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Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in Diageo PLC as of Mar 31, 2024. 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
1,016
+16 vs. Q4 2023
Shares held
59.5M
+3.98M (+7.2%) vs. Q4 2023
Total value
$8.79B
+$747.6M (+9.3%) vs. Q4 2023
New holders
106
364 more added
Sold out
90
369 more reduced

11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,016 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 heldQ1 2024: $8.79B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2023.

Institutions holding DEO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Badgley Phelps Wealth Managers, LLC0$960.00%0New
Global Assets Advisory, LLC23,503$1590.01%+23,503New
Palisade Asset Management, LLC4$5950.00%+4New
Kayne Anderson Rudnick Investment Management LLC5$7440.00%−84,557−100.0%Reduced
DHJJ Financial Advisors, Ltd.5$7440.00%00.0%Unchanged
NewSquare Capital LLC6$8920.00%00.0%Unchanged
Investors Research Corp7$1.04K0.00%00.0%Unchanged
POM Investment Strategies, LLC8$1.19K0.00%00.0%Unchanged
ClariVest Asset Management LLC8$1.20K0.00%00.0%Unchanged
Stephens Consulting, LLC9$1.34K0.00%00.0%Unchanged
TD Capital Management LLC10$1.49K0.00%00.0%Unchanged
Toth Financial Advisory Corp10$1.49K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC10$1.50K0.00%00.0%Unchanged
Abound Wealth Management11$1.64K0.00%−104−90.4%Reduced
Crewe Advisors LLC11$1.64K0.00%+11New
Center for Financial Planning, Inc.11$1.64K0.00%+11New
Carmichael Hill & Associates, Inc.12$1.78K0.00%00.0%Unchanged
Retirement Group, LLC12$1.78K0.00%00.0%Unchanged
DecisionPoint Financial, LLC14$1.94K0.00%00.0%Unchanged
Avion Wealth8$2.00K0.00%00.0%Unchanged
Wiser Advisor Group LLC14$2.10K0.00%−1−6.7%Reduced
Fairman Group, LLC16$2.41K0.00%00.0%Unchanged
American Capital Advisory, LLC16$2.90K0.00%+16New
ORG Partners LLC20$2.96K0.01%+20New
Eukles Asset Management20$2.98K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC20$2.98K0.00%00.0%Unchanged
First Pacific Financial20$3.01K0.00%+20New
RFP Financial Group LLC21$3.12K0.00%−25−54.3%Reduced
Caldwell Sutter Capital, Inc.21$3.12K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC21$3.12K0.00%00.0%Unchanged
Copeland Capital Management, LLC22$3.27K0.00%00.0%Unchanged
Aspire Private Capital, LLC22$3.27K0.00%00.0%Unchanged
Main Street Group, LTD23$3.44K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP25$3.72K0.00%00.0%Unchanged
Rakuten Securities, Inc.25$3.72K0.00%−19−43.2%Reduced
Tidemark, LLC25$3.72K0.00%00.0%Unchanged
TSFG, LLC30$4.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.28$4.17K0.00%00.0%Unchanged
Cornerstone Planning Group LLC32$4.40K0.00%−25−43.9%Reduced
IAG Wealth Partners, LLC30$4.46K0.00%−30−50.0%Reduced
Key Financial Inc30$4.46K0.00%00.0%Unchanged
FSA Wealth Management LLC30$4.46K0.00%00.0%Unchanged
Anfield Capital Management, LLC34$5.06K0.00%+34New
Sugarloaf Wealth Management, LLC35$5.21K0.00%00.0%Unchanged
Castleview Partners, LLC35$5.21K0.00%00.0%Unchanged
Manchester Capital Management LLC36$5.36K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.37$5.50K0.00%00.0%Unchanged
Leonteq Securities AG39$5.80K0.00%−146−78.9%Reduced
Godsey & Gibb Associates39$5.80K0.00%00.0%Unchanged
Global Wealth Strategies & Associates39$5.84K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.43$6.05K0.00%00.0%Unchanged
West Financial Advisors, LLC41$6.10K0.00%00.0%Unchanged
WealthCollab, LLC47$6.99K0.01%−12−20.3%Reduced
Pflug Koory, LLC47$6.99K0.00%00.0%Unchanged
NBT Bank N A48$7.14K0.00%00.0%Unchanged
Mascoma Wealth Management LLC48$7.14K0.00%00.0%Unchanged
Park Place Capital Corp48$7.14K0.00%00.0%Unchanged
Gold Investment Management Ltd.48$7.14K0.00%00.0%Unchanged
Tyler-Stone Wealth Management50$7.44K0.00%00.0%Unchanged
Register Financial Advisors LLC50$7.44K0.00%+50New
Oliver Lagore Vanvalin Investment Group53$7.88K0.00%00.0%Unchanged
Macquarie Group Ltd54$8.00K0.00%+5+10.2%Added
Vima LLC45$8.15K0.01%00.0%Unchanged
Valued Wealth Advisors LLC58$8.73K0.01%−16−21.6%Reduced
Red Tortoise LLC59$8.78K0.00%+59New
EntryPoint Capital, LLC61$9.07K0.01%−282−82.2%Reduced
Indiana Trust & Investment Management CO61$9.07K0.00%00.0%Unchanged
Hilltop National Bank61$9.07K0.00%+61New
Northwest Bank & Trust Co66$9.12K0.01%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc65$9.67K0.00%+65New
Tanglewood Legacy Advisors, LLC65$9.71K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC66$9.82K0.00%−275−80.6%Reduced
Annapolis Financial Services, LLC66$9.82K0.00%00.0%Unchanged
Cedar Wealth Management, LLC66$9.82K0.00%+66New
VisionPoint Advisory Group, LLC67$9.97K0.00%−14−17.3%Reduced
West Oak Capital, LLC70$10.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA65$10.0K0.00%00.0%Unchanged
Close Asset Management Ltd65$10.0K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC69$10.3K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC73$10.9K0.00%+46+170.4%Added
Coston, McIsaac & Partners75$11.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC73$11.0K0.00%+20+37.7%Added
North Star Investment Management Corp.74$11.0K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.82$11.4K0.01%00.0%Unchanged
Ninety One UK Ltd77$11.5K0.00%00.0%Unchanged
JJJ Advisors Inc.79$11.9K0.00%−175−68.9%Reduced
Capital Analysts, LLC79$12.0K0.00%+11+16.2%Added
Nemes Rush Group LLC82$12.2K0.00%−36−30.5%Reduced
Financial Synergies Wealth Advisors, Inc.83$12.3K0.00%−11−11.7%Reduced
Prestige Wealth Management Group LLC87$13.1K0.00%00.0%Unchanged
Quent Capital, LLC89$13.2K0.00%+89New
Bell Investment Advisors, Inc92$13.7K0.00%+9+10.8%Added
Raffa Wealth Management, LLC95$14.1K0.00%00.0%Unchanged
Nordwand Advisors, LLC95$14.1K0.01%00.0%Unchanged
Paradigm Asset Management Co LLC100$14.9K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$14.9K0.01%00.0%Unchanged
PFS Partners, LLC100$14.9K0.01%00.0%Unchanged
Cetera Trust Company, N.A100$14.9K0.01%00.0%Unchanged
Advantage Trust Co100$14.9K0.01%00.0%Unchanged
AlphaMark Advisors, LLC100$15.0K0.01%00.0%Unchanged