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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
Clearstead Advisors, LLC2,626$382.5K0.02%+57+2.2%Added
Lincoln National Corp2,597$378.3K0.01%+398+18.1%Added
Mission Wealth Management, LP2,595$378.0K0.01%−57−2.1%Reduced
Formidable Asset Management, LLC2,590$377.3K0.08%+2,590New
Principal Street Partners, LLC2,559$372.8K0.09%−2,695−51.3%Reduced
Alan B. Lancz & Associates, Inc.2,550$371.4K0.39%00.0%Unchanged
Private Trust Co NA2,535$369.3K0.04%+40+1.6%Added
Catalytic Wealth RIA, LLC2,526$367.9K0.17%+2,526New
SeaBridge Investment Advisors LLC2,525$367.8K0.11%+2,525New
Financial Counselors Inc2,502$364.4K0.01%+21+0.8%Added
3Chopt Investment Partners, LLC2,492$363.0K0.13%+2,492New
Americana Partners, LLC2,488$362.4K0.03%−933−27.3%Reduced
Pictet North America Advisors SA2,479$361.1K0.05%−1,730−41.1%Reduced
Lester Murray Antman dba SimplyRich2,481$361.0K0.12%−48−1.9%Reduced
Alliancebernstein L.P.2,441$355.6K0.00%−76−3.0%Reduced
Pinnacle West Asset Management, Inc.2,435$355.0K0.30%+205+9.2%Added
Qtron Investments LLC2,418$352.2K0.06%00.0%Unchanged
Forum Financial Management, LP2,412$351.3K0.01%00.0%Unchanged
Spire Wealth Management2,536$351.1K0.01%+284+12.6%Added
InterOcean Capital Group, LLC2,403$350.0K0.01%−450−15.8%Reduced
ProVise Management Group, LLC2,395$348.9K0.03%+6+0.3%Added
GeoWealth Management, LLC2,386$348.0K0.03%+2,386New
Sunbelt Securities, Inc.2,385$347.4K0.04%−50−2.1%Reduced
Tritonpoint Wealth, LLC2,381$346.8K0.03%+2,381New
CWM, LLC2,376$346.0K0.00%−224−8.6%Reduced
WealthPLAN Partners, LLC2,358$343.5K0.04%−37,347−94.1%Reduced
McDonald Partners LLC2,353$342.7K0.10%−362−13.3%Reduced
Inlet Private Wealth, LLC2,350$342.3K0.10%−158−6.3%Reduced
Merit Financial Group, LLC2,341$341.0K0.01%+701+42.7%Added
Moneta Group Investment Advisors LLC2,338$340.5K0.01%−142−5.7%Reduced
Wedbush Securities Inc2,319$338.0K0.01%−176−7.1%Reduced
Brasada Capital Management, LP2,292$333.9K0.07%−3,915−63.1%Reduced
Advocate Group LLC2,280$332.1K0.07%−12−0.5%Reduced
Trexquant Investment LP2,278$331.8K0.01%+2,278New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,243$326.8K0.06%+72+3.3%Added
MJP Associates Inc2,202$320.8K0.09%+460+26.4%Added
Hardman Johnston Global Advisors LLC2,200$320.5K0.01%00.0%Unchanged
Lantern Wealth Advisors, LLC2,200$320.5K0.25%+2,200New
Western Wealth Management, LLC2,188$318.7K0.02%−371−14.5%Reduced
NTV Asset Management LLC2,175$316.8K0.05%00.0%Unchanged
EP Wealth Advisors, LLC2,167$315.6K0.00%−677−23.8%Reduced
Aptus Capital Advisors, LLC2,160$314.6K0.01%+38+1.8%Added
Coastal Investment Advisors, Inc.2,153$313.6K0.07%−1,136−34.5%Reduced
Vident Advisory, LLC2,150$313.2K0.01%−576−21.1%Reduced
Arete Wealth Advisors, LLC2,132$310.5K0.02%−19−0.9%Reduced
Founders Financial Alliance, LLC2,129$310.1K0.12%−274−11.4%Reduced
Mount Yale Investment Advisors, LLC2,128$310.0K0.03%−243−10.2%Reduced
RSM US Wealth Management LLC2,118$308.5K0.01%−28−1.3%Reduced
