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Livermore
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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

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
3Chopt Investment Partners, LLC2,492$363.0K0.13%+2,492New
Financial Counselors Inc2,502$364.4K0.01%+21+0.8%Added
SeaBridge Investment Advisors LLC2,525$367.8K0.11%+2,525New
Catalytic Wealth RIA, LLC2,526$367.9K0.17%+2,526New
Private Trust Co NA2,535$369.3K0.04%+40+1.6%Added
Alan B. Lancz & Associates, Inc.2,550$371.4K0.39%00.0%Unchanged
Principal Street Partners, LLC2,559$372.8K0.09%−2,695−51.3%Reduced
Formidable Asset Management, LLC2,590$377.3K0.08%+2,590New
Mission Wealth Management, LP2,595$378.0K0.01%−57−2.1%Reduced
Lincoln National Corp2,597$378.3K0.01%+398+18.1%Added
Clearstead Advisors, LLC2,626$382.5K0.02%+57+2.2%Added
BancorpSouth Bank2,626$382.5K0.03%−40−1.5%Reduced
King Luther Capital Management Corp2,641$384.7K0.00%−1,630−38.2%Reduced
Dorchester Wealth Management Co2,665$388.2K0.07%00.0%Unchanged
Beaumont Financial Advisors, LLC2,701$393.4K0.04%−137−4.8%Reduced
O'Brien Greene & Co. Inc2,710$394.7K0.14%−260−8.8%Reduced
Checchi Capital Advisers, LLC2,734$398.2K0.03%−323−10.6%Reduced
Graham Capital Management, L.P.2,754$401.1K0.01%+2,754New
Verdence Capital Advisors LLC2,759$401.9K0.04%−2,356−46.1%Reduced
Angeles Investment Advisors, LLC2,761$402.2K0.02%+2,761New
Essex Savings Bank2,773$403.9K0.12%+160+6.1%Added
Fca Corp2,800$407.8K0.14%00.0%Unchanged
Flputnam Investment Management Co2,812$409.6K0.01%+88+3.2%Added
Wynn Capital, LLC2,822$411.1K0.34%+2,822New
Integrated Advisors Network LLC2,850$415.1K0.02%−150−5.0%Reduced
Alliance Wealth Advisors, LLC2,853$415.6K0.14%+2,853New
Crawford Investment Counsel Inc2,862$416.9K0.01%−421−12.8%Reduced
KPP Advisory Services LLC2,865$417.3K0.37%+1,482+107.2%Added
Fragasso Group Inc.2,874$418.7K0.04%−472−14.1%Reduced
Imprint Wealth LLC2,885$420.2K0.34%00.0%Unchanged
Roundview Capital LLC2,890$421.0K0.04%−6,377−68.8%Reduced
Icon Wealth Advisors, LLC2,893$421.4K0.04%+2,893New
HBK Sorce Advisory LLC2,893$421.4K0.02%−603−17.2%Reduced
Northwest & Ethical Investments L.P.2,934$427.4K0.01%+2,934New
Woodley Farra Manion Portfolio Management Inc3,000$437.0K0.03%00.0%Unchanged
Alhambra Investment Partners LLC3,005$437.7K0.26%−10−0.3%Reduced
Fiduciary Group LLC3,020$439.9K0.05%−360−10.7%Reduced
SeaCrest Wealth Management, LLC3,111$440.3K0.05%+200+6.9%Added
PAX Financial Group, LLC2,999$443.0K0.09%+2,999New
Murphy Pohlad Asset Management LLC3,092$450.4K0.19%−165−5.1%Reduced
Valmark Advisers, Inc.3,111$453.1K0.01%−121−3.7%Reduced
Cohen Investment Advisors LLC3,114$453.6K0.33%−214−6.4%Reduced
Howland Capital Management LLC3,117$454.0K0.02%+150+5.1%Added
Dynamic Advisor Solutions LLC3,230$457.1K0.02%+481+17.5%Added
Intelligent Financial Strategies3,166$461.2K0.32%−650−17.0%Reduced
Summit Trail Advisors, LLC3,167$461.3K0.02%+1,109+53.9%Added
Pinnacle Wealth Planning Services, Inc.3,175$462.5K0.07%+417+15.1%Added
HighPoint Advisor Group LLC3,178$463.0K0.03%+3,178New
