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 |
|---|---|---|---|---|---|
| GSB Wealth Management, LLC | 11,427 | $1.98M | 0.64% | +101+0.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,180 | $1.94M | 0.95% | +350+3.2% | Added |
| Arden Trust Co | 10,995 | $1.91M | 0.31% | −1,632−12.9% | Reduced |
| Stephens Inc | 10,402 | $1.80M | 0.03% | +53+0.5% | Added |
| Tandem Capital Management Corp | 10,292 | $1.79M | 1.16% | +124+1.2% | Added |
| GYL Financial Synergies, LLC | 10,268 | $1.78M | 0.16% | +410+4.2% | Added |
| We Are One Seven, LLC | 10,264 | $1.78M | 0.16% | −235−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,200 | $1.77M | 0.02% | +7,700+308.0% | Added |
| GWM Advisors LLC | 10,063 | $1.75M | 0.02% | −1,846−15.5% | Reduced |
| South State Corp. | 10,040 | $1.74M | 0.16% | −117−1.2% | Reduced |
| Mitchell Capital Management Co | 9,995 | $1.73M | 0.40% | +248+2.5% | Added |
| Russell Investments Group, Ltd. | 9,865 | $1.71M | 0.00% | +121+1.2% | Added |
| JustInvest LLC | 9,827 | $1.70M | 0.05% | +505+5.4% | Added |
| Colonial Trust Co | 9,774 | $1.70M | 0.41% | +441+4.7% | Added |
| Squarepoint Ops LLC | 9,764 | $1.69M | 0.01% | +9,764 | New |
| Raymond James Trust N.A. | 9,697 | $1.68M | 0.05% | −950−8.9% | Reduced |
| Horizon Investments, LLC | 9,664 | $1.68M | 0.05% | +449+4.9% | Added |
| National Asset Management, Inc. | 9,587 | $1.66M | 0.04% | −424−4.2% | Reduced |
| Citizens National Bank Trust Department | 9,545 | $1.66M | 0.44% | −90−0.9% | Reduced |
| Yousif Capital Management, LLC | 9,496 | $1.65M | 0.02% | −79−0.8% | Reduced |
| Toronto Dominion Bank | 9,486 | $1.65M | 0.00% | +95+1.0% | Added |
| Lantz Financial LLC | 9,171 | $1.59M | 0.62% | +129+1.4% | Added |
| Synovus Financial Corp | 9,163 | $1.59M | 0.02% | −533−5.5% | Reduced |
| Welch & Forbes LLC | 9,101 | $1.58M | 0.02% | −183−2.0% | Reduced |
| SYSTM Wealth Solutions LLC | 9,096 | $1.58M | 0.21% | +1,233+15.7% | Added |
| Roundview Capital LLC | 9,084 | $1.58M | 0.15% | +306+3.5% | Added |
| Telemus Capital, LLC | 9,050 | $1.57M | 0.13% | −251−2.7% | Reduced |
| Modera Wealth Management, LLC | 9,033 | $1.57M | 0.03% | −4,429−32.9% | Reduced |
| Dillon & Associates Inc | 9,029 | $1.56M | 0.29% | −390−4.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,969 | $1.56M | 0.12% | +1,037+13.1% | Added |
| Valeo Financial Advisors, LLC | 34,884 | $1.55M | 0.07% | +459+1.3% | Added |
| Griffin Asset Management, Inc. | 8,761 | $1.52M | 0.21% | −103−1.2% | Reduced |
| FORA Capital, LLC | 8,752 | $1.52M | 0.22% | +8,752 | New |
| Crossmark Global Holdings, Inc. | 8,544 | $1.51M | 0.03% | −1,067−11.1% | Reduced |
| PFG Advisors | 8,658 | $1.50M | 0.11% | −182−2.1% | Reduced |
| Alaethes Wealth LLC | 8,657 | $1.50M | 0.82% | +235+2.8% | Added |
| Capstone Triton Financial Group, LLC | 8,632 | $1.50M | 1.03% | +41+0.5% | Added |
| Two Sigma Investments, LP | 8,400 | $1.46M | 0.00% | −49−0.6% | Reduced |
| Wunderlich Capital Managemnt | 8,343 | $1.45M | 0.71% | +109+1.3% | Added |
| Wealthspire Advisors, LLC | 8,304 | $1.44M | 0.02% | +123+1.5% | Added |
| Guggenheim Capital LLC | 8,303 | $1.44M | 0.01% | −1,162−12.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,286 | $1.44M | 0.03% | +8,286 | New |
| Stonegate Investment Group, LLC | 8,248 | $1.43M | 0.05% | +13+0.2% | Added |
| State Street Corp | 8,220 | $1.43M | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 8,219 | $1.43M | 0.36% | +943+13.0% | Added |
| Wambolt & Associates, LLC | 8,119 | $1.41M | 0.50% | +175+2.2% | Added |
| Euro Pacific Asset Management, LLC | 8,076 | $1.39M | 0.30% | −135−1.6% | Reduced |
| Peapack Gladstone Financial Corp | 7,935 | $1.38M | 0.02% | −135−1.7% | Reduced |
| CoreCap Advisors, LLC | 7,903 | $1.37M | 0.10% | +7,903 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,894 | $1.37M | 0.01% | −300−3.7% | Reduced |
