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 |
|---|---|---|---|---|---|
| Garrison Asset Management, LLC | 1,575 | $273.2K | 0.16% | −15−0.9% | Reduced |
| Keel Point, LLC | 1,584 | $274.8K | 0.04% | −85−5.1% | Reduced |
| Nwam LLC | 1,587 | $275.4K | 0.02% | +214+15.6% | Added |
| Old Mission Capital LLC | 1,591 | $276.0K | 0.01% | +1,591 | New |
| Great Valley Advisor Group, Inc. | 1,603 | $278.4K | 0.01% | +1,603 | New |
| Old National Bancorp | 1,615 | $280.2K | 0.01% | −1,305−44.7% | Reduced |
| Gallacher Capital Management LLC | 1,620 | $281.0K | 0.16% | +35+2.2% | Added |
| Albert D Mason Inc | 1,620 | $281.0K | 0.19% | +369+29.5% | Added |
| BSW Wealth Partners | 1,621 | $281.2K | 0.06% | −29−1.8% | Reduced |
| Greenfield Savings Bank | 1,625 | $281.9K | 0.19% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,627 | $282.3K | 0.04% | −105−6.1% | Reduced |
| Earnest Partners LLC | 1,628 | $282.4K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,631 | $283.0K | 0.01% | +124+8.2% | Added |
| WoodTrust Financial Corp | 1,640 | $285.0K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,647 | $285.7K | 0.07% | +30+1.9% | Added |
| Newman Dignan & Sheerar, Inc. | 1,651 | $286.4K | 0.09% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,651 | $286.5K | 0.07% | +4+0.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,675 | $290.0K | 0.22% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,674 | $290.5K | 0.02% | −1,308−43.9% | Reduced |
| Legacy Bridge, LLC | 1,702 | $295.3K | 0.20% | −200−10.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,724 | $299.0K | 0.13% | +482+38.8% | Added |
| Kistler-Tiffany Companies, LLC | 1,732 | $300.5K | 0.05% | −16−0.9% | Reduced |
| Mark Stevens | 1,740 | $301.9K | 0.04% | +18+1.0% | Added |
| Carret Asset Management, LLC | 1,745 | $302.7K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,750 | $303.6K | 0.07% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,769 | $306.9K | 0.01% | +1,769 | New |
| Toroso Investments, LLC | 1,770 | $307.0K | 0.01% | −402−18.5% | Reduced |
| First National Bank of Hutchinson | 1,778 | $308.4K | 0.23% | +37+2.1% | Added |
| Avestar Capital, LLC | 1,779 | $308.6K | 0.05% | +149+9.1% | Added |
| Tower Research Capital LLC (TRC) | 1,795 | $311.4K | 0.01% | +1,360+312.6% | Added |
| Gladstone Institutional Advisory LLC | 1,795 | $311.5K | 0.02% | +118+7.0% | Added |
| Breakwater Capital Group | 1,802 | $312.6K | 0.11% | −11−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 1,804 | $312.9K | 0.01% | −34−1.8% | Reduced |
| Ironwood Investment Counsel, LLC | 1,826 | $316.8K | 0.07% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,875 | $325.3K | 0.14% | −6−0.3% | Reduced |
| KCM Investment Advisors LLC | 1,881 | $326.3K | 0.01% | −304−13.9% | Reduced |
| Pallas Capital Advisors LLC | 1,860 | $327.5K | 0.01% | −30,618−94.3% | Reduced |
| Equitable Holdings, Inc. | 1,891 | $328.1K | 0.00% | −211−10.0% | Reduced |
| Wealthcare Advisory Partners LLC | 1,895 | $328.7K | 0.01% | −12−0.6% | Reduced |
| 180 Wealth Advisors, LLC | 1,897 | $330.0K | 0.07% | +9+0.5% | Added |
| Bryn Mawr Trust Co | 1,912 | $331.0K | 0.01% | −358−15.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,917 | $332.6K | 0.04% | +5+0.3% | Added |
| Cozad Asset Management Inc | 1,918 | $332.7K | 0.04% | −21−1.1% | Reduced |
| Hilltop Holdings Inc. | 1,921 | $333.3K | 0.04% | −7−0.4% | Reduced |
| Lincoln National Corp | 1,925 | $334.0K | 0.01% | −12−0.6% | Reduced |
| LCNB Corp | 1,926 | $334.1K | 0.14% | −80−4.0% | Reduced |
| Richwood Investment Advisors, LLC | 1,930 | $334.8K | 0.33% | −114−5.6% | Reduced |
| First City Capital Management, Inc. | 1,934 | $335.5K | 0.20% | −25−1.3% | Reduced |
| Atlas Wealth Partners, LLC | 1,890 | $336.0K | 0.97% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,944 | $337.2K | 0.02% | −1,384−41.6% | Reduced |
