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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 2,438 | $255.5K | 0.00% | −169−6.5% | Reduced |
| O'Brien Greene & Co. Inc | 2,429 | $254.5K | 0.09% | −294−10.8% | Reduced |
| Inscription Capital, LLC | 1,708 | $254.0K | 0.04% | +1,708 | New |
| Bradley Foster & Sargent Inc | 2,400 | $251.5K | 0.00% | −1,635−40.5% | Reduced |
| Sequoia Financial Advisors, LLC | 2,393 | $250.8K | 0.00% | −1,342−35.9% | Reduced |
| Roberts Glore & Co Inc | 2,392 | $250.7K | 0.08% | +325+15.7% | Added |
| Checchi Capital Advisers, LLC | 2,379 | $249.3K | 0.02% | +23+1.0% | Added |
| Marcum Wealth, LLC | 2,377 | $249.1K | 0.02% | +2,377 | New |
| Boston Private Wealth LLC | 2,346 | $245.8K | 0.01% | −1,152−32.9% | Reduced |
| AlphaCore Capital LLC | 2,332 | $244.4K | 0.02% | +2,332 | New |
| Essex Savings Bank | 2,327 | $243.8K | 0.06% | −282−10.8% | Reduced |
| Baxter Bros Inc | 2,325 | $243.6K | 0.03% | −88−3.6% | Reduced |
| Silvercrest Asset Management Group LLC | 2,321 | $243.2K | 0.00% | −90−3.7% | Reduced |
| Mitchell Sinkler & Starr | 2,305 | $241.5K | 0.07% | −1,515−39.7% | Reduced |
| HSBC Holdings PLC | 2,294 | $239.9K | 0.00% | −99,684−97.8% | Reduced |
| Avidian Wealth Solutions, LLC | 2,276 | $238.5K | 0.01% | −83−3.5% | Reduced |
| Fiduciary Group LLC | 2,270 | $237.9K | 0.02% | −450−16.5% | Reduced |
| Callan Family Office, LLC | 2,259 | $236.7K | 0.02% | −1,088−32.5% | Reduced |
| Fortitude Family Office, LLC | 2,234 | $234.1K | 0.08% | −156−6.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,225 | $233.1K | 0.01% | +1,729+348.6% | Added |
| Agf Management Ltd | 2,216 | $232.2K | 0.00% | −825−27.1% | Reduced |
| Texas Yale Capital Corp. | 2,200 | $230.5K | 0.01% | −950−30.2% | Reduced |
| Sage Investment Counsel LLC | 2,200 | $230.5K | 0.29% | +2,200 | New |
| Continuum Advisory, LLC | 2,192 | $229.7K | 0.03% | +10+0.5% | Added |
| Icon Wealth Advisors, LLC | 2,188 | $229.3K | 0.02% | +94+4.5% | Added |
| Genesis Private Wealth, LLC | 2,186 | $229.1K | 0.12% | +2,186 | New |
| Good Steward Wealth Advisors,LLC | 2,176 | $228.0K | 0.21% | +2,176 | New |
| Tectonic Advisors LLC | 2,170 | $227.4K | 0.01% | −3,538−62.0% | Reduced |
| Kennon-Green & Company, LLC | 2,153 | $225.6K | 0.18% | +46+2.2% | Added |
| Manufacturers Life Insurance Company, The | 2,149 | $225.2K | 0.00% | +2,149 | New |
| AQR Capital Management LLC | 2,144 | $224.7K | 0.00% | −665−23.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,108 | $220.9K | 0.09% | −34−1.6% | Reduced |
| Jefferies Financial Group Inc. | 2,103 | $220.4K | 0.00% | +2,103 | New |
| Cullinan Associates Inc | 2,100 | $220.1K | 0.02% | −1,000−32.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,896 | $219.5K | 0.01% | −52−2.7% | Reduced |
| Keel Point, LLC | 2,079 | $217.9K | 0.02% | −18−0.9% | Reduced |
| Flputnam Investment Management Co | 2,069 | $216.8K | 0.00% | −176−7.8% | Reduced |
| Ellevest, Inc. | 2,068 | $216.7K | 0.01% | −701−25.3% | Reduced |
| Bank of Hawaii | 2,045 | $214.3K | 0.01% | −873−29.9% | Reduced |
| 3Chopt Investment Partners, LLC | 2,007 | $213.6K | 0.06% | +2,007 | New |
| Meixler Investment Management, Ltd. | 2,014 | $211.0K | 0.15% | −3,590−64.1% | Reduced |
| Shelton Capital Management | 1,990 | $208.5K | 0.00% | 00.0% | Unchanged |
| Advocate Group LLC | 1,987 | $208.2K | 0.04% | 00.0% | Unchanged |
| Laraway Financial Inc | 1,967 | $206.1K | 0.16% | −50−2.5% | Reduced |
| Roman Butler Fullerton & Co | 1,624 | $204.1K | 0.08% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,946 | $203.9K | 0.18% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 1,942 | $203.5K | 0.04% | −66−3.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,923 | $201.5K | 0.01% | −396−17.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,876 | $196.6K | 0.15% | +1,876 | New |
