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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 22,829 | $3.40M | 0.64% | +2,938+14.8% | Added |
| Quantinno Capital Management LP | 22,588 | $3.36M | 0.07% | +6,788+43.0% | Added |
| Pavion Blue Capital, LLC | 22,475 | $3.34M | 1.65% | +1,848+9.0% | Added |
| Kapitalo Investimentos Ltda | 22,350 | $3.32M | 0.73% | −33,300−59.8% | Reduced |
| Keybank National Association | 22,327 | $3.32M | 0.01% | −2,883−11.4% | Reduced |
| Resources Investment Advisors, LLC. | 22,181 | $3.30M | 0.05% | +3,248+17.2% | Added |
| Integrated Wealth Concepts LLC | 21,865 | $3.25M | 0.05% | −105−0.5% | Reduced |
| Capital Fund Management S.A. | 21,601 | $3.21M | 0.04% | −1,601−6.9% | Reduced |
| DRH Investments, Inc. | 21,508 | $3.20M | 3.13% | −48,802−69.4% | Reduced |
| Pittenger & Anderson Inc | 21,135 | $3.14M | 0.13% | −225−1.1% | Reduced |
| Montag A & Associates Inc | 20,748 | $3.12M | 0.16% | −1,314−6.0% | Reduced |
| Narwhal Capital Management | 20,950 | $3.12M | 0.31% | −9,843−32.0% | Reduced |
| Sofos Investments, Inc. | 21,123 | $3.11M | 0.42% | +11,109+110.9% | Added |
| WMS Partners, LLC | 20,668 | $3.07M | 0.21% | −310−1.5% | Reduced |
| Sepio Capital, LP | 20,659 | $3.07M | 0.26% | −2,089−9.2% | Reduced |
| Cresset Asset Management, LLC | 20,257 | $3.04M | 0.01% | +6,752+50.0% | Added |
| Central Trust Co | 19,709 | $2.93M | 0.07% | −272−1.4% | Reduced |
| Naples Global Advisors, LLC | 19,463 | $2.93M | 0.30% | +1,503+8.4% | Added |
| Phraction Management LLC | 19,647 | $2.92M | 1.14% | −1,022−4.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,373 | $2.88M | 0.03% | +15,422+390.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,338 | $2.88M | 1.92% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 19,273 | $2.87M | 0.03% | +5,848+43.6% | Added |
| Northwestern Mutual Wealth Management Co | 18,986 | $2.82M | 0.00% | −1,330−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,975 | $2.82M | 0.01% | −2,738−12.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,918 | $2.81M | 0.01% | +6,105+47.6% | Added |
| Marble Harbor Investment Counsel, LLC | 18,618 | $2.77M | 0.32% | +375+2.1% | Added |
| Kennedy Investment Group | 18,542 | $2.76M | 1.47% | +572+3.2% | Added |
| Prospera Financial Services Inc | 18,439 | $2.74M | 0.08% | +809+4.6% | Added |
| Fiduciary Trust Co | 18,369 | $2.73M | 0.04% | −704−3.7% | Reduced |
| First American Bank | 18,201 | $2.71M | 0.20% | −356−1.9% | Reduced |
| Perennial Advisors, LLC | 17,651 | $2.63M | 0.61% | +701+4.1% | Added |
| Logan Capital Management Inc | 17,619 | $2.62M | 0.11% | +118+0.7% | Added |
| Absher Wealth Management, LLC | 17,564 | $2.61M | 0.36% | +876+5.2% | Added |
| Seascape Capital Management | 17,531 | $2.61M | 0.97% | +1,868+11.9% | Added |
| NewEdge Wealth, LLC | 18,735 | $2.56M | 0.06% | +2,293+13.9% | Added |
| Vestmark Advisory Solutions, Inc. | 17,152 | $2.55M | 0.11% | +1,856+12.1% | Added |
| Oppenheimer & Co Inc | 17,033 | $2.53M | 0.04% | +1,298+8.2% | Added |
| Cyndeo Wealth Partners, LLC | 16,858 | $2.51M | 0.21% | −81−0.5% | Reduced |
| Sandy Spring Bank | 16,773 | $2.49M | 0.11% | −4,053−19.5% | Reduced |
| Horan Capital Advisors, LLC. | 16,379 | $2.44M | 0.87% | −363−2.2% | Reduced |
| Nelson Capital Management, LLC | 16,365 | $2.43M | 0.47% | −2,123−11.5% | Reduced |
| CIBC Asset Management Inc | 15,791 | $2.35M | 0.01% | +1,356+9.4% | Added |
| Schonfeld Strategic Advisors LLC | 15,742 | $2.34M | 0.02% | +3,142+24.9% | Added |
| Susquehanna International Group Ltd. | 15,726 | $2.34M | 0.55% | +15,726 | New |
| FORA Capital, LLC | 15,697 | $2.33M | 0.19% | −5,599−26.3% | Reduced |
| Beacon Pointe Advisors, LLC | 15,639 | $2.33M | 0.03% | +1,203+8.3% | Added |
| Private Advisor Group, LLC | 15,289 | $2.27M | 0.02% | +668+4.6% | Added |
| Highland Capital Management, LLC | 15,289 | $2.27M | 0.13% | −30.0% | Reduced |
