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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 499 | $55.4K | 0.00% | −709−58.7% | Reduced |
| Larson Financial Group LLC | 520 | $54.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $52.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 500 | $52.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $52.4K | 0.00% | +483+2,841.2% | Added |
| Salem Investment Counselors Inc | 448 | $47.7K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 450 | $47.2K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 437 | $45.8K | 0.01% | −2−0.5% | Reduced |
| Financial Network Wealth Advisors LLC | 427 | $44.7K | 0.06% | +165+63.0% | Added |
| JFS Wealth Advisors, LLC | 414 | $43.4K | 0.00% | +1+0.2% | Added |
| Salomon & Ludwin, LLC | 400 | $41.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 400 | $41.9K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 398 | $41.7K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 369 | $38.7K | 0.00% | +61+19.8% | Added |
| Davis Capital Management | 365 | $38.2K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 364 | $37.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 347 | $36.9K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $36.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 340 | $35.6K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 194 | $35.3K | 0.02% | −207−51.6% | Reduced |
| Addison Advisors LLC | 335 | $35.1K | 0.01% | −151−31.1% | Reduced |
| Millstone Evans Group, LLC | 335 | $35.1K | 0.02% | −100−23.0% | Reduced |
| Tortoise Investment Management, LLC | 325 | $34.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 314 | $32.9K | 0.01% | +45+16.7% | Added |
| Hopwood Financial Services, Inc. | 300 | $31.4K | 0.02% | −476−61.3% | Reduced |
| ESL Trust Services, LLC | 300 | $31.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 299 | $31.3K | 0.01% | +26+9.5% | Added |
| Cheviot Value Management, LLC | 273 | $30.9K | 0.00% | +273 | New |
| TruNorth Capital Management, LLC | 288 | $30.2K | 0.01% | +288 | New |
| Opal Wealth Advisors, LLC | 285 | $29.9K | 0.01% | +285 | New |
| McIlrath & Eck, LLC | 285 | $29.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 285 | $29.9K | 0.01% | +285 | New |
| Bruce G. Allen Investments, LLC | 282 | $29.6K | 0.02% | −20−6.6% | Reduced |
| Sittner & Nelson, LLC | 278 | $29.1K | 0.01% | −110−28.4% | Reduced |
| Umb Bank N A | 274 | $28.7K | 0.00% | −168−38.0% | Reduced |
| Abound Financial, LLC | 261 | $27.4K | 0.01% | +261 | New |
| Barrett & Company, Inc. | 260 | $27.2K | 0.01% | +260 | New |
| Perkins Coie Trust Co | 255 | $26.7K | 0.01% | +255 | New |
| BNP Paribas | 250 | $26.2K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $26.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 205 | $26.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 241 | $25.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 234 | $25.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 233 | $24.4K | 0.00% | −2,366−91.0% | Reduced |
| Financial Perspectives, Inc | 214 | $22.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 207 | $21.7K | 0.00% | −518−71.4% | Reduced |
| Thompson Investment Management, Inc. | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 200 | $21.0K | 0.01% | +200 | New |
| Alpine Bank Wealth Management | 200 | $21.0K | 0.00% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 200 | $20.9K | 0.01% | +76+61.3% | Added |
| First Command Advisory Services, Inc. | 191 | $20.0K | 0.00% | −250−56.7% | Reduced |
| Eastern Bank | 191 | $20.0K | 0.00% | −50−20.7% | Reduced |
| Beacon Capital Management, LLC | 189 | $19.8K | 0.00% | +39+26.0% | Added |
| HHM Wealth Advisors, LLC | 187 | $19.6K | 0.00% | +150+405.4% | Added |
| Ridgewood Investments LLC | 184 | $19.3K | 0.01% | +100+119.0% | Added |
| Fairscale Capital, LLC | 180 | $19.2K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 175 | $18.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 174 | $18.2K | 0.00% | +158+987.5% | Added |
| Rosenberg Matthew Hamilton | 172 | $18.0K | 0.00% | +3+1.8% | Added |
| Hager Investment Management Services, LLC | 160 | $16.8K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 150 | $15.7K | 0.00% | −25−14.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 149 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 141 | $14.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 141 | $14.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 137 | $14.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 131 | $13.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 131 | $13.7K | 0.00% | +101+336.7% | Added |
| Hurley Capital, LLC | 130 | $13.6K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 125 | $13.1K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 125 | $13.1K | 0.00% | −75−37.5% | Reduced |
| Laurel Wealth Advisors LLC | 120 | $12.6K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 117 | $12.3K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 110 | $12.0K | 0.00% | +23+26.4% | Added |
| Pacific Center for Financial Services | 113 | $11.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 113 | $11.8K | 0.01% | −75−39.9% | Reduced |
| Winch Advisory Services, LLC | 113 | $11.8K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 109 | $11.8K | 0.01% | +1+0.9% | Added |
| Bogart Wealth, LLC | 112 | $11.8K | 0.00% | −2−1.8% | Reduced |
| HighMark Wealth Management LLC | 112 | $11.7K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 111 | $11.6K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 110 | $11.5K | 0.00% | +110 | New |
| SJS Investment Consulting Inc. | 108 | $11.3K | 0.00% | +8+8.0% | Added |
| Clark Wealth Partners | 107 | $11.2K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 106 | $11.0K | 0.00% | +106 | New |
| Paradigm Asset Management Co LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 99 | $10.4K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 98 | $10.3K | 0.00% | +1+1.0% | Added |
| Nordwand Advisors, LLC | 95 | $9.96K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 94 | $9.85K | 0.00% | −36−27.7% | Reduced |
| Consultiva Wealth Management, Corp. | 90 | $9.43K | 0.03% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 88 | $9.22K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 86 | $9.01K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 86 | $9.01K | 0.00% | +86 | New |
| St Germain D J Co Inc | 85 | $8.91K | 0.00% | −200−70.2% | Reduced |