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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 1,772 | $258.1K | 0.11% | +38+2.2% | Added |
| Meridian Wealth Management, LLC | 1,760 | $256.4K | 0.02% | +1,760 | New |
| Ameritas Advisory Services, LLC | 1,749 | $256.1K | 0.01% | −56−3.1% | Reduced |
| Parkside Financial Bank & Trust | 1,757 | $255.9K | 0.05% | +198+12.7% | Added |
| Avestar Capital, LLC | 1,754 | $255.5K | 0.03% | +74+4.4% | Added |
| Schechter Investment Advisors, LLC | 1,752 | $255.2K | 0.02% | −386−18.1% | Reduced |
| Paragon Capital Management Ltd | 1,750 | $254.9K | 0.05% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,748 | $254.6K | 0.11% | +1,748 | New |
| Schrum Private Wealth Management LLC | 1,746 | $254.3K | 0.36% | −200−10.3% | Reduced |
| Old Mission Capital LLC | 1,743 | $253.9K | 0.01% | +1,743 | New |
| Great Valley Advisor Group, Inc. | 1,735 | $252.7K | 0.01% | +149+9.4% | Added |
| Harbour Investments, Inc. | 1,734 | $252.6K | 0.01% | +466+36.8% | Added |
| Old National Bancorp | 1,691 | $246.3K | 0.01% | +1,691 | New |
| Sigma Planning Corp | 1,690 | $246.2K | 0.02% | −2,352−58.2% | Reduced |
| Baldwin Investment Management, LLC | 1,685 | $245.4K | 0.04% | +200+13.5% | Added |
| Marcum Wealth, LLC | 1,683 | $245.1K | 0.03% | −660−28.2% | Reduced |
| Perigon Wealth Management, LLC | 1,654 | $241.0K | 0.01% | +282+20.6% | Added |
| Brandywine Oak Private Wealth LLC | 1,653 | $240.8K | 0.03% | −264−13.8% | Reduced |
| Anchor Investment Management, LLC | 1,644 | $239.5K | 0.03% | +250+17.9% | Added |
| Rathbone Brothers plc | 1,643 | $239.3K | 0.00% | −183−10.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,641 | $239.0K | 0.07% | −428−20.7% | Reduced |
| MONECO Advisors, LLC | 1,627 | $236.9K | 0.05% | +175+12.1% | Added |
| Greenfield Savings Bank | 1,625 | $236.7K | 0.14% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,599 | $232.9K | 0.00% | −35−2.1% | Reduced |
| Centaurus Financial, Inc. | 1,585 | $231.0K | 0.02% | +22+1.4% | Added |
| Hara Capital LLC | 1,585 | $230.9K | 0.16% | +1,585 | New |
| Keel Point, LLC | 1,584 | $230.7K | 0.03% | +128+8.8% | Added |
| BSW Wealth Partners | 1,581 | $230.3K | 0.05% | −457−22.4% | Reduced |
| Albert D Mason Inc | 1,576 | $230.0K | 0.15% | −44−2.7% | Reduced |
| SOL Capital Management CO | 1,580 | $230.0K | 0.03% | +75+5.0% | Added |
| Inscription Capital, LLC | 1,578 | $229.9K | 0.06% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 1,577 | $229.7K | 0.09% | −1,208−43.4% | Reduced |
| Bristlecone Advisors, LLC | 1,556 | $226.6K | 0.02% | −28−1.8% | Reduced |
| Norris Perne & French LLP | 1,555 | $226.5K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,551 | $225.9K | 0.07% | −100−6.1% | Reduced |
| First National Corp | 1,546 | $225.2K | 0.06% | −672−30.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,571 | $224.7K | 0.02% | +1,571 | New |
| Arden Trust Co | 1,542 | $224.6K | 0.03% | −2,649−63.2% | Reduced |
| Malaga Cove Capital, LLC | 1,539 | $224.2K | 0.09% | +50+3.4% | Added |
| Creative Financial Designs Inc | 1,536 | $223.7K | 0.02% | +1+0.1% | Added |
| M&R Capital Management Inc | 1,535 | $223.5K | 0.06% | +34+2.3% | Added |
| Financial & Tax Architects, LLC | 1,528 | $222.6K | 0.07% | −13−0.8% | Reduced |
| Cary Street Partners Asset Management LLC | 1,524 | $222.0K | 0.04% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,512 | $220.3K | 0.18% | +170+12.7% | Added |
| Coerente Capital Management | 1,510 | $219.9K | 0.04% | +1,510 | New |
| Schulhoff & Co Inc | 1,508 | $219.7K | 0.10% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,496 | $217.9K | 0.03% | +87+6.2% | Added |
| SG Americas Securities, LLC | 1,487 | $217.0K | 0.00% | +1,487 | New |
