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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 6,074 | $903.4K | 0.04% | −40−0.7% | Reduced |
| Cantor Fitzgerald, L. P. | 6,148 | $914.5K | 0.22% | +6,148 | New |
| Ballentine Partners, LLC | 6,171 | $917.9K | 0.02% | +1,089+21.4% | Added |
| BCGM Wealth Management, LLC | 6,313 | $939.0K | 0.34% | +152+2.5% | Added |
| Copperleaf Capital, LLC | 6,373 | $947.9K | 0.82% | +6,373 | New |
| Jamison Private Wealth Management, Inc. | 6,378 | $948.6K | 0.16% | −162−2.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,441 | $958.0K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 6,483 | $964.3K | 0.63% | +950+17.2% | Added |
| Advisor OS, LLC | 6,567 | $976.8K | 0.11% | +65+1.0% | Added |
| V-Square Quantitative Management LLC | 6,638 | $983.1K | 0.16% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 7,193 | $988.6K | 0.44% | +125+1.8% | Added |
| D.B. Root & Company, LLC | 6,656 | $990.0K | 0.33% | −988−12.9% | Reduced |
| Venture Visionary Partners LLC | 6,659 | $990.5K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Group | 6,663 | $991.1K | 0.14% | +285+4.5% | Added |
| CAPROCK Group, Inc. | 6,645 | $998.2K | 0.06% | −1,659−20.0% | Reduced |
| Knoll Capital Management, LLC | 6,750 | $1.00M | 0.62% | +6,750 | New |
| Unique Wealth Strategies, LLC | 6,837 | $1.02M | 0.50% | +6,837 | New |
| Dillon & Associates Inc | 6,849 | $1.02M | 0.16% | −525−7.1% | Reduced |
| Peapack Gladstone Financial Corp | 6,874 | $1.02M | 0.02% | −1,199−14.9% | Reduced |
| Fiduciary Management Inc | 6,878 | $1.02M | 0.01% | +240+3.6% | Added |
| Ritholtz Wealth Management | 6,885 | $1.02M | 0.04% | +1,285+22.9% | Added |
| Cape Investment Advisory, Inc. | 6,914 | $1.03M | 0.48% | +6,746+4,015.5% | Added |
| Ervin Investment Management, LLC | 6,966 | $1.04M | 0.73% | −290−4.0% | Reduced |
| First Horizon Advisors, Inc. | 7,010 | $1.04M | 0.03% | −638−8.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,045 | $1.05M | 0.06% | −1,485−17.4% | Reduced |
| Summit Financial, LLC | 6,984 | $1.05M | 0.06% | −165−2.3% | Reduced |
| Ingalls & Snyder LLC | 7,073 | $1.05M | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 7,146 | $1.06M | 0.15% | +1,277+21.8% | Added |
| QRG Capital Management, Inc. | 7,185 | $1.07M | 0.01% | +1,011+16.4% | Added |
| Global Retirement Partners, LLC | 7,278 | $1.08M | 0.04% | +6,672+1,101.0% | Added |
| Cary Street Partner Investment Advisory LLC | 7,356 | $1.09M | 0.05% | +128+1.8% | Added |
| Weatherly Asset Management L. P. | 7,335 | $1.10M | 0.11% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 7,422 | $1.10M | 0.12% | +7+0.1% | Added |
| Joel Isaacson & Co., LLC | 7,465 | $1.11M | 0.06% | −200−2.6% | Reduced |
| Horizon Investments, LLC | 7,484 | $1.11M | 0.03% | +1,021+15.8% | Added |
| Prescott Group Capital Management, L.L.C. | 7,500 | $1.12M | 0.18% | +7,500 | New |
| Founders Financial Securities LLC | 7,527 | $1.12M | 0.12% | +1,007+15.4% | Added |
| Stokes Family Office, LLC | 7,546 | $1.12M | 0.14% | −73−1.0% | Reduced |
| PEAK6 Investments LLC | 7,556 | $1.12M | 0.05% | +2,139+39.5% | Added |
| Iams Wealth Management, LLC | 7,362 | $1.13M | 0.69% | +1,504+25.7% | Added |
| Capital Insight Partners, LLC | 7,685 | $1.14M | 0.21% | −426−5.3% | Reduced |
| Modera Wealth Management, LLC | 7,792 | $1.16M | 0.02% | −500−6.0% | Reduced |
| Bull Street Advisors, LLC | 7,815 | $1.16M | 0.56% | 00.0% | Unchanged |
| World Equity Group, Inc. | 7,861 | $1.17M | 0.24% | +7,861 | New |
| Capstone Triton Financial Group, LLC | 7,862 | $1.17M | 0.83% | +296+3.9% | Added |
| Citadel Advisors LLC | 7,869 | $1.17M | 0.00% | −164,403−95.4% | Reduced |
| SYSTM Wealth Solutions LLC | 7,816 | $1.17M | 0.15% | −1,333−14.6% | Reduced |
| Nuveen Asset Management, LLC | 7,813 | $1.17M | 0.00% | +3,773+93.4% | Added |
| Apollon Wealth Management, LLC | 7,874 | $1.17M | 0.04% | −1,253−13.7% | Reduced |
