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 |
|---|---|---|---|---|---|
| Twelve Points Wealth Management LLC | 3,470 | $331.1K | 0.08% | −38−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 3,469 | $331.0K | 0.00% | +3,469 | New |
| Legacy Capital Group California, Inc. | 3,446 | $328.9K | 0.08% | +245+7.7% | Added |
| CWM, LLC | 3,429 | $327.0K | 0.00% | +330+10.6% | Added |
| Callan Family Office, LLC | 3,426 | $326.9K | 0.01% | +92+2.8% | Added |
| Alliance Wealth Advisors, LLC | 3,402 | $324.7K | 0.08% | −254−6.9% | Reduced |
| Cypress Capital Group | 3,400 | $324.5K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,392 | $323.7K | 0.00% | +85+2.6% | Added |
| Atomi Financial Group, Inc. | 3,391 | $323.6K | 0.01% | +225+7.1% | Added |
| Lawson Kroeker Investment Management Inc | 3,381 | $322.6K | 0.06% | −51−1.5% | Reduced |
| Colonial Trust Co | 3,379 | $322.5K | 0.04% | −435−11.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,313 | $316.2K | 0.01% | −982−22.9% | Reduced |
| Alhambra Investment Partners LLC | 3,305 | $315.4K | 0.15% | +300+10.0% | Added |
| Huntington National Bank | 3,297 | $314.6K | 0.00% | −2,083−38.7% | Reduced |
| First Nebraska Trust Co | 3,297 | $314.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 3,265 | $312.0K | 0.20% | +50+1.6% | Added |
| Asset Management One Co.,Ltd. | 3,264 | $311.5K | 0.00% | −250−7.1% | Reduced |
| Jeppson Wealth Management, LLC | 3,248 | $310.0K | 0.10% | +902+38.4% | Added |
| Monticello Wealth Management, LLC | 3,236 | $308.8K | 0.02% | +17+0.5% | Added |
| Summit Financial, LLC | 3,234 | $308.6K | 0.00% | −111−3.3% | Reduced |
| Allworth Financial LP | 3,178 | $303.3K | 0.00% | +429+15.6% | Added |
| Icon Wealth Advisors, LLC | 3,158 | $301.4K | 0.02% | −50−1.6% | Reduced |
| Grimes & Company, Inc. | 3,153 | $300.9K | 0.01% | −280−8.2% | Reduced |
| Intrust Bank NA | 3,132 | $298.9K | 0.02% | −1,184−27.4% | Reduced |
| Oregon Pacific Wealth Management, LLC | 3,129 | $298.6K | 0.26% | +212+7.3% | Added |
| Legacy Financial Advisors, Inc. | 3,127 | $298.4K | 0.04% | +3,127 | New |
| Integrated Advisors Network LLC | 3,110 | $296.8K | 0.01% | +104+3.5% | Added |
| Sather Financial Group Inc | 3,093 | $295.2K | 0.02% | −1,834−37.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,077 | $293.6K | 0.12% | −170−5.2% | Reduced |
| Bard Financial Services, Inc. | 3,075 | $293.4K | 0.03% | 00.0% | Unchanged |
| Aviso Financial Inc. | 3,062 | $292.2K | 0.01% | −325−9.6% | Reduced |
| Quadcap Wealth Management, LLC | 3,048 | $290.9K | 0.03% | −177−5.5% | Reduced |
| Aaron Wealth Advisors | 3,034 | $289.5K | 0.02% | −507−14.3% | Reduced |
| Coerente Capital Management | 3,000 | $286.3K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,991 | $285.4K | 0.01% | −1,171−28.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,964 | $282.8K | 0.06% | −2,021−40.5% | Reduced |
| Brookstone Capital Management | 2,961 | $282.5K | 0.00% | +417+16.4% | Added |
| Headlands Technologies LLC | 2,932 | $279.8K | 0.02% | +1,204+69.7% | Added |
| Parsons Capital Management Inc | 2,927 | $279.3K | 0.02% | −130−4.3% | Reduced |
| Precision Wealth Strategies, LLC | 2,906 | $277.3K | 0.09% | −200−6.4% | Reduced |
| First National Trust Co | 2,891 | $275.9K | 0.01% | −255−8.1% | Reduced |
| Mission Wealth Management, LP | 2,878 | $274.7K | 0.01% | −465−13.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,869 | $273.2K | 0.09% | −525−15.5% | Reduced |
| Smartleaf Asset Management LLC | 2,858 | $271.5K | 0.02% | +1,025+55.9% | Added |
| Dynamic Advisor Solutions LLC | 2,841 | $271.1K | 0.01% | −294−9.4% | Reduced |
| Glenview Trust Co | 2,824 | $269.5K | 0.00% | +15+0.5% | Added |
| Vision Financial Markets LLC | 2,817 | $268.8K | 0.23% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 2,816 | $268.7K | 0.05% | +2,816 | New |
| Fca Corp | 2,800 | $267.2K | 0.07% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 2,798 | $267.0K | 0.00% | −284−9.2% | Reduced |
