Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 1,016 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ1 2023: $10.0B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2022.

Institutions holding DEO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
West Bancorporation Inc1,571$284.6K0.22%+105+7.2%Added
Bleakley Financial Group, LLC1,561$282.9K0.01%+37+2.4%Added
Sawtooth Solutions, LLC1,561$282.9K0.01%+1,561New
Norris Perne & French LLP1,555$281.7K0.03%00.0%Unchanged
Wealthsource Partners, LLC1,555$281.7K0.02%00.0%Unchanged
Financial & Tax Architects, LLC1,554$281.6K0.09%+9+0.6%Added
Cary Street Partners Asset Management LLC1,524$276.2K0.05%+2+0.1%Added
Wolverine Trading, LLC1,516$274.0K0.01%+1,516New
Norway Savings Bank1,510$273.6K0.14%−223−12.9%Reduced
Northeast Investment Management1,508$273.2K0.02%−151−9.1%Reduced
Schulhoff & Co Inc1,508$273.2K0.13%00.0%Unchanged
IHT Wealth Management, LLC1,507$273.0K0.02%+201+15.4%Added
Argyle Capital Management Inc.1,500$271.8K0.10%00.0%Unchanged
Parkside Financial Bank & Trust1,495$270.9K0.07%−87−5.5%Reduced
Merit Financial Group, LLC1,493$270.4K0.01%+34+2.3%Added
Legacy Financial Advisors, Inc.1,491$270.2K0.06%−147−9.0%Reduced
Berkshire Asset Management LLC1,491$270.1K0.02%+1,491New
Baldwin Investment Management, LLC1,485$269.1K0.05%−100−6.3%Reduced
Bristlecone Advisors, LLC1,478$267.8K0.03%00.0%Unchanged
Resonant Capital Advisors, LLC1,462$267.1K0.03%−245−14.4%Reduced
Interchange Capital Partners, LLC1,408$263.3K0.14%+1,408New
Sonora Investment Management Group, LLC1,427$258.5K0.02%−6−0.4%Reduced
Penobscot Investment Management Company, Inc.1,425$258.2K0.04%00.0%Unchanged
Guardian Wealth Advisors, LLC1,409$257.6K0.05%−59−4.0%Reduced
Wade G W & Inc1,416$257.0K0.01%−109−7.1%Reduced
Capital Wealth Planning, LLC1,416$256.6K0.00%+1,416New
Quadrant Private Wealth Management, LLC1,403$256.4K0.08%−11−0.8%Reduced
Penserra Capital Management LLC1,416$256.0K0.01%+444+45.7%Added
Hofer & Associates. Inc1,431$255.0K0.26%00.0%Unchanged
Ropes Wealth Advisors LLC1,401$253.8K0.05%−328−19.0%Reduced
Argent Trust Co1,397$253.1K0.02%+15+1.1%Added
Anchor Investment Management, LLC1,394$252.6K0.03%00.0%Unchanged
Allworth Financial LP1,393$252.4K0.00%+250+21.9%Added
MONECO Advisors, LLC1,393$252.4K0.07%+102+7.9%Added
Empower Advisory Group, LLC1,379$250.5K0.00%+1,379New
SOL Capital Management CO1,380$250.0K0.04%00.0%Unchanged
Andesa Financial Management Inc.1,401$249.5K0.13%+1,401New
Nwam LLC1,373$248.8K0.03%−154−10.1%Reduced
Arkadios Wealth Advisors1,364$247.1K0.03%+21+1.6%Added
Horan Securities, Inc.1,358$246.1K0.13%+145+12.0%Added
Tacita Capital Inc1,350$245.0K0.18%00.0%Unchanged
Optas, LLC1,350$244.6K0.09%+16+1.2%Added
Belpointe Asset Management LLC1,347$244.2K0.01%+135+11.1%Added
Chemistry Wealth Management LLC1,344$243.5K0.08%00.0%Unchanged
Blue Barn Wealth, LLC1,334$241.7K0.15%+1,334New
Walter & Keenan Financial Consulting Co1,332$241.3K0.09%00.0%Unchanged
Green Harvest Asset Management LLC1,328$240.6K0.01%−74−5.3%Reduced
Sanders Morris Harris LLC1,325$240.1K0.08%+1,325New
