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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 805 | $119.7K | 0.03% | +119+17.3% | Added |
| Garde Capital, Inc. | 847 | $125.0K | 0.01% | −479−36.1% | Reduced |
| Anchor Investment Management, LLC | 844 | $125.5K | 0.01% | −800−48.7% | Reduced |
| Proequities, Inc. | 848 | $127.5K | 0.01% | +738+670.9% | Added |
| Rosenberg Matthew Hamilton | 879 | $129.9K | 0.04% | −69−7.3% | Reduced |
| Family Capital Trust Co | 900 | $133.9K | 0.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 911 | $135.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 929 | $138.2K | 0.06% | 00.0% | Unchanged |
| Credit Agricole S A | 1,000 | $140.8K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,000 | $148.7K | 0.05% | +1,000 | New |
| SOA Wealth Advisors, LLC. | 1,042 | $155.0K | 0.03% | −118−10.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,089 | $162.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,107 | $164.7K | 0.03% | −58−5.0% | Reduced |
| New York State Common Retirement Fund | 1,130 | $168.1K | 0.00% | −5,215−82.2% | Reduced |
| Hills Bank & Trust Co | 1,131 | $168.2K | 0.01% | −26−2.2% | Reduced |
| Russell Investments Group, Ltd. | 1,136 | $168.9K | 0.00% | +340+42.7% | Added |
| Harbor Investment Advisory, LLC | 1,146 | $170.4K | 0.02% | −71−5.8% | Reduced |
| Allworth Financial LP | 1,152 | $171.4K | 0.00% | −42−3.5% | Reduced |
| Salem Investment Counselors Inc | 1,174 | $176.5K | 0.01% | +226+23.8% | Added |
| Webster Bank, N. A. | 1,191 | $177.1K | 0.02% | −100−7.7% | Reduced |
| Deutsche Bank AG | 1,254 | $186.5K | 0.00% | −2,061−62.2% | Reduced |
| Legacy Bridge, LLC | 1,277 | $189.9K | 0.11% | −200−13.5% | Reduced |
| St Germain D J Co Inc | 1,285 | $191.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,288 | $191.6K | 0.01% | −27−2.1% | Reduced |
| Continuum Advisory, LLC | 1,355 | $193.5K | 0.03% | +1,355 | New |
| Hazlett, Burt & Watson, Inc. | 1,345 | $199.0K | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,338 | $199.0K | 0.01% | −12,060−90.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,350 | $200.8K | 0.00% | −5,360−79.9% | Reduced |
| Tacita Capital Inc | 1,350 | $200.8K | 0.14% | 00.0% | Unchanged |
| Arden Trust Co | 1,374 | $204.4K | 0.03% | −168−10.9% | Reduced |
| Birch Hill Investment Advisors LLC | 1,374 | $204.4K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 1,383 | $205.0K | 0.00% | +1,383 | New |
| Park National Corp | 1,380 | $205.3K | 0.01% | +1,380 | New |
| Dana Investment Advisors, Inc. | 1,385 | $206.0K | 0.01% | −700−33.6% | Reduced |
| M&R Capital Management Inc | 1,385 | $206.3K | 0.05% | −150−9.8% | Reduced |
| Nomura Holdings Inc | 1,391 | $206.9K | 0.00% | +1,391 | New |
| Baker Boyer National Bank | 1,395 | $207.5K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,396 | $207.6K | 0.02% | +1,396 | New |
| Richwood Investment Advisors, LLC | 1,398 | $208.0K | 0.18% | −51−3.5% | Reduced |
| Roberts Glore & Co Inc | 1,399 | $208.1K | 0.06% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,401 | $208.4K | 0.09% | +1,401 | New |
| Personal Cfo Solutions, LLC | 1,402 | $208.6K | 0.03% | +1,402 | New |
| Kirtland Hills Capital Management, LLC | 1,488 | $209.1K | 0.18% | +1,488 | New |
| Tucker Asset Management LLC | 1,406 | $209.1K | 0.05% | +357+34.0% | Added |
| FirstPurpose Wealth LLC | 1,473 | $209.6K | 0.08% | −316−17.7% | Reduced |
| Tranquilli Financial Advisor LLC | 1,419 | $211.1K | 0.14% | +1,419 | New |
| Sage Mountain Advisors LLC | 1,422 | $211.5K | 0.02% | +1,422 | New |
| Brighton Jones LLC | 1,434 | $213.2K | 0.01% | +1,434 | New |
| Horan Securities, Inc. | 1,446 | $215.0K | 0.10% | +9+0.6% | Added |
| AE Wealth Management LLC | 1,449 | $215.5K | 0.00% | −4,773−76.7% | Reduced |
