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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 6,345 | $924.2K | 0.00% | −19,452−75.4% | Reduced |
| Keystone Financial Group | 6,378 | $929.0K | 0.16% | +247+4.0% | Added |
| Mill Creek Capital Advisors, LLC | 6,441 | $938.2K | 0.03% | −649−9.2% | Reduced |
| Horizon Investments, LLC | 6,463 | $941.4K | 0.03% | −4,540−41.3% | Reduced |
| Advisor OS, LLC | 6,502 | $947.2K | 0.12% | +1,392+27.2% | Added |
| Founders Financial Securities LLC | 6,520 | $949.7K | 0.11% | +196+3.1% | Added |
| Jamison Private Wealth Management, Inc. | 6,540 | $952.6K | 0.18% | −122−1.8% | Reduced |
| Fiduciary Management Inc | 6,638 | $966.9K | 0.01% | +6,638 | New |
| V-Square Quantitative Management LLC | 6,638 | $966.9K | 0.23% | +6,638 | New |
| Venture Visionary Partners LLC | 6,659 | $970.0K | 0.05% | +428+6.9% | Added |
| SFM, LLC | 6,687 | $974.1K | 0.80% | +6,687 | New |
| Coppell Advisory Solutions LLC | 6,690 | $974.5K | 0.20% | +2,393+55.7% | Added |
| Allspring Global Investments Holdings, LLC | 6,710 | $977.4K | 0.00% | +11+0.2% | Added |
| Transcend Wealth Collective, LLC | 6,786 | $988.4K | 0.09% | −323−4.5% | Reduced |
| National Asset Management, Inc. | 6,916 | $1.01M | 0.03% | −1,050−13.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,994 | $1.01M | 0.01% | +350+5.3% | Added |
| China Universal Asset Management Co., Ltd. | 6,934 | $1.01M | 0.20% | −9,597−58.1% | Reduced |
| Accretive Wealth Partners, LLC | 7,068 | $1.03M | 0.49% | −325−4.4% | Reduced |
| Ingalls & Snyder LLC | 7,073 | $1.03M | 0.05% | −125−1.7% | Reduced |
| Summit Financial, LLC | 7,149 | $1.04M | 0.07% | +403+6.0% | Added |
| Victory Capital Management Inc | 7,155 | $1.04M | 0.00% | −87,130−92.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,177 | $1.05M | 0.12% | +800+12.5% | Added |
| Blue Square Asset Management, LLC | 7,213 | $1.05M | 0.70% | +2,760+62.0% | Added |
| Cary Street Partner Investment Advisory LLC | 7,228 | $1.05M | 0.05% | −302−4.0% | Reduced |
| Signaturefd, LLC | 7,237 | $1.05M | 0.02% | +759+11.7% | Added |
| Ervin Investment Management, LLC | 7,256 | $1.06M | 0.81% | +7,256 | New |
| Inspire Trust Co, N.A. | 7,269 | $1.06M | 1.09% | +7,269 | New |
| Susquehanna International Group, LLP | 7,304 | $1.06M | 0.00% | −1,347−15.6% | Reduced |
| Weatherly Asset Management L. P. | 7,335 | $1.07M | 0.12% | −15−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 7,363 | $1.07M | 0.02% | +89+1.2% | Added |
| Addison Capital Co | 7,366 | $1.07M | 0.67% | +3,437+87.5% | Added |
| Dillon & Associates Inc | 7,374 | $1.08M | 0.20% | −1,450−16.4% | Reduced |
| Proficio Capital Partners LLC | 7,415 | $1.08M | 0.13% | +474+6.8% | Added |
| Atlas Private Wealth Management | 7,429 | $1.08M | 0.51% | −337−4.3% | Reduced |
| Optimist Retirement Group LLC | 7,436 | $1.08M | 0.70% | +7,436 | New |
| Alaethes Wealth LLC | 7,462 | $1.09M | 0.51% | −932−11.1% | Reduced |
| Capstone Triton Financial Group, LLC | 7,566 | $1.10M | 0.80% | −1,637−17.8% | Reduced |
| SageView Advisory Group, LLC | 7,669 | $1.11M | 0.05% | +5,345+230.0% | Added |
| Stokes Family Office, LLC | 7,619 | $1.11M | 0.15% | −1,800−19.1% | Reduced |
| Avantax Advisory Services, Inc. | 7,639 | $1.11M | 0.01% | −32−0.4% | Reduced |
| D.B. Root & Company, LLC | 7,644 | $1.11M | 0.40% | −31−0.4% | Reduced |
| First Horizon Advisors, Inc. | 7,648 | $1.11M | 0.04% | −40−0.5% | Reduced |
| Joel Isaacson & Co., LLC | 7,665 | $1.12M | 0.07% | +1,223+19.0% | Added |
| KMG Fiduciary Partners, LLC | 7,772 | $1.13M | 0.13% | +981+14.4% | Added |
| Bull Street Advisors, LLC | 7,815 | $1.14M | 0.58% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 7,840 | $1.14M | 0.47% | +7,840 | New |
| Procyon Private Wealth Partners, LLC | 7,982 | $1.16M | 0.10% | −3,905−32.9% | Reduced |
| Thoroughbred Financial Services, LLC | 8,042 | $1.17M | 0.09% | −1,597−16.6% | Reduced |
| Peapack Gladstone Financial Corp | 8,073 | $1.18M | 0.02% | +496+6.5% | Added |
| Naviter Wealth, LLC | 8,076 | $1.18M | 0.24% | −235−2.8% | Reduced |
| Capital Insight Partners, LLC | 8,111 | $1.18M | 0.24% | +393+5.1% | Added |
| Griffin Asset Management, Inc. | 8,187 | $1.19M | 0.15% | +85+1.0% | Added |
| State Street Corp | 8,220 | $1.20M | 0.00% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 8,179 | $1.20M | 0.26% | +330+4.2% | Added |
| CoreCap Advisors, LLC | 8,243 | $1.20M | 0.08% | +99+1.2% | Added |
| Engineers Gate Manager LP | 8,250 | $1.20M | 0.03% | +4,032+95.6% | Added |
| Guggenheim Capital LLC | 8,270 | $1.20M | 0.01% | −133−1.6% | Reduced |
| Daymark Wealth Partners, LLC | 8,278 | $1.21M | 0.07% | +475+6.1% | Added |
| Modera Wealth Management, LLC | 8,292 | $1.21M | 0.02% | −504−5.7% | Reduced |
| CAPROCK Group, Inc. | 8,304 | $1.21M | 0.08% | +4,416+113.6% | Added |
| Crossmark Global Holdings, Inc. | 8,311 | $1.21M | 0.03% | +54+0.7% | Added |
| TD Asset Management Inc | 8,359 | $1.22M | 0.00% | +3,678+78.6% | Added |
| Baker Tilly Wealth Management, LLC | 8,381 | $1.22M | 0.20% | +3,107+58.9% | Added |
| Colony Group, LLC | 8,398 | $1.22M | 0.02% | +8,398 | New |
| Ashton Thomas Private Wealth, LLC | 8,530 | $1.24M | 0.08% | −280−3.2% | Reduced |
| HB Wealth Management, LLC | 8,541 | $1.24M | 0.02% | +771+9.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,560 | $1.25M | 0.03% | +2,951+52.6% | Added |
| Valeo Financial Advisors, LLC | 34,768 | $1.29M | 0.05% | +449+1.3% | Added |
| Retirement Planning Co of New England, Inc. | 8,948 | $1.30M | 0.59% | +225+2.6% | Added |
| Balyasny Asset Management LLC | 8,952 | $1.30M | 0.00% | −31,268−77.7% | Reduced |
| Welch & Forbes LLC | 9,093 | $1.32M | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,127 | $1.33M | 0.05% | +4,972+119.7% | Added |
| Mutual Advisors, LLC | 9,136 | $1.33M | 0.05% | +5,515+152.3% | Added |
| We Are One Seven, LLC | 9,138 | $1.33M | 0.08% | −938−9.3% | Reduced |
| SYSTM Wealth Solutions LLC | 9,149 | $1.33M | 0.18% | +3,663+66.8% | Added |
| Colonial Trust Co | 9,342 | $1.36M | 0.28% | −497−5.1% | Reduced |
| Hamel Associates, Inc. | 9,365 | $1.36M | 0.48% | −2,750−22.7% | Reduced |
| Lantz Financial LLC | 9,366 | $1.36M | 0.49% | +446+5.0% | Added |
| Ipswich Investment Management Co., Inc. | 9,380 | $1.37M | 0.35% | −3,304−26.0% | Reduced |
| Jones Financial Companies LLLP | 9,471 | $1.38M | 0.00% | −281−2.9% | Reduced |
| Meixler Investment Management, Ltd. | 9,477 | $1.38M | 1.15% | +804+9.3% | Added |
| Wealthspire Advisors, LLC | 9,505 | $1.38M | 0.02% | +44+0.5% | Added |
| Citizens National Bank Trust Department | 9,645 | $1.40M | 0.36% | +260+2.8% | Added |
| Sapient Capital LLC | 9,655 | $1.41M | 0.04% | +9,655 | New |
| Synovus Financial Corp | 9,660 | $1.41M | 0.02% | +408+4.4% | Added |
| Atria Wealth Solutions, Inc. | 9,670 | $1.41M | 0.02% | +155+1.6% | Added |
| Wambolt & Associates, LLC | 9,844 | $1.43M | 0.47% | +1,189+13.7% | Added |
| Toronto Dominion Bank | 9,859 | $1.44M | 0.00% | −285−2.8% | Reduced |
| Yousif Capital Management, LLC | 9,866 | $1.44M | 0.02% | +615+6.6% | Added |
| Sofos Investments, Inc. | 10,014 | $1.46M | 0.41% | −107,091−91.4% | Reduced |
| Knollwood Investment Advisory, LLC | 10,137 | $1.48M | 0.31% | +10,137 | New |
| Raymond James Trust N.A. | 10,297 | $1.50M | 0.04% | +560+5.8% | Added |
| JustInvest LLC | 10,469 | $1.52M | 0.04% | −749−6.7% | Reduced |
| Mitchell Sinkler & Starr | 10,479 | $1.53M | 0.28% | +3,171+43.4% | Added |
| Farther Finance Advisors, LLC | 10,685 | $1.56M | 0.11% | +10,157+1,923.7% | Added |
| West Coast Financial LLC | 10,705 | $1.56M | 0.20% | −1,184−10.0% | Reduced |
| Old Port Advisors | 10,822 | $1.58M | 0.52% | +391+3.7% | Added |
| GYL Financial Synergies, LLC | 10,831 | $1.58M | 0.13% | +186+1.7% | Added |
| South State Corp. | 10,920 | $1.59M | 0.14% | +857+8.5% | Added |
| GSB Wealth Management, LLC | 10,973 | $1.60M | 0.49% | −454−4.0% | Reduced |