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, Q3 2025
Institutional positions in Diageo PLC as of Sep 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
- 827
- −15 vs. Q2 2025
- Shares held
- 56.0M
- +1.03M (+1.9%) vs. Q2 2025
- Total value
- $5.34B
- −$207.4M (−3.7%) vs. Q2 2025
- New holders
- 83
- 248 more added
- Sold out
- 98
- 342 more reduced
12 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 3,110 | $296.8K | 0.01% | +104+3.5% | Added |
| Legacy Financial Advisors, Inc. | 3,127 | $298.4K | 0.04% | +3,127 | New |
| Oregon Pacific Wealth Management, LLC | 3,129 | $298.6K | 0.26% | +212+7.3% | Added |
| Intrust Bank NA | 3,132 | $298.9K | 0.02% | −1,184−27.4% | Reduced |
| Grimes & Company, Inc. | 3,153 | $300.9K | 0.01% | −280−8.2% | Reduced |
| Icon Wealth Advisors, LLC | 3,158 | $301.4K | 0.02% | −50−1.6% | Reduced |
| Allworth Financial LP | 3,178 | $303.3K | 0.00% | +429+15.6% | Added |
| Summit Financial, LLC | 3,234 | $308.6K | 0.00% | −111−3.3% | Reduced |
| Monticello Wealth Management, LLC | 3,236 | $308.8K | 0.02% | +17+0.5% | Added |
| Jeppson Wealth Management, LLC | 3,248 | $310.0K | 0.10% | +902+38.4% | Added |
| Asset Management One Co.,Ltd. | 3,264 | $311.5K | 0.00% | −250−7.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 3,265 | $312.0K | 0.20% | +50+1.6% | Added |
| First Nebraska Trust Co | 3,297 | $314.6K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 3,297 | $314.6K | 0.00% | −2,083−38.7% | Reduced |
| Alhambra Investment Partners LLC | 3,305 | $315.4K | 0.15% | +300+10.0% | Added |
| Stock Yards Bank & Trust Co | 3,313 | $316.2K | 0.01% | −982−22.9% | Reduced |
| Colonial Trust Co | 3,379 | $322.5K | 0.04% | −435−11.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 3,381 | $322.6K | 0.06% | −51−1.5% | Reduced |
| Atomi Financial Group, Inc. | 3,391 | $323.6K | 0.01% | +225+7.1% | Added |
| Summit Trail Advisors, LLC | 3,392 | $323.7K | 0.00% | +85+2.6% | Added |
| Cypress Capital Group | 3,400 | $324.5K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,402 | $324.7K | 0.08% | −254−6.9% | Reduced |
| Callan Family Office, LLC | 3,426 | $326.9K | 0.01% | +92+2.8% | Added |
| CWM, LLC | 3,429 | $327.0K | 0.00% | +330+10.6% | Added |
| Legacy Capital Group California, Inc. | 3,446 | $328.9K | 0.08% | +245+7.7% | Added |
| ExodusPoint Capital Management, LP | 3,469 | $331.0K | 0.00% | +3,469 | New |
| Twelve Points Wealth Management LLC | 3,470 | $331.1K | 0.08% | −38−1.1% | Reduced |
| Ridgewood Investments LLC | 3,472 | $331.3K | 0.14% | +2,788+407.6% | Added |
| Global Retirement Partners, LLC | 3,473 | $331.5K | 0.01% | +970+38.8% | Added |
| Wealth Alliance | 3,478 | $331.9K | 0.03% | −3,095−47.1% | Reduced |
| Occidental Asset Management, LLC | 3,485 | $332.6K | 0.04% | −125−3.5% | Reduced |
| Sage Investment Counsel LLC | 3,500 | $334.0K | 0.37% | 00.0% | Unchanged |
| DMG Group, LLC | 3,506 | $334.6K | 0.23% | +49+1.4% | Added |
| TT Capital Management LLC | 3,513 | $335.3K | 0.26% | −115−3.2% | Reduced |
| Ballentine Partners, LLC | 3,551 | $338.9K | 0.00% | −1,484−29.5% | Reduced |
| Bessemer Group Inc | 3,550 | $339.0K | 0.00% | +973+37.8% | Added |
| West Family Investments, Inc. | 3,555 | $339.3K | 0.08% | +628+21.5% | Added |
| Advisor OS, LLC | 3,597 | $343.3K | 0.03% | −187−4.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,627 | $346.1K | 0.11% | −765−17.4% | Reduced |
| Foresight Global Investors, Inc. | 3,676 | $350.8K | 0.21% | +3,676 | New |
| Affiance Financial, LLC | 3,702 | $353.4K | 0.06% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,708 | $353.9K | 0.27% | +40+1.1% | Added |
| Salvus Wealth Management, LLC | 3,711 | $354.1K | 0.20% | −20−0.5% | Reduced |
| Columbia Asset Management | 3,723 | $355.3K | 0.07% | 00.0% | Unchanged |
| First Horizon Corp | 3,756 | $358.4K | 0.02% | +3,756 | New |
| Coldstream Capital Management Inc | 3,761 | $358.9K | 0.00% | +697+22.7% | Added |
| Norden Group LLC | 3,789 | $361.6K | 0.04% | −1,360−26.4% | Reduced |
| United Community Bank | 3,790 | $361.7K | 0.11% | −50−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,858 | $368.2K | 0.00% | −77−2.0% | Reduced |
| Adviser Investments LLC | 3,873 | $369.6K | 0.00% | −5,599−59.1% | Reduced |
| AlphaCore Capital LLC | 3,881 | $370.3K | 0.01% | +417+12.0% | Added |
| Fisher Asset Management, LLC | 3,895 | $371.8K | 0.00% | +764+24.4% | Added |
| HSBC Holdings PLC | 3,896 | $371.8K | 0.00% | +1,318+51.1% | Added |
| Core Alternative Capital | 3,906 | $372.8K | 0.11% | −1,373−26.0% | Reduced |
| Apollon Wealth Management, LLC | 3,907 | $372.9K | 0.01% | −77−1.9% | Reduced |
| Bayesian Capital Management, LP | 3,956 | $377.5K | 0.08% | +3,956 | New |
| Epacria Capital Partners, LLC | 3,989 | $380.7K | 0.31% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,996 | $381.4K | 0.04% | +135+3.5% | Added |
| Valeo Financial Advisors, LLC | 3,998 | $381.5K | 0.01% | −1,153−22.4% | Reduced |
| Northwest & Ethical Investments L.P. | 4,002 | $381.9K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,036 | $385.2K | 0.01% | −991−19.7% | Reduced |
| Sapient Capital LLC | 4,065 | $386.2K | 0.01% | −1,800−30.7% | Reduced |
| Heritage Wealth Advisors | 4,086 | $389.9K | 0.02% | −134−3.2% | Reduced |
| Canvas Wealth Advisors, LLC | 4,065 | $391.3K | 0.07% | −79−1.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 4,117 | $392.9K | 0.03% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 4,134 | $394.5K | 0.19% | +780+23.3% | Added |
| Arq Wealth Advisors, LLC | 4,140 | $395.1K | 0.12% | +4,140 | New |
| Sunbelt Securities, Inc. | 4,161 | $397.1K | 0.03% | +298+7.7% | Added |
| Independence Bank of Kentucky | 4,175 | $398.4K | 0.05% | −8−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,176 | $398.5K | 0.00% | −2,595−38.3% | Reduced |
| Bryn Mawr Trust Co | 4,213 | $402.0K | 0.01% | −2,352−35.8% | Reduced |
| Essex Financial Services, Inc. | 4,219 | $402.6K | 0.02% | −81−1.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,227 | $403.4K | 0.05% | −791−15.8% | Reduced |
| LVW Advisors, LLC | 4,228 | $403.5K | 0.04% | +700+19.8% | Added |
| Gallacher Capital Management LLC | 4,242 | $404.8K | 0.16% | +920+27.7% | Added |
| Sky Investment Group LLC | 4,257 | $406.2K | 0.07% | −12,257−74.2% | Reduced |
| H&H Retirement Design & Management INC | 4,277 | $406.5K | 0.22% | −490−10.3% | Reduced |
| Carson Advisory Inc. | 4,263 | $406.8K | 0.22% | +4,263 | New |
| Ellevest, Inc. | 4,271 | $407.6K | 0.06% | +4,271 | New |
| Insigneo Advisory Services, LLC | 4,281 | $408.5K | 0.03% | −316−6.9% | Reduced |
| Tranquilli Financial Advisor LLC | 4,295 | $409.9K | 0.24% | +4,295 | New |
| Reuter James Wealth Management, LLC | 4,304 | $410.7K | 0.06% | −283−6.2% | Reduced |
| Private Wealth Asset Management, LLC | 4,318 | $412.1K | 0.05% | −85−1.9% | Reduced |
| Venture Visionary Partners LLC | 4,326 | $412.9K | 0.01% | −507−10.5% | Reduced |
| MQS Management LLC | 4,327 | $412.9K | 0.24% | −1,399−24.4% | Reduced |
| XTX Topco Ltd | 4,359 | $416.0K | 0.02% | −31,296−87.8% | Reduced |
| Rhumbline Advisers | 4,389 | $418.8K | 0.00% | −78−1.7% | Reduced |
| Dana Investment Advisors, Inc. | 4,410 | $420.8K | 0.01% | +4,410 | New |
| Legacy Capital Wealth Partners, LLC | 4,430 | $422.7K | 0.09% | +1,491+50.7% | Added |
| Kestra Private Wealth Services, LLC | 4,455 | $425.1K | 0.01% | −1,157−20.6% | Reduced |
| LRI Investments, LLC | 4,480 | $427.5K | 0.03% | +470+11.7% | Added |
| Stonebridge Capital Advisors LLC | 4,487 | $428.2K | 0.03% | −1,172−20.7% | Reduced |
| Axxcess Wealth Management, LLC | 4,504 | $429.8K | 0.01% | −1,382−23.5% | Reduced |
| Atlantic Union Bankshares Corp | 4,513 | $430.7K | 0.01% | +887+24.5% | Added |
| Quadrant Capital Group LLC | 4,524 | $431.7K | 0.01% | −376−7.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,536 | $432.9K | 0.01% | −536−10.6% | Reduced |
| Cardinal Point Capital Management, ULC | 4,540 | $433.3K | 0.03% | +4,540 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 4,547 | $433.9K | 0.08% | −355−7.2% | Reduced |
| Umb Bank N A | 4,550 | $434.2K | 0.01% | +4,256+1,447.6% | Added |
| Generation Capital Management LLC | 4,555 | $434.7K | 0.31% | 00.0% | Unchanged |