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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 2,373 | $411.7K | 0.02% | +326+15.9% | Added |
| Susquehanna International Securities, Ltd. | 2,356 | $408.7K | 0.38% | +2,356 | New |
| Quad-Cities Investment Group, LLC | 2,334 | $404.9K | 0.26% | −16−0.7% | Reduced |
| RSM US Wealth Management LLC | 2,320 | $402.5K | 0.01% | −1,674−41.9% | Reduced |
| Advocate Group LLC | 2,317 | $402.0K | 0.09% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,220 | $398.9K | 0.18% | +169+8.2% | Added |
| Sawtooth Solutions, LLC | 2,280 | $395.5K | 0.01% | +719+46.1% | Added |
| Bleakley Financial Group, LLC | 2,280 | $395.5K | 0.01% | +719+46.1% | Added |
| Silvercrest Asset Management Group LLC | 2,278 | $395.1K | 0.00% | −118−4.9% | Reduced |
| Ellevest, Inc. | 2,271 | $394.0K | 0.03% | −1,861−45.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,300 | $390.6K | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,243 | $389.1K | 0.00% | −3,557−61.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,232 | $387.2K | 0.04% | +169+8.2% | Added |
| Fort Washington Investment Advisors Inc | 2,200 | $381.7K | 0.00% | −81−3.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,200 | $381.7K | 0.01% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,199 | $381.5K | 0.09% | +62+2.9% | Added |
| Shelton Capital Management | 2,190 | $379.9K | 0.01% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,189 | $379.7K | 0.22% | +78+3.7% | Added |
| NTV Asset Management LLC | 2,175 | $377.3K | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 2,173 | $376.0K | 0.00% | +2,173 | New |
| Henshaw Capital LLC | 2,151 | $373.2K | 0.02% | +348+19.3% | Added |
| Nicholas Hoffman & Company, LLC. | 2,144 | $372.0K | 0.01% | +3+0.1% | Added |
| Pinnacle West Asset Management, Inc. | 2,135 | $370.0K | 0.36% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,116 | $367.0K | 0.10% | +13+0.6% | Added |
| Fusion Capital, LLC | 2,115 | $367.0K | 0.21% | +17+0.8% | Added |
| TFG Advisers LLC | 2,105 | $365.1K | 0.17% | +13+0.6% | Added |
| Chicago Partners Investment Group LLC | 2,104 | $364.0K | 0.02% | +16+0.8% | Added |
| PDS Planning, Inc | 2,094 | $363.3K | 0.05% | +260+14.2% | Added |
| Summit Trail Advisors, LLC | 2,090 | $362.6K | 0.01% | −171−7.6% | Reduced |
| Dana Investment Advisors, Inc. | 2,085 | $361.7K | 0.02% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 2,075 | $360.0K | 0.23% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,072 | $359.5K | 0.01% | +400+23.9% | Added |
| Grove Bank & Trust | 2,067 | $358.6K | 0.07% | −2−0.1% | Reduced |
| AFS Financial Group, LLC | 2,048 | $355.2K | 0.23% | 00.0% | Unchanged |
| Aries Wealth Management | 2,045 | $354.8K | 0.14% | −189−8.5% | Reduced |
| K.J. Harrison & Partners Inc | 2,052 | $354.7K | 0.06% | −10,495−83.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,042 | $354.2K | 0.06% | −2,864−58.4% | Reduced |
| Mayflower Financial Advisors, LLC | 2,032 | $352.6K | 0.05% | +2+0.1% | Added |
| Laraway Financial Inc | 2,032 | $352.5K | 0.35% | −200−9.0% | Reduced |
| Vident Investment Advisory, LLC | 2,028 | $351.8K | 0.01% | +121+6.3% | Added |
| Carnegie Capital Asset Management, LLC | 2,026 | $351.5K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,010 | $348.7K | 0.03% | −12−0.6% | Reduced |
| Schechter Investment Advisors, LLC | 1,995 | $346.1K | 0.03% | −123−5.8% | Reduced |
| Headinvest, LLC | 1,997 | $344.4K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,980 | $343.5K | 0.00% | +733+58.8% | Added |
| Inscription Capital, LLC | 1,978 | $343.1K | 0.11% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,975 | $342.6K | 0.10% | −15−0.8% | Reduced |
| Aspiriant, LLC | 1,972 | $342.1K | 0.02% | +1,972 | New |
| Sage Rhino Capital LLC | 1,954 | $339.0K | 0.09% | +3+0.2% | Added |