| Schrum Private Wealth Management LLC | 1,946 | $337.6K | 0.37% | −175−8.3% | Reduced |
| Concentric Wealth Management, LLC | 1,950 | $338.3K | 0.11% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,954 | $339.0K | 0.09% | +3+0.2% | Added |
| Aspiriant, LLC | 1,972 | $342.1K | 0.02% | +1,972 | New |
| Doliver Advisors, LP | 1,975 | $342.6K | 0.10% | −15−0.8% | Reduced |
| Inscription Capital, LLC | 1,978 | $343.1K | 0.11% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,980 | $343.5K | 0.00% | +733+58.8% | Added |
| Headinvest, LLC | 1,997 | $344.4K | 0.07% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,995 | $346.1K | 0.03% | −123−5.8% | Reduced |
| Financial Advocates Investment Management | 2,010 | $348.7K | 0.03% | −12−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,026 | $351.5K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 2,028 | $351.8K | 0.01% | +121+6.3% | Added |
| Laraway Financial Inc | 2,032 | $352.5K | 0.35% | −200−9.0% | Reduced |
| Mayflower Financial Advisors, LLC | 2,032 | $352.6K | 0.05% | +2+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 2,042 | $354.2K | 0.06% | −2,864−58.4% | Reduced |
| K.J. Harrison & Partners Inc | 2,052 | $354.7K | 0.06% | −10,495−83.6% | Reduced |
| Aries Wealth Management | 2,045 | $354.8K | 0.14% | −189−8.5% | Reduced |
| AFS Financial Group, LLC | 2,048 | $355.2K | 0.23% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,067 | $358.6K | 0.07% | −2−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 2,072 | $359.5K | 0.01% | +400+23.9% | Added |
| Abbot Financial Management, Inc. | 2,075 | $360.0K | 0.23% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,085 | $361.7K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,090 | $362.6K | 0.01% | −171−7.6% | Reduced |
| PDS Planning, Inc | 2,094 | $363.3K | 0.05% | +260+14.2% | Added |
| Chicago Partners Investment Group LLC | 2,104 | $364.0K | 0.02% | +16+0.8% | Added |
| TFG Advisers LLC | 2,105 | $365.1K | 0.17% | +13+0.6% | Added |
| Fusion Capital, LLC | 2,115 | $367.0K | 0.21% | +17+0.8% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,116 | $367.0K | 0.10% | +13+0.6% | Added |
| Pinnacle West Asset Management, Inc. | 2,135 | $370.0K | 0.36% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,144 | $372.0K | 0.01% | +3+0.1% | Added |
| Henshaw Capital LLC | 2,151 | $373.2K | 0.02% | +348+19.3% | Added |
| HRT Financial LP | 2,173 | $376.0K | 0.00% | +2,173 | New |
| NTV Asset Management LLC | 2,175 | $377.3K | 0.07% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,189 | $379.7K | 0.22% | +78+3.7% | Added |
| Shelton Capital Management | 2,190 | $379.9K | 0.01% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,199 | $381.5K | 0.09% | +62+2.9% | Added |
| Fort Washington Investment Advisors Inc | 2,200 | $381.7K | 0.00% | −81−3.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,200 | $381.7K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,232 | $387.2K | 0.04% | +169+8.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,243 | $389.1K | 0.00% | −3,557−61.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,300 | $390.6K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,271 | $394.0K | 0.03% | −1,861−45.0% | Reduced |
| Silvercrest Asset Management Group LLC | 2,278 | $395.1K | 0.00% | −118−4.9% | Reduced |
| Sawtooth Solutions, LLC | 2,280 | $395.5K | 0.01% | +719+46.1% | Added |
| Bleakley Financial Group, LLC | 2,280 | $395.5K | 0.01% | +719+46.1% | Added |
| Roman Butler Fullerton & Co | 2,220 | $398.9K | 0.18% | +169+8.2% | Added |
| Advocate Group LLC | 2,317 | $402.0K | 0.09% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,320 | $402.5K | 0.01% | −1,674−41.9% | Reduced |
| Quad-Cities Investment Group, LLC | 2,334 | $404.9K | 0.26% | −16−0.7% | Reduced |
| Susquehanna International Securities, Ltd. | 2,356 | $408.7K | 0.38% | +2,356 | New |