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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 111 | $16.1K | 0.00% | +8+7.8% | Added |
| Frazier Financial Advisors, LLC | 111 | $16.2K | 0.01% | +111 | New |
| HighMark Wealth Management LLC | 112 | $16.3K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $16.5K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 114 | $16.6K | 0.01% | +114 | New |
| Financial Synergies Wealth Advisors, Inc. | 94 | $16.8K | 0.00% | +3+3.3% | Added |
| Abound Wealth Management | 115 | $16.8K | 0.01% | +104+945.5% | Added |
| Nemes Rush Group LLC | 118 | $17.2K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 119 | $17.4K | 0.00% | +1+0.8% | Added |
| Twin Lakes Capital Management, LLC | 122 | $17.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 135 | $19.7K | 0.01% | +135 | New |
| Princeton Global Asset Management LLC | 135 | $19.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 134 | $20.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 141 | $20.5K | 0.01% | +110+354.8% | Added |
| Global Trust Asset Management, LLC | 142 | $20.6K | 0.01% | −17−10.7% | Reduced |
| Atwood & Palmer Inc | 143 | $20.8K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 144 | $21.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 149 | $21.7K | 0.01% | +50+50.5% | Added |
| First PREMIER Bank | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 152 | $22.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 158 | $23.1K | 0.02% | −134−45.9% | Reduced |
| Focused Wealth Management, Inc | 164 | $23.9K | 0.00% | +2+1.2% | Added |
| Cape Investment Advisory, Inc. | 168 | $24.5K | 0.01% | 00.0% | Unchanged |
| Motco | 168 | $24.5K | 0.00% | −298−63.9% | Reduced |
| Scarborough Advisors, LLC | 173 | $25.2K | 0.01% | +173 | New |
| Tradewinds Capital Management, LLC | 175 | $25.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 178 | $25.9K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 180 | $26.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 185 | $26.9K | 0.00% | −103−35.8% | Reduced |
| Planned Solutions, Inc. | 185 | $26.9K | 0.01% | +185 | New |
| Glassman Wealth Services | 191 | $27.8K | 0.00% | −92−32.5% | Reduced |
| MCF Advisors LLC | 200 | $29.1K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $29.1K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $29.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $29.1K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 200 | $29.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $31.0K | 0.01% | +37+21.0% | Added |
| Financial Perspectives, Inc | 214 | $31.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 217 | $31.6K | 0.01% | +107+97.3% | Added |
| Thompson Siegel & Walmsley LLC | 229 | $33.0K | 0.00% | −171−42.8% | Reduced |
| Centerpoint Advisors, LLC | 236 | $34.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 234 | $34.1K | 0.00% | +4+1.7% | Added |
| Venturi Wealth Management, LLC | 245 | $35.7K | 0.00% | −116−32.1% | Reduced |
| Pin Oak Investment Advisors Inc | 248 | $36.0K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 247 | $36.0K | 0.01% | +247 | New |
| Criterion Capital Advisors, LLC | 248 | $36.1K | 0.03% | +248 | New |
| Country Trust Bank | 250 | $36.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 252 | $36.8K | 0.00% | −39−13.4% | Reduced |
| JJJ Advisors Inc. | 254 | $37.0K | 0.01% | −18−6.6% | Reduced |
| Group One Trading, L.P. | 258 | $37.6K | 0.00% | +258 | New |
| City State Bank | 269 | $39.0K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 284 | $41.3K | 0.03% | +2+0.7% | Added |
| CoreFirst Bank & Trust | 292 | $42.5K | 0.03% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 300 | $43.7K | 0.03% | +300 | New |
| Oakworth Capital, Inc. | 315 | $45.9K | 0.00% | −42−11.8% | Reduced |
| Voisard Asset Management Group, Inc. | 320 | $46.6K | 0.03% | +320 | New |
| Planning Capital Management Corp | 333 | $48.5K | 0.04% | +333 | New |
| Eagle Bay Advisors LLC | 338 | $49.2K | 0.03% | +30+9.7% | Added |
| Plante Moran Financial Advisors, LLC | 341 | $49.7K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 343 | $50.0K | 0.05% | +343 | New |
| Larson Financial Group LLC | 348 | $50.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 350 | $51.0K | 0.01% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 350 | $51.0K | 0.04% | +350 | New |
| Zions Bancorporation, N.A. | 357 | $52.0K | 0.00% | +11+3.2% | Added |
| McIlrath & Eck, LLC | 363 | $52.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 364 | $53.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 383 | $55.8K | 0.01% | −15−3.8% | Reduced |
| Pacifica Partners Inc. | 397 | $55.9K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 385 | $56.0K | 0.01% | −100−20.6% | Reduced |
| Sittner & Nelson, LLC | 384 | $56.0K | 0.03% | +1+0.3% | Added |
| Piscataqua Savings Bank | 398 | $58.0K | 0.05% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 400 | $58.3K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $58.3K | 0.03% | 00.0% | Unchanged |
| American National Bank | 422 | $61.5K | 0.01% | −609−59.1% | Reduced |
| Geneos Wealth Management Inc. | 426 | $62.0K | 0.00% | −131−23.5% | Reduced |
| Benjamin Edwards Inc | 431 | $63.0K | 0.01% | +7+1.7% | Added |
| Lee Financial Co | 450 | $65.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 455 | $66.3K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 469 | $68.3K | 0.04% | −4−0.8% | Reduced |
| Tortoise Investment Management, LLC | 491 | $71.5K | 0.01% | −20−3.9% | Reduced |
| Baldwin Brothers Inc | 496 | $72.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 500 | $72.8K | 0.02% | −97−16.2% | Reduced |
| Tompkins Financial Corp | 500 | $72.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 494 | $73.7K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 507 | $73.8K | 0.00% | +232+84.4% | Added |
| Provenance Wealth Advisors, LLC | 510 | $74.3K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 513 | $74.7K | 0.00% | −16−3.0% | Reduced |
| Solstein Capital, LLC | 518 | $75.5K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 531 | $77.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 533 | $78.0K | 0.01% | +4+0.8% | Added |
| Rothschild Investment LLC | 573 | $83.5K | 0.01% | +573 | New |
| S.A. Mason LLC | 575 | $83.8K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 586 | $85.4K | 0.00% | +266+83.1% | Added |
| Global Retirement Partners, LLC | 606 | $86.0K | 0.00% | −8−1.3% | Reduced |
| Hall Laurie J Trustee | 597 | $87.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 600 | $87.4K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 600 | $87.4K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37,708 | $89.2K | 0.02% | −39−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 629 | $91.6K | 0.01% | +127+25.3% | Added |
| ICA Group Wealth Management, LLC | 647 | $94.2K | 0.02% | +647 | New |