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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 2,749 | $410.0K | 0.02% | −61−2.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,758 | $411.4K | 0.07% | −33−1.2% | Reduced |
| Henry James International Management, Inc. | 2,785 | $415.5K | 0.18% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,796 | $417.1K | 0.02% | +711+34.1% | Added |
| Fca Corp | 2,800 | $417.7K | 0.16% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,838 | $423.4K | 0.04% | +228+8.7% | Added |
| EP Wealth Advisors, LLC | 2,844 | $424.3K | 0.01% | −8,467−74.9% | Reduced |
| InterOcean Capital Group, LLC | 2,853 | $425.6K | 0.01% | −803−22.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,911 | $434.3K | 0.06% | −50−1.7% | Reduced |
| Imprint Wealth LLC | 2,885 | $437.6K | 0.37% | 00.0% | Unchanged |
| Intrust Bank NA | 2,958 | $441.3K | 0.06% | −513−14.8% | Reduced |
| O'Brien Greene & Co. Inc | 2,970 | $443.1K | 0.16% | +70+2.4% | Added |
| Integrated Advisors Network LLC | 3,000 | $447.5K | 0.03% | +52+1.8% | Added |
| Alhambra Investment Partners LLC | 3,015 | $449.8K | 0.30% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,967 | $450.1K | 0.03% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $454.8K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,057 | $456.0K | 0.04% | −526−14.7% | Reduced |
| Profund Advisors LLC | 3,084 | $460.1K | 0.03% | −182−5.6% | Reduced |
| Bard Financial Services, Inc. | 3,200 | $477.4K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,214 | $479.3K | 0.01% | +83+2.7% | Added |
| Atlas Capital Advisors LLC | 3,230 | $481.9K | 0.08% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,232 | $482.1K | 0.01% | +439+15.7% | Added |
| Summitry LLC | 3,240 | $483.3K | 0.03% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,250 | $484.8K | 0.07% | −293−8.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,257 | $485.9K | 0.21% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 3,269 | $487.7K | 0.07% | −1,757−35.0% | Reduced |
| Crawford Investment Counsel Inc | 3,283 | $489.8K | 0.01% | +11+0.3% | Added |
| Advisors Asset Management, Inc. | 3,306 | $493.2K | 0.01% | +534+19.3% | Added |
| Welch Group, LLC | 3,318 | $495.0K | 0.03% | −1,082−24.6% | Reduced |
| Cohen Investment Advisors LLC | 3,328 | $496.5K | 0.40% | −137−4.0% | Reduced |
| Axxcess Wealth Management, LLC | 3,336 | $497.7K | 0.02% | +367+12.4% | Added |
| Fragasso Group Inc. | 3,346 | $499.2K | 0.05% | −306−8.4% | Reduced |
| Rehmann Capital Advisory Group | 3,359 | $501.2K | 0.05% | −117−3.4% | Reduced |
| Quantinno Capital Management LP | 3,365 | $502.0K | 0.02% | −1,904−36.1% | Reduced |
| Fiduciary Group LLC | 3,380 | $504.2K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,387 | $505.3K | 0.10% | −32−0.9% | Reduced |
| Americana Partners, LLC | 3,421 | $510.3K | 0.06% | +473+16.0% | Added |
| First Nebraska Trust Co | 3,443 | $513.6K | 0.06% | +2+0.1% | Added |
| Quadrant Capital Group LLC | 3,460 | $516.5K | 0.05% | −1,078−23.8% | Reduced |
| Winning Points Advisors, LLC | 3,457 | $517.8K | 0.92% | −624−15.3% | Reduced |
| HBK Sorce Advisory LLC | 3,496 | $521.6K | 0.02% | −159−4.4% | Reduced |
| Wrapmanager Inc | 3,525 | $525.9K | 0.17% | −222−5.9% | Reduced |
| L.M. Kohn & Company | 3,533 | $527.0K | 0.19% | +50+1.4% | Added |
| GTS Securities LLC | 3,556 | $530.5K | 0.01% | +3,556 | New |
| Mutual Advisors, LLC | 3,621 | $540.2K | 0.02% | −93−2.5% | Reduced |
| Nuveen Asset Management, LLC | 3,626 | $540.9K | 0.00% | 00.0% | Unchanged |
| DFPG Investments, LLC | 3,401 | $544.0K | 0.05% | −1,930−36.2% | Reduced |
| Texas Yale Capital Corp. | 3,650 | $544.5K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,688 | $550.2K | 0.00% | +169+4.8% | Added |
| Affiance Financial, LLC | 3,702 | $552.4K | 0.28% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 3,715 | $554.3K | 0.31% | +400+12.1% | Added |
