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 |
|---|---|---|---|---|---|
| Umb Bank N A | 4,070 | $605.4K | 0.01% | −1,803−30.7% | Reduced |
| Headlands Technologies LLC | 4,060 | $603.9K | 0.15% | +4,060 | New |
| Kathleen S. Wright Associates Inc. | 4,045 | $601.7K | 0.28% | +330+8.9% | Added |
| Beacon Financial Group | 4,045 | $601.7K | 0.07% | +2,016+99.4% | Added |
| IHT Wealth Management, LLC | 4,030 | $599.4K | 0.02% | +4,030 | New |
| Williams Jones Wealth Management, LLC. | 4,028 | $599.1K | 0.01% | +61+1.5% | Added |
| CWM, LLC | 4,022 | $598.0K | 0.00% | +1,646+69.3% | Added |
| Stonegate Investment Group, LLC | 3,999 | $594.8K | 0.02% | +543+15.7% | Added |
| Fiera Capital Corp | 3,999 | $594.8K | 0.00% | −918−18.7% | Reduced |
| Winning Points Advisors, LLC | 4,081 | $594.4K | 0.92% | 00.0% | Unchanged |
| Regions Financial Corp | 3,986 | $592.9K | 0.00% | −163−3.9% | Reduced |
| Cypress Asset Management Inc | 3,685 | $592.7K | 0.16% | −23,429−86.4% | Reduced |
| Coldstream Capital Management Inc | 3,951 | $587.7K | 0.01% | +325+9.0% | Added |
| Twelve Points Wealth Management LLC | 3,942 | $586.3K | 0.21% | −58−1.5% | Reduced |
| Grimes & Company, Inc. | 3,940 | $586.0K | 0.02% | −284−6.7% | Reduced |
| Ieq Capital, LLC | 3,915 | $582.3K | 0.01% | −1,459−27.1% | Reduced |
| Highlander Capital Management, LLC | 3,900 | $580.1K | 0.20% | 00.0% | Unchanged |
| Stableford Capital II LLC | 3,853 | $573.1K | 0.23% | +23+0.6% | Added |
| Columbia Asset Management | 3,923 | $571.0K | 0.12% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 3,833 | $570.1K | 0.02% | +3,833 | New |
| Norman Fields, Gottscho Capital Management, LLC | 3,830 | $570.0K | 0.21% | −20−0.5% | Reduced |
| Quadrant Capital Group LLC | 3,824 | $569.0K | 0.04% | +114+3.1% | Added |
| Wedbush Securities Inc | 3,826 | $569.0K | 0.02% | +1,507+65.0% | Added |
| Caldwell Trust Co | 3,810 | $566.7K | 0.07% | −9−0.2% | Reduced |
| Salvus Wealth Management, LLC | 3,808 | $566.4K | 0.39% | −10.0% | Reduced |
| Wimmer Associates 1, LLC | 3,805 | $566.0K | 0.30% | +15+0.4% | Added |
| Welch Group, LLC | 3,800 | $565.2K | 0.03% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 3,797 | $564.8K | 0.25% | −208−5.2% | Reduced |
| Profund Advisors LLC | 3,778 | $561.9K | 0.02% | −530−12.3% | Reduced |
| Pitti Group Wealth Management, LLC | 3,977 | $560.3K | 0.63% | −36−0.9% | Reduced |
| Wilkins Investment Counsel Inc | 3,710 | $551.8K | 0.08% | +3,710 | New |
| Affiance Financial, LLC | 3,702 | $550.8K | 0.15% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,773 | $549.5K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 3,686 | $548.3K | 0.01% | −730−16.5% | Reduced |
| Diversify Advisory Services, LLC | 3,677 | $543.5K | 0.03% | +3,677 | New |
| Texas Yale Capital Corp. | 3,650 | $542.9K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,648 | $542.6K | 0.05% | +192+5.6% | Added |
| 9258 Wealth Management, LLC | 3,637 | $541.0K | 0.08% | +5+0.1% | Added |
| GeoWealth Management, LLC | 3,594 | $534.6K | 0.02% | +1,208+50.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,560 | $529.5K | 0.08% | +385+12.1% | Added |
| Angeles Investment Advisors, LLC | 3,531 | $529.1K | 0.03% | +770+27.9% | Added |
| H&H Retirement Design & Management INC | 3,717 | $528.2K | 0.35% | +3,717 | New |
| Wrapmanager Inc | 3,491 | $519.3K | 0.14% | +218+6.7% | Added |
| Mesirow Financial Investment Management, Inc. | 3,446 | $512.5K | 0.01% | +245+7.7% | Added |
| HBK Sorce Advisory LLC | 3,445 | $512.4K | 0.02% | +552+19.1% | Added |
| First Nebraska Trust Co | 3,443 | $512.1K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 3,440 | $511.7K | 0.06% | −954−21.7% | Reduced |
| Coerente Capital Management | 3,415 | $507.9K | 0.10% | +1,905+126.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,410 | $507.2K | 0.04% | +1,282+60.2% | Added |
