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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
Covenant Partners, LLC0$00.00%−1,433−100.0%Sold out
Ropes Wealth Advisors LLC0$00.00%−1,396−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−1,396−100.0%Sold out
Warther Private Wealth, LLC0$00.00%−1,372−100.0%Sold out
FirstPurpose Wealth LLC0$00.00%−1,346−100.0%Sold out
CIBC Asset Management Inc0$00.00%−1,337−100.0%Sold out
Walter & Keenan Financial Consulting Co0$00.00%−1,332−100.0%Sold out
Centennial Wealth Advisory LLC0$00.00%−1,323−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−1,312−100.0%Sold out
InTrack Investment Management Inc0$00.00%−1,309−100.0%Sold out
Blue Barn Wealth, LLC0$00.00%−1,305−100.0%Sold out
Professional Advisory Services Inc0$00.00%−1,300−100.0%Sold out
Harvey Investment Co LLC0$00.00%−1,304−100.0%Sold out
Texas Capital Bancshares Inc0$00.00%−1,302−100.0%Sold out
Parthenon LLC0$00.00%−1,300−100.0%Sold out
Hofer & Associates. Inc0$00.00%−1,298−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,296−100.0%Sold out
Burt Wealth Advisors0$00.00%−1,296−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−1,258−100.0%Sold out
Charter Trust Co0$00.00%−1,255−100.0%Sold out
Hemenway Trust Co LLC0$00.00%−1,252−100.0%Sold out
Birch Hill Investment Advisors LLC0$00.00%−1,250−100.0%Sold out
Stiles Financial Services Inc0$00.00%−1,238−100.0%Sold out
Moseley Investment Management Inc0$00.00%−1,238−100.0%Sold out
Clifford Swan Investment Counsel LLC0$00.00%−1,224−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−1,223−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−1,222−100.0%Sold out
Linscomb & Williams, Inc.0$00.00%−1,217−100.0%Sold out
Leavell Investment Management, Inc.0$00.00%−1,217−100.0%Sold out
Principle Wealth Partners LLC0$00.00%−1,210−100.0%Sold out
CVA Family Office, LLC0$00.00%−1,206−100.0%Sold out
Lowe Brockenbrough & Co Inc0$00.00%−1,199−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−1,198−100.0%Sold out
Sonora Investment Management Group, LLC0$00.00%−1,198−100.0%Sold out
Curi Capital0$00.00%−1,197−100.0%Sold out
Empower Advisory Group, LLC0$00.00%−1,197−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−1,195−100.0%Sold out
Eagle Ridge Investment Management0$00.00%−1,193−100.0%Sold out
Consolidated Portfolio Review Corp0$00.00%−1,178−100.0%Sold out
Excalibur Management Corp0$00.00%−1,169−100.0%Sold out
Raab & Moskowitz Asset Management LLC0$00.00%−1,167−100.0%Sold out
MMBG Investment Advisors Co.0$00.00%−1,194−100.0%Sold out
Foster Victor Wealth Advisors, LLC0$00.00%−1,162−100.0%Sold out
Delta Financial Group, Inc.0$00.00%−1,155−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−742−100.0%Sold out
MRP Capital Investments, LLC0$00.00%−388−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−255−100.0%Sold out
O'Dell Group, LLC0$00.00%−244−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−181−100.0%Sold out
Arlington Partners LLC0$00.00%−118−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−111−100.0%Sold out
Bollard Group LLC0$00.00%−80−100.0%Sold out
First Community Trust NA0$00.00%−70−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−65−100.0%Sold out
Worth Asset Management, LLC0$00.00%−59−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−15−100.0%Sold out
Safeguard Financial, LLC0$00.00%−17−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−8−100.0%Sold out
PFS Investments Inc.––––Not filed
Campbell Capital Management Inc––––Not filed
Thomas White International Ltd––––Not filed
Tiaa, FSB––––Not filed
Financial Architects, Inc––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
Heron Financial Group, LLC––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
Endurance Wealth Management, Inc.––––Not filed
BDO Wealth Advisors, LLC––––Not filed
Northwest Bank & Trust Co––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Vigilant Capital Management, LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed
Cowen Prime Advisors LLC––––Not filed