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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 3,878 | $406.4K | 0.10% | +762+24.5% | Added |
| Quotient Wealth Partners, LLC | 3,860 | $404.5K | 0.01% | −172−4.3% | Reduced |
| Cohen Investment Advisors LLC | 3,842 | $402.6K | 0.23% | +33+0.9% | Added |
| Occidental Asset Management, LLC | 3,815 | $399.8K | 0.06% | −162−4.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,785 | $396.6K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,755 | $393.5K | 0.02% | −514−12.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,619 | $391.5K | 0.16% | −742−17.0% | Reduced |
| Columbia Asset Management | 3,723 | $390.1K | 0.08% | −200−5.1% | Reduced |
| Affiance Financial, LLC | 3,702 | $388.0K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,671 | $384.7K | 0.03% | +517+16.4% | Added |
| Hancock Whitney Corp | 3,669 | $384.5K | 0.01% | +1,315+55.9% | Added |
| Atomi Financial Group, Inc. | 3,655 | $383.0K | 0.02% | −236−6.1% | Reduced |
| TT Capital Management LLC | 3,653 | $382.8K | 0.32% | +1,975+117.7% | Added |
| Alliance Wealth Advisors, LLC | 3,593 | $376.5K | 0.10% | +210+6.2% | Added |
| Asset Management One Co.,Ltd. | 3,551 | $372.1K | 0.00% | −259−6.8% | Reduced |
| Tiaa Trust, National Association | 3,523 | $369.2K | 0.00% | −287−7.5% | Reduced |
| Twelve Points Wealth Management LLC | 3,515 | $368.3K | 0.10% | −45−1.3% | Reduced |
| Grimes & Company, Inc. | 3,506 | $367.4K | 0.01% | −317−8.3% | Reduced |
| Evergreen Capital Management LLC | 3,429 | $366.8K | 0.01% | −3,991−53.8% | Reduced |
| DRW Securities, LLC | 3,499 | $366.7K | 0.03% | +275+8.5% | Added |
| Stratos Wealth Partners, LTD. | 3,488 | $365.5K | 0.01% | −1,262−26.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,485 | $365.0K | 0.12% | −125−3.5% | Reduced |
| Stonegate Investment Group, LLC | 3,478 | $364.4K | 0.01% | −390−10.1% | Reduced |
| Aaron Wealth Advisors | 3,440 | $360.5K | 0.04% | +205+6.3% | Added |
| Lawson Kroeker Investment Management Inc | 3,432 | $359.6K | 0.07% | −2,148−38.5% | Reduced |
| Bridgewater Advisors Inc. | 3,241 | $359.4K | 0.03% | +3,241 | New |
| Legacy Capital Wealth Partners, LLC | 3,420 | $358.4K | 0.09% | +1,120+48.7% | Added |
| Cypress Capital Group | 3,400 | $356.3K | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,378 | $354.0K | 0.00% | +336+11.0% | Added |
| Geo Capital Gestora de Recursos Ltd | 19,233 | $353.0K | 0.50% | +19,233 | New |
| Bridgefront Capital, LLC | 3,344 | $350.4K | 0.10% | −297−8.2% | Reduced |
| First National Trust Co | 3,344 | $350.4K | 0.01% | −165−4.7% | Reduced |
| Gallacher Capital Management LLC | 3,327 | $348.6K | 0.17% | +965+40.9% | Added |
| Centiva Capital, LP | 3,320 | $347.9K | 0.02% | +3,320 | New |
| First Nebraska Trust Co | 3,297 | $345.5K | 0.03% | −44−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 3,271 | $342.8K | 0.06% | +333+11.3% | Added |
| Quantbot Technologies LP | 3,248 | $340.4K | 0.01% | +3,248 | New |
| Murphy Pohlad Asset Management LLC | 3,247 | $340.3K | 0.14% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 3,240 | $340.0K | 0.25% | +100+3.2% | Added |
| Johnson Investment Counsel Inc | 3,234 | $338.9K | 0.00% | +452+16.2% | Added |
| Graham Capital Management, L.P. | 3,227 | $338.2K | 0.01% | +3,227 | New |
| Monticello Wealth Management, LLC | 3,219 | $337.3K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,173 | $337.1K | 0.01% | −1,151−26.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,191 | $334.4K | 0.02% | −1,875−37.0% | Reduced |
| Integrity Alliance, LLC. | 3,170 | $332.2K | 0.01% | +3,170 | New |
| Thrivent Financial for Lutherans | 2,744 | $331.0K | 0.00% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,153 | $330.4K | 0.01% | +240+8.2% | Added |
| FRG Family Wealth Advisors LLC | 3,135 | $328.5K | 0.06% | −500−13.8% | Reduced |
| Private Trust Co NA | 3,121 | $327.0K | 0.03% | −313−9.1% | Reduced |
