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, Q2 2025
Institutional positions in Diageo PLC as of Jun 30, 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
- 854
- −25 vs. Q1 2025
- Shares held
- 55.0M
- −74.2K (−0.1%) vs. Q1 2025
- Total value
- $5.55B
- −$216.8M (−3.8%) vs. Q1 2025
- New holders
- 67
- 292 more added
- Sold out
- 92
- 334 more reduced
12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 107 | $10.8K | 0.00% | +47+78.3% | Added |
| SJS Investment Consulting Inc. | 108 | $10.9K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 108 | $10.9K | 0.01% | +1+0.9% | Added |
| Roxbury Financial LLC | 109 | $11.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 109 | $11.0K | 0.00% | −65−37.4% | Reduced |
| Macquarie Group Ltd | 113 | $11.0K | 0.00% | +3+2.7% | Added |
| WPG Advisers, LLC | 110 | $11.1K | 0.01% | −3−2.7% | Reduced |
| Garde Capital, Inc. | 110 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $11.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $11.6K | 0.00% | +2+1.8% | Added |
| Adirondack Trust Co | 117 | $11.8K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 125 | $12.6K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 127 | $12.8K | 0.01% | +2+1.6% | Added |
| IMG Wealth Management, Inc. | 128 | $12.9K | 0.01% | +113+753.3% | Added |
| Hurley Capital, LLC | 130 | $13.1K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 151 | $13.1K | 0.00% | −1,220−89.0% | Reduced |
| Nemes Rush Group LLC | 135 | $13.6K | 0.00% | +125+1,250.0% | Added |
| Barclays PLC | 137 | $13.8K | 0.00% | −96−41.2% | Reduced |
| Princeton Global Asset Management LLC | 137 | $13.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 140 | $14.1K | 0.00% | +140 | New |
| Boyd Watterson Asset Management LLC | 141 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 143 | $14.4K | 0.01% | +2+1.4% | Added |
| First PREMIER Bank | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 149 | $15.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 152 | $15.3K | 0.00% | −37−19.6% | Reduced |
| Rothschild Investment LLC | 155 | $15.6K | 0.00% | −52−25.1% | Reduced |
| Hager Investment Management Services, LLC | 160 | $16.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 166 | $16.7K | 0.00% | +166 | New |
| Spire Wealth Management | 171 | $17.2K | 0.00% | −2,506−93.6% | Reduced |
| Rosenberg Matthew Hamilton | 172 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 175 | $17.6K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 179 | $18.1K | 0.01% | +179 | New |
| VSM Wealth Advisory, LLC | 181 | $18.3K | 0.01% | −600−76.8% | Reduced |
| Oakworth Capital, Inc. | 188 | $19.0K | 0.00% | −181−49.1% | Reduced |
| First Command Advisory Services, Inc. | 191 | $19.3K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $20.2K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 200 | $20.2K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $20.2K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 200 | $20.2K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $20.2K | 0.01% | +200 | New |
| Scarborough Advisors, LLC | 203 | $20.5K | 0.00% | +203 | New |
| City Holding Co | 207 | $20.9K | 0.00% | +96+86.5% | Added |
| First Pacific Financial | 209 | $21.1K | 0.00% | +209 | New |
| Opal Wealth Advisors, LLC | 211 | $21.3K | 0.01% | −74−26.0% | Reduced |
| Financial Perspectives, Inc | 214 | $21.6K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 215 | $21.7K | 0.01% | −501−70.0% | Reduced |
| Fairscale Capital, LLC | 234 | $22.9K | 0.02% | +54+30.0% | Added |
| Pin Oak Investment Advisors Inc | 234 | $24.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 244 | $24.6K | 0.00% | +3+1.2% | Added |
| Crews Bank & Trust | 250 | $25.2K | 0.00% | −150−37.5% | Reduced |
| Perkins Coie Trust Co | 250 | $25.2K | 0.00% | −5−2.0% | Reduced |
| BNP Paribas | 250 | $25.2K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $25.2K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 255 | $25.7K | 0.00% | −13,776−98.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 233 | $26.0K | 0.01% | +233 | New |
| Barrett & Company, Inc. | 260 | $26.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 270 | $27.2K | 0.01% | −65−19.4% | Reduced |
| Sittner & Nelson, LLC | 278 | $28.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 278 | $28.0K | 0.01% | +278 | New |
| Cary Street Partner Investment Advisory LLC | 282 | $28.4K | 0.01% | +82+41.0% | Added |
| McIlrath & Eck, LLC | 285 | $28.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 285 | $28.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 292 | $29.4K | 0.01% | +142+94.7% | Added |
| Umb Bank N A | 294 | $29.6K | 0.00% | +20+7.3% | Added |
| Cheviot Value Management, LLC | 273 | $29.9K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 300 | $30.3K | 0.01% | −47−13.5% | Reduced |
| ESL Trust Services, LLC | 300 | $30.3K | 0.01% | 00.0% | Unchanged |
| City State Bank | 314 | $31.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 325 | $32.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 330 | $33.3K | 0.00% | +143+76.5% | Added |
| Millstone Evans Group, LLC | 335 | $33.8K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 340 | $34.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 357 | $36.0K | 0.02% | +163+84.0% | Added |
| Smithfield Trust Co | 364 | $36.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 373 | $37.6K | 0.00% | −75−16.7% | Reduced |
| Piscataqua Savings Bank | 398 | $40.1K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 400 | $40.3K | 0.02% | −158−28.3% | Reduced |
| Financial Network Wealth Advisors LLC | 403 | $40.6K | 0.05% | −24−5.6% | Reduced |
| JFS Wealth Advisors, LLC | 424 | $42.8K | 0.00% | +10+2.4% | Added |
| High Note Wealth, LLC | 439 | $44.3K | 0.01% | +2+0.5% | Added |
| NBT Bank N A | 450 | $45.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 448 | $47.0K | 0.00% | +48+12.0% | Added |
| Larson Financial Group LLC | 468 | $47.2K | 0.00% | −52−10.0% | Reduced |
| Ameriflex Group, Inc. | 485 | $48.8K | 0.03% | +485 | New |
| Simplex Trading, LLC | 493 | $49.0K | 0.00% | −13,985−96.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 499 | $50.3K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $50.4K | 0.02% | −75−13.0% | Reduced |
| Atlantic Trust, LLC | 500 | $50.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 519 | $52.3K | 0.04% | −1,357−72.3% | Reduced |
| Concord Wealth Partners | 569 | $57.4K | 0.01% | +270+90.3% | Added |
| Blume Capital Management, Inc. | 570 | $57.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 611 | $61.6K | 0.01% | +8+1.3% | Added |
| Kentucky Trust Co | 650 | $65.5K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 657 | $66.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 658 | $66.4K | 0.05% | +376+133.3% | Added |
| Ridgewood Investments LLC | 684 | $69.0K | 0.03% | +500+271.7% | Added |
| Binnacle Investments Inc | 698 | $70.4K | 0.05% | +27+4.0% | Added |
| Chilton Capital Management LLC | 758 | $76.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 815 | $82.2K | 0.00% | +15+1.9% | Added |
| Accredited Wealth Management, LLC | 833 | $84.0K | 0.07% | +80+10.6% | Added |