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 |
|---|---|---|---|---|---|
| Twelve Points Wealth Management LLC | 3,508 | $353.7K | 0.10% | −7−0.2% | Reduced |
| Sage Investment Counsel LLC | 3,500 | $352.9K | 0.41% | +1,300+59.1% | Added |
| AlphaCore Capital LLC | 3,464 | $349.3K | 0.01% | +1,132+48.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,394 | $349.0K | 0.13% | −225−6.2% | Reduced |
| DMG Group, LLC | 3,457 | $348.6K | 0.27% | +976+39.3% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,440 | $347.0K | 0.11% | −45−1.3% | Reduced |
| Stonegate Investment Group, LLC | 3,435 | $346.4K | 0.01% | −43−1.2% | Reduced |
| Grimes & Company, Inc. | 3,433 | $346.2K | 0.01% | −73−2.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 3,432 | $346.1K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Group | 3,400 | $342.9K | 0.04% | 00.0% | Unchanged |
| Aviso Financial Inc. | 3,387 | $341.5K | 0.02% | −579−14.6% | Reduced |
| Aptus Capital Advisors, LLC | 3,384 | $341.2K | 0.00% | +3,384 | New |
| Cohen Investment Advisors LLC | 3,354 | $338.2K | 0.18% | −488−12.7% | Reduced |
| Summit Financial, LLC | 3,345 | $337.3K | 0.01% | −768−18.7% | Reduced |
| Mission Wealth Management, LP | 3,343 | $337.1K | 0.01% | −821−19.7% | Reduced |
| Callan Family Office, LLC | 3,334 | $336.2K | 0.01% | +1,075+47.6% | Added |
| Gallacher Capital Management LLC | 3,322 | $335.0K | 0.16% | −5−0.2% | Reduced |
| Summit Trail Advisors, LLC | 3,307 | $333.5K | 0.01% | +134+4.2% | Added |
| First Nebraska Trust Co | 3,297 | $332.5K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,287 | $331.5K | 0.02% | +96+3.0% | Added |
| Tower Bridge Advisors | 3,270 | $329.8K | 0.04% | −920−22.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,247 | $327.4K | 0.14% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,225 | $325.2K | 0.04% | −1,149−26.3% | Reduced |
| Monticello Wealth Management, LLC | 3,219 | $324.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 3,215 | $324.0K | 0.22% | −25−0.8% | Reduced |
| Icon Wealth Advisors, LLC | 3,208 | $323.5K | 0.02% | +1,020+46.6% | Added |
| Legacy Capital Group California, Inc. | 3,201 | $322.8K | 0.09% | +186+6.2% | Added |
| Atomi Financial Group, Inc. | 3,166 | $319.2K | 0.01% | −489−13.4% | Reduced |
| First National Trust Co | 3,146 | $317.2K | 0.01% | −198−5.9% | Reduced |
| FRG Family Wealth Advisors LLC | 3,135 | $316.1K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,135 | $316.1K | 0.01% | +398+14.5% | Added |
| Fisher Asset Management, LLC | 3,131 | $315.7K | 0.00% | −10,430−76.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,123 | $315.0K | 0.03% | −19,700−86.3% | Reduced |
| Precision Wealth Strategies, LLC | 3,106 | $313.2K | 0.10% | +3,106 | New |
| Hickory Asset Management, Inc. | 3,096 | $312.2K | 0.26% | +53+1.7% | Added |
| CWM, LLC | 3,099 | $312.0K | 0.00% | +199+6.9% | Added |
| Tiaa Trust, National Association | 3,082 | $310.8K | 0.00% | −441−12.5% | Reduced |
| Bard Financial Services, Inc. | 3,075 | $310.1K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,064 | $309.0K | 0.01% | −898−22.7% | Reduced |
| Parsons Capital Management Inc | 3,057 | $308.3K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,006 | $303.1K | 0.01% | +316+11.7% | Added |
| Alhambra Investment Partners LLC | 3,005 | $303.0K | 0.15% | 00.0% | Unchanged |
| Coerente Capital Management | 3,000 | $302.5K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,964 | $298.9K | 0.01% | −3,240−52.2% | Reduced |
| Inlet Private Wealth, LLC | 2,941 | $296.5K | 0.07% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,939 | $296.4K | 0.07% | −481−14.1% | Reduced |
| Savant Capital, LLC | 2,929 | $295.4K | 0.00% | +2,929 | New |
| West Family Investments, Inc. | 2,927 | $295.2K | 0.08% | +2,927 | New |