| Venturi Wealth Management, LLC | 2,785 | $265.8K | 0.01% | +61+2.2% | Added |
| Level Four Advisory Services, LLC | 2,762 | $263.6K | 0.01% | +393+16.6% | Added |
| Point72 Hong Kong Ltd | 2,750 | $262.4K | 0.01% | +2,750 | New |
| Chevy Chase Trust Holdings, Inc. | 2,713 | $258.9K | 0.00% | −200−6.9% | Reduced |
| Versant Capital Management, Inc | 2,695 | $257.2K | 0.03% | +199+8.0% | Added |
| Summitry LLC | 2,675 | $255.3K | 0.01% | −101−3.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,660 | $253.8K | 0.04% | +2,660 | New |
| Mount Yale Investment Advisors, LLC | 2,651 | $253.0K | 0.02% | −2,765−51.1% | Reduced |
| Simplicity Wealth,LLC | 2,651 | $252.9K | 0.01% | +2,651 | New |
| Perigon Wealth Management, LLC | 2,650 | $252.9K | 0.01% | +2,650 | New |
| National Asset Management, Inc. | 2,638 | $251.7K | 0.01% | −326−11.0% | Reduced |
| Sagespring Wealth Partners, LLC | 2,634 | $251.3K | 0.00% | +138+5.5% | Added |
| Private Trust Co NA | 2,616 | $249.6K | 0.02% | −268−9.3% | Reduced |
| Clearstead Advisors, LLC | 2,603 | $248.4K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,602 | $248.3K | 0.01% | −685−20.8% | Reduced |
| One Wealth Advisors, LLC | 2,598 | $247.9K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,593 | $247.5K | 0.00% | −1,354−34.3% | Reduced |
| FRG Family Wealth Advisors LLC | 2,585 | $246.7K | 0.04% | −550−17.5% | Reduced |
| First Affirmative Financial Network | 2,564 | $244.7K | 0.12% | +2,564 | New |
| Savant Capital, LLC | 2,557 | $244.0K | 0.00% | −372−12.7% | Reduced |
| Zuckerman Investment Group, LLC | 2,555 | $243.8K | 0.02% | −5−0.2% | Reduced |
| Park Place Capital Corp | 2,552 | $243.5K | 0.05% | −18−0.7% | Reduced |
| Phillips Wealth Planners LLC | 2,580 | $243.5K | 0.20% | +196+8.2% | Added |
| Anchor Investment Management, LLC | 2,525 | $241.0K | 0.02% | +900+55.4% | Added |
| South State Corp. | 2,520 | $240.5K | 0.01% | −1,648−39.5% | Reduced |
| Wilkins Investment Counsel Inc | 2,500 | $238.6K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,495 | $238.1K | 0.04% | −1,607−39.2% | Reduced |
| Skopos Labs, Inc. | 2,363 | $237.3K | 0.03% | +53+2.3% | Added |
| Bridgewater Advisors Inc. | 2,702 | $235.8K | 0.02% | +125+4.9% | Added |
| Simplex Trading, LLC | 2,465 | $235.0K | 0.01% | +1,972+400.0% | Added |
| Narwhal Capital Management | 2,461 | $234.9K | 0.02% | −16−0.6% | Reduced |
| Roberts Glore & Co Inc | 2,457 | $234.5K | 0.06% | −25−1.0% | Reduced |
| Essex Savings Bank | 2,444 | $233.2K | 0.05% | +136+5.9% | Added |
| Quotient Wealth Partners, LLC | 2,438 | $232.7K | 0.01% | −1,348−35.6% | Reduced |
| Rehmann Capital Advisory Group | 2,433 | $232.2K | 0.01% | −2,680−52.4% | Reduced |
| Beaumont Financial Advisors, LLC | 2,411 | $230.1K | 0.02% | −159−6.2% | Reduced |
| Principal Street Partners, LLC | 2,407 | $229.7K | 0.04% | −2,741−53.2% | Reduced |
| Old National Bancorp | 2,399 | $228.9K | 0.00% | −92−3.7% | Reduced |
| Bridgefront Capital, LLC | 2,396 | $228.7K | 0.07% | −1,469−38.0% | Reduced |
| Texas Yale Capital Corp. | 2,395 | $228.6K | 0.01% | −29−1.2% | Reduced |
| PFG Investments, LLC | 2,379 | $227.0K | 0.01% | −165−6.5% | Reduced |
| Johnson Investment Counsel Inc | 2,372 | $226.3K | 0.00% | −263−10.0% | Reduced |
| Frank, Rimerman Advisors LLC | 2,366 | $225.8K | 0.01% | −434−15.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,340 | $223.0K | 0.06% | −115−4.7% | Reduced |
| Thoroughbred Financial Services, LLC | 2,320 | $221.0K | 0.01% | −299−11.4% | Reduced |
| Sanders Morris Harris LLC | 2,313 | $220.7K | 0.03% | −250−9.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,306 | $220.1K | 0.00% | −39,104−94.4% | Reduced |
| Thrivent Financial for Lutherans | 2,293 | $219.0K | 0.00% | +224+10.8% | Added |
| Centiva Capital, LP | 2,270 | $216.6K | 0.02% | +2,270 | New |
| Kingsview Wealth Management, LLC | 2,236 | $213.3K | 0.00% | +2,236 | New |