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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 10,499 | $1.90M | 0.12% | −52−0.5% | Reduced |
| Stephens Inc | 10,349 | $1.87M | 0.04% | +2,235+27.5% | Added |
| Tandem Capital Management Corp | 10,168 | $1.84M | 1.30% | −21−0.2% | Reduced |
| South State Corp. | 10,157 | $1.84M | 0.17% | +28+0.3% | Added |
| National Asset Management, Inc. | 10,011 | $1.83M | 0.05% | −1,685−14.4% | Reduced |
| Advisor Partners II, LLC | 10,003 | $1.81M | 0.10% | +1,881+23.2% | Added |
| GYL Financial Synergies, LLC | 9,858 | $1.79M | 0.21% | +9,858 | New |
| Mitchell Capital Management Co | 9,747 | $1.77M | 0.44% | −82−0.8% | Reduced |
| Russell Investments Group, Ltd. | 9,744 | $1.77M | 0.00% | +3,753+62.6% | Added |
| Synovus Financial Corp | 9,696 | $1.76M | 0.02% | −2,181−18.4% | Reduced |
| Citizens National Bank Trust Department | 9,635 | $1.75M | 0.48% | −135−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 9,611 | $1.74M | 0.04% | −994−9.4% | Reduced |
| Yousif Capital Management, LLC | 9,575 | $1.73M | 0.02% | +47+0.5% | Added |
| Old Port Advisors | 9,379 | $1.73M | 0.62% | +761+8.8% | Added |
| Guggenheim Capital LLC | 9,465 | $1.71M | 0.01% | +1,166+14.0% | Added |
| Dillon & Associates Inc | 9,419 | $1.71M | 0.34% | +24+0.3% | Added |
| Toronto Dominion Bank | 9,391 | $1.70M | 0.00% | +296+3.3% | Added |
| Colonial Trust Co | 9,333 | $1.69M | 0.43% | +255+2.8% | Added |
| JustInvest LLC | 9,322 | $1.69M | 0.06% | +935+11.1% | Added |
| Telemus Capital, LLC | 9,301 | $1.69M | 0.15% | −467−4.8% | Reduced |
| Welch & Forbes LLC | 9,284 | $1.68M | 0.03% | −28−0.3% | Reduced |
| Horizon Investments, LLC | 9,215 | $1.67M | 0.05% | +3,570+63.2% | Added |
| Lantz Financial LLC | 9,042 | $1.64M | 0.68% | +9+0.1% | Added |
| Bessemer Group Inc | 8,904 | $1.61M | 0.00% | +4,379+96.8% | Added |
| Griffin Asset Management, Inc. | 8,864 | $1.61M | 0.22% | −205−2.3% | Reduced |
| PFG Advisors | 8,840 | $1.60M | 0.13% | −918−9.4% | Reduced |
| Roundview Capital LLC | 8,778 | $1.59M | 0.17% | +2,033+30.1% | Added |
| Capstone Triton Financial Group, LLC | 8,591 | $1.56M | 1.17% | −388−4.3% | Reduced |
| Janus Henderson Group PLC | 8,509 | $1.54M | 0.00% | +4,067+91.6% | Added |
| Valeo Financial Advisors, LLC | 34,425 | $1.53M | 0.07% | +444+1.3% | Added |
| Two Sigma Investments, LP | 8,449 | $1.53M | 0.00% | +7,249+604.1% | Added |
| Alaethes Wealth LLC | 8,422 | $1.53M | 0.89% | +253+3.1% | Added |
| Pathstone Family Office, LLC | 8,388 | $1.52M | 0.02% | −1,121−11.8% | Reduced |
| Cobblestone Capital Advisors LLC | 8,337 | $1.51M | 0.11% | −55,340−86.9% | Reduced |
| Euro Pacific Asset Management, LLC | 8,211 | $1.50M | 0.32% | −334−3.9% | Reduced |
| State Street Corp | 8,220 | $1.50M | 0.00% | −4,197−33.8% | Reduced |
| Stonegate Investment Group, LLC | 8,235 | $1.49M | 0.06% | +2,607+46.3% | Added |
| Wunderlich Capital Managemnt | 8,234 | $1.49M | 0.78% | +479+6.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,194 | $1.48M | 0.02% | −133−1.6% | Reduced |
| Wealthspire Advisors, LLC | 8,181 | $1.48M | 0.03% | −1,018−11.1% | Reduced |
| Peapack Gladstone Financial Corp | 8,070 | $1.47M | 0.03% | −115−1.4% | Reduced |
| Wambolt & Associates, LLC | 7,944 | $1.44M | 0.51% | +236+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,932 | $1.44M | 0.13% | +363+4.8% | Added |
| SYSTM Wealth Solutions LLC | 7,863 | $1.42M | 0.22% | +880+12.6% | Added |
| Bull Street Advisors, LLC | 7,815 | $1.42M | 0.73% | −500−6.0% | Reduced |
| First Horizon Advisors, Inc. | 7,713 | $1.40M | 0.05% | +1,102+16.7% | Added |
| DRW Securities, LLC | 7,710 | $1.40M | 0.20% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,626 | $1.38M | 0.20% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 7,578 | $1.37M | 0.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,573 | $1.37M | 0.02% | −17−0.2% | Reduced |
