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 |
|---|---|---|---|---|---|
| Abbot Financial Management, Inc. | 1,925 | $286.3K | 0.16% | −150−7.2% | Reduced |
| Willner & Heller, LLC | 1,914 | $284.7K | 0.28% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,892 | $281.4K | 0.01% | −7−0.4% | Reduced |
| Avestar Capital, LLC | 1,889 | $281.0K | 0.03% | +135+7.7% | Added |
| PDS Planning, Inc | 1,884 | $280.3K | 0.03% | +32+1.7% | Added |
| Strategic Global Advisors, LLC | 1,872 | $278.4K | 0.06% | −16−0.8% | Reduced |
| Aspiriant, LLC | 1,865 | $277.4K | 0.01% | −154−7.6% | Reduced |
| DRW Securities, LLC | 1,863 | $277.1K | 0.02% | +1,863 | New |
| Jeppson Wealth Management, LLC | 1,856 | $276.1K | 0.11% | −130−6.5% | Reduced |
| Hilltop Holdings Inc. | 1,847 | $274.7K | 0.03% | −22−1.2% | Reduced |
| Aries Wealth Management | 1,836 | $273.1K | 0.09% | −20−1.1% | Reduced |
| Parkside Financial Bank & Trust | 1,835 | $272.9K | 0.04% | +78+4.4% | Added |
| Doliver Advisors, LP | 1,821 | $270.9K | 0.08% | −136−6.9% | Reduced |
| Pitcairn Co | 1,795 | $267.0K | 0.02% | −67−3.6% | Reduced |
| Clarius Group, LLC | 1,780 | $264.8K | 0.02% | −95−5.1% | Reduced |
| Vontobel Holding Ltd. | 1,767 | $262.9K | 0.00% | +1,767 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,743 | $259.3K | 0.04% | +1,743 | New |
| Beacon Investment Advisory Services, Inc. | 1,726 | $256.7K | 0.01% | +1,726 | New |
| Harbour Investments, Inc. | 1,713 | $254.9K | 0.01% | −21−1.2% | Reduced |
| Credit Suisse AG | 1,713 | $254.8K | 0.00% | +1,713 | New |
| Kingsview Wealth Management, LLC | 1,708 | $254.0K | 0.01% | +228+15.4% | Added |
| Atlas Wealth Partners, LLC | 1,825 | $254.0K | 1.38% | −15−0.8% | Reduced |
| Inscription Capital, LLC | 1,708 | $254.0K | 0.04% | +130+8.2% | Added |
| Great Valley Advisor Group, Inc. | 1,702 | $253.0K | 0.01% | −33−1.9% | Reduced |
| Henshaw Capital LLC | 1,681 | $250.0K | 0.01% | −310−15.6% | Reduced |
| Cascade Financial Partners, LLC | 1,814 | $248.6K | 0.04% | +1,814 | New |
| Western Wealth Management, LLC | 1,662 | $247.3K | 0.02% | −526−24.0% | Reduced |
| Resonant Capital Advisors, LLC | 1,632 | $245.4K | 0.02% | +199+13.9% | Added |
| Intrust Bank NA | 1,649 | $245.3K | 0.03% | −1,863−53.0% | Reduced |
| Bryn Mawr Trust Co | 1,644 | $244.5K | 0.01% | +1,644 | New |
| Keel Point, LLC | 1,643 | $244.4K | 0.03% | +59+3.7% | Added |
| Brandywine Oak Private Wealth LLC | 1,643 | $244.4K | 0.03% | −10−0.6% | Reduced |
| Roman Butler Fullerton & Co | 1,710 | $243.0K | 0.09% | −132−7.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,628 | $242.1K | 0.02% | −9,883−85.9% | Reduced |
| Greenfield Savings Bank | 1,625 | $241.7K | 0.13% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,609 | $239.3K | 0.09% | −163−9.2% | Reduced |
| Earnest Partners LLC | 1,604 | $238.6K | 0.00% | +5+0.3% | Added |
| Point72 Asset Management, L.P. | 1,600 | $238.0K | 0.00% | +1,600 | New |
| Rathbone Brothers plc | 1,593 | $236.9K | 0.00% | −50−3.0% | Reduced |
| Hara Capital LLC | 1,585 | $235.8K | 0.14% | 00.0% | Unchanged |
| SOL Capital Management CO | 1,580 | $235.0K | 0.03% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 1,577 | $234.6K | 0.07% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,576 | $234.4K | 0.09% | +111+7.6% | Added |
| Paragon Capital Management Ltd | 1,575 | $234.3K | 0.04% | −175−10.0% | Reduced |
| LCNB Corp | 1,568 | $233.2K | 0.08% | −358−18.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,685 | $232.9K | 0.02% | +983+140.0% | Added |
| Sanders Morris Harris LLC | 1,565 | $232.8K | 0.04% | +1,565 | New |
| TFG Advisers LLC | 1,564 | $232.6K | 0.09% | −447−22.2% | Reduced |
| Albert D Mason Inc | 1,559 | $232.0K | 0.14% | −17−1.1% | Reduced |