| Oregon Pacific Wealth Management, LLC | 2,917 | $294.1K | 0.28% | −114−3.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,913 | $293.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,884 | $290.8K | 0.03% | −237−7.6% | Reduced |
| Vision Financial Markets LLC | 2,817 | $284.0K | 0.27% | +2+0.1% | Added |
| Glenview Trust Co | 2,809 | $283.3K | 0.00% | −15−0.5% | Reduced |
| Fca Corp | 2,800 | $282.4K | 0.08% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,800 | $282.4K | 0.02% | +2,800 | New |
| Summitry LLC | 2,776 | $279.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,749 | $277.2K | 0.00% | +1,565+132.2% | Added |
| Venturi Wealth Management, LLC | 2,724 | $274.7K | 0.01% | +142+5.5% | Added |
| Bridgewater Advisors Inc. | 2,577 | $268.8K | 0.02% | −664−20.5% | Reduced |
| Park Place Capital Corp | 2,570 | $267.0K | 0.06% | −71−2.7% | Reduced |
| Johnson Investment Counsel Inc | 2,635 | $265.7K | 0.00% | −599−18.5% | Reduced |
| Thoroughbred Financial Services, LLC | 2,619 | $264.0K | 0.02% | −2,472−48.6% | Reduced |
| Clearstead Advisors, LLC | 2,603 | $262.5K | 0.00% | +1,097+72.8% | Added |
| One Wealth Advisors, LLC | 2,598 | $262.0K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,588 | $261.0K | 0.00% | +195+8.1% | Added |
| Bessemer Group Inc | 2,577 | $261.0K | 0.00% | −120−4.4% | Reduced |
| Howland Capital Management LLC | 2,576 | $259.8K | 0.01% | +167+6.9% | Added |
| HSBC Holdings PLC | 2,578 | $259.2K | 0.00% | +284+12.4% | Added |
| Beaumont Financial Advisors, LLC | 2,570 | $259.1K | 0.02% | +39+1.5% | Added |
| Sanders Morris Harris LLC | 2,563 | $258.5K | 0.06% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 2,560 | $258.1K | 0.03% | +5+0.2% | Added |
| PFG Investments, LLC | 2,544 | $256.5K | 0.02% | −151−5.6% | Reduced |
| Brookstone Capital Management | 2,544 | $256.5K | 0.00% | −115−4.3% | Reduced |
| Regatta Capital Group, LLC | 2,535 | $255.6K | 0.04% | +44+1.8% | Added |
| Ieq Capital, LLC | 2,534 | $255.5K | 0.00% | +2,534 | New |
| Global Retirement Partners, LLC | 2,503 | $252.4K | 0.01% | +2,503 | New |
| Wilkins Investment Counsel Inc | 2,500 | $252.1K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,496 | $251.7K | 0.04% | −122−4.7% | Reduced |
| Sagespring Wealth Partners, LLC | 2,496 | $251.7K | 0.01% | −657−20.8% | Reduced |
| Old National Bancorp | 2,491 | $251.2K | 0.00% | −619−19.9% | Reduced |
| Phillips Wealth Planners LLC | 2,384 | $250.8K | 0.23% | +2,384 | New |
| Roberts Glore & Co Inc | 2,482 | $250.3K | 0.07% | +90+3.8% | Added |
| Narwhal Capital Management | 2,477 | $249.8K | 0.02% | −5,715−69.8% | Reduced |
| Golden State Equity Partners | 2,451 | $247.2K | 0.05% | +2,451 | New |
| Lester Murray Antman dba SimplyRich | 2,455 | $247.0K | 0.07% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,346 | $245.7K | 0.02% | −22−0.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,436 | $245.6K | 0.01% | −384−13.6% | Reduced |
| Texas Yale Capital Corp. | 2,424 | $244.4K | 0.01% | +224+10.2% | Added |
| O'Brien Greene & Co. Inc | 2,423 | $244.3K | 0.08% | −6−0.2% | Reduced |
| Welch & Forbes LLC | 2,394 | $241.4K | 0.00% | −561−19.0% | Reduced |
| Level Four Advisory Services, LLC | 2,369 | $238.9K | 0.01% | +2,369 | New |
| Sowell Financial Services LLC | 2,364 | $238.4K | 0.01% | −134−5.4% | Reduced |
| EP Wealth Advisors, LLC | 2,350 | $237.0K | 0.00% | +2,350 | New |
| Jeppson Wealth Management, LLC | 2,346 | $236.6K | 0.08% | +2,346 | New |
| Mitchell Sinkler & Starr | 2,320 | $233.9K | 0.11% | +15+0.7% | Added |
| Tocqueville Asset Management L.P. | 2,310 | $232.9K | 0.00% | −150−6.1% | Reduced |
| Skopos Labs, Inc. | 2,310 | $232.9K | 0.03% | +1,575+214.3% | Added |
| Essex Savings Bank | 2,308 | $232.7K | 0.06% | −19−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 2,272 | $229.1K | 0.02% | −107−4.5% | Reduced |
| Fortitude Family Office, LLC | 2,234 | $225.3K | 0.07% | 00.0% | Unchanged |