| Evergreen Capital Management LLC | 3,644 | $555.6K | 0.02% | −1,368−27.3% | Reduced |
| Ancora Advisors, LLC | 3,761 | $561.1K | 0.02% | +30+0.8% | Added |
| Sequoia Financial Advisors, LLC | 3,762 | $562.6K | 0.01% | −1,179−23.9% | Reduced |
| Glenview Trust Co | 3,784 | $564.5K | 0.02% | +31+0.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,812 | $568.6K | 0.02% | −60−1.5% | Reduced |
| Coastal Investment Advisors, Inc. | 3,289 | $570.5K | 0.13% | −1,128−25.5% | Reduced |
| Stableford Capital II LLC | 3,738 | $571.0K | 0.26% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 3,840 | $572.9K | 0.45% | +37+1.0% | Added |
| Barden Capital Management, Inc. | 3,848 | $573.6K | 0.56% | +126+3.4% | Added |
| Veriti Management LLC | 3,870 | $577.3K | 0.07% | −478−11.0% | Reduced |
| Moreno Evelyn V | 3,880 | $578.8K | 0.13% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,816 | $581.1K | 0.43% | −893−19.0% | Reduced |
| Boston Private Wealth LLC | 3,918 | $584.5K | 0.01% | −895−18.6% | Reduced |
| Wimmer Associates 1, LLC | 3,920 | $584.8K | 0.36% | +100+2.6% | Added |
| Addison Capital Co | 3,929 | $586.0K | 0.46% | −20−0.5% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,925 | $586.0K | 0.25% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,943 | $588.2K | 0.01% | +151+4.0% | Added |
| CAPROCK Group, Inc. | 3,888 | $589.2K | 0.04% | +63+1.6% | Added |
| Parallel Advisors, LLC | 3,963 | $591.2K | 0.02% | −12−0.3% | Reduced |
| Caldwell Trust Co | 3,979 | $593.6K | 0.08% | −179−4.3% | Reduced |
| Insigneo Advisory Services, LLC | 3,928 | $595.5K | 0.12% | +224+6.0% | Added |
| First National Trust Co | 4,018 | $599.4K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,037 | $602.3K | 0.00% | −766−15.9% | Reduced |
| Sigma Planning Corp | 4,042 | $603.1K | 0.02% | −569−12.3% | Reduced |
| Highlander Capital Management, LLC | 4,050 | $604.0K | 0.24% | +300+8.0% | Added |
| Essex Financial Services, Inc. | 4,114 | $613.7K | 0.07% | −75−1.8% | Reduced |
| Main Street Financial Solutions, LLC | 4,127 | $615.6K | 0.09% | −343−7.7% | Reduced |
| Probity Advisors, Inc. | 4,140 | $617.6K | 0.14% | −375−8.3% | Reduced |
| Cetera Advisors LLC | 4,141 | $617.7K | 0.01% | +163+4.1% | Added |
| Apollon Wealth Management, LLC | 4,155 | $619.9K | 0.03% | −798−16.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,171 | $622.2K | 0.22% | 00.0% | Unchanged |
| Arden Trust Co | 4,191 | $625.2K | 0.10% | −6,804−61.9% | Reduced |
| Grimes & Company, Inc. | 4,204 | $627.1K | 0.02% | +7+0.2% | Added |
| Pictet North America Advisors SA | 4,209 | $627.9K | 0.09% | −171−3.9% | Reduced |
| Engineers Gate Manager LP | 4,218 | $629.2K | 0.02% | −973−18.7% | Reduced |
| Canvas Wealth Advisors, LLC | 4,144 | $629.8K | 0.26% | +1,726+71.4% | Added |
| Columbia Asset Management | 4,223 | $630.0K | 0.14% | −800−15.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,166 | $630.9K | 0.04% | +230+5.8% | Added |
| Farmers & Merchants Investments Inc | 4,242 | $632.8K | 0.02% | −895−17.4% | Reduced |
| King Luther Capital Management Corp | 4,271 | $637.1K | 0.00% | −47−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,280 | $638.5K | 0.01% | −45−1.0% | Reduced |
| Cullinan Associates Inc | 4,300 | $641.5K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,324 | $645.1K | 0.10% | +16+0.4% | Added |
| Cypress Capital Group | 4,374 | $652.5K | 0.09% | +40+0.9% | Added |
| Ellevest, Inc. | 4,378 | $653.1K | 0.05% | +2,107+92.8% | Added |
| Squarepoint Ops LLC | 4,413 | $658.3K | 0.00% | −5,351−54.8% | Reduced |
| Comerica Securities,inc. | 4,360 | $661.4K | 0.05% | −285−6.1% | Reduced |
| Pitti Group Wealth Management, LLC | 4,444 | $662.9K | 0.76% | +540+13.8% | Added |
| Blue Square Asset Management, LLC | 4,453 | $664.3K | 0.49% | −438−9.0% | Reduced |