DiageoDGEAF
13F holders, Q4 2024 (December 31)4holders −1
0new positions
2sold out
1famous investor
$32.11avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Diageo PLC (DGEAF) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 2 sold out. The largest holders were Aristotle Capital Management, LLC ($63.3M), Asset Planning,Inc ($499K) and Kathleen S. Wright Associates Inc. ($402K). One famous investor held it Tom Russo (0.0% of Gardner Russo & Quinn's portfolio).
- Company
- Diageo PLC
- CUSIP
- G42089113
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $3.9M |
All 13F filers, Q3 2024 → Q4 2024: 130,255 shares sold, net −130,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Aristotle Capital Management, LLC | 0.12% | Reduce -0.9% | 1,993,378 | $63.3M |
| Asset Planning,Inc | 0.38% | — | 3,929 | $499K |
| Kathleen S. Wright Associates Inc. | 0.17% | No change | 3,460 | $402K |
| Gardner Russo & Quinn | 0.00% | Reduce -2.4% | 8,252 | $262K |
"% of holder's portfolio" is DGEAF's weight in each manager's 13F, not the share of Diageo PLC the manager owns.