| Old National Bancorp | 3,110 | $325.9K | 0.01% | −1,145−26.9% | Reduced |
| Bard Financial Services, Inc. | 3,075 | $322.2K | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,057 | $320.3K | 0.02% | −1,166−27.6% | Reduced |
| Hickory Asset Management, Inc. | 3,043 | $318.8K | 0.28% | −214−6.6% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,031 | $317.6K | 0.32% | +330+12.2% | Added |
| Legacy Capital Group California, Inc. | 3,015 | $315.9K | 0.11% | +279+10.2% | Added |
| Alhambra Investment Partners LLC | 3,005 | $314.9K | 0.16% | 00.0% | Unchanged |
| Coerente Capital Management | 3,000 | $314.4K | 0.06% | −415−12.2% | Reduced |
| Lindbrook Capital, LLC | 2,965 | $310.7K | 0.03% | −576−16.3% | Reduced |
| Welch & Forbes LLC | 2,955 | $309.6K | 0.00% | −200−6.3% | Reduced |
| Inlet Private Wealth, LLC | 2,941 | $308.1K | 0.08% | +150+5.4% | Added |
| Sather Financial Group Inc | 2,929 | $306.9K | 0.02% | −800−21.5% | Reduced |
| Cresset Asset Management, LLC | 2,885 | $306.8K | 0.00% | +95+3.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,913 | $305.3K | 0.00% | −1,335−31.4% | Reduced |
| CWM, LLC | 2,900 | $304.0K | 0.00% | −184−6.0% | Reduced |
| PAX Financial Group, LLC | 2,830 | $296.6K | 0.05% | −392−12.2% | Reduced |
| Glenview Trust Co | 2,824 | $295.9K | 0.01% | −218−7.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,820 | $295.5K | 0.01% | +179+6.8% | Added |
| Vision Financial Markets LLC | 2,815 | $295.0K | 0.32% | 00.0% | Unchanged |
| Fca Corp | 2,800 | $293.4K | 0.09% | 00.0% | Unchanged |
| Summitry LLC | 2,776 | $290.9K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,766 | $290.0K | 0.00% | −3,412−55.2% | Reduced |
| Dynamic Advisor Solutions LLC | 2,737 | $286.9K | 0.01% | −236−7.9% | Reduced |
| Erste Asset Management GmbH | 62,637 | $283.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,697 | $283.0K | 0.00% | +572+26.9% | Added |
| PFG Investments, LLC | 2,695 | $282.4K | 0.02% | −33−1.2% | Reduced |
| Integrated Advisors Network LLC | 2,690 | $282.0K | 0.01% | +714+36.1% | Added |
| Spire Wealth Management | 2,677 | $280.5K | 0.01% | −868−24.5% | Reduced |
| Brookstone Capital Management | 2,659 | $278.6K | 0.00% | +123+4.9% | Added |
| Clear Harbor Asset Management, LLC | 2,656 | $278.3K | 0.02% | +98+3.8% | Added |
| Park Place Capital Corp | 2,641 | $276.8K | 0.08% | +514+24.2% | Added |
| One Wealth Advisors, LLC | 2,598 | $275.9K | 0.04% | +314+13.7% | Added |
| Versant Capital Management, Inc | 2,618 | $274.3K | 0.05% | +2,438+1,354.4% | Added |
| Caldwell Trust Co | 2,613 | $273.8K | 0.03% | −222−7.8% | Reduced |
| Farmers & Merchants Investments Inc | 2,602 | $272.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,582 | $270.6K | 0.01% | +89+3.6% | Added |
| Sanders Morris Harris LLC | 2,563 | $268.6K | 0.04% | +300+13.3% | Added |
| Zuckerman Investment Group, LLC | 2,555 | $267.7K | 0.03% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,531 | $265.2K | 0.02% | +91+3.7% | Added |
| Principal Street Partners, LLC | 2,526 | $264.7K | 0.05% | +132+5.5% | Added |
| Wilkins Investment Counsel Inc | 2,500 | $262.0K | 0.04% | −1,110−30.7% | Reduced |
| Sowell Financial Services LLC | 2,498 | $261.8K | 0.01% | +2,498 | New |
| Regatta Capital Group, LLC | 2,491 | $261.0K | 0.05% | +66+2.7% | Added |
| DMG Group, LLC | 2,481 | $260.0K | 0.21% | +596+31.6% | Added |
| Foster Victor Wealth Advisors, LLC | 2,368 | $259.4K | 0.02% | +439+22.8% | Added |
| GSB Wealth Management, LLC | 2,474 | $259.3K | 0.07% | −6,648−72.9% | Reduced |
| Beacon Financial Group | 2,471 | $258.9K | 0.03% | −4,579−65.0% | Reduced |
| Tocqueville Asset Management L.P. | 2,460 | $257.8K | 0.00% | −23,190−90.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,455 | $257.0K | 0.07% | −1,682−40.7% | Reduced |
| Howland Capital Management LLC | 2,409 | $256.3K | 0.01% | −300−11.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,443 | $256.0K | 0.04% | +76+3.2% | Added |