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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 12,288 | $1.79M | 0.33% | −600−4.7% | Reduced |
| Madison Asset Management, LLC | 12,119 | $1.77M | 0.02% | −829−6.4% | Reduced |
| Kestra Private Wealth Services, LLC | 12,097 | $1.76M | 0.04% | −12,730−51.3% | Reduced |
| GWM Advisors LLC | 12,265 | $1.76M | 0.02% | +1,212+11.0% | Added |
| Bayesian Capital Management, LP | 11,887 | $1.73M | 0.18% | +10,195+602.5% | Added |
| Stephens Inc | 11,764 | $1.71M | 0.03% | +939+8.7% | Added |
| Parallel Advisors, LLC | 11,681 | $1.70M | 0.05% | +7,718+194.8% | Added |
| London & Capital Asset Management Ltd | 11,599 | $1.69M | 0.14% | +1,005+9.5% | Added |
| Moody Lynn & Lieberson, LLC | 11,511 | $1.68M | 0.13% | +6,910+150.2% | Added |
| Regal Investment Advisors LLC | 11,376 | $1.66M | 0.13% | +5,338+88.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 11,177 | $1.63M | 0.19% | −988−8.1% | Reduced |
| GSB Wealth Management, LLC | 10,973 | $1.60M | 0.49% | −454−4.0% | Reduced |
| South State Corp. | 10,920 | $1.59M | 0.14% | +857+8.5% | Added |
| GYL Financial Synergies, LLC | 10,831 | $1.58M | 0.13% | +186+1.7% | Added |
| Old Port Advisors | 10,822 | $1.58M | 0.52% | +391+3.7% | Added |
| West Coast Financial LLC | 10,705 | $1.56M | 0.20% | −1,184−10.0% | Reduced |
| Farther Finance Advisors, LLC | 10,685 | $1.56M | 0.11% | +10,157+1,923.7% | Added |
| Mitchell Sinkler & Starr | 10,479 | $1.53M | 0.28% | +3,171+43.4% | Added |
| JustInvest LLC | 10,469 | $1.52M | 0.04% | −749−6.7% | Reduced |
| Raymond James Trust N.A. | 10,297 | $1.50M | 0.04% | +560+5.8% | Added |
| Knollwood Investment Advisory, LLC | 10,137 | $1.48M | 0.31% | +10,137 | New |
| Sofos Investments, Inc. | 10,014 | $1.46M | 0.41% | −107,091−91.4% | Reduced |
| Yousif Capital Management, LLC | 9,866 | $1.44M | 0.02% | +615+6.6% | Added |
| Toronto Dominion Bank | 9,859 | $1.44M | 0.00% | −285−2.8% | Reduced |
| Wambolt & Associates, LLC | 9,844 | $1.43M | 0.47% | +1,189+13.7% | Added |
| Atria Wealth Solutions, Inc. | 9,670 | $1.41M | 0.02% | +155+1.6% | Added |
| Synovus Financial Corp | 9,660 | $1.41M | 0.02% | +408+4.4% | Added |
| Sapient Capital LLC | 9,655 | $1.41M | 0.04% | +9,655 | New |
| Citizens National Bank Trust Department | 9,645 | $1.40M | 0.36% | +260+2.8% | Added |
| Wealthspire Advisors, LLC | 9,505 | $1.38M | 0.02% | +44+0.5% | Added |
| Meixler Investment Management, Ltd. | 9,477 | $1.38M | 1.15% | +804+9.3% | Added |
| Jones Financial Companies LLLP | 9,471 | $1.38M | 0.00% | −281−2.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 9,380 | $1.37M | 0.35% | −3,304−26.0% | Reduced |
| Lantz Financial LLC | 9,366 | $1.36M | 0.49% | +446+5.0% | Added |
| Hamel Associates, Inc. | 9,365 | $1.36M | 0.48% | −2,750−22.7% | Reduced |
| Colonial Trust Co | 9,342 | $1.36M | 0.28% | −497−5.1% | Reduced |
| SYSTM Wealth Solutions LLC | 9,149 | $1.33M | 0.18% | +3,663+66.8% | Added |
| We Are One Seven, LLC | 9,138 | $1.33M | 0.08% | −938−9.3% | Reduced |
| Mutual Advisors, LLC | 9,136 | $1.33M | 0.05% | +5,515+152.3% | Added |
| Apollon Wealth Management, LLC | 9,127 | $1.33M | 0.05% | +4,972+119.7% | Added |
| Welch & Forbes LLC | 9,093 | $1.32M | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,952 | $1.30M | 0.00% | −31,268−77.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,948 | $1.30M | 0.59% | +225+2.6% | Added |
| Valeo Financial Advisors, LLC | 34,768 | $1.29M | 0.05% | +449+1.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,560 | $1.25M | 0.03% | +2,951+52.6% | Added |
| HB Wealth Management, LLC | 8,541 | $1.24M | 0.02% | +771+9.9% | Added |
| Ashton Thomas Private Wealth, LLC | 8,530 | $1.24M | 0.08% | −280−3.2% | Reduced |
| Colony Group, LLC | 8,398 | $1.22M | 0.02% | +8,398 | New |
| Baker Tilly Wealth Management, LLC | 8,381 | $1.22M | 0.20% | +3,107+58.9% | Added |
| TD Asset Management Inc | 8,359 | $1.22M | 0.00% | +3,678+78.6% | Added |
