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 |
|---|---|---|---|---|---|
| Westhampton Capital, LLC | 11,779 | $1.23M | 0.67% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 9,929 | $1.23M | 0.62% | +189+1.9% | Added |
| CoreCap Advisors, LLC | 11,737 | $1.23M | 0.05% | +499+4.4% | Added |
| Founders Financial Securities LLC | 11,027 | $1.23M | 0.10% | +1,663+17.8% | Added |
| Perennial Advisors, LLC | 11,663 | $1.22M | 0.24% | +444+4.0% | Added |
| QRG Capital Management, Inc. | 11,597 | $1.22M | 0.01% | +767+7.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 11,566 | $1.21M | 0.00% | +635+5.8% | Added |
| Ingalls & Snyder LLC | 11,478 | $1.20M | 0.04% | +4,800+71.9% | Added |
| Ancora Advisors, LLC | 11,290 | $1.18M | 0.03% | −1,577−12.3% | Reduced |
| Fulton Bank, N.A. | 11,199 | $1.17M | 0.05% | +170+1.5% | Added |
| Adviser Investments LLC | 11,193 | $1.17M | 0.01% | −4,113−26.9% | Reduced |
| Premier Path Wealth Partners, LLC | 11,047 | $1.16M | 0.18% | +760+7.4% | Added |
| Horizon Investments, LLC | 10,844 | $1.14M | 0.03% | +1,607+17.4% | Added |
| Crossmark Global Holdings, Inc. | 10,819 | $1.13M | 0.02% | +335+3.2% | Added |
| Commerce Bank | 10,782 | $1.13M | 0.01% | −822−7.1% | Reduced |
| We Are One Seven, LLC | 10,724 | $1.12M | 0.04% | −788−6.8% | Reduced |
| Park Avenue Securities LLC | 10,645 | $1.12M | 0.01% | +400+3.9% | Added |
| Knollwood Investment Advisory, LLC | 10,597 | $1.11M | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co | 10,336 | $1.08M | 0.02% | −499−4.6% | Reduced |
| Accretive Wealth Partners, LLC | 9,445 | $1.08M | 0.38% | +1,580+20.1% | Added |
| Buttonwood Financial Advisors Inc. | 10,205 | $1.07M | 0.47% | +2,745+36.8% | Added |
| 1832 Asset Management L.P. | 10,139 | $1.06M | 0.00% | −1,313−11.5% | Reduced |
| Nuveen, LLC | 10,112 | $1.06M | 0.00% | +10,112 | New |
| Bradyco, Inc. | 10,090 | $1.06M | 0.80% | −1,512−13.0% | Reduced |
| Boston Trust Walden Corp | 10,031 | $1.05M | 0.01% | −16,655−62.4% | Reduced |
| Martin Capital Partners, LLC | 9,983 | $1.05M | 1.25% | +9,983 | New |
| First Bank & Trust | 9,955 | $1.04M | 0.20% | +1,433+16.8% | Added |
| Councilmark Asset Management, LLC | 9,934 | $1.04M | 0.70% | 00.0% | Unchanged |
| Brookmont Capital Management | 9,920 | $1.04M | 0.59% | −363−3.5% | Reduced |
| HF Advisory Group, LLC | 9,822 | $1.03M | 0.45% | +1,351+15.9% | Added |
| Country Club Bank | 9,547 | $1.01M | 0.07% | −1,110−10.4% | Reduced |
| Bahl & Gaynor Inc | 9,597 | $1.01M | 0.01% | −2,005−17.3% | Reduced |
| Milestone Asset Management, LLC | 9,534 | $999.1K | 0.21% | −311−3.2% | Reduced |
| V-Square Quantitative Management LLC | 9,419 | $987.0K | 0.14% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 9,341 | $978.8K | 0.08% | −101,266−91.6% | Reduced |
| Daymark Wealth Partners, LLC | 9,314 | $976.0K | 0.04% | +19+0.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,221 | $966.3K | 0.03% | −27,404−74.8% | Reduced |
| Cape Investment Advisory, Inc. | 9,209 | $965.0K | 0.38% | −493−5.1% | Reduced |
| Parvin Asset Management, LLC | 9,135 | $957.3K | 1.07% | −700−7.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,084 | $951.9K | 0.09% | −1,946−17.6% | Reduced |
| Mercer Global Advisors Inc | 9,025 | $945.9K | 0.00% | −2,897−24.3% | Reduced |
| Sterling Capital Management LLC | 8,879 | $930.4K | 0.01% | +1,942+28.0% | Added |
| William Allan, LLC | 8,820 | $924.2K | 0.58% | +126+1.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,794 | $921.5K | 0.12% | +1,576+21.8% | Added |
| Radnor Capital Management, LLC | 8,731 | $915.0K | 0.15% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 8,604 | $914.5K | 0.80% | +353+4.3% | Added |
| Woodmont Investment Counsel LLC | 8,452 | $885.7K | 0.06% | −1,211−12.5% | Reduced |
| Hamel Associates, Inc. | 8,440 | $884.5K | 0.30% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,398 | $880.0K | 0.01% | −761−8.3% | Reduced |
| TD Asset Management Inc | 8,370 | $877.1K | 0.00% | −11−0.1% | Reduced |
