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Livermore
Livermore
ZHEN

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
Legacy Financial Advisors, Inc.1,491$270.2K0.06%−147−9.0%Reduced
Merit Financial Group, LLC1,493$270.4K0.01%+34+2.3%Added
Parkside Financial Bank & Trust1,495$270.9K0.07%−87−5.5%Reduced
Argyle Capital Management Inc.1,500$271.8K0.10%00.0%Unchanged
IHT Wealth Management, LLC1,507$273.0K0.02%+201+15.4%Added
Northeast Investment Management1,508$273.2K0.02%−151−9.1%Reduced
Schulhoff & Co Inc1,508$273.2K0.13%00.0%Unchanged
Norway Savings Bank1,510$273.6K0.14%−223−12.9%Reduced
Wolverine Trading, LLC1,516$274.0K0.01%+1,516New
Cary Street Partners Asset Management LLC1,524$276.2K0.05%+2+0.1%Added
Financial & Tax Architects, LLC1,554$281.6K0.09%+9+0.6%Added
Norris Perne & French LLP1,555$281.7K0.03%00.0%Unchanged
Wealthsource Partners, LLC1,555$281.7K0.02%00.0%Unchanged
Bleakley Financial Group, LLC1,561$282.9K0.01%+37+2.4%Added
Sawtooth Solutions, LLC1,561$282.9K0.01%+1,561New
West Bancorporation Inc1,571$284.6K0.22%+105+7.2%Added
Avidian Wealth Solutions, LLC1,583$286.8K0.02%−120−7.0%Reduced
Gallacher Capital Management LLC1,585$287.3K0.17%+230+17.0%Added
Garrison Asset Management, LLC1,590$288.1K0.18%00.0%Unchanged
Legacy Capital Wealth Partners, LLC1,600$289.9K0.08%+1,600New
Ameritas Advisory Services, LLC1,590$291.8K0.01%−169−9.6%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,617$292.1K0.08%−2−0.1%Reduced
Creative Financial Designs Inc1,613$292.2K0.04%+49+3.1%Added
Allen Investment Management LLC1,615$292.6K0.00%00.0%Unchanged
Greenfield Savings Bank1,625$294.4K0.19%+60+3.8%Added
Earnest Partners LLC1,628$295.0K0.00%−2−0.1%Reduced
Avestar Capital, LLC1,630$295.3K0.06%+127+8.4%Added
Heartwood Wealth Advisors LLC1,633$295.9K0.04%00.0%Unchanged
WoodTrust Financial Corp1,640$297.1K0.06%00.0%Unchanged
M&R Capital Management Inc1,647$298.4K0.08%00.0%Unchanged
BSW Wealth Partners1,650$298.9K0.06%−229−12.2%Reduced
CIBC Asset Management Inc1,650$298.9K0.00%−11,591−87.5%Reduced
Newman Dignan & Sheerar, Inc.1,651$299.1K0.10%00.0%Unchanged
Ballentine Partners, LLC1,656$300.0K0.01%−1,021−38.1%Reduced
Hazlett, Burt & Watson, Inc.1,675$302.0K0.25%00.0%Unchanged
Keel Point, LLC1,669$302.4K0.04%−123−6.9%Reduced
Gladstone Institutional Advisory LLC1,677$303.8K0.02%−474−22.0%Reduced
Canvas Wealth Advisors, LLC1,615$305.6K0.13%+12+0.7%Added
Aptus Capital Advisors, LLC1,672$305.6K0.01%−62−3.6%Reduced
EverSource Wealth Advisors, LLC1,700$308.1K0.04%+50+3.0%Added
Mark Stevens1,722$312.0K0.04%−72−4.0%Reduced
Aaron Wealth Advisors1,732$313.8K0.04%−35−2.0%Reduced
BancorpSouth Bank1,737$314.8K0.03%−257−12.9%Reduced
First National Bank of Hutchinson1,741$315.4K0.25%+12+0.7%Added
Carret Asset Management, LLC1,745$316.0K0.04%−36−2.0%Reduced
Centaurus Financial, Inc.1,742$316.0K0.03%+192+12.4%Added
Kistler-Tiffany Companies, LLC1,748$316.7K0.06%+26+1.5%Added
Paragon Capital Management Ltd1,750$317.1K0.07%00.0%Unchanged
Henshaw Capital LLC1,803$326.7K0.02%+124+7.4%Added
