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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 10,460 | $1.56M | 0.04% | −1,221−10.5% | Reduced |
| West Coast Financial LLC | 10,629 | $1.58M | 0.19% | −76−0.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 10,750 | $1.60M | 0.17% | −427−3.8% | Reduced |
| Panagora Asset Management Inc | 10,796 | $1.61M | 0.01% | +10,796 | New |
| Argent Trust Co | 10,812 | $1.61M | 0.07% | +9,010+500.0% | Added |
| Aquatic Capital Management LLC | 10,900 | $1.62M | 0.05% | +9,500+678.6% | Added |
| GSB Wealth Management, LLC | 10,935 | $1.63M | 0.46% | −38−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,240 | $1.67M | 0.03% | −5,924−34.5% | Reduced |
| Raymond James Trust N.A. | 11,298 | $1.68M | 0.04% | +1,001+9.7% | Added |
| Wambolt & Associates, LLC | 11,536 | $1.71M | 0.51% | +1,692+17.2% | Added |
| Mutual Advisors, LLC | 11,480 | $1.71M | 0.05% | +2,344+25.7% | Added |
| Optimist Retirement Group LLC | 11,579 | $1.72M | 0.88% | +4,143+55.7% | Added |
| Advisory Services Network, LLC | 11,613 | $1.73M | 0.04% | −1,755−13.1% | Reduced |
| Galibier Capital Management Ltd. | 11,613 | $1.73M | 0.41% | −900−7.2% | Reduced |
| Stephens Inc | 11,664 | $1.73M | 0.03% | −100−0.9% | Reduced |
| Daymark Wealth Partners, LLC | 11,761 | $1.75M | 0.09% | +3,483+42.1% | Added |
| Farther Finance Advisors, LLC | 11,861 | $1.75M | 0.11% | +1,176+11.0% | Added |
| Clear Harbor Asset Management, LLC | 11,796 | $1.75M | 0.15% | −1,462−11.0% | Reduced |
| Regal Investment Advisors LLC | 11,904 | $1.77M | 0.12% | +528+4.6% | Added |
| Inspire Trust Co, N.A. | 11,989 | $1.78M | 1.00% | +4,720+64.9% | Added |
| Park Avenue Securities LLC | 12,048 | $1.79M | 0.02% | +6,691+124.9% | Added |
| Colony Group, LLC | 12,088 | $1.80M | 0.01% | +3,690+43.9% | Added |
| Madison Asset Management, LLC | 12,222 | $1.82M | 0.02% | +103+0.8% | Added |
| Atria Wealth Solutions, Inc. | 12,137 | $1.82M | 0.02% | +2,467+25.5% | Added |
| Fifth Third Bancorp | 12,258 | $1.82M | 0.01% | −24,579−66.7% | Reduced |
| Bahl & Gaynor Inc | 12,347 | $1.84M | 0.01% | −220−1.8% | Reduced |
| Rodgers Brothers Inc. | 12,349 | $1.84M | 0.25% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 12,242 | $1.84M | 0.30% | +4,166+51.6% | Added |
| Westhampton Capital, LLC | 12,390 | $1.84M | 1.01% | 00.0% | Unchanged |
| Hyman Charles D | 12,406 | $1.84M | 0.10% | −3,100−20.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 12,411 | $1.85M | 0.14% | −127−1.0% | Reduced |
| WCG Wealth Advisors LLC | 12,475 | $1.86M | 0.16% | +12,475 | New |
| Northwest Investment Counselors, LLC | 12,494 | $1.86M | 0.45% | −322−2.5% | Reduced |
| Balentine LLC | 12,521 | $1.86M | 0.06% | +6,405+104.7% | Added |
| Old Port Advisors | 12,545 | $1.87M | 0.57% | +1,723+15.9% | Added |
| Roberts Wealth Advisors, LLC | 13,614 | $1.87M | 0.70% | +609+4.7% | Added |
| Moors & Cabot, Inc. | 12,586 | $1.87M | 0.10% | −360−2.8% | Reduced |
| Sather Financial Group Inc | 12,785 | $1.90M | 0.14% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,840 | $1.91M | 0.04% | +743+6.1% | Added |
| Boston Family Office LLC | 12,907 | $1.92M | 0.14% | +78+0.6% | Added |
| Commerce Bank | 12,944 | $1.93M | 0.01% | −576−4.3% | Reduced |
| Stock Yards Bank & Trust Co | 12,973 | $1.93M | 0.06% | +435+3.5% | Added |
| GWM Advisors LLC | 12,996 | $1.93M | 0.02% | +731+6.0% | Added |
| Brookmont Capital Management | 13,113 | $1.95M | 1.03% | +93+0.7% | Added |
| Mystic Asset Management, Inc. | 13,156 | $1.96M | 0.81% | +495+3.9% | Added |
| Auxier Asset Management | 13,184 | $1.96M | 0.30% | −100−0.8% | Reduced |
| London & Capital Asset Management Ltd | 13,192 | $1.96M | 0.15% | +1,593+13.7% | Added |
| South State Corp. | 13,211 | $1.97M | 0.15% | +2,291+21.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,226 | $1.97M | 0.00% | −5,402−29.0% | Reduced |
| Mercer Global Advisors Inc | 13,340 | $1.98M | 0.01% | −2,018−13.1% | Reduced |
