Skip to main content

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

Q2 2023 vs. Q1 2023

How the institutions holding Diageo PLC changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of DEO: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1,01691,001−6
Shares55.6M31.7K55.8M+247.8K (+0.4%)
Value$10.0B$5.77M$9.65B−$363.7M (−3.6%)

9 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Diageo PLC at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to DEO in Q2 2023
InstitutionSharesValue% of portfolio
Kovitz Investment Group Partners, LLC447,460$77.6M1.14%
Kapitalo Investimentos Ltda76,800$13.3M2.48%
D. E. Shaw & Co., Inc.20,286$3.52M0.01%
Banco Santander, S.A.16,680$2.89M0.04%
Radnor Capital Management, LLC14,455$2.51M1.07%
Pine Valley Investments Ltd Liability Co11,854$2.06M0.20%
Squarepoint Ops LLC9,764$1.69M0.01%
FORA Capital, LLC8,752$1.52M0.22%
Maverick Capital LtdSuperinvestorMaverick Capital8,286$1.44M0.03%
CoreCap Advisors, LLC7,903$1.37M0.10%
Brasada Capital Management, LP7,088$1.23M0.27%
Headlands Technologies LLC6,276$1.09M0.35%
Keystone Financial Group5,761$999.5K0.17%
Rhumbline Advisers5,127$889.4K0.00%
Virtu Financial LLC4,830$838.0K0.06%
Y-Intercept (Hong Kong) Ltd4,748$823.7K0.09%
Probity Advisors, Inc.4,515$783.3K0.17%
Two Sigma Securities, LLC4,488$778.6K0.06%
Stableford Capital II LLC3,738$648.6K0.29%
Seven Eight Capital, LP3,223$559.1K0.09%
MQS Management LLC2,869$497.7K0.34%
Sentry Investment Management LLC2,604$452.0K0.17%
Bayesian Capital Management, LP2,600$451.0K0.05%
Portside Wealth Group, LLC2,397$415.8K0.08%
Susquehanna International Securities, Ltd.2,356$408.7K0.38%
HRT Financial LP2,173$376.0K0.00%
Aspiriant, LLC1,972$342.1K0.02%
Capstone Investment Advisors, LLC1,769$306.9K0.01%
Great Valley Advisor Group, Inc.1,603$278.4K0.01%
Old Mission Capital LLC1,591$276.0K0.01%
ExodusPoint Capital Management, LP1,478$256.0K0.00%
LFA - Lugano Financial Advisors SA1,441$250.0K0.17%
Lakeview Capital Partners, LLC1,396$242.2K0.04%
Warther Private Wealth, LLC1,372$238.0K0.16%
St Germain D J Co Inc1,285$222.9K0.01%
Perigon Wealth Management, LLC1,281$222.3K0.01%
Moseley Investment Management Inc1,238$214.7K0.13%
Delta Financial Group, Inc.1,155$200.0K0.23%
Elgethun Capital Management899$156.0K0.05%
Glass Jacobson Investment Advisors llc670$116.2K0.05%
Fiduciary Alliance LLC255$44.2K0.01%
O'Dell Group, LLC244$42.3K0.01%
Nemes Rush Group LLC184$31.9K0.01%
PCA Investment Advisory Services Inc.181$31.4K0.02%
Silicon Valley Capital Partners105$18.2K0.00%
St. Johns Investment Management Company, LLC100$17.3K0.01%
Impact Partnership Wealth, LLC81$14.1K0.00%
Bollard Group LLC80$14.0K0.00%
Cornerstone Planning Group LLC79$13.7K0.01%
China Universal Asset Management Co., Ltd.71$12.3K0.00%
Tyler-Stone Wealth Management69$12.0K0.01%
Northwest Bank & Trust Co66$11.4K0.01%
Intrepid Capital Management Inc60$10.4K0.01%
Worth Asset Management, LLC59$10.2K0.01%
VisionPoint Advisory Group, LLC56$9.71K0.00%
GW&K Investment Management, LLC53$9.00K0.00%
West Financial Advisors, LLC41$7.11K0.00%
Vigilant Capital Management, LLC38$7.00K0.00%
First Capital Advisors Group, LLC.35$6.07K0.00%
Caldwell Sutter Capital, Inc.21$3.64K0.00%
Leonteq Securities AG21$3.64K0.00%
Toth Financial Advisory Corp15$2.60K0.00%
Safeguard Financial, LLC17$2.00K0.00%
Abound Wealth Management11$1.91K0.00%
Missouri Trust & Investment Co8$1.08K0.00%

