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Livermore
ZHEN

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.

Institutional holdersQ1 2024: 1,016 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ1 2024: $8.79B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2023.

Institutions holding DEO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Essex Savings Bank2,773$403.9K0.12%00.0%Unchanged
O'Brien Greene & Co. Inc2,705$402.3K0.13%−5−0.2%Reduced
Formidable Asset Management, LLC2,699$401.4K0.07%+109+4.2%Added
Beaumont Financial Advisors, LLC2,689$399.9K0.03%−12−0.4%Reduced
KPP Advisory Services LLC2,667$396.6K0.11%−198−6.9%Reduced
Dorchester Wealth Management Co2,665$396.4K0.07%00.0%Unchanged
Grey Street Capital, LLC2,625$394.6K0.05%+2,625New
Cedar Brook Financial Partners, LLC2,631$391.3K0.08%−1,676−38.9%Reduced
Stonehage Fleming Financial Services Holdings Ltd2,300$390.6K0.02%+2,300New
Flputnam Investment Management Co2,614$388.8K0.01%−198−7.0%Reduced
Perigon Wealth Management, LLC2,600$386.8K0.01%+946+57.2%Added
Atlantic Union Bankshares Corp2,598$386.4K0.03%−628−19.5%Reduced
Private Trust Co NA2,590$385.3K0.04%+55+2.2%Added
Mitchell Sinkler & Starr2,585$384.5K0.10%−7,894−75.3%Reduced
Ronald Blue Trust, Inc.2,583$384.1K0.01%+1,169+82.7%Added
Norden Group LLC2,581$383.9K0.08%−807−23.8%Reduced
Bank of Hawaii2,562$381.1K0.02%+2,562New
Zuckerman Investment Group, LLC2,555$380.0K0.04%+2,555New
Clearstead Advisors, LLC2,659$379.1K0.02%+33+1.3%Added
Epacria Capital Partners, LLC2,520$374.8K0.27%+2,520New
Financial Counselors Inc2,504$372.4K0.01%+2+0.1%Added
Spire Wealth Management2,503$372.2K0.01%−33−1.3%Reduced
Pinnacle West Asset Management, Inc.2,500$372.0K0.30%+65+2.7%Added
Atomi Financial Group, Inc.2,484$369.5K0.03%+1,081+77.0%Added
Pictet North America Advisors SA2,453$364.9K0.04%−26−1.0%Reduced
Principal Street Partners, LLC2,540$363.1K0.07%−19−0.7%Reduced
King Luther Capital Management Corp2,435$362.2K0.00%−206−7.8%Reduced
PFG Investments, LLC2,433$361.9K0.02%+2,433New
Transatlantique Private Wealth LLC2,433$361.9K0.16%+1,014+71.5%Added
LRI Investments, LLC2,431$361.6K0.09%+2,431New
Schechter Investment Advisors, LLC2,430$361.4K0.03%+678+38.7%Added
Edge Capital Group, LLC2,424$360.5K0.02%−43,381−94.7%Reduced
Intelligent Financial Strategies2,389$360.0K0.22%−777−24.5%Reduced
MJP Associates Inc2,419$359.8K0.08%+217+9.9%Added
Axq Capital, LP2,400$357.0K0.09%+2,400New
Inlet Private Wealth, LLC2,350$349.5K0.10%00.0%Unchanged
Icon Wealth Advisors, LLC2,348$349.2K0.03%−545−18.8%Reduced
BancorpSouth Bank2,340$348.1K0.03%−286−10.9%Reduced
Tritonpoint Wealth, LLC2,789$346.8K0.04%+408+17.1%Added
Wexford Capital LP2,330$346.6K0.07%+504+27.6%Added
Centaurus Financial, Inc.2,323$346.0K0.02%+738+46.6%Added
Merit Financial Group, LLC2,489$342.1K0.01%+148+6.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,299$342.0K0.02%+2,279+11,395.0%Added
RSM US Wealth Management LLC2,293$341.1K0.01%+175+8.3%Added
Covenant Partners, LLC2,277$338.7K0.10%+2,277New
BSW Wealth Partners2,276$338.5K0.06%+695+44.0%Added
LGL Partners, LLC2,272$337.9K0.06%+838+58.4%Added
McDonald Partners LLC2,253$335.1K0.09%−100−4.2%Reduced
