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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 884,297 | $131.5M | 0.04% | +27,389+3.2% | Added |
| UBS Group AG | 909,137 | $135.2M | 0.04% | −787,927−46.4% | Reduced |
| Envestnet Asset Management Inc | 1,052,831 | $156.6M | 0.06% | +299,253+39.7% | Added |
| Brown Brothers Harriman & Co | 1,059,671 | $157.6M | 1.21% | −20,523−1.9% | Reduced |
| Massachusetts Financial Services Co | 1,083,038 | $161.1M | 0.05% | +15,953+1.5% | Added |
| Royal Bank of Canada | 1,267,398 | $188.5M | 0.05% | +54,164+4.5% | Added |
| BlackRock Inc. | 1,322,997 | $196.8M | 0.00% | +880,510+199.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,360,408 | $202.3M | 2.00% | +5,700+0.4% | Added |
| London Co of Virginia | 1,420,625 | $211.3M | 1.11% | −32,320−2.2% | Reduced |
| Orbis Allan Gray Ltd | 1,540,996 | $229.2M | 1.37% | +1,540,996 | New |
| Wells Fargo & Company | 1,846,630 | $274.7M | 0.07% | −264,594−12.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,176,271 | $308.7M | 0.07% | +14,623+0.7% | Added |
| Clearbridge Investments, LLC | 2,351,654 | $349.8M | 0.28% | +154,497+7.0% | Added |
| Morgan Stanley | 2,602,269 | $387.1M | 0.03% | −126,877−4.6% | Reduced |
| FMR LLC | 4,843,067 | $720.4M | 0.05% | +1,264,874+35.3% | Added |
| Bank of America Corp | 5,099,126 | $758.4M | 0.07% | +686,525+15.6% | Added |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −297,170−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −103,300−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −67,550−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −51,317−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −35,005−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −30,377−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −28,179−100.0% | Sold out |
| Foresight Global Investors, Inc. | 0 | $0 | 0.00% | −24,663−100.0% | Sold out |
| M. Kulyk & Associates, LLC | 0 | $0 | 0.00% | −21,392−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −19,203−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −18,158−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −16,876−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −14,086−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,887−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Blue Square Asset Management, LLC | 0 | $0 | 0.00% | −7,213−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −7,155−100.0% | Sold out |
| SFM, LLC | 0 | $0 | 0.00% | −6,687−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −6,273−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −5,521−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −5,495−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,411−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −4,840−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −4,171−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,538−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −2,488−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −2,358−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Spinnaker Trust | 0 | $0 | 0.00% | −2,038−100.0% | Sold out |
| Tandem Capital Management Corp | 0 | $0 | 0.00% | −1,948−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,743−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −1,556−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Garrison Asset Management, LLC | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Philip James Wealth Mangement, LLC | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Northeast Investment Management | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Ables, Iannone, Moore & Associates, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |