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 |
|---|---|---|---|---|---|
| Baxter Bros Inc | 5,750 | $1.04M | 0.16% | −200−3.4% | Reduced |
| Tiaa, FSB | 5,721 | $1.04M | 0.00% | −500−8.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,715 | $1.04M | 0.09% | +771+15.6% | Added |
| BCGM Wealth Management, LLC | 5,665 | $1.03M | 0.52% | −326−5.4% | Reduced |
| Quantbot Technologies LP | 5,613 | $1.02M | 0.07% | −580−9.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,598 | $1.01M | 0.09% | +18+0.3% | Added |
| True North Advisors, LLC | 5,589 | $1.01M | 0.30% | −425−7.1% | Reduced |
| Empire Financial Management Company, LLC | 5,559 | $1.01M | 0.41% | +5,559 | New |
| Segall Bryant & Hamill, LLC | 5,501 | $996.0K | 0.01% | −135−2.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,489 | $995.0K | 0.04% | +387+7.6% | Added |
| Fiera Capital Corp | 5,438 | $985.3K | 0.00% | +609+12.6% | Added |
| Connectus Wealth, LLC | 5,428 | $983.6K | 0.02% | +5,428 | New |
| Stratos Wealth Partners, LTD. | 5,425 | $983.0K | 0.03% | −700−11.4% | Reduced |
| Boston Private Wealth LLC | 5,386 | $975.9K | 0.01% | −127−2.3% | Reduced |
| Stillwater Investment Management, LLC | 5,332 | $966.1K | 0.26% | 00.0% | Unchanged |
| Bangor Savings Bank | 5,305 | $961.2K | 0.11% | −110−2.0% | Reduced |
| Quadrant Capital Group LLC | 5,280 | $956.9K | 0.10% | +773+17.2% | Added |
| Asset Management One Co.,Ltd. | 5,268 | $954.5K | 0.00% | −341−6.1% | Reduced |
| Marks Group Wealth Management, Inc | 5,245 | $950.3K | 0.12% | −112−2.1% | Reduced |
| Level Four Advisory Services, LLC | 5,224 | $946.4K | 0.06% | +511+10.8% | Added |
| Occidental Asset Management, LLC | 5,190 | $940.3K | 0.23% | −12−0.2% | Reduced |
| Aigen Investment Management, LP | 5,186 | $939.6K | 0.13% | +5,186 | New |
| Mitchell Sinkler & Starr | 5,175 | $937.6K | 0.28% | +955+22.6% | Added |
| McKinley Capital Management LLC /Delaware | 5,173 | $937.2K | 0.12% | −174−3.3% | Reduced |
| Wealth Alliance | 5,172 | $937.1K | 0.15% | −15−0.3% | Reduced |
| Regions Financial Corp | 5,148 | $933.0K | 0.01% | −122−2.3% | Reduced |
| Lido Advisors, LLC | 5,129 | $929.3K | 0.01% | +1,934+60.5% | Added |
| Sigma Planning Corp | 5,128 | $929.3K | 0.03% | +6+0.1% | Added |
| DFPG Investments, LLC | 5,114 | $926.6K | 0.10% | +2,113+70.4% | Added |
| Apollon Wealth Management, LLC | 5,099 | $923.8K | 0.06% | −343−6.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,082 | $920.8K | 0.00% | +450+9.7% | Added |
| Sandy Cove Advisors, LLC | 5,050 | $915.0K | 0.66% | +100+2.0% | Added |
| Columbia Asset Management | 4,997 | $905.0K | 0.21% | +33+0.7% | Added |
| D.A. Davidson & Co. | 4,991 | $904.4K | 0.01% | −4,349−46.6% | Reduced |
| Parsons Capital Management Inc | 4,950 | $896.8K | 0.07% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 4,915 | $890.5K | 0.27% | +26+0.5% | Added |
| Campbell & CO Investment Adviser LLC | 4,906 | $888.9K | 0.17% | −6,671−57.6% | Reduced |
| Vise Technologies, Inc. | 4,903 | $888.4K | 0.23% | +91+1.9% | Added |
| King Luther Capital Management Corp | 4,901 | $888.0K | 0.00% | +353+7.8% | Added |
| Quantinno Capital Management LP | 4,886 | $885.0K | 0.06% | +986+25.3% | Added |
| Tiedemann Advisors, LLC | 4,840 | $884.3K | 0.04% | +55+1.1% | Added |
| AE Wealth Management LLC | 4,865 | $881.4K | 0.01% | −27−0.6% | Reduced |
| Heritage Wealth Advisors | 4,835 | $876.0K | 0.05% | −144−2.9% | Reduced |
| Banco de Sabadell, S.A | 4,840 | $876.0K | 0.73% | −202−4.0% | Reduced |
| Iams Wealth Management, LLC | 4,831 | $874.6K | 0.73% | +1,627+50.8% | Added |
| Comerica Securities,inc. | 4,782 | $873.7K | 0.06% | −178−3.6% | Reduced |
| TD Asset Management Inc | 4,781 | $866.2K | 0.00% | −146−3.0% | Reduced |
