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 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 3,482 | $630.8K | 0.26% | 00.0% | Unchanged |
| Summitry LLC | 3,490 | $632.3K | 0.04% | 00.0% | Unchanged |
| Cullinan Associates Inc | 3,500 | $634.1K | 0.04% | −691−16.5% | Reduced |
| Ieq Capital, LLC | 3,514 | $636.8K | 0.01% | −632−15.2% | Reduced |
| Barden Capital Management, Inc. | 3,534 | $640.3K | 0.61% | +3,534 | New |
| Balyasny Asset Management LLC | 3,539 | $641.2K | 0.00% | −118,457−97.1% | Reduced |
| Intrust Bank NA | 3,562 | $645.4K | 0.08% | −125−3.4% | Reduced |
| Regal Investment Advisors LLC | 3,577 | $648.1K | 0.06% | +786+28.2% | Added |
| Icon Wealth Partners, LLC | 3,578 | $648.3K | 0.07% | +3,578 | New |
| Fragasso Group Inc. | 3,636 | $658.8K | 0.08% | +43+1.2% | Added |
| Nuveen Asset Management, LLC | 3,645 | $660.0K | 0.00% | +221+6.5% | Added |
| Texas Yale Capital Corp. | 3,665 | $664.0K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,702 | $670.9K | 0.36% | −10.0% | Reduced |
| Salvus Wealth Management, LLC | 3,715 | $673.1K | 0.54% | +78+2.1% | Added |
| Wedbush Securities Inc | 3,726 | $675.0K | 0.03% | +1,065+40.0% | Added |
| HBK Sorce Advisory LLC | 3,727 | $675.3K | 0.03% | −3,787−50.4% | Reduced |
| Highlander Capital Management, LLC | 3,750 | $679.0K | 0.33% | 00.0% | Unchanged |
| First National Trust Co | 3,750 | $679.4K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 3,753 | $680.0K | 0.02% | −571−13.2% | Reduced |
| Wimmer Associates 1, LLC | 3,820 | $684.3K | 0.44% | +202+5.6% | Added |
| Mutual Advisors, LLC | 3,780 | $684.9K | 0.03% | +32+0.9% | Added |
| Voya Investment Management LLC | 3,800 | $688.5K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,831 | $694.1K | 0.01% | −162−4.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,866 | $700.4K | 0.02% | −75−1.9% | Reduced |
| Profund Advisors LLC | 3,893 | $705.3K | 0.04% | +298+8.3% | Added |
| RSM US Wealth Management LLC | 3,994 | $723.6K | 0.03% | +1,676+72.3% | Added |
| Addison Capital Co | 4,002 | $725.0K | 0.55% | −4,327−52.0% | Reduced |
| Blue Square Asset Management, LLC | 4,037 | $731.4K | 0.48% | +4,037 | New |
| Ancora Advisors, LLC | 4,041 | $732.1K | 0.02% | −106−2.6% | Reduced |
| Jane Street Group, LLC | 4,183 | $745.6K | 0.00% | +4,183 | New |
| Parallel Advisors, LLC | 4,116 | $745.9K | 0.03% | +946+29.8% | Added |
| Wills Financial Group, Inc. | 4,118 | $746.1K | 0.40% | +4,118 | New |
| Moreno Evelyn V | 4,130 | $748.3K | 0.17% | −1,723−29.4% | Reduced |
| Ellevest, Inc. | 4,132 | $748.6K | 0.06% | −116−2.7% | Reduced |
| Meyer Handelman Co | 4,138 | $749.7K | 0.03% | +4,138 | New |
| Essex Financial Services, Inc. | 4,167 | $754.9K | 0.08% | +420+11.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 4,200 | $761.0K | 0.34% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,202 | $761.3K | 0.01% | −156−3.6% | Reduced |
| Wrapmanager Inc | 4,206 | $762.0K | 0.23% | −354−7.8% | Reduced |
| Financial Architects, Inc | 4,214 | $763.5K | 0.12% | +22+0.5% | Added |
| Coppell Advisory Solutions LLC | 4,250 | $769.5K | 0.26% | −47−1.1% | Reduced |
| Coppell Advisory Solutions Corp. | 4,250 | $769.5K | 0.26% | −47−1.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,255 | $770.0K | 0.29% | +477+12.6% | Added |
| Caldwell Trust Co | 4,280 | $775.5K | 0.11% | −207−4.6% | Reduced |
| Verdence Capital Advisors LLC | 4,282 | $775.9K | 0.09% | +1,016+31.1% | Added |
| Cetera Advisors LLC | 4,290 | $777.3K | 0.01% | +111+2.7% | Added |
| Grimes & Company, Inc. | 4,296 | $778.3K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,305 | $780.0K | 0.02% | +85+2.0% | Added |
| Evergreen Capital Management LLC | 4,268 | $780.0K | 0.04% | +26+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 4,308 | $780.5K | 0.12% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 4,321 | $782.9K | 0.11% | +4,321 | New |
