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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 1,859 | $277.3K | 0.08% | −95−4.9% | Reduced |
| Jeppson Wealth Management, LLC | 1,875 | $279.7K | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 1,880 | $280.4K | 0.01% | −15−0.8% | Reduced |
| Richwood Investment Advisors, LLC | 1,889 | $281.8K | 0.29% | −41−2.1% | Reduced |
| Financial Advocates Investment Management | 1,893 | $282.4K | 0.02% | −117−5.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,917 | $286.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,918 | $286.1K | 0.00% | +27+1.4% | Added |
| LCNB Corp | 1,926 | $287.3K | 0.13% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,934 | $288.5K | 0.18% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,928 | $289.1K | 0.14% | −292−13.2% | Reduced |
| Capital Investment Advisory Services, LLC | 1,944 | $290.0K | 0.03% | +729+60.0% | Added |
| Schrum Private Wealth Management LLC | 1,946 | $290.3K | 0.33% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,947 | $290.5K | 0.04% | +26+1.4% | Added |
| Concentric Wealth Management, LLC | 1,950 | $290.9K | 0.10% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,969 | $293.7K | 0.04% | +224+12.8% | Added |
| Headinvest, LLC | 1,997 | $294.0K | 0.06% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,000 | $298.4K | 0.00% | −200−9.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,026 | $302.3K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,030 | $302.9K | 0.05% | −2−0.1% | Reduced |
| Laraway Financial Inc | 2,032 | $303.1K | 0.32% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,033 | $303.3K | 0.07% | +136+7.2% | Added |
| BSW Wealth Partners | 2,038 | $304.0K | 0.07% | +417+25.7% | Added |
| Campbell & CO Investment Adviser LLC | 2,042 | $304.6K | 0.04% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,044 | $304.9K | 0.18% | −145−6.6% | Reduced |
| Sawtooth Solutions, LLC | 2,062 | $307.6K | 0.01% | −218−9.6% | Reduced |
| Bleakley Financial Group, LLC | 2,062 | $307.6K | 0.01% | −218−9.6% | Reduced |
| PDS Planning, Inc | 2,065 | $308.1K | 0.04% | −29−1.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,069 | $308.7K | 0.08% | +2,069 | New |
| KCM Investment Advisors LLC | 2,070 | $308.8K | 0.01% | +189+10.0% | Added |
| Grove Bank & Trust | 2,074 | $309.4K | 0.06% | +7+0.3% | Added |
| Abbot Financial Management, Inc. | 2,075 | $309.5K | 0.21% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,081 | $310.4K | 0.15% | −24−1.1% | Reduced |
| Summit Trail Advisors, LLC | 2,058 | $312.2K | 0.01% | −32−1.5% | Reduced |
| Doliver Advisors, LP | 2,097 | $312.8K | 0.09% | +122+6.2% | Added |
| Dearborn Partners LLC | 2,110 | $314.8K | 0.01% | −373−15.0% | Reduced |
| Fusion Capital, LLC | 2,115 | $315.6K | 0.18% | 00.0% | Unchanged |
| Spinnaker Trust | 2,118 | $316.0K | 0.02% | +2,118 | New |
| Aptus Capital Advisors, LLC | 2,122 | $316.6K | 0.01% | +50+2.4% | Added |
| Aries Wealth Management | 2,064 | $316.6K | 0.12% | +19+0.9% | Added |
| Two Sigma Securities, LLC | 2,131 | $317.9K | 0.01% | −2,357−52.5% | Reduced |
| Cobblestone Capital Advisors LLC | 2,136 | $318.6K | 0.02% | −2,394−52.8% | Reduced |
| Schechter Investment Advisors, LLC | 2,138 | $318.9K | 0.03% | +143+7.2% | Added |
| J.W. Cole Advisors, Inc. | 2,138 | $319.0K | 0.02% | +194+10.0% | Added |
| Arete Wealth Advisors, LLC | 2,151 | $320.8K | 0.06% | +2,151 | New |
| Henshaw Capital LLC | 2,151 | $320.9K | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,157 | $321.8K | 0.02% | +13+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,171 | $323.9K | 0.08% | +524+31.8% | Added |
| RSM US Wealth Management LLC | 2,146 | $324.3K | 0.01% | −174−7.5% | Reduced |
| NTV Asset Management LLC | 2,175 | $324.5K | 0.06% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,188 | $326.4K | 0.01% | +2,188 | New |
