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 |
|---|---|---|---|---|---|
| Lantern Wealth Advisors, LLC | 2,200 | $221.8K | 0.13% | +2,200 | New |
| Fiduciary Group LLC | 2,191 | $220.9K | 0.02% | −79−3.5% | Reduced |
| Caldwell Trust Co | 2,190 | $220.8K | 0.02% | −423−16.2% | Reduced |
| Kennon-Green & Company, LLC | 2,123 | $220.6K | 0.18% | −30−1.4% | Reduced |
| Buckingham Strategic Partners | 2,167 | $218.5K | 0.00% | −271−11.1% | Reduced |
| Clear Harbor Asset Management, LLC | 2,166 | $218.4K | 0.02% | −490−18.4% | Reduced |
| Avidian Wealth Solutions, LLC | 2,157 | $217.5K | 0.01% | −119−5.2% | Reduced |
| Bradley Foster & Sargent Inc | 2,137 | $215.5K | 0.00% | −263−11.0% | Reduced |
| Drucker Wealth 3.0, LLC | 2,039 | $213.6K | 0.04% | −2,599−56.0% | Reduced |
| Cullinan Associates Inc | 2,100 | $211.8K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,100 | $211.7K | 0.02% | −1,571−42.8% | Reduced |
| Canandaigua National Trust Co of Florida | 2,090 | $210.8K | 0.15% | +2,090 | New |
| ICONIQ Capital, LLC | 2,081 | $209.8K | 0.00% | +2,081 | New |
| Thrivent Financial for Lutherans | 2,069 | $208.0K | 0.00% | −675−24.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,061 | $207.8K | 0.01% | −164−7.4% | Reduced |
| Gibbs Wealth Management | 2,046 | $206.3K | 0.04% | +2,046 | New |
| Chicago Partners Investment Group LLC | 1,929 | $204.6K | 0.01% | +33+1.7% | Added |
| Keel Point, LLC | 2,013 | $203.0K | 0.01% | −66−3.2% | Reduced |
| Shelton Capital Management | 1,990 | $200.7K | 0.00% | 00.0% | Unchanged |
| Laraway Financial Inc | 1,967 | $198.4K | 0.15% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,931 | $194.7K | 0.01% | +458+31.1% | Added |
| Farmers & Merchants Investments Inc | 1,921 | $193.7K | 0.01% | −681−26.2% | Reduced |
| Smartleaf Asset Management LLC | 1,833 | $184.1K | 0.02% | +246+15.5% | Added |
| Headlands Technologies LLC | 1,728 | $174.3K | 0.02% | −19,356−91.8% | Reduced |
| Atlas Capital Advisors LLC | 1,700 | $171.4K | 0.02% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 1,700 | $171.0K | 0.06% | +1,700 | New |
| Anchor Investment Management, LLC | 1,625 | $163.9K | 0.01% | +200+14.0% | Added |
| Harbour Investments, Inc. | 1,592 | $160.6K | 0.00% | +6+0.4% | Added |
| Creative Financial Designs Inc | 1,586 | $159.9K | 0.01% | +3+0.2% | Added |
| Hara Capital LLC | 1,585 | $159.8K | 0.10% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,502 | $152.0K | 0.01% | −51−3.3% | Reduced |
| Adalta Capital Management LLC | 1,420 | $143.2K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,409 | $142.0K | 0.00% | +123+9.6% | Added |
| Tacita Capital Inc | 1,350 | $136.1K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,341 | $135.2K | 0.01% | +125+10.3% | Added |
| NBC Securities, Inc. | 1,241 | $125.0K | 0.01% | +143+13.0% | Added |
| EverSource Wealth Advisors, LLC | 1,234 | $124.5K | 0.01% | +575+87.3% | Added |
| Hilltop National Bank | 1,144 | $115.4K | 0.03% | +1,144 | New |
| Harbor Investment Advisory, LLC | 1,137 | $114.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,100 | $110.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,071 | $108.0K | 0.01% | +1,071 | New |
| Webster Bank, N. A. | 1,065 | $107.4K | 0.01% | +75+7.6% | Added |
| Hazlett, Burt & Watson, Inc. | 1,045 | $105.0K | 0.04% | −250−19.3% | Reduced |
| Golden State Wealth Management, LLC | 1,014 | $102.3K | 0.01% | +27+2.7% | Added |
| Hills Bank & Trust Co | 1,006 | $101.4K | 0.01% | −97−8.8% | Reduced |