Sold out (71)

Institutions that held Diageo PLC at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of DEO in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
First Republic Investment Management, Inc.88,306$16.0M
Partners Capital Investment Group, LLP157,244$7.01M
Manning & Napier Group, LLC26,813$4.86M
Cubist Systematic Strategies, LLC19,048$3.45M
Cutter & CO Brokerage, Inc.18,659$3.38M
Avitas Wealth Management LLC11,184$2.03M
Arrowstreet Capital, Limited Partnership7,130$1.29M
Monumental Financial Group Inc.6,109$1.11M
M Holdings Securities, Inc.6,072$1.10M
Iams Wealth Management, LLC4,831$874.6K
Voya Investment Management LLC3,800$688.5K
Balyasny Asset Management LLC3,539$641.2K
Northeast Financial Consultants Inc3,334$604.1K
SG Americas Securities, LLC3,308$599.0K
OmniStar Financial Group, Inc.3,014$545.7K
Eagle Asset Management Inc2,931$531.0K
Formidable Asset Management, LLC2,539$461.0K
Sowell Financial Services LLC2,349$426.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,029$367.6K
Axq Capital, LP2,028$367.4K
Graypoint LLC1,999$362.2K
Lombard Odier Asset Management (USA) Corp1,900$344.2K
Arete Wealth Advisors, LLC1,881$341.0K
World Equity Group, Inc.2,414$331.3K
Allen Investment Management LLC1,615$292.6K
Ameritas Advisory Services, LLC1,590$291.8K
Legacy Capital Wealth Partners, LLC1,600$289.9K
West Bancorporation Inc1,571$284.6K
Berkshire Asset Management LLC1,491$270.1K
Interchange Capital Partners, LLC1,408$263.3K
Capital Wealth Planning, LLC1,416$256.6K
Belpointe Asset Management LLC1,347$244.2K
Green Harvest Asset Management LLC1,328$240.6K
Van Hulzen Asset Management, LLC1,313$238.0K
Savant Capital, LLC1,253$227.0K
Independent Advisor Alliance1,211$219.4K
Goelzer Investment Management, Inc.1,193$216.1K
FourThought Financial Partners, LLC1,173$212.7K
Associated Banc-Corp1,168$211.6K
Beacon Investment Advisory Services, Inc.1,152$208.7K
Financial Advisory Group1,147$207.9K
Financial Engines Advisors L.L.C.1,135$207.4K
Retirement Planning Group1,140$206.5K
Diversified Trust Co1,132$205.1K
Samalin Investment Counsel, LLC1,126$203.9K
LCM Capital Management Inc1,119$202.7K
Aureus Asset Management, LLC1,116$202.2K
Camden National Bank1,105$200.2K
LVM Capital Management Ltd1,105$200.0K
New Hampshire Trust868$157.3K
Contravisory Investment Management, Inc.564$102.2K
Orion Capital Management LLC400$72.5K
Sound Income Strategies, LLC200$36.2K
Schubert & Co112$20.3K
Global Financial Private Client, LLC110$20.0K
Cascade Investment Advisors, Inc.100$18.1K
Accel Wealth Management100$18.1K
Syverson Strege & Co95$17.2K
Sageworth Trust Co92$16.7K
Hallmark Capital Management Inc89$16.1K
Old North State Trust, LLC75$14.0K
Pointe Capital Management LLC70$12.7K
TCI Wealth Advisors, Inc.62$11.2K
Group One Trading, L.P.56$10.1K
Steward Financial Group LLC54$9.00K
Ten Capital Wealth Advisors, LLC37$6.70K
Hanson & Doremus Investment Management24$4.00K
Grey Fox Wealth Advisors, LLC20$3.65K
Central Bank & Trust Co15$2.72K
Cedar Mountain Advisors, LLC6$1.09K
MCF Advisors LLC0$16

Not filed for Q2 2023 yet (9)

Institutions that held Diageo PLC at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DEO in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Old Port Advisors9,379$1.73M
SS&H Financial Advisors, Inc.7,450$1.35M
Stillwater Investment Management, LLC5,332$966.1K
Coppell Advisory Solutions Corp.4,250$769.5K
Avalon Investment & Advisory2,700$489.2K
Andesa Financial Management Inc.1,401$249.5K
Baldrige Asset Management LLC846$153.0K
Ahrens Investment Partners LLC379$68.7K
Householder Group Estate & Retirement Specialist, LLC10$2.00K