| L.M. Kohn & Company | 3,410 | $507.2K | 0.14% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,400 | $505.7K | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,342 | $502.6K | 0.14% | −159−4.5% | Reduced |
| Probity Advisors, Inc. | 3,367 | $500.8K | 0.10% | −530−13.6% | Reduced |
| Glenview Trust Co | 3,351 | $498.4K | 0.01% | −59−1.7% | Reduced |
| Dynamic Advisor Solutions LLC | 3,322 | $494.1K | 0.02% | +92+2.8% | Added |
| TD Private Client Wealth LLC | 3,316 | $493.2K | 0.02% | +2,374+252.0% | Added |
| Summitry LLC | 3,281 | $488.0K | 0.03% | +30+0.9% | Added |
| Summit Trail Advisors, LLC | 3,244 | $487.7K | 0.01% | +77+2.4% | Added |
| Altfest L J & Co Inc | 3,266 | $486.0K | 0.07% | +3,266 | New |
| Bard Financial Services, Inc. | 3,200 | $476.0K | 0.05% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 3,149 | $468.4K | 0.11% | −664−17.4% | Reduced |
| Howland Capital Management LLC | 3,109 | $467.5K | 0.02% | −8−0.3% | Reduced |
| PAX Financial Group, LLC | 3,118 | $463.8K | 0.09% | +119+4.0% | Added |
| Ategra Capital Management, LLC | 3,099 | $460.9K | 0.21% | +1,351+77.3% | Added |
| Gradient Investments LLC | 3,095 | $460.4K | 0.01% | −233−7.0% | Reduced |
| Buckingham Strategic Partners | 3,072 | $456.9K | 0.01% | +3,072 | New |
| Canvas Wealth Advisors, LLC | 3,252 | $456.5K | 0.15% | −1,692−34.2% | Reduced |
| Aaron Wealth Advisors | 3,064 | $455.7K | 0.07% | +3,064 | New |
| Alliance Wealth Advisors, LLC | 3,050 | $453.7K | 0.14% | +197+6.9% | Added |
| Tower Research Capital LLC (TRC) | 3,045 | $452.9K | 0.01% | +2,243+279.7% | Added |
| Marks Group Wealth Management, Inc | 3,041 | $452.3K | 0.05% | −1,167−27.7% | Reduced |
| Cohen Investment Advisors LLC | 3,038 | $451.9K | 0.29% | −76−2.4% | Reduced |
| Integrated Advisors Network LLC | 3,030 | $450.6K | 0.02% | +180+6.3% | Added |
| Lincoln National Corp | 3,017 | $448.8K | 0.01% | +420+16.2% | Added |
| Alhambra Investment Partners LLC | 3,005 | $447.0K | 0.24% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,999 | $446.1K | 0.04% | +109+3.8% | Added |
| Valmark Advisers, Inc. | 2,986 | $444.1K | 0.01% | −125−4.0% | Reduced |
| HighPoint Advisor Group LLC | 3,108 | $443.0K | 0.03% | −70−2.2% | Reduced |
| Fiduciary Group LLC | 2,975 | $442.5K | 0.05% | −45−1.5% | Reduced |
| Imprint Wealth LLC | 2,986 | $441.4K | 0.11% | +101+3.5% | Added |
| Adalta Capital Management LLC | 2,925 | $439.8K | 0.24% | +2,925 | New |
| Wynn Capital, LLC | 2,952 | $439.1K | 0.34% | +130+4.6% | Added |
| Murphy Pohlad Asset Management LLC | 2,952 | $439.1K | 0.17% | −140−4.5% | Reduced |
| Fragasso Group Inc. | 2,947 | $438.4K | 0.04% | +73+2.5% | Added |
| Steward Partners Investment Solutions, LLC | 2,943 | $437.7K | 0.07% | +2,943 | New |
| Checchi Capital Advisers, LLC | 2,920 | $434.3K | 0.03% | +186+6.8% | Added |
| Crawford Investment Counsel Inc | 2,918 | $434.0K | 0.01% | +56+2.0% | Added |
| WSFS Capital Management, LLC | 2,337 | $431.9K | 0.02% | −2,136−47.8% | Reduced |
| Northwest & Ethical Investments L.P. | 2,900 | $431.3K | 0.01% | −34−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 2,887 | $429.4K | 0.02% | +1,422+97.1% | Added |
| Mission Wealth Management, LP | 2,874 | $427.5K | 0.01% | +279+10.8% | Added |
| Lester Murray Antman dba SimplyRich | 2,860 | $426.0K | 0.14% | +379+15.3% | Added |
| Aptus Capital Advisors, LLC | 2,836 | $421.8K | 0.01% | +676+31.3% | Added |
| Greenwood Gearhart Inc | 2,825 | $420.3K | 0.04% | −374−11.7% | Reduced |
| Fca Corp | 2,800 | $416.5K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,790 | $415.0K | 0.05% | −321−10.3% | Reduced |
| ProVise Management Group, LLC | 2,778 | $413.2K | 0.04% | +383+16.0% | Added |
| Farmers & Merchants Investments Inc | 2,765 | $411.3K | 0.01% | −1,136−29.1% | Reduced |
| Cullen Investment Group, Ltd. | 2,735 | $407.7K | 0.06% | −518−15.9% | Reduced |
| Sunbelt Securities, Inc. | 2,737 | $407.1K | 0.05% | +352+14.8% | Added |