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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
Wilbanks Smith & Thomas Asset Management LLC3,812$568.6K0.02%−60−1.5%Reduced
Glenview Trust Co3,784$564.5K0.02%+31+0.8%Added
Sequoia Financial Advisors, LLC3,762$562.6K0.01%−1,179−23.9%Reduced
Ancora Advisors, LLC3,761$561.1K0.02%+30+0.8%Added
Evergreen Capital Management LLC3,644$555.6K0.02%−1,368−27.3%Reduced
Kathleen S. Wright Associates Inc.3,715$554.3K0.31%+400+12.1%Added
Affiance Financial, LLC3,702$552.4K0.28%00.0%Unchanged
Deutsche Bank AG3,688$550.2K0.00%+169+4.8%Added
Texas Yale Capital Corp.3,650$544.5K0.02%00.0%Unchanged
DFPG Investments, LLC3,401$544.0K0.05%−1,930−36.2%Reduced
Nuveen Asset Management, LLC3,626$540.9K0.00%00.0%Unchanged
Mutual Advisors, LLC3,621$540.2K0.02%−93−2.5%Reduced
GTS Securities LLC3,556$530.5K0.01%+3,556New
L.M. Kohn & Company3,533$527.0K0.19%+50+1.4%Added
Wrapmanager Inc3,525$525.9K0.17%−222−5.9%Reduced
HBK Sorce Advisory LLC3,496$521.6K0.02%−159−4.4%Reduced
Winning Points Advisors, LLC3,457$517.8K0.92%−624−15.3%Reduced
Quadrant Capital Group LLC3,460$516.5K0.05%−1,078−23.8%Reduced
First Nebraska Trust Co3,443$513.6K0.06%+2+0.1%Added
Americana Partners, LLC3,421$510.3K0.06%+473+16.0%Added
9258 Wealth Management, LLC3,387$505.3K0.10%−32−0.9%Reduced
Fiduciary Group LLC3,380$504.2K0.06%00.0%Unchanged
Quantinno Capital Management LP3,365$502.0K0.02%−1,904−36.1%Reduced
Rehmann Capital Advisory Group3,359$501.2K0.05%−117−3.4%Reduced
Fragasso Group Inc.3,346$499.2K0.05%−306−8.4%Reduced
Axxcess Wealth Management, LLC3,336$497.7K0.02%+367+12.4%Added
Cohen Investment Advisors LLC3,328$496.5K0.40%−137−4.0%Reduced
Welch Group, LLC3,318$495.0K0.03%−1,082−24.6%Reduced
Advisors Asset Management, Inc.3,306$493.2K0.01%+534+19.3%Added
Crawford Investment Counsel Inc3,283$489.8K0.01%+11+0.3%Added
McKinley Capital Management LLC /Delaware3,269$487.7K0.07%−1,757−35.0%Reduced
Murphy Pohlad Asset Management LLC3,257$485.9K0.21%00.0%Unchanged
Cable Hill Partners, LLC3,250$484.8K0.07%−293−8.3%Reduced
Summitry LLC3,240$483.3K0.03%00.0%Unchanged
Valmark Advisers, Inc.3,232$482.1K0.01%+439+15.7%Added
Atlas Capital Advisors LLC3,230$481.9K0.08%00.0%Unchanged
Ieq Capital, LLC3,214$479.3K0.01%+83+2.7%Added
Bard Financial Services, Inc.3,200$477.4K0.06%00.0%Unchanged
Profund Advisors LLC3,084$460.1K0.03%−182−5.6%Reduced
Checchi Capital Advisers, LLC3,057$456.0K0.04%−526−14.7%Reduced
Woodley Farra Manion Portfolio Management Inc3,000$454.8K0.03%00.0%Unchanged
Howland Capital Management LLC2,967$450.1K0.03%00.0%Unchanged
Alhambra Investment Partners LLC3,015$449.8K0.30%00.0%Unchanged
Integrated Advisors Network LLC3,000$447.5K0.03%+52+1.8%Added
O'Brien Greene & Co. Inc2,970$443.1K0.16%+70+2.4%Added
Intrust Bank NA2,958$441.3K0.06%−513−14.8%Reduced
Imprint Wealth LLC2,885$437.6K0.37%00.0%Unchanged
SeaCrest Wealth Management, LLC2,911$434.3K0.06%−50−1.7%Reduced
InterOcean Capital Group, LLC2,853$425.6K0.01%−803−22.0%Reduced
