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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

Q4 2023 vs. Q3 2023

How the institutions holding Diageo PLC changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of DEO: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders957151,011+69
Shares55.3M151.3K55.7M+588.0K (+1.1%)
Value$8.20B$22.6M$8.07B−$112.8M (−1.4%)

15 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (149)

Institutions that held Diageo PLC at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 149 by value.

Institutions new to DEO in Q4 2023
InstitutionSharesValue% of portfolio
Voloridge Investment Management, LLC297,170$43.3M0.17%
Saratoga Research & Investment Management289,890$42.2M1.95%
Optiver Holding B.V.234,336$34.1M1.02%
Janney Montgomery Scott LLC163,211$23.8M0.08%
Pathstone Holdings, LLC59,460$8.66M0.05%
Sanibel Captiva Trust Company, Inc.54,820$7.99M0.29%
Lincluden Management Ltd51,240$7.46M0.91%
Moran Wealth Management, LLC35,465$5.17M0.18%
Campbell Capital Management Inc35,005$5.10M2.39%
Miracle Mile Advisors, LLC30,377$4.42M0.12%
Susquehanna International Securities, Ltd.28,179$4.10M2.98%
First Eagle Investment Management, LLC26,080$3.80M0.01%
Managed Asset Portfolios, LLC19,526$2.84M0.43%
Seven Eight Capital, LP19,203$2.80M0.32%
Poehling Capital Management, LLC18,689$2.72M0.86%
HSBC Holdings PLC18,506$2.70M0.00%
Chartwell Investment Partners, LLC17,168$2.50M0.09%
Two Sigma Investments, LP16,876$2.46M0.01%
Marshall Wace, LLP14,740$2.15M0.00%
CIBC Asset Management Inc14,435$2.10M0.01%
Quotient Wealth Partners, LLC13,219$1.93M0.07%
Louisbourg Investments Inc.12,568$1.83M0.55%
Knollwood Investment Advisory, LLC10,137$1.48M0.31%
Sapient Capital LLC9,655$1.41M0.04%
Colony Group, LLC8,398$1.22M0.02%
Rockline Wealth Management, LLC7,840$1.14M0.47%
Optimist Retirement Group LLC7,436$1.08M0.70%
Inspire Trust Co, N.A.7,269$1.06M1.09%
Ervin Investment Management, LLC7,256$1.06M0.81%
SFM, LLC6,687$974.1K0.80%
Fiduciary Management Inc6,638$966.9K0.01%
V-Square Quantitative Management LLC6,638$966.9K0.23%
Autumn Glory Partners, LLC5,966$868.7K0.49%
Cascade Investment Advisors, Inc.5,533$805.9K0.57%
PEAK6 Investments LLC5,417$789.0K0.03%
Lake Street Advisors Group, LLC5,403$787.0K0.04%
Catalyst Capital Advisors LLC5,000$728.3K0.02%
Tevis Investment Management4,983$725.8K0.67%
AlTi Global, Inc.4,840$705.0K0.02%
Simplex Trading, LLC4,618$672.0K0.02%
Raelipskie Partnership4,547$662.3K0.40%
Cedar Brook Financial Partners, LLC4,307$620.0K0.14%
Concurrent Investment Advisors, LLC4,137$602.5K0.03%
