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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 1,735 | $252.7K | 0.01% | +149+9.4% | Added |
| Old Mission Capital LLC | 1,743 | $253.9K | 0.01% | +1,743 | New |
| Schrum Private Wealth Management LLC | 1,746 | $254.3K | 0.36% | −200−10.3% | Reduced |
| Ategra Capital Management, LLC | 1,748 | $254.6K | 0.11% | +1,748 | New |
| Paragon Capital Management Ltd | 1,750 | $254.9K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,752 | $255.2K | 0.02% | −386−18.1% | Reduced |
| Avestar Capital, LLC | 1,754 | $255.5K | 0.03% | +74+4.4% | Added |
| Parkside Financial Bank & Trust | 1,757 | $255.9K | 0.05% | +198+12.7% | Added |
| Ameritas Advisory Services, LLC | 1,749 | $256.1K | 0.01% | −56−3.1% | Reduced |
| Meridian Wealth Management, LLC | 1,760 | $256.4K | 0.02% | +1,760 | New |
| Argonautica Private Wealth Management, Inc | 1,772 | $258.1K | 0.11% | +38+2.2% | Added |
| Wealthcare Advisory Partners LLC | 1,775 | $258.6K | 0.01% | −105−5.6% | Reduced |
| Dearborn Partners LLC | 1,786 | $260.1K | 0.01% | −324−15.4% | Reduced |
| FirstPurpose Wealth LLC | 1,789 | $260.6K | 0.10% | +1,789 | New |
| Argent Trust Co | 1,802 | $262.5K | 0.01% | +73+4.2% | Added |
| Golden State Equity Partners | 1,815 | $264.4K | 0.06% | +1,815 | New |
| Buckingham Strategic Wealth, LLC | 1,825 | $265.8K | 0.00% | +161+9.7% | Added |
| Wexford Capital LP | 1,826 | $266.0K | 0.06% | +1,826 | New |
| Atlas Wealth Partners, LLC | 1,840 | $266.0K | 1.47% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,842 | $266.3K | 0.10% | −86−4.5% | Reduced |
| Capital Investment Advisory Services, LLC | 1,834 | $267.1K | 0.02% | −110−5.7% | Reduced |
| PDS Planning, Inc | 1,852 | $269.8K | 0.03% | −213−10.3% | Reduced |
| Aries Wealth Management | 1,856 | $270.3K | 0.10% | −208−10.1% | Reduced |
| Carson Advisory Inc. | 1,861 | $271.1K | 0.21% | +1,861 | New |
| Pitcairn Co | 1,862 | $271.2K | 0.02% | +1,862 | New |
| Hilltop Holdings Inc. | 1,869 | $272.2K | 0.03% | −78−4.0% | Reduced |
| Clarius Group, LLC | 1,875 | $273.1K | 0.02% | −653−25.8% | Reduced |
| Gallacher Capital Management LLC | 1,877 | $273.4K | 0.15% | +89+5.0% | Added |
| Financial Advocates Investment Management | 1,880 | $273.9K | 0.02% | −13−0.7% | Reduced |
| Sage Rhino Capital LLC | 1,886 | $274.7K | 0.07% | +27+1.5% | Added |
| Strategic Global Advisors, LLC | 1,888 | $275.0K | 0.06% | −721−27.6% | Reduced |
| Catalyst Financial Partners LLC | 1,889 | $275.2K | 0.08% | −569−23.1% | Reduced |
| KCM Investment Advisors LLC | 1,899 | $276.6K | 0.01% | −171−8.3% | Reduced |
| Willner & Heller, LLC | 1,914 | $278.8K | 0.31% | +1,914 | New |
| LCNB Corp | 1,926 | $280.5K | 0.11% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,926 | $280.6K | 0.01% | −100−4.9% | Reduced |
| Five Oceans Advisors | 1,932 | $281.4K | 0.16% | +573+42.2% | Added |
| First City Capital Management, Inc. | 1,934 | $281.7K | 0.16% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 1,948 | $283.7K | 0.18% | −8,344−81.1% | Reduced |
| Concentric Wealth Management, LLC | 1,950 | $284.0K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,974 | $284.8K | 0.08% | +1,974 | New |
| Doliver Advisors, LP | 1,957 | $285.1K | 0.09% | −140−6.7% | Reduced |
| Grove Bank & Trust | 1,978 | $288.1K | 0.05% | −96−4.6% | Reduced |
| Jeppson Wealth Management, LLC | 1,986 | $289.3K | 0.12% | +111+5.9% | Added |
| Henshaw Capital LLC | 1,991 | $290.0K | 0.02% | −160−7.4% | Reduced |
| Headinvest, LLC | 1,997 | $290.9K | 0.06% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,000 | $291.3K | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,009 | $292.6K | 0.02% | −148−6.9% | Reduced |
| TFG Advisers LLC | 2,011 | $293.0K | 0.12% | −70−3.4% | Reduced |
| Aspiriant, LLC | 2,019 | $294.1K | 0.01% | −301−13.0% | Reduced |
