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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 3,727 | $675.3K | 0.03% | −3,787−50.4% | Reduced |
| Wedbush Securities Inc | 3,726 | $675.0K | 0.03% | +1,065+40.0% | Added |
| Salvus Wealth Management, LLC | 3,715 | $673.1K | 0.54% | +78+2.1% | Added |
| Affiance Financial, LLC | 3,702 | $670.9K | 0.36% | −10.0% | Reduced |
| Texas Yale Capital Corp. | 3,665 | $664.0K | 0.03% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 3,645 | $660.0K | 0.00% | +221+6.5% | Added |
| Fragasso Group Inc. | 3,636 | $658.8K | 0.08% | +43+1.2% | Added |
| Icon Wealth Partners, LLC | 3,578 | $648.3K | 0.07% | +3,578 | New |
| Regal Investment Advisors LLC | 3,577 | $648.1K | 0.06% | +786+28.2% | Added |
| Intrust Bank NA | 3,562 | $645.4K | 0.08% | −125−3.4% | Reduced |
| Balyasny Asset Management LLC | 3,539 | $641.2K | 0.00% | −118,457−97.1% | Reduced |
| Barden Capital Management, Inc. | 3,534 | $640.3K | 0.61% | +3,534 | New |
| Ieq Capital, LLC | 3,514 | $636.8K | 0.01% | −632−15.2% | Reduced |
| Cullinan Associates Inc | 3,500 | $634.1K | 0.04% | −691−16.5% | Reduced |
| Summitry LLC | 3,490 | $632.3K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,482 | $630.8K | 0.26% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,478 | $630.1K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,448 | $624.7K | 0.13% | +102+3.0% | Added |
| First Nebraska Trust Co | 3,441 | $623.4K | 0.08% | −25−0.7% | Reduced |
| Cohen Investment Advisors LLC | 3,431 | $621.6K | 0.49% | +106+3.2% | Added |
| Aquatic Capital Management LLC | 3,400 | $616.0K | 0.04% | −5,200−60.5% | Reduced |
| Checchi Capital Advisers, LLC | 3,399 | $615.8K | 0.06% | −217−6.0% | Reduced |
| Crawford Investment Counsel Inc | 3,385 | $613.3K | 0.01% | −15−0.4% | Reduced |
| CAPROCK Group, Inc. | 3,356 | $613.3K | 0.05% | −22−0.7% | Reduced |
| Fiduciary Group LLC | 3,380 | $612.4K | 0.08% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,334 | $604.1K | 0.04% | +177+5.6% | Added |
| J.W. Cole Advisors, Inc. | 3,328 | $603.0K | 0.04% | +1,043+45.6% | Added |
| Rehmann Capital Advisory Group | 3,328 | $603.0K | 0.06% | −440−11.7% | Reduced |
| SG Americas Securities, LLC | 3,308 | $599.0K | 0.01% | +2,400+264.3% | Added |
| Balentine LLC | 3,303 | $598.4K | 0.02% | −1,181−26.3% | Reduced |
| Greenleaf Trust | 3,287 | $595.5K | 0.01% | +156+5.0% | Added |
| Atlas Capital Advisors LLC | 3,230 | $585.2K | 0.09% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,212 | $582.0K | 0.02% | +3,212 | New |
| Bard Financial Services, Inc. | 3,200 | $579.8K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,192 | $578.3K | 0.05% | −137−4.1% | Reduced |
| Cable Hill Partners, LLC | 3,151 | $575.8K | 0.09% | −195−5.8% | Reduced |
| Integrated Advisors Network LLC | 3,147 | $570.1K | 0.03% | +8+0.3% | Added |
| Pitti Group Wealth Management, LLC | 3,137 | $568.3K | 0.63% | −97−3.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,117 | $564.7K | 0.23% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,015 | $546.3K | 0.38% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 3,014 | $545.7K | 0.69% | +103+3.5% | Added |
| Ronald Blue Trust, Inc. | 3,050 | $544.0K | 0.01% | +365+13.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $543.5K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 2,996 | $543.0K | 0.00% | +50+1.7% | Added |
| Mission Wealth Management, LP | 2,995 | $542.7K | 0.02% | +221+8.0% | Added |
| Imprint Wealth LLC | 2,969 | $542.6K | 0.36% | +2,969 | New |
| Howland Capital Management LLC | 2,967 | $541.5K | 0.03% | +389+15.1% | Added |
| Clearstead Advisors, LLC | 2,982 | $540.2K | 0.04% | +1,397+88.1% | Added |
| Founders Financial Alliance, LLC | 2,950 | $536.4K | 0.27% | +10.0% | Added |
| McDonald Partners LLC | 2,950 | $534.4K | 0.17% | −38−1.3% | Reduced |
