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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
Vontobel Holding Ltd.1,767$262.9K0.00%+1,767New
Clarius Group, LLC1,780$264.8K0.02%−95−5.1%Reduced
Pitcairn Co1,795$267.0K0.02%−67−3.6%Reduced
Doliver Advisors, LP1,821$270.9K0.08%−136−6.9%Reduced
Parkside Financial Bank & Trust1,835$272.9K0.04%+78+4.4%Added
Aries Wealth Management1,836$273.1K0.09%−20−1.1%Reduced
Hilltop Holdings Inc.1,847$274.7K0.03%−22−1.2%Reduced
Jeppson Wealth Management, LLC1,856$276.1K0.11%−130−6.5%Reduced
DRW Securities, LLC1,863$277.1K0.02%+1,863New
Aspiriant, LLC1,865$277.4K0.01%−154−7.6%Reduced
Strategic Global Advisors, LLC1,872$278.4K0.06%−16−0.8%Reduced
PDS Planning, Inc1,884$280.3K0.03%+32+1.7%Added
Avestar Capital, LLC1,889$281.0K0.03%+135+7.7%Added
KCM Investment Advisors LLC1,892$281.4K0.01%−7−0.4%Reduced
Willner & Heller, LLC1,914$284.7K0.28%00.0%Unchanged
Abbot Financial Management, Inc.1,925$286.3K0.16%−150−7.2%Reduced
Vident Advisory, LLC1,926$286.5K0.01%−224−10.4%Reduced
Five Oceans Advisors1,932$287.4K0.15%00.0%Unchanged
First City Capital Management, Inc.1,934$287.7K0.16%00.0%Unchanged
Schrum Private Wealth Management LLC1,946$289.4K0.26%+200+11.5%Added
Concentric Wealth Management, LLC1,950$290.0K0.08%00.0%Unchanged
Capital Investment Advisory Services, LLC1,954$290.6K0.03%+120+6.5%Added
Sage Rhino Capital LLC1,955$290.8K0.07%+69+3.7%Added
Equitable Holdings, Inc.1,962$291.8K0.00%−94−4.6%Reduced
Hancock Whitney Corp1,966$292.4K0.01%+1,966New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,968$292.8K0.05%−275−12.3%Reduced
Hartline Investment Corp1,968$292.8K0.05%+1,968New
Shelton Capital Management1,990$296.0K0.01%−100−4.8%Reduced
Headinvest, LLC1,997$297.0K0.06%00.0%Unchanged
Arkadios Wealth Advisors1,998$297.1K0.02%+1,998New
Fort Washington Investment Advisors Inc2,006$298.4K0.00%+6+0.3%Added
Guardian Wealth Advisors, LLC2,009$298.8K0.04%+513+34.3%Added
Laraway Financial Inc2,017$300.0K0.26%−15−0.7%Reduced
Carnegie Capital Asset Management, LLC2,025$301.2K0.01%+99+5.1%Added
Empower Advisory Group, LLC2,035$302.7K0.00%+2,035New
Ruggaard & Associates LLC2,044$304.0K0.14%00.0%Unchanged
Brookstone Capital Management2,051$305.1K0.01%+2,051New
Old National Bancorp2,058$306.1K0.01%+367+21.7%Added
Geller Advisors LLC2,065$307.2K0.02%+2,065New
Buckingham Strategic Wealth, LLC2,069$307.7K0.00%+244+13.4%Added
Forum Financial Management, LP2,072$308.2K0.01%−340−14.1%Reduced
Quad-Cities Investment Group, LLC2,075$308.6K0.18%−65−3.0%Reduced
Chicago Partners Investment Group LLC2,198$308.8K0.01%+58+2.7%Added
EP Wealth Advisors, LLC2,083$309.8K0.00%−84−3.9%Reduced
Financial Advocates Investment Management2,085$310.1K0.02%+205+10.9%Added
180 Wealth Advisors, LLC2,091$311.0K0.06%+37+1.8%Added
InterOcean Capital Group, LLC2,092$311.2K0.01%−311−12.9%Reduced
FDx Advisors, Inc.2,096$312.0K0.05%−3,856−64.8%Reduced
Regatta Capital Group, LLC2,115$314.6K0.07%+2,115New
GAMMA Investing LLC2,126$316.1K0.06%+152+7.7%Added
