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 |
|---|---|---|---|---|---|
| Norden Group LLC | 2,581 | $383.9K | 0.08% | −807−23.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,583 | $384.1K | 0.01% | +1,169+82.7% | Added |
| Mitchell Sinkler & Starr | 2,585 | $384.5K | 0.10% | −7,894−75.3% | Reduced |
| Private Trust Co NA | 2,590 | $385.3K | 0.04% | +55+2.2% | Added |
| Atlantic Union Bankshares Corp | 2,598 | $386.4K | 0.03% | −628−19.5% | Reduced |
| Perigon Wealth Management, LLC | 2,600 | $386.8K | 0.01% | +946+57.2% | Added |
| Flputnam Investment Management Co | 2,614 | $388.8K | 0.01% | −198−7.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,300 | $390.6K | 0.02% | +2,300 | New |
| Cedar Brook Financial Partners, LLC | 2,631 | $391.3K | 0.08% | −1,676−38.9% | Reduced |
| Grey Street Capital, LLC | 2,625 | $394.6K | 0.05% | +2,625 | New |
| Dorchester Wealth Management Co | 2,665 | $396.4K | 0.07% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,667 | $396.6K | 0.11% | −198−6.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,689 | $399.9K | 0.03% | −12−0.4% | Reduced |
| Formidable Asset Management, LLC | 2,699 | $401.4K | 0.07% | +109+4.2% | Added |
| O'Brien Greene & Co. Inc | 2,705 | $402.3K | 0.13% | −5−0.2% | Reduced |
| Essex Savings Bank | 2,773 | $403.9K | 0.12% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,737 | $407.1K | 0.05% | +352+14.8% | Added |
| Cullen Investment Group, Ltd. | 2,735 | $407.7K | 0.06% | −518−15.9% | Reduced |
| Farmers & Merchants Investments Inc | 2,765 | $411.3K | 0.01% | −1,136−29.1% | Reduced |
| ProVise Management Group, LLC | 2,778 | $413.2K | 0.04% | +383+16.0% | Added |
| SeaCrest Wealth Management, LLC | 2,790 | $415.0K | 0.05% | −321−10.3% | Reduced |
| Fca Corp | 2,800 | $416.5K | 0.13% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 2,825 | $420.3K | 0.04% | −374−11.7% | Reduced |
| Aptus Capital Advisors, LLC | 2,836 | $421.8K | 0.01% | +676+31.3% | Added |
| Lester Murray Antman dba SimplyRich | 2,860 | $426.0K | 0.14% | +379+15.3% | Added |
| Mission Wealth Management, LP | 2,874 | $427.5K | 0.01% | +279+10.8% | Added |
| Avidian Wealth Solutions, LLC | 2,887 | $429.4K | 0.02% | +1,422+97.1% | Added |
| Northwest & Ethical Investments L.P. | 2,900 | $431.3K | 0.01% | −34−1.2% | Reduced |
| WSFS Capital Management, LLC | 2,337 | $431.9K | 0.02% | −2,136−47.8% | Reduced |
| Crawford Investment Counsel Inc | 2,918 | $434.0K | 0.01% | +56+2.0% | Added |
| Checchi Capital Advisers, LLC | 2,920 | $434.3K | 0.03% | +186+6.8% | Added |
| Steward Partners Investment Solutions, LLC | 2,943 | $437.7K | 0.07% | +2,943 | New |
| Fragasso Group Inc. | 2,947 | $438.4K | 0.04% | +73+2.5% | Added |
| Murphy Pohlad Asset Management LLC | 2,952 | $439.1K | 0.17% | −140−4.5% | Reduced |
| Wynn Capital, LLC | 2,952 | $439.1K | 0.34% | +130+4.6% | Added |
| Adalta Capital Management LLC | 2,925 | $439.8K | 0.24% | +2,925 | New |
| Imprint Wealth LLC | 2,986 | $441.4K | 0.11% | +101+3.5% | Added |
| Fiduciary Group LLC | 2,975 | $442.5K | 0.05% | −45−1.5% | Reduced |
| HighPoint Advisor Group LLC | 3,108 | $443.0K | 0.03% | −70−2.2% | Reduced |
| Valmark Advisers, Inc. | 2,986 | $444.1K | 0.01% | −125−4.0% | Reduced |
| Roundview Capital LLC | 2,999 | $446.1K | 0.04% | +109+3.8% | Added |
| Alhambra Investment Partners LLC | 3,005 | $447.0K | 0.24% | 00.0% | Unchanged |
| Lincoln National Corp | 3,017 | $448.8K | 0.01% | +420+16.2% | Added |
| Integrated Advisors Network LLC | 3,030 | $450.6K | 0.02% | +180+6.3% | Added |
| Cohen Investment Advisors LLC | 3,038 | $451.9K | 0.29% | −76−2.4% | Reduced |
| Marks Group Wealth Management, Inc | 3,041 | $452.3K | 0.05% | −1,167−27.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,045 | $452.9K | 0.01% | +2,243+279.7% | Added |
| Alliance Wealth Advisors, LLC | 3,050 | $453.7K | 0.14% | +197+6.9% | Added |
| Aaron Wealth Advisors | 3,064 | $455.7K | 0.07% | +3,064 | New |
