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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 1,767 | $262.9K | 0.00% | +1,767 | New |
| Clarius Group, LLC | 1,780 | $264.8K | 0.02% | −95−5.1% | Reduced |
| Pitcairn Co | 1,795 | $267.0K | 0.02% | −67−3.6% | Reduced |
| Doliver Advisors, LP | 1,821 | $270.9K | 0.08% | −136−6.9% | Reduced |
| Parkside Financial Bank & Trust | 1,835 | $272.9K | 0.04% | +78+4.4% | Added |
| Aries Wealth Management | 1,836 | $273.1K | 0.09% | −20−1.1% | Reduced |
| Hilltop Holdings Inc. | 1,847 | $274.7K | 0.03% | −22−1.2% | Reduced |
| Jeppson Wealth Management, LLC | 1,856 | $276.1K | 0.11% | −130−6.5% | Reduced |
| DRW Securities, LLC | 1,863 | $277.1K | 0.02% | +1,863 | New |
| Aspiriant, LLC | 1,865 | $277.4K | 0.01% | −154−7.6% | Reduced |
| Strategic Global Advisors, LLC | 1,872 | $278.4K | 0.06% | −16−0.8% | Reduced |
| PDS Planning, Inc | 1,884 | $280.3K | 0.03% | +32+1.7% | Added |
| Avestar Capital, LLC | 1,889 | $281.0K | 0.03% | +135+7.7% | Added |
| KCM Investment Advisors LLC | 1,892 | $281.4K | 0.01% | −7−0.4% | Reduced |
| Willner & Heller, LLC | 1,914 | $284.7K | 0.28% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 1,925 | $286.3K | 0.16% | −150−7.2% | Reduced |
| Vident Advisory, LLC | 1,926 | $286.5K | 0.01% | −224−10.4% | Reduced |
| Five Oceans Advisors | 1,932 | $287.4K | 0.15% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,934 | $287.7K | 0.16% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,946 | $289.4K | 0.26% | +200+11.5% | Added |
| Concentric Wealth Management, LLC | 1,950 | $290.0K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,954 | $290.6K | 0.03% | +120+6.5% | Added |
| Sage Rhino Capital LLC | 1,955 | $290.8K | 0.07% | +69+3.7% | Added |
| Equitable Holdings, Inc. | 1,962 | $291.8K | 0.00% | −94−4.6% | Reduced |
| Hancock Whitney Corp | 1,966 | $292.4K | 0.01% | +1,966 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,968 | $292.8K | 0.05% | −275−12.3% | Reduced |
| Hartline Investment Corp | 1,968 | $292.8K | 0.05% | +1,968 | New |
| Shelton Capital Management | 1,990 | $296.0K | 0.01% | −100−4.8% | Reduced |
| Headinvest, LLC | 1,997 | $297.0K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,998 | $297.1K | 0.02% | +1,998 | New |
| Fort Washington Investment Advisors Inc | 2,006 | $298.4K | 0.00% | +6+0.3% | Added |
| Guardian Wealth Advisors, LLC | 2,009 | $298.8K | 0.04% | +513+34.3% | Added |
| Laraway Financial Inc | 2,017 | $300.0K | 0.26% | −15−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,025 | $301.2K | 0.01% | +99+5.1% | Added |
| Empower Advisory Group, LLC | 2,035 | $302.7K | 0.00% | +2,035 | New |
| Ruggaard & Associates LLC | 2,044 | $304.0K | 0.14% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,051 | $305.1K | 0.01% | +2,051 | New |
| Old National Bancorp | 2,058 | $306.1K | 0.01% | +367+21.7% | Added |
| Geller Advisors LLC | 2,065 | $307.2K | 0.02% | +2,065 | New |
| Buckingham Strategic Wealth, LLC | 2,069 | $307.7K | 0.00% | +244+13.4% | Added |
| Forum Financial Management, LP | 2,072 | $308.2K | 0.01% | −340−14.1% | Reduced |
| Quad-Cities Investment Group, LLC | 2,075 | $308.6K | 0.18% | −65−3.0% | Reduced |
| Chicago Partners Investment Group LLC | 2,198 | $308.8K | 0.01% | +58+2.7% | Added |
| EP Wealth Advisors, LLC | 2,083 | $309.8K | 0.00% | −84−3.9% | Reduced |
| Financial Advocates Investment Management | 2,085 | $310.1K | 0.02% | +205+10.9% | Added |
| 180 Wealth Advisors, LLC | 2,091 | $311.0K | 0.06% | +37+1.8% | Added |
| InterOcean Capital Group, LLC | 2,092 | $311.2K | 0.01% | −311−12.9% | Reduced |
| FDx Advisors, Inc. | 2,096 | $312.0K | 0.05% | −3,856−64.8% | Reduced |
| Regatta Capital Group, LLC | 2,115 | $314.6K | 0.07% | +2,115 | New |
| GAMMA Investing LLC | 2,126 | $316.1K | 0.06% | +152+7.7% | Added |
