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 |
|---|---|---|---|---|---|
| Lincoln Capital LLC | 63,013 | $9.37M | 2.09% | −1,480−2.3% | Reduced |
| Neuberger Berman Group LLC | 62,989 | $9.37M | 0.01% | −1,440−2.2% | Reduced |
| Ameriprise Financial Inc | 61,878 | $9.20M | 0.00% | −3,479−5.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 61,498 | $9.15M | 0.35% | +14,383+30.5% | Added |
| Bartlett & Co. Wealth Management LLC | 59,272 | $8.93M | 0.14% | −51,160−46.3% | Reduced |
| Live Oak Private Wealth LLC | 59,563 | $8.86M | 1.53% | +1,553+2.7% | Added |
| Mariner, LLC | 59,293 | $8.82M | 0.02% | −2,034−3.3% | Reduced |
| Saybrook Capital | 59,055 | $8.78M | 2.32% | −1,305−2.2% | Reduced |
| Hutchinson Capital Management | 58,882 | $8.76M | 1.77% | +3,789+6.9% | Added |
| Anchor Capital Advisors LLC | 58,646 | $8.72M | 0.23% | −1,744−2.9% | Reduced |
| Boston Financial Mangement LLC | 57,938 | $8.62M | 0.27% | −1,223−2.1% | Reduced |
| CI Private Wealth, LLC | 57,872 | $8.61M | 0.02% | +455+0.8% | Added |
| NorthCrest Asset Manangement, LLC | 57,136 | $8.50M | 0.29% | +2,122+3.9% | Added |
| Core Alternative Capital | 56,719 | $8.44M | 1.51% | −3,899−6.4% | Reduced |
| Advisor Group Holdings, Inc. | 56,390 | $8.39M | 0.02% | −3,470−5.8% | Reduced |
| Prio Wealth Limited Partnership | 55,808 | $8.30M | 0.24% | −62,442−52.8% | Reduced |
| Pinnacle Financial Partners Inc | 55,102 | $8.20M | 0.18% | +1,201+2.2% | Added |
| Cerity Partners LLC | 55,881 | $8.02M | 0.02% | +14,073+33.7% | Added |
| Lafayette Investments, Inc. | 53,512 | $7.96M | 1.79% | +485+0.9% | Added |
| Boyer & Corporon Wealth Management, LLC | 53,353 | $7.94M | 2.73% | −1,912−3.5% | Reduced |
| Tower Bridge Advisors | 52,628 | $7.83M | 0.80% | −6,977−11.7% | Reduced |
| HM Payson & Co | 52,018 | $7.74M | 0.14% | −4,648−8.2% | Reduced |
| Country Club Bank | 51,268 | $7.63M | 0.54% | −1,128−2.2% | Reduced |
| Optiver Holding B.V. | 50,960 | $7.53M | 0.31% | −183,376−78.3% | Reduced |
| Lincluden Management Ltd | 51,240 | $7.46M | 0.89% | 00.0% | Unchanged |
| Creative Planning | 49,616 | $7.38M | 0.01% | +4,993+11.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 49,539 | $7.37M | 0.25% | −5,281−9.6% | Reduced |
| Guardian Capital Advisors LP | 50,884 | $7.14M | 0.77% | −4,215−7.6% | Reduced |
| Stonebridge Capital Advisors LLC | 47,884 | $7.12M | 0.64% | −1,821−3.7% | Reduced |
| Atria Investments LLC | 46,249 | $6.88M | 0.09% | +12,379+36.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 46,090 | $6.86M | 1.31% | −4,586−9.0% | Reduced |
| Kestra Advisory Services, LLC | 45,167 | $6.72M | 0.05% | +5,404+13.6% | Added |
| Ar Asset Management Inc | 44,990 | $6.69M | 1.63% | −100−0.2% | Reduced |
| Stony Point Wealth Management Inc. | 42,309 | $6.29M | 2.74% | +2,225+5.6% | Added |
| Bulltick Wealth Management, LLC | 41,055 | $6.17M | 1.29% | +3,200+8.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 43,761 | $6.16M | 1.18% | −307−0.7% | Reduced |
| Callahan Advisors, LLC | 41,411 | $6.16M | 0.65% | −6,257−13.1% | Reduced |
| Blair William & Co | 40,563 | $6.03M | 0.02% | −5,226−11.4% | Reduced |
| Atwater Malick LLC | 40,360 | $6.00M | 2.12% | −2,456−5.7% | Reduced |
| TD Waterhouse Canada Inc. | 38,987 | $6.00M | 0.04% | −11,639−23.0% | Reduced |
| Kavar Capital Partners Group, LLC | 40,043 | $5.96M | 1.10% | −35,459−47.0% | Reduced |
| First Personal Financial Services | 39,690 | $5.90M | 1.37% | −403−1.0% | Reduced |
| FineMark National Bank & Trust | 39,193 | $5.83M | 0.22% | +14,804+60.7% | Added |
| Addenda Capital Inc. | 38,520 | $5.79M | 0.22% | −102−0.3% | Reduced |
| Trust Co of Virginia | 38,335 | $5.70M | 0.55% | −574−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 37,889 | $5.64M | 0.04% | −2,339−5.8% | Reduced |
| Rockefeller Capital Management L.P. | 37,817 | $5.63M | 0.02% | −13,886−26.9% | Reduced |
| TownSquare Capital, LLC | 37,618 | $5.60M | 0.08% | −956−2.5% | Reduced |
