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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 3,782 | $656.1K | 0.06% | +205+5.7% | Added |
| Salvus Wealth Management, LLC | 3,803 | $659.7K | 0.51% | +88+2.4% | Added |
| Wimmer Associates 1, LLC | 3,820 | $662.7K | 0.40% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,825 | $663.6K | 0.05% | +469+14.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,872 | $671.6K | 0.02% | +6+0.2% | Added |
| Moreno Evelyn V | 3,880 | $673.1K | 0.14% | −250−6.1% | Reduced |
| Greenleaf Trust | 3,899 | $676.4K | 0.01% | +612+18.6% | Added |
| Pitti Group Wealth Management, LLC | 3,904 | $677.2K | 0.76% | +767+24.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,925 | $681.0K | 0.29% | −275−6.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,936 | $682.8K | 0.05% | +1,632+70.8% | Added |
| Addison Capital Co | 3,949 | $685.0K | 0.49% | −53−1.3% | Reduced |
| Parallel Advisors, LLC | 3,975 | $689.6K | 0.02% | −141−3.4% | Reduced |
| Cetera Advisors LLC | 3,978 | $690.0K | 0.01% | −312−7.3% | Reduced |
| Balentine LLC | 4,003 | $694.4K | 0.02% | +700+21.2% | Added |
| First National Trust Co | 4,018 | $697.0K | 0.03% | +268+7.1% | Added |
| Caldwell Trust Co | 4,158 | $721.3K | 0.09% | −122−2.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,171 | $723.6K | 0.24% | −175−4.0% | Reduced |
| Essex Financial Services, Inc. | 4,189 | $726.7K | 0.08% | +22+0.5% | Added |
| Grimes & Company, Inc. | 4,197 | $728.0K | 0.03% | −99−2.3% | Reduced |
| Financial Architects, Inc | 4,247 | $736.8K | 0.11% | +33+0.8% | Added |
| Lester Murray Antman dba SimplyRich | 4,261 | $739.0K | 0.26% | +6+0.1% | Added |
| Meixler Investment Management, Ltd. | 4,287 | $743.7K | 0.69% | +1,725+67.3% | Added |
| Cullinan Associates Inc | 4,300 | $746.0K | 0.04% | +800+22.9% | Added |
| Pekin Hardy Strauss, Inc. | 4,308 | $747.4K | 0.12% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 4,318 | $749.1K | 0.00% | −583−11.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,325 | $750.3K | 0.01% | −397−8.4% | Reduced |
| Cypress Capital Group | 4,334 | $751.9K | 0.11% | −91−2.1% | Reduced |
| Veriti Management LLC | 4,348 | $754.3K | 0.08% | −430−9.0% | Reduced |
| Banque Pictet & Cie SA | 4,380 | $759.8K | 0.01% | −133−2.9% | Reduced |
| Pictet North America Advisors SA | 4,380 | $759.8K | 0.11% | −133−2.9% | Reduced |
| Welch Group, LLC | 4,400 | $763.3K | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,402 | $763.6K | 0.10% | +3,248+281.5% | Added |
| Coastal Investment Advisors, Inc. | 4,417 | $766.2K | 0.17% | −209−4.5% | Reduced |
| Agf Management Ltd | 4,466 | $774.8K | 0.01% | +10+0.2% | Added |
| Main Street Financial Solutions, LLC | 4,470 | $775.4K | 0.10% | −11−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,478 | $776.9K | 0.01% | +276+6.6% | Added |
| Two Sigma Securities, LLC | 4,488 | $778.6K | 0.06% | +4,488 | New |
| Probity Advisors, Inc. | 4,515 | $783.3K | 0.17% | +4,515 | New |
| Cobblestone Capital Advisors LLC | 4,530 | $785.9K | 0.06% | −3,807−45.7% | Reduced |
| Quadrant Capital Group LLC | 4,538 | $787.2K | 0.08% | −742−14.1% | Reduced |
| CWS Financial Advisors, LLC | 4,562 | $791.5K | 0.30% | −22−0.5% | Reduced |
| Shorepoint Capital Partners LLC | 4,576 | $793.8K | 0.22% | −2,717−37.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,577 | $793.9K | 0.48% | +140+3.2% | Added |
| Vise Technologies, Inc. | 4,598 | $797.7K | 0.19% | −305−6.2% | Reduced |
| Verdence Capital Advisors LLC | 4,601 | $798.2K | 0.09% | +319+7.4% | Added |
| Advisor OS, LLC | 4,602 | $798.4K | 0.13% | +198+4.5% | Added |
| TD Asset Management Inc | 4,604 | $798.7K | 0.00% | −177−3.7% | Reduced |
| Sigma Planning Corp | 4,611 | $800.0K | 0.03% | −517−10.1% | Reduced |
| Jacobi Capital Management LLC | 4,617 | $801.0K | 0.09% | +99+2.2% | Added |
| Comerica Securities,inc. | 4,645 | $805.8K | 0.06% | −137−2.9% | Reduced |
