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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 1,156 | $209.4K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,154 | $209.0K | 0.03% | +1,154 | New |
| Beacon Investment Advisory Services, Inc. | 1,152 | $208.7K | 0.01% | −110−8.7% | Reduced |
| Financial Advisory Group | 1,147 | $207.9K | 0.04% | +1,147 | New |
| Financial Engines Advisors L.L.C. | 1,135 | $207.4K | 0.00% | −207−15.4% | Reduced |
| Five Oceans Advisors | 1,144 | $207.3K | 0.13% | 00.0% | Unchanged |
| Retirement Planning Group | 1,140 | $206.5K | 0.02% | +1,140 | New |
| SOA Wealth Advisors, LLC. | 1,134 | $205.4K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 1,132 | $205.1K | 0.01% | +1,132 | New |
| Samalin Investment Counsel, LLC | 1,126 | $203.9K | 0.12% | −4−0.4% | Reduced |
| LCM Capital Management Inc | 1,119 | $202.7K | 0.18% | +1,119 | New |
| Aureus Asset Management, LLC | 1,116 | $202.2K | 0.02% | +1,116 | New |
| Daymark Wealth Partners, LLC | 1,116 | $202.2K | 0.03% | +1,116 | New |
| Knuff & Co LLC | 1,113 | $201.7K | 0.08% | −100−8.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,098 | $200.9K | 0.02% | +1,098 | New |
| Camden National Bank | 1,105 | $200.2K | 0.04% | +1,105 | New |
| LVM Capital Management Ltd | 1,105 | $200.0K | 0.03% | −35−3.1% | Reduced |
| Independence Bank of Kentucky | 1,074 | $194.6K | 0.08% | +75+7.5% | Added |
| Rosenberg Matthew Hamilton | 1,067 | $193.3K | 0.06% | 00.0% | Unchanged |
| Credit Agricole S A | 1,000 | $181.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 998 | $180.8K | 0.03% | +500+100.4% | Added |
| Salem Investment Counselors Inc | 948 | $173.2K | 0.01% | −68−6.7% | Reduced |
| Bokf, NA | 942 | $170.7K | 0.00% | −4,883−83.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 929 | $168.3K | 0.08% | 00.0% | Unchanged |
| Family Capital Trust Co | 900 | $163.1K | 0.06% | 00.0% | Unchanged |
| New Hampshire Trust | 868 | $157.3K | 0.04% | −655−43.0% | Reduced |
| Resources Management Corp | 1,670 | $155.0K | 0.03% | +1,139+214.5% | Added |
| Baldrige Asset Management LLC | 846 | $153.0K | 0.06% | −28−3.2% | Reduced |
| Baystate Wealth Management LLC | 824 | $149.3K | 0.01% | +44+5.6% | Added |
| GHP Investment Advisors, Inc. | 797 | $144.4K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 787 | $142.6K | 0.04% | +111+16.4% | Added |
| Washington Trust Co | 757 | $137.2K | 0.01% | +30+4.1% | Added |
| AdvisorNet Financial, Inc | 751 | $136.1K | 0.01% | −246−24.7% | Reduced |
| ICA Group Wealth Management, LLC | 742 | $134.4K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 720 | $130.4K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 700 | $126.8K | 0.01% | −50−6.7% | Reduced |
| Carolinas Wealth Consulting LLC | 37,791 | $117.6K | 0.03% | +10.0% | Added |
| Global Retirement Partners, LLC | 618 | $114.9K | 0.01% | −115−15.7% | Reduced |
| Timber Creek Capital Management LLC | 600 | $108.7K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 600 | $108.7K | 0.04% | +600 | New |
| Atlantic Trust, LLC | 597 | $108.2K | 0.03% | −15−2.5% | Reduced |
| Hall Laurie J Trustee | 597 | $108.0K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 575 | $104.2K | 0.08% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 564 | $102.2K | 0.03% | +57+11.2% | Added |
| Lee Financial Co | 562 | $101.8K | 0.02% | +112+24.9% | Added |
| Tortoise Investment Management, LLC | 524 | $94.9K | 0.02% | +6+1.2% | Added |
| Park Place Capital Corp | 520 | $94.2K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 518 | $93.9K | 0.08% | −410−44.2% | Reduced |
