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 |
|---|---|---|---|---|---|
| McGinn Investment Management, Inc. | 21,173 | $3.84M | 2.92% | −4,681−18.1% | Reduced |
| Polaris Wealth Advisory Group, LLC | 21,246 | $3.85M | 0.28% | −1,640−7.2% | Reduced |
| Pittenger & Anderson Inc | 21,360 | $3.87M | 0.20% | −107−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 21,376 | $3.87M | 0.08% | +1,398+7.0% | Added |
| Kestra Private Wealth Services, LLC | 21,585 | $3.91M | 0.16% | +2,057+10.5% | Added |
| Graybill Bartz & Assoc Ltd | 21,711 | $3.93M | 2.00% | +1,028+5.0% | Added |
| M. Kulyk & Associates, LLC | 21,911 | $3.97M | 1.20% | +531+2.5% | Added |
| Central Trust Co | 22,022 | $3.99M | 0.12% | −370−1.7% | Reduced |
| MML Investors Services, LLC | 22,224 | $4.03M | 0.03% | −3,146−12.4% | Reduced |
| Montag A & Associates Inc | 22,245 | $4.06M | 0.27% | −700−3.1% | Reduced |
| Qube Research & Technologies Ltd | 22,670 | $4.11M | 0.02% | −88,175−79.5% | Reduced |
| Colony Group LLC | 23,232 | $4.21M | 0.06% | −668−2.8% | Reduced |
| Susquehanna International Group, LLP | 23,513 | $4.26M | 0.01% | +22,024+1,479.1% | Added |
| Hantz Financial Services, Inc. | 23,779 | $4.31M | 0.12% | +23,779 | New |
| Ethic Inc. | 23,781 | $4.31M | 0.17% | −1,066−4.3% | Reduced |
| Northwest Bancshares, Inc. | 23,891 | $4.33M | 0.83% | +4,710+24.6% | Added |
| WMS Partners, LLC | 24,197 | $4.38M | 0.38% | −2,125−8.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,352 | $4.41M | 0.01% | −166−0.7% | Reduced |
| Benedict Financial Advisors Inc | 24,461 | $4.43M | 1.25% | +150+0.6% | Added |
| Keybank National Association | 24,543 | $4.45M | 0.02% | −805−3.2% | Reduced |
| Sandy Spring Bank | 25,049 | $4.54M | 0.26% | −741−2.9% | Reduced |
| TownSquare Capital, LLC | 25,271 | $4.58M | 0.10% | +7,233+40.1% | Added |
| Hutner Capital Management Inc | 25,341 | $4.59M | 2.79% | +564+2.3% | Added |
| Fishman Jay A Ltd | 25,515 | $4.62M | 0.59% | +175+0.7% | Added |
| Snowden Capital Advisors LLC | 25,741 | $4.66M | 0.18% | −1,136−4.2% | Reduced |
| FineMark National Bank & Trust | 26,248 | $4.76M | 0.20% | +24,165+1,160.1% | Added |
| Sky Investment Group LLC | 26,636 | $4.83M | 1.10% | +487+1.9% | Added |
| Institutional & Family Asset Management, LLC | 26,660 | $4.83M | 0.80% | +948+3.7% | Added |
| Manning & Napier Group, LLC | 26,813 | $4.86M | 0.06% | −813−2.9% | Reduced |
| Value Partners Investments Inc. | 27,000 | $4.89M | 0.40% | −5,000−15.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,207 | $4.93M | 0.05% | −352−1.3% | Reduced |
| Palisade Capital Management LLC | 27,977 | $5.07M | 0.14% | +7,788+38.6% | Added |
| Dakota Wealth Management | 28,240 | $5.12M | 0.34% | −293−1.0% | Reduced |
| Cypress Asset Management Inc | 28,364 | $5.14M | 1.78% | −190−0.7% | Reduced |
| Kestra Advisory Services, LLC | 28,625 | $5.19M | 0.06% | −8,200−22.3% | Reduced |
| Brown Advisory Inc | 29,190 | $5.29M | 0.01% | +762+2.7% | Added |
| Sepio Capital, LP | 29,192 | $5.29M | 0.49% | +136+0.5% | Added |
| Exencial Wealth Advisors, LLC | 29,254 | $5.30M | 0.28% | +7,427+34.0% | Added |
| Jennison Associates LLC | 29,355 | $5.32M | 0.00% | −9,376−24.2% | Reduced |
| Sit Investment Associates Inc | 29,425 | $5.33M | 0.14% | −360−1.2% | Reduced |
| Weik Capital Management | 30,675 | $5.56M | 2.54% | −393−1.3% | Reduced |
| New York State Common Retirement Fund | 31,033 | $5.62M | 0.01% | +3,306+11.9% | Added |
| Addenda Capital Inc. | 30,777 | $5.62M | 0.23% | −238−0.8% | Reduced |
| Cumberland Partners Ltd | 31,243 | $5.66M | 0.56% | −67,732−68.4% | Reduced |
| Washington Trust Advisors, Inc. | 31,291 | $5.67M | 0.58% | −500−1.6% | Reduced |
| Eastover Investment Advisors LLC | 31,345 | $5.68M | 3.18% | +505+1.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 31,748 | $5.75M | 0.58% | +31+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,112 | $5.82M | 0.03% | +2,080+6.9% | Added |
| Pinnacle Associates Ltd | 32,421 | $5.87M | 0.12% | +65+0.2% | Added |