EP Wealth Advisors, LLC2,844$424.3K0.01%−8,467−74.9%Reduced
Beaumont Financial Advisors, LLC2,838$423.4K0.04%+228+8.7%Added
Fca Corp2,800$417.7K0.16%00.0%Unchanged
Dana Investment Advisors, Inc.2,796$417.1K0.02%+711+34.1%Added
Henry James International Management, Inc.2,785$415.5K0.18%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,758$411.4K0.07%−33−1.2%Reduced
Dynamic Advisor Solutions LLC2,749$410.0K0.02%−61−2.2%Reduced
Vident Advisory, LLC2,726$406.7K0.01%+2,726New
Flputnam Investment Management Co2,724$406.4K0.01%−173−6.0%Reduced
McDonald Partners LLC2,715$405.0K0.13%−50−1.8%Reduced
Icon Wealth Partners, LLC2,667$397.9K0.05%−592−18.2%Reduced
BancorpSouth Bank2,666$397.7K0.03%−35−1.3%Reduced
Dorchester Wealth Management Co2,665$397.6K0.08%00.0%Unchanged
Mission Wealth Management, LP2,652$395.6K0.01%+18+0.7%Added
Essex Savings Bank2,613$389.8K0.13%−20−0.8%Reduced
Syon Capital LLC2,612$389.7K0.05%+2,612New
Strategic Global Advisors, LLC2,609$389.2K0.06%−184−6.6%Reduced
CWM, LLC2,600$388.0K0.00%−447−14.7%Reduced
Becker Capital Management Inc2,550$386.5K0.02%−20−0.8%Reduced
Clearstead Advisors, LLC2,569$383.3K0.02%+895+53.5%Added
Western Wealth Management, LLC2,559$381.8K0.03%+66+2.6%Added
Zuckerman Investment Group, LLC2,555$381.2K0.05%00.0%Unchanged
Prime Capital Investment Advisors, LLC2,552$380.7K0.01%−303−10.6%Reduced
Alan B. Lancz & Associates, Inc.2,550$380.4K0.43%−200−7.3%Reduced
Clarius Group, LLC2,528$377.1K0.04%−758−23.1%Reduced
Lester Murray Antman dba SimplyRich2,529$377.0K0.18%−1,732−40.6%Reduced
Alliancebernstein L.P.2,517$375.5K0.00%−204−7.5%Reduced
Forza Wealth Management, LLC2,511$374.6K0.19%00.0%Unchanged
Inlet Private Wealth, LLC2,508$374.1K0.12%00.0%Unchanged
Private Trust Co NA2,495$372.2K0.05%+82+3.4%Added
Wedbush Securities Inc2,495$372.0K0.02%−322−11.4%Reduced
Financial Counselors Inc2,481$370.1K0.01%−95−3.7%Reduced
Moneta Group Investment Advisors LLC2,480$370.0K0.01%−25−1.0%Reduced
Balentine LLC2,478$369.7K0.01%−1,525−38.1%Reduced
Catalyst Financial Partners LLC2,458$366.7K0.12%−149−5.7%Reduced
Sunbelt Securities, Inc.2,435$363.3K0.05%+33+1.4%Added
Qtron Investments LLC2,418$360.7K0.07%−812−25.1%Reduced
Forum Financial Management, LP2,412$359.8K0.01%−53−2.2%Reduced
Nilsine Partners, LLC2,405$358.8K0.05%+25+1.1%Added
Founders Financial Alliance, LLC2,403$358.5K0.16%−460−16.1%Reduced
ProVise Management Group, LLC2,389$356.4K0.03%−104−4.2%Reduced
Buckingham Strategic Partners2,377$354.6K0.02%+2,377New
Mount Yale Investment Advisors, LLC2,371$353.7K0.04%+139+6.2%Added
Marcum Wealth, LLC2,343$349.5K0.04%−72−3.0%Reduced
Portside Wealth Group, LLC2,353$349.0K0.07%−44−1.8%Reduced
Quad-Cities Investment Group, LLC2,332$347.9K0.23%−2−0.1%Reduced
SageView Advisory Group, LLC2,324$346.7K0.02%−49−2.1%Reduced
Aspiriant, LLC2,320$346.1K0.02%+348+17.6%Added
Advocate Group LLC2,292$341.9K0.08%−25−1.1%Reduced
Silvercrest Asset Management Group LLC2,278$339.8K0.00%00.0%Unchanged
Spire Wealth Management2,252$336.0K0.01%−3,664−61.9%Reduced