| Carret Asset Management, LLC | 1,469 | $218.4K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,558 | $219.1K | 0.01% | −191−10.9% | Reduced |
| Heartwood Wealth Advisors LLC | 1,481 | $220.3K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,481 | $220.3K | 0.07% | +147+11.0% | Added |
| Foster Victor Wealth Advisors, LLC | 1,571 | $221.3K | 0.02% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,584 | $222.3K | 0.06% | −305−16.1% | Reduced |
| Schulhoff & Co Inc | 1,508 | $224.3K | 0.10% | 00.0% | Unchanged |
| First National Corp | 1,546 | $225.2K | 0.06% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,518 | $225.8K | 0.09% | −21−1.4% | Reduced |
| Founders Financial Alliance, LLC | 1,539 | $228.9K | 0.07% | −590−27.7% | Reduced |
| MONECO Advisors, LLC | 1,539 | $228.9K | 0.04% | −88−5.4% | Reduced |
| Cary Street Partners Asset Management LLC | 1,546 | $230.0K | 0.04% | +22+1.4% | Added |
| Newman Dignan & Sheerar, Inc. | 1,551 | $230.7K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,553 | $231.0K | 0.17% | +41+2.7% | Added |
| Creative Financial Designs Inc | 1,554 | $231.1K | 0.02% | +18+1.2% | Added |
| Norris Perne & French LLP | 1,555 | $231.3K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,557 | $231.6K | 0.07% | +164+11.8% | Added |
| Albert D Mason Inc | 1,559 | $232.0K | 0.14% | −17−1.1% | Reduced |
| TFG Advisers LLC | 1,564 | $232.6K | 0.09% | −447−22.2% | Reduced |
| Sanders Morris Harris LLC | 1,565 | $232.8K | 0.04% | +1,565 | New |
| EverSource Wealth Advisors, LLC | 1,685 | $232.9K | 0.02% | +983+140.0% | Added |
| LCNB Corp | 1,568 | $233.2K | 0.08% | −358−18.6% | Reduced |
| Paragon Capital Management Ltd | 1,575 | $234.3K | 0.04% | −175−10.0% | Reduced |
| Legacy Capital Group California, Inc. | 1,576 | $234.4K | 0.09% | +111+7.6% | Added |
| Henry James International Management, Inc. | 1,577 | $234.6K | 0.07% | 00.0% | Unchanged |
| SOL Capital Management CO | 1,580 | $235.0K | 0.03% | 00.0% | Unchanged |
| Hara Capital LLC | 1,585 | $235.8K | 0.14% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,593 | $236.9K | 0.00% | −50−3.0% | Reduced |
| Point72 Asset Management, L.P. | 1,600 | $238.0K | 0.00% | +1,600 | New |
| Earnest Partners LLC | 1,604 | $238.6K | 0.00% | +5+0.3% | Added |
| Argonautica Private Wealth Management, Inc | 1,609 | $239.3K | 0.09% | −163−9.2% | Reduced |
| Greenfield Savings Bank | 1,625 | $241.7K | 0.13% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,628 | $242.1K | 0.02% | −9,883−85.9% | Reduced |
| Roman Butler Fullerton & Co | 1,710 | $243.0K | 0.09% | −132−7.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,643 | $244.4K | 0.03% | −10−0.6% | Reduced |
| Keel Point, LLC | 1,643 | $244.4K | 0.03% | +59+3.7% | Added |
| Bryn Mawr Trust Co | 1,644 | $244.5K | 0.01% | +1,644 | New |
| Intrust Bank NA | 1,649 | $245.3K | 0.03% | −1,863−53.0% | Reduced |
| Resonant Capital Advisors, LLC | 1,632 | $245.4K | 0.02% | +199+13.9% | Added |
| Western Wealth Management, LLC | 1,662 | $247.3K | 0.02% | −526−24.0% | Reduced |
| Cascade Financial Partners, LLC | 1,814 | $248.6K | 0.04% | +1,814 | New |
| Henshaw Capital LLC | 1,681 | $250.0K | 0.01% | −310−15.6% | Reduced |
| Great Valley Advisor Group, Inc. | 1,702 | $253.0K | 0.01% | −33−1.9% | Reduced |
| Atlas Wealth Partners, LLC | 1,825 | $254.0K | 1.38% | −15−0.8% | Reduced |
| Inscription Capital, LLC | 1,708 | $254.0K | 0.04% | +130+8.2% | Added |
| Kingsview Wealth Management, LLC | 1,708 | $254.0K | 0.01% | +228+15.4% | Added |
| Credit Suisse AG | 1,713 | $254.8K | 0.00% | +1,713 | New |
| Harbour Investments, Inc. | 1,713 | $254.9K | 0.01% | −21−1.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,726 | $256.7K | 0.01% | +1,726 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,743 | $259.3K | 0.04% | +1,743 | New |