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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
American National Bank1,031$153.8K0.03%+33+3.3%Added
Tower Research Capital LLC (TRC)1,086$162.0K0.01%−709−39.5%Reduced
GHP Investment Advisors, Inc.1,089$163.3K0.01%00.0%Unchanged
Independence Bank of Kentucky1,104$164.7K0.07%+65+6.3%Added
Garde Capital, Inc.1,110$166.0K0.01%00.0%Unchanged
Legacy Financial Group LLC1,114$166.2K0.04%+1,114New
Rosenberg Matthew Hamilton1,132$168.8K0.06%+12+1.1%Added
SOA Wealth Advisors, LLC.1,143$170.4K0.04%00.0%Unchanged
Hills Bank & Trust Co1,157$172.6K0.02%00.0%Unchanged
Baker Avenue Asset Management, LP1,194$178.1K0.01%−39−3.2%Reduced
Mark Sheptoff Financial Planning, LLC1,200$179.0K0.11%00.0%Unchanged
Harbor Investment Advisory, LLC1,216$181.3K0.02%−4−0.3%Reduced
Allworth Financial LP1,247$186.0K0.00%+25+2.0%Added
Harbour Investments, Inc.1,268$189.2K0.01%−30−2.3%Reduced
St Germain D J Co Inc1,285$191.7K0.01%00.0%Unchanged
Webster Bank, N. A.1,291$192.6K0.03%+40+3.2%Added
First Affirmative Financial Network1,342$200.2K0.20%+1,342New
Chemistry Wealth Management LLC1,344$200.5K0.07%00.0%Unchanged
Tacita Capital Inc1,350$201.4K0.16%00.0%Unchanged
Goelzer Investment Management, Inc.1,350$201.4K0.01%+1,350New
Five Oceans Advisors1,359$202.7K0.13%00.0%Unchanged
Nwam LLC1,365$203.7K0.02%−222−14.0%Reduced
Optas, LLC1,367$203.9K0.07%+114+9.1%Added
Perigon Wealth Management, LLC1,372$204.7K0.01%+91+7.1%Added
Ronald Blue Trust, Inc.1,191$206.0K0.00%+363+43.8%Added
KPP Advisory Services LLC1,383$206.3K0.07%+1,383New
Sanders Morris Harris LLC1,385$206.6K0.04%+60+4.5%Added
PDT Partners, LLC1,391$207.5K0.03%+1,391New
Anchor Investment Management, LLC1,394$208.0K0.03%00.0%Unchanged
Baker Boyer National Bank1,395$208.1K0.08%+1,395New
West Family Investments, Inc.1,397$208.4K0.07%+1,397New
Walleye Capital LLC1,399$208.7K0.00%+1,399New
Horan Securities, Inc.1,406$209.7K0.11%+23+1.7%Added
Guardian Wealth Advisors, LLC1,409$213.7K0.04%00.0%Unchanged
Wade G W & Inc1,444$215.0K0.01%+17+1.2%Added
IFP Advisors, Inc1,447$215.8K0.01%+930+179.9%Added
MONECO Advisors, LLC1,452$216.6K0.06%+11+0.8%Added
Keel Point, LLC1,456$217.2K0.03%−128−8.1%Reduced
IHT Wealth Management, LLC1,458$217.6K0.01%−173−10.6%Reduced
Quadrant Private Wealth Management, LLC1,440$217.9K0.07%+11+0.8%Added
Wealthsource Partners, LLC1,479$220.6K0.02%−62−4.0%Reduced
Northeast Investment Management1,479$220.6K0.01%−40−2.6%Reduced
Heartwood Wealth Advisors LLC1,481$220.9K0.03%00.0%Unchanged
Baldwin Investment Management, LLC1,485$221.5K0.04%00.0%Unchanged
Malaga Cove Capital, LLC1,489$222.1K0.10%+1,489New
Penserra Capital Management LLC1,500$223.0K0.00%+426+39.7%Added
Garrison Asset Management, LLC1,495$223.0K0.14%−80−5.1%Reduced
Norway Savings Bank1,495$223.0K0.11%−15−1.0%Reduced
Argyle Capital Management Inc.1,500$223.8K0.08%00.0%Unchanged
Capital Wealth Planning, LLC1,500$223.8K0.00%+1,500New
