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 |
|---|---|---|---|---|---|
| Twelve Points Wealth Management LLC | 5,702 | $989.2K | 0.53% | −355−5.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,749 | $997.3K | 0.02% | −28−0.5% | Reduced |
| Keystone Financial Group | 5,761 | $999.5K | 0.17% | +5,761 | New |
| Veritable, L.P. | 5,765 | $1.00M | 0.02% | −164−2.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,777 | $1.00M | 0.58% | −80−1.4% | Reduced |
| Notis-McConarty Edward | 5,800 | $1.01M | 0.38% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,856 | $1.02M | 0.01% | +865+17.3% | Added |
| Spire Wealth Management | 5,916 | $1.03M | 0.04% | +3,043+105.9% | Added |
| FRG Family Wealth Advisors LLC | 5,935 | $1.03M | 0.23% | −240−3.9% | Reduced |
| Lindbrook Capital, LLC | 5,969 | $1.04M | 0.11% | −392−6.2% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $1.04M | 0.26% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 6,013 | $1.04M | 0.75% | −153−2.5% | Reduced |
| Rossmore Private Capital | 6,048 | $1.05M | 0.16% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 6,079 | $1.05M | 0.46% | +414+7.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,223 | $1.06M | 0.47% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 6,120 | $1.06M | 0.32% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 6,178 | $1.07M | 0.17% | −44−0.7% | Reduced |
| Umb Bank N A | 6,179 | $1.07M | 0.02% | +310+5.3% | Added |
| Daymark Wealth Partners, LLC | 6,183 | $1.07M | 0.08% | +5,067+454.0% | Added |
| Signaturefd, LLC | 6,238 | $1.08M | 0.03% | +227+3.8% | Added |
| Headlands Technologies LLC | 6,276 | $1.09M | 0.35% | +6,276 | New |
| Venture Visionary Partners LLC | 6,340 | $1.10M | 0.06% | +14+0.2% | Added |
| Summit Financial, LLC | 6,344 | $1.10M | 0.08% | −112−1.7% | Reduced |
| Joel Isaacson & Co., LLC | 6,442 | $1.12M | 0.07% | +8+0.1% | Added |
| Baxter Bros Inc | 6,450 | $1.12M | 0.17% | +700+12.2% | Added |
| Sterling Investment Management, Inc. | 6,463 | $1.12M | 0.89% | −86−1.3% | Reduced |
| Galibier Capital Management Ltd. | 6,700 | $1.16M | 0.27% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,807 | $1.18M | 0.00% | +1,725+33.9% | Added |
| Pathstone Family Office, LLC | 6,848 | $1.19M | 0.02% | −1,540−18.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,914 | $1.20M | 0.08% | −386−5.3% | Reduced |
| Proficio Capital Partners LLC | 6,949 | $1.21M | 0.16% | +8+0.1% | Added |
| Wills Financial Group, Inc. | 6,957 | $1.21M | 0.61% | +2,839+68.9% | Added |
| Mill Creek Capital Advisors, LLC | 7,053 | $1.22M | 0.04% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 7,088 | $1.23M | 0.27% | +7,088 | New |
| Capital Insight Partners, LLC | 7,179 | $1.25M | 0.28% | +387+5.7% | Added |
| Transcend Wealth Collective, LLC | 7,204 | $1.25M | 0.12% | −254−3.4% | Reduced |
| Atlas Private Wealth Management | 7,237 | $1.26M | 0.66% | +1,146+18.8% | Added |
| KMG Fiduciary Partners, LLC | 7,336 | $1.27M | 0.16% | +500+7.3% | Added |
| Accretive Wealth Partners, LLC | 7,340 | $1.27M | 0.76% | +123+1.7% | Added |
| Weatherly Asset Management L. P. | 7,350 | $1.28M | 0.15% | −95−1.3% | Reduced |
| Ervin Investment Management, LLC | 7,441 | $1.29M | 1.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,455 | $1.29M | 0.02% | +320+4.5% | Added |
| Ingalls & Snyder LLC | 7,473 | $1.30M | 0.06% | −105−1.4% | Reduced |
| Janus Henderson Group PLC | 7,482 | $1.30M | 0.00% | −1,027−12.1% | Reduced |
| D.B. Root & Company, LLC | 7,544 | $1.31M | 0.50% | +223+3.0% | Added |
| Avantax Advisory Services, Inc. | 7,575 | $1.31M | 0.02% | +98+1.3% | Added |
| Thoroughbred Financial Services, LLC | 7,632 | $1.32M | 0.17% | +6+0.1% | Added |
| First Horizon Advisors, Inc. | 7,678 | $1.33M | 0.05% | −35−0.5% | Reduced |