LWS Wealth Advisors, Inc.4,097$597.0K0.22%
Three Bridge Wealth Advisors, LLC3,957$576.4K0.20%
Quadcap Wealth Management, LLC3,813$555.4K0.14%
Auxano Advisors, LLC3,644$530.8K0.18%
Coldstream Capital Management Inc3,626$528.2K0.01%
Principal Securities, Inc.3,608$525.6K0.02%
Drive Wealth Management, LLC3,501$510.0K0.16%
Gillespie Robinson & Grimm Inc3,400$495.2K0.04%
Norden Group LLC3,388$493.5K0.09%
Scissortail Wealth Management, LLC3,326$480.6K0.15%
Cullen Investment Group, Ltd.3,253$473.9K0.08%
Mesirow Financial Investment Management, Inc.3,201$466.2K0.02%
HighPoint Advisor Group LLC3,178$463.0K0.03%
PAX Financial Group, LLC2,999$443.0K0.09%
Northwest & Ethical Investments L.P.2,934$427.4K0.01%
Icon Wealth Advisors, LLC2,893$421.4K0.04%
Alliance Wealth Advisors, LLC2,853$415.6K0.14%
Wynn Capital, LLC2,822$411.1K0.34%
Angeles Investment Advisors, LLC2,761$402.2K0.02%
Graham Capital Management, L.P.2,754$401.1K0.01%
Formidable Asset Management, LLC2,590$377.3K0.08%
Catalytic Wealth RIA, LLC2,526$367.9K0.17%
SeaBridge Investment Advisors LLC2,525$367.8K0.11%
3Chopt Investment Partners, LLC2,492$363.0K0.13%
GeoWealth Management, LLC2,386$348.0K0.03%
Tritonpoint Wealth, LLC2,381$346.8K0.03%
Trexquant Investment LP2,278$331.8K0.01%
Lantern Wealth Advisors, LLC2,200$320.5K0.25%
Scientech Research LLC2,078$302.8K0.30%
Beacon Financial Group2,029$295.5K0.04%
GAMMA Investing LLC1,974$284.8K0.08%
Willner & Heller, LLC1,914$278.8K0.31%
Pitcairn Co1,862$271.2K0.02%
Carson Advisory Inc.1,861$271.1K0.21%
Wexford Capital LP1,826$266.0K0.06%
Golden State Equity Partners1,815$264.4K0.06%
FirstPurpose Wealth LLC1,789$260.6K0.10%
Meridian Wealth Management, LLC1,760$256.4K0.02%
Ategra Capital Management, LLC1,748$254.6K0.11%
Old Mission Capital LLC1,743$253.9K0.01%
Old National Bancorp1,691$246.3K0.01%
Hara Capital LLC1,585$230.9K0.16%
Foster Victor Wealth Advisors, LLC1,571$224.7K0.02%
Coerente Capital Management1,510$219.9K0.04%
SG Americas Securities, LLC1,487$217.0K0.00%
Savant Capital, LLC1,470$214.1K0.00%
Avidian Wealth Solutions, LLC1,465$213.4K0.01%
Legacy Capital Group California, Inc.1,465$213.4K0.08%
Philip James Wealth Mangement, LLC1,462$213.0K0.16%
Legacy Financial Advisors, Inc.1,455$211.9K0.04%
LGL Partners, LLC1,434$208.9K0.03%
Transatlantique Private Wealth LLC1,419$206.7K0.10%
Atomi Financial Group, Inc.1,403$204.4K0.03%
Roberts Glore & Co Inc1,399$203.8K0.06%
Birch Hill Investment Advisors LLC1,374$200.1K0.01%
CVA Family Office, LLC1,165$169.7K0.03%
Rockbridge Investment Management, LCC915$133.3K0.02%