| Americana Partners, LLC | 2,937 | $532.1K | 0.08% | −11−0.4% | Reduced |
| Eagle Asset Management Inc | 2,931 | $531.0K | 0.00% | +91+3.2% | Added |
| SeaCrest Wealth Management, LLC | 2,921 | $529.2K | 0.07% | +66+2.3% | Added |
| Old National Bancorp | 2,920 | $529.0K | 0.02% | +114+4.1% | Added |
| InterOcean Capital Group, LLC | 2,919 | $528.9K | 0.02% | −106−3.5% | Reduced |
| 3Chopt Investment Partners, LLC | 2,895 | $528.8K | 0.28% | +1,354+87.9% | Added |
| ProVise Management Group, LLC | 2,892 | $524.1K | 0.05% | −154−5.1% | Reduced |
| Spire Wealth Management | 2,873 | $520.5K | 0.02% | +804+38.9% | Added |
| Strategic Global Advisors, LLC | 2,844 | $515.3K | 0.08% | −113−3.8% | Reduced |
| Bulltick Wealth Management, LLC | 2,782 | $508.3K | 0.13% | +475+20.6% | Added |
| Fca Corp | 2,800 | $507.3K | 0.19% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,800 | $507.3K | 0.01% | +22+0.8% | Added |
| Henry James International Management, Inc. | 2,785 | $504.6K | 0.21% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,750 | $498.2K | 0.52% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 2,741 | $496.0K | 0.19% | +17+0.6% | Added |
| Avalon Investment & Advisory | 2,700 | $489.2K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,686 | $486.7K | 0.04% | +2,686 | New |
| Dorchester Wealth Management Co | 2,665 | $482.8K | 0.10% | +25+0.9% | Added |
| Gradient Investments LLC | 2,644 | $479.1K | 0.01% | +459+21.0% | Added |
| Essex Savings Bank | 2,633 | $477.0K | 0.17% | −50−1.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,610 | $473.0K | 0.05% | +20+0.8% | Added |
| Becker Capital Management Inc | 2,570 | $469.6K | 0.02% | +273+11.9% | Added |
| Marcum Wealth, LLC | 2,587 | $468.7K | 0.06% | +368+16.6% | Added |
| Meixler Investment Management, Ltd. | 2,562 | $464.2K | 0.45% | +33+1.3% | Added |
| Zuckerman Investment Group, LLC | 2,555 | $462.9K | 0.07% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,539 | $461.0K | 0.10% | −148−5.5% | Reduced |
| Janney Capital Management LLC | 2,539 | $460.0K | 0.03% | +27+1.1% | Added |
| Inlet Private Wealth, LLC | 2,537 | $459.7K | 0.12% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,511 | $454.9K | 0.23% | +390+18.4% | Added |
| Schonfeld Strategic Advisors LLC | 2,500 | $452.9K | 0.00% | −8,100−76.4% | Reduced |
| Forum Financial Management, LP | 2,491 | $451.3K | 0.01% | +25+1.0% | Added |
| Dynamic Advisor Solutions LLC | 2,471 | $447.7K | 0.03% | +1,153+87.5% | Added |
| Nilsine Partners, LLC | 2,440 | $442.1K | 0.07% | +2,440 | New |
| Silvercrest Asset Management Group LLC | 2,396 | $434.2K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,389 | $432.8K | 0.01% | +312+15.0% | Added |
| Flputnam Investment Management Co | 2,388 | $432.7K | 0.01% | −375−13.6% | Reduced |
| First National Corp | 2,386 | $432.3K | 0.10% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,361 | $427.8K | 0.00% | −28−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,357 | $427.0K | 0.02% | −68−2.8% | Reduced |
| Sowell Financial Services LLC | 2,349 | $426.0K | 0.03% | +2,349 | New |
| Quad-Cities Investment Group, LLC | 2,350 | $425.8K | 0.29% | −73−3.0% | Reduced |
| Dearborn Partners LLC | 2,339 | $423.8K | 0.02% | −540−18.8% | Reduced |
| Insigneo Advisory Services, LLC | 2,307 | $421.3K | 0.13% | +474+25.9% | Added |
| Robertson Stephens Wealth Management, LLC | 2,304 | $421.2K | 0.03% | +347+17.7% | Added |
| Western Wealth Management, LLC | 2,320 | $420.4K | 0.04% | +101+4.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,319 | $420.2K | 0.07% | +609+35.6% | Added |
| Advocate Group LLC | 2,317 | $419.8K | 0.09% | +191+9.0% | Added |
| Principal Street Partners, LLC | 2,280 | $416.6K | 0.11% | −91−3.8% | Reduced |
| Fort Washington Investment Advisors Inc | 2,281 | $413.3K | 0.00% | −419−15.5% | Reduced |
| Sunbelt Securities, Inc. | 2,286 | $412.9K | 0.07% | +400+21.2% | Added |