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