Sold out (80)

Institutions that held Diageo PLC at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of DEO in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Westfield Capital Management Co LP495,284$73.9M
Avalon Trust Co120,105$17.9M
D. E. Shaw & Co., Inc.59,224$8.84M
Oak Harvest Investment Services27,923$4.17M
Azimuth Capital Investment Management LLC21,238$3.17M
Ramirez Asset Management, Inc.16,906$2.52M
Twin Tree Management, LP15,603$2.33M
Templeton & Phillips Capital Management, LLC15,010$2.24M
Aigen Investment Management, LP14,359$2.14M
Headlands Technologies LLC9,545$1.42M
Wills Financial Group, Inc.6,863$1.02M
Palisade Capital Management LLC5,428$809.7K
Shorepoint Capital Partners LLC4,475$667.6K
Main Street Financial Solutions, LLC4,127$615.6K
Wolverine Trading, LLC3,943$588.2K
GTS Securities LLC3,556$530.5K
McKinley Capital Management LLC /Delaware3,269$487.7K
Cable Hill Partners, LLC3,250$484.8K
Syon Capital LLC2,612$389.7K
Zuckerman Investment Group, LLC2,555$381.2K
Forza Wealth Management, LLC2,511$374.6K
Nilsine Partners, LLC2,405$358.8K
Buckingham Strategic Partners2,377$354.6K
Jefferies Financial Group Inc.2,188$326.4K
Fusion Capital, LLC2,115$315.6K
Mayflower Financial Advisors, LLC2,030$302.9K
XTX Topco Ltd1,853$276.4K
Diversified Trust Co1,837$274.0K
Toroso Investments, LLC1,826$272.4K
Stonehage Fleming Financial Services Holdings Ltd1,800$268.5K
Fox Run Management, L.L.C.1,764$263.2K
Northwest Quadrant Wealth Management, LLC1,716$255.9K
Flow Traders U.S. LLC1,668$249.0K
Breakwater Capital Group1,541$238.0K
Mirador Capital Partners LP1,591$237.4K
Arkadios Wealth Advisors1,588$236.9K
Sebold Capital Management, Inc.1,581$235.9K
Stratos Wealth Advisors, LLC1,575$235.1K
Pallas Capital Advisors LLC1,516$230.8K
Choate Investment Advisors1,533$228.7K
Koshinski Asset Management, Inc.1,523$227.2K
Argyle Capital Management Inc.1,500$223.8K
Capital Wealth Planning, LLC1,500$223.8K
Penserra Capital Management LLC1,500$223.0K
Wealthsource Partners, LLC1,479$220.6K
Quadrant Private Wealth Management, LLC1,440$217.9K
IHT Wealth Management, LLC1,458$217.6K
Wade G W & Inc1,444$215.0K
Walleye Capital LLC1,399$208.7K
PDT Partners, LLC1,391$207.5K
Sanders Morris Harris LLC1,385$206.6K
Optas, LLC1,367$203.9K
Nwam LLC1,365$203.7K
Goelzer Investment Management, Inc.1,350$201.4K
Chemistry Wealth Management LLC1,344$200.5K
Baker Avenue Asset Management, LP1,194$178.1K
Legacy Financial Group LLC1,114$166.2K
Point72 Asset Management, L.P.800$119.3K
Certified Advisory Corp14,762$68.6K
Knuff & Co LLC413$61.6K
AdvisorShares Investments LLC395$58.9K
Vestor Capital, LLC350$52.0K
Carmel Capital Partners, LLC329$49.1K
WR Wealth Planners, LLC300$44.8K
Front Row Advisors LLC271$41.4K
RVW Wealth, LLC106$15.8K
Crewe Advisors LLC75$11.2K
Intrepid Capital Management Inc60$8.95K
Concord Wealth Partners60$8.95K
JNBA Financial Advisors46$6.86K
Flaharty Asset Management, LLC41$6.14K
Truvestments Capital LLC40$5.97K
Clean Yield Group27$4.18K
Perkins Coie Trust Co14$2.09K
Buck Wealth Strategies, LLC14$2.07K
LGT Financial Advisors LLC11$1.64K
Householder Group Estate & Retirement Specialist, LLC10$1.49K
Hibernia Wealth Partners, LLC8$1.19K
Asset Dedication, LLC6$1.00K
Register Financial Advisors LLC5$746

Not filed for Q4 2023 yet (15)

Institutions that held Diageo PLC at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DEO in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.71,875$10.7M
Polaris Wealth Advisory Group, LLC18,716$2.79M
Colony Group LLC12,823$1.91M
Pathstone Family Office, LLC11,485$1.73M
Advisor Partners II, LLC10,382$1.55M
Quantamental Technologies LLC5,422$808.9K
Tiedemann Advisors, LLC5,141$779.8K
KCS Wealth Advisory4,913$732.9K
Comerica Securities,inc.4,360$661.4K
Icon Wealth Partners, LLC2,667$397.9K
Mark Stevens1,665$248.4K
Bryn Mawr Trust Co1,662$247.9K
Column Capital Advisors, LLC131$19.5K
Johnson Midwest Financial, LLC19$2.83K
Sutton Wealth Advisors Inc.16$2.39K