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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 5,305 | $961.2K | 0.11% | −110−2.0% | Reduced |
| Stillwater Investment Management, LLC | 5,332 | $966.1K | 0.26% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,386 | $975.9K | 0.01% | −127−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 5,425 | $983.0K | 0.03% | −700−11.4% | Reduced |
| Connectus Wealth, LLC | 5,428 | $983.6K | 0.02% | +5,428 | New |
| Fiera Capital Corp | 5,438 | $985.3K | 0.00% | +609+12.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,489 | $995.0K | 0.04% | +387+7.6% | Added |
| Segall Bryant & Hamill, LLC | 5,501 | $996.0K | 0.01% | −135−2.4% | Reduced |
| Empire Financial Management Company, LLC | 5,559 | $1.01M | 0.41% | +5,559 | New |
| True North Advisors, LLC | 5,589 | $1.01M | 0.30% | −425−7.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,598 | $1.01M | 0.09% | +18+0.3% | Added |
| Quantbot Technologies LP | 5,613 | $1.02M | 0.07% | −580−9.4% | Reduced |
| BCGM Wealth Management, LLC | 5,665 | $1.03M | 0.52% | −326−5.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,715 | $1.04M | 0.09% | +771+15.6% | Added |
| Tiaa, FSB | 5,721 | $1.04M | 0.00% | −500−8.0% | Reduced |
| Baxter Bros Inc | 5,750 | $1.04M | 0.16% | −200−3.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,777 | $1.05M | 0.02% | +120+2.1% | Added |
| Cresset Asset Management, LLC | 5,772 | $1.05M | 0.02% | −866−13.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,800 | $1.05M | 0.01% | −17,700−75.3% | Reduced |
| Notis-McConarty Edward | 5,800 | $1.05M | 0.42% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,820 | $1.05M | 0.26% | +545+10.3% | Added |
| Winning Points Advisors, LLC | 5,857 | $1.06M | 1.28% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,857 | $1.06M | 0.65% | −42−0.7% | Reduced |
| Umb Bank N A | 5,869 | $1.06M | 0.02% | +78+1.3% | Added |
| Veritable, L.P. | 5,929 | $1.07M | 0.02% | +81+1.4% | Added |
| Hartford Financial Management Inc. | 6,000 | $1.09M | 0.28% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 6,002 | $1.09M | 0.05% | −203−3.3% | Reduced |
| Signaturefd, LLC | 6,011 | $1.09M | 0.03% | −61−1.0% | Reduced |
| Farmers & Merchants Investments Inc | 6,039 | $1.09M | 0.04% | −3,175−34.5% | Reduced |
| Rossmore Private Capital | 6,048 | $1.10M | 0.17% | −50−0.8% | Reduced |
| Twelve Points Wealth Management LLC | 6,057 | $1.10M | 0.63% | +58+1.0% | Added |
| M Holdings Securities, Inc. | 6,072 | $1.10M | 0.11% | −1,060−14.9% | Reduced |
| Atlas Private Wealth Management | 6,091 | $1.10M | 0.66% | +275+4.7% | Added |
| Monumental Financial Group Inc. | 6,109 | $1.11M | 0.79% | +542+9.7% | Added |
| Compass Wealth Management LLC | 6,120 | $1.11M | 0.35% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 6,166 | $1.12M | 0.83% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 6,175 | $1.12M | 0.26% | −60−1.0% | Reduced |
| Canandaigua National Bank & Trust Co | 6,222 | $1.13M | 0.19% | +6,222 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,223 | $1.14M | 0.52% | −130−2.0% | Reduced |
| Venture Visionary Partners LLC | 6,326 | $1.15M | 0.07% | −188−2.9% | Reduced |
| Lindbrook Capital, LLC | 6,361 | $1.15M | 0.14% | −754−10.6% | Reduced |
| Joel Isaacson & Co., LLC | 6,434 | $1.17M | 0.08% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 6,502 | $1.18M | 0.00% | −521−7.4% | Reduced |
| Summit Financial, LLC | 6,456 | $1.18M | 0.10% | −25−0.4% | Reduced |
| LVW Advisors, LLC | 6,519 | $1.18M | 0.24% | −949−12.7% | Reduced |
| Sterling Investment Management, Inc. | 6,549 | $1.19M | 0.94% | −89−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 6,577 | $1.19M | 0.12% | −1,492−18.5% | Reduced |
| Galibier Capital Management Ltd. | 6,700 | $1.21M | 0.29% | +5,800+644.4% | Added |
| Kathleen S. Wright Associates Inc. | 6,750 | $1.22M | 0.80% | −50−0.7% | Reduced |