| Intelligent Financial Strategies | 4,709 | $817.0K | 0.60% | +10.0% | Added |
| Moody Lynn & Lieberson, LLC | 4,713 | $817.6K | 0.07% | −885−15.8% | Reduced |
| Founders Financial Securities LLC | 4,738 | $821.9K | 0.11% | +417+9.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,748 | $823.7K | 0.09% | +4,748 | New |
| Banco de Sabadell, S.A | 4,815 | $833.0K | 0.67% | −25−0.5% | Reduced |
| Prudential Financial Inc | 4,803 | $833.3K | 0.00% | −78−1.6% | Reduced |
| Boston Private Wealth LLC | 4,813 | $834.9K | 0.02% | −573−10.6% | Reduced |
| Virtu Financial LLC | 4,830 | $838.0K | 0.06% | +4,830 | New |
| Heritage Wealth Advisors | 4,835 | $838.8K | 0.04% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 4,877 | $846.1K | 0.00% | −1,625−25.0% | Reduced |
| Pacer Advisors, Inc. | 4,888 | $848.0K | 0.00% | +444+10.0% | Added |
| Blue Square Asset Management, LLC | 4,891 | $848.5K | 0.60% | +854+21.2% | Added |
| AE Wealth Management LLC | 4,934 | $856.0K | 0.01% | +69+1.4% | Added |
| Dorsey & Whitney Trust CO LLC | 4,940 | $857.0K | 0.07% | −775−13.6% | Reduced |
| Sequoia Financial Advisors, LLC | 4,941 | $857.2K | 0.01% | +387+8.5% | Added |
| Parsons Capital Management Inc | 4,950 | $858.7K | 0.07% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,953 | $859.2K | 0.04% | −146−2.9% | Reduced |
| Harbour Capital Advisors, LLC | 4,949 | $860.9K | 0.25% | +34+0.7% | Added |
| Tiedemann Advisors, LLC | 4,989 | $865.5K | 0.04% | +149+3.1% | Added |
| Coppell Advisory Solutions LLC | 5,113 | $865.7K | 0.26% | +863+20.3% | Added |
| Evergreen Capital Management LLC | 5,012 | $869.5K | 0.04% | +744+17.4% | Added |
| Columbia Asset Management | 5,023 | $871.0K | 0.19% | +26+0.5% | Added |
| McKinley Capital Management LLC /Delaware | 5,026 | $871.9K | 0.12% | −147−2.8% | Reduced |
| Sandy Cove Advisors, LLC | 5,050 | $876.1K | 0.50% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 5,065 | $878.7K | 0.20% | −125−2.4% | Reduced |
| Asset Management One Co.,Ltd. | 5,102 | $885.1K | 0.00% | −166−3.2% | Reduced |
| Rhumbline Advisers | 5,127 | $889.4K | 0.00% | +5,127 | New |
| Farmers & Merchants Investments Inc | 5,137 | $891.2K | 0.03% | −902−14.9% | Reduced |
| Marks Group Wealth Management, Inc | 5,170 | $896.9K | 0.11% | −75−1.4% | Reduced |
| Wealth Alliance | 5,170 | $897.0K | 0.13% | −20.0% | Reduced |
| Engineers Gate Manager LP | 5,191 | $900.5K | 0.03% | +1,979+61.6% | Added |
| Mitchell Sinkler & Starr | 5,205 | $903.0K | 0.26% | +30+0.6% | Added |
| LVW Advisors, LLC | 5,240 | $909.0K | 0.18% | −1,279−19.6% | Reduced |
| Regions Financial Corp | 5,266 | $913.5K | 0.01% | +118+2.3% | Added |
| Quantinno Capital Management LP | 5,269 | $914.0K | 0.05% | +383+7.8% | Added |
| Atlantic Union Bankshares Corp | 5,286 | $917.0K | 0.09% | −1,291−19.6% | Reduced |
| Ritholtz Wealth Management | 5,368 | $931.2K | 0.04% | −634−10.6% | Reduced |
| Meyer Handelman Co | 5,393 | $935.6K | 0.04% | +1,255+30.3% | Added |
| Connectus Wealth, LLC | 5,428 | $941.8K | 0.02% | 00.0% | Unchanged |
| Fiera Capital Corp | 5,467 | $948.4K | 0.00% | +29+0.5% | Added |
| Lido Advisors, LLC | 5,481 | $951.0K | 0.01% | +352+6.9% | Added |
| Level Four Advisory Services, LLC | 5,494 | $953.1K | 0.06% | +270+5.2% | Added |
| DFPG Investments, LLC | 5,331 | $957.8K | 0.09% | +217+4.2% | Added |
| Bangor Savings Bank | 5,531 | $959.5K | 0.11% | +226+4.3% | Added |
| Stratos Wealth Partners, LTD. | 5,622 | $975.4K | 0.02% | +197+3.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,624 | $976.0K | 0.04% | +135+2.5% | Added |
| True North Advisors, LLC | 5,639 | $978.3K | 0.28% | +50+0.9% | Added |
| Empire Financial Management Company, LLC | 5,651 | $980.3K | 0.39% | +92+1.7% | Added |
| Segall Bryant & Hamill, LLC | 5,670 | $983.6K | 0.01% | +169+3.1% | Added |
| Tiaa, FSB | 5,692 | $987.4K | 0.00% | −29−0.5% | Reduced |