| Weatherly Asset Management L. P. | 7,445 | $1.36M | 0.18% | −92−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 7,477 | $1.35M | 0.02% | +713+10.5% | Added |
| Transcend Wealth Collective, LLC | 7,458 | $1.35M | 0.14% | +27+0.4% | Added |
| SS&H Financial Advisors, Inc. | 7,450 | $1.35M | 0.62% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 7,441 | $1.34M | 1.17% | −147−1.9% | Reduced |
| Naviter Wealth, LLC | 7,276 | $1.33M | 0.46% | +665+10.1% | Added |
| D.B. Root & Company, LLC | 7,321 | $1.33M | 0.52% | +328+4.7% | Added |
| Cary Street Partner Investment Advisory LLC | 7,300 | $1.32M | 0.10% | −59−0.8% | Reduced |
| Shorepoint Capital Partners LLC | 7,293 | $1.32M | 0.38% | +1,069+17.2% | Added |
| Accretive Wealth Partners, LLC | 7,217 | $1.31M | 0.84% | +157+2.2% | Added |
| Atria Wealth Solutions, Inc. | 7,135 | $1.30M | 0.02% | +2,610+57.7% | Added |
| Arrowstreet Capital, Limited Partnership | 7,130 | $1.29M | 0.00% | −195,770−96.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,053 | $1.28M | 0.05% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,941 | $1.26M | 0.20% | −170−2.4% | Reduced |
| KMG Fiduciary Partners, LLC | 6,836 | $1.24M | 0.18% | +6,836 | New |
| Advisors Asset Management, Inc. | 6,814 | $1.23M | 0.03% | −2,807−29.2% | Reduced |
| Capital Insight Partners, LLC | 6,792 | $1.23M | 0.29% | +144+2.2% | Added |
| Kathleen S. Wright Associates Inc. | 6,750 | $1.22M | 0.80% | −50−0.7% | Reduced |
| Galibier Capital Management Ltd. | 6,700 | $1.21M | 0.29% | +5,800+644.4% | Added |
| Atlantic Union Bankshares Corp | 6,577 | $1.19M | 0.12% | −1,492−18.5% | Reduced |
| Sterling Investment Management, Inc. | 6,549 | $1.19M | 0.94% | −89−1.3% | Reduced |
| LVW Advisors, LLC | 6,519 | $1.18M | 0.24% | −949−12.7% | Reduced |
| Summit Financial, LLC | 6,456 | $1.18M | 0.10% | −25−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 6,502 | $1.18M | 0.00% | −521−7.4% | Reduced |
| Joel Isaacson & Co., LLC | 6,434 | $1.17M | 0.08% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6,361 | $1.15M | 0.14% | −754−10.6% | Reduced |
| Venture Visionary Partners LLC | 6,326 | $1.15M | 0.07% | −188−2.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,223 | $1.14M | 0.52% | −130−2.0% | Reduced |
| Canandaigua National Bank & Trust Co | 6,222 | $1.13M | 0.19% | +6,222 | New |
| FRG Family Wealth Advisors LLC | 6,175 | $1.12M | 0.26% | −60−1.0% | Reduced |
| Aberdeen Wealth Management LLC | 6,166 | $1.12M | 0.83% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 6,120 | $1.11M | 0.35% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 6,109 | $1.11M | 0.79% | +542+9.7% | Added |
| Atlas Private Wealth Management | 6,091 | $1.10M | 0.66% | +275+4.7% | Added |
| M Holdings Securities, Inc. | 6,072 | $1.10M | 0.11% | −1,060−14.9% | Reduced |
| Twelve Points Wealth Management LLC | 6,057 | $1.10M | 0.63% | +58+1.0% | Added |
| Rossmore Private Capital | 6,048 | $1.10M | 0.17% | −50−0.8% | Reduced |
| Farmers & Merchants Investments Inc | 6,039 | $1.09M | 0.04% | −3,175−34.5% | Reduced |
| Signaturefd, LLC | 6,011 | $1.09M | 0.03% | −61−1.0% | Reduced |
| Ritholtz Wealth Management | 6,002 | $1.09M | 0.05% | −203−3.3% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $1.09M | 0.28% | 00.0% | Unchanged |
| Veritable, L.P. | 5,929 | $1.07M | 0.02% | +81+1.4% | Added |
| Umb Bank N A | 5,869 | $1.06M | 0.02% | +78+1.3% | Added |
| Retirement Planning Co of New England, Inc. | 5,857 | $1.06M | 0.65% | −42−0.7% | Reduced |
| Winning Points Advisors, LLC | 5,857 | $1.06M | 1.28% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,820 | $1.05M | 0.26% | +545+10.3% | Added |
| 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 |
| Cresset Asset Management, LLC | 5,772 | $1.05M | 0.02% | −866−13.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,777 | $1.05M | 0.02% | +120+2.1% | Added |