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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, Q4 2023

Institutional positions in Diageo PLC as of Dec 31, 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
1,011
+69 vs. Q3 2023
Shares held
55.7M
+588.0K (+1.1%) vs. Q3 2023
Total value
$8.07B
−$112.8M (−1.4%) vs. Q3 2023
New holders
149
304 more added
Sold out
80
406 more reduced

15 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,011 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 heldQ4 2023: $8.07B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2023.

Institutions holding DEO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Delta Asset Management LLC3$4370.00%−44−93.6%Reduced
DHJJ Financial Advisors, Ltd.5$7290.00%−10−66.7%Reduced
NewSquare Capital LLC6$8740.00%−10−62.5%Reduced
Avion Wealth8$1.00K0.00%00.0%Unchanged
Investors Research Corp7$1.02K0.00%00.0%Unchanged
ClariVest Asset Management LLC8$1.16K0.00%+8New
POM Investment Strategies, LLC8$1.17K0.00%+8New
Stephens Consulting, LLC9$1.31K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC10$1.46K0.00%00.0%Unchanged
TD Capital Management LLC10$1.46K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$1.46K0.00%00.0%Unchanged
Toth Financial Advisory Corp10$1.46K0.00%+10New
Carmichael Hill & Associates, Inc.12$1.75K0.00%00.0%Unchanged
Retirement Group, LLC12$1.75K0.00%+12New
LM Advisors LLC14$2.04K0.00%+14New
DecisionPoint Financial, LLC14$2.04K0.00%00.0%Unchanged
Wiser Advisor Group LLC15$2.20K0.00%+15New
Fairman Group, LLC16$2.33K0.00%+16New
Eukles Asset Management20$2.91K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$2.91K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC20$2.91K0.00%+20New
Caldwell Sutter Capital, Inc.21$3.06K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC21$3.06K0.00%+21New
Aspire Private Capital, LLC22$3.20K0.00%−50−69.4%Reduced
Copeland Capital Management, LLC22$3.21K0.00%+4+22.2%Added
Beacon Capital Management, LLC22$3.28K0.00%−163−88.1%Reduced
Main Street Group, LTD23$3.38K0.00%+23New
Team Financial Group, LLC24$3.49K0.00%00.0%Unchanged
Laffer Tengler Investments24$3.50K0.00%+24New
Northwest Financial Advisors24$3.50K0.00%+24New
Slocum, Gordon & Co LLP25$3.64K0.00%−75−75.0%Reduced
Bourgeon Capital Management LLC25$3.64K0.00%−10−28.6%Reduced
Tidemark, LLC25$3.64K0.00%+25New
Halpern Financial, Inc.27$3.86K0.00%+27New
HHM Wealth Advisors, LLC27$3.93K0.00%−95−77.9%Reduced
TSFG, LLC30$4.00K0.00%00.0%Unchanged
FSA Wealth Management LLC30$4.00K0.00%+30New
Westside Investment Management, Inc.28$4.08K0.00%−20−41.7%Reduced
Ameritas Investment Partners, Inc.29$4.26K0.00%00.0%Unchanged
Key Financial Inc30$4.37K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC35$5.10K0.00%−34−49.3%Reduced
Castleview Partners, LLC35$5.10K0.00%00.0%Unchanged
Manchester Capital Management LLC36$5.24K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.37$5.39K0.00%00.0%Unchanged
Godsey & Gibb Associates39$5.68K0.00%−18−31.6%Reduced
Global Wealth Strategies & Associates39$5.72K0.00%−17−30.4%Reduced
West Financial Advisors, LLC41$5.97K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.43$6.00K0.00%+43New
EdgeRock Capital LLC42$6.26K0.00%+42New
Rakuten Securities, Inc.44$6.41K0.01%+44New
Vima LLC45$6.55K0.02%+45New
RFP Financial Group LLC46$6.70K0.00%−81−63.8%Reduced
Pflug Koory, LLC47$6.85K0.00%00.0%Unchanged
Park Place Capital Corp48$6.99K0.00%−261−84.5%Reduced
Mascoma Wealth Management LLC48$6.99K0.00%00.0%Unchanged
NBT Bank N A48$6.99K0.00%+48New
Gold Investment Management Ltd.48$6.99K0.00%+48New
Macquarie Group Ltd49$7.00K0.00%00.0%Unchanged
West Paces Advisors Inc.50$7.28K0.00%00.0%Unchanged
Tyler-Stone Wealth Management50$7.28K0.00%00.0%Unchanged
Providence Capital Advisors, LLC52$7.57K0.00%+52New
Oliver Lagore Vanvalin Investment Group53$7.72K0.00%00.0%Unchanged
GW&K Investment Management, LLC53$8.00K0.00%00.0%Unchanged
Arlington Trust Co LLC56$8.16K0.00%+56New
Cornerstone Planning Group LLC57$8.30K0.00%+24+72.7%Added
WealthCollab, LLC59$8.60K0.01%+59New
IAG Wealth Partners, LLC60$8.74K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO61$8.88K0.00%−90−59.6%Reduced
Optimum Investment Advisors61$8.88K0.00%−25−29.1%Reduced
Farmers & Merchants Trust Co of Chambersburg PA65$9.00K0.00%00.0%Unchanged
Close Asset Management Ltd65$9.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.61$9.00K0.00%+2+3.4%Added
CGC Financial Services, LLC65$9.47K0.00%+65New
Tanglewood Legacy Advisors, LLC65$9.51K0.01%00.0%Unchanged
Northwest Bank & Trust Co66$9.61K0.01%+66New
Annapolis Financial Services, LLC66$9.61K0.00%00.0%Unchanged
Coston, McIsaac & Partners75$10.0K0.00%+1+1.4%Added
West Oak Capital, LLC70$10.0K0.00%00.0%Unchanged
Capital Analysts, LLC68$10.0K0.00%+36+112.5%Added
Impact Partnership Wealth, LLC69$10.1K0.00%00.0%Unchanged
Smartleaf Asset Management LLC274$10.8K0.00%+274New
North Star Investment Management Corp.74$10.8K0.00%00.0%Unchanged
Valued Wealth Advisors LLC74$11.2K0.01%+74New
Ninety One UK Ltd77$11.2K0.00%+17+28.3%Added
VisionPoint Advisory Group, LLC81$11.8K0.00%+25+44.6%Added
Kiely Wealth Advisory Group, Inc.82$11.9K0.01%+82New
Bell Investment Advisors, Inc83$12.1K0.00%+13+18.6%Added
Prestige Wealth Management Group LLC87$12.7K0.00%00.0%Unchanged
Johnson Financial Group, Inc.94$13.7K0.00%+78+487.5%Added
Raffa Wealth Management, LLC95$13.8K0.00%00.0%Unchanged
Nordwand Advisors, LLC95$13.8K0.00%00.0%Unchanged
Paradigm Asset Management Co LLC100$14.6K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$14.6K0.01%00.0%Unchanged
PFS Partners, LLC100$14.6K0.01%00.0%Unchanged
Cetera Trust Company, N.A100$14.6K0.01%+100New
Advantage Trust Co100$14.6K0.01%+100New
AlphaMark Advisors, LLC100$15.0K0.01%00.0%Unchanged
Silicon Valley Capital Partners107$15.5K0.00%+2+1.9%Added
SJS Investment Consulting Inc.107$15.5K0.00%+107New
Proequities, Inc.110$16.0K0.00%−218−66.5%Reduced