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 |
|---|---|---|---|---|---|
| Cassady Schiller Wealth Management, LLC | 150 | $22.3K | 0.01% | +9+6.4% | Added |
| Brown, Lisle/Cummings, Inc. | 149 | $22.2K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 144 | $21.4K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 142 | $21.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 135 | $20.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 134 | $19.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 135 | $19.7K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 130 | $19.3K | 0.00% | +120+1,200.0% | Added |
| Frazier Financial Advisors, LLC | 124 | $18.4K | 0.02% | +13+11.7% | Added |
| Twin Lakes Capital Management, LLC | 122 | $18.1K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 119 | $17.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $16.8K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 112 | $16.6K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 107 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 103 | $15.3K | 0.00% | −8−7.2% | Reduced |
| AlphaMark Advisors, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 95 | $14.1K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 95 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 92 | $13.7K | 0.00% | +9+10.8% | Added |
| Quent Capital, LLC | 89 | $13.2K | 0.00% | +89 | New |
| Prestige Wealth Management Group LLC | 87 | $13.1K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 83 | $12.3K | 0.00% | −11−11.7% | Reduced |
| Nemes Rush Group LLC | 82 | $12.2K | 0.00% | −36−30.5% | Reduced |
| Capital Analysts, LLC | 79 | $12.0K | 0.00% | +11+16.2% | Added |
| JJJ Advisors Inc. | 79 | $11.9K | 0.00% | −175−68.9% | Reduced |
| Ninety One UK Ltd | 77 | $11.5K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 82 | $11.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $11.0K | 0.00% | +20+37.7% | Added |
| HHM Wealth Advisors, LLC | 73 | $10.9K | 0.00% | +46+170.4% | Added |
| Impact Partnership Wealth, LLC | 69 | $10.3K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 67 | $9.97K | 0.00% | −14−17.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 66 | $9.82K | 0.00% | −275−80.6% | Reduced |
| Annapolis Financial Services, LLC | 66 | $9.82K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 66 | $9.82K | 0.00% | +66 | New |
| Tanglewood Legacy Advisors, LLC | 65 | $9.71K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 65 | $9.67K | 0.00% | +65 | New |
| Northwest Bank & Trust Co | 66 | $9.12K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 61 | $9.07K | 0.01% | −282−82.2% | Reduced |
| Indiana Trust & Investment Management CO | 61 | $9.07K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 61 | $9.07K | 0.00% | +61 | New |
| Red Tortoise LLC | 59 | $8.78K | 0.00% | +59 | New |
| Valued Wealth Advisors LLC | 58 | $8.73K | 0.01% | −16−21.6% | Reduced |
| Vima LLC | 45 | $8.15K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 54 | $8.00K | 0.00% | +5+10.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 53 | $7.88K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 50 | $7.44K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $7.44K | 0.00% | +50 | New |
| NBT Bank N A | 48 | $7.14K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 48 | $7.14K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 48 | $7.14K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 48 | $7.14K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 47 | $6.99K | 0.01% | −12−20.3% | Reduced |
| Pflug Koory, LLC | 47 | $6.99K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 41 | $6.10K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 43 | $6.05K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 39 | $5.84K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 39 | $5.80K | 0.00% | −146−78.9% | Reduced |
| Godsey & Gibb Associates | 39 | $5.80K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 37 | $5.50K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $5.36K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 35 | $5.21K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 35 | $5.21K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 34 | $5.06K | 0.00% | +34 | New |
| IAG Wealth Partners, LLC | 30 | $4.46K | 0.00% | −30−50.0% | Reduced |
| Key Financial Inc | 30 | $4.46K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 30 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $4.40K | 0.00% | −25−43.9% | Reduced |
| Westside Investment Management, Inc. | 28 | $4.17K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 25 | $3.72K | 0.00% | −19−43.2% | Reduced |
| Tidemark, LLC | 25 | $3.72K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 25 | $3.72K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 23 | $3.44K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 22 | $3.27K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 22 | $3.27K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $3.12K | 0.00% | −25−54.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 21 | $3.12K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 21 | $3.12K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 20 | $3.01K | 0.00% | +20 | New |
| Eukles Asset Management | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $2.96K | 0.01% | +20 | New |
| American Capital Advisory, LLC | 16 | $2.90K | 0.00% | +16 | New |
| Fairman Group, LLC | 16 | $2.41K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 14 | $2.10K | 0.00% | −1−6.7% | Reduced |
| Avion Wealth | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $1.94K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 12 | $1.78K | 0.00% | 00.0% | Unchanged |