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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 11,761 | $1.75M | 0.09% | +3,483+42.1% | Added |
| Stephens Inc | 11,664 | $1.73M | 0.03% | −100−0.9% | Reduced |
| Galibier Capital Management Ltd. | 11,613 | $1.73M | 0.41% | −900−7.2% | Reduced |
| Advisory Services Network, LLC | 11,613 | $1.73M | 0.04% | −1,755−13.1% | Reduced |
| Optimist Retirement Group LLC | 11,579 | $1.72M | 0.88% | +4,143+55.7% | Added |
| Mutual Advisors, LLC | 11,480 | $1.71M | 0.05% | +2,344+25.7% | Added |
| Wambolt & Associates, LLC | 11,536 | $1.71M | 0.51% | +1,692+17.2% | Added |
| Raymond James Trust N.A. | 11,298 | $1.68M | 0.04% | +1,001+9.7% | Added |
| Douglass Winthrop Advisors, LLC | 11,240 | $1.67M | 0.03% | −5,924−34.5% | Reduced |
| GSB Wealth Management, LLC | 10,935 | $1.63M | 0.46% | −38−0.3% | Reduced |
| Aquatic Capital Management LLC | 10,900 | $1.62M | 0.05% | +9,500+678.6% | Added |
| Argent Trust Co | 10,812 | $1.61M | 0.07% | +9,010+500.0% | Added |
| Panagora Asset Management Inc | 10,796 | $1.61M | 0.01% | +10,796 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 10,750 | $1.60M | 0.17% | −427−3.8% | Reduced |
| West Coast Financial LLC | 10,629 | $1.58M | 0.19% | −76−0.7% | Reduced |
| Parallel Advisors, LLC | 10,460 | $1.56M | 0.04% | −1,221−10.5% | Reduced |
| Quotient Wealth Partners, LLC | 10,454 | $1.55M | 0.06% | −2,765−20.9% | Reduced |
| Balyasny Asset Management LLC | 10,426 | $1.55M | 0.00% | +1,474+16.5% | Added |
| Concurrent Investment Advisors, LLC | 10,385 | $1.54M | 0.06% | +6,248+151.0% | Added |
| Knollwood Investment Advisory, LLC | 10,137 | $1.51M | 0.27% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 10,040 | $1.49M | 0.16% | −12,510−55.5% | Reduced |
| Councilmark Asset Management, LLC | 10,037 | $1.49M | 1.08% | +10,037 | New |
| Toronto Dominion Bank | 9,949 | $1.48M | 0.00% | +90+0.9% | Added |
| Meixler Investment Management, Ltd. | 9,817 | $1.46M | 1.10% | +340+3.6% | Added |
| Arlington Partners LLC | 9,794 | $1.46M | 0.74% | +9,794 | New |
| Jones Financial Companies LLLP | 9,775 | $1.45M | 0.00% | +304+3.2% | Added |
| 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 |
| Yousif Capital Management, LLC | 9,636 | $1.43M | 0.02% | −230−2.3% | Reduced |
| Synovus Financial Corp | 9,577 | $1.43M | 0.02% | −83−0.9% | Reduced |
| Geneos Wealth Management Inc. | 9,494 | $1.41M | 0.06% | +9,068+2,128.6% | Added |
| Lantz Financial LLC | 9,386 | $1.40M | 0.45% | +20+0.2% | Added |
| Atlas Private Wealth Management | 9,276 | $1.38M | 0.58% | +1,847+24.9% | Added |
| Voya Financial Advisors, Inc. | 9,224 | $1.38M | 0.16% | +9,224 | New |
| HB Wealth Management, LLC | 9,206 | $1.37M | 0.02% | +665+7.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,184 | $1.37M | 0.02% | +624+7.3% | Added |
| Wealthspire Advisors, LLC | 9,162 | $1.36M | 0.02% | −343−3.6% | Reduced |
| Sapient Capital LLC | 8,960 | $1.35M | 0.03% | −695−7.2% | Reduced |
| Colonial Trust Co | 8,961 | $1.33M | 0.25% | −381−4.1% | Reduced |
| Twin Tree Management, LP | 8,939 | $1.33M | 0.03% | +8,939 | New |
| Coppell Advisory Solutions Corp. | 8,900 | $1.32M | 0.25% | +8,900 | New |
| Welch & Forbes LLC | 8,786 | $1.31M | 0.02% | −307−3.4% | Reduced |
| Jane Street Group, LLC | 8,782 | $1.31M | 0.00% | −11,866−57.5% | Reduced |
| Radnor Capital Management, LLC | 8,770 | $1.30M | 0.22% | −3,518−28.6% | Reduced |
| Alaethes Wealth LLC | 8,625 | $1.30M | 0.57% | +1,163+15.6% | Added |
| CoreCap Advisors, LLC | 8,654 | $1.29M | 0.07% | +411+5.0% | Added |
| TD Asset Management Inc | 8,651 | $1.29M | 0.00% | +292+3.5% | Added |
| Hamel Associates, Inc. | 8,540 | $1.27M | 0.41% | −825−8.8% | Reduced |
| We Are One Seven, LLC | 8,509 | $1.27M | 0.07% | −629−6.9% | Reduced |
| Guggenheim Capital LLC | 8,507 | $1.27M | 0.01% | +237+2.9% | Added |
| Lawson Kroeker Investment Management Inc | 8,410 | $1.25M | 0.24% | −5,836−41.0% | Reduced |
