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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 1,080,194 | $157.3M | 1.31% | −28,783−2.6% | Reduced |
| Royal Bank of Canada | 1,213,234 | $176.7M | 0.04% | +25,691+2.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,354,708 | $197.3M | 2.15% | +4,500+0.3% | Added |
| London Co of Virginia | 1,452,945 | $211.6M | 1.19% | −131,305−8.3% | Reduced |
| UBS Group AG | 1,697,064 | $247.2M | 0.10% | −231,649−12.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,161,648 | $301.9M | 0.08% | +137,397+6.8% | Added |
| Wells Fargo & Company | 2,111,224 | $307.5M | 0.09% | −205,045−8.9% | Reduced |
| Clearbridge Investments, LLC | 2,197,157 | $320.0M | 0.28% | −186,952−7.8% | Reduced |
| Morgan Stanley | 2,729,146 | $397.5M | 0.04% | −561,970−17.1% | Reduced |
| FMR LLC | 3,578,193 | $521.2M | 0.04% | +150,002+4.4% | Added |
| Bank of America Corp | 4,412,601 | $642.7M | 0.07% | −394,925−8.2% | Reduced |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −495,284−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −120,105−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −59,224−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −27,923−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −21,238−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −16,906−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −15,603−100.0% | Sold out |
| Templeton & Phillips Capital Management, LLC | 0 | $0 | 0.00% | −15,010−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,359−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −9,545−100.0% | Sold out |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −6,863−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −5,428−100.0% | Sold out |
| Shorepoint Capital Partners LLC | 0 | $0 | 0.00% | −4,475−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Zuckerman Investment Group, LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| Forza Wealth Management, LLC | 0 | $0 | 0.00% | −2,511−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Fusion Capital, LLC | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −2,030−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,853−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Northwest Quadrant Wealth Management, LLC | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| Breakwater Capital Group | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,588−100.0% | Sold out |
| Sebold Capital Management, Inc. | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Argyle Capital Management Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,458−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −14,762−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Polaris Wealth Advisory Group, LLC | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Quantamental Technologies LLC | – | – | – | – | Not filed |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |
| KCS Wealth Advisory | – | – | – | – | Not filed |
| Comerica Securities,inc. | – | – | – | – | Not filed |