| Atlas Capital Advisors LLC | 1,700 | $178.1K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,649 | $172.8K | 0.12% | +1,649 | New |
| Smartleaf Asset Management LLC | 1,587 | $167.2K | 0.02% | −237−13.0% | Reduced |
| Harbour Investments, Inc. | 1,586 | $166.2K | 0.00% | +58+3.8% | Added |
| Hara Capital LLC | 1,585 | $166.1K | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,583 | $165.9K | 0.01% | −65−3.9% | Reduced |
| Capital Analysts, LLC | 1,553 | $163.0K | 0.01% | +10+0.6% | Added |
| Clearstead Advisors, LLC | 1,506 | $157.8K | 0.00% | −606−28.7% | Reduced |
| GAMMA Investing LLC | 1,473 | $154.3K | 0.01% | −1,771−54.6% | Reduced |
| Adalta Capital Management LLC | 1,420 | $151.1K | 0.08% | −560−28.3% | Reduced |
| Anchor Investment Management, LLC | 1,425 | $149.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,350 | $141.5K | 0.10% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,371 | $136.8K | 0.00% | −1,050−43.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,295 | $135.0K | 0.06% | −50−3.7% | Reduced |
| IFP Advisors, Inc | 1,286 | $134.7K | 0.00% | +48+3.9% | Added |
| Allworth Financial LP | 1,184 | $132.2K | 0.00% | −140−10.6% | Reduced |
| Parkside Financial Bank & Trust | 1,216 | $127.4K | 0.02% | +105+9.5% | Added |
| Harbor Investment Advisory, LLC | 1,137 | $119.1K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,103 | $115.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,100 | $115.3K | 0.02% | −8−0.7% | Reduced |
| NBC Securities, Inc. | 1,098 | $115.0K | 0.01% | +1,097+109,700.0% | Added |
| Legacy Bridge, LLC | 1,090 | $114.2K | 0.06% | −37−3.3% | Reduced |
| Credit Agricole S A | 1,000 | $104.8K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,000 | $104.8K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 994 | $104.0K | 0.00% | +994 | New |
| Webster Bank, N. A. | 990 | $103.7K | 0.01% | −151−13.2% | Reduced |
| Golden State Wealth Management, LLC | 987 | $103.4K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 940 | $98.5K | 0.04% | −2,875−75.4% | Reduced |
| Pinnacle Bancorp, Inc. | 938 | $98.3K | 0.03% | −100−9.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 929 | $97.3K | 0.04% | 00.0% | Unchanged |
| Family Capital Trust Co | 900 | $94.3K | 0.03% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 870 | $91.2K | 0.07% | −22−2.5% | Reduced |
| Deutsche Bank AG | 800 | $83.8K | 0.00% | −238,558−99.7% | Reduced |
| VSM Wealth Advisory, LLC | 781 | $81.8K | 0.03% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 753 | $80.1K | 0.07% | +25+3.4% | Added |
| Chilton Capital Management LLC | 758 | $79.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 735 | $77.0K | 0.02% | +351+91.4% | Added |
| Intelligent Financial Strategies | 716 | $76.5K | 0.04% | −205−22.3% | Reduced |
| Greenline Partners, LLC | 707 | $74.1K | 0.01% | +224+46.4% | Added |
| Glass Jacobson Investment Advisors llc | 558 | $70.9K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 671 | $70.3K | 0.05% | +671 | New |
| Washington Trust Co | 666 | $69.8K | 0.00% | −1−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 659 | $69.0K | 0.00% | −1,264−65.7% | Reduced |
| GHP Investment Advisors, Inc. | 657 | $68.8K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 650 | $68.1K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 623 | $65.3K | 0.01% | −362−36.8% | Reduced |
| SOA Wealth Advisors, LLC. | 603 | $63.2K | 0.01% | −19−3.1% | Reduced |
| Cromwell Holdings LLC | 597 | $62.6K | 0.04% | −689−53.6% | Reduced |
| S.A. Mason LLC | 575 | $60.3K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 570 | $59.7K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 558 | $58.5K | 0.01% | 00.0% | Unchanged |