| Canvas Wealth Advisors, LLC | 3,252 | $456.5K | 0.15% | −1,692−34.2% | Reduced |
| Buckingham Strategic Partners | 3,072 | $456.9K | 0.01% | +3,072 | New |
| Gradient Investments LLC | 3,095 | $460.4K | 0.01% | −233−7.0% | Reduced |
| Ategra Capital Management, LLC | 3,099 | $460.9K | 0.21% | +1,351+77.3% | Added |
| PAX Financial Group, LLC | 3,118 | $463.8K | 0.09% | +119+4.0% | Added |
| Howland Capital Management LLC | 3,109 | $467.5K | 0.02% | −8−0.3% | Reduced |
| Quadcap Wealth Management, LLC | 3,149 | $468.4K | 0.11% | −664−17.4% | Reduced |
| Bard Financial Services, Inc. | 3,200 | $476.0K | 0.05% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,266 | $486.0K | 0.07% | +3,266 | New |
| Summit Trail Advisors, LLC | 3,244 | $487.7K | 0.01% | +77+2.4% | Added |
| Summitry LLC | 3,281 | $488.0K | 0.03% | +30+0.9% | Added |
| TD Private Client Wealth LLC | 3,316 | $493.2K | 0.02% | +2,374+252.0% | Added |
| Dynamic Advisor Solutions LLC | 3,322 | $494.1K | 0.02% | +92+2.8% | Added |
| Glenview Trust Co | 3,351 | $498.4K | 0.01% | −59−1.7% | Reduced |
| Probity Advisors, Inc. | 3,367 | $500.8K | 0.10% | −530−13.6% | Reduced |
| Drive Wealth Management, LLC | 3,342 | $502.6K | 0.14% | −159−4.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,400 | $505.7K | 0.04% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,410 | $507.2K | 0.14% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,410 | $507.2K | 0.04% | +1,282+60.2% | Added |
| Coerente Capital Management | 3,415 | $507.9K | 0.10% | +1,905+126.2% | Added |
| Cypress Capital Group | 3,440 | $511.7K | 0.06% | −954−21.7% | Reduced |
| First Nebraska Trust Co | 3,443 | $512.1K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,445 | $512.4K | 0.02% | +552+19.1% | Added |
| Mesirow Financial Investment Management, Inc. | 3,446 | $512.5K | 0.01% | +245+7.7% | Added |
| Wrapmanager Inc | 3,491 | $519.3K | 0.14% | +218+6.7% | Added |
| H&H Retirement Design & Management INC | 3,717 | $528.2K | 0.35% | +3,717 | New |
| Angeles Investment Advisors, LLC | 3,531 | $529.1K | 0.03% | +770+27.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,560 | $529.5K | 0.08% | +385+12.1% | Added |
| GeoWealth Management, LLC | 3,594 | $534.6K | 0.02% | +1,208+50.6% | Added |
| 9258 Wealth Management, LLC | 3,637 | $541.0K | 0.08% | +5+0.1% | Added |
| Essex Financial Services, Inc. | 3,648 | $542.6K | 0.05% | +192+5.6% | Added |
| Texas Yale Capital Corp. | 3,650 | $542.9K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,677 | $543.5K | 0.03% | +3,677 | New |
| Greenleaf Trust | 3,686 | $548.3K | 0.01% | −730−16.5% | Reduced |
| Level Four Advisory Services, LLC | 3,773 | $549.5K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,702 | $550.8K | 0.15% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 3,710 | $551.8K | 0.08% | +3,710 | New |
| Pitti Group Wealth Management, LLC | 3,977 | $560.3K | 0.63% | −36−0.9% | Reduced |
| Profund Advisors LLC | 3,778 | $561.9K | 0.02% | −530−12.3% | Reduced |
| Wunderlich Capital Managemnt | 3,797 | $564.8K | 0.25% | −208−5.2% | Reduced |
| Welch Group, LLC | 3,800 | $565.2K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,805 | $566.0K | 0.30% | +15+0.4% | Added |
| Salvus Wealth Management, LLC | 3,808 | $566.4K | 0.39% | −10.0% | Reduced |
| Caldwell Trust Co | 3,810 | $566.7K | 0.07% | −9−0.2% | Reduced |
| Wedbush Securities Inc | 3,826 | $569.0K | 0.02% | +1,507+65.0% | Added |
| Quadrant Capital Group LLC | 3,824 | $569.0K | 0.04% | +114+3.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,830 | $570.0K | 0.21% | −20−0.5% | Reduced |
| Chilton Investment Co LLC | 3,833 | $570.1K | 0.02% | +3,833 | New |
| Columbia Asset Management | 3,923 | $571.0K | 0.12% | 00.0% | Unchanged |
| Stableford Capital II LLC | 3,853 | $573.1K | 0.23% | +23+0.6% | Added |
| Highlander Capital Management, LLC | 3,900 | $580.1K | 0.20% | 00.0% | Unchanged |