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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

Q3 2023 vs. Q2 2023

How the institutions holding Diageo PLC changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of DEO: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,00116957−28
Shares55.8M119.8K55.3M−396.3K (−0.7%)
Value$9.65B$20.8M$8.20B−$1.42B (−14.8%)

16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Diageo PLC at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to DEO in Q3 2023
InstitutionSharesValue% of portfolio
First Republic Investment Management, Inc.71,875$10.7M0.03%
DRH Investments, Inc.70,869$10.6M10.07%
Lakewood Capital Management, LP67,550$10.1M0.92%
Hutchinson Capital Management60,101$8.97M2.11%
Renaissance Technologies LLC48,730$7.27M0.01%
Cubist Systematic Strategies, LLC47,094$7.03M0.09%
Balyasny Asset Management LLC40,220$6.00M0.02%
Capital Fund Management S.A.27,902$4.16M0.06%
Ramirez Asset Management, Inc.16,906$2.52M0.54%
Twin Tree Management, LP15,603$2.33M0.08%
Envestnet Portfolio Solutions, Inc.13,363$1.99M0.01%
London & Capital Asset Management Ltd10,594$1.58M0.14%
Old Port Advisors10,431$1.56M0.56%
Jamison Private Wealth Management, Inc.6,662$993.9K0.21%
SS&H Financial Advisors, Inc.6,200$925.0K0.43%
Iams Wealth Management, LLC5,969$890.5K0.62%
QRG Capital Management, Inc.5,862$874.5K0.02%
Park Avenue Securities LLC5,778$862.0K0.01%
Tiaa Trust, National Association5,620$838.4K0.00%
Quantamental Technologies LLC5,422$808.9K0.76%
WSFS Capital Management, LLC4,995$745.2K0.05%
GTS Securities LLC3,556$530.5K0.01%
Vident Advisory, LLC2,726$406.7K0.01%
Syon Capital LLC2,612$389.7K0.05%
Buckingham Strategic Partners2,377$354.6K0.02%
Jefferies Financial Group Inc.2,188$326.4K0.01%
Arete Wealth Advisors, LLC2,151$320.8K0.06%
Spinnaker Trust2,118$316.0K0.02%
Legacy Capital Wealth Partners, LLC2,069$308.7K0.08%
XTX Topco Ltd1,853$276.4K0.05%
Diversified Trust Co1,837$274.0K0.01%
Ameritas Advisory Services, LLC1,805$273.2K0.01%
Rathbone Brothers plc1,826$270.9K0.00%
Fox Run Management, L.L.C.1,764$263.2K0.08%
Bridgefront Capital, LLC1,726$257.5K0.18%
Flow Traders U.S. LLC1,668$249.0K0.01%
Sebold Capital Management, Inc.1,581$235.9K0.19%
Choate Investment Advisors1,533$228.7K0.01%
Capital Wealth Planning, LLC1,500$223.8K0.00%
Malaga Cove Capital, LLC1,489$222.1K0.10%
Walleye Capital LLC1,399$208.7K0.00%
West Family Investments, Inc.1,397$208.4K0.07%
Baker Boyer National Bank1,395$208.1K0.08%
PDT Partners, LLC1,391$207.5K0.03%
KPP Advisory Services LLC1,383$206.3K0.07%
Goelzer Investment Management, Inc.1,350$201.4K0.01%
First Affirmative Financial Network1,342$200.2K0.20%
Legacy Financial Group LLC1,114$166.2K0.04%
Point72 Asset Management, L.P.800$119.3K0.00%
NBC Securities, Inc.785$117.0K0.01%
Provenance Wealth Advisors, LLC510$76.1K0.01%
Salomon & Ludwin, LLC494$73.7K0.01%
Certified Advisory Corp14,762$68.6K0.01%
Orion Capital Management LLC400$59.7K0.04%
Carmel Capital Partners, LLC329$49.1K0.02%
First Command Advisory Services, Inc.320$47.7K0.00%
MCF Advisors LLC200$30.3K0.00%
Compagnie Lombard Odier SCmA180$26.9K0.00%
Indiana Trust & Investment Management CO151$22.5K0.01%
RVW Wealth, LLC106$15.8K0.00%
Crewe Advisors LLC75$11.2K0.00%
Flaharty Asset Management, LLC41$6.14K0.00%
Manchester Capital Management LLC36$5.37K0.00%
Cassady Schiller Wealth Management, LLC31$4.63K0.00%
Team Financial Group, LLC24$3.63K0.00%
DHJJ Financial Advisors, Ltd.15$2.24K0.00%
Perkins Coie Trust Co14$2.09K0.00%
LGT Financial Advisors LLC11$1.64K0.00%
Annis Gardner Whiting Capital Advisors, LLC10$1.52K0.00%
Householder Group Estate & Retirement Specialist, LLC10$1.49K0.00%
Hibernia Wealth Partners, LLC8$1.19K0.00%
Investors Research Corp7$1.04K0.00%
Register Financial Advisors LLC5$7460.00%

Sold out (101)

Institutions that held Diageo PLC at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 101 by value.

