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 |
|---|---|---|---|---|---|
| Ninety One UK Ltd | 60 | $8.95K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $8.95K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 60 | $8.95K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 57 | $8.50K | 0.00% | +18+46.2% | Added |
| VisionPoint Advisory Group, LLC | 56 | $8.36K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $8.35K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 53 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 53 | $7.91K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $7.46K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 48 | $7.16K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 48 | $7.16K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 47 | $7.01K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 47 | $7.01K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 50 | $7.00K | 0.00% | −19−27.5% | Reduced |
| Macquarie Group Ltd | 49 | $7.00K | 0.00% | +3+6.5% | Added |
| JNBA Financial Advisors | 46 | $6.86K | 0.00% | +18+64.3% | Added |
| Flaharty Asset Management, LLC | 41 | $6.14K | 0.00% | +41 | New |
| West Financial Advisors, LLC | 41 | $6.12K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 40 | $5.97K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 37 | $5.52K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $5.37K | 0.00% | +36 | New |
| Bourgeon Capital Management LLC | 35 | $5.22K | 0.00% | +10+40.0% | Added |
| Castleview Partners, LLC | 35 | $5.22K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 32 | $5.00K | 0.00% | −38−54.3% | Reduced |
| Cornerstone Planning Group LLC | 33 | $4.92K | 0.00% | −46−58.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 31 | $4.63K | 0.00% | +31 | New |
| Key Financial Inc | 30 | $4.47K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 29 | $4.30K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 27 | $4.18K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 24 | $3.63K | 0.00% | +24 | New |
| Caldwell Sutter Capital, Inc. | 21 | $3.13K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 19 | $2.83K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $2.79K | 0.00% | −391−96.1% | Reduced |
| Copeland Capital Management, LLC | 18 | $2.69K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $2.39K | 0.00% | −24−60.0% | Reduced |
| NewSquare Capital LLC | 16 | $2.39K | 0.00% | −12−42.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 15 | $2.24K | 0.00% | +15 | New |
| DecisionPoint Financial, LLC | 14 | $2.09K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $2.09K | 0.00% | +14 | New |
| Buck Wealth Strategies, LLC | 14 | $2.07K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $1.79K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $1.64K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 11 | $1.64K | 0.00% | +11 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.52K | 0.00% | +10 | New |
| TD Capital Management LLC | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $1.49K | 0.00% | +10 | New |
| Stephens Consulting, LLC | 9 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 8 | $1.19K | 0.00% | +8 | New |
| Investors Research Corp | 7 | $1.04K | 0.00% | +7 | New |
| Asset Dedication, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5 | $746 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 117,105 | – | – | +112,008+2,197.5% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −158,738−100.0% | Sold out |
| America First Investment Advisors, LLC | 0 | $0 | 0.00% | −95,022−100.0% | Sold out |
| WS Portfolio Advisory, LLC | 0 | $0 | 0.00% | −57,555−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −44,362−100.0% | Sold out |
| Eastover Investment Advisors LLC | 0 | $0 | 0.00% | −31,364−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −29,074−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −26,691−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −15,467−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −9,995−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −8,658−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −8,286−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −7,710−100.0% | Sold out |
| Ervin Investment Management, LLC | 0 | $0 | 0.00% | −7,441−100.0% | Sold out |
| Sterling Investment Management, Inc. | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −5,765−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −5,670−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,748−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,356−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,223−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| AFS Financial Group, LLC | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −2,052−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −1,918−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,795−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −1,615−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |