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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 4,149 | $604.3K | 0.00% | −1,034−19.9% | Reduced |
| Concurrent Investment Advisors, LLC | 4,137 | $602.5K | 0.03% | +4,137 | New |
| LWS Wealth Advisors, Inc. | 4,097 | $597.0K | 0.22% | +4,097 | New |
| Winning Points Advisors, LLC | 4,081 | $594.4K | 0.92% | +624+18.1% | Added |
| Nuveen Asset Management, LLC | 4,040 | $588.5K | 0.00% | +414+11.4% | Added |
| Pitti Group Wealth Management, LLC | 4,013 | $584.6K | 0.64% | −431−9.7% | Reduced |
| Wunderlich Capital Managemnt | 4,005 | $583.4K | 0.26% | −4,368−52.2% | Reduced |
| Twelve Points Wealth Management LLC | 4,000 | $582.6K | 0.28% | −1,171−22.6% | Reduced |
| Ancora Advisors, LLC | 3,993 | $581.6K | 0.01% | +232+6.2% | Added |
| Rehmann Capital Advisory Group | 3,988 | $581.0K | 0.05% | +629+18.7% | Added |
| Boston Private Wealth LLC | 3,988 | $580.9K | 0.01% | +70+1.8% | Added |
| Williams Jones Wealth Management, LLC. | 3,967 | $577.8K | 0.01% | −313−7.3% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,957 | $576.4K | 0.20% | +3,957 | New |
| Steward Partners Investment Advisory, LLC | 3,951 | $575.4K | 0.01% | −520−11.6% | Reduced |
| Columbia Asset Management | 3,923 | $571.0K | 0.12% | −300−7.1% | Reduced |
| Farmers & Merchants Investments Inc | 3,901 | $568.2K | 0.02% | −341−8.0% | Reduced |
| Highlander Capital Management, LLC | 3,900 | $568.1K | 0.20% | −150−3.7% | Reduced |
| Probity Advisors, Inc. | 3,897 | $567.6K | 0.12% | −243−5.9% | Reduced |
| Cetera Advisors LLC | 3,892 | $566.9K | 0.01% | −249−6.0% | Reduced |
| Moreno Evelyn V | 3,880 | $565.2K | 0.27% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,850 | $561.0K | 0.22% | −75−1.9% | Reduced |
| Caldwell Trust Co | 3,819 | $556.3K | 0.07% | −160−4.0% | Reduced |
| Quadcap Wealth Management, LLC | 3,813 | $555.4K | 0.14% | +3,813 | New |
| Salvus Wealth Management, LLC | 3,809 | $554.8K | 0.39% | −31−0.8% | Reduced |
| Welch Group, LLC | 3,800 | $553.5K | 0.03% | +482+14.5% | Added |
| Wimmer Associates 1, LLC | 3,790 | $552.1K | 0.31% | −130−3.3% | Reduced |
| Stableford Capital II LLC | 3,830 | $551.3K | 0.24% | +92+2.5% | Added |
| Level Four Advisory Services, LLC | 3,773 | $549.5K | 0.03% | −1,534−28.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,715 | $541.2K | 0.28% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,712 | $540.7K | 0.41% | +1,986+115.1% | Added |
| Quadrant Capital Group LLC | 3,710 | $540.4K | 0.05% | +250+7.2% | Added |
| Affiance Financial, LLC | 3,702 | $539.4K | 0.16% | 00.0% | Unchanged |
| Wealth Alliance | 3,675 | $535.3K | 0.08% | −857−18.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,652 | $531.9K | 0.03% | −514−12.3% | Reduced |
| Texas Yale Capital Corp. | 3,650 | $531.7K | 0.03% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,644 | $530.8K | 0.18% | +3,644 | New |
| 9258 Wealth Management, LLC | 3,632 | $529.1K | 0.09% | +245+7.2% | Added |
| Coldstream Capital Management Inc | 3,626 | $528.2K | 0.01% | +3,626 | New |
| Principal Securities, Inc. | 3,608 | $525.6K | 0.02% | +3,608 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,604 | $525.0K | 0.02% | −208−5.5% | Reduced |
| Two Sigma Securities, LLC | 3,538 | $515.3K | 0.02% | +1,407+66.0% | Added |
| Intrust Bank NA | 3,512 | $511.6K | 0.06% | +554+18.7% | Added |
| Drive Wealth Management, LLC | 3,501 | $510.0K | 0.16% | +3,501 | New |
| Essex Financial Services, Inc. | 3,456 | $503.4K | 0.05% | −658−16.0% | Reduced |
| Stonegate Investment Group, LLC | 3,456 | $503.4K | 0.02% | −4,993−59.1% | Reduced |
| First Nebraska Trust Co | 3,443 | $501.5K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,421 | $498.3K | 0.03% | −957−21.9% | Reduced |
| Glenview Trust Co | 3,410 | $496.7K | 0.01% | −374−9.9% | Reduced |
| L.M. Kohn & Company | 3,410 | $496.7K | 0.16% | −123−3.5% | Reduced |