| Concentric Wealth Management, LLC | 1,950 | $338.3K | 0.11% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,946 | $337.6K | 0.37% | −175−8.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,944 | $337.2K | 0.02% | −1,384−41.6% | Reduced |
| Atlas Wealth Partners, LLC | 1,890 | $336.0K | 0.97% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,934 | $335.5K | 0.20% | −25−1.3% | Reduced |
| Richwood Investment Advisors, LLC | 1,930 | $334.8K | 0.33% | −114−5.6% | Reduced |
| LCNB Corp | 1,926 | $334.1K | 0.14% | −80−4.0% | Reduced |
| Lincoln National Corp | 1,925 | $334.0K | 0.01% | −12−0.6% | Reduced |
| Hilltop Holdings Inc. | 1,921 | $333.3K | 0.04% | −7−0.4% | Reduced |
| Cozad Asset Management Inc | 1,918 | $332.7K | 0.04% | −21−1.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,917 | $332.6K | 0.04% | +5+0.3% | Added |
| Bryn Mawr Trust Co | 1,912 | $331.0K | 0.01% | −358−15.8% | Reduced |
| 180 Wealth Advisors, LLC | 1,897 | $330.0K | 0.07% | +9+0.5% | Added |
| Wealthcare Advisory Partners LLC | 1,895 | $328.7K | 0.01% | −12−0.6% | Reduced |
| Equitable Holdings, Inc. | 1,891 | $328.1K | 0.00% | −211−10.0% | Reduced |
| Pallas Capital Advisors LLC | 1,860 | $327.5K | 0.01% | −30,618−94.3% | Reduced |
| KCM Investment Advisors LLC | 1,881 | $326.3K | 0.01% | −304−13.9% | Reduced |
| Jeppson Wealth Management, LLC | 1,875 | $325.3K | 0.14% | −6−0.3% | Reduced |
| Ironwood Investment Counsel, LLC | 1,826 | $316.8K | 0.07% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,804 | $312.9K | 0.01% | −34−1.8% | Reduced |
| Breakwater Capital Group | 1,802 | $312.6K | 0.11% | −11−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 1,795 | $311.5K | 0.02% | +118+7.0% | Added |
| Tower Research Capital LLC (TRC) | 1,795 | $311.4K | 0.01% | +1,360+312.6% | Added |
| Avestar Capital, LLC | 1,779 | $308.6K | 0.05% | +149+9.1% | Added |
| First National Bank of Hutchinson | 1,778 | $308.4K | 0.23% | +37+2.1% | Added |
| Toroso Investments, LLC | 1,770 | $307.0K | 0.01% | −402−18.5% | Reduced |
| Capstone Investment Advisors, LLC | 1,769 | $306.9K | 0.01% | +1,769 | New |
| Paragon Capital Management Ltd | 1,750 | $303.6K | 0.07% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,745 | $302.7K | 0.04% | 00.0% | Unchanged |
| Mark Stevens | 1,740 | $301.9K | 0.04% | +18+1.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,732 | $300.5K | 0.05% | −16−0.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,724 | $299.0K | 0.13% | +482+38.8% | Added |
| Legacy Bridge, LLC | 1,702 | $295.3K | 0.20% | −200−10.5% | Reduced |
| Clearstead Advisors, LLC | 1,674 | $290.5K | 0.02% | −1,308−43.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,675 | $290.0K | 0.22% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,651 | $286.5K | 0.07% | +4+0.2% | Added |
| Newman Dignan & Sheerar, Inc. | 1,651 | $286.4K | 0.09% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,647 | $285.7K | 0.07% | +30+1.9% | Added |
| WoodTrust Financial Corp | 1,640 | $285.0K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,631 | $283.0K | 0.01% | +124+8.2% | Added |
| Earnest Partners LLC | 1,628 | $282.4K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,627 | $282.3K | 0.04% | −105−6.1% | Reduced |
| Greenfield Savings Bank | 1,625 | $281.9K | 0.19% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,621 | $281.2K | 0.06% | −29−1.8% | Reduced |
| Albert D Mason Inc | 1,620 | $281.0K | 0.19% | +369+29.5% | Added |
| Gallacher Capital Management LLC | 1,620 | $281.0K | 0.16% | +35+2.2% | Added |
| Old National Bancorp | 1,615 | $280.2K | 0.01% | −1,305−44.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,603 | $278.4K | 0.01% | +1,603 | New |
| Old Mission Capital LLC | 1,591 | $276.0K | 0.01% | +1,591 | New |
| Nwam LLC | 1,587 | $275.4K | 0.02% | +214+15.6% | Added |
| Keel Point, LLC | 1,584 | $274.8K | 0.04% | −85−5.1% | Reduced |