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 |
|---|---|---|---|---|---|
| Kathleen S. Wright Associates Inc. | 840 | $84.7K | 0.03% | −100−10.6% | Reduced |
| Pinnacle Bancorp, Inc. | 843 | $85.0K | 0.03% | −95−10.1% | Reduced |
| Sierra Ocean, LLC | 867 | $87.4K | 0.06% | −3−0.3% | Reduced |
| Family Capital Trust Co | 900 | $90.8K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 928 | $93.6K | 0.06% | +331+55.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 929 | $93.7K | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 935 | $94.3K | 0.04% | −155−14.2% | Reduced |
| CX Institutional | 994 | $100.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,000 | $100.8K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,006 | $101.4K | 0.01% | −97−8.8% | Reduced |
| Golden State Wealth Management, LLC | 1,014 | $102.3K | 0.01% | +27+2.7% | Added |
| Hazlett, Burt & Watson, Inc. | 1,045 | $105.0K | 0.04% | −250−19.3% | Reduced |
| Webster Bank, N. A. | 1,065 | $107.4K | 0.01% | +75+7.6% | Added |
| Ameritas Advisory Services, LLC | 1,071 | $108.0K | 0.01% | +1,071 | New |
| CVA Family Office, LLC | 1,100 | $110.9K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,137 | $114.6K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,144 | $115.4K | 0.03% | +1,144 | New |
| EverSource Wealth Advisors, LLC | 1,234 | $124.5K | 0.01% | +575+87.3% | Added |
| NBC Securities, Inc. | 1,241 | $125.0K | 0.01% | +143+13.0% | Added |
| Parkside Financial Bank & Trust | 1,341 | $135.2K | 0.01% | +125+10.3% | Added |
| Tacita Capital Inc | 1,350 | $136.1K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,409 | $142.0K | 0.00% | +123+9.6% | Added |
| Adalta Capital Management LLC | 1,420 | $143.2K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,502 | $152.0K | 0.01% | −51−3.3% | Reduced |
| Hara Capital LLC | 1,585 | $159.8K | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,586 | $159.9K | 0.01% | +3+0.2% | Added |
| Harbour Investments, Inc. | 1,592 | $160.6K | 0.00% | +6+0.4% | Added |
| Anchor Investment Management, LLC | 1,625 | $163.9K | 0.01% | +200+14.0% | Added |
| LOM Asset Management Ltd | 1,700 | $171.0K | 0.06% | +1,700 | New |
| Atlas Capital Advisors LLC | 1,700 | $171.4K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,728 | $174.3K | 0.02% | −19,356−91.8% | Reduced |
| Smartleaf Asset Management LLC | 1,833 | $184.1K | 0.02% | +246+15.5% | Added |
| Farmers & Merchants Investments Inc | 1,921 | $193.7K | 0.01% | −681−26.2% | Reduced |
| GAMMA Investing LLC | 1,931 | $194.7K | 0.01% | +458+31.1% | Added |
| Laraway Financial Inc | 1,967 | $198.4K | 0.15% | 00.0% | Unchanged |
| Shelton Capital Management | 1,990 | $200.7K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 2,013 | $203.0K | 0.01% | −66−3.2% | Reduced |
| Chicago Partners Investment Group LLC | 1,929 | $204.6K | 0.01% | +33+1.7% | Added |
| Gibbs Wealth Management | 2,046 | $206.3K | 0.04% | +2,046 | New |
| SRS Capital Advisors, Inc. | 2,061 | $207.8K | 0.01% | −164−7.4% | Reduced |
| Thrivent Financial for Lutherans | 2,069 | $208.0K | 0.00% | −675−24.6% | Reduced |
| ICONIQ Capital, LLC | 2,081 | $209.8K | 0.00% | +2,081 | New |
| Canandaigua National Trust Co of Florida | 2,090 | $210.8K | 0.15% | +2,090 | New |
| Financial Advocates Investment Management | 2,100 | $211.7K | 0.02% | −1,571−42.8% | Reduced |
| Cullinan Associates Inc | 2,100 | $211.8K | 0.01% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,039 | $213.6K | 0.04% | −2,599−56.0% | Reduced |
| Bradley Foster & Sargent Inc | 2,137 | $215.5K | 0.00% | −263−11.0% | Reduced |
| Avidian Wealth Solutions, LLC | 2,157 | $217.5K | 0.01% | −119−5.2% | Reduced |
| Clear Harbor Asset Management, LLC | 2,166 | $218.4K | 0.02% | −490−18.4% | Reduced |
| Buckingham Strategic Partners | 2,167 | $218.5K | 0.00% | −271−11.1% | Reduced |