Centennial Wealth Advisory LLC1,323$239.7K0.13%00.0%Unchanged
Stratos Wealth Advisors, LLC1,318$238.9K0.02%+51+4.0%Added
Van Hulzen Asset Management, LLC1,313$238.0K0.02%+1,313New
Texas Capital Bancshares Inc1,311$237.5K0.15%−6−0.5%Reduced
Wealth Enhancement Advisory Services, LLC1,309$237.1K0.00%+1,309New
Opal Wealth Advisors, LLC1,307$236.8K0.14%+164+14.3%Added
Professional Advisory Services Inc1,300$236.0K0.04%00.0%Unchanged
Harvey Investment Co LLC1,304$236.0K0.03%00.0%Unchanged
Parthenon LLC1,300$235.5K0.04%00.0%Unchanged
Burt Wealth Advisors1,296$234.8K0.07%00.0%Unchanged
FirstPurpose Wealth LLC1,291$233.9K0.12%+1,291New
Clifford Swan Investment Counsel LLC1,285$232.8K0.01%00.0%Unchanged
Principle Wealth Partners LLC1,273$230.6K0.02%00.0%Unchanged
MJP Associates Inc1,266$229.3K0.07%+39+3.2%Added
Harbour Investments, Inc.1,263$228.8K0.01%+16+1.3%Added
LS Investment Advisors, LLC1,258$227.9K0.04%00.0%Unchanged
Flagship Harbor Advisors, LLC1,256$227.6K0.02%00.0%Unchanged
Charter Trust Co1,255$227.4K0.02%00.0%Unchanged
Koshinski Asset Management, Inc.1,255$227.4K0.02%+38+3.1%Added
Albert D Mason Inc1,251$227.0K0.16%+81+6.9%Added
Savant Capital, LLC1,253$227.0K0.00%+1,253New
Hemenway Trust Co LLC1,252$226.8K0.02%+43+3.6%Added
Webster Bank, N. A.1,251$226.7K0.03%00.0%Unchanged
Birch Hill Investment Advisors LLC1,250$226.5K0.01%00.0%Unchanged
Heron Financial Group, LLC1,245$225.6K0.12%−14−1.1%Reduced
Argonautica Private Wealth Management, Inc1,242$225.1K0.11%−209−14.4%Reduced
Curi Capital1,237$224.1K0.03%+47+3.9%Added
Linscomb & Williams, Inc.1,233$223.5K0.01%−65−5.0%Reduced
Stiles Financial Services Inc1,231$223.1K0.12%+30+2.5%Added
Hills Bank & Trust Co1,231$223.0K0.03%00.0%Unchanged
Financial Counselors Inc1,232$223.0K0.00%−549−30.8%Reduced
Leavell Investment Management, Inc.1,217$223.0K0.02%−100−7.6%Reduced
Buckingham Strategic Wealth, LLC1,247$222.1K0.00%00.0%Unchanged
Eagle Ridge Investment Management1,226$222.1K0.02%−295−19.4%Reduced
Epoch Investment Partners, Inc.1,225$221.9K0.00%−89−6.8%Reduced
Liberty Wealth Management LLC1,221$221.3K0.05%+1,221New
Harbor Investment Advisory, LLC1,220$221.0K0.03%00.0%Unchanged
Independent Advisor Alliance1,211$219.4K0.01%+1,211New
Capital Investment Advisory Services, LLC1,208$218.9K0.03%−225−15.7%Reduced
Mark Sheptoff Financial Planning, LLC1,200$217.4K0.13%00.0%Unchanged
MMBG Investment Advisors Co.1,194$216.3K0.03%00.0%Unchanged
Goelzer Investment Management, Inc.1,193$216.1K0.02%−84−6.6%Reduced
Cambridge Trust Co1,191$215.8K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP1,182$214.2K0.01%−39−3.2%Reduced
Lowe Brockenbrough & Co Inc1,171$214.0K0.02%00.0%Unchanged
Excalibur Management Corp1,179$213.6K0.11%−50−4.1%Reduced
Consolidated Portfolio Review Corp1,178$213.4K0.06%+1,178New
FourThought Financial Partners, LLC1,173$212.7K0.03%+1,173New
Garde Capital, Inc.1,170$212.0K0.02%−285−19.6%Reduced
Reuter James Wealth Management, LLC1,169$211.8K0.15%+1,169New
Associated Banc-Corp1,168$211.6K0.01%00.0%Unchanged
Raab & Moskowitz Asset Management LLC1,167$211.4K0.08%+1,167New