| Addison Capital Co | 8,378 | $1.25M | 0.62% | +1,012+13.7% | Added |
| Crossmark Global Holdings, Inc. | 8,323 | $1.24M | 0.02% | +12+0.1% | Added |
| KMG Fiduciary Partners, LLC | 8,312 | $1.24M | 0.13% | +540+6.9% | Added |
| Eagle Global Advisors LLC | 8,269 | $1.23M | 0.07% | −10,434−55.8% | Reduced |
| State Street Corp | 8,180 | $1.23M | 0.00% | −40−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 34,636 | $1.22M | 0.04% | −132−0.4% | Reduced |
| Rockline Wealth Management, LLC | 8,146 | $1.21M | 0.42% | +306+3.9% | Added |
| National Asset Management, Inc. | 7,966 | $1.21M | 0.03% | +1,050+15.2% | Added |
| Griffin Asset Management, Inc. | 8,102 | $1.21M | 0.14% | −85−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,090 | $1.20M | 0.22% | −291−3.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,087 | $1.20M | 0.13% | +910+12.7% | Added |
| Euro Pacific Asset Management, LLC | 8,149 | $1.19M | 0.24% | −30−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,020 | $1.19M | 0.28% | −1,360−14.5% | Reduced |
| Avantax Advisory Services, Inc. | 7,994 | $1.19M | 0.01% | +355+4.6% | Added |
| Transcend Wealth Collective, LLC | 7,982 | $1.19M | 0.10% | +1,196+17.6% | Added |
| Signaturefd, LLC | 7,876 | $1.17M | 0.02% | +639+8.8% | Added |
| Apollon Wealth Management, LLC | 7,874 | $1.17M | 0.04% | −1,253−13.7% | Reduced |
| Nuveen Asset Management, LLC | 7,813 | $1.17M | 0.00% | +3,773+93.4% | Added |
| SYSTM Wealth Solutions LLC | 7,816 | $1.17M | 0.15% | −1,333−14.6% | Reduced |
| Citadel Advisors LLC | 7,869 | $1.17M | 0.00% | −164,403−95.4% | Reduced |
| Capstone Triton Financial Group, LLC | 7,862 | $1.17M | 0.83% | +296+3.9% | Added |
| World Equity Group, Inc. | 7,861 | $1.17M | 0.24% | +7,861 | New |
| Bull Street Advisors, LLC | 7,815 | $1.16M | 0.56% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 7,792 | $1.16M | 0.02% | −500−6.0% | Reduced |
| Capital Insight Partners, LLC | 7,685 | $1.14M | 0.21% | −426−5.3% | Reduced |
| Iams Wealth Management, LLC | 7,362 | $1.13M | 0.69% | +1,504+25.7% | Added |
| PEAK6 Investments LLC | 7,556 | $1.12M | 0.05% | +2,139+39.5% | Added |
| Stokes Family Office, LLC | 7,546 | $1.12M | 0.14% | −73−1.0% | Reduced |
| Founders Financial Securities LLC | 7,527 | $1.12M | 0.12% | +1,007+15.4% | Added |
| Prescott Group Capital Management, L.L.C. | 7,500 | $1.12M | 0.18% | +7,500 | New |
| Horizon Investments, LLC | 7,484 | $1.11M | 0.03% | +1,021+15.8% | Added |
| Joel Isaacson & Co., LLC | 7,465 | $1.11M | 0.06% | −200−2.6% | Reduced |
| Proficio Capital Partners LLC | 7,422 | $1.10M | 0.12% | +7+0.1% | Added |
| Weatherly Asset Management L. P. | 7,335 | $1.10M | 0.11% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,356 | $1.09M | 0.05% | +128+1.8% | Added |
| Global Retirement Partners, LLC | 7,278 | $1.08M | 0.04% | +6,672+1,101.0% | Added |
| QRG Capital Management, Inc. | 7,185 | $1.07M | 0.01% | +1,011+16.4% | Added |
| Pekin Hardy Strauss, Inc. | 7,146 | $1.06M | 0.15% | +1,277+21.8% | Added |
| Ingalls & Snyder LLC | 7,073 | $1.05M | 0.05% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,984 | $1.05M | 0.06% | −165−2.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,045 | $1.05M | 0.06% | −1,485−17.4% | Reduced |
| First Horizon Advisors, Inc. | 7,010 | $1.04M | 0.03% | −638−8.3% | Reduced |
| Ervin Investment Management, LLC | 6,966 | $1.04M | 0.73% | −290−4.0% | Reduced |
| Cape Investment Advisory, Inc. | 6,914 | $1.03M | 0.48% | +6,746+4,015.5% | Added |
| Ritholtz Wealth Management | 6,885 | $1.02M | 0.04% | +1,285+22.9% | Added |
| Fiduciary Management Inc | 6,878 | $1.02M | 0.01% | +240+3.6% | Added |
| Peapack Gladstone Financial Corp | 6,874 | $1.02M | 0.02% | −1,199−14.9% | Reduced |
| Dillon & Associates Inc | 6,849 | $1.02M | 0.16% | −525−7.1% | Reduced |
| Unique Wealth Strategies, LLC | 6,837 | $1.02M | 0.50% | +6,837 | New |