Stock ownership · SEC 13F · Q4 2025

DIAGEO PLC

Who owns DIAGEO PLC (CUSIP 25243Q205)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$221K
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 4 institutions report $221K in DIAGEO PLC positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$221K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 25243Q205 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $0.2M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - DIAGEO PLC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of DIAGEO PLC
  1. 1
    Anchor Investment Management, LLC $161K
  2. 2
    Bell Investment Advisors, Inc $27K
  3. 3
    MidFirst Bank $23K
  4. 4
    TD Capital Management LLC $10K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a DIAGEO PLC position has held steady from 4 to 4 over the last 8 quarters of 13F filings.

24681012 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding DIAGEO PLC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Anchor Investment Management, LLC 1,869 $161K 72.9%
2 Bell Investment Advisors, Inc 317 $27K 12.4%
3 MidFirst Bank 1,368 $23K 10.3%
4 TD Capital Management LLC 113 $10K 4.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIAGEO PLC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Anchor Investment Management, LLC $161K
MidFirst Bank $23K

Complete exits (6)

GRAYBILL WEALTH MANAGEMENT, LTD. exited
ARQ WEALTH ADVISORS, LLC exited
Kimelman & Baird, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CIBC Private Wealth Group LLC exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold DIAGEO PLC?▼
DIAGEO PLC is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of DIAGEO PLC?▼
Institutions report $221K of DIAGEO PLC as of Q4 2025.
How concentrated is ownership of DIAGEO PLC?▼
The top five institutional holders account for 100% of the reported institutional value in DIAGEO PLC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of DIAGEO PLC?▼
Anchor Investment Management, LLC is the largest reported holder of DIAGEO PLC with $161K across 1,869 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.