Quad-Cities Investment Group, LLC2,140$306.0K0.19%−192−8.2%Reduced
Shelton Capital Management2,090$304.4K0.01%−100−4.6%Reduced
Dana Investment Advisors, Inc.2,085$303.7K0.01%−711−25.4%Reduced
J.W. Cole Advisors, Inc.2,080$303.1K0.02%−58−2.7%Reduced
Scientech Research LLC2,078$302.8K0.30%+2,078New
Abbot Financial Management, Inc.2,075$302.2K0.18%00.0%Unchanged
Equitable Holdings, Inc.2,056$299.5K0.00%+138+7.2%Added
Ruggaard & Associates LLC2,044$297.7K0.16%00.0%Unchanged
Spinnaker Trust2,038$296.9K0.02%−80−3.8%Reduced
Laraway Financial Inc2,032$296.0K0.28%00.0%Unchanged
180 Wealth Advisors, LLC2,054$295.9K0.06%+21+1.0%Added
Beacon Financial Group2,029$295.5K0.04%+2,029New
Chicago Partners Investment Group LLC2,140$294.3K0.01%−24−1.1%Reduced
Aspiriant, LLC2,019$294.1K0.01%−301−13.0%Reduced
TFG Advisers LLC2,011$293.0K0.12%−70−3.4%Reduced
Nicholas Hoffman & Company, LLC.2,009$292.6K0.02%−148−6.9%Reduced
Fort Washington Investment Advisors Inc2,000$291.3K0.00%00.0%Unchanged
Headinvest, LLC1,997$290.9K0.06%00.0%Unchanged
Henshaw Capital LLC1,991$290.0K0.02%−160−7.4%Reduced
Jeppson Wealth Management, LLC1,986$289.3K0.12%+111+5.9%Added
Grove Bank & Trust1,978$288.1K0.05%−96−4.6%Reduced
Doliver Advisors, LP1,957$285.1K0.09%−140−6.7%Reduced
GAMMA Investing LLC1,974$284.8K0.08%+1,974New
Concentric Wealth Management, LLC1,950$284.0K0.08%00.0%Unchanged
Tandem Capital Management Corp1,948$283.7K0.18%−8,344−81.1%Reduced
First City Capital Management, Inc.1,934$281.7K0.16%00.0%Unchanged
Five Oceans Advisors1,932$281.4K0.16%+573+42.2%Added
Carnegie Capital Asset Management, LLC1,926$280.6K0.01%−100−4.9%Reduced
LCNB Corp1,926$280.5K0.11%00.0%Unchanged
Willner & Heller, LLC1,914$278.8K0.31%+1,914New
KCM Investment Advisors LLC1,899$276.6K0.01%−171−8.3%Reduced
Catalyst Financial Partners LLC1,889$275.2K0.08%−569−23.1%Reduced
Strategic Global Advisors, LLC1,888$275.0K0.06%−721−27.6%Reduced
Sage Rhino Capital LLC1,886$274.7K0.07%+27+1.5%Added
Financial Advocates Investment Management1,880$273.9K0.02%−13−0.7%Reduced
Gallacher Capital Management LLC1,877$273.4K0.15%+89+5.0%Added
Clarius Group, LLC1,875$273.1K0.02%−653−25.8%Reduced
Hilltop Holdings Inc.1,869$272.2K0.03%−78−4.0%Reduced
Pitcairn Co1,862$271.2K0.02%+1,862New
Carson Advisory Inc.1,861$271.1K0.21%+1,861New
Aries Wealth Management1,856$270.3K0.10%−208−10.1%Reduced
PDS Planning, Inc1,852$269.8K0.03%−213−10.3%Reduced
Capital Investment Advisory Services, LLC1,834$267.1K0.02%−110−5.7%Reduced
Roman Butler Fullerton & Co1,842$266.3K0.10%−86−4.5%Reduced
Atlas Wealth Partners, LLC1,840$266.0K1.47%00.0%Unchanged
Wexford Capital LP1,826$266.0K0.06%+1,826New
Buckingham Strategic Wealth, LLC1,825$265.8K0.00%+161+9.7%Added
Golden State Equity Partners1,815$264.4K0.06%+1,815New
Argent Trust Co1,802$262.5K0.01%+73+4.2%Added
FirstPurpose Wealth LLC1,789$260.6K0.10%+1,789New
Dearborn Partners LLC1,786$260.1K0.01%−324−15.4%Reduced
Wealthcare Advisory Partners LLC1,775$258.6K0.01%−105−5.6%Reduced