| Kennon-Green & Company, LLC | 2,123 | $220.6K | 0.18% | −30−1.4% | Reduced |
| Caldwell Trust Co | 2,190 | $220.8K | 0.02% | −423−16.2% | Reduced |
| Fiduciary Group LLC | 2,191 | $220.9K | 0.02% | −79−3.5% | Reduced |
| Lantern Wealth Advisors, LLC | 2,200 | $221.8K | 0.13% | +2,200 | New |
| Fortitude Family Office, LLC | 2,234 | $225.3K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,272 | $229.1K | 0.02% | −107−4.5% | Reduced |
| Essex Savings Bank | 2,308 | $232.7K | 0.06% | −19−0.8% | Reduced |
| Skopos Labs, Inc. | 2,310 | $232.9K | 0.03% | +1,575+214.3% | Added |
| Tocqueville Asset Management L.P. | 2,310 | $232.9K | 0.00% | −150−6.1% | Reduced |
| Mitchell Sinkler & Starr | 2,320 | $233.9K | 0.11% | +15+0.7% | Added |
| Jeppson Wealth Management, LLC | 2,346 | $236.6K | 0.08% | +2,346 | New |
| EP Wealth Advisors, LLC | 2,350 | $237.0K | 0.00% | +2,350 | New |
| Sowell Financial Services LLC | 2,364 | $238.4K | 0.01% | −134−5.4% | Reduced |
| Level Four Advisory Services, LLC | 2,369 | $238.9K | 0.01% | +2,369 | New |
| Welch & Forbes LLC | 2,394 | $241.4K | 0.00% | −561−19.0% | Reduced |
| O'Brien Greene & Co. Inc | 2,423 | $244.3K | 0.08% | −6−0.2% | Reduced |
| Texas Yale Capital Corp. | 2,424 | $244.4K | 0.01% | +224+10.2% | Added |
| Nicholas Hoffman & Company, LLC. | 2,436 | $245.6K | 0.01% | −384−13.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,346 | $245.7K | 0.02% | −22−0.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,455 | $247.0K | 0.07% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,451 | $247.2K | 0.05% | +2,451 | New |
| Narwhal Capital Management | 2,477 | $249.8K | 0.02% | −5,715−69.8% | Reduced |
| Roberts Glore & Co Inc | 2,482 | $250.3K | 0.07% | +90+3.8% | Added |
| Phillips Wealth Planners LLC | 2,384 | $250.8K | 0.23% | +2,384 | New |
| Old National Bancorp | 2,491 | $251.2K | 0.00% | −619−19.9% | Reduced |
| Sagespring Wealth Partners, LLC | 2,496 | $251.7K | 0.01% | −657−20.8% | Reduced |
| Versant Capital Management, Inc | 2,496 | $251.7K | 0.04% | −122−4.7% | Reduced |
| Wilkins Investment Counsel Inc | 2,500 | $252.1K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,503 | $252.4K | 0.01% | +2,503 | New |
| Ieq Capital, LLC | 2,534 | $255.5K | 0.00% | +2,534 | New |
| Regatta Capital Group, LLC | 2,535 | $255.6K | 0.04% | +44+1.8% | Added |
| Brookstone Capital Management | 2,544 | $256.5K | 0.00% | −115−4.3% | Reduced |
| PFG Investments, LLC | 2,544 | $256.5K | 0.02% | −151−5.6% | Reduced |
| Zuckerman Investment Group, LLC | 2,560 | $258.1K | 0.03% | +5+0.2% | Added |
| Sanders Morris Harris LLC | 2,563 | $258.5K | 0.06% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,570 | $259.1K | 0.02% | +39+1.5% | Added |
| HSBC Holdings PLC | 2,578 | $259.2K | 0.00% | +284+12.4% | Added |
| Howland Capital Management LLC | 2,576 | $259.8K | 0.01% | +167+6.9% | Added |
| Bessemer Group Inc | 2,577 | $261.0K | 0.00% | −120−4.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,588 | $261.0K | 0.00% | +195+8.1% | Added |
| One Wealth Advisors, LLC | 2,598 | $262.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,603 | $262.5K | 0.00% | +1,097+72.8% | Added |
| Thoroughbred Financial Services, LLC | 2,619 | $264.0K | 0.02% | −2,472−48.6% | Reduced |
| Johnson Investment Counsel Inc | 2,635 | $265.7K | 0.00% | −599−18.5% | Reduced |
| Park Place Capital Corp | 2,570 | $267.0K | 0.06% | −71−2.7% | Reduced |
| Bridgewater Advisors Inc. | 2,577 | $268.8K | 0.02% | −664−20.5% | Reduced |
| Venturi Wealth Management, LLC | 2,724 | $274.7K | 0.01% | +142+5.5% | Added |
| Allworth Financial LP | 2,749 | $277.2K | 0.00% | +1,565+132.2% | Added |
| Summitry LLC | 2,776 | $279.9K | 0.01% | 00.0% | Unchanged |
| Fca Corp | 2,800 | $282.4K | 0.08% | 00.0% | Unchanged |