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, Q2 2023

Institutional positions in Diageo PLC as of Jun 30, 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
1,001
−6 vs. Q1 2023
Shares held
55.8M
+247.8K (+0.4%) vs. Q1 2023
Total value
$9.65B
−$363.7M (−3.6%) vs. Q1 2023
New holders
65
374 more added
Sold out
71
349 more reduced

9 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 1,001 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 heldQ2 2023: $9.65B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2023.

Institutions holding DEO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC6$1.00K0.00%−22−78.6%Reduced
Avion Wealth8$1.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co8$1.08K0.00%+8New
Stephens Consulting, LLC9$1.56K0.00%00.0%Unchanged
TD Capital Management LLC10$1.74K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$1.74K0.00%00.0%Unchanged
Abound Wealth Management11$1.91K0.00%+11New
Safeguard Financial, LLC17$2.00K0.00%+17New
Carmichael Hill & Associates, Inc.12$2.08K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC14$2.40K0.00%00.0%Unchanged
DecisionPoint Financial, LLC14$2.43K0.00%00.0%Unchanged
Toth Financial Advisory Corp15$2.60K0.00%+15New
Copeland Capital Management, LLC18$3.12K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC19$3.30K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$3.47K0.00%−88−81.5%Reduced
Eukles Asset Management20$3.47K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.21$3.64K0.00%+21New
Leonteq Securities AG21$3.64K0.00%+21New
Sofos Investments, Inc.5,097$3.75K0.02%+106+2.1%Added
Aspire Private Capital, LLC22$3.82K0.00%00.0%Unchanged
Cowen Prime Advisors LLC23$3.99K0.00%00.0%Unchanged
Bourgeon Capital Management LLC25$4.34K0.00%00.0%Unchanged
Clean Yield Group27$4.68K0.00%00.0%Unchanged
NewSquare Capital LLC28$4.86K0.00%−12−30.0%Reduced
JNBA Financial Advisors28$4.86K0.00%+5+21.7%Added
Ameritas Investment Partners, Inc.29$5.00K0.00%00.0%Unchanged
TSFG, LLC30$5.00K0.00%00.0%Unchanged
Key Financial Inc30$5.20K0.00%00.0%Unchanged
Addison Advisors LLC34$5.90K0.00%+19+126.7%Added
Castleview Partners, LLC35$6.07K0.01%00.0%Unchanged
First Capital Advisors Group, LLC.35$6.07K0.00%+35New
Ruedi Wealth Management, Inc.37$6.42K0.00%00.0%Unchanged
Godsey & Gibb Associates39$6.77K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.40$6.94K0.00%−31−43.7%Reduced
Truvestments Capital LLC40$6.94K0.00%00.0%Unchanged
Vigilant Capital Management, LLC38$7.00K0.00%+38New
First Command Bank41$7.11K0.00%00.0%Unchanged
First Command Financial Services, Inc.41$7.11K0.00%00.0%Unchanged
West Financial Advisors, LLC41$7.11K0.00%+41New
BNP Paribas Arbitrage, SA42$7.29K0.00%00.0%Unchanged
Macquarie Group Ltd46$8.00K0.00%+4+9.5%Added
Delta Asset Management LLC47$8.15K0.00%00.0%Unchanged
Pflug Koory, LLC47$8.15K0.00%00.0%Unchanged
Mascoma Wealth Management LLC48$8.21K0.00%00.0%Unchanged
Westside Investment Management, Inc.48$8.33K0.00%+20+71.4%Added
West Paces Advisors Inc.50$8.67K0.00%00.0%Unchanged
GW&K Investment Management, LLC53$9.00K0.00%+53New
Oliver Lagore Vanvalin Investment Group53$9.19K0.00%00.0%Unchanged
Global Wealth Strategies & Associates56$9.71K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC56$9.71K0.00%+56New
Worth Asset Management, LLC59$10.2K0.01%+59New
Ninety One UK Ltd60$10.4K0.00%00.0%Unchanged
Concord Wealth Partners60$10.4K0.00%00.0%Unchanged
IAG Wealth Partners, LLC60$10.4K0.00%00.0%Unchanged
Intrepid Capital Management Inc60$10.4K0.01%+60New
Bell Investment Advisors, Inc62$10.8K0.00%+50+416.7%Added
Tilia Fiduciary Partners, Inc.65$11.3K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC65$11.3K0.01%00.0%Unchanged
Northwest Bank & Trust Co66$11.4K0.01%+66New
Annapolis Financial Services, LLC66$11.4K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC69$11.9K0.00%+1+1.5%Added
Capital Analysts, LLC70$12.0K0.00%00.0%Unchanged
Coston, McIsaac & Partners74$12.0K0.00%+1+1.4%Added
Tyler-Stone Wealth Management69$12.0K0.01%+69New
First Community Trust NA70$12.1K0.01%00.0%Unchanged
West Oak Capital, LLC70$12.1K0.01%00.0%Unchanged
China Universal Asset Management Co., Ltd.71$12.3K0.00%+71New
North Star Investment Management Corp.74$12.8K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC73$13.0K0.00%−2−2.7%Reduced
Cornerstone Planning Group LLC79$13.7K0.01%+79New
Bollard Group LLC80$14.0K0.00%+80New
Impact Partnership Wealth, LLC81$14.1K0.00%+81New
Optimum Investment Advisors86$14.9K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC87$15.1K0.00%00.0%Unchanged
Bogart Wealth, LLC89$15.4K0.00%+70+368.4%Added
Financial Synergies Wealth Advisors, Inc.91$15.8K0.00%−26−22.2%Reduced
Financial Management Professionals, Inc.93$16.0K0.00%+16+20.8%Added
Raffa Wealth Management, LLC95$16.5K0.01%00.0%Unchanged
Nordwand Advisors, LLC95$16.5K0.00%00.0%Unchanged
AlphaMark Advisors, LLC100$17.0K0.01%00.0%Unchanged
Slocum, Gordon & Co LLP100$17.3K0.01%00.0%Unchanged
St. Johns Investment Management Company, LLC100$17.3K0.01%+100New
Silicon Valley Capital Partners105$18.2K0.00%+105New
Clearview Wealth Advisors LLC111$19.3K0.02%00.0%Unchanged
HighMark Wealth Management LLC112$19.4K0.01%−8−6.7%Reduced
Pacific Center for Financial Services113$19.6K0.01%00.0%Unchanged
Gleason Group, Inc.118$20.4K0.01%+1+0.9%Added
Arlington Partners LLC118$20.5K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA123$21.0K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC122$21.1K0.01%+1+0.8%Added
HHM Wealth Advisors, LLC122$21.2K0.00%−8−6.2%Reduced
RFP Financial Group LLC127$22.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC131$22.7K0.00%00.0%Unchanged
Princeton Global Asset Management LLC135$23.4K0.01%00.0%Unchanged
Adirondack Trust Co134$23.6K0.01%−38−22.1%Reduced
Atwood & Palmer Inc143$24.8K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC144$25.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC142$25.3K0.01%00.0%Unchanged
First PREMIER Bank150$26.0K0.01%00.0%Unchanged
PFS Partners, LLC150$26.0K0.02%00.0%Unchanged