| 1832 Asset Management L.P. | 13,379 | $1.99M | 0.00% | −48,124−78.2% | Reduced |
| Central Pacific Bank - Trust Division | 13,700 | $2.03M | 0.25% | +13,700 | New |
| JustInvest LLC | 13,718 | $2.04M | 0.04% | +3,249+31.0% | Added |
| Whittier Trust Co of Nevada Inc | 13,850 | $2.06M | 0.06% | +824+6.3% | Added |
| Dodge & Cox | 13,911 | $2.07M | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 14,026 | $2.09M | 0.58% | +1,458+11.6% | Added |
| Procyon Private Wealth Partners, LLC | 14,153 | $2.11M | 0.16% | +6,171+77.3% | Added |
| Sound View Wealth Advisors Group, LLC | 14,183 | $2.11M | 0.22% | +442+3.2% | Added |
| GYL Financial Synergies, LLC | 14,474 | $2.15M | 0.17% | +3,643+33.6% | Added |
| Wetherby Asset Management Inc | 14,506 | $2.16M | 0.10% | −411−2.8% | Reduced |
| Whittier Trust Co | 14,595 | $2.17M | 0.03% | −856−5.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,661 | $2.18M | 0.50% | +576+4.1% | Added |
| Woodmont Investment Counsel LLC | 14,744 | $2.19M | 0.18% | −148−1.0% | Reduced |
| First Foundation Advisors | 14,817 | $2.20M | 0.09% | −32,704−68.8% | Reduced |
| Searle & Co. | 14,896 | $2.22M | 0.57% | −26−0.2% | Reduced |
| Courier Capital LLC | 14,970 | $2.23M | 0.16% | −410−2.7% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 14,982 | $2.23M | 1.62% | +300+2.0% | Added |
| Haverford Trust Co | 15,219 | $2.26M | 0.02% | −1,433−8.6% | Reduced |
| Highland Capital Management, LLC | 15,289 | $2.27M | 0.13% | −30.0% | Reduced |
| Private Advisor Group, LLC | 15,289 | $2.27M | 0.02% | +668+4.6% | Added |
| Beacon Pointe Advisors, LLC | 15,639 | $2.33M | 0.03% | +1,203+8.3% | Added |
| FORA Capital, LLC | 15,697 | $2.33M | 0.19% | −5,599−26.3% | Reduced |
| Susquehanna International Group Ltd. | 15,726 | $2.34M | 0.55% | +15,726 | New |
| Schonfeld Strategic Advisors LLC | 15,742 | $2.34M | 0.02% | +3,142+24.9% | Added |
| CIBC Asset Management Inc | 15,791 | $2.35M | 0.01% | +1,356+9.4% | Added |
| Nelson Capital Management, LLC | 16,365 | $2.43M | 0.47% | −2,123−11.5% | Reduced |
| Horan Capital Advisors, LLC. | 16,379 | $2.44M | 0.87% | −363−2.2% | Reduced |
| Sandy Spring Bank | 16,773 | $2.49M | 0.11% | −4,053−19.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,858 | $2.51M | 0.21% | −81−0.5% | Reduced |
| Oppenheimer & Co Inc | 17,033 | $2.53M | 0.04% | +1,298+8.2% | Added |
| Vestmark Advisory Solutions, Inc. | 17,152 | $2.55M | 0.11% | +1,856+12.1% | Added |
| NewEdge Wealth, LLC | 18,735 | $2.56M | 0.06% | +2,293+13.9% | Added |
| Seascape Capital Management | 17,531 | $2.61M | 0.97% | +1,868+11.9% | Added |
| Absher Wealth Management, LLC | 17,564 | $2.61M | 0.36% | +876+5.2% | Added |
| Logan Capital Management Inc | 17,619 | $2.62M | 0.11% | +118+0.7% | Added |
| Perennial Advisors, LLC | 17,651 | $2.63M | 0.61% | +701+4.1% | Added |
| First American Bank | 18,201 | $2.71M | 0.20% | −356−1.9% | Reduced |
| Fiduciary Trust Co | 18,369 | $2.73M | 0.04% | −704−3.7% | Reduced |
| Prospera Financial Services Inc | 18,439 | $2.74M | 0.08% | +809+4.6% | Added |
| Kennedy Investment Group | 18,542 | $2.76M | 1.47% | +572+3.2% | Added |
| Marble Harbor Investment Counsel, LLC | 18,618 | $2.77M | 0.32% | +375+2.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,918 | $2.81M | 0.01% | +6,105+47.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,975 | $2.82M | 0.01% | −2,738−12.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,986 | $2.82M | 0.00% | −1,330−6.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 19,273 | $2.87M | 0.03% | +5,848+43.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,338 | $2.88M | 1.92% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,373 | $2.88M | 0.03% | +15,422+390.3% | Added |
| Phraction Management LLC | 19,647 | $2.92M | 1.14% | −1,022−4.9% | Reduced |
| Naples Global Advisors, LLC | 19,463 | $2.93M | 0.30% | +1,503+8.4% | Added |
| Central Trust Co | 19,709 | $2.93M | 0.07% | −272−1.4% | Reduced |