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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 2,373 | $411.7K | 0.02% | +326+15.9% | Added |
| Nilsine Partners, LLC | 2,380 | $412.9K | 0.06% | −60−2.5% | Reduced |
| First National Corp | 2,386 | $413.9K | 0.10% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,397 | $415.8K | 0.08% | +2,397 | New |
| Sunbelt Securities, Inc. | 2,402 | $416.8K | 0.06% | +116+5.1% | Added |
| Private Trust Co NA | 2,413 | $418.6K | 0.05% | +149+6.6% | Added |
| Marcum Wealth, LLC | 2,415 | $419.0K | 0.05% | −172−6.6% | Reduced |
| Forum Financial Management, LP | 2,465 | $427.6K | 0.01% | −26−1.0% | Reduced |
| Canvas Wealth Advisors, LLC | 2,418 | $428.9K | 0.16% | +803+49.7% | Added |
| Benjamin Edwards Inc | 2,479 | $430.0K | 0.10% | −3,341−57.4% | Reduced |
| Dearborn Partners LLC | 2,483 | $430.8K | 0.02% | +144+6.2% | Added |
| ProVise Management Group, LLC | 2,493 | $432.4K | 0.04% | −399−13.8% | Reduced |
| Western Wealth Management, LLC | 2,493 | $432.5K | 0.04% | +173+7.5% | Added |
| Moneta Group Investment Advisors LLC | 2,505 | $433.9K | 0.01% | +116+4.9% | Added |
| Inlet Private Wealth, LLC | 2,508 | $435.1K | 0.11% | −29−1.1% | Reduced |
| Forza Wealth Management, LLC | 2,511 | $435.6K | 0.22% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,536 | $440.0K | 0.03% | −3−0.1% | Reduced |
| Zuckerman Investment Group, LLC | 2,555 | $443.2K | 0.06% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,570 | $445.8K | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,576 | $447.0K | 0.01% | +1,344+109.1% | Added |
| Principal Street Partners, LLC | 2,590 | $449.3K | 0.11% | +310+13.6% | Added |
| Bayesian Capital Management, LP | 2,600 | $451.0K | 0.05% | +2,600 | New |
| Sentry Investment Management LLC | 2,604 | $452.0K | 0.17% | +2,604 | New |
| Catalyst Financial Partners LLC | 2,607 | $452.3K | 0.16% | +445+20.6% | Added |
| Beaumont Financial Advisors, LLC | 2,610 | $452.8K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 2,633 | $456.8K | 0.15% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,634 | $456.9K | 0.02% | −361−12.1% | Reduced |
| Dorchester Wealth Management Co | 2,665 | $462.3K | 0.09% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,701 | $468.6K | 0.04% | +964+55.5% | Added |
| Alliancebernstein L.P. | 2,721 | $472.0K | 0.00% | +360+15.2% | Added |
| Alan B. Lancz & Associates, Inc. | 2,750 | $477.1K | 0.51% | 00.0% | Unchanged |
| McDonald Partners LLC | 2,765 | $479.7K | 0.15% | −185−6.3% | Reduced |
| Advisors Asset Management, Inc. | 2,772 | $480.9K | 0.01% | −4,042−59.3% | Reduced |
| EP Wealth Advisors, LLC | 11,311 | $481.4K | 0.01% | +10,409+1,154.0% | Added |
| Henry James International Management, Inc. | 2,785 | $483.1K | 0.21% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,791 | $484.2K | 0.08% | +472+20.4% | Added |
| Strategic Global Advisors, LLC | 2,793 | $484.5K | 0.07% | −51−1.8% | Reduced |
| Valmark Advisers, Inc. | 2,793 | $484.5K | 0.01% | −7−0.3% | Reduced |
| Fca Corp | 2,800 | $485.7K | 0.18% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,810 | $487.4K | 0.03% | +339+13.7% | Added |
| Wedbush Securities Inc | 2,817 | $489.0K | 0.02% | −909−24.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,855 | $495.3K | 0.01% | +498+21.1% | Added |
| Founders Financial Alliance, LLC | 2,863 | $496.7K | 0.20% | −87−2.9% | Reduced |
| MQS Management LLC | 2,869 | $497.7K | 0.34% | +2,869 | New |
| Aigen Investment Management, LP | 2,877 | $499.1K | 0.07% | −2,309−44.5% | Reduced |
| Imprint Wealth LLC | 2,885 | $500.5K | 0.32% | −84−2.8% | Reduced |
| Flputnam Investment Management Co | 2,897 | $502.6K | 0.01% | +509+21.3% | Added |
| O'Brien Greene & Co. Inc | 2,900 | $503.0K | 0.17% | +159+5.8% | Added |
| Bulltick Wealth Management, LLC | 2,927 | $507.8K | 0.12% | +145+5.2% | Added |
