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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 800 | $117.0K | 0.05% | +800 | New |
| Tower Research Capital LLC (TRC) | 802 | $116.8K | 0.00% | −284−26.2% | Reduced |
| Russell Investments Group, Ltd. | 796 | $115.9K | 0.00% | +134+20.2% | Added |
| NBC Securities, Inc. | 786 | $114.0K | 0.01% | +1+0.1% | Added |
| AdvisorNet Financial, Inc | 744 | $108.4K | 0.01% | +31+4.3% | Added |
| Garner Asset Management Corp | 705 | $104.2K | 0.05% | +705 | New |
| EverSource Wealth Advisors, LLC | 702 | $102.2K | 0.01% | +85+13.8% | Added |
| LFA - Lugano Financial Advisors SA | 700 | $102.0K | 0.08% | −41−5.5% | Reduced |
| Hexagon Capital Partners LLC | 686 | $99.9K | 0.02% | +372+118.5% | Added |
| Blume Capital Management, Inc. | 670 | $97.6K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 665 | $96.9K | 0.04% | −5−0.7% | Reduced |
| ICA Group Wealth Management, LLC | 647 | $94.2K | 0.02% | +647 | New |
| JFS Wealth Advisors, LLC | 629 | $91.6K | 0.01% | +127+25.3% | Added |
| Carolinas Wealth Consulting LLC | 37,708 | $89.2K | 0.02% | −39−0.1% | Reduced |
| Hollencrest Capital Management | 600 | $87.4K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 600 | $87.4K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 597 | $87.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 606 | $86.0K | 0.00% | −8−1.3% | Reduced |
| First Command Advisory Services, Inc. | 586 | $85.4K | 0.00% | +266+83.1% | Added |
| S.A. Mason LLC | 575 | $83.8K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 573 | $83.5K | 0.01% | +573 | New |
| Tradition Wealth Management, LLC | 533 | $78.0K | 0.01% | +4+0.8% | Added |
| Assetmark, Inc | 531 | $77.3K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 518 | $75.5K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 513 | $74.7K | 0.00% | −16−3.0% | Reduced |
| Provenance Wealth Advisors, LLC | 510 | $74.3K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 507 | $73.8K | 0.00% | +232+84.4% | Added |
| Salomon & Ludwin, LLC | 494 | $73.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 500 | $72.8K | 0.02% | −97−16.2% | Reduced |
| Tompkins Financial Corp | 500 | $72.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 496 | $72.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 491 | $71.5K | 0.01% | −20−3.9% | Reduced |
| Resurgent Financial Advisors LLC | 469 | $68.3K | 0.04% | −4−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 455 | $66.3K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 450 | $65.5K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 431 | $63.0K | 0.01% | +7+1.7% | Added |
| Geneos Wealth Management Inc. | 426 | $62.0K | 0.00% | −131−23.5% | Reduced |
| American National Bank | 422 | $61.5K | 0.01% | −609−59.1% | Reduced |
| JCIC Asset Management Inc. | 400 | $58.3K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $58.3K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 398 | $58.0K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 384 | $56.0K | 0.03% | +1+0.3% | Added |
| Resources Management Corp | 385 | $56.0K | 0.01% | −100−20.6% | Reduced |
| Pacifica Partners Inc. | 397 | $55.9K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 383 | $55.8K | 0.01% | −15−3.8% | Reduced |
| Smithfield Trust Co | 364 | $53.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 363 | $52.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 357 | $52.0K | 0.00% | +11+3.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 350 | $51.0K | 0.04% | +350 | New |
| City Holding Co | 350 | $51.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 348 | $50.7K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 343 | $50.0K | 0.05% | +343 | New |
| Plante Moran Financial Advisors, LLC | 341 | $49.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 338 | $49.2K | 0.03% | +30+9.7% | Added |
| Planning Capital Management Corp | 333 | $48.5K | 0.04% | +333 | New |
| Voisard Asset Management Group, Inc. | 320 | $46.6K | 0.03% | +320 | New |
| Oakworth Capital, Inc. | 315 | $45.9K | 0.00% | −42−11.8% | Reduced |
| Accent Capital Management, LLC | 300 | $43.7K | 0.03% | +300 | New |
| CoreFirst Bank & Trust | 292 | $42.5K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 284 | $41.3K | 0.03% | +2+0.7% | Added |
| City State Bank | 269 | $39.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 258 | $37.6K | 0.00% | +258 | New |
| JJJ Advisors Inc. | 254 | $37.0K | 0.01% | −18−6.6% | Reduced |
| Armstrong Advisory Group, Inc | 252 | $36.8K | 0.00% | −39−13.4% | Reduced |
| Country Trust Bank | 250 | $36.4K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 248 | $36.1K | 0.03% | +248 | New |
| O'Dell Group, LLC | 247 | $36.0K | 0.01% | +247 | New |
| Pin Oak Investment Advisors Inc | 248 | $36.0K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 245 | $35.7K | 0.00% | −116−32.1% | Reduced |
| Albion Financial Group | 234 | $34.1K | 0.00% | +4+1.7% | Added |
| Centerpoint Advisors, LLC | 236 | $34.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 229 | $33.0K | 0.00% | −171−42.8% | Reduced |
| Addison Advisors LLC | 217 | $31.6K | 0.01% | +107+97.3% | Added |
| Financial Perspectives, Inc | 214 | $31.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $31.0K | 0.01% | +37+21.0% | Added |
| MCF Advisors LLC | 200 | $29.1K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $29.1K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $29.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $29.1K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 200 | $29.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 191 | $27.8K | 0.00% | −92−32.5% | Reduced |
| Leonteq Securities AG | 185 | $26.9K | 0.00% | −103−35.8% | Reduced |
| Planned Solutions, Inc. | 185 | $26.9K | 0.01% | +185 | New |
| Compagnie Lombard Odier SCmA | 180 | $26.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 178 | $25.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 175 | $25.5K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 173 | $25.2K | 0.01% | +173 | New |
| Motco | 168 | $24.5K | 0.00% | −298−63.9% | Reduced |
| Cape Investment Advisory, Inc. | 168 | $24.5K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 164 | $23.9K | 0.00% | +2+1.2% | Added |
| Bellevue Asset Management, LLC | 158 | $23.1K | 0.02% | −134−45.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 152 | $22.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 149 | $21.7K | 0.01% | +50+50.5% | Added |
| Boyd Watterson Asset Management LLC | 144 | $21.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 143 | $20.8K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 142 | $20.6K | 0.01% | −17−10.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 141 | $20.5K | 0.01% | +110+354.8% | Added |
| Adirondack Trust Co | 134 | $20.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 135 | $19.7K | 0.00% | 00.0% | Unchanged |