| Toronto Dominion Bank | 8,322 | $872.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 8,180 | $870.4K | 0.00% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 7,806 | $868.0K | 0.36% | −1,715−18.0% | Reduced |
| Koss-Olinger Consulting, LLC | 8,286 | $868.0K | 0.07% | +8,286 | New |
| Private Advisor Group, LLC | 8,267 | $866.3K | 0.01% | +528+6.8% | Added |
| Narwhal Capital Management | 8,192 | $858.4K | 0.08% | −1,505−15.5% | Reduced |
| Geneos Wealth Management Inc. | 8,184 | $857.7K | 0.03% | +1,326+19.3% | Added |
| Euro Pacific Asset Management, LLC | 8,075 | $853.0K | 0.15% | −191−2.3% | Reduced |
| Joel Isaacson & Co., LLC | 7,975 | $835.7K | 0.04% | −218−2.7% | Reduced |
| Snowden Capital Advisors LLC | 7,852 | $835.6K | 0.03% | −22,439−74.1% | Reduced |
| Raleigh Capital Management Inc. | 7,953 | $833.4K | 0.38% | +265+3.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,935 | $831.5K | 0.08% | −566−6.7% | Reduced |
| Keystone Financial Group | 7,871 | $824.8K | 0.08% | −232−2.9% | Reduced |
| Verdence Capital Advisors LLC | 7,865 | $824.1K | 0.06% | −185−2.3% | Reduced |
| Bull Street Advisors, LLC | 7,815 | $819.0K | 0.39% | 00.0% | Unchanged |
| Core Alternative Capital | 7,815 | $818.9K | 0.20% | −8,248−51.3% | Reduced |
| GeoWealth Management, LLC | 7,806 | $818.0K | 0.03% | +862+12.4% | Added |
| Parallel Advisors, LLC | 7,783 | $815.6K | 0.02% | +1,505+24.0% | Added |
| Advisors Asset Management, Inc. | 7,720 | $809.0K | 0.02% | −627−7.5% | Reduced |
| Bryn Mawr Trust Co | 7,641 | $800.7K | 0.01% | −2,397−23.9% | Reduced |
| Addison Capital Co | 7,572 | $793.5K | 0.31% | −440−5.5% | Reduced |
| Grove Bank & Trust | 7,560 | $792.2K | 0.11% | +98+1.3% | Added |
| Modera Wealth Management, LLC | 7,554 | $791.6K | 0.01% | −84−1.1% | Reduced |
| Centaurus Financial, Inc. | 7,501 | $786.0K | 0.05% | +1,907+34.1% | Added |
| First Horizon Advisors, Inc. | 7,435 | $779.1K | 0.02% | +4+0.1% | Added |
| Jacobi Capital Management LLC | 7,034 | $737.1K | 0.05% | +994+16.5% | Added |
| Vontobel Holding Ltd. | 7,000 | $733.5K | 0.00% | +7,000 | New |
| Whittier Trust Co of Nevada Inc | 6,970 | $730.4K | 0.02% | −2,394−25.6% | Reduced |
| Sigma Planning Corp | 6,969 | $730.3K | 0.02% | +284+4.2% | Added |
| Unique Wealth Strategies, LLC | 6,944 | $727.7K | 0.33% | +688+11.0% | Added |
| Knoll Capital Management, LLC | 6,750 | $707.3K | 0.46% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,730 | $705.2K | 0.01% | −160−2.3% | Reduced |
| Weatherly Asset Management L. P. | 6,569 | $699.0K | 0.06% | −275−4.0% | Reduced |
| West Coast Financial LLC | 6,615 | $693.2K | 0.08% | −1,435−17.8% | Reduced |
| Quadrant Capital Group LLC | 6,557 | $687.3K | 0.03% | +923+16.4% | Added |
| Diversify Wealth Management, LLC | 6,092 | $675.6K | 0.05% | +322+5.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,447 | $675.6K | 0.31% | +21+0.3% | Added |
| Walleye Trading LLC | 6,439 | $674.7K | 0.02% | +5,431+538.8% | Added |
| Stonebridge Capital Advisors LLC | 6,429 | $673.6K | 0.05% | −1,321−17.0% | Reduced |
| Fifth Third Bancorp | 6,374 | $667.9K | 0.00% | −3,404−34.8% | Reduced |
| Yousif Capital Management, LLC | 6,278 | $657.9K | 0.01% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 6,249 | $655.0K | 0.30% | +1,303+26.3% | Added |
| National Asset Management, Inc. | 6,204 | $650.1K | 0.02% | +68+1.1% | Added |
| CAPROCK Group, Inc. | 6,084 | $645.8K | 0.02% | −88−1.4% | Reduced |
| Sapient Capital LLC | 6,032 | $641.9K | 0.01% | +11+0.2% | Added |
| St. Nicholas Private Asset Management, Inc | 6,065 | $635.6K | 0.60% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 6,000 | $628.7K | 0.13% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 6,000 | $628.7K | 0.25% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 5,986 | $627.3K | 0.08% | +115+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 5,864 | $624.9K | 0.02% | −609−9.4% | Reduced |