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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
Catalyst Financial Partners LLC2,162$391.7K0.17%+2,162New
Toroso Investments, LLC2,172$394.0K0.01%+456+26.6%Added
NTV Asset Management LLC2,175$394.1K0.07%00.0%Unchanged
Chicago Partners Investment Group LLC2,088$394.4K0.02%+384+22.5%Added
KCM Investment Advisors LLC2,185$395.8K0.02%−17,638−89.0%Reduced
Shelton Capital Management2,190$396.8K0.02%00.0%Unchanged
KCS Wealth Advisory2,196$397.9K0.15%−520−19.1%Reduced
Hardman Johnston Global Advisors LLC2,200$398.6K0.01%00.0%Unchanged
Qtron Investments LLC2,204$399.3K0.08%−1,098−33.3%Reduced
Laraway Financial Inc2,232$404.4K0.41%−100−4.3%Reduced
Aries Wealth Management2,234$404.8K0.17%00.0%Unchanged
EP Wealth Advisors, LLC902$405.5K0.01%−1,084−54.6%Reduced
Tudor Investment Corp Et Al2,258$409.0K0.01%−25,167−91.8%Reduced
Private Trust Co NA2,264$410.2K0.06%+124+5.8%Added
Bryn Mawr Trust Co2,270$412.0K0.02%−235−9.4%Reduced
Summit Trail Advisors, LLC2,261$412.6K0.02%+334+17.3%Added
Sunbelt Securities, Inc.2,286$412.9K0.07%+400+21.2%Added
Fort Washington Investment Advisors Inc2,281$413.3K0.00%−419−15.5%Reduced
Principal Street Partners, LLC2,280$416.6K0.11%−91−3.8%Reduced
Advocate Group LLC2,317$419.8K0.09%+191+9.0%Added
Pinnacle Wealth Planning Services, Inc.2,319$420.2K0.07%+609+35.6%Added
Western Wealth Management, LLC2,320$420.4K0.04%+101+4.6%Added
Robertson Stephens Wealth Management, LLC2,304$421.2K0.03%+347+17.7%Added
Insigneo Advisory Services, LLC2,307$421.3K0.13%+474+25.9%Added
Dearborn Partners LLC2,339$423.8K0.02%−540−18.8%Reduced
Quad-Cities Investment Group, LLC2,350$425.8K0.29%−73−3.0%Reduced
Sowell Financial Services LLC2,349$426.0K0.03%+2,349New
Prime Capital Investment Advisors, LLC2,357$427.0K0.02%−68−2.8%Reduced
Alliancebernstein L.P.2,361$427.8K0.00%−28−1.2%Reduced
First National Corp2,386$432.3K0.10%00.0%Unchanged
Flputnam Investment Management Co2,388$432.7K0.01%−375−13.6%Reduced
Moneta Group Investment Advisors LLC2,389$432.8K0.01%+312+15.0%Added
Silvercrest Asset Management Group LLC2,396$434.2K0.00%00.0%Unchanged
Nilsine Partners, LLC2,440$442.1K0.07%+2,440New
Dynamic Advisor Solutions LLC2,471$447.7K0.03%+1,153+87.5%Added
Forum Financial Management, LP2,491$451.3K0.01%+25+1.0%Added
Schonfeld Strategic Advisors LLC2,500$452.9K0.00%−8,100−76.4%Reduced
Forza Wealth Management, LLC2,511$454.9K0.23%+390+18.4%Added
Inlet Private Wealth, LLC2,537$459.7K0.12%00.0%Unchanged
Janney Capital Management LLC2,539$460.0K0.03%+27+1.1%Added
Formidable Asset Management, LLC2,539$461.0K0.10%−148−5.5%Reduced
Zuckerman Investment Group, LLC2,555$462.9K0.07%00.0%Unchanged
Meixler Investment Management, Ltd.2,562$464.2K0.45%+33+1.3%Added
Marcum Wealth, LLC2,587$468.7K0.06%+368+16.6%Added
Becker Capital Management Inc2,570$469.6K0.02%+273+11.9%Added
Beaumont Financial Advisors, LLC2,610$473.0K0.05%+20+0.8%Added
Essex Savings Bank2,633$477.0K0.17%−50−1.9%Reduced
Gradient Investments LLC2,644$479.1K0.01%+459+21.0%Added