Institutions that sold out of DEO in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Janney Montgomery Scott LLC158,738$27.5M
America First Investment Advisors, LLC95,022$16.5M
WS Portfolio Advisory, LLC57,555$9.98M
Erste Asset Management GmbH44,362$7.51M
Eastover Investment Advisors LLC31,364$5.44M
Jennison Associates LLC29,074$5.04M
Voloridge Investment Management, LLC26,691$4.63M
Cumberland Partners Ltd15,467$2.68M
Mitchell Capital Management Co9,995$1.73M
PFG Advisors8,658$1.50M
Two Sigma Investments, LP8,400$1.46M
Maverick Capital LtdSuperinvestorMaverick Capital8,286$1.44M
DRW Securities, LLC7,710$1.34M
Ervin Investment Management, LLC7,441$1.29M
Sterling Investment Management, Inc.6,463$1.12M
Veritable, L.P.5,765$1.00M
Segall Bryant & Hamill, LLC5,670$983.6K
Meyer Handelman Co5,393$935.6K
Y-Intercept (Hong Kong) Ltd4,748$823.7K
Banque Pictet & Cie SA4,380$759.8K
Tudor Investment Corp Et Al3,356$582.2K
Seven Eight Capital, LP3,223$559.1K
3Chopt Investment Partners, LLC2,983$517.5K
MQS Management LLC2,869$497.7K
Sentry Investment Management LLC2,604$452.0K
Janney Capital Management LLC2,536$440.0K
Susquehanna International Securities, Ltd.2,356$408.7K
HRT Financial LP2,173$376.0K
AFS Financial Group, LLC2,048$355.2K
K.J. Harrison & Partners Inc2,052$354.7K
Vident Investment Advisory, LLC2,028$351.8K
Cozad Asset Management Inc1,918$332.7K
Ironwood Investment Counsel, LLC1,826$316.8K
Gladstone Institutional Advisory LLC1,795$311.5K
First National Bank of Hutchinson1,778$308.4K
Capstone Investment Advisors, LLC1,769$306.9K
WoodTrust Financial Corp1,640$285.0K
Aaron Wealth Advisors1,627$282.3K
Old National Bancorp1,615$280.2K
Old Mission Capital LLC1,591$276.0K
ExodusPoint Capital Management, LP1,478$256.0K
Legacy Financial Advisors, Inc.1,474$255.8K
Covenant Partners, LLC1,433$248.6K
Ropes Wealth Advisors LLC1,396$242.2K
Lakeview Capital Partners, LLC1,396$242.2K
Warther Private Wealth, LLC1,372$238.0K
FirstPurpose Wealth LLC1,346$233.5K
CIBC Asset Management Inc1,337$231.9K
Walter & Keenan Financial Consulting Co1,332$231.1K
Centennial Wealth Advisory LLC1,323$229.5K
Flagship Harbor Advisors, LLC1,312$227.6K
InTrack Investment Management Inc1,309$227.1K
Blue Barn Wealth, LLC1,305$226.4K
Professional Advisory Services Inc1,300$226.0K
Harvey Investment Co LLC1,304$226.0K
Texas Capital Bancshares Inc1,302$225.9K
Parthenon LLC1,300$225.5K
Hofer & Associates. Inc1,298$225.2K
Opal Wealth Advisors, LLC1,296$224.8K
Burt Wealth Advisors1,296$224.8K
LS Investment Advisors, LLC1,258$218.2K
Charter Trust Co1,255$217.7K
Hemenway Trust Co LLC1,252$217.2K
Birch Hill Investment Advisors LLC1,250$216.8K
Stiles Financial Services Inc1,238$214.8K
Moseley Investment Management Inc1,238$214.7K
Clifford Swan Investment Counsel LLC1,224$212.3K
Epoch Investment Partners, Inc.1,223$212.2K
Reuter James Wealth Management, LLC1,222$212.0K
Linscomb & Williams, Inc.1,217$211.2K
Leavell Investment Management, Inc.1,217$211.0K
Principle Wealth Partners LLC1,210$209.9K
CVA Family Office, LLC1,206$209.2K
Lowe Brockenbrough & Co Inc1,199$208.0K
Liberty Wealth Management LLC1,198$207.9K
Sonora Investment Management Group, LLC1,198$207.8K
Curi Capital1,197$207.7K
Empower Advisory Group, LLC1,197$207.7K
Avidian Wealth Solutions, LLC1,195$207.3K
Eagle Ridge Investment Management1,193$207.0K
Consolidated Portfolio Review Corp1,178$204.4K
Excalibur Management Corp1,169$202.8K
Raab & Moskowitz Asset Management LLC1,167$202.5K
MMBG Investment Advisors Co.1,194$202.3K
Foster Victor Wealth Advisors, LLC1,162$200.9K
Delta Financial Group, Inc.1,155$200.0K
ICA Group Wealth Management, LLC742$128.7K
MRP Capital Investments, LLC388$67.3K
Fiduciary Alliance LLC255$44.2K
O'Dell Group, LLC244$42.3K
PCA Investment Advisory Services Inc.181$31.4K
Arlington Partners LLC118$20.5K
Clearview Wealth Advisors LLC111$19.3K
Bollard Group LLC80$14.0K
TD Ameritrade Investment Management, LLC73$13.0K
First Community Trust NA70$12.1K
Tilia Fiduciary Partners, Inc.65$11.3K
Worth Asset Management, LLC59$10.2K
Toth Financial Advisory Corp15$2.60K
Safeguard Financial, LLC17$2.00K

Not filed for Q3 2023 yet (16)

Institutions that held Diageo PLC at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DEO in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
PFS Investments Inc.49,855$8.65M
Campbell Capital Management Inc38,877$6.74M
Thomas White International Ltd17,020$2.95M
Tiaa, FSB5,692$987.4K
Financial Architects, Inc4,247$736.8K
Kistler-Tiffany Companies, LLC1,732$300.5K
Heron Financial Group, LLC1,245$216.0K
BerganKDV Wealth Management, LLC413$71.6K
Endurance Wealth Management, Inc.268$46.0K
BDO Wealth Advisors, LLC248$43.0K
Northwest Bank & Trust Co66$11.4K
First Command Bank41$7.11K
First Command Financial Services, Inc.41$7.11K
Vigilant Capital Management, LLC38$7.00K
First Capital Advisors Group, LLC.35$6.07K
Cowen Prime Advisors LLC23$3.99K