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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,074 | $186.0K | 0.00% | −342−24.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,089 | $187.8K | 0.01% | +292+36.6% | Added |
| Garde Capital, Inc. | 1,110 | $193.0K | 0.02% | −60−5.1% | Reduced |
| Knuff & Co LLC | 1,113 | $193.1K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,120 | $194.3K | 0.07% | +53+5.0% | Added |
| SOA Wealth Advisors, LLC. | 1,143 | $198.2K | 0.05% | +9+0.8% | Added |
| Delta Financial Group, Inc. | 1,155 | $200.0K | 0.23% | +1,155 | New |
| Hills Bank & Trust Co | 1,157 | $200.7K | 0.03% | −74−6.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,162 | $200.9K | 0.02% | +64+5.8% | Added |
| MMBG Investment Advisors Co. | 1,194 | $202.3K | 0.02% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,167 | $202.5K | 0.07% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,169 | $202.8K | 0.10% | −10−0.8% | Reduced |
| Consolidated Portfolio Review Corp | 1,178 | $204.4K | 0.05% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,191 | $206.6K | 0.01% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,193 | $207.0K | 0.02% | −33−2.7% | Reduced |
| Avidian Wealth Solutions, LLC | 1,195 | $207.3K | 0.01% | −388−24.5% | Reduced |
| Empower Advisory Group, LLC | 1,197 | $207.7K | 0.00% | −182−13.2% | Reduced |
| Curi Capital | 1,197 | $207.7K | 0.03% | −40−3.2% | Reduced |
| Sonora Investment Management Group, LLC | 1,198 | $207.8K | 0.02% | −229−16.0% | Reduced |
| Liberty Wealth Management LLC | 1,198 | $207.9K | 0.05% | −23−1.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,199 | $208.0K | 0.02% | +28+2.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $208.2K | 0.12% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,206 | $209.2K | 0.04% | +50+4.3% | Added |
| Principle Wealth Partners LLC | 1,210 | $209.9K | 0.02% | −63−4.9% | Reduced |
| Capital Investment Advisory Services, LLC | 1,215 | $210.8K | 0.02% | +7+0.6% | Added |
| Leavell Investment Management, Inc. | 1,217 | $211.0K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,217 | $211.2K | 0.01% | −16−1.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,220 | $211.6K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,222 | $212.0K | 0.00% | −171−12.3% | Reduced |
| Reuter James Wealth Management, LLC | 1,222 | $212.0K | 0.26% | +53+4.5% | Added |
| Epoch Investment Partners, Inc. | 1,223 | $212.2K | 0.00% | −2−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,224 | $212.3K | 0.01% | −61−4.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,233 | $213.9K | 0.01% | +51+4.3% | Added |
| Moseley Investment Management Inc | 1,238 | $214.7K | 0.13% | +1,238 | New |
| Stiles Financial Services Inc | 1,238 | $214.8K | 0.11% | +7+0.6% | Added |
| Heron Financial Group, LLC | 1,245 | $216.0K | 0.12% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,250 | $216.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,251 | $217.0K | 0.03% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 1,252 | $217.2K | 0.02% | 00.0% | Unchanged |
| Optas, LLC | 1,253 | $217.4K | 0.07% | −97−7.2% | Reduced |
| Charter Trust Co | 1,255 | $217.7K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,258 | $218.2K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,281 | $222.3K | 0.01% | +1,281 | New |
| St Germain D J Co Inc | 1,285 | $222.9K | 0.01% | +1,285 | New |
| Burt Wealth Advisors | 1,296 | $224.8K | 0.07% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,296 | $224.8K | 0.11% | −11−0.8% | Reduced |
| Hofer & Associates. Inc | 1,298 | $225.2K | 0.22% | −133−9.3% | Reduced |
| Harbour Investments, Inc. | 1,298 | $225.2K | 0.01% | +35+2.8% | Added |
| Parthenon LLC | 1,300 | $225.5K | 0.03% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,302 | $225.9K | 0.13% | −9−0.7% | Reduced |