| Bridgefront Capital, LLC | 2,126 | $316.2K | 0.24% | −1,586−42.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,131 | $317.0K | 0.01% | −1,473−40.9% | Reduced |
| Marcum Wealth, LLC | 2,143 | $318.8K | 0.03% | +460+27.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,143 | $318.8K | 0.00% | +1,042+94.6% | Added |
| J.W. Cole Advisors, Inc. | 2,158 | $321.0K | 0.02% | +78+3.8% | Added |
| Gallacher Capital Management LLC | 2,162 | $321.5K | 0.16% | +285+15.2% | Added |
| Carson Advisory Inc. | 2,162 | $321.6K | 0.23% | +301+16.2% | Added |
| NTV Asset Management LLC | 2,175 | $323.5K | 0.05% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 2,200 | $327.2K | 0.01% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 2,200 | $327.2K | 0.23% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 2,202 | $327.5K | 0.07% | +49+2.3% | Added |
| Nicholas Hoffman & Company, LLC. | 2,212 | $329.0K | 0.02% | +203+10.1% | Added |
| Susquehanna International Group, LLP | 2,218 | $329.9K | 0.00% | −5,086−69.6% | Reduced |
| Bessemer Group Inc | 2,210 | $330.0K | 0.00% | −2,320−51.2% | Reduced |
| Moneta Group Investment Advisors LLC | 2,209 | $330.4K | 0.01% | −129−5.5% | Reduced |
| Legacy Financial Advisors, Inc. | 2,223 | $330.6K | 0.06% | +768+52.8% | Added |
| Advocate Group LLC | 2,237 | $332.7K | 0.07% | −43−1.9% | Reduced |
| Alliancebernstein L.P. | 2,243 | $333.6K | 0.00% | −198−8.1% | Reduced |
| McDonald Partners LLC | 2,253 | $335.1K | 0.09% | −100−4.2% | Reduced |
| LGL Partners, LLC | 2,272 | $337.9K | 0.06% | +838+58.4% | Added |
| BSW Wealth Partners | 2,276 | $338.5K | 0.06% | +695+44.0% | Added |
| Covenant Partners, LLC | 2,277 | $338.7K | 0.10% | +2,277 | New |
| RSM US Wealth Management LLC | 2,293 | $341.1K | 0.01% | +175+8.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,299 | $342.0K | 0.02% | +2,279+11,395.0% | Added |
| Merit Financial Group, LLC | 2,489 | $342.1K | 0.01% | +148+6.3% | Added |
| Centaurus Financial, Inc. | 2,323 | $346.0K | 0.02% | +738+46.6% | Added |
| Wexford Capital LP | 2,330 | $346.6K | 0.07% | +504+27.6% | Added |
| Tritonpoint Wealth, LLC | 2,789 | $346.8K | 0.04% | +408+17.1% | Added |
| BancorpSouth Bank | 2,340 | $348.1K | 0.03% | −286−10.9% | Reduced |
| Icon Wealth Advisors, LLC | 2,348 | $349.2K | 0.03% | −545−18.8% | Reduced |
| Inlet Private Wealth, LLC | 2,350 | $349.5K | 0.10% | 00.0% | Unchanged |
| Axq Capital, LP | 2,400 | $357.0K | 0.09% | +2,400 | New |
| MJP Associates Inc | 2,419 | $359.8K | 0.08% | +217+9.9% | Added |
| Intelligent Financial Strategies | 2,389 | $360.0K | 0.22% | −777−24.5% | Reduced |
| Edge Capital Group, LLC | 2,424 | $360.5K | 0.02% | −43,381−94.7% | Reduced |
| Schechter Investment Advisors, LLC | 2,430 | $361.4K | 0.03% | +678+38.7% | Added |
| LRI Investments, LLC | 2,431 | $361.6K | 0.09% | +2,431 | New |
| Transatlantique Private Wealth LLC | 2,433 | $361.9K | 0.16% | +1,014+71.5% | Added |
| PFG Investments, LLC | 2,433 | $361.9K | 0.02% | +2,433 | New |
| King Luther Capital Management Corp | 2,435 | $362.2K | 0.00% | −206−7.8% | Reduced |
| Principal Street Partners, LLC | 2,540 | $363.1K | 0.07% | −19−0.7% | Reduced |
| Pictet North America Advisors SA | 2,453 | $364.9K | 0.04% | −26−1.0% | Reduced |
| Atomi Financial Group, Inc. | 2,484 | $369.5K | 0.03% | +1,081+77.0% | Added |
| Pinnacle West Asset Management, Inc. | 2,500 | $372.0K | 0.30% | +65+2.7% | Added |
| Spire Wealth Management | 2,503 | $372.2K | 0.01% | −33−1.3% | Reduced |
| Financial Counselors Inc | 2,504 | $372.4K | 0.01% | +2+0.1% | Added |
| Epacria Capital Partners, LLC | 2,520 | $374.8K | 0.27% | +2,520 | New |
| Clearstead Advisors, LLC | 2,659 | $379.1K | 0.02% | +33+1.3% | Added |
| Zuckerman Investment Group, LLC | 2,555 | $380.0K | 0.04% | +2,555 | New |
| Bank of Hawaii | 2,562 | $381.1K | 0.02% | +2,562 | New |