| DRW Securities, LLC | 7,710 | $1.34M | 0.10% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,769 | $1.35M | 0.02% | +196+2.6% | Added |
| Bull Street Advisors, LLC | 7,815 | $1.36M | 0.70% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,894 | $1.37M | 0.01% | −300−3.7% | Reduced |
| CoreCap Advisors, LLC | 7,903 | $1.37M | 0.10% | +7,903 | New |
| Peapack Gladstone Financial Corp | 7,935 | $1.38M | 0.02% | −135−1.7% | Reduced |
| Euro Pacific Asset Management, LLC | 8,076 | $1.39M | 0.30% | −135−1.6% | Reduced |
| Wambolt & Associates, LLC | 8,119 | $1.41M | 0.50% | +175+2.2% | Added |
| Naviter Wealth, LLC | 8,219 | $1.43M | 0.36% | +943+13.0% | Added |
| State Street Corp | 8,220 | $1.43M | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 8,248 | $1.43M | 0.05% | +13+0.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,286 | $1.44M | 0.03% | +8,286 | New |
| Guggenheim Capital LLC | 8,303 | $1.44M | 0.01% | −1,162−12.3% | Reduced |
| Wealthspire Advisors, LLC | 8,304 | $1.44M | 0.02% | +123+1.5% | Added |
| Wunderlich Capital Managemnt | 8,343 | $1.45M | 0.71% | +109+1.3% | Added |
| Two Sigma Investments, LP | 8,400 | $1.46M | 0.00% | −49−0.6% | Reduced |
| Capstone Triton Financial Group, LLC | 8,632 | $1.50M | 1.03% | +41+0.5% | Added |
| Alaethes Wealth LLC | 8,657 | $1.50M | 0.82% | +235+2.8% | Added |
| PFG Advisors | 8,658 | $1.50M | 0.11% | −182−2.1% | Reduced |
| Crossmark Global Holdings, Inc. | 8,544 | $1.51M | 0.03% | −1,067−11.1% | Reduced |
| FORA Capital, LLC | 8,752 | $1.52M | 0.22% | +8,752 | New |
| Griffin Asset Management, Inc. | 8,761 | $1.52M | 0.21% | −103−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 34,884 | $1.55M | 0.07% | +459+1.3% | Added |
| Ashton Thomas Private Wealth, LLC | 8,969 | $1.56M | 0.12% | +1,037+13.1% | Added |
| Dillon & Associates Inc | 9,029 | $1.56M | 0.29% | −390−4.1% | Reduced |
| Modera Wealth Management, LLC | 9,033 | $1.57M | 0.03% | −4,429−32.9% | Reduced |
| Telemus Capital, LLC | 9,050 | $1.57M | 0.13% | −251−2.7% | Reduced |
| Roundview Capital LLC | 9,084 | $1.58M | 0.15% | +306+3.5% | Added |
| SYSTM Wealth Solutions LLC | 9,096 | $1.58M | 0.21% | +1,233+15.7% | Added |
| Welch & Forbes LLC | 9,101 | $1.58M | 0.02% | −183−2.0% | Reduced |
| Synovus Financial Corp | 9,163 | $1.59M | 0.02% | −533−5.5% | Reduced |
| Lantz Financial LLC | 9,171 | $1.59M | 0.62% | +129+1.4% | Added |
| Toronto Dominion Bank | 9,486 | $1.65M | 0.00% | +95+1.0% | Added |
| Yousif Capital Management, LLC | 9,496 | $1.65M | 0.02% | −79−0.8% | Reduced |
| Citizens National Bank Trust Department | 9,545 | $1.66M | 0.44% | −90−0.9% | Reduced |
| National Asset Management, Inc. | 9,587 | $1.66M | 0.04% | −424−4.2% | Reduced |
| Horizon Investments, LLC | 9,664 | $1.68M | 0.05% | +449+4.9% | Added |
| Raymond James Trust N.A. | 9,697 | $1.68M | 0.05% | −950−8.9% | Reduced |
| Squarepoint Ops LLC | 9,764 | $1.69M | 0.01% | +9,764 | New |
| Colonial Trust Co | 9,774 | $1.70M | 0.41% | +441+4.7% | Added |
| JustInvest LLC | 9,827 | $1.70M | 0.05% | +505+5.4% | Added |
| Russell Investments Group, Ltd. | 9,865 | $1.71M | 0.00% | +121+1.2% | Added |
| Mitchell Capital Management Co | 9,995 | $1.73M | 0.40% | +248+2.5% | Added |
| South State Corp. | 10,040 | $1.74M | 0.16% | −117−1.2% | Reduced |
| GWM Advisors LLC | 10,063 | $1.75M | 0.02% | −1,846−15.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,200 | $1.77M | 0.02% | +7,700+308.0% | Added |
| We Are One Seven, LLC | 10,264 | $1.78M | 0.16% | −235−2.2% | Reduced |
| GYL Financial Synergies, LLC | 10,268 | $1.78M | 0.16% | +410+4.2% | Added |
| Tandem Capital Management Corp | 10,292 | $1.79M | 1.16% | +124+1.2% | Added |
| Stephens Inc | 10,402 | $1.80M | 0.03% | +53+0.5% | Added |
| Arden Trust Co | 10,995 | $1.91M | 0.31% | −1,632−12.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,180 | $1.94M | 0.95% | +350+3.2% | Added |