| Chicago Partners Investment Group LLC | 2,140 | $294.3K | 0.01% | −24−1.1% | Reduced |
| Beacon Financial Group | 2,029 | $295.5K | 0.04% | +2,029 | New |
| 180 Wealth Advisors, LLC | 2,054 | $295.9K | 0.06% | +21+1.0% | Added |
| Laraway Financial Inc | 2,032 | $296.0K | 0.28% | 00.0% | Unchanged |
| Spinnaker Trust | 2,038 | $296.9K | 0.02% | −80−3.8% | Reduced |
| Ruggaard & Associates LLC | 2,044 | $297.7K | 0.16% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,056 | $299.5K | 0.00% | +138+7.2% | Added |
| Abbot Financial Management, Inc. | 2,075 | $302.2K | 0.18% | 00.0% | Unchanged |
| Scientech Research LLC | 2,078 | $302.8K | 0.30% | +2,078 | New |
| J.W. Cole Advisors, Inc. | 2,080 | $303.1K | 0.02% | −58−2.7% | Reduced |
| Dana Investment Advisors, Inc. | 2,085 | $303.7K | 0.01% | −711−25.4% | Reduced |
| Shelton Capital Management | 2,090 | $304.4K | 0.01% | −100−4.6% | Reduced |
| Quad-Cities Investment Group, LLC | 2,140 | $306.0K | 0.19% | −192−8.2% | Reduced |
| RSM US Wealth Management LLC | 2,118 | $308.5K | 0.01% | −28−1.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,128 | $310.0K | 0.03% | −243−10.2% | Reduced |
| Founders Financial Alliance, LLC | 2,129 | $310.1K | 0.12% | −274−11.4% | Reduced |
| Arete Wealth Advisors, LLC | 2,132 | $310.5K | 0.02% | −19−0.9% | Reduced |
| Vident Advisory, LLC | 2,150 | $313.2K | 0.01% | −576−21.1% | Reduced |
| Coastal Investment Advisors, Inc. | 2,153 | $313.6K | 0.07% | −1,136−34.5% | Reduced |
| Aptus Capital Advisors, LLC | 2,160 | $314.6K | 0.01% | +38+1.8% | Added |
| EP Wealth Advisors, LLC | 2,167 | $315.6K | 0.00% | −677−23.8% | Reduced |
| NTV Asset Management LLC | 2,175 | $316.8K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,188 | $318.7K | 0.02% | −371−14.5% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,200 | $320.5K | 0.01% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 2,200 | $320.5K | 0.25% | +2,200 | New |
| MJP Associates Inc | 2,202 | $320.8K | 0.09% | +460+26.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,243 | $326.8K | 0.06% | +72+3.3% | Added |
| Trexquant Investment LP | 2,278 | $331.8K | 0.01% | +2,278 | New |
| Advocate Group LLC | 2,280 | $332.1K | 0.07% | −12−0.5% | Reduced |
| Brasada Capital Management, LP | 2,292 | $333.9K | 0.07% | −3,915−63.1% | Reduced |
| Wedbush Securities Inc | 2,319 | $338.0K | 0.01% | −176−7.1% | Reduced |
| Moneta Group Investment Advisors LLC | 2,338 | $340.5K | 0.01% | −142−5.7% | Reduced |
| Merit Financial Group, LLC | 2,341 | $341.0K | 0.01% | +701+42.7% | Added |
| Inlet Private Wealth, LLC | 2,350 | $342.3K | 0.10% | −158−6.3% | Reduced |
| McDonald Partners LLC | 2,353 | $342.7K | 0.10% | −362−13.3% | Reduced |
| WealthPLAN Partners, LLC | 2,358 | $343.5K | 0.04% | −37,347−94.1% | Reduced |
| CWM, LLC | 2,376 | $346.0K | 0.00% | −224−8.6% | Reduced |
| Tritonpoint Wealth, LLC | 2,381 | $346.8K | 0.03% | +2,381 | New |
| Sunbelt Securities, Inc. | 2,385 | $347.4K | 0.04% | −50−2.1% | Reduced |
| GeoWealth Management, LLC | 2,386 | $348.0K | 0.03% | +2,386 | New |
| ProVise Management Group, LLC | 2,395 | $348.9K | 0.03% | +6+0.3% | Added |
| InterOcean Capital Group, LLC | 2,403 | $350.0K | 0.01% | −450−15.8% | Reduced |
| Spire Wealth Management | 2,536 | $351.1K | 0.01% | +284+12.6% | Added |
| Forum Financial Management, LP | 2,412 | $351.3K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,418 | $352.2K | 0.06% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 2,435 | $355.0K | 0.30% | +205+9.2% | Added |
| Alliancebernstein L.P. | 2,441 | $355.6K | 0.00% | −76−3.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,481 | $361.0K | 0.12% | −48−1.9% | Reduced |
| Pictet North America Advisors SA | 2,479 | $361.1K | 0.05% | −1,730−41.1% | Reduced |
| Americana Partners, LLC | 2,488 | $362.4K | 0.03% | −933−27.3% | Reduced |