Dorchester Wealth Management Co2,665$482.8K0.10%+25+0.9%Added
Axxcess Wealth Management, LLC2,686$486.7K0.04%+2,686New
Avalon Investment & Advisory2,700$489.2K0.01%00.0%Unchanged
O'Brien Greene & Co. Inc2,741$496.0K0.19%+17+0.6%Added
Alan B. Lancz & Associates, Inc.2,750$498.2K0.52%00.0%Unchanged
Henry James International Management, Inc.2,785$504.6K0.21%00.0%Unchanged
Fca Corp2,800$507.3K0.19%00.0%Unchanged
Valmark Advisers, Inc.2,800$507.3K0.01%+22+0.8%Added
Bulltick Wealth Management, LLC2,782$508.3K0.13%+475+20.6%Added
Strategic Global Advisors, LLC2,844$515.3K0.08%−113−3.8%Reduced
Spire Wealth Management2,873$520.5K0.02%+804+38.9%Added
ProVise Management Group, LLC2,892$524.1K0.05%−154−5.1%Reduced
3Chopt Investment Partners, LLC2,895$528.8K0.28%+1,354+87.9%Added
InterOcean Capital Group, LLC2,919$528.9K0.02%−106−3.5%Reduced
Old National Bancorp2,920$529.0K0.02%+114+4.1%Added
SeaCrest Wealth Management, LLC2,921$529.2K0.07%+66+2.3%Added
Eagle Asset Management Inc2,931$531.0K0.00%+91+3.2%Added
Americana Partners, LLC2,937$532.1K0.08%−11−0.4%Reduced
McDonald Partners LLC2,950$534.4K0.17%−38−1.3%Reduced
Founders Financial Alliance, LLC2,950$536.4K0.27%+10.0%Added
Clearstead Advisors, LLC2,982$540.2K0.04%+1,397+88.1%Added
Howland Capital Management LLC2,967$541.5K0.03%+389+15.1%Added
Imprint Wealth LLC2,969$542.6K0.36%+2,969New
Mission Wealth Management, LP2,995$542.7K0.02%+221+8.0%Added
CWM, LLC2,996$543.0K0.00%+50+1.7%Added
Woodley Farra Manion Portfolio Management Inc3,000$543.5K0.04%00.0%Unchanged
Ronald Blue Trust, Inc.3,050$544.0K0.01%+365+13.6%Added
OmniStar Financial Group, Inc.3,014$545.7K0.69%+103+3.5%Added
Alhambra Investment Partners LLC3,015$546.3K0.38%00.0%Unchanged
Murphy Pohlad Asset Management LLC3,117$564.7K0.23%00.0%Unchanged
Pitti Group Wealth Management, LLC3,137$568.3K0.63%−97−3.0%Reduced
Integrated Advisors Network LLC3,147$570.1K0.03%+8+0.3%Added
Cable Hill Partners, LLC3,151$575.8K0.09%−195−5.8%Reduced
Clarius Group, LLC3,192$578.3K0.05%−137−4.1%Reduced
Bard Financial Services, Inc.3,200$579.8K0.05%00.0%Unchanged
Engineers Gate Manager LP3,212$582.0K0.02%+3,212New
Atlas Capital Advisors LLC3,230$585.2K0.09%00.0%Unchanged
Greenleaf Trust3,287$595.5K0.01%+156+5.0%Added
Balentine LLC3,303$598.4K0.02%−1,181−26.3%Reduced
SG Americas Securities, LLC3,308$599.0K0.01%+2,400+264.3%Added
Rehmann Capital Advisory Group3,328$603.0K0.06%−440−11.7%Reduced
J.W. Cole Advisors, Inc.3,328$603.0K0.04%+1,043+45.6%Added
Northeast Financial Consultants Inc3,334$604.1K0.04%+177+5.6%Added
Fiduciary Group LLC3,380$612.4K0.08%00.0%Unchanged
CAPROCK Group, Inc.3,356$613.3K0.05%−22−0.7%Reduced
Crawford Investment Counsel Inc3,385$613.3K0.01%−15−0.4%Reduced
Checchi Capital Advisers, LLC3,399$615.8K0.06%−217−6.0%Reduced
Aquatic Capital Management LLC3,400$616.0K0.04%−5,200−60.5%Reduced
Cohen Investment Advisors LLC3,431$621.6K0.49%+106+3.2%Added
First Nebraska Trust Co3,441$623.4K0.08%−25−0.7%Reduced
9258 Wealth Management, LLC3,448$624.7K0.13%+102+3.0%Added
Deutsche Bank AG3,478$630.1K0.00%00.0%Unchanged