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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 103 | $15.3K | 0.00% | −8−7.2% | Reduced |
| Silicon Valley Capital Partners | 107 | $15.9K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 112 | $16.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $16.8K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 119 | $17.8K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 122 | $18.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 124 | $18.4K | 0.02% | +13+11.7% | Added |
| Laurel Wealth Advisors LLC | 130 | $19.3K | 0.00% | +120+1,200.0% | Added |
| Sachetta, LLC | 135 | $19.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 134 | $19.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 135 | $20.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 142 | $21.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 144 | $21.4K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 149 | $22.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 150 | $22.3K | 0.01% | +9+6.4% | Added |
| Bellevue Asset Management, LLC | 158 | $23.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 159 | $24.0K | 0.00% | +98+160.7% | Added |
| BNP Paribas Arbitrage, SA | 163 | $24.2K | 0.00% | −344−67.9% | Reduced |
| MCF Advisors LLC | 165 | $24.8K | 0.00% | −35−17.5% | Reduced |
| Motco | 168 | $25.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 167 | $25.1K | 0.00% | −37,541−99.6% | Reduced |
| Scarborough Advisors, LLC | 173 | $25.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 175 | $26.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 178 | $26.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 193 | $28.7K | 0.01% | +171+777.3% | Added |
| Cambridge Trust Co | 197 | $29.3K | 0.00% | −1,021−83.8% | Reduced |
| Concord Wealth Partners | 197 | $29.3K | 0.01% | +197 | New |
| FinTrust Capital Advisors, LLC | 199 | $29.6K | 0.01% | −14−6.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $29.7K | 0.02% | −1,000−83.3% | Reduced |
| Old Second National Bank of Aurora | 200 | $29.7K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $29.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $29.7K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 214 | $31.9K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 218 | $32.4K | 0.02% | −66−23.2% | Reduced |
| Albion Financial Group | 234 | $34.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 236 | $35.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 237 | $35.3K | 0.02% | −11−4.4% | Reduced |
| Venturi Wealth Management, LLC | 245 | $36.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 252 | $36.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 248 | $37.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 250 | $37.2K | 0.00% | −172−40.8% | Reduced |
| Country Trust Bank | 250 | $37.2K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 264 | $39.3K | 0.03% | −69−20.7% | Reduced |
| City State Bank | 269 | $40.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 271 | $40.3K | 0.01% | +54+24.9% | Added |
| Front Row Advisors LLC | 271 | $40.7K | 0.02% | +271 | New |
| CoreFirst Bank & Trust | 292 | $43.4K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 303 | $44.1K | 0.02% | −94−23.7% | Reduced |
| WR Wealth Planners, LLC | 300 | $44.6K | 0.01% | +300 | New |
| Chilton Capital Management LLC | 311 | $46.3K | 0.00% | −202−39.4% | Reduced |
| Evermay Wealth Management LLC | 312 | $46.4K | 0.01% | +312 | New |
| Baldwin Brothers Inc | 315 | $46.9K | 0.00% | −181−36.5% | Reduced |
| Zions Bancorporation, N.A. | 317 | $47.2K | 0.00% | −40−11.2% | Reduced |
| Larson Financial Group LLC | 322 | $47.9K | 0.00% | −26−7.5% | Reduced |
| Oakworth Capital, Inc. | 329 | $48.9K | 0.00% | +14+4.4% | Added |
| City Holding Co | 350 | $52.1K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $52.1K | 0.00% | +170+94.4% | Added |
| McIlrath & Eck, LLC | 363 | $54.0K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 366 | $54.4K | 0.00% | −49,364−99.3% | Reduced |
| Smartleaf Asset Management LLC | 368 | $55.0K | 0.01% | +94+34.3% | Added |
| Resources Management Corp | 385 | $57.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 384 | $57.2K | 0.03% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 381 | $57.3K | 0.05% | +81+27.0% | Added |
| NBC Securities, Inc. | 403 | $59.0K | 0.01% | −383−48.7% | Reduced |
| Piscataqua Savings Bank | 398 | $59.2K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 400 | $59.5K | 0.02% | −265−39.8% | Reduced |
| JCIC Asset Management Inc. | 400 | $59.5K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $59.5K | 0.03% | 00.0% | Unchanged |
| Standard Family Office LLC | 402 | $59.8K | 0.08% | +402 | New |
| Smithfield Trust Co | 411 | $60.0K | 0.00% | +47+12.9% | Added |
| Group One Trading, L.P. | 406 | $60.4K | 0.00% | +148+57.4% | Added |
| AdvisorNet Financial, Inc | 429 | $63.8K | 0.01% | −315−42.3% | Reduced |
| Mather Group, LLC. | 443 | $64.5K | 0.00% | +443 | New |
| Salomon & Ludwin, LLC | 457 | $68.0K | 0.01% | −37−7.5% | Reduced |
| Tortoise Investment Management, LLC | 479 | $71.2K | 0.01% | −12−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 500 | $74.4K | 0.01% | −129−20.5% | Reduced |
| Tompkins Financial Corp | 500 | $74.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 500 | $74.4K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 510 | $75.9K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 513 | $76.3K | 0.04% | +513 | New |
| Solstein Capital, LLC | 518 | $77.0K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 575 | $85.5K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 581 | $86.4K | 0.01% | +198+51.7% | Added |
| Walleye Capital LLC | 584 | $86.9K | 0.00% | +584 | New |
| Hall Laurie J Trustee | 597 | $88.0K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 604 | $88.6K | 0.00% | +18+3.1% | Added |
| Trifecta Capital Advisors, LLC | 600 | $89.2K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 611 | $90.9K | 0.01% | +38+6.6% | Added |
| ICA Group Wealth Management, LLC | 618 | $91.9K | 0.02% | −29−4.5% | Reduced |
| Fernwood Investment Management, LLC | 636 | $94.6K | 0.03% | +636 | New |
| Eagle Bay Advisors LLC | 633 | $95.2K | 0.06% | +295+87.3% | Added |
| Blume Capital Management, Inc. | 670 | $99.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 680 | $101.1K | 0.03% | +225+49.5% | Added |
| New Covenant Trust Company, N.A. | 688 | $102.3K | 0.10% | +688 | New |
| Washington Trust Co | 698 | $103.8K | 0.00% | −140−16.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 700 | $104.1K | 0.08% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 722 | $107.4K | 0.00% | −78,277−99.1% | Reduced |
| Walleye Trading LLC | 745 | $110.8K | 0.00% | +745 | New |
| Bokf, NA | 755 | $111.6K | 0.00% | −106−12.3% | Reduced |