| Portland Global Advisors LLC | 32,676 | $5.92M | 1.01% | +1,716+5.5% | Added |
| Pallas Capital Advisors LLC | 32,478 | $6.13M | 0.57% | +379+1.2% | Added |
| Vestmark Advisory Solutions, Inc. | 35,589 | $6.45M | 0.28% | +5,038+16.5% | Added |
| Stony Point Wealth Management Inc. | 35,685 | $6.47M | 3.36% | +1,430+4.2% | Added |
| TCTC Holdings, LLC | 35,721 | $6.47M | 0.26% | +34+0.1% | Added |
| Kavar Capital Partners Group, LLC | 36,548 | $6.62M | 1.43% | +115+0.3% | Added |
| Parkwood LLC | 36,970 | $6.70M | 1.25% | +1,177+3.3% | Added |
| Colonial Trust Advisors | 37,081 | $6.72M | 0.79% | +1,710+4.8% | Added |
| Strategy Asset Managers LLC | 37,627 | $6.82M | 1.66% | −832−2.2% | Reduced |
| Adviser Investments LLC | 37,878 | $6.86M | 0.16% | +837+2.3% | Added |
| Fifth Third Bancorp | 38,029 | $6.89M | 0.03% | +573+1.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 38,030 | $6.89M | 2.75% | −80−0.2% | Reduced |
| Campbell Capital Management Inc | 38,390 | $6.96M | 5.35% | +19,220+100.3% | Added |
| Tanager Wealth Management LLP | 38,142 | $6.97M | 1.65% | +16,810+78.8% | Added |
| Partners Capital Investment Group, LLP | 157,244 | $7.01M | 0.30% | +157,244 | New |
| M&T Bank Corp | 38,684 | $7.01M | 0.03% | −1,382−3.4% | Reduced |
| Atria Investments LLC | 38,885 | $7.04M | 0.13% | +1,288+3.4% | Added |
| Trust Co of Virginia | 39,132 | $7.09M | 0.79% | +291+0.7% | Added |
| Captrust Financial Advisors | 39,658 | $7.19M | 0.03% | +1,170+3.0% | Added |
| Atwater Malick LLC | 39,847 | $7.22M | 3.39% | +745+1.9% | Added |
| Azimuth Capital Investment Management LLC | 40,009 | $7.25M | 0.36% | −155−0.4% | Reduced |
| Oak Harvest Investment Services | 40,830 | $7.40M | 1.70% | +4,875+13.6% | Added |
| Callahan Advisors, LLC | 41,231 | $7.47M | 0.96% | +5,905+16.7% | Added |
| Millennium Management LLC | 41,363 | $7.49M | 0.01% | −181,329−81.4% | Reduced |
| Trust Co of Vermont | 41,704 | $7.56M | 0.53% | +525+1.3% | Added |
| WealthPLAN Partners, LLC | 41,707 | $7.56M | 0.86% | −51,152−55.1% | Reduced |
| Live Oak Private Wealth LLC | 41,872 | $7.59M | 1.57% | +3,186+8.2% | Added |
| Edge Capital Group, LLC | 42,115 | $7.63M | 0.47% | +850+2.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 42,425 | $7.69M | 1.84% | +1,814+4.5% | Added |
| Kerrisdale Advisers, LLC | 42,839 | $7.76M | 2.30% | +42,839 | New |
| Manitou Investment Management Ltd. | 43,747 | $7.93M | 1.94% | −3,200−6.8% | Reduced |
| Cerity Partners LLC | 43,954 | $7.97M | 0.04% | +31,474+252.2% | Added |
| Stonebridge Capital Advisors LLC | 44,217 | $8.01M | 0.91% | +4,760+12.1% | Added |
| Erste Asset Management GmbH | 44,362 | $8.01M | 0.15% | +44,362 | New |
| Boyer & Corporon Wealth Management, LLC | 44,300 | $8.03M | 2.54% | +448+1.0% | Added |
| LMCG Investments, LLC | 44,463 | $8.06M | 0.54% | −607−1.3% | Reduced |
| Lafayette Investments, Inc. | 44,917 | $8.14M | 2.25% | +854+1.9% | Added |
| Ar Asset Management Inc | 45,040 | $8.16M | 2.20% | 00.0% | Unchanged |
| First Personal Financial Services | 45,287 | $8.21M | 2.13% | +1,268+2.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 45,924 | $8.32M | 0.39% | +3,151+7.4% | Added |
| Creative Planning | 49,316 | $8.94M | 0.01% | +1,014+2.1% | Added |
| PFS Investments Inc. | 48,582 | $9.01M | 0.16% | +32,896+209.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 50,520 | $9.15M | 1.98% | −905−1.8% | Reduced |
| Capital International Investors | 51,652 | $9.33M | 0.00% | +70.0% | Added |
| Pinnacle Financial Partners Inc | 52,802 | $9.57M | 0.26% | +3,846+7.9% | Added |
| Narwhal Capital Management | 52,894 | $9.58M | 1.20% | +573+1.1% | Added |
| WealthPlan Investment Management, LLC | 54,095 | $9.80M | 1.69% | −38,429−41.5% | Reduced |
| Citigroup Inc | 54,317 | $9.84M | 0.01% | +7,145+15.1% | Added |
| NorthCrest Asset Manangement, LLC | 55,036 | $9.97M | 0.42% | +8,953+19.4% | Added |
| Glenmede Trust Co NA | 55,434 | $10.0M | 0.06% | −377−0.7% | Reduced |
| Causeway Capital Management LLC | 55,630 | $10.1M | 0.24% | +55,630 | New |