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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 2,800 | $282.4K | 0.02% | +2,800 | New |
| Glenview Trust Co | 2,809 | $283.3K | 0.00% | −15−0.5% | Reduced |
| Vision Financial Markets LLC | 2,817 | $284.0K | 0.27% | +2+0.1% | Added |
| Private Trust Co NA | 2,884 | $290.8K | 0.03% | −237−7.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,913 | $293.7K | 0.00% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 2,917 | $294.1K | 0.28% | −114−3.8% | Reduced |
| West Family Investments, Inc. | 2,927 | $295.2K | 0.08% | +2,927 | New |
| Savant Capital, LLC | 2,929 | $295.4K | 0.00% | +2,929 | New |
| Legacy Capital Wealth Partners, LLC | 2,939 | $296.4K | 0.07% | −481−14.1% | Reduced |
| Inlet Private Wealth, LLC | 2,941 | $296.5K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,964 | $298.9K | 0.01% | −3,240−52.2% | Reduced |
| Coerente Capital Management | 3,000 | $302.5K | 0.06% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,005 | $303.0K | 0.15% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,006 | $303.1K | 0.01% | +316+11.7% | Added |
| Parsons Capital Management Inc | 3,057 | $308.3K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,064 | $309.0K | 0.01% | −898−22.7% | Reduced |
| Bard Financial Services, Inc. | 3,075 | $310.1K | 0.04% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,082 | $310.8K | 0.00% | −441−12.5% | Reduced |
| CWM, LLC | 3,099 | $312.0K | 0.00% | +199+6.9% | Added |
| Hickory Asset Management, Inc. | 3,096 | $312.2K | 0.26% | +53+1.7% | Added |
| Precision Wealth Strategies, LLC | 3,106 | $313.2K | 0.10% | +3,106 | New |
| Procyon Private Wealth Partners, LLC | 3,123 | $315.0K | 0.03% | −19,700−86.3% | Reduced |
| Fisher Asset Management, LLC | 3,131 | $315.7K | 0.00% | −10,430−76.9% | Reduced |
| Dynamic Advisor Solutions LLC | 3,135 | $316.1K | 0.01% | +398+14.5% | Added |
| FRG Family Wealth Advisors LLC | 3,135 | $316.1K | 0.05% | 00.0% | Unchanged |
| First National Trust Co | 3,146 | $317.2K | 0.01% | −198−5.9% | Reduced |
| Atomi Financial Group, Inc. | 3,166 | $319.2K | 0.01% | −489−13.4% | Reduced |
| Legacy Capital Group California, Inc. | 3,201 | $322.8K | 0.09% | +186+6.2% | Added |
| Icon Wealth Advisors, LLC | 3,208 | $323.5K | 0.02% | +1,020+46.6% | Added |
| Pinnacle West Asset Management, Inc. | 3,215 | $324.0K | 0.22% | −25−0.8% | Reduced |
| Monticello Wealth Management, LLC | 3,219 | $324.6K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,225 | $325.2K | 0.04% | −1,149−26.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,247 | $327.4K | 0.14% | 00.0% | Unchanged |
| Tower Bridge Advisors | 3,270 | $329.8K | 0.04% | −920−22.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,287 | $331.5K | 0.02% | +96+3.0% | Added |
| First Nebraska Trust Co | 3,297 | $332.5K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,307 | $333.5K | 0.01% | +134+4.2% | Added |
| Gallacher Capital Management LLC | 3,322 | $335.0K | 0.16% | −5−0.2% | Reduced |
| Callan Family Office, LLC | 3,334 | $336.2K | 0.01% | +1,075+47.6% | Added |
| Mission Wealth Management, LP | 3,343 | $337.1K | 0.01% | −821−19.7% | Reduced |
| Summit Financial, LLC | 3,345 | $337.3K | 0.01% | −768−18.7% | Reduced |
| Cohen Investment Advisors LLC | 3,354 | $338.2K | 0.18% | −488−12.7% | Reduced |
| Aptus Capital Advisors, LLC | 3,384 | $341.2K | 0.00% | +3,384 | New |
| Aviso Financial Inc. | 3,387 | $341.5K | 0.02% | −579−14.6% | Reduced |
| Cypress Capital Group | 3,400 | $342.9K | 0.04% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 3,432 | $346.1K | 0.06% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 3,433 | $346.2K | 0.01% | −73−2.1% | Reduced |
| Stonegate Investment Group, LLC | 3,435 | $346.4K | 0.01% | −43−1.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,440 | $347.0K | 0.11% | −45−1.3% | Reduced |
