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 |
|---|---|---|---|---|---|
| Three Bridge Wealth Advisors, LLC | 5,794 | $616.6K | 0.21% | +547+10.4% | Added |
| Haverford Trust Co | 5,868 | $614.9K | 0.01% | −2,107−26.4% | Reduced |
| Ervin Investment Management, LLC | 5,861 | $614.2K | 0.41% | −490−7.7% | Reduced |
| Catalytic Wealth RIA, LLC | 5,764 | $604.0K | 0.11% | +590+11.4% | Added |
| Catalyst Capital Advisors LLC | 5,739 | $601.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 5,718 | $599.2K | 0.00% | −1,557−21.4% | Reduced |
| Axxcess Wealth Management, LLC | 5,688 | $596.1K | 0.02% | +275+5.1% | Added |
| Pinnacle Financial Partners Inc | 5,650 | $592.1K | 0.01% | −46,623−89.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,634 | $590.5K | 0.30% | +140+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 5,624 | $587.8K | 0.00% | +2,762+96.5% | Added |
| Bangor Savings Bank | 5,544 | $581.0K | 0.05% | −515−8.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 5,533 | $579.8K | 0.09% | −136−2.4% | Reduced |
| Welch Group, LLC | 5,500 | $579.6K | 0.03% | 00.0% | Unchanged |
| Raelipskie Partnership | 5,521 | $578.5K | 0.30% | +50+0.9% | Added |
| SageView Advisory Group, LLC | 5,450 | $571.1K | 0.02% | +89+1.7% | Added |
| Cullen/Frost Bankers, Inc. | 5,447 | $570.8K | 0.01% | +117+2.2% | Added |
| Coppell Advisory Solutions LLC | 5,123 | $568.1K | 0.08% | −1,170−18.6% | Reduced |
| Rossmore Private Capital | 5,354 | $561.0K | 0.07% | −409−7.1% | Reduced |
| Kestra Private Wealth Services, LLC | 5,345 | $560.1K | 0.01% | +110+2.1% | Added |
| Foundations Investment Advisors, LLC | 5,304 | $555.9K | 0.01% | −1,870−26.1% | Reduced |
| Venture Visionary Partners LLC | 5,294 | $554.8K | 0.02% | +305+6.1% | Added |
| Crux Wealth Advisors | 5,280 | $553.3K | 0.29% | +973+22.6% | Added |
| Salvus Wealth Management, LLC | 5,200 | $544.9K | 0.34% | −1,876−26.5% | Reduced |
| Canandaigua National Bank & Trust Co | 5,160 | $540.7K | 0.05% | −489−8.7% | Reduced |
| Auxano Advisors, LLC | 5,148 | $539.5K | 0.14% | +1,758+51.9% | Added |
| Compass Wealth Management LLC | 5,123 | $536.8K | 0.14% | −42−0.8% | Reduced |
| Norden Group LLC | 5,116 | $536.1K | 0.06% | −376−6.8% | Reduced |
| Thoroughbred Financial Services, LLC | 5,091 | $533.0K | 0.03% | −775−13.2% | Reduced |
| Transcend Wealth Collective, LLC | 5,057 | $529.9K | 0.04% | −194−3.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,055 | $529.7K | 0.37% | −166−3.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,053 | $529.5K | 0.21% | +1,315+35.2% | Added |
| Sandy Spring Bank | 5,050 | $529.2K | 0.02% | −3,606−41.7% | Reduced |
| Insigneo Advisory Services, LLC | 5,029 | $527.0K | 0.05% | +544+12.1% | Added |
| Merit Financial Group, LLC | 5,024 | $526.5K | 0.01% | +3,024+151.2% | Added |
| Valeo Financial Advisors, LLC | 30,880 | $526.2K | 0.01% | −1,132−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 4,961 | $519.8K | 0.01% | +958+23.9% | Added |
| RSM US Wealth Management LLC | 4,863 | $519.7K | 0.01% | −1,906−28.2% | Reduced |
| Pacer Advisors, Inc. | 4,958 | $519.5K | 0.00% | +238+5.0% | Added |
| Portside Wealth Group, LLC | 4,957 | $519.4K | 0.08% | +320+6.9% | Added |
| HighPoint Advisor Group LLC | 4,675 | $518.5K | 0.03% | +774+19.8% | Added |
| Potomac Fund Management Inc | 4,710 | $516.6K | 0.23% | +635+15.6% | Added |
| Profund Advisors LLC | 4,853 | $508.5K | 0.02% | +1,693+53.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,850 | $508.2K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 4,838 | $507.0K | 0.08% | −911−15.8% | Reduced |
| Rhumbline Advisers | 4,783 | $501.2K | 0.00% | +299+6.7% | Added |
| AE Wealth Management LLC | 4,782 | $501.1K | 0.00% | +44+0.9% | Added |
| MQS Management LLC | 4,763 | $499.1K | 0.29% | +4,763 | New |
| H&H Retirement Design & Management INC | 4,540 | $498.0K | 0.33% | 00.0% | Unchanged |
| Boston Family Office LLC | 4,750 | $498.0K | 0.04% | −300−5.9% | Reduced |