| DFPG Investments, LLC | 3,467 | $496.0K | 0.04% | +66+1.9% | Added |
| Gillespie Robinson & Grimm Inc | 3,400 | $495.2K | 0.04% | +3,400 | New |
| Norden Group LLC | 3,388 | $493.5K | 0.09% | +3,388 | New |
| Gradient Investments LLC | 3,328 | $484.8K | 0.01% | +3,144+1,708.7% | Added |
| Deutsche Bank AG | 3,315 | $482.9K | 0.00% | −373−10.1% | Reduced |
| Scissortail Wealth Management, LLC | 3,326 | $480.6K | 0.15% | +3,326 | New |
| Wrapmanager Inc | 3,273 | $476.7K | 0.14% | −252−7.1% | Reduced |
| Cullen Investment Group, Ltd. | 3,253 | $473.9K | 0.08% | +3,253 | New |
| Summitry LLC | 3,251 | $473.5K | 0.03% | +11+0.3% | Added |
| Atlas Capital Advisors LLC | 3,230 | $470.5K | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,226 | $469.9K | 0.04% | −1,326−29.1% | Reduced |
| Greenwood Gearhart Inc | 3,199 | $466.9K | 0.05% | −90,746−96.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,201 | $466.2K | 0.02% | +3,201 | New |
| Bard Financial Services, Inc. | 3,200 | $466.1K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,178 | $463.0K | 0.03% | +3,178 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,175 | $462.5K | 0.07% | +417+15.1% | Added |
| Summit Trail Advisors, LLC | 3,167 | $461.3K | 0.02% | +1,109+53.9% | Added |
| Intelligent Financial Strategies | 3,166 | $461.2K | 0.32% | −650−17.0% | Reduced |
| Dynamic Advisor Solutions LLC | 3,230 | $457.1K | 0.02% | +481+17.5% | Added |
| Howland Capital Management LLC | 3,117 | $454.0K | 0.02% | +150+5.1% | Added |
| Cohen Investment Advisors LLC | 3,114 | $453.6K | 0.33% | −214−6.4% | Reduced |
| Valmark Advisers, Inc. | 3,111 | $453.1K | 0.01% | −121−3.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,092 | $450.4K | 0.19% | −165−5.1% | Reduced |
| PAX Financial Group, LLC | 2,999 | $443.0K | 0.09% | +2,999 | New |
| SeaCrest Wealth Management, LLC | 3,111 | $440.3K | 0.05% | +200+6.9% | Added |
| Fiduciary Group LLC | 3,020 | $439.9K | 0.05% | −360−10.7% | Reduced |
| Alhambra Investment Partners LLC | 3,005 | $437.7K | 0.26% | −10−0.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $437.0K | 0.03% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 2,934 | $427.4K | 0.01% | +2,934 | New |
| HBK Sorce Advisory LLC | 2,893 | $421.4K | 0.02% | −603−17.2% | Reduced |
| Icon Wealth Advisors, LLC | 2,893 | $421.4K | 0.04% | +2,893 | New |
| Roundview Capital LLC | 2,890 | $421.0K | 0.04% | −6,377−68.8% | Reduced |
| Imprint Wealth LLC | 2,885 | $420.2K | 0.34% | 00.0% | Unchanged |
| Fragasso Group Inc. | 2,874 | $418.7K | 0.04% | −472−14.1% | Reduced |
| KPP Advisory Services LLC | 2,865 | $417.3K | 0.37% | +1,482+107.2% | Added |
| Crawford Investment Counsel Inc | 2,862 | $416.9K | 0.01% | −421−12.8% | Reduced |
| Alliance Wealth Advisors, LLC | 2,853 | $415.6K | 0.14% | +2,853 | New |
| Integrated Advisors Network LLC | 2,850 | $415.1K | 0.02% | −150−5.0% | Reduced |
| Wynn Capital, LLC | 2,822 | $411.1K | 0.34% | +2,822 | New |
| Flputnam Investment Management Co | 2,812 | $409.6K | 0.01% | +88+3.2% | Added |
| Fca Corp | 2,800 | $407.8K | 0.14% | 00.0% | Unchanged |
| Essex Savings Bank | 2,773 | $403.9K | 0.12% | +160+6.1% | Added |
| Angeles Investment Advisors, LLC | 2,761 | $402.2K | 0.02% | +2,761 | New |
| Verdence Capital Advisors LLC | 2,759 | $401.9K | 0.04% | −2,356−46.1% | Reduced |
| Graham Capital Management, L.P. | 2,754 | $401.1K | 0.01% | +2,754 | New |
| Checchi Capital Advisers, LLC | 2,734 | $398.2K | 0.03% | −323−10.6% | Reduced |
| O'Brien Greene & Co. Inc | 2,710 | $394.7K | 0.14% | −260−8.8% | Reduced |
| Beaumont Financial Advisors, LLC | 2,701 | $393.4K | 0.04% | −137−4.8% | Reduced |
| Dorchester Wealth Management Co | 2,665 | $388.2K | 0.07% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,641 | $384.7K | 0.00% | −1,630−38.2% | Reduced |
| BancorpSouth Bank | 2,626 | $382.5K | 0.03% | −40−1.5% | Reduced |