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Livermore
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, Q3 2023

Institutional positions in Diageo PLC as of Sep 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
957
−28 vs. Q2 2023
Shares held
55.3M
−396.3K (−0.7%) vs. Q2 2023
Total value
$8.20B
−$1.42B (−14.8%) vs. Q2 2023
New holders
73
318 more added
Sold out
101
362 more reduced

16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 957 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 heldQ3 2023: $8.20B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2023.

Institutions holding DEO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Register Financial Advisors LLC5$7460.00%+5New
Asset Dedication, LLC6$1.00K0.00%00.0%Unchanged
Avion Wealth8$1.00K0.00%00.0%Unchanged
Investors Research Corp7$1.04K0.00%+7New
Hibernia Wealth Partners, LLC8$1.19K0.00%+8New
Stephens Consulting, LLC9$1.34K0.00%00.0%Unchanged
TD Capital Management LLC10$1.49K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$1.49K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC10$1.49K0.00%+10New
Annis Gardner Whiting Capital Advisors, LLC10$1.52K0.00%+10New
Abound Wealth Management11$1.64K0.00%00.0%Unchanged
LGT Financial Advisors LLC11$1.64K0.00%+11New
Carmichael Hill & Associates, Inc.12$1.79K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC14$2.07K0.00%00.0%Unchanged
Perkins Coie Trust Co14$2.09K0.00%+14New
DecisionPoint Financial, LLC14$2.09K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.15$2.24K0.00%+15New
Sutton Wealth Advisors Inc.16$2.39K0.00%−24−60.0%Reduced
NewSquare Capital LLC16$2.39K0.00%−12−42.9%Reduced
Copeland Capital Management, LLC18$2.69K0.00%00.0%Unchanged
Johnson Financial Group, Inc.16$2.79K0.00%−391−96.1%Reduced
Johnson Midwest Financial, LLC19$2.83K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$2.98K0.00%00.0%Unchanged
Eukles Asset Management20$2.98K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.21$3.13K0.00%00.0%Unchanged
Team Financial Group, LLC24$3.63K0.00%+24New
TSFG, LLC30$4.00K0.00%00.0%Unchanged
Clean Yield Group27$4.18K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.29$4.30K0.00%00.0%Unchanged
Key Financial Inc30$4.47K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC31$4.63K0.00%+31New
Cornerstone Planning Group LLC33$4.92K0.00%−46−58.2%Reduced
Capital Analysts, LLC32$5.00K0.00%−38−54.3%Reduced
Castleview Partners, LLC35$5.22K0.00%00.0%Unchanged
Bourgeon Capital Management LLC35$5.22K0.00%+10+40.0%Added
Manchester Capital Management LLC36$5.37K0.00%+36New
Ruedi Wealth Management, Inc.37$5.52K0.00%00.0%Unchanged
Truvestments Capital LLC40$5.97K0.00%00.0%Unchanged
West Financial Advisors, LLC41$6.12K0.00%00.0%Unchanged
Flaharty Asset Management, LLC41$6.14K0.00%+41New
JNBA Financial Advisors46$6.86K0.00%+18+64.3%Added
Tyler-Stone Wealth Management50$7.00K0.00%−19−27.5%Reduced
Macquarie Group Ltd49$7.00K0.00%+3+6.5%Added
Delta Asset Management LLC47$7.01K0.00%00.0%Unchanged
Pflug Koory, LLC47$7.01K0.00%00.0%Unchanged
Westside Investment Management, Inc.48$7.16K0.00%00.0%Unchanged
Mascoma Wealth Management LLC48$7.16K0.00%00.0%Unchanged
West Paces Advisors Inc.50$7.46K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group53$7.91K0.00%00.0%Unchanged
GW&K Investment Management, LLC53$8.00K0.00%00.0%Unchanged
Global Wealth Strategies & Associates56$8.35K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC56$8.36K0.00%00.0%Unchanged
Godsey & Gibb Associates57$8.50K0.00%+18+46.2%Added
Intrepid Capital Management Inc60$8.95K0.01%00.0%Unchanged
Ninety One UK Ltd60$8.95K0.00%00.0%Unchanged
Concord Wealth Partners60$8.95K0.00%00.0%Unchanged
IAG Wealth Partners, LLC60$8.95K0.00%00.0%Unchanged
Financial Management Professionals, Inc.59$9.00K0.00%−34−36.6%Reduced
Tanglewood Legacy Advisors, LLC65$9.73K0.01%00.0%Unchanged
Annapolis Financial Services, LLC66$9.85K0.00%00.0%Unchanged
Close Asset Management Ltd65$10.0K0.00%−150−69.8%Reduced
Farmers & Merchants Trust Co of Chambersburg PA65$10.0K0.01%−58−47.2%Reduced
West Oak Capital, LLC70$10.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC69$10.2K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC69$10.3K0.00%−12−14.8%Reduced
Bell Investment Advisors, Inc70$10.4K0.00%+8+12.9%Added
Aspire Private Capital, LLC72$10.7K0.00%+50+227.3%Added
Coston, McIsaac & Partners74$11.0K0.00%00.0%Unchanged
North Star Investment Management Corp.74$11.0K0.00%00.0%Unchanged
Crewe Advisors LLC75$11.2K0.00%+75New
Optimum Investment Advisors86$12.8K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC87$13.2K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.91$13.6K0.00%00.0%Unchanged
Raffa Wealth Management, LLC95$14.2K0.00%00.0%Unchanged
Nordwand Advisors, LLC95$14.2K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.99$14.8K0.01%−75−43.1%Reduced
Paradigm Asset Management Co LLC100$14.9K0.00%−100−50.0%Reduced
PFS Partners, LLC100$14.9K0.01%−50−33.3%Reduced
St. Johns Investment Management Company, LLC100$14.9K0.01%00.0%Unchanged
Slocum, Gordon & Co LLP100$14.9K0.01%00.0%Unchanged
AlphaMark Advisors, LLC100$15.0K0.01%00.0%Unchanged
Bogart Wealth, LLC103$15.3K0.00%+14+15.7%Added
Silicon Valley Capital Partners105$15.7K0.00%00.0%Unchanged
RVW Wealth, LLC106$15.8K0.00%+106New
Addison Advisors LLC110$16.4K0.01%+76+223.5%Added
HighMark Wealth Management LLC112$16.7K0.01%00.0%Unchanged
Pacific Center for Financial Services113$16.9K0.01%00.0%Unchanged
Gleason Group, Inc.118$17.5K0.00%00.0%Unchanged
Nemes Rush Group LLC118$17.6K0.00%−66−35.9%Reduced
Twin Lakes Capital Management, LLC122$18.2K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC122$18.2K0.00%00.0%Unchanged
RFP Financial Group LLC127$18.9K0.01%00.0%Unchanged
Column Capital Advisors, LLC131$19.5K0.00%00.0%Unchanged
Adirondack Trust Co134$20.0K0.01%00.0%Unchanged
Princeton Global Asset Management LLC135$20.1K0.01%00.0%Unchanged
Atwood & Palmer Inc143$21.3K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC144$21.5K0.01%00.0%Unchanged
First PREMIER Bank150$22.0K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO151$22.5K0.01%+151New
Newbridge Financial Services Group, Inc.152$22.7K0.01%00.0%Unchanged