| West Family Investments, Inc. | 1,557 | $231.6K | 0.07% | +164+11.8% | Added |
| Norris Perne & French LLP | 1,555 | $231.3K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,554 | $231.1K | 0.02% | +18+1.2% | Added |
| First Affirmative Financial Network | 1,553 | $231.0K | 0.17% | +41+2.7% | Added |
| Newman Dignan & Sheerar, Inc. | 1,551 | $230.7K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,546 | $230.0K | 0.04% | +22+1.4% | Added |
| MONECO Advisors, LLC | 1,539 | $228.9K | 0.04% | −88−5.4% | Reduced |
| Founders Financial Alliance, LLC | 1,539 | $228.9K | 0.07% | −590−27.7% | Reduced |
| Malaga Cove Capital, LLC | 1,518 | $225.8K | 0.09% | −21−1.4% | Reduced |
| First National Corp | 1,546 | $225.2K | 0.06% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,508 | $224.3K | 0.10% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,584 | $222.3K | 0.06% | −305−16.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,571 | $221.3K | 0.02% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,481 | $220.3K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,481 | $220.3K | 0.07% | +147+11.0% | Added |
| Ameritas Advisory Services, LLC | 1,558 | $219.1K | 0.01% | −191−10.9% | Reduced |
| Carret Asset Management, LLC | 1,469 | $218.4K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,449 | $215.5K | 0.00% | −4,773−76.7% | Reduced |
| Horan Securities, Inc. | 1,446 | $215.0K | 0.10% | +9+0.6% | Added |
| Brighton Jones LLC | 1,434 | $213.2K | 0.01% | +1,434 | New |
| Sage Mountain Advisors LLC | 1,422 | $211.5K | 0.02% | +1,422 | New |
| Tranquilli Financial Advisor LLC | 1,419 | $211.1K | 0.14% | +1,419 | New |
| FirstPurpose Wealth LLC | 1,473 | $209.6K | 0.08% | −316−17.7% | Reduced |
| Tucker Asset Management LLC | 1,406 | $209.1K | 0.05% | +357+34.0% | Added |
| Kirtland Hills Capital Management, LLC | 1,488 | $209.1K | 0.18% | +1,488 | New |
| Personal Cfo Solutions, LLC | 1,402 | $208.6K | 0.03% | +1,402 | New |
| Excalibur Management Corp | 1,401 | $208.4K | 0.09% | +1,401 | New |
| Roberts Glore & Co Inc | 1,399 | $208.1K | 0.06% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,398 | $208.0K | 0.18% | −51−3.5% | Reduced |
| Koshinski Asset Management, Inc. | 1,396 | $207.6K | 0.02% | +1,396 | New |
| Baker Boyer National Bank | 1,395 | $207.5K | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,391 | $206.9K | 0.00% | +1,391 | New |
| M&R Capital Management Inc | 1,385 | $206.3K | 0.05% | −150−9.8% | Reduced |
| Dana Investment Advisors, Inc. | 1,385 | $206.0K | 0.01% | −700−33.6% | Reduced |
| Park National Corp | 1,380 | $205.3K | 0.01% | +1,380 | New |
| HRT Financial LP | 1,383 | $205.0K | 0.00% | +1,383 | New |
| Arden Trust Co | 1,374 | $204.4K | 0.03% | −168−10.9% | Reduced |
| Birch Hill Investment Advisors LLC | 1,374 | $204.4K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,350 | $200.8K | 0.14% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,350 | $200.8K | 0.00% | −5,360−79.9% | Reduced |
| Quantbot Technologies LP | 1,338 | $199.0K | 0.01% | −12,060−90.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,345 | $199.0K | 0.12% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,355 | $193.5K | 0.03% | +1,355 | New |
| IFP Advisors, Inc | 1,288 | $191.6K | 0.01% | −27−2.1% | Reduced |
| St Germain D J Co Inc | 1,285 | $191.1K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,277 | $189.9K | 0.11% | −200−13.5% | Reduced |
| Deutsche Bank AG | 1,254 | $186.5K | 0.00% | −2,061−62.2% | Reduced |
| Webster Bank, N. A. | 1,191 | $177.1K | 0.02% | −100−7.7% | Reduced |
| Salem Investment Counselors Inc | 1,174 | $176.5K | 0.01% | +226+23.8% | Added |
| Allworth Financial LP | 1,152 | $171.4K | 0.00% | −42−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,146 | $170.4K | 0.02% | −71−5.8% | Reduced |