| Crossmark Global Holdings, Inc. | 8,311 | $1.21M | 0.03% | +54+0.7% | Added |
| CAPROCK Group, Inc. | 8,304 | $1.21M | 0.08% | +4,416+113.6% | Added |
| Modera Wealth Management, LLC | 8,292 | $1.21M | 0.02% | −504−5.7% | Reduced |
| Daymark Wealth Partners, LLC | 8,278 | $1.21M | 0.07% | +475+6.1% | Added |
| Guggenheim Capital LLC | 8,270 | $1.20M | 0.01% | −133−1.6% | Reduced |
| Engineers Gate Manager LP | 8,250 | $1.20M | 0.03% | +4,032+95.6% | Added |
| CoreCap Advisors, LLC | 8,243 | $1.20M | 0.08% | +99+1.2% | Added |
| Euro Pacific Asset Management, LLC | 8,179 | $1.20M | 0.26% | +330+4.2% | Added |
| State Street Corp | 8,220 | $1.20M | 0.00% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 8,187 | $1.19M | 0.15% | +85+1.0% | Added |
| Capital Insight Partners, LLC | 8,111 | $1.18M | 0.24% | +393+5.1% | Added |
| Naviter Wealth, LLC | 8,076 | $1.18M | 0.24% | −235−2.8% | Reduced |
| Peapack Gladstone Financial Corp | 8,073 | $1.18M | 0.02% | +496+6.5% | Added |
| Thoroughbred Financial Services, LLC | 8,042 | $1.17M | 0.09% | −1,597−16.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,982 | $1.16M | 0.10% | −3,905−32.9% | Reduced |
| Rockline Wealth Management, LLC | 7,840 | $1.14M | 0.47% | +7,840 | New |
| Bull Street Advisors, LLC | 7,815 | $1.14M | 0.58% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 7,772 | $1.13M | 0.13% | +981+14.4% | Added |
| Joel Isaacson & Co., LLC | 7,665 | $1.12M | 0.07% | +1,223+19.0% | Added |
| First Horizon Advisors, Inc. | 7,648 | $1.11M | 0.04% | −40−0.5% | Reduced |
| D.B. Root & Company, LLC | 7,644 | $1.11M | 0.40% | −31−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 7,639 | $1.11M | 0.01% | −32−0.4% | Reduced |
| Stokes Family Office, LLC | 7,619 | $1.11M | 0.15% | −1,800−19.1% | Reduced |
| SageView Advisory Group, LLC | 7,669 | $1.11M | 0.05% | +5,345+230.0% | Added |
| Capstone Triton Financial Group, LLC | 7,566 | $1.10M | 0.80% | −1,637−17.8% | Reduced |
| Alaethes Wealth LLC | 7,462 | $1.09M | 0.51% | −932−11.1% | Reduced |
| Optimist Retirement Group LLC | 7,436 | $1.08M | 0.70% | +7,436 | New |
| Atlas Private Wealth Management | 7,429 | $1.08M | 0.51% | −337−4.3% | Reduced |
| Proficio Capital Partners LLC | 7,415 | $1.08M | 0.13% | +474+6.8% | Added |
| Dillon & Associates Inc | 7,374 | $1.08M | 0.20% | −1,450−16.4% | Reduced |
| Addison Capital Co | 7,366 | $1.07M | 0.67% | +3,437+87.5% | Added |
| Stratos Wealth Partners, LTD. | 7,363 | $1.07M | 0.02% | +89+1.2% | Added |
| Weatherly Asset Management L. P. | 7,335 | $1.07M | 0.12% | −15−0.2% | Reduced |
| Susquehanna International Group, LLP | 7,304 | $1.06M | 0.00% | −1,347−15.6% | Reduced |
| Inspire Trust Co, N.A. | 7,269 | $1.06M | 1.09% | +7,269 | New |
| Ervin Investment Management, LLC | 7,256 | $1.06M | 0.81% | +7,256 | New |
| Signaturefd, LLC | 7,237 | $1.05M | 0.02% | +759+11.7% | Added |
| Cary Street Partner Investment Advisory LLC | 7,228 | $1.05M | 0.05% | −302−4.0% | Reduced |
| Blue Square Asset Management, LLC | 7,213 | $1.05M | 0.70% | +2,760+62.0% | Added |
| Penobscot Investment Management Company, Inc. | 7,177 | $1.05M | 0.12% | +800+12.5% | Added |
| Victory Capital Management Inc | 7,155 | $1.04M | 0.00% | −87,130−92.4% | Reduced |
| Summit Financial, LLC | 7,149 | $1.04M | 0.07% | +403+6.0% | Added |
| Ingalls & Snyder LLC | 7,073 | $1.03M | 0.05% | −125−1.7% | Reduced |
| Accretive Wealth Partners, LLC | 7,068 | $1.03M | 0.49% | −325−4.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 6,934 | $1.01M | 0.20% | −9,597−58.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,994 | $1.01M | 0.01% | +350+5.3% | Added |
| National Asset Management, Inc. | 6,916 | $1.01M | 0.03% | −1,050−13.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,786 | $988.4K | 0.09% | −323−4.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,710 | $977.4K | 0.00% | +11+0.2% | Added |
| Coppell Advisory Solutions LLC | 6,690 | $974.5K | 0.20% | +2,393+55.7% | Added |