| Haverford Trust Co | 15,219 | $2.26M | 0.02% | −1,433−8.6% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 14,982 | $2.23M | 1.62% | +300+2.0% | Added |
| Courier Capital LLC | 14,970 | $2.23M | 0.16% | −410−2.7% | Reduced |
| Searle & Co. | 14,896 | $2.22M | 0.57% | −26−0.2% | Reduced |
| First Foundation Advisors | 14,817 | $2.20M | 0.09% | −32,704−68.8% | Reduced |
| Woodmont Investment Counsel LLC | 14,744 | $2.19M | 0.18% | −148−1.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 14,661 | $2.18M | 0.50% | +576+4.1% | Added |
| Whittier Trust Co | 14,595 | $2.17M | 0.03% | −856−5.5% | Reduced |
| Wetherby Asset Management Inc | 14,506 | $2.16M | 0.10% | −411−2.8% | Reduced |
| GYL Financial Synergies, LLC | 14,474 | $2.15M | 0.17% | +3,643+33.6% | Added |
| Sound View Wealth Advisors Group, LLC | 14,183 | $2.11M | 0.22% | +442+3.2% | Added |
| Procyon Private Wealth Partners, LLC | 14,153 | $2.11M | 0.16% | +6,171+77.3% | Added |
| Louisbourg Investments Inc. | 14,026 | $2.09M | 0.58% | +1,458+11.6% | Added |
| Dodge & Cox | 13,911 | $2.07M | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13,850 | $2.06M | 0.06% | +824+6.3% | Added |
| JustInvest LLC | 13,718 | $2.04M | 0.04% | +3,249+31.0% | Added |
| Central Pacific Bank - Trust Division | 13,700 | $2.03M | 0.25% | +13,700 | New |
| 1832 Asset Management L.P. | 13,379 | $1.99M | 0.00% | −48,124−78.2% | Reduced |
| Mercer Global Advisors Inc | 13,340 | $1.98M | 0.01% | −2,018−13.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,226 | $1.97M | 0.00% | −5,402−29.0% | Reduced |
| South State Corp. | 13,211 | $1.97M | 0.15% | +2,291+21.0% | Added |
| London & Capital Asset Management Ltd | 13,192 | $1.96M | 0.15% | +1,593+13.7% | Added |
| Auxier Asset Management | 13,184 | $1.96M | 0.30% | −100−0.8% | Reduced |
| Mystic Asset Management, Inc. | 13,156 | $1.96M | 0.81% | +495+3.9% | Added |
| Brookmont Capital Management | 13,113 | $1.95M | 1.03% | +93+0.7% | Added |
| GWM Advisors LLC | 12,996 | $1.93M | 0.02% | +731+6.0% | Added |
| Stock Yards Bank & Trust Co | 12,973 | $1.93M | 0.06% | +435+3.5% | Added |
| Commerce Bank | 12,944 | $1.93M | 0.01% | −576−4.3% | Reduced |
| Boston Family Office LLC | 12,907 | $1.92M | 0.14% | +78+0.6% | Added |
| Kestra Private Wealth Services, LLC | 12,840 | $1.91M | 0.04% | +743+6.1% | Added |
| Sather Financial Group Inc | 12,785 | $1.90M | 0.14% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,586 | $1.87M | 0.10% | −360−2.8% | Reduced |
| Roberts Wealth Advisors, LLC | 13,614 | $1.87M | 0.70% | +609+4.7% | Added |
| Old Port Advisors | 12,545 | $1.87M | 0.57% | +1,723+15.9% | Added |
| Balentine LLC | 12,521 | $1.86M | 0.06% | +6,405+104.7% | Added |
| Northwest Investment Counselors, LLC | 12,494 | $1.86M | 0.45% | −322−2.5% | Reduced |
| WCG Wealth Advisors LLC | 12,475 | $1.86M | 0.16% | +12,475 | New |
| Pine Valley Investments Ltd Liability Co | 12,411 | $1.85M | 0.14% | −127−1.0% | Reduced |
| Hyman Charles D | 12,406 | $1.84M | 0.10% | −3,100−20.0% | Reduced |
| Westhampton Capital, LLC | 12,390 | $1.84M | 1.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 12,242 | $1.84M | 0.30% | +4,166+51.6% | Added |
| Rodgers Brothers Inc. | 12,349 | $1.84M | 0.25% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 12,347 | $1.84M | 0.01% | −220−1.8% | Reduced |
| Fifth Third Bancorp | 12,258 | $1.82M | 0.01% | −24,579−66.7% | Reduced |
| Atria Wealth Solutions, Inc. | 12,137 | $1.82M | 0.02% | +2,467+25.5% | Added |
| Madison Asset Management, LLC | 12,222 | $1.82M | 0.02% | +103+0.8% | Added |
| Colony Group, LLC | 12,088 | $1.80M | 0.01% | +3,690+43.9% | Added |
| Park Avenue Securities LLC | 12,048 | $1.79M | 0.02% | +6,691+124.9% | Added |
| Inspire Trust Co, N.A. | 11,989 | $1.78M | 1.00% | +4,720+64.9% | Added |
| Regal Investment Advisors LLC | 11,904 | $1.77M | 0.12% | +528+4.6% | Added |
| Clear Harbor Asset Management, LLC | 11,796 | $1.75M | 0.15% | −1,462−11.0% | Reduced |
| Farther Finance Advisors, LLC | 11,861 | $1.75M | 0.11% | +1,176+11.0% | Added |