| Kimelman & Baird, LLC | 1,000 | $100.8K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 994 | $100.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 935 | $94.3K | 0.04% | −155−14.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 929 | $93.7K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 928 | $93.6K | 0.06% | +331+55.4% | Added |
| Family Capital Trust Co | 900 | $90.8K | 0.03% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 867 | $87.4K | 0.06% | −3−0.3% | Reduced |
| Pinnacle Bancorp, Inc. | 843 | $85.0K | 0.03% | −95−10.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 840 | $84.7K | 0.03% | −100−10.6% | Reduced |
| Accredited Wealth Management, LLC | 833 | $84.0K | 0.07% | +80+10.6% | Added |
| Deutsche Bank AG | 815 | $82.2K | 0.00% | +15+1.9% | Added |
| Chilton Capital Management LLC | 758 | $76.4K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 698 | $70.4K | 0.05% | +27+4.0% | Added |
| Ridgewood Investments LLC | 684 | $69.0K | 0.03% | +500+271.7% | Added |
| Bruce G. Allen Investments, LLC | 658 | $66.4K | 0.05% | +376+133.3% | Added |
| GHP Investment Advisors, Inc. | 657 | $66.3K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 650 | $65.5K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 611 | $61.6K | 0.01% | +8+1.3% | Added |
| Blume Capital Management, Inc. | 570 | $57.5K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 569 | $57.4K | 0.01% | +270+90.3% | Added |
| Caitong International Asset Management Co., Ltd | 519 | $52.3K | 0.04% | −1,357−72.3% | Reduced |
| S.A. Mason LLC | 500 | $50.4K | 0.02% | −75−13.0% | Reduced |
| Atlantic Trust, LLC | 500 | $50.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 499 | $50.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 493 | $49.0K | 0.00% | −13,985−96.6% | Reduced |
| Ameriflex Group, Inc. | 485 | $48.8K | 0.03% | +485 | New |
| Larson Financial Group LLC | 468 | $47.2K | 0.00% | −52−10.0% | Reduced |
| Salomon & Ludwin, LLC | 448 | $47.0K | 0.00% | +48+12.0% | Added |
| NBT Bank N A | 450 | $45.4K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 439 | $44.3K | 0.01% | +2+0.5% | Added |
| JFS Wealth Advisors, LLC | 424 | $42.8K | 0.00% | +10+2.4% | Added |
| Financial Network Wealth Advisors LLC | 403 | $40.6K | 0.05% | −24−5.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 400 | $40.3K | 0.02% | −158−28.3% | Reduced |
| Piscataqua Savings Bank | 398 | $40.1K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 373 | $37.6K | 0.00% | −75−16.7% | Reduced |
| Smithfield Trust Co | 364 | $36.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 357 | $36.0K | 0.02% | +163+84.0% | Added |
| Medallion Wealth Advisors, LLC | 340 | $34.6K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 335 | $33.8K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 330 | $33.3K | 0.00% | +143+76.5% | Added |
| Tortoise Investment Management, LLC | 325 | $32.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 314 | $31.7K | 0.01% | 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 |
| Cheviot Value Management, LLC | 273 | $29.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 294 | $29.6K | 0.00% | +20+7.3% | Added |
| Bell Investment Advisors, Inc | 292 | $29.4K | 0.01% | +142+94.7% | Added |
| McIlrath & Eck, LLC | 285 | $28.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 285 | $28.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 282 | $28.4K | 0.01% | +82+41.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 278 | $28.0K | 0.01% | +278 | New |
| Sittner & Nelson, LLC | 278 | $28.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 270 | $27.2K | 0.01% | −65−19.4% | Reduced |
| Barrett & Company, Inc. | 260 | $26.2K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 233 | $26.0K | 0.01% | +233 | New |