Bard Financial Services, Inc.3,200$466.1K0.05%00.0%Unchanged
Mesirow Financial Investment Management, Inc.3,201$466.2K0.02%+3,201New
Greenwood Gearhart Inc3,199$466.9K0.05%−90,746−96.6%Reduced
Atlantic Union Bankshares Corp3,226$469.9K0.04%−1,326−29.1%Reduced
Atlas Capital Advisors LLC3,230$470.5K0.07%00.0%Unchanged
Summitry LLC3,251$473.5K0.03%+11+0.3%Added
Cullen Investment Group, Ltd.3,253$473.9K0.08%+3,253New
Wrapmanager Inc3,273$476.7K0.14%−252−7.1%Reduced
Scissortail Wealth Management, LLC3,326$480.6K0.15%+3,326New
Deutsche Bank AG3,315$482.9K0.00%−373−10.1%Reduced
Gradient Investments LLC3,328$484.8K0.01%+3,144+1,708.7%Added
Norden Group LLC3,388$493.5K0.09%+3,388New
Gillespie Robinson & Grimm Inc3,400$495.2K0.04%+3,400New
DFPG Investments, LLC3,467$496.0K0.04%+66+1.9%Added
L.M. Kohn & Company3,410$496.7K0.16%−123−3.5%Reduced
Glenview Trust Co3,410$496.7K0.01%−374−9.9%Reduced
Ellevest, Inc.3,421$498.3K0.03%−957−21.9%Reduced
First Nebraska Trust Co3,443$501.5K0.06%00.0%Unchanged
Stonegate Investment Group, LLC3,456$503.4K0.02%−4,993−59.1%Reduced
Essex Financial Services, Inc.3,456$503.4K0.05%−658−16.0%Reduced
Drive Wealth Management, LLC3,501$510.0K0.16%+3,501New
Intrust Bank NA3,512$511.6K0.06%+554+18.7%Added
Two Sigma Securities, LLC3,538$515.3K0.02%+1,407+66.0%Added
Wilbanks Smith & Thomas Asset Management LLC3,604$525.0K0.02%−208−5.5%Reduced
Principal Securities, Inc.3,608$525.6K0.02%+3,608New
Coldstream Capital Management Inc3,626$528.2K0.01%+3,626New
9258 Wealth Management, LLC3,632$529.1K0.09%+245+7.2%Added
Auxano Advisors, LLC3,644$530.8K0.18%+3,644New
Texas Yale Capital Corp.3,650$531.7K0.03%00.0%Unchanged
Robertson Stephens Wealth Management, LLC3,652$531.9K0.03%−514−12.3%Reduced
Wealth Alliance3,675$535.3K0.08%−857−18.9%Reduced
Affiance Financial, LLC3,702$539.4K0.16%00.0%Unchanged
Quadrant Capital Group LLC3,710$540.4K0.05%+250+7.2%Added
Bridgefront Capital, LLC3,712$540.7K0.41%+1,986+115.1%Added
Kathleen S. Wright Associates Inc.3,715$541.2K0.28%00.0%Unchanged
Level Four Advisory Services, LLC3,773$549.5K0.03%−1,534−28.9%Reduced
Stableford Capital II LLC3,830$551.3K0.24%+92+2.5%Added
Wimmer Associates 1, LLC3,790$552.1K0.31%−130−3.3%Reduced
Welch Group, LLC3,800$553.5K0.03%+482+14.5%Added
Salvus Wealth Management, LLC3,809$554.8K0.39%−31−0.8%Reduced
Quadcap Wealth Management, LLC3,813$555.4K0.14%+3,813New
Caldwell Trust Co3,819$556.3K0.07%−160−4.0%Reduced
Norman Fields, Gottscho Capital Management, LLC3,850$561.0K0.22%−75−1.9%Reduced
Moreno Evelyn V3,880$565.2K0.27%00.0%Unchanged
Cetera Advisors LLC3,892$566.9K0.01%−249−6.0%Reduced
Probity Advisors, Inc.3,897$567.6K0.12%−243−5.9%Reduced
Highlander Capital Management, LLC3,900$568.1K0.20%−150−3.7%Reduced
Farmers & Merchants Investments Inc3,901$568.2K0.02%−341−8.0%Reduced
Columbia Asset Management3,923$571.0K0.12%−300−7.1%Reduced
Steward Partners Investment Advisory, LLC3,951$575.4K0.01%−520−11.6%Reduced
Three Bridge Wealth Advisors, LLC3,957$576.4K0.20%+3,957New
Williams Jones Wealth Management, LLC.3,967$577.8K0.01%−313−7.3%Reduced