| Sterling Investment Advisors, Ltd. | 4,346 | $787.4K | 0.27% | 00.0% | Unchanged |
| Welch Group, LLC | 4,400 | $797.2K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,404 | $798.0K | 0.19% | −79−1.8% | Reduced |
| Cypress Capital Group | 4,425 | $801.7K | 0.12% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 4,437 | $803.9K | 0.50% | +16+0.4% | Added |
| Pacer Advisors, Inc. | 4,444 | $805.2K | 0.00% | +141+3.3% | Added |
| Agf Management Ltd | 4,456 | $807.3K | 0.01% | −150−3.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,481 | $813.0K | 0.12% | +236+5.6% | Added |
| Banque Pictet & Cie SA | 4,513 | $817.7K | 0.01% | −2,265−33.4% | Reduced |
| Pictet North America Advisors SA | 4,513 | $817.7K | 0.13% | −1,109−19.7% | Reduced |
| Jacobi Capital Management LLC | 4,518 | $818.7K | 0.10% | −43−0.9% | Reduced |
| Sequoia Financial Advisors, LLC | 4,554 | $825.1K | 0.02% | +405+9.8% | Added |
| CWS Financial Advisors, LLC | 4,584 | $830.5K | 0.33% | −605−11.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,626 | $838.1K | 0.20% | −171−3.6% | Reduced |
| Prudential Financial Inc | 4,881 | $842.6K | 0.00% | −355−6.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,722 | $855.5K | 0.01% | −189−3.8% | Reduced |
| Intelligent Financial Strategies | 4,708 | $860.1K | 0.67% | −252−5.1% | Reduced |
| Veriti Management LLC | 4,778 | $865.7K | 0.10% | −231−4.6% | Reduced |
| TD Asset Management Inc | 4,781 | $866.2K | 0.00% | −146−3.0% | Reduced |
| Comerica Securities,inc. | 4,782 | $873.7K | 0.06% | −178−3.6% | Reduced |
| Iams Wealth Management, LLC | 4,831 | $874.6K | 0.73% | +1,627+50.8% | Added |
| Banco de Sabadell, S.A | 4,840 | $876.0K | 0.73% | −202−4.0% | Reduced |
| Heritage Wealth Advisors | 4,835 | $876.0K | 0.05% | −144−2.9% | Reduced |
| AE Wealth Management LLC | 4,865 | $881.4K | 0.01% | −27−0.6% | Reduced |
| Tiedemann Advisors, LLC | 4,840 | $884.3K | 0.04% | +55+1.1% | Added |
| Quantinno Capital Management LP | 4,886 | $885.0K | 0.06% | +986+25.3% | Added |
| King Luther Capital Management Corp | 4,901 | $888.0K | 0.00% | +353+7.8% | Added |
| Vise Technologies, Inc. | 4,903 | $888.4K | 0.23% | +91+1.9% | Added |
| Campbell & CO Investment Adviser LLC | 4,906 | $888.9K | 0.17% | −6,671−57.6% | Reduced |
| Harbour Capital Advisors, LLC | 4,915 | $890.5K | 0.27% | +26+0.5% | Added |
| Parsons Capital Management Inc | 4,950 | $896.8K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,991 | $904.4K | 0.01% | −4,349−46.6% | Reduced |
| Columbia Asset Management | 4,997 | $905.0K | 0.21% | +33+0.7% | Added |
| Sandy Cove Advisors, LLC | 5,050 | $915.0K | 0.66% | +100+2.0% | Added |
| Allspring Global Investments Holdings, LLC | 5,082 | $920.8K | 0.00% | +450+9.7% | Added |
| Apollon Wealth Management, LLC | 5,099 | $923.8K | 0.06% | −343−6.3% | Reduced |
| DFPG Investments, LLC | 5,114 | $926.6K | 0.10% | +2,113+70.4% | Added |
| Sigma Planning Corp | 5,128 | $929.3K | 0.03% | +6+0.1% | Added |
| Lido Advisors, LLC | 5,129 | $929.3K | 0.01% | +1,934+60.5% | Added |
| Regions Financial Corp | 5,148 | $933.0K | 0.01% | −122−2.3% | Reduced |
| Wealth Alliance | 5,172 | $937.1K | 0.15% | −15−0.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 5,173 | $937.2K | 0.12% | −174−3.3% | Reduced |
| Mitchell Sinkler & Starr | 5,175 | $937.6K | 0.28% | +955+22.6% | Added |
| Aigen Investment Management, LP | 5,186 | $939.6K | 0.13% | +5,186 | New |
| Occidental Asset Management, LLC | 5,190 | $940.3K | 0.23% | −12−0.2% | Reduced |
| Level Four Advisory Services, LLC | 5,224 | $946.4K | 0.06% | +511+10.8% | Added |
| Marks Group Wealth Management, Inc | 5,245 | $950.3K | 0.12% | −112−2.1% | Reduced |
| Asset Management One Co.,Ltd. | 5,268 | $954.5K | 0.00% | −341−6.1% | Reduced |
| Quadrant Capital Group LLC | 5,280 | $956.9K | 0.10% | +773+17.2% | Added |