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, Q4 2025
Institutional positions in Diageo PLC as of Dec 31, 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
- 798
- −6 vs. Q3 2025
- Shares held
- 54.2M
- −1.04M (−1.9%) vs. Q3 2025
- Total value
- $4.68B
- −$588.7M (−11.2%) vs. Q3 2025
- New holders
- 107
- 214 more added
- Sold out
- 113
- 356 more reduced
23 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 9,374 | $808.7K | 0.03% | −2,423−20.5% | Reduced |
| Private Advisor Group, LLC | 9,331 | $805.0K | 0.00% | −135−1.4% | Reduced |
| Tevis Investment Management | 8,294 | $791.5K | 0.48% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,162 | $790.4K | 0.01% | −5,382−37.0% | Reduced |
| Twin City Private Wealth, LLC | 9,147 | $789.1K | 0.60% | −47−0.5% | Reduced |
| Mercer Global Advisors Inc | 9,009 | $777.2K | 0.00% | −979−9.8% | Reduced |
| Premier Path Wealth Partners, LLC | 8,886 | $766.6K | 0.10% | −3,178−26.3% | Reduced |
| Vise Technologies, Inc. | 8,854 | $763.9K | 0.01% | +1,397+18.7% | Added |
| Sterling Capital Management LLC | 8,852 | $763.7K | 0.01% | +890+11.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 8,831 | $761.8K | 0.48% | −6,948−44.0% | Reduced |
| Geneos Wealth Management Inc. | 8,813 | $760.3K | 0.02% | +277+3.2% | Added |
| Raleigh Capital Management Inc. | 8,768 | $756.4K | 0.27% | +234+2.7% | Added |
| Wealthspire Advisors, LLC | 8,736 | $753.7K | 0.01% | +773+9.7% | Added |
| Unique Wealth Strategies, LLC | 8,573 | $739.6K | 0.29% | −335−3.8% | Reduced |
| Keystone Financial Group | 8,464 | $730.2K | 0.05% | −1,337−13.6% | Reduced |
| First Bank & Trust | 8,299 | $716.0K | 0.12% | −2,590−23.8% | Reduced |
| Ingalls & Snyder LLC | 8,228 | $710.0K | 0.03% | −2,899−26.1% | Reduced |
| Euro Pacific Asset Management, LLC | 7,381 | $710.0K | 0.08% | −802−9.8% | Reduced |
| Founders Financial Securities LLC | 8,213 | $708.5K | 0.04% | +259+3.3% | Added |
| Walleye Trading LLC | 8,212 | $708.4K | 0.01% | +8,212 | New |
| Centaurus Financial, Inc. | 8,179 | $706.0K | 0.03% | −3,269−28.6% | Reduced |
| State Street Corp | 8,180 | $705.7K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,091 | $698.0K | 0.01% | −1,437−15.1% | Reduced |
| Militia Capital Partners, LP | 8,000 | $690.2K | 0.26% | 00.0% | Unchanged |
| Step Capital Management Pte. Ltd. | 8,000 | $690.2K | 0.36% | +8,000 | New |
| Horizon Investments, LLC | 7,992 | $689.5K | 0.01% | +153+2.0% | Added |
| Optimist Retirement Group LLC | 7,983 | $688.7K | 0.32% | −14,104−63.9% | Reduced |
| Courier Capital LLC | 7,924 | $683.6K | 0.04% | −2,769−25.9% | Reduced |
| Toronto Dominion Bank | 7,800 | $672.0K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 7,763 | $669.7K | 0.00% | −496−6.0% | Reduced |
| Crux Wealth Advisors | 7,671 | $661.8K | 0.25% | +84+1.1% | Added |
| Oppenheimer & Co Inc | 7,665 | $661.3K | 0.01% | −9,169−54.5% | Reduced |
| Councilmark Asset Management, LLC | 7,655 | $660.4K | 0.37% | −494−6.1% | Reduced |
| Beacon Pointe Advisors, LLC | 7,645 | $659.5K | 0.00% | −7,265−48.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,512 | $648.1K | 0.11% | −9,012−54.5% | Reduced |
| Parallel Advisors, LLC | 7,423 | $640.4K | 0.01% | −565−7.1% | Reduced |
| Signaturefd, LLC | 7,368 | $635.6K | 0.01% | +880+13.6% | Added |
| Modera Wealth Management, LLC | 7,326 | $632.0K | 0.01% | −113−1.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,312 | $630.8K | 0.04% | −1,901−20.6% | Reduced |
| Boston Trust Walden Corp | 7,306 | $630.3K | 0.00% | −681−8.5% | Reduced |
| Bull Street Advisors, LLC | 7,285 | $628.0K | 0.29% | −130−1.8% | Reduced |
| Northwest & Ethical Investments L.P. | 7,075 | $610.4K | 0.01% | +3,073+76.8% | Added |
| Profund Advisors LLC | 7,007 | $604.5K | 0.02% | +2,971+73.6% | Added |
| Vontobel Holding Ltd. | 7,000 | $603.8K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 6,940 | $598.7K | 0.00% | −616−8.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,888 | $594.2K | 0.25% | +39+0.6% | Added |
| Lotus Technology Management, LP | 6,731 | $580.7K | 0.32% | +6,731 | New |
