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Livermore
ZHEN

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.

Institutional holdersQ2 2023: 1,001 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ2 2023: $9.65B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2023.

Institutions holding DEO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Garrison Asset Management, LLC1,575$273.2K0.16%−15−0.9%Reduced
Argent Trust Co1,567$271.8K0.01%+170+12.2%Added
Merit Financial Group, LLC1,561$270.9K0.01%+68+4.6%Added
Parkside Financial Bank & Trust1,558$270.3K0.06%+63+4.2%Added
Norris Perne & French LLP1,555$269.8K0.02%00.0%Unchanged
Wealthsource Partners, LLC1,541$267.3K0.02%−14−0.9%Reduced
Creative Financial Designs Inc1,535$266.3K0.03%−78−4.8%Reduced
Cary Street Partners Asset Management LLC1,524$264.4K0.05%00.0%Unchanged
Financial & Tax Architects, LLC1,519$263.6K0.08%−35−2.3%Reduced
Northeast Investment Management1,519$263.5K0.01%+11+0.7%Added
Norway Savings Bank1,510$262.0K0.14%00.0%Unchanged
Schulhoff & Co Inc1,508$261.6K0.12%00.0%Unchanged
Argyle Capital Management Inc.1,500$260.2K0.09%00.0%Unchanged
Baldwin Investment Management, LLC1,485$257.6K0.04%00.0%Unchanged
Heartwood Wealth Advisors LLC1,481$256.9K0.04%−152−9.3%Reduced
Bristlecone Advisors, LLC1,478$256.4K0.03%00.0%Unchanged
Centaurus Financial, Inc.1,474$256.0K0.02%−268−15.4%Reduced
ExodusPoint Capital Management, LP1,478$256.0K0.00%+1,478New
Legacy Financial Advisors, Inc.1,474$255.8K0.05%−17−1.1%Reduced
Resonant Capital Advisors, LLC1,462$253.6K0.03%00.0%Unchanged
LFA - Lugano Financial Advisors SA1,441$250.0K0.17%+1,441New
MONECO Advisors, LLC1,441$250.0K0.07%+48+3.4%Added
Covenant Partners, LLC1,433$248.6K0.09%−575−28.6%Reduced
Wade G W & Inc1,427$248.0K0.01%+11+0.8%Added
Quadrant Private Wealth Management, LLC1,429$247.9K0.07%+26+1.9%Added
Penobscot Investment Management Company, Inc.1,425$247.2K0.04%00.0%Unchanged
Guardian Wealth Advisors, LLC1,409$244.4K0.04%00.0%Unchanged
MJP Associates Inc1,402$243.2K0.08%+136+10.7%Added
Ropes Wealth Advisors LLC1,396$242.2K0.04%−5−0.4%Reduced
Lakeview Capital Partners, LLC1,396$242.2K0.04%+1,396New
Anchor Investment Management, LLC1,394$241.8K0.03%00.0%Unchanged
Horan Securities, Inc.1,383$239.8K0.10%+25+1.8%Added
SOL Capital Management CO1,380$239.0K0.04%00.0%Unchanged
Warther Private Wealth, LLC1,372$238.0K0.16%+1,372New
Five Oceans Advisors1,359$235.8K0.15%+215+18.8%Added
Arkadios Wealth Advisors1,358$235.6K0.03%−6−0.4%Reduced
Tacita Capital Inc1,350$234.0K0.17%00.0%Unchanged
FirstPurpose Wealth LLC1,346$233.5K0.10%+55+4.3%Added
Chemistry Wealth Management LLC1,344$233.2K0.08%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC1,342$232.8K0.00%+33+2.5%Added
CIBC Asset Management Inc1,337$231.9K0.00%−313−19.0%Reduced
Walter & Keenan Financial Consulting Co1,332$231.1K0.08%00.0%Unchanged
Sanders Morris Harris LLC1,325$229.9K0.05%00.0%Unchanged
Centennial Wealth Advisory LLC1,323$229.5K0.12%00.0%Unchanged
Stratos Wealth Advisors, LLC1,322$229.5K0.02%+4+0.3%Added
Flagship Harbor Advisors, LLC1,312$227.6K0.02%+56+4.5%Added
InTrack Investment Management Inc1,309$227.1K0.19%−485−27.0%Reduced