Bridgefront Capital, LLC2,126$316.2K0.24%−1,586−42.7%Reduced
Wilbanks Smith & Thomas Asset Management LLC2,131$317.0K0.01%−1,473−40.9%Reduced
Marcum Wealth, LLC2,143$318.8K0.03%+460+27.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC2,143$318.8K0.00%+1,042+94.6%Added
J.W. Cole Advisors, Inc.2,158$321.0K0.02%+78+3.8%Added
Gallacher Capital Management LLC2,162$321.5K0.16%+285+15.2%Added
Carson Advisory Inc.2,162$321.6K0.23%+301+16.2%Added
NTV Asset Management LLC2,175$323.5K0.05%00.0%Unchanged
Hardman Johnston Global Advisors LLC2,200$327.2K0.01%00.0%Unchanged
Lantern Wealth Advisors, LLC2,200$327.2K0.23%00.0%Unchanged
Coastal Investment Advisors, Inc.2,202$327.5K0.07%+49+2.3%Added
Nicholas Hoffman & Company, LLC.2,212$329.0K0.02%+203+10.1%Added
Susquehanna International Group, LLP2,218$329.9K0.00%−5,086−69.6%Reduced
Bessemer Group Inc2,210$330.0K0.00%−2,320−51.2%Reduced
Moneta Group Investment Advisors LLC2,209$330.4K0.01%−129−5.5%Reduced
Legacy Financial Advisors, Inc.2,223$330.6K0.06%+768+52.8%Added
Advocate Group LLC2,237$332.7K0.07%−43−1.9%Reduced
Alliancebernstein L.P.2,243$333.6K0.00%−198−8.1%Reduced
McDonald Partners LLC2,253$335.1K0.09%−100−4.2%Reduced
LGL Partners, LLC2,272$337.9K0.06%+838+58.4%Added
BSW Wealth Partners2,276$338.5K0.06%+695+44.0%Added
Covenant Partners, LLC2,277$338.7K0.10%+2,277New
RSM US Wealth Management LLC2,293$341.1K0.01%+175+8.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,299$342.0K0.02%+2,279+11,395.0%Added
Merit Financial Group, LLC2,489$342.1K0.01%+148+6.3%Added
Centaurus Financial, Inc.2,323$346.0K0.02%+738+46.6%Added
Wexford Capital LP2,330$346.6K0.07%+504+27.6%Added
Tritonpoint Wealth, LLC2,789$346.8K0.04%+408+17.1%Added
BancorpSouth Bank2,340$348.1K0.03%−286−10.9%Reduced
Icon Wealth Advisors, LLC2,348$349.2K0.03%−545−18.8%Reduced
Inlet Private Wealth, LLC2,350$349.5K0.10%00.0%Unchanged
Axq Capital, LP2,400$357.0K0.09%+2,400New
MJP Associates Inc2,419$359.8K0.08%+217+9.9%Added
Intelligent Financial Strategies2,389$360.0K0.22%−777−24.5%Reduced
Edge Capital Group, LLC2,424$360.5K0.02%−43,381−94.7%Reduced
Schechter Investment Advisors, LLC2,430$361.4K0.03%+678+38.7%Added
LRI Investments, LLC2,431$361.6K0.09%+2,431New
Transatlantique Private Wealth LLC2,433$361.9K0.16%+1,014+71.5%Added
PFG Investments, LLC2,433$361.9K0.02%+2,433New
King Luther Capital Management Corp2,435$362.2K0.00%−206−7.8%Reduced
Principal Street Partners, LLC2,540$363.1K0.07%−19−0.7%Reduced
Pictet North America Advisors SA2,453$364.9K0.04%−26−1.0%Reduced
Atomi Financial Group, Inc.2,484$369.5K0.03%+1,081+77.0%Added
Pinnacle West Asset Management, Inc.2,500$372.0K0.30%+65+2.7%Added
Spire Wealth Management2,503$372.2K0.01%−33−1.3%Reduced
Financial Counselors Inc2,504$372.4K0.01%+2+0.1%Added
Epacria Capital Partners, LLC2,520$374.8K0.27%+2,520New
Clearstead Advisors, LLC2,659$379.1K0.02%+33+1.3%Added
Zuckerman Investment Group, LLC2,555$380.0K0.04%+2,555New
Bank of Hawaii2,562$381.1K0.02%+2,562New