| Professional Advisory Services Inc | 1,300 | $226.0K | 0.03% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,304 | $226.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,303 | $226.0K | 0.02% | +48+3.8% | Added |
| Blue Barn Wealth, LLC | 1,305 | $226.4K | 0.15% | −29−2.2% | Reduced |
| InTrack Investment Management Inc | 1,309 | $227.1K | 0.19% | −485−27.0% | Reduced |
| Flagship Harbor Advisors, LLC | 1,312 | $227.6K | 0.02% | +56+4.5% | Added |
| Stratos Wealth Advisors, LLC | 1,322 | $229.5K | 0.02% | +4+0.3% | Added |
| Centennial Wealth Advisory LLC | 1,323 | $229.5K | 0.12% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,325 | $229.9K | 0.05% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,332 | $231.1K | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,337 | $231.9K | 0.00% | −313−19.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,342 | $232.8K | 0.00% | +33+2.5% | Added |
| Chemistry Wealth Management LLC | 1,344 | $233.2K | 0.08% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 1,346 | $233.5K | 0.10% | +55+4.3% | Added |
| Tacita Capital Inc | 1,350 | $234.0K | 0.17% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,358 | $235.6K | 0.03% | −6−0.4% | Reduced |
| Five Oceans Advisors | 1,359 | $235.8K | 0.15% | +215+18.8% | Added |
| Warther Private Wealth, LLC | 1,372 | $238.0K | 0.16% | +1,372 | New |
| SOL Capital Management CO | 1,380 | $239.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,383 | $239.8K | 0.10% | +25+1.8% | Added |
| Anchor Investment Management, LLC | 1,394 | $241.8K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,396 | $242.2K | 0.04% | +1,396 | New |
| Ropes Wealth Advisors LLC | 1,396 | $242.2K | 0.04% | −5−0.4% | Reduced |
| MJP Associates Inc | 1,402 | $243.2K | 0.08% | +136+10.7% | Added |
| Guardian Wealth Advisors, LLC | 1,409 | $244.4K | 0.04% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,425 | $247.2K | 0.04% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,429 | $247.9K | 0.07% | +26+1.9% | Added |
| Wade G W & Inc | 1,427 | $248.0K | 0.01% | +11+0.8% | Added |
| Covenant Partners, LLC | 1,433 | $248.6K | 0.09% | −575−28.6% | Reduced |
| MONECO Advisors, LLC | 1,441 | $250.0K | 0.07% | +48+3.4% | Added |
| LFA - Lugano Financial Advisors SA | 1,441 | $250.0K | 0.17% | +1,441 | New |
| Resonant Capital Advisors, LLC | 1,462 | $253.6K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,474 | $255.8K | 0.05% | −17−1.1% | Reduced |
| Centaurus Financial, Inc. | 1,474 | $256.0K | 0.02% | −268−15.4% | Reduced |
| ExodusPoint Capital Management, LP | 1,478 | $256.0K | 0.00% | +1,478 | New |
| Bristlecone Advisors, LLC | 1,478 | $256.4K | 0.03% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,481 | $256.9K | 0.04% | −152−9.3% | Reduced |
| Baldwin Investment Management, LLC | 1,485 | $257.6K | 0.04% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 1,500 | $260.2K | 0.09% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,508 | $261.6K | 0.12% | 00.0% | Unchanged |
| Norway Savings Bank | 1,510 | $262.0K | 0.14% | 00.0% | Unchanged |
| Northeast Investment Management | 1,519 | $263.5K | 0.01% | +11+0.7% | Added |
| Financial & Tax Architects, LLC | 1,519 | $263.6K | 0.08% | −35−2.3% | Reduced |
| Cary Street Partners Asset Management LLC | 1,524 | $264.4K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,535 | $266.3K | 0.03% | −78−4.8% | Reduced |
| Wealthsource Partners, LLC | 1,541 | $267.3K | 0.02% | −14−0.9% | Reduced |
| Norris Perne & French LLP | 1,555 | $269.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,558 | $270.3K | 0.06% | +63+4.2% | Added |
| Merit Financial Group, LLC | 1,561 | $270.9K | 0.01% | +68+4.6% | Added |
| Argent Trust Co | 1,567 | $271.8K | 0.01% | +170+12.2% | Added |