| Rhumbline Advisers | 6,729 | $580.5K | 0.00% | +2,340+53.3% | Added |
| Jacobi Capital Management LLC | 6,581 | $567.7K | 0.03% | −1,389−17.4% | Reduced |
| Daymark Wealth Partners, LLC | 6,580 | $567.7K | 0.02% | −1,756−21.1% | Reduced |
| Ancora Advisors, LLC | 6,571 | $566.9K | 0.01% | −712−9.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,512 | $561.8K | 0.04% | −868−11.8% | Reduced |
| Flow Traders U.S. LLC | 6,444 | $556.0K | 0.02% | +6,444 | New |
| Global Retirement Partners, LLC | 6,385 | $550.8K | 0.01% | +2,912+83.8% | Added |
| Allspring Global Investments Holdings, LLC | 6,310 | $549.5K | 0.00% | +1,507+31.4% | Added |
| Snowden Capital Advisors LLC | 6,366 | $549.3K | 0.01% | −1,136−15.1% | Reduced |
| Woodmont Investment Counsel LLC | 6,342 | $547.1K | 0.03% | −839−11.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,331 | $546.2K | 0.14% | +85+1.4% | Added |
| NBC Securities, Inc. | 6,262 | $540.2K | 0.04% | +4,115+191.7% | Added |
| Naviter Wealth, LLC | 6,248 | $539.0K | 0.07% | −3,148−33.5% | Reduced |
| Transcend Wealth Collective, LLC | 6,165 | $531.8K | 0.04% | +297+5.1% | Added |
| RSM US Wealth Management LLC | 6,095 | $527.8K | 0.01% | +513+9.2% | Added |
| Absher Wealth Management, LLC | 6,073 | $523.9K | 0.06% | +250+4.3% | Added |
| Bahl & Gaynor Inc | 6,012 | $518.7K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 6,000 | $517.6K | 0.15% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 5,998 | $517.4K | 0.01% | +5,998 | New |
| Weatherly Asset Management L. P. | 5,995 | $517.2K | 0.04% | +26+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,991 | $516.8K | 0.06% | +5,991 | New |
| SPWM Advisors LLC | 5,973 | $515.3K | 0.49% | +5,973 | New |
| Yousif Capital Management, LLC | 5,735 | $510.0K | 0.01% | −118−2.0% | Reduced |
| Hilltop Holdings Inc. | 5,885 | $507.6K | 0.03% | +344+6.2% | Added |
| Addison Capital Co | 5,875 | $506.8K | 0.13% | −1,421−19.5% | Reduced |
| Citizens National Bank Trust Department | 5,805 | $500.8K | 0.09% | −2,100−26.6% | Reduced |
| R Squared Ltd | 5,768 | $497.6K | 0.23% | +5,768 | New |
| Glenmede Trust Co NA | 5,676 | $489.7K | 0.00% | +5,676 | New |
| First National Bank of Omaha | 5,620 | $486.7K | 0.01% | +5,620 | New |
| Kovitz Investment Group Partners, LLC | 5,514 | $475.8K | 0.01% | −8,953−61.9% | Reduced |
| Chicago Trust Co NA | 5,496 | $474.1K | 0.07% | +5,496 | New |
| DecisionMap Wealth Management, LLC | 5,482 | $473.0K | 0.29% | +752+15.9% | Added |
| Ieq Capital, LLC | 5,439 | $469.2K | 0.00% | −100−1.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,399 | $465.8K | 0.19% | −285−5.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,399 | $465.7K | 0.10% | +969+21.9% | Added |
| Colonial Trust Advisors | 5,390 | $465.0K | 0.03% | −3,488−39.3% | Reduced |
| Portside Wealth Group, LLC | 5,327 | $459.6K | 0.06% | +72+1.4% | Added |
| SBI Securities Co., Ltd. | 5,310 | $458.1K | 0.01% | +397+8.1% | Added |
| Rossmore Private Capital | 5,254 | $453.3K | 0.04% | −100−1.9% | Reduced |
| Bangor Savings Bank | 5,201 | $448.7K | 0.04% | −484−8.5% | Reduced |
| Parrish Capital LLC | 5,191 | $447.8K | 0.41% | +5,191 | New |
| AQR Capital Management LLC | 5,167 | $445.8K | 0.00% | −911−15.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,159 | $445.1K | 0.07% | +5,159 | New |
| CAPROCK Group, Inc. | 5,106 | $440.5K | 0.01% | −40−0.8% | Reduced |
| Umb Bank N A | 5,085 | $438.7K | 0.01% | +535+11.8% | Added |
| Coppell Advisory Solutions LLC | 5,008 | $433.7K | 0.04% | +20+0.4% | Added |
| Investors Research Corp | 5,002 | $431.5K | 0.08% | +4,939+7,839.7% | Added |
| TT Capital Management LLC | 4,998 | $431.2K | 0.34% | +1,485+42.3% | Added |
| Wynn Capital, LLC | 4,994 | $430.8K | 0.21% | +122+2.5% | Added |
| Douglass Winthrop Advisors, LLC | 4,973 | $429.0K | 0.01% | −65−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 4,953 | $427.3K | 0.07% | +35+0.7% | Added |
| MQS Management LLC | 4,950 | $427.0K | 0.25% | +623+14.4% | Added |
| Advisors Asset Management, Inc. | 4,922 | $424.6K | 0.01% | −1,169−19.2% | Reduced |