Alliancebernstein L.P.2,243$333.6K0.00%−198−8.1%Reduced
Advocate Group LLC2,237$332.7K0.07%−43−1.9%Reduced
Legacy Financial Advisors, Inc.2,223$330.6K0.06%+768+52.8%Added
Moneta Group Investment Advisors LLC2,209$330.4K0.01%−129−5.5%Reduced
Bessemer Group Inc2,210$330.0K0.00%−2,320−51.2%Reduced
Susquehanna International Group, LLP2,218$329.9K0.00%−5,086−69.6%Reduced
Nicholas Hoffman & Company, LLC.2,212$329.0K0.02%+203+10.1%Added
Coastal Investment Advisors, Inc.2,202$327.5K0.07%+49+2.3%Added
Hardman Johnston Global Advisors LLC2,200$327.2K0.01%00.0%Unchanged
Lantern Wealth Advisors, LLC2,200$327.2K0.23%00.0%Unchanged
NTV Asset Management LLC2,175$323.5K0.05%00.0%Unchanged
Carson Advisory Inc.2,162$321.6K0.23%+301+16.2%Added
Gallacher Capital Management LLC2,162$321.5K0.16%+285+15.2%Added
J.W. Cole Advisors, Inc.2,158$321.0K0.02%+78+3.8%Added
Marcum Wealth, LLC2,143$318.8K0.03%+460+27.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC2,143$318.8K0.00%+1,042+94.6%Added
Wilbanks Smith & Thomas Asset Management LLC2,131$317.0K0.01%−1,473−40.9%Reduced
Bridgefront Capital, LLC2,126$316.2K0.24%−1,586−42.7%Reduced
GAMMA Investing LLC2,126$316.1K0.06%+152+7.7%Added
Regatta Capital Group, LLC2,115$314.6K0.07%+2,115New
FDx Advisors, Inc.2,096$312.0K0.05%−3,856−64.8%Reduced
InterOcean Capital Group, LLC2,092$311.2K0.01%−311−12.9%Reduced
180 Wealth Advisors, LLC2,091$311.0K0.06%+37+1.8%Added
Financial Advocates Investment Management2,085$310.1K0.02%+205+10.9%Added
EP Wealth Advisors, LLC2,083$309.8K0.00%−84−3.9%Reduced
Chicago Partners Investment Group LLC2,198$308.8K0.01%+58+2.7%Added
Quad-Cities Investment Group, LLC2,075$308.6K0.18%−65−3.0%Reduced
Forum Financial Management, LP2,072$308.2K0.01%−340−14.1%Reduced
Buckingham Strategic Wealth, LLC2,069$307.7K0.00%+244+13.4%Added
Geller Advisors LLC2,065$307.2K0.02%+2,065New
Old National Bancorp2,058$306.1K0.01%+367+21.7%Added
Brookstone Capital Management2,051$305.1K0.01%+2,051New
Ruggaard & Associates LLC2,044$304.0K0.14%00.0%Unchanged
Empower Advisory Group, LLC2,035$302.7K0.00%+2,035New
Carnegie Capital Asset Management, LLC2,025$301.2K0.01%+99+5.1%Added
Laraway Financial Inc2,017$300.0K0.26%−15−0.7%Reduced
Guardian Wealth Advisors, LLC2,009$298.8K0.04%+513+34.3%Added
Fort Washington Investment Advisors Inc2,006$298.4K0.00%+6+0.3%Added
Arkadios Wealth Advisors1,998$297.1K0.02%+1,998New
Headinvest, LLC1,997$297.0K0.06%00.0%Unchanged
Shelton Capital Management1,990$296.0K0.01%−100−4.8%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,968$292.8K0.05%−275−12.3%Reduced
Hartline Investment Corp1,968$292.8K0.05%+1,968New
Hancock Whitney Corp1,966$292.4K0.01%+1,966New
Equitable Holdings, Inc.1,962$291.8K0.00%−94−4.6%Reduced
Sage Rhino Capital LLC1,955$290.8K0.07%+69+3.7%Added
Capital Investment Advisory Services, LLC1,954$290.6K0.03%+120+6.5%Added
Concentric Wealth Management, LLC1,950$290.0K0.08%00.0%Unchanged
Schrum Private Wealth Management LLC1,946$289.4K0.26%+200+11.5%Added
First City Capital Management, Inc.1,934$287.7K0.16%00.0%Unchanged
Five Oceans Advisors1,932$287.4K0.15%00.0%Unchanged
Vident Advisory, LLC1,926$286.5K0.01%−224−10.4%Reduced