| Private Wealth Asset Management, LLC | 4,686 | $491.0K | 0.07% | +4,686 | New |
| Brown Miller Wealth Management, LLC | 4,684 | $490.8K | 0.17% | +4,684 | New |
| Generation Capital Management LLC | 4,655 | $487.8K | 0.44% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 4,638 | $486.0K | 0.11% | −2,670−36.5% | Reduced |
| Stock Yards Bank & Trust Co | 4,624 | $484.6K | 0.02% | −1,132−19.7% | Reduced |
| Reuter James Wealth Management, LLC | 4,591 | $481.1K | 0.08% | −45−1.0% | Reduced |
| Intrust Bank NA | 4,559 | $477.7K | 0.05% | +531+13.2% | Added |
| J.W. Cole Advisors, Inc. | 4,550 | $476.8K | 0.01% | +4,550 | New |
| Wynn Capital, LLC | 4,532 | $474.9K | 0.28% | +755+20.0% | Added |
| FSB Premier Wealth Management, Inc. | 4,471 | $468.6K | 0.18% | +964+27.5% | Added |
| LVW Advisors, LLC | 4,447 | $466.0K | 0.06% | −142−3.1% | Reduced |
| Ballentine Partners, LLC | 4,442 | $465.5K | 0.01% | −2,874−39.3% | Reduced |
| Stokes Family Office, LLC | 4,382 | $459.2K | 0.05% | −2,554−36.8% | Reduced |
| Quadcap Wealth Management, LLC | 4,374 | $458.4K | 0.07% | −1,366−23.8% | Reduced |
| Congress Wealth Management LLC | 4,349 | $457.3K | 0.01% | +4,349 | New |
| Wealth Alliance | 4,342 | $455.0K | 0.06% | −3,107−41.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,340 | $454.8K | 0.04% | +2,077+91.8% | Added |
| Brandes Investment Partners, LP | 4,332 | $453.9K | 0.00% | −19−0.4% | Reduced |
| SBI Securities Co., Ltd. | 4,312 | $451.9K | 0.02% | +498+13.1% | Added |
| Bearing Point Capital, LLC | 4,290 | $449.5K | 0.10% | −24,217−85.0% | Reduced |
| DecisionMap Wealth Management, LLC | 4,279 | $448.4K | 0.34% | +541+14.5% | Added |
| Cary Street Partners Financial LLC | 4,267 | $447.2K | 0.01% | −1,553−26.7% | Reduced |
| Essex Financial Services, Inc. | 4,257 | $446.1K | 0.03% | −4−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 4,234 | $443.7K | 0.09% | −42−1.0% | Reduced |
| Heritage Wealth Advisors | 4,220 | $442.2K | 0.02% | −408−8.8% | Reduced |
| Vident Advisory, LLC | 4,210 | $441.2K | 0.01% | +1,200+39.9% | Added |
| United Community Bank | 4,195 | $439.6K | 0.16% | −415−9.0% | Reduced |
| Tower Bridge Advisors | 4,190 | $439.1K | 0.05% | −38,687−90.2% | Reduced |
| Independence Bank of Kentucky | 4,183 | $438.3K | 0.07% | −60−1.4% | Reduced |
| Phraction Management LLC | 4,180 | $438.0K | 0.15% | −5,443−56.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,117 | $438.0K | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,164 | $436.4K | 0.01% | +66+1.6% | Added |
| Greenleaf Trust | 4,164 | $436.3K | 0.00% | +956+29.8% | Added |
| Roehl & Yi Investment Advisors, LLC | 4,158 | $435.7K | 0.24% | +4,158 | New |
| Fox Run Management, L.L.C. | 4,157 | $435.6K | 0.07% | +4,157 | New |
| IHT Wealth Management, LLC | 4,148 | $434.7K | 0.01% | −182−4.2% | Reduced |
| Hilltop Holdings Inc. | 4,127 | $432.4K | 0.03% | +159+4.0% | Added |
| Summit Financial, LLC | 4,113 | $431.0K | 0.01% | −1,039−20.2% | Reduced |
| Apollon Wealth Management, LLC | 4,102 | $429.8K | 0.01% | −1,234−23.1% | Reduced |
| XTX Topco Ltd | 4,066 | $426.1K | 0.02% | +4,066 | New |
| Pacitti Group Inc. | 4,016 | $425.2K | 0.20% | +154+4.0% | Added |
| Advisor OS, LLC | 4,040 | $423.4K | 0.05% | −925−18.6% | Reduced |
| Canvas Wealth Advisors, LLC | 3,762 | $422.7K | 0.11% | −1,696−31.1% | Reduced |
| Sunbelt Securities, Inc. | 4,027 | $422.0K | 0.04% | +164+4.2% | Added |
| LRI Investments, LLC | 4,025 | $421.8K | 0.04% | −16−0.4% | Reduced |
| Northwest & Ethical Investments L.P. | 4,002 | $419.4K | 0.01% | +518+14.9% | Added |
| Epacria Capital Partners, LLC | 3,989 | $418.0K | 0.34% | 00.0% | Unchanged |
| Aviso Financial Inc. | 3,966 | $415.6K | 0.02% | −238,671−98.4% | Reduced |
| Coldstream Capital Management Inc | 3,962 | $415.2K | 0.01% | +744+23.1% | Added |
| Signaturefd, LLC | 3,950 | $413.9K | 0.01% | −4,605−53.8% | Reduced |
| Carnegie Lake Advisors LLC | 3,900 | $409.0K | 0.17% | 00.0% | Unchanged |