InTrack Investment Management Inc1,794$328.3K0.30%−32−1.8%Reduced
Breakwater Capital Group1,813$328.5K0.14%−132−6.8%Reduced
Ironwood Investment Counsel, LLC1,826$330.8K0.08%−11−0.6%Reduced
World Equity Group, Inc.2,414$331.3K0.06%+2,414New
PDS Planning, Inc1,834$332.3K0.05%+1,834New
Kingsview Wealth Management, LLC1,838$333.0K0.01%+18+1.0%Added
Jeppson Wealth Management, LLC1,881$340.8K0.15%−100−5.0%Reduced
Arete Wealth Advisors, LLC1,881$341.0K0.03%+36+2.0%Added
180 Wealth Advisors, LLC1,888$342.1K0.08%−9−0.5%Reduced
Lombard Odier Asset Management (USA) Corp1,900$344.2K0.06%00.0%Unchanged
Legacy Bridge, LLC1,902$344.6K0.24%00.0%Unchanged
Vident Investment Advisory, LLC1,907$345.5K0.01%+1,907New
Wealthcare Advisory Partners LLC1,907$345.5K0.01%−45−2.3%Reduced
Brandywine Oak Private Wealth LLC1,912$346.4K0.04%−375−16.4%Reduced
Hilltop Holdings Inc.1,928$349.3K0.05%−25−1.3%Reduced
Lincoln National Corp1,937$351.0K0.01%−14−0.7%Reduced
Cozad Asset Management Inc1,939$351.3K0.05%00.0%Unchanged
Concentric Wealth Management, LLC1,950$353.3K0.12%00.0%Unchanged
Sage Rhino Capital LLC1,951$353.5K0.10%+31+1.6%Added
Atlas Wealth Partners, LLC1,890$357.0K2.48%−40−2.1%Reduced
Inscription Capital, LLC1,978$358.4K0.09%+54+2.8%Added
Doliver Advisors, LP1,990$360.5K0.11%+1,990New
Headinvest, LLC1,997$361.8K0.08%00.0%Unchanged
Graypoint LLC1,999$362.2K0.04%+743+59.2%Added
First City Capital Management, Inc.1,959$363.4K0.21%−90−4.4%Reduced
LCNB Corp2,006$363.4K0.16%00.0%Unchanged
Covenant Partners, LLC2,008$363.8K0.14%+2,008New
Financial Advocates Investment Management2,022$366.2K0.03%−344−14.5%Reduced
Carnegie Capital Asset Management, LLC2,026$367.1K0.01%−10.0%Reduced
Axq Capital, LP2,028$367.4K0.15%+2,028New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,029$367.6K0.02%−20−1.0%Reduced
Mayflower Financial Advisors, LLC2,030$367.8K0.05%+10+0.5%Added
Richwood Investment Advisors, LLC2,044$370.3K0.37%00.0%Unchanged
SageView Advisory Group, LLC2,047$370.9K0.02%−6−0.3%Reduced
AFS Financial Group, LLC2,048$371.0K0.25%00.0%Unchanged
Mount Yale Investment Advisors, LLC2,063$373.8K0.04%+2,063New
Grove Bank & Trust2,069$374.9K0.08%−37−1.8%Reduced
Abbot Financial Management, Inc.2,075$375.9K0.25%00.0%Unchanged
Dana Investment Advisors, Inc.2,085$377.8K0.02%00.0%Unchanged
TFG Advisers LLC2,092$379.1K0.18%00.0%Unchanged
Fusion Capital, LLC2,098$380.1K0.22%00.0%Unchanged
Equitable Holdings, Inc.2,102$380.8K0.01%+538+34.4%Added
Northwest Quadrant Wealth Management, LLC2,103$381.0K0.11%+100+5.0%Added
Ruggaard & Associates LLC2,111$382.5K0.24%+2,111New
Schechter Investment Advisors, LLC2,118$383.7K0.04%−457−17.7%Reduced
Schrum Private Wealth Management LLC2,121$384.3K0.44%00.0%Unchanged
Pinnacle West Asset Management, Inc.2,135$387.0K0.40%+2,135New
Mirador Capital Partners LP2,137$387.2K0.09%+49+2.3%Added
Roman Butler Fullerton & Co2,051$387.6K0.19%−237−10.4%Reduced
Nicholas Hoffman & Company, LLC.2,141$387.9K0.03%−300−12.3%Reduced
Stonehage Fleming Financial Services Holdings Ltd2,300$390.6K0.02%00.0%Unchanged