| Veriti Management LLC | 4,778 | $865.7K | 0.10% | −231−4.6% | Reduced |
| Intelligent Financial Strategies | 4,708 | $860.1K | 0.67% | −252−5.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,722 | $855.5K | 0.01% | −189−3.8% | Reduced |
| Prudential Financial Inc | 4,881 | $842.6K | 0.00% | −355−6.8% | Reduced |
| Coastal Investment Advisors, Inc. | 4,626 | $838.1K | 0.20% | −171−3.6% | Reduced |
| CWS Financial Advisors, LLC | 4,584 | $830.5K | 0.33% | −605−11.7% | Reduced |
| Sequoia Financial Advisors, LLC | 4,554 | $825.1K | 0.02% | +405+9.8% | Added |
| Jacobi Capital Management LLC | 4,518 | $818.7K | 0.10% | −43−0.9% | Reduced |
| 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 |
| Main Street Financial Solutions, LLC | 4,481 | $813.0K | 0.12% | +236+5.6% | Added |
| Agf Management Ltd | 4,456 | $807.3K | 0.01% | −150−3.3% | Reduced |
| Pacer Advisors, Inc. | 4,444 | $805.2K | 0.00% | +141+3.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,437 | $803.9K | 0.50% | +16+0.4% | Added |
| Cypress Capital Group | 4,425 | $801.7K | 0.12% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,404 | $798.0K | 0.19% | −79−1.8% | Reduced |
| Welch Group, LLC | 4,400 | $797.2K | 0.05% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 4,346 | $787.4K | 0.27% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 4,321 | $782.9K | 0.11% | +4,321 | New |
| Pekin Hardy Strauss, Inc. | 4,308 | $780.5K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,268 | $780.0K | 0.04% | +26+0.6% | Added |
| Bradley Foster & Sargent Inc | 4,305 | $780.0K | 0.02% | +85+2.0% | Added |
| Grimes & Company, Inc. | 4,296 | $778.3K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,290 | $777.3K | 0.01% | +111+2.7% | Added |
| Verdence Capital Advisors LLC | 4,282 | $775.9K | 0.09% | +1,016+31.1% | Added |
| Caldwell Trust Co | 4,280 | $775.5K | 0.11% | −207−4.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,255 | $770.0K | 0.29% | +477+12.6% | 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 |
| Financial Architects, Inc | 4,214 | $763.5K | 0.12% | +22+0.5% | Added |
| Wrapmanager Inc | 4,206 | $762.0K | 0.23% | −354−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,202 | $761.3K | 0.01% | −156−3.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 4,200 | $761.0K | 0.34% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,167 | $754.9K | 0.08% | +420+11.2% | Added |
| Meyer Handelman Co | 4,138 | $749.7K | 0.03% | +4,138 | New |
| Ellevest, Inc. | 4,132 | $748.6K | 0.06% | −116−2.7% | Reduced |
| Moreno Evelyn V | 4,130 | $748.3K | 0.17% | −1,723−29.4% | Reduced |
| Wills Financial Group, Inc. | 4,118 | $746.1K | 0.40% | +4,118 | New |
| Parallel Advisors, LLC | 4,116 | $745.9K | 0.03% | +946+29.8% | Added |
| Jane Street Group, LLC | 4,183 | $745.6K | 0.00% | +4,183 | New |
| Ancora Advisors, LLC | 4,041 | $732.1K | 0.02% | −106−2.6% | Reduced |
| Blue Square Asset Management, LLC | 4,037 | $731.4K | 0.48% | +4,037 | New |
| Addison Capital Co | 4,002 | $725.0K | 0.55% | −4,327−52.0% | Reduced |
| RSM US Wealth Management LLC | 3,994 | $723.6K | 0.03% | +1,676+72.3% | Added |
| Profund Advisors LLC | 3,893 | $705.3K | 0.04% | +298+8.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,866 | $700.4K | 0.02% | −75−1.9% | Reduced |
| Johnson Investment Counsel Inc | 3,831 | $694.1K | 0.01% | −162−4.1% | Reduced |
| Voya Investment Management LLC | 3,800 | $688.5K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,780 | $684.9K | 0.03% | +32+0.9% | Added |
| Wimmer Associates 1, LLC | 3,820 | $684.3K | 0.44% | +202+5.6% | Added |
| Glenview Trust Co | 3,753 | $680.0K | 0.02% | −571−13.2% | Reduced |
| First National Trust Co | 3,750 | $679.4K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 3,750 | $679.0K | 0.33% | 00.0% | Unchanged |