| Capital Insight Partners, LLC | 6,792 | $1.23M | 0.29% | +144+2.2% | Added |
| Advisors Asset Management, Inc. | 6,814 | $1.23M | 0.03% | −2,807−29.2% | Reduced |
| KMG Fiduciary Partners, LLC | 6,836 | $1.24M | 0.18% | +6,836 | New |
| Proficio Capital Partners LLC | 6,941 | $1.26M | 0.20% | −170−2.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,053 | $1.28M | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 7,130 | $1.29M | 0.00% | −195,770−96.5% | Reduced |
| Atria Wealth Solutions, Inc. | 7,135 | $1.30M | 0.02% | +2,610+57.7% | Added |
| Accretive Wealth Partners, LLC | 7,217 | $1.31M | 0.84% | +157+2.2% | Added |
| Shorepoint Capital Partners LLC | 7,293 | $1.32M | 0.38% | +1,069+17.2% | Added |
| Cary Street Partner Investment Advisory LLC | 7,300 | $1.32M | 0.10% | −59−0.8% | Reduced |
| D.B. Root & Company, LLC | 7,321 | $1.33M | 0.52% | +328+4.7% | Added |
| Naviter Wealth, LLC | 7,276 | $1.33M | 0.46% | +665+10.1% | Added |
| Ervin Investment Management, LLC | 7,441 | $1.34M | 1.17% | −147−1.9% | Reduced |
| SS&H Financial Advisors, Inc. | 7,450 | $1.35M | 0.62% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7,458 | $1.35M | 0.14% | +27+0.4% | Added |
| Avantax Advisory Services, Inc. | 7,477 | $1.35M | 0.02% | +713+10.5% | Added |
| Weatherly Asset Management L. P. | 7,445 | $1.36M | 0.18% | −92−1.2% | Reduced |
| HB Wealth Management, LLC | 7,573 | $1.37M | 0.02% | −17−0.2% | Reduced |
| Ingalls & Snyder LLC | 7,578 | $1.37M | 0.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,626 | $1.38M | 0.20% | 00.0% | Unchanged |
| DRW Securities, LLC | 7,710 | $1.40M | 0.20% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,713 | $1.40M | 0.05% | +1,102+16.7% | Added |
| Bull Street Advisors, LLC | 7,815 | $1.42M | 0.73% | −500−6.0% | Reduced |
| SYSTM Wealth Solutions LLC | 7,863 | $1.42M | 0.22% | +880+12.6% | Added |
| Ashton Thomas Private Wealth, LLC | 7,932 | $1.44M | 0.13% | +363+4.8% | Added |
| Wambolt & Associates, LLC | 7,944 | $1.44M | 0.51% | +236+3.1% | Added |
| Peapack Gladstone Financial Corp | 8,070 | $1.47M | 0.03% | −115−1.4% | Reduced |
| Wealthspire Advisors, LLC | 8,181 | $1.48M | 0.03% | −1,018−11.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,194 | $1.48M | 0.02% | −133−1.6% | Reduced |
| Wunderlich Capital Managemnt | 8,234 | $1.49M | 0.78% | +479+6.2% | Added |
| Stonegate Investment Group, LLC | 8,235 | $1.49M | 0.06% | +2,607+46.3% | Added |
| State Street Corp | 8,220 | $1.50M | 0.00% | −4,197−33.8% | Reduced |
| Euro Pacific Asset Management, LLC | 8,211 | $1.50M | 0.32% | −334−3.9% | Reduced |
| Cobblestone Capital Advisors LLC | 8,337 | $1.51M | 0.11% | −55,340−86.9% | Reduced |
| Pathstone Family Office, LLC | 8,388 | $1.52M | 0.02% | −1,121−11.8% | Reduced |
| Alaethes Wealth LLC | 8,422 | $1.53M | 0.89% | +253+3.1% | Added |
| Two Sigma Investments, LP | 8,449 | $1.53M | 0.00% | +7,249+604.1% | Added |
| Valeo Financial Advisors, LLC | 34,425 | $1.53M | 0.07% | +444+1.3% | Added |
| Janus Henderson Group PLC | 8,509 | $1.54M | 0.00% | +4,067+91.6% | Added |
| Capstone Triton Financial Group, LLC | 8,591 | $1.56M | 1.17% | −388−4.3% | Reduced |
| Roundview Capital LLC | 8,778 | $1.59M | 0.17% | +2,033+30.1% | Added |
| PFG Advisors | 8,840 | $1.60M | 0.13% | −918−9.4% | Reduced |
| Griffin Asset Management, Inc. | 8,864 | $1.61M | 0.22% | −205−2.3% | Reduced |
| Bessemer Group Inc | 8,904 | $1.61M | 0.00% | +4,379+96.8% | Added |
| Lantz Financial LLC | 9,042 | $1.64M | 0.68% | +9+0.1% | Added |
| Horizon Investments, LLC | 9,215 | $1.67M | 0.05% | +3,570+63.2% | Added |
| Welch & Forbes LLC | 9,284 | $1.68M | 0.03% | −28−0.3% | Reduced |
| Telemus Capital, LLC | 9,301 | $1.69M | 0.15% | −467−4.8% | Reduced |
| JustInvest LLC | 9,322 | $1.69M | 0.06% | +935+11.1% | Added |
| Colonial Trust Co | 9,333 | $1.69M | 0.43% | +255+2.8% | Added |
| Toronto Dominion Bank | 9,391 | $1.70M | 0.00% | +296+3.3% | Added |