| Integrated Advisors Network LLC | 2,948 | $511.3K | 0.03% | −199−6.3% | Reduced |
| Americana Partners, LLC | 2,948 | $511.4K | 0.07% | +11+0.4% | Added |
| SeaCrest Wealth Management, LLC | 2,961 | $513.7K | 0.06% | +40+1.4% | Added |
| Howland Capital Management LLC | 2,967 | $514.7K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,969 | $515.1K | 0.04% | +283+10.5% | Added |
| 3Chopt Investment Partners, LLC | 2,983 | $517.5K | 0.26% | +88+3.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $520.4K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,015 | $523.0K | 0.35% | 00.0% | Unchanged |
| CWM, LLC | 3,047 | $529.0K | 0.00% | +51+1.7% | Added |
| Ieq Capital, LLC | 3,131 | $543.1K | 0.01% | −383−10.9% | Reduced |
| Ballentine Partners, LLC | 3,136 | $544.0K | 0.01% | +1,480+89.4% | Added |
| Bard Financial Services, Inc. | 3,200 | $555.1K | 0.04% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,223 | $559.1K | 0.09% | +3,223 | New |
| Atlas Capital Advisors LLC | 3,230 | $560.3K | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,230 | $560.3K | 0.11% | +1,026+46.6% | Added |
| Summitry LLC | 3,240 | $562.1K | 0.04% | −250−7.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,257 | $565.0K | 0.24% | +140+4.5% | Added |
| Icon Wealth Partners, LLC | 3,259 | $565.4K | 0.06% | −319−8.9% | Reduced |
| Profund Advisors LLC | 3,266 | $566.6K | 0.03% | −627−16.1% | Reduced |
| Crawford Investment Counsel Inc | 3,272 | $567.6K | 0.01% | −113−3.3% | Reduced |
| Clarius Group, LLC | 3,286 | $570.1K | 0.04% | +94+2.9% | Added |
| Kathleen S. Wright Associates Inc. | 3,315 | $575.1K | 0.37% | −3,435−50.9% | Reduced |
| Tudor Investment Corp Et Al | 3,356 | $582.2K | 0.01% | +1,098+48.6% | Added |
| Fiduciary Group LLC | 3,380 | $586.4K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,419 | $593.1K | 0.11% | −29−0.8% | Reduced |
| Winning Points Advisors, LLC | 4,081 | $594.4K | 0.92% | −1,776−30.3% | Reduced |
| First Nebraska Trust Co | 3,441 | $596.9K | 0.07% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 3,465 | $601.1K | 0.48% | +34+1.0% | Added |
| Intrust Bank NA | 3,471 | $602.1K | 0.07% | −91−2.6% | Reduced |
| Rehmann Capital Advisory Group | 3,476 | $603.1K | 0.05% | +148+4.4% | Added |
| L.M. Kohn & Company | 3,483 | $604.2K | 0.23% | +10.0% | Added |
| Deutsche Bank AG | 3,519 | $610.5K | 0.00% | +41+1.2% | Added |
| KCS Wealth Advisory | 3,525 | $611.5K | 0.21% | +1,329+60.5% | Added |
| Cable Hill Partners, LLC | 3,543 | $614.6K | 0.08% | +392+12.4% | Added |
| Checchi Capital Advisers, LLC | 3,583 | $621.6K | 0.06% | +184+5.4% | Added |
| Nuveen Asset Management, LLC | 3,626 | $629.0K | 0.00% | −19−0.5% | Reduced |
| Texas Yale Capital Corp. | 3,650 | $633.2K | 0.03% | −15−0.4% | Reduced |
| Fragasso Group Inc. | 3,652 | $633.5K | 0.07% | +16+0.4% | Added |
| HBK Sorce Advisory LLC | 3,655 | $634.2K | 0.03% | −72−1.9% | Reduced |
| InterOcean Capital Group, LLC | 3,656 | $634.2K | 0.02% | +737+25.2% | Added |
| Johnson Investment Counsel Inc | 3,688 | $639.9K | 0.01% | −143−3.7% | Reduced |
| Wolverine Trading, LLC | 3,792 | $642.1K | 0.01% | +2,276+150.1% | Added |
| Affiance Financial, LLC | 3,702 | $642.4K | 0.31% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,704 | $642.6K | 0.12% | +1,397+60.6% | Added |
| Mutual Advisors, LLC | 3,714 | $644.4K | 0.02% | −66−1.7% | Reduced |
| Barden Capital Management, Inc. | 3,722 | $645.7K | 0.71% | +188+5.3% | Added |
| Ancora Advisors, LLC | 3,731 | $647.3K | 0.02% | −310−7.7% | Reduced |
| Stableford Capital II LLC | 3,738 | $648.6K | 0.29% | +3,738 | New |
| Wrapmanager Inc | 3,747 | $650.0K | 0.20% | −459−10.9% | Reduced |
| Highlander Capital Management, LLC | 3,750 | $651.0K | 0.30% | 00.0% | Unchanged |
| Glenview Trust Co | 3,753 | $651.1K | 0.02% | 00.0% | Unchanged |