M&R Capital Management Inc1,501$224.0K0.06%−150−9.1%Reduced
Schulhoff & Co Inc1,508$225.0K0.11%00.0%Unchanged
SOL Capital Management CO1,505$225.0K0.03%+125+9.1%Added
Koshinski Asset Management, Inc.1,523$227.2K0.03%+220+16.9%Added
Cary Street Partners Asset Management LLC1,524$227.4K0.04%00.0%Unchanged
Choate Investment Advisors1,533$228.7K0.01%+1,533New
Creative Financial Designs Inc1,535$229.0K0.03%00.0%Unchanged
Financial & Tax Architects, LLC1,541$229.9K0.07%+22+1.4%Added
Pallas Capital Advisors LLC1,516$230.8K0.01%−344−18.5%Reduced
Norris Perne & French LLP1,555$232.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust1,559$232.6K0.05%+1+0.1%Added
Centaurus Financial, Inc.1,563$233.0K0.02%+89+6.0%Added
Resonant Capital Advisors, LLC1,540$233.6K0.02%+78+5.3%Added
Stratos Wealth Advisors, LLC1,575$235.1K0.02%+253+19.1%Added
Inscription Capital, LLC1,578$235.4K0.08%−400−20.2%Reduced
Sebold Capital Management, Inc.1,581$235.9K0.19%+1,581New
Bristlecone Advisors, LLC1,584$236.3K0.03%+106+7.2%Added
Arkadios Wealth Advisors1,588$236.9K0.02%+230+16.9%Added
Great Valley Advisor Group, Inc.1,586$236.9K0.01%−17−1.1%Reduced
Mirador Capital Partners LP1,591$237.4K0.05%−608−27.6%Reduced
Breakwater Capital Group1,541$238.0K0.08%−261−14.5%Reduced
Albert D Mason Inc1,620$242.0K0.18%00.0%Unchanged
Greenfield Savings Bank1,625$242.4K0.15%00.0%Unchanged
Earnest Partners LLC1,634$243.8K0.00%+6+0.4%Added
Merit Financial Group, LLC1,640$244.7K0.01%+79+5.1%Added
Newman Dignan & Sheerar, Inc.1,651$246.3K0.08%00.0%Unchanged
Bryn Mawr Trust Co1,662$247.9K0.01%−250−13.1%Reduced
Buckingham Strategic Wealth, LLC1,664$248.2K0.00%−316−16.0%Reduced
Mark Stevens1,665$248.4K0.03%−75−4.3%Reduced
Hazlett, Burt & Watson, Inc.1,685$249.0K0.19%+10+0.6%Added
Flow Traders U.S. LLC1,668$249.0K0.01%+1,668New
Avestar Capital, LLC1,680$250.6K0.04%−99−5.6%Reduced
Bayesian Capital Management, LP1,692$252.4K0.03%−908−34.9%Reduced
Legacy Bridge, LLC1,702$253.9K0.18%00.0%Unchanged
Kingsview Wealth Management, LLC1,710$255.2K0.01%−94−5.2%Reduced
Northwest Quadrant Wealth Management, LLC1,716$255.9K0.07%−400−18.9%Reduced
Bridgefront Capital, LLC1,726$257.5K0.18%+1,726New
Argent Trust Co1,729$257.9K0.01%+162+10.3%Added
Argonautica Private Wealth Management, Inc1,734$258.6K0.12%+10+0.6%Added
MJP Associates Inc1,742$259.9K0.08%+340+24.3%Added
Paragon Capital Management Ltd1,750$261.1K0.06%00.0%Unchanged
Fox Run Management, L.L.C.1,764$263.2K0.08%+1,764New
Gallacher Capital Management LLC1,788$266.8K0.17%+168+10.4%Added
Stonehage Fleming Financial Services Holdings Ltd1,800$268.5K0.02%−500−21.7%Reduced
Rathbone Brothers plc1,826$270.9K0.00%+1,826New
Atlas Wealth Partners, LLC1,840$272.0K1.56%−50−2.6%Reduced
Toroso Investments, LLC1,826$272.4K0.01%+56+3.2%Added
Ameritas Advisory Services, LLC1,805$273.2K0.01%+1,805New
Diversified Trust Co1,837$274.0K0.01%+1,837New
XTX Topco Ltd1,853$276.4K0.05%+1,853New