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