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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, Q1 2023

Institutional positions in Diageo PLC as of Mar 31, 2023. 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
1,016
+24 vs. Q4 2022
Shares held
55.6M
+3.16M (+6.0%) vs. Q4 2022
Total value
$10.0B
+$733.7M (+7.9%) vs. Q4 2022
New holders
95
368 more added
Sold out
71
345 more reduced

27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 1,016 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ1 2023: $10.0B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2022.

Institutions holding DEO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
MCF Advisors LLC0$160.00%0New
Sofos Investments, Inc.4,991$8670.04%+3,537+243.3%Added
Avion Wealth8$1.00K0.00%+8New
Cedar Mountain Advisors, LLC6$1.09K0.00%+6New
Stephens Consulting, LLC9$1.63K0.00%00.0%Unchanged
TD Capital Management LLC10$1.81K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$1.81K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC10$2.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc12$2.17K0.00%−18−60.0%Reduced
Carmichael Hill & Associates, Inc.12$2.17K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC14$2.49K0.00%+14New
DecisionPoint Financial, LLC14$2.54K0.00%00.0%Unchanged
Central Bank & Trust Co15$2.72K0.00%+15New
Addison Advisors LLC15$2.72K0.00%−15−50.0%Reduced
Copeland Capital Management, LLC18$3.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC19$3.44K0.00%00.0%Unchanged
Bogart Wealth, LLC19$3.47K0.00%−183−90.6%Reduced
Eukles Asset Management20$3.62K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC20$3.65K0.00%+20New
Aspire Private Capital, LLC22$3.99K0.00%00.0%Unchanged
Hanson & Doremus Investment Management24$4.00K0.00%−143−85.6%Reduced
Cowen Prime Advisors LLC23$4.00K0.00%+23New
JNBA Financial Advisors23$4.17K0.00%+23New
Bourgeon Capital Management LLC25$4.53K0.00%00.0%Unchanged
Clean Yield Group27$4.89K0.00%−21−43.8%Reduced
Asset Dedication, LLC28$5.00K0.00%00.0%Unchanged
TSFG, LLC30$5.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.28$5.07K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.29$5.17K0.00%00.0%Unchanged
Key Financial Inc30$5.43K0.00%00.0%Unchanged
Castleview Partners, LLC35$6.34K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.37$6.70K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC37$6.70K0.00%+37New
Godsey & Gibb Associates39$7.07K0.00%00.0%Unchanged
Truvestments Capital LLC40$7.25K0.00%00.0%Unchanged
NewSquare Capital LLC40$7.25K0.00%+28+233.3%Added
First Command Bank41$7.43K0.00%00.0%Unchanged
First Command Financial Services, Inc.41$7.43K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA42$7.61K0.00%−236−84.9%Reduced
Macquarie Group Ltd42$8.00K0.00%00.0%Unchanged
Delta Asset Management LLC47$8.52K0.00%00.0%Unchanged
Pflug Koory, LLC47$8.52K0.00%00.0%Unchanged
Mascoma Wealth Management LLC48$8.90K0.00%−50−51.0%Reduced
Steward Financial Group LLC54$9.00K0.00%00.0%Unchanged
West Paces Advisors Inc.50$9.06K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group53$9.60K0.00%00.0%Unchanged
Global Wealth Strategies & Associates56$10.1K0.01%+17+43.6%Added
Group One Trading, L.P.56$10.1K0.00%+56New
Concord Wealth Partners60$10.9K0.00%−9−13.0%Reduced
Ninety One UK Ltd60$10.9K0.00%00.0%Unchanged
IAG Wealth Partners, LLC60$10.9K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.62$11.2K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.65$11.8K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC65$11.8K0.01%00.0%Unchanged
Annapolis Financial Services, LLC66$12.0K0.00%00.0%Unchanged
Close Asset Management Ltd65$12.0K0.00%+65New
Sugarloaf Wealth Management, LLC68$12.4K0.00%−2−2.9%Reduced
West Oak Capital, LLC70$12.7K0.01%−20−22.2%Reduced
First Community Trust NA70$12.7K0.02%00.0%Unchanged
Pointe Capital Management LLC70$12.7K0.01%+70New
Sutton Wealth Advisors Inc.71$12.9K0.01%+8+12.7%Added
Coston, McIsaac & Partners73$13.0K0.00%00.0%Unchanged
Capital Analysts, LLC70$13.0K0.00%00.0%Unchanged
North Star Investment Management Corp.74$13.4K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC75$14.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.77$14.0K0.00%+4+5.5%Added
Old North State Trust, LLC75$14.0K0.01%+75New
Optimum Investment Advisors86$15.6K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC87$15.9K0.00%−29−25.0%Reduced
Hallmark Capital Management Inc89$16.1K0.00%+89New
Sageworth Trust Co92$16.7K0.00%+92New
Nordwand Advisors, LLC95$17.2K0.00%−4,556−98.0%Reduced
Raffa Wealth Management, LLC95$17.2K0.01%00.0%Unchanged
Syverson Strege & Co95$17.2K0.01%+95New
AlphaMark Advisors, LLC100$18.0K0.01%00.0%Unchanged
Accel Wealth Management100$18.1K0.01%00.0%Unchanged
Slocum, Gordon & Co LLP100$18.1K0.02%00.0%Unchanged
Cascade Investment Advisors, Inc.100$18.1K0.01%+100New
Johnson Financial Group, Inc.101$18.4K0.00%+49+94.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC108$19.6K0.00%+96+800.0%Added
Global Financial Private Client, LLC110$20.0K0.01%+110New
Clearview Wealth Advisors LLC111$20.1K0.02%00.0%Unchanged
Schubert & Co112$20.3K0.02%+20+21.7%Added
Pacific Center for Financial Services113$20.5K0.01%+113New
Gleason Group, Inc.117$21.1K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.117$21.2K0.00%+23+24.5%Added
Arlington Partners LLC118$21.4K0.00%−47−28.5%Reduced
HighMark Wealth Management LLC120$21.7K0.02%−8−6.3%Reduced
Twin Lakes Capital Management, LLC121$21.9K0.02%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA123$22.0K0.01%−110−47.2%Reduced
BDO Wealth Advisors, LLC124$22.5K0.00%00.0%Unchanged
RFP Financial Group LLC127$23.0K0.03%00.0%Unchanged
HHM Wealth Advisors, LLC130$23.6K0.00%+27+26.2%Added
Column Capital Advisors, LLC131$23.7K0.00%+60+84.5%Added
Princeton Global Asset Management LLC135$24.4K0.01%+84+164.7%Added
FinTrust Capital Advisors, LLC142$25.3K0.01%00.0%Unchanged
Atwood & Palmer Inc143$25.9K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC144$26.1K0.01%00.0%Unchanged
First PREMIER Bank150$27.0K0.01%−70−31.8%Reduced
PFS Partners, LLC150$27.2K0.03%00.0%Unchanged