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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 23,891 | $4.33M | 0.83% | +4,710+24.6% | Added |
| Ethic Inc. | 23,781 | $4.31M | 0.17% | −1,066−4.3% | Reduced |
| Hantz Financial Services, Inc. | 23,779 | $4.31M | 0.12% | +23,779 | New |
| Susquehanna International Group, LLP | 23,513 | $4.26M | 0.01% | +22,024+1,479.1% | Added |
| Colony Group LLC | 23,232 | $4.21M | 0.06% | −668−2.8% | Reduced |
| Qube Research & Technologies Ltd | 22,670 | $4.11M | 0.02% | −88,175−79.5% | Reduced |
| Montag A & Associates Inc | 22,245 | $4.06M | 0.27% | −700−3.1% | Reduced |
| MML Investors Services, LLC | 22,224 | $4.03M | 0.03% | −3,146−12.4% | Reduced |
| Central Trust Co | 22,022 | $3.99M | 0.12% | −370−1.7% | Reduced |
| M. Kulyk & Associates, LLC | 21,911 | $3.97M | 1.20% | +531+2.5% | Added |
| Graybill Bartz & Assoc Ltd | 21,711 | $3.93M | 2.00% | +1,028+5.0% | Added |
| Kestra Private Wealth Services, LLC | 21,585 | $3.91M | 0.16% | +2,057+10.5% | Added |
| Integrated Wealth Concepts LLC | 21,376 | $3.87M | 0.08% | +1,398+7.0% | Added |
| Pittenger & Anderson Inc | 21,360 | $3.87M | 0.20% | −107−0.5% | Reduced |
| Polaris Wealth Advisory Group, LLC | 21,246 | $3.85M | 0.28% | −1,640−7.2% | Reduced |
| McGinn Investment Management, Inc. | 21,173 | $3.84M | 2.92% | −4,681−18.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 20,053 | $3.63M | 0.01% | −5,745−22.3% | Reduced |
| Fiduciary Trust Co | 19,747 | $3.58M | 0.07% | −208−1.0% | Reduced |
| Nelson Capital Management, LLC | 19,663 | $3.56M | 1.01% | −252−1.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,552 | $3.54M | 2.72% | −71−0.4% | Reduced |
| Meridian Wealth Advisors, LLC | 19,401 | $3.52M | 0.88% | +1,439+8.0% | Added |
| Douglass Winthrop Advisors, LLC | 19,348 | $3.50M | 0.09% | −796−4.0% | Reduced |
| First American Bank | 19,220 | $3.48M | 0.32% | +259+1.4% | Added |
| Blue Zone Wealth Advisors, LLC | 19,175 | $3.47M | 1.86% | +5,731+42.6% | Added |
| William Blair Investment Management, LLC | 19,172 | $3.47M | 0.01% | −76−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 19,048 | $3.45M | 0.03% | +10,773+130.2% | Added |
| Marble Harbor Investment Counsel, LLC | 18,943 | $3.43M | 0.44% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 18,659 | $3.38M | 1.05% | −623−3.2% | Reduced |
| Eagle Global Advisors LLC | 18,626 | $3.37M | 0.23% | −10−0.1% | Reduced |
| UBS Asset Management Americas Inc | 18,328 | $3.32M | 0.00% | +2,800+18.0% | Added |
| Haverford Trust Co | 17,745 | $3.22M | 0.04% | −2,446−12.1% | Reduced |
| Whittier Trust Co | 17,657 | $3.20M | 0.06% | −84−0.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 17,635 | $3.20M | 0.34% | −745−4.1% | Reduced |
| Perennial Advisors, LLC | 17,413 | $3.16M | 0.90% | +391+2.3% | Added |
| FDx Advisors, Inc. | 17,452 | $3.11M | 0.14% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 17,151 | $3.11M | 1.28% | +327+1.9% | Added |
| Sather Financial Group Inc | 17,150 | $3.11M | 0.27% | +113+0.7% | Added |
| Thomas White International Ltd | 17,083 | $3.10M | 0.65% | +14+0.1% | Added |
| Searle & Co. | 16,610 | $3.08M | 1.01% | −384−2.3% | Reduced |
| Hyman Charles D | 16,887 | $3.06M | 0.20% | +20+0.1% | Added |
| Seascape Capital Management | 16,527 | $2.99M | 1.53% | −740−4.3% | Reduced |
| Pavion Blue Capital, LLC | 16,448 | $2.98M | 1.84% | +1,699+11.5% | Added |
| Phraction Management LLC | 16,204 | $2.94M | 1.68% | +7,022+76.5% | Added |
| Kennedy Investment Group | 16,169 | $2.93M | 1.79% | +543+3.5% | Added |
| Advisory Services Network, LLC | 15,952 | $2.89M | 0.08% | +715+4.7% | Added |
| Wetherby Asset Management Inc | 15,866 | $2.87M | 0.17% | +1,596+11.2% | Added |
| Courier Capital LLC | 15,680 | $2.84M | 0.31% | −634−3.9% | Reduced |
| Naples Global Advisors, LLC | 15,424 | $2.82M | 0.35% | +280+1.8% | Added |
| Woodmont Investment Counsel LLC | 15,413 | $2.79M | 0.30% | −205−1.3% | Reduced |