| Signaturefd, LLC | 7,876 | $1.17M | 0.02% | +639+8.8% | Added |
| Transcend Wealth Collective, LLC | 7,982 | $1.19M | 0.10% | +1,196+17.6% | Added |
| Avantax Advisory Services, Inc. | 7,994 | $1.19M | 0.01% | +355+4.6% | Added |
| Ipswich Investment Management Co., Inc. | 8,020 | $1.19M | 0.28% | −1,360−14.5% | Reduced |
| Euro Pacific Asset Management, LLC | 8,149 | $1.19M | 0.24% | −30−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,087 | $1.20M | 0.13% | +910+12.7% | Added |
| Baker Tilly Wealth Management, LLC | 8,090 | $1.20M | 0.22% | −291−3.5% | Reduced |
| Griffin Asset Management, Inc. | 8,102 | $1.21M | 0.14% | −85−1.0% | Reduced |
| National Asset Management, Inc. | 7,966 | $1.21M | 0.03% | +1,050+15.2% | Added |
| Rockline Wealth Management, LLC | 8,146 | $1.21M | 0.42% | +306+3.9% | Added |
| Valeo Financial Advisors, LLC | 34,636 | $1.22M | 0.04% | −132−0.4% | Reduced |
| State Street Corp | 8,180 | $1.23M | 0.00% | −40−0.5% | Reduced |
| Eagle Global Advisors LLC | 8,269 | $1.23M | 0.07% | −10,434−55.8% | Reduced |
| KMG Fiduciary Partners, LLC | 8,312 | $1.24M | 0.13% | +540+6.9% | Added |
| Crossmark Global Holdings, Inc. | 8,323 | $1.24M | 0.02% | +12+0.1% | Added |
| Addison Capital Co | 8,378 | $1.25M | 0.62% | +1,012+13.7% | Added |
| Lawson Kroeker Investment Management Inc | 8,410 | $1.25M | 0.24% | −5,836−41.0% | Reduced |
| Guggenheim Capital LLC | 8,507 | $1.27M | 0.01% | +237+2.9% | Added |
| We Are One Seven, LLC | 8,509 | $1.27M | 0.07% | −629−6.9% | Reduced |
| Hamel Associates, Inc. | 8,540 | $1.27M | 0.41% | −825−8.8% | Reduced |
| TD Asset Management Inc | 8,651 | $1.29M | 0.00% | +292+3.5% | Added |
| CoreCap Advisors, LLC | 8,654 | $1.29M | 0.07% | +411+5.0% | Added |
| Alaethes Wealth LLC | 8,625 | $1.30M | 0.57% | +1,163+15.6% | Added |
| Radnor Capital Management, LLC | 8,770 | $1.30M | 0.22% | −3,518−28.6% | Reduced |
| Jane Street Group, LLC | 8,782 | $1.31M | 0.00% | −11,866−57.5% | Reduced |
| Welch & Forbes LLC | 8,786 | $1.31M | 0.02% | −307−3.4% | Reduced |
| Coppell Advisory Solutions Corp. | 8,900 | $1.32M | 0.25% | +8,900 | New |
| Twin Tree Management, LP | 8,939 | $1.33M | 0.03% | +8,939 | New |
| Colonial Trust Co | 8,961 | $1.33M | 0.25% | −381−4.1% | Reduced |
| Sapient Capital LLC | 8,960 | $1.35M | 0.03% | −695−7.2% | Reduced |
| Wealthspire Advisors, LLC | 9,162 | $1.36M | 0.02% | −343−3.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,184 | $1.37M | 0.02% | +624+7.3% | Added |
| HB Wealth Management, LLC | 9,206 | $1.37M | 0.02% | +665+7.8% | Added |
| Voya Financial Advisors, Inc. | 9,224 | $1.38M | 0.16% | +9,224 | New |
| Atlas Private Wealth Management | 9,276 | $1.38M | 0.58% | +1,847+24.9% | Added |
| Lantz Financial LLC | 9,386 | $1.40M | 0.45% | +20+0.2% | Added |
| Geneos Wealth Management Inc. | 9,494 | $1.41M | 0.06% | +9,068+2,128.6% | Added |
| Synovus Financial Corp | 9,577 | $1.43M | 0.02% | −83−0.9% | Reduced |
| Yousif Capital Management, LLC | 9,636 | $1.43M | 0.02% | −230−2.3% | Reduced |
| Citizens National Bank Trust Department | 9,740 | $1.45M | 0.34% | +95+1.0% | Added |
| Autumn Glory Partners, LLC | 9,740 | $1.45M | 0.71% | +3,774+63.3% | Added |
| Jones Financial Companies LLLP | 9,775 | $1.45M | 0.00% | +304+3.2% | Added |
| Arlington Partners LLC | 9,794 | $1.46M | 0.74% | +9,794 | New |
| Meixler Investment Management, Ltd. | 9,817 | $1.46M | 1.10% | +340+3.6% | Added |
| Toronto Dominion Bank | 9,949 | $1.48M | 0.00% | +90+0.9% | Added |
| Councilmark Asset Management, LLC | 10,037 | $1.49M | 1.08% | +10,037 | New |
| Fishman Jay A Ltd | 10,040 | $1.49M | 0.16% | −12,510−55.5% | Reduced |
| Knollwood Investment Advisory, LLC | 10,137 | $1.51M | 0.27% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,385 | $1.54M | 0.06% | +6,248+151.0% | Added |
| Balyasny Asset Management LLC | 10,426 | $1.55M | 0.00% | +1,474+16.5% | Added |
| Quotient Wealth Partners, LLC | 10,454 | $1.55M | 0.06% | −2,765−20.9% | Reduced |