| DMG Group, LLC | 3,457 | $348.6K | 0.27% | +976+39.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,394 | $349.0K | 0.13% | −225−6.2% | Reduced |
| AlphaCore Capital LLC | 3,464 | $349.3K | 0.01% | +1,132+48.5% | Added |
| Sage Investment Counsel LLC | 3,500 | $352.9K | 0.41% | +1,300+59.1% | Added |
| Twelve Points Wealth Management LLC | 3,508 | $353.7K | 0.10% | −7−0.2% | Reduced |
| Asset Management One Co.,Ltd. | 3,514 | $354.4K | 0.00% | −37−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 3,527 | $355.7K | 0.00% | +39+1.1% | Added |
| LVW Advisors, LLC | 3,528 | $355.8K | 0.04% | −919−20.7% | Reduced |
| Aaron Wealth Advisors | 3,541 | $357.1K | 0.04% | +101+2.9% | Added |
| Walleye Trading LLC | 3,554 | $358.4K | 0.01% | −2,885−44.8% | Reduced |
| Hancock Whitney Corp | 3,581 | $361.1K | 0.01% | −88−2.4% | Reduced |
| Occidental Asset Management, LLC | 3,610 | $364.0K | 0.05% | −205−5.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,610 | $364.0K | 0.05% | +1,167+47.8% | Added |
| Atlantic Union Bankshares Corp | 3,626 | $365.6K | 0.01% | +3,626 | New |
| TT Capital Management LLC | 3,628 | $365.9K | 0.30% | −25−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 3,656 | $368.7K | 0.09% | +63+1.8% | Added |
| AQR Capital Management LLC | 3,658 | $368.8K | 0.00% | +1,514+70.6% | Added |
| Rexford Capital Inc | 3,668 | $369.9K | 0.31% | +3,668 | New |
| Affiance Financial, LLC | 3,702 | $373.4K | 0.08% | 00.0% | Unchanged |
| Columbia Asset Management | 3,723 | $375.4K | 0.07% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 3,731 | $376.2K | 0.22% | −1,469−28.2% | Reduced |
| Advisor OS, LLC | 3,784 | $381.6K | 0.04% | −256−6.3% | Reduced |
| Quotient Wealth Partners, LLC | 3,786 | $381.8K | 0.01% | −74−1.9% | Reduced |
| Colonial Trust Co | 3,814 | $384.6K | 0.06% | −1,024−21.2% | Reduced |
| United Community Bank | 3,840 | $387.2K | 0.13% | −355−8.5% | Reduced |
| Stokes Family Office, LLC | 3,861 | $389.4K | 0.04% | −521−11.9% | Reduced |
| Bridgefront Capital, LLC | 3,865 | $389.7K | 0.10% | +521+15.6% | Added |
| Williams Jones Wealth Management, LLC. | 3,935 | $396.8K | 0.00% | +150+4.0% | Added |
| Foundations Investment Advisors, LLC | 3,947 | $398.0K | 0.01% | −1,357−25.6% | Reduced |
| Russell Investments Group, Ltd. | 3,952 | $398.5K | 0.00% | +574+17.0% | Added |
| Personal Cfo Solutions, LLC | 3,980 | $401.3K | 0.07% | −254−6.0% | Reduced |
| Apollon Wealth Management, LLC | 3,984 | $401.8K | 0.01% | −118−2.9% | Reduced |
| Epacria Capital Partners, LLC | 3,989 | $402.3K | 0.34% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 4,002 | $403.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 4,010 | $404.4K | 0.03% | −15−0.4% | Reduced |
| TownSquare Capital, LLC | 4,102 | $413.6K | 0.04% | −31,808−88.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,117 | $415.2K | 0.04% | 00.0% | Unchanged |
| R Squared Ltd | 4,152 | $418.7K | 0.23% | +4,152 | New |
| Roehl & Yi Investment Advisors, LLC | 4,158 | $419.3K | 0.21% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,162 | $419.7K | 0.01% | +4,162 | New |
| South State Corp. | 4,168 | $420.3K | 0.02% | −9,007−68.4% | Reduced |
| Independence Bank of Kentucky | 4,183 | $421.8K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,220 | $425.5K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 4,253 | $428.9K | 0.01% | −14−0.3% | Reduced |
| Hilltop Holdings Inc. | 4,254 | $429.0K | 0.03% | +127+3.1% | Added |
| Canvas Wealth Advisors, LLC | 4,144 | $431.8K | 0.09% | +382+10.2% | Added |
| Brandes Investment Partners, LP | 4,290 | $432.6K | 0.00% | −42−1.0% | Reduced |
| Stock Yards Bank & Trust Co | 4,295 | $433.1K | 0.01% | −329−7.1% | Reduced |
| Essex Financial Services, Inc. | 4,300 | $433.6K | 0.03% | +43+1.0% | Added |
| Pacitti Group Inc. | 4,308 | $434.4K | 0.19% | +292+7.3% | Added |
| Intrust Bank NA | 4,316 | $435.2K | 0.04% | −243−5.3% | Reduced |