| Heartwood Wealth Advisors LLC | 1,481 | $215.7K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,480 | $215.6K | 0.01% | −230−13.5% | Reduced |
| Legacy Bridge, LLC | 1,477 | $215.1K | 0.14% | −225−13.2% | Reduced |
| Savant Capital, LLC | 1,470 | $214.1K | 0.00% | +1,470 | New |
| Carret Asset Management, LLC | 1,469 | $213.9K | 0.03% | −500−25.4% | Reduced |
| Garrison Asset Management, LLC | 1,466 | $213.5K | 0.12% | −29−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 1,465 | $213.4K | 0.01% | +1,465 | New |
| Legacy Capital Group California, Inc. | 1,465 | $213.4K | 0.08% | +1,465 | New |
| Philip James Wealth Mangement, LLC | 1,462 | $213.0K | 0.16% | +1,462 | New |
| Norway Savings Bank | 1,455 | $211.9K | 0.09% | −40−2.7% | Reduced |
| Legacy Financial Advisors, Inc. | 1,455 | $211.9K | 0.04% | +1,455 | New |
| Richwood Investment Advisors, LLC | 1,449 | $211.0K | 0.20% | −440−23.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,414 | $210.0K | 0.00% | +223+18.7% | Added |
| Horan Securities, Inc. | 1,437 | $209.3K | 0.11% | +31+2.2% | Added |
| LGL Partners, LLC | 1,434 | $208.9K | 0.03% | +1,434 | New |
| Resonant Capital Advisors, LLC | 1,433 | $208.7K | 0.02% | −107−6.9% | Reduced |
| Transatlantique Private Wealth LLC | 1,419 | $206.7K | 0.10% | +1,419 | New |
| Atomi Financial Group, Inc. | 1,403 | $204.4K | 0.03% | +1,403 | New |
| Aquatic Capital Management LLC | 1,400 | $204.0K | 0.01% | −9,100−86.7% | Reduced |
| Roberts Glore & Co Inc | 1,399 | $203.8K | 0.06% | +1,399 | New |
| Baker Boyer National Bank | 1,395 | $203.2K | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,393 | $202.9K | 0.07% | −4−0.3% | Reduced |
| Northeast Investment Management | 1,375 | $200.3K | 0.01% | −104−7.0% | Reduced |
| Birch Hill Investment Advisors LLC | 1,374 | $200.1K | 0.01% | +1,374 | New |
| Tacita Capital Inc | 1,350 | $196.6K | 0.15% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,334 | $194.3K | 0.07% | +230+20.8% | Added |
| Hazlett, Burt & Watson, Inc. | 1,345 | $194.0K | 0.13% | −340−20.2% | Reduced |
| Garde Capital, Inc. | 1,326 | $193.0K | 0.01% | +216+19.5% | Added |
| IFP Advisors, Inc | 1,315 | $191.5K | 0.01% | −132−9.1% | Reduced |
| Webster Bank, N. A. | 1,291 | $188.0K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,285 | $187.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,218 | $177.4K | 0.01% | +213+21.2% | Added |
| Harbor Investment Advisory, LLC | 1,217 | $177.2K | 0.02% | +1+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $174.8K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 1,194 | $173.9K | 0.00% | −53−4.3% | Reduced |
| CVA Family Office, LLC | 1,165 | $169.7K | 0.03% | +1,165 | New |
| SOA Wealth Advisors, LLC. | 1,160 | $169.0K | 0.04% | +17+1.5% | Added |
| Hills Bank & Trust Co | 1,157 | $168.5K | 0.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,101 | $160.4K | 0.00% | +581+111.7% | Added |
| GHP Investment Advisors, Inc. | 1,089 | $158.6K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,049 | $152.8K | 0.04% | +131+14.3% | Added |
| Credit Agricole S A | 1,000 | $145.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 988 | $143.9K | 0.01% | +5+0.5% | Added |
| Rosenberg Matthew Hamilton | 948 | $138.1K | 0.04% | −184−16.3% | Reduced |
| Salem Investment Counselors Inc | 948 | $138.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 942 | $137.2K | 0.00% | +272+40.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 929 | $135.3K | 0.06% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 915 | $133.3K | 0.02% | +915 | New |
| Elgethun Capital Management | 911 | $132.7K | 0.04% | +12+1.3% | Added |
| Family Capital Trust Co | 900 | $131.1K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 861 | $125.4K | 0.00% | −79−8.4% | Reduced |
| Washington Trust Co | 838 | $122.1K | 0.00% | −39−4.4% | Reduced |