| Moran Wealth Management, LLC | 37,610 | $5.59M | 0.18% | +2,145+6.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 37,325 | $5.55M | 0.46% | +1,038+2.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 37,280 | $5.55M | 1.73% | +300+0.8% | Added |
| Portland Global Advisors LLC | 36,431 | $5.42M | 0.74% | +1,153+3.3% | Added |
| Colonial Trust Advisors | 36,112 | $5.37M | 0.53% | −653−1.8% | Reduced |
| Glenmede Trust Co NA | 36,030 | $5.36M | 0.03% | −2,978−7.6% | Reduced |
| Wedge Capital Management L L P | 35,555 | $5.29M | 0.09% | +35,555 | New |
| Tanager Wealth Management LLP | 33,978 | $5.11M | 0.83% | −4,164−10.9% | Reduced |
| Strategy Asset Managers LLC | 34,280 | $5.10M | 1.09% | −2,227−6.1% | Reduced |
| Managed Asset Portfolios, LLC | 34,013 | $5.06M | 0.74% | +14,487+74.2% | Added |
| Dakota Wealth Management | 33,003 | $4.91M | 0.12% | −283−0.9% | Reduced |
| Northwest Bancshares, Inc. | 32,920 | $4.90M | 0.77% | +2,281+7.4% | Added |
| Blue Zone Wealth Advisors, LLC | 32,568 | $4.84M | 1.67% | +11,970+58.1% | Added |
| Marshall Wace, LLP | 32,200 | $4.79M | 0.01% | +17,460+118.5% | Added |
| Ethic Inc. | 31,942 | $4.75M | 0.12% | +9,829+44.4% | Added |
| Millennium Management LLC | 31,841 | $4.74M | 0.00% | −1,102−3.3% | Reduced |
| Poehling Capital Management, LLC | 31,750 | $4.72M | 1.27% | +13,061+69.9% | Added |
| McGinn Investment Management, Inc. | 31,492 | $4.68M | 3.07% | −165−0.5% | Reduced |
| Hantz Financial Services, Inc. | 31,457 | $4.68M | 0.09% | +1,717+5.8% | Added |
| Boston Trust Walden Corp | 31,426 | $4.67M | 0.03% | −29,125−48.1% | Reduced |
| TCTC Holdings, LLC | 31,386 | $4.67M | 0.16% | −2,742−8.0% | Reduced |
| Institutional & Family Asset Management, LLC | 30,996 | $4.61M | 0.74% | +5,969+23.9% | Added |
| Washington Trust Advisors, Inc. | 30,637 | $4.56M | 0.42% | −150−0.5% | Reduced |
| Snowden Capital Advisors LLC | 29,858 | $4.49M | 0.14% | +5,592+23.0% | Added |
| Captrust Financial Advisors | 30,047 | $4.47M | 0.02% | −12,026−28.6% | Reduced |
| American National Bank & Trust Co | 29,795 | $4.43M | 1.05% | +29,795 | New |
| Pinnacle Associates Ltd | 29,583 | $4.40M | 0.07% | −1,921−6.1% | Reduced |
| Parkwood LLC | 29,431 | $4.38M | 0.46% | −13,844−32.0% | Reduced |
| Trust Co of Vermont | 29,050 | $4.32M | 0.24% | −754−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 28,867 | $4.29M | 0.01% | +28,867 | New |
| M&T Bank Corp | 28,493 | $4.24M | 0.01% | −1,935−6.4% | Reduced |
| Sit Investment Associates Inc | 28,380 | $4.22M | 0.10% | −155−0.5% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 28,300 | $4.21M | 0.21% | +7,800+38.0% | Added |
| First Eagle Investment Management, LLC | 27,547 | $4.10M | 0.01% | +1,467+5.6% | Added |
| Weik Capital Management | 27,518 | $4.09M | 1.74% | +228+0.8% | Added |
| Graybill Bartz & Assoc Ltd | 27,193 | $4.04M | 1.70% | +4,196+18.2% | Added |
| Value Partners Investments Inc. | 27,217 | $4.04M | 0.33% | +46+0.2% | Added |
| Banco Santander, S.A. | 27,035 | $4.02M | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 26,550 | $3.95M | 0.01% | −705−2.6% | Reduced |
| Principal Securities, Inc. | 26,465 | $3.94M | 0.12% | +22,857+633.5% | Added |
| Tocqueville Asset Management L.P. | 26,229 | $3.90M | 0.06% | −205−0.8% | Reduced |
| Sky Investment Group LLC | 26,105 | $3.88M | 0.75% | −1,092−4.0% | Reduced |
| Bleakley Financial Group, LLC | 25,524 | $3.80M | 0.11% | +19,808+346.5% | Added |
| Simplicity Wealth,LLC | 25,524 | $3.80M | 0.09% | +25,524 | New |
| Federation des caisses Desjardins du Quebec | 25,347 | $3.77M | 0.03% | +128+0.5% | Added |
| Benedict Financial Advisors Inc | 25,131 | $3.74M | 0.95% | +704+2.9% | Added |
| Bank of Nova Scotia | 24,773 | $3.70M | 0.01% | −5,745−18.8% | Reduced |
| Chartwell Investment Partners, LLC | 24,682 | $3.67M | 0.13% | +7,514+43.8% | Added |
| Timber Creek Capital Management LLC | 24,569 | $3.65M | 1.14% | +7,279+42.1% | Added |
| Hutner Capital Management Inc | 24,532 | $3.65M | 1.98% | −290−1.2% | Reduced |
| Huntington National Bank | 23,765 | $3.53M | 0.03% | −21,218−47.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,833 | $3.40M | 0.05% | −2,906−11.3% | Reduced |