1,893+11.1% | Added |
| Beverly Hills Private Wealth, LLC | 18,932 | $1.98M | 0.39% | +1,733+10.1% | Added |
| Callahan Advisors, LLC | 18,719 | $1.96M | 0.19% | +991+5.6% | Added |
| Farther Finance Advisors, LLC | 18,680 | $1.95M | 0.05% | +1,423+8.2% | Added |
| WCG Wealth Advisors LLC | 18,388 | $1.93M | 0.15% | −1,401−7.1% | Reduced |
| Quantinno Capital Management LP | 18,382 | $1.93M | 0.01% | +4,442+31.9% | Added |
| Philip James Wealth Mangement, LLC | 18,212 | $1.91M | 0.23% | +18,212 | New |
| Montag A & Associates Inc | 17,595 | $1.87M | 0.09% | −139−0.8% | Reduced |
| Chiron Capital Management, LLC | 17,805 | $1.87M | 1.70% | +8,996+102.1% | Added |
| Prospera Financial Services Inc | 17,760 | $1.86M | 0.04% | +2,225+14.3% | Added |
| Hutner Capital Management Inc | 17,716 | $1.86M | 0.79% | −252−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 17,596 | $1.84M | 0.02% | +662+3.9% | Added |
| Pinnacle Associates Ltd | 17,349 | $1.82M | 0.03% | −7,080−29.0% | Reduced |
| Sky Investment Group LLC | 17,305 | $1.81M | 0.33% | −3,345−16.2% | Reduced |
| DMKC Advisory Services, LLC | 17,126 | $1.79M | 1.62% | +574+3.5% | Added |
| Central Trust Co | 17,001 | $1.78M | 0.04% | −591−3.4% | Reduced |
| Tevis Investment Management | 13,869 | $1.76M | 1.31% | 00.0% | Unchanged |
| Trexquant Investment LP | 16,598 | $1.74M | 0.02% | −4,003−19.4% | Reduced |
| Mutual Advisors, LLC | 15,541 | $1.72M | 0.05% | −680−4.2% | Reduced |
| Sepio Capital, LP | 16,324 | $1.71M | 0.14% | −2,300−12.3% | Reduced |
| Voya Financial Advisors, Inc. | 16,180 | $1.71M | 0.19% | +344+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 16,210 | $1.70M | 0.00% | −6,821−29.6% | Reduced |
| Sofos Investments, Inc. | 16,014 | $1.68M | 0.37% | +16,014 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 15,928 | $1.67M | 1.23% | 00.0% | Unchanged |
| Fiduciary Trust Co | 15,887 | $1.66M | 0.02% | −882−5.3% | Reduced |
| JustInvest LLC | 15,640 | $1.64M | 0.02% | −2,091−11.8% | Reduced |
| Kennedy Investment Group | 15,491 | $1.62M | 0.75% | −1,686−9.8% | Reduced |
| Horan Capital Advisors, LLC. | 15,464 | $1.62M | 0.55% | −215−1.4% | Reduced |
| Ethic Inc. | 15,392 | $1.61M | 0.03% | −13,824−47.3% | Reduced |
| JLB & Associates Inc | 15,304 | $1.60M | 0.22% | −1,661−9.8% | Reduced |
| Maia Wealth LLC | 14,310 | $1.58M | 0.36% | +1,198+9.1% | Added |
| Lantz Financial LLC | 15,082 | $1.58M | 0.43% | −442−2.8% | Reduced |
| Oppenheimer & Co Inc | 15,032 | $1.58M | 0.02% | −1,577−9.5% | Reduced |
| Trust Co of Vermont | 14,999 | $1.57M | 0.08% | −5,472−26.7% | Reduced |
| Avantax Advisory Services, Inc. | 14,900 | $1.56M | 0.01% | +2,016+15.6% | Added |
| Rockefeller Capital Management L.P. | 14,765 | $1.55M | 0.00% | −3,527−19.3% | Reduced |
| Concurrent Investment Advisors, LLC | 14,575 | $1.53M | 0.04% | −654−4.3% | Reduced |
| Simplex Trading, LLC | 14,478 | $1.52M | 0.05% | +184+1.3% | Added |
| Pine Valley Investments Ltd Liability Co | 14,072 | $1.48M | 0.09% | 00.0% | Unchanged |
| Old Port Advisors | 14,059 | $1.47M | 0.44% | +911+6.9% | Added |
| Walleye Capital LLC | 14,031 | $1.47M | 0.02% | +13,844+7,403.2% | Added |
| Entropy Technologies, LP | 13,997 | $1.47M | 0.14% | +7,738+123.6% | Added |
| Scientech Research LLC | 13,878 | $1.45M | 0.38% | +13,878 | New |
| Searle & Co. | 13,853 | $1.45M | 0.41% | −700−4.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,771 | $1.44M | 0.01% | +13,771 | New |
| Highland Capital Management, LLC | 13,710 | $1.44M | 0.09% | −900−6.2% | Reduced |
| Moors & Cabot, Inc. | 13,696 | $1.44M | 0.07% | −2,246−14.1% | Reduced |
| Fisher Asset Management, LLC | 13,561 | $1.42M | 0.00% | −210,206−93.9% | Reduced |
| Atria Wealth Solutions, Inc. | 13,291 | $1.41M | 0.02% | −7,200−35.1% | Reduced |
| Integrated Wealth Concepts LLC | 13,407 | $1.40M | 0.02% | −1,484−10.0% | Reduced |
| Colonial Trust Advisors | 13,381 | $1.40M | 0.12% | −3,489−20.7% | Reduced |
| Courier Capital LLC | 13,274 | $1.39M | 0.09% | −125−0.9% | Reduced |
| Keybank National Association | 13,270 | $1.39M | 0.01% | −3,931−22.9% | Reduced |
| Dodge & Cox | 13,197 | $1.38M | 0.00% | −314−2.3% | Reduced |
| South State Corp. | 13,175 | $1.38M | 0.06% | −254−1.9% | Reduced |
| Bleakley Financial Group, LLC | 13,112 | $1.37M | 0.04% | +801+6.5% | Added |
| Citizens National Bank Trust Department | 13,075 | $1.37M | 0.29% | −620−4.5% | Reduced |
| BCGM Wealth Management, LLC | 12,950 | $1.36M | 0.42% | +695+5.7% | Added |
| Advisory Services Network, LLC | 12,888 | $1.35M | 0.03% | −1,873−12.7% | Reduced |
| Bank of Nova Scotia | 12,871 | $1.35M | 0.00% | −1,281−9.1% | Reduced |
| Mystic Asset Management, Inc. | 12,629 | $1.32M | 0.35% | −400−3.1% | Reduced |
| Naviter Wealth, LLC | 12,310 | $1.32M | 0.16% | −432−3.4% | Reduced |
| Argent Trust Co | 12,136 | $1.27M | 0.05% | +207+1.7% | Added |
| Auxier Asset Management | 12,116 | $1.27M | 0.19% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 12,113 | $1.27M | 0.18% | −799−6.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 12,079 | $1.27M | 0.24% | −28,699−70.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,817 | $1.24M | 0.10% | −1,533−11.5% | Reduced |