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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Trust Asset Management, LLC | 159 | $28.7K | 0.01% | +1+0.6% | Added |
| Cape Investment Advisory, Inc. | 167 | $30.3K | 0.02% | +167 | New |
| Motco | 168 | $30.4K | 0.00% | −6−3.4% | Reduced |
| Adirondack Trust Co | 172 | $31.2K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 172 | $31.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 174 | $31.5K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 175 | $31.7K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 181 | $32.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 188 | $34.1K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $36.2K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 200 | $36.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $36.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $36.2K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 200 | $36.2K | 0.01% | +100+100.0% | Added |
| Thompson Investment Management, Inc. | 200 | $36.2K | 0.01% | +200 | New |
| GPS Wealth Strategies Group, LLC | 200 | $36.2K | 0.01% | +200 | New |
| Financial Perspectives, Inc | 214 | $38.8K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 228 | $41.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 236 | $43.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 248 | $45.0K | 0.01% | −88−26.2% | Reduced |
| Pin Oak Investment Advisors Inc | 248 | $45.0K | 0.06% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $45.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 250 | $45.3K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 268 | $49.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 269 | $49.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 272 | $50.9K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 282 | $51.1K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 283 | $51.3K | 0.01% | +283 | New |
| Glassman Wealth Services | 290 | $52.5K | 0.01% | −9−3.0% | Reduced |
| Bellevue Asset Management, LLC | 292 | $52.9K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 292 | $52.9K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 305 | $55.3K | 0.01% | −19−5.9% | Reduced |
| Eagle Bay Advisors LLC | 308 | $55.8K | 0.03% | +28+10.0% | Added |
| WR Wealth Planners, LLC | 312 | $56.5K | 0.02% | +312 | New |
| Proequities, Inc. | 322 | $58.8K | 0.00% | −19−5.6% | Reduced |
| Oakworth Capital, Inc. | 357 | $64.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 364 | $65.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 361 | $65.4K | 0.01% | +361 | New |
| McIlrath & Eck, LLC | 369 | $66.9K | 0.02% | +6+1.7% | Added |
| IFP Advisors, Inc | 582 | $67.1K | 0.00% | −922−61.3% | Reduced |
| Farther Finance Advisors, LLC | 371 | $67.2K | 0.02% | +88+31.1% | Added |
| Ahrens Investment Partners LLC | 379 | $68.7K | 0.03% | +379 | New |
| Sittner & Nelson, LLC | 382 | $69.2K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 387 | $70.1K | 0.01% | −50−11.4% | Reduced |
| MRP Capital Investments, LLC | 388 | $70.3K | 0.08% | +188+94.0% | Added |
| Piscataqua Savings Bank | 397 | $71.9K | 0.06% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 400 | $72.0K | 0.00% | −775−66.0% | Reduced |
| Orion Capital Management LLC | 400 | $72.5K | 0.05% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 400 | $72.5K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 401 | $72.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 403 | $73.0K | 0.00% | −260−39.2% | Reduced |
| Pacifica Partners Inc. | 397 | $73.3K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 411 | $75.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 414 | $75.0K | 0.01% | +376+989.5% | Added |
| Hexagon Capital Partners LLC | 424 | $76.8K | 0.02% | +55+14.9% | Added |
| AdvisorShares Investments LLC | 430 | $77.9K | 0.02% | −1,000−69.9% | Reduced |
| Assetmark, Inc | 433 | $78.5K | 0.00% | −25−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 435 | $79.0K | 0.00% | −1,095−71.6% | Reduced |
| Larson Financial Group LLC | 446 | $80.8K | 0.01% | +100+28.9% | Added |
| Pinnacle Bancorp, Inc. | 455 | $82.4K | 0.03% | −15−3.2% | Reduced |
| BerganKDV Wealth Management, LLC | 457 | $82.8K | 0.01% | +44+10.7% | Added |
| Resurgent Financial Advisors LLC | 474 | $85.9K | 0.06% | +63+15.3% | Added |
| Geneos Wealth Management Inc. | 483 | $87.6K | 0.01% | −63−11.5% | Reduced |
| SRS Capital Advisors, Inc. | 488 | $88.4K | 0.01% | −42−7.9% | Reduced |
| Baldwin Brothers Inc | 496 | $89.9K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $90.6K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 513 | $92.9K | 0.01% | +513 | New |
| JFS Wealth Advisors, LLC | 514 | $93.1K | 0.01% | +14+2.8% | Added |
| Solstein Capital, LLC | 518 | $93.9K | 0.08% | −410−44.2% | Reduced |
| Park Place Capital Corp | 520 | $94.2K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 524 | $94.9K | 0.02% | +6+1.2% | Added |
| Lee Financial Co | 562 | $101.8K | 0.02% | +112+24.9% | Added |
| Contravisory Investment Management, Inc. | 564 | $102.2K | 0.03% | +57+11.2% | Added |
| S.A. Mason LLC | 575 | $104.2K | 0.08% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 597 | $108.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 597 | $108.2K | 0.03% | −15−2.5% | Reduced |
| Timber Creek Capital Management LLC | 600 | $108.7K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 600 | $108.7K | 0.04% | +600 | New |
| Global Retirement Partners, LLC | 618 | $114.9K | 0.01% | −115−15.7% | Reduced |
| Carolinas Wealth Consulting LLC | 37,791 | $117.6K | 0.03% | +10.0% | Added |
| Hollencrest Capital Management | 700 | $126.8K | 0.01% | −50−6.7% | Reduced |
| Blume Capital Management, Inc. | 720 | $130.4K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 742 | $134.4K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 751 | $136.1K | 0.01% | −246−24.7% | Reduced |
| Washington Trust Co | 757 | $137.2K | 0.01% | +30+4.1% | Added |
| Tucker Asset Management LLC | 787 | $142.6K | 0.04% | +111+16.4% | Added |
| GHP Investment Advisors, Inc. | 797 | $144.4K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 824 | $149.3K | 0.01% | +44+5.6% | Added |
| Baldrige Asset Management LLC | 846 | $153.0K | 0.06% | −28−3.2% | Reduced |
| Resources Management Corp | 1,670 | $155.0K | 0.03% | +1,139+214.5% | Added |
| New Hampshire Trust | 868 | $157.3K | 0.04% | −655−43.0% | Reduced |
| Family Capital Trust Co | 900 | $163.1K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 929 | $168.3K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 942 | $170.7K | 0.00% | −4,883−83.8% | Reduced |
| Salem Investment Counselors Inc | 948 | $173.2K | 0.01% | −68−6.7% | Reduced |
| American National Bank | 998 | $180.8K | 0.03% | +500+100.4% | Added |
| Credit Agricole S A | 1,000 | $181.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,067 | $193.3K | 0.06% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,074 | $194.6K | 0.08% | +75+7.5% | Added |
| LVM Capital Management Ltd | 1,105 | $200.0K | 0.03% | −35−3.1% | Reduced |