| Highland Capital Management, LLC | 15,367 | $2.78M | 0.21% | +148+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 15,259 | $2.76M | 0.04% | +819+5.7% | Added |
| Madison Asset Management, LLC | 15,208 | $2.76M | 0.04% | +1,932+14.6% | Added |
| Templeton & Phillips Capital Management, LLC | 15,150 | $2.74M | 2.87% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 15,094 | $2.73M | 0.38% | +1,353+9.8% | Added |
| Oppenheimer & Co Inc | 15,078 | $2.73M | 0.06% | +552+3.8% | Added |
| Stokes Family Office, LLC | 14,822 | $2.69M | 0.33% | +220+1.5% | Added |
| Private Advisor Group, LLC | 14,786 | $2.68M | 0.03% | −698−4.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,773 | $2.68M | 0.83% | +1,448+10.9% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 14,700 | $2.66M | 0.15% | +3,000+25.6% | Added |
| Cetera Advisor Networks LLC | 14,606 | $2.65M | 0.02% | −1,240−7.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 14,590 | $2.64M | 2.24% | −950−6.1% | Reduced |
| Cetera Investment Advisers | 14,275 | $2.59M | 0.02% | −256−1.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 14,214 | $2.58M | 0.58% | +10,214+255.4% | Added |
| Clear Harbor Asset Management, LLC | 14,196 | $2.57M | 0.27% | +138+1.0% | Added |
| Prospera Financial Services Inc | 14,071 | $2.55M | 0.10% | +2,563+22.3% | Added |
| Dodge & Cox | 13,952 | $2.53M | 0.00% | −589−4.1% | Reduced |
| Logan Capital Management Inc | 13,836 | $2.51M | 0.12% | +11,756+565.2% | Added |
| Beacon Pointe Advisors, LLC | 13,775 | $2.50M | 0.04% | +1,894+15.9% | Added |
| Stock Yards Bank & Trust Co | 13,737 | $2.49M | 0.10% | +256+1.9% | Added |
| Hamel Associates, Inc. | 13,615 | $2.47M | 0.85% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 13,433 | $2.46M | 1.13% | +580+4.5% | Added |
| Moors & Cabot, Inc. | 13,527 | $2.45M | 0.17% | −166−1.2% | Reduced |
| Modera Wealth Management, LLC | 13,462 | $2.44M | 0.09% | +6,169+84.6% | Added |
| Whittier Trust Co of Nevada Inc | 13,454 | $2.44M | 0.09% | −359−2.6% | Reduced |
| Commerce Bank | 13,288 | $2.41M | 0.02% | +635+5.0% | Added |
| Brookmont Capital Management | 13,253 | $2.40M | 1.51% | +32+0.2% | Added |
| Mercer Global Advisors Inc | 13,235 | $2.40M | 0.01% | −12,144−47.9% | Reduced |
| Westhampton Capital, LLC | 13,133 | $2.38M | 1.53% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 13,127 | $2.38M | 0.01% | −150−1.1% | Reduced |
| NewEdge Wealth, LLC | 13,081 | $2.37M | 0.09% | −1,723−11.6% | Reduced |
| Northwest Investment Counselors, LLC | 13,078 | $2.37M | 0.66% | +52+0.4% | Added |
| Boston Family Office LLC | 12,952 | $2.35M | 0.19% | +104+0.8% | Added |
| Ipswich Investment Management Co., Inc. | 12,762 | $2.31M | 0.63% | +960+8.1% | Added |
| Arden Trust Co | 12,627 | $2.29M | 0.41% | +4,921+63.9% | Added |
| K.J. Harrison & Partners Inc | 12,547 | $2.27M | 0.46% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 12,500 | $2.26M | 1.25% | −110−0.9% | Reduced |
| Absher Wealth Management, LLC | 12,472 | $2.26M | 0.39% | +11,151+844.1% | Added |
| Lee Danner & Bass Inc | 12,370 | $2.24M | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 12,354 | $2.24M | 0.30% | −25−0.2% | Reduced |
| West Coast Financial LLC | 12,325 | $2.23M | 0.34% | −102−0.8% | Reduced |
| Rodgers Brothers Inc. | 12,313 | $2.23M | 0.43% | −200−1.6% | Reduced |
| Jones Financial Companies LLLP | 12,235 | $2.22M | 0.00% | −524−4.1% | Reduced |
| GWM Advisors LLC | 11,909 | $2.18M | 0.03% | −274−2.2% | Reduced |
| Auxier Asset Management | 11,884 | $2.15M | 0.37% | −45−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,345 | $2.06M | 0.23% | +5,044+80.1% | Added |
| GSB Wealth Management, LLC | 11,326 | $2.05M | 0.67% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 11,184 | $2.03M | 0.40% | −85−0.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,830 | $1.96M | 0.98% | +1,581+17.1% | Added |
| Resources Investment Advisors, LLC. | 10,720 | $1.94M | 0.05% | +1,866+21.1% | Added |
| Raymond James Trust N.A. | 10,647 | $1.93M | 0.06% | +917+9.4% | Added |