| Bull Street Advisors, LLC | 7,815 | $1.36M | 0.70% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,769 | $1.35M | 0.02% | +196+2.6% | Added |
| DRW Securities, LLC | 7,710 | $1.34M | 0.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,678 | $1.33M | 0.05% | −35−0.5% | Reduced |
| Thoroughbred Financial Services, LLC | 7,632 | $1.32M | 0.17% | +6+0.1% | Added |
| Avantax Advisory Services, Inc. | 7,575 | $1.31M | 0.02% | +98+1.3% | Added |
| D.B. Root & Company, LLC | 7,544 | $1.31M | 0.50% | +223+3.0% | Added |
| Janus Henderson Group PLC | 7,482 | $1.30M | 0.00% | −1,027−12.1% | Reduced |
| Ingalls & Snyder LLC | 7,473 | $1.30M | 0.06% | −105−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 7,455 | $1.29M | 0.02% | +320+4.5% | Added |
| Ervin Investment Management, LLC | 7,441 | $1.29M | 1.04% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 7,350 | $1.28M | 0.15% | −95−1.3% | Reduced |
| Accretive Wealth Partners, LLC | 7,340 | $1.27M | 0.76% | +123+1.7% | Added |
| KMG Fiduciary Partners, LLC | 7,336 | $1.27M | 0.16% | +500+7.3% | Added |
| Atlas Private Wealth Management | 7,237 | $1.26M | 0.66% | +1,146+18.8% | Added |
| Transcend Wealth Collective, LLC | 7,204 | $1.25M | 0.12% | −254−3.4% | Reduced |
| Capital Insight Partners, LLC | 7,179 | $1.25M | 0.28% | +387+5.7% | Added |
| Brasada Capital Management, LP | 7,088 | $1.23M | 0.27% | +7,088 | New |
| Mill Creek Capital Advisors, LLC | 7,053 | $1.22M | 0.04% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 6,957 | $1.21M | 0.61% | +2,839+68.9% | Added |
| Proficio Capital Partners LLC | 6,949 | $1.21M | 0.16% | +8+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 6,914 | $1.20M | 0.08% | −386−5.3% | Reduced |
| Pathstone Family Office, LLC | 6,848 | $1.19M | 0.02% | −1,540−18.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,807 | $1.18M | 0.00% | +1,725+33.9% | Added |
| Galibier Capital Management Ltd. | 6,700 | $1.16M | 0.27% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 6,463 | $1.12M | 0.89% | −86−1.3% | Reduced |
| Baxter Bros Inc | 6,450 | $1.12M | 0.17% | +700+12.2% | Added |
| Joel Isaacson & Co., LLC | 6,442 | $1.12M | 0.07% | +8+0.1% | Added |
| Summit Financial, LLC | 6,344 | $1.10M | 0.08% | −112−1.7% | Reduced |
| Venture Visionary Partners LLC | 6,340 | $1.10M | 0.06% | +14+0.2% | Added |
| Headlands Technologies LLC | 6,276 | $1.09M | 0.35% | +6,276 | New |
| Signaturefd, LLC | 6,238 | $1.08M | 0.03% | +227+3.8% | Added |
| Daymark Wealth Partners, LLC | 6,183 | $1.07M | 0.08% | +5,067+454.0% | Added |
| Umb Bank N A | 6,179 | $1.07M | 0.02% | +310+5.3% | Added |
| Canandaigua National Bank & Trust Co | 6,178 | $1.07M | 0.17% | −44−0.7% | Reduced |
| Compass Wealth Management LLC | 6,120 | $1.06M | 0.32% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,223 | $1.06M | 0.47% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 6,079 | $1.05M | 0.46% | +414+7.3% | Added |
| Rossmore Private Capital | 6,048 | $1.05M | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 6,013 | $1.04M | 0.75% | −153−2.5% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $1.04M | 0.26% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,969 | $1.04M | 0.11% | −392−6.2% | Reduced |
| FRG Family Wealth Advisors LLC | 5,935 | $1.03M | 0.23% | −240−3.9% | Reduced |
| Spire Wealth Management | 5,916 | $1.03M | 0.04% | +3,043+105.9% | Added |
| D.A. Davidson & Co. | 5,856 | $1.02M | 0.01% | +865+17.3% | Added |
| Notis-McConarty Edward | 5,800 | $1.01M | 0.38% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,777 | $1.00M | 0.58% | −80−1.4% | Reduced |
| Veritable, L.P. | 5,765 | $1.00M | 0.02% | −164−2.8% | Reduced |
| Keystone Financial Group | 5,761 | $999.5K | 0.17% | +5,761 | New |
| Cullen/Frost Bankers, Inc. | 5,749 | $997.3K | 0.02% | −28−0.5% | Reduced |