Blue Barn Wealth, LLC1,305$226.4K0.15%−29−2.2%Reduced
Koshinski Asset Management, Inc.1,303$226.0K0.02%+48+3.8%Added
Professional Advisory Services Inc1,300$226.0K0.03%00.0%Unchanged
Harvey Investment Co LLC1,304$226.0K0.03%00.0%Unchanged
Texas Capital Bancshares Inc1,302$225.9K0.13%−9−0.7%Reduced
Parthenon LLC1,300$225.5K0.03%00.0%Unchanged
Harbour Investments, Inc.1,298$225.2K0.01%+35+2.8%Added
Hofer & Associates. Inc1,298$225.2K0.22%−133−9.3%Reduced
Opal Wealth Advisors, LLC1,296$224.8K0.11%−11−0.8%Reduced
Burt Wealth Advisors1,296$224.8K0.07%00.0%Unchanged
St Germain D J Co Inc1,285$222.9K0.01%+1,285New
Perigon Wealth Management, LLC1,281$222.3K0.01%+1,281New
LS Investment Advisors, LLC1,258$218.2K0.04%00.0%Unchanged
Charter Trust Co1,255$217.7K0.02%00.0%Unchanged
Optas, LLC1,253$217.4K0.07%−97−7.2%Reduced
Hemenway Trust Co LLC1,252$217.2K0.02%00.0%Unchanged
Webster Bank, N. A.1,251$217.0K0.03%00.0%Unchanged
Birch Hill Investment Advisors LLC1,250$216.8K0.01%00.0%Unchanged
Heron Financial Group, LLC1,245$216.0K0.12%00.0%Unchanged
Stiles Financial Services Inc1,238$214.8K0.11%+7+0.6%Added
Moseley Investment Management Inc1,238$214.7K0.13%+1,238New
Baker Avenue Asset Management, LP1,233$213.9K0.01%+51+4.3%Added
Clifford Swan Investment Counsel LLC1,224$212.3K0.01%−61−4.7%Reduced
Epoch Investment Partners, Inc.1,223$212.2K0.00%−2−0.2%Reduced
Reuter James Wealth Management, LLC1,222$212.0K0.26%+53+4.5%Added
Allworth Financial LP1,222$212.0K0.00%−171−12.3%Reduced
Harbor Investment Advisory, LLC1,220$211.6K0.03%00.0%Unchanged
Linscomb & Williams, Inc.1,217$211.2K0.01%−16−1.3%Reduced
Leavell Investment Management, Inc.1,217$211.0K0.01%00.0%Unchanged
Capital Investment Advisory Services, LLC1,215$210.8K0.02%+7+0.6%Added
Principle Wealth Partners LLC1,210$209.9K0.02%−63−4.9%Reduced
CVA Family Office, LLC1,206$209.2K0.04%+50+4.3%Added
Mark Sheptoff Financial Planning, LLC1,200$208.2K0.12%00.0%Unchanged
Lowe Brockenbrough & Co Inc1,199$208.0K0.02%+28+2.4%Added
Liberty Wealth Management LLC1,198$207.9K0.05%−23−1.9%Reduced
Sonora Investment Management Group, LLC1,198$207.8K0.02%−229−16.0%Reduced
Curi Capital1,197$207.7K0.03%−40−3.2%Reduced
Empower Advisory Group, LLC1,197$207.7K0.00%−182−13.2%Reduced
Avidian Wealth Solutions, LLC1,195$207.3K0.01%−388−24.5%Reduced
Eagle Ridge Investment Management1,193$207.0K0.02%−33−2.7%Reduced
Cambridge Trust Co1,191$206.6K0.01%00.0%Unchanged
Consolidated Portfolio Review Corp1,178$204.4K0.05%00.0%Unchanged
Excalibur Management Corp1,169$202.8K0.10%−10−0.8%Reduced
Raab & Moskowitz Asset Management LLC1,167$202.5K0.07%00.0%Unchanged
MMBG Investment Advisors Co.1,194$202.3K0.02%00.0%Unchanged
Foster Victor Wealth Advisors, LLC1,162$200.9K0.02%+64+5.8%Added
Hills Bank & Trust Co1,157$200.7K0.03%−74−6.0%Reduced
Delta Financial Group, Inc.1,155$200.0K0.23%+1,155New
SOA Wealth Advisors, LLC.1,143$198.2K0.05%+9+0.8%Added
Rosenberg Matthew Hamilton1,120$194.3K0.07%+53+5.0%Added
Knuff & Co LLC1,113$193.1K0.07%00.0%Unchanged
Garde Capital, Inc.1,110$193.0K0.02%−60−5.1%Reduced
GHP Investment Advisors, Inc.1,089$187.8K0.01%+292+36.6%Added