| Shelton Capital Management | 2,190 | $326.7K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 2,199 | $328.1K | 0.01% | +274+14.2% | Added |
| Hardman Johnston Global Advisors LLC | 2,200 | $328.2K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,164 | $329.7K | 0.02% | +60+2.9% | Added |
| First National Corp | 2,218 | $330.9K | 0.09% | −168−7.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,230 | $333.0K | 0.33% | +95+4.4% | Added |
| Spire Wealth Management | 2,252 | $336.0K | 0.01% | −3,664−61.9% | Reduced |
| Silvercrest Asset Management Group LLC | 2,278 | $339.8K | 0.00% | 00.0% | Unchanged |
| Advocate Group LLC | 2,292 | $341.9K | 0.08% | −25−1.1% | Reduced |
| Aspiriant, LLC | 2,320 | $346.1K | 0.02% | +348+17.6% | Added |
| SageView Advisory Group, LLC | 2,324 | $346.7K | 0.02% | −49−2.1% | Reduced |
| Quad-Cities Investment Group, LLC | 2,332 | $347.9K | 0.23% | −2−0.1% | Reduced |
| Portside Wealth Group, LLC | 2,353 | $349.0K | 0.07% | −44−1.8% | Reduced |
| Marcum Wealth, LLC | 2,343 | $349.5K | 0.04% | −72−3.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,371 | $353.7K | 0.04% | +139+6.2% | Added |
| Buckingham Strategic Partners | 2,377 | $354.6K | 0.02% | +2,377 | New |
| ProVise Management Group, LLC | 2,389 | $356.4K | 0.03% | −104−4.2% | Reduced |
| Founders Financial Alliance, LLC | 2,403 | $358.5K | 0.16% | −460−16.1% | Reduced |
| Nilsine Partners, LLC | 2,405 | $358.8K | 0.05% | +25+1.1% | Added |
| Forum Financial Management, LP | 2,412 | $359.8K | 0.01% | −53−2.2% | Reduced |
| Qtron Investments LLC | 2,418 | $360.7K | 0.07% | −812−25.1% | Reduced |
| Sunbelt Securities, Inc. | 2,435 | $363.3K | 0.05% | +33+1.4% | Added |
| Catalyst Financial Partners LLC | 2,458 | $366.7K | 0.12% | −149−5.7% | Reduced |
| Balentine LLC | 2,478 | $369.7K | 0.01% | −1,525−38.1% | Reduced |
| Moneta Group Investment Advisors LLC | 2,480 | $370.0K | 0.01% | −25−1.0% | Reduced |
| Financial Counselors Inc | 2,481 | $370.1K | 0.01% | −95−3.7% | Reduced |
| Wedbush Securities Inc | 2,495 | $372.0K | 0.02% | −322−11.4% | Reduced |
| Private Trust Co NA | 2,495 | $372.2K | 0.05% | +82+3.4% | Added |
| Inlet Private Wealth, LLC | 2,508 | $374.1K | 0.12% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,511 | $374.6K | 0.19% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,517 | $375.5K | 0.00% | −204−7.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,529 | $377.0K | 0.18% | −1,732−40.6% | Reduced |
| Clarius Group, LLC | 2,528 | $377.1K | 0.04% | −758−23.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,550 | $380.4K | 0.43% | −200−7.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,552 | $380.7K | 0.01% | −303−10.6% | Reduced |
| Zuckerman Investment Group, LLC | 2,555 | $381.2K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,559 | $381.8K | 0.03% | +66+2.6% | Added |
| Clearstead Advisors, LLC | 2,569 | $383.3K | 0.02% | +895+53.5% | Added |
| Becker Capital Management Inc | 2,550 | $386.5K | 0.02% | −20−0.8% | Reduced |
| CWM, LLC | 2,600 | $388.0K | 0.00% | −447−14.7% | Reduced |
| Strategic Global Advisors, LLC | 2,609 | $389.2K | 0.06% | −184−6.6% | Reduced |
| Syon Capital LLC | 2,612 | $389.7K | 0.05% | +2,612 | New |
| Essex Savings Bank | 2,613 | $389.8K | 0.13% | −20−0.8% | Reduced |
| Mission Wealth Management, LP | 2,652 | $395.6K | 0.01% | +18+0.7% | Added |
| Dorchester Wealth Management Co | 2,665 | $397.6K | 0.08% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,666 | $397.7K | 0.03% | −35−1.3% | Reduced |
| Icon Wealth Partners, LLC | 2,667 | $397.9K | 0.05% | −592−18.2% | Reduced |
| McDonald Partners LLC | 2,715 | $405.0K | 0.13% | −50−1.8% | Reduced |
| Flputnam Investment Management Co | 2,724 | $406.4K | 0.01% | −173−6.0% | Reduced |
| Vident Advisory, LLC | 2,726 | $406.7K | 0.01% | +2,726 | New |