| JFS Wealth Advisors, LLC | 514 | $93.1K | 0.01% | +14+2.8% | Added |
| Chilton Capital Management LLC | 513 | $92.9K | 0.01% | +513 | New |
| Tompkins Financial Corp | 500 | $90.6K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 496 | $89.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 488 | $88.4K | 0.01% | −42−7.9% | Reduced |
| Geneos Wealth Management Inc. | 483 | $87.6K | 0.01% | −63−11.5% | Reduced |
| Resurgent Financial Advisors LLC | 474 | $85.9K | 0.06% | +63+15.3% | Added |
| BerganKDV Wealth Management, LLC | 457 | $82.8K | 0.01% | +44+10.7% | Added |
| Pinnacle Bancorp, Inc. | 455 | $82.4K | 0.03% | −15−3.2% | Reduced |
| Larson Financial Group LLC | 446 | $80.8K | 0.01% | +100+28.9% | Added |
| Tower Research Capital LLC (TRC) | 435 | $79.0K | 0.00% | −1,095−71.6% | Reduced |
| Assetmark, Inc | 433 | $78.5K | 0.00% | −25−5.5% | Reduced |
| AdvisorShares Investments LLC | 430 | $77.9K | 0.02% | −1,000−69.9% | Reduced |
| Hexagon Capital Partners LLC | 424 | $76.8K | 0.02% | +55+14.9% | Added |
| Front Row Advisors LLC | 411 | $75.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 414 | $75.0K | 0.01% | +376+989.5% | Added |
| Pacifica Partners Inc. | 397 | $73.3K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 403 | $73.0K | 0.00% | −260−39.2% | Reduced |
| City Holding Co | 401 | $72.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $72.5K | 0.05% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 400 | $72.5K | 0.03% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 400 | $72.0K | 0.00% | −775−66.0% | Reduced |
| Piscataqua Savings Bank | 397 | $71.9K | 0.06% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 388 | $70.3K | 0.08% | +188+94.0% | Added |
| Zions Bancorporation, N.A. | 387 | $70.1K | 0.01% | −50−11.4% | Reduced |
| Sittner & Nelson, LLC | 382 | $69.2K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 379 | $68.7K | 0.03% | +379 | New |
| Farther Finance Advisors, LLC | 371 | $67.2K | 0.02% | +88+31.1% | Added |
| IFP Advisors, Inc | 582 | $67.1K | 0.00% | −922−61.3% | Reduced |
| McIlrath & Eck, LLC | 369 | $66.9K | 0.02% | +6+1.7% | Added |
| Venturi Wealth Management, LLC | 361 | $65.4K | 0.01% | +361 | New |
| Smithfield Trust Co | 364 | $65.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 357 | $64.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 322 | $58.8K | 0.00% | −19−5.6% | Reduced |
| WR Wealth Planners, LLC | 312 | $56.5K | 0.02% | +312 | New |
| Eagle Bay Advisors LLC | 308 | $55.8K | 0.03% | +28+10.0% | Added |
| Plante Moran Financial Advisors, LLC | 305 | $55.3K | 0.01% | −19−5.9% | Reduced |
| CoreFirst Bank & Trust | 292 | $52.9K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 292 | $52.9K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 290 | $52.5K | 0.01% | −9−3.0% | Reduced |
| Avalon Trust Co | 283 | $51.3K | 0.01% | +283 | New |
| Guardian Wealth Management, Inc. | 282 | $51.1K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 272 | $50.9K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 268 | $49.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 269 | $49.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $45.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 250 | $45.3K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 248 | $45.0K | 0.01% | −88−26.2% | Reduced |
| Pin Oak Investment Advisors Inc | 248 | $45.0K | 0.06% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 236 | $43.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 228 | $41.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 214 | $38.8K | 0.02% | 00.0% | Unchanged |