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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
Abbot Financial Management, Inc.1,925$286.3K0.16%−150−7.2%Reduced
Willner & Heller, LLC1,914$284.7K0.28%00.0%Unchanged
KCM Investment Advisors LLC1,892$281.4K0.01%−7−0.4%Reduced
Avestar Capital, LLC1,889$281.0K0.03%+135+7.7%Added
PDS Planning, Inc1,884$280.3K0.03%+32+1.7%Added
Strategic Global Advisors, LLC1,872$278.4K0.06%−16−0.8%Reduced
Aspiriant, LLC1,865$277.4K0.01%−154−7.6%Reduced
DRW Securities, LLC1,863$277.1K0.02%+1,863New
Jeppson Wealth Management, LLC1,856$276.1K0.11%−130−6.5%Reduced
Hilltop Holdings Inc.1,847$274.7K0.03%−22−1.2%Reduced
Aries Wealth Management1,836$273.1K0.09%−20−1.1%Reduced
Parkside Financial Bank & Trust1,835$272.9K0.04%+78+4.4%Added
Doliver Advisors, LP1,821$270.9K0.08%−136−6.9%Reduced
Pitcairn Co1,795$267.0K0.02%−67−3.6%Reduced
Clarius Group, LLC1,780$264.8K0.02%−95−5.1%Reduced
Vontobel Holding Ltd.1,767$262.9K0.00%+1,767New
Wiley Bros.-Aintree Capital, LLC1,743$259.3K0.04%+1,743New
Beacon Investment Advisory Services, Inc.1,726$256.7K0.01%+1,726New
Harbour Investments, Inc.1,713$254.9K0.01%−21−1.2%Reduced
Credit Suisse AG1,713$254.8K0.00%+1,713New
Kingsview Wealth Management, LLC1,708$254.0K0.01%+228+15.4%Added
Atlas Wealth Partners, LLC1,825$254.0K1.38%−15−0.8%Reduced
Inscription Capital, LLC1,708$254.0K0.04%+130+8.2%Added
Great Valley Advisor Group, Inc.1,702$253.0K0.01%−33−1.9%Reduced
Henshaw Capital LLC1,681$250.0K0.01%−310−15.6%Reduced
Cascade Financial Partners, LLC1,814$248.6K0.04%+1,814New
Western Wealth Management, LLC1,662$247.3K0.02%−526−24.0%Reduced
Resonant Capital Advisors, LLC1,632$245.4K0.02%+199+13.9%Added
Intrust Bank NA1,649$245.3K0.03%−1,863−53.0%Reduced
Bryn Mawr Trust Co1,644$244.5K0.01%+1,644New
Keel Point, LLC1,643$244.4K0.03%+59+3.7%Added
Brandywine Oak Private Wealth LLC1,643$244.4K0.03%−10−0.6%Reduced
Roman Butler Fullerton & Co1,710$243.0K0.09%−132−7.2%Reduced
Moody Lynn & Lieberson, LLC1,628$242.1K0.02%−9,883−85.9%Reduced
Greenfield Savings Bank1,625$241.7K0.13%00.0%Unchanged
Argonautica Private Wealth Management, Inc1,609$239.3K0.09%−163−9.2%Reduced
Earnest Partners LLC1,604$238.6K0.00%+5+0.3%Added
Point72 Asset Management, L.P.1,600$238.0K0.00%+1,600New
Rathbone Brothers plc1,593$236.9K0.00%−50−3.0%Reduced
Hara Capital LLC1,585$235.8K0.14%00.0%Unchanged
SOL Capital Management CO1,580$235.0K0.03%00.0%Unchanged
Henry James International Management, Inc.1,577$234.6K0.07%00.0%Unchanged
Legacy Capital Group California, Inc.1,576$234.4K0.09%+111+7.6%Added
Paragon Capital Management Ltd1,575$234.3K0.04%−175−10.0%Reduced
LCNB Corp1,568$233.2K0.08%−358−18.6%Reduced
EverSource Wealth Advisors, LLC1,685$232.9K0.02%+983+140.0%Added
Sanders Morris Harris LLC1,565$232.8K0.04%+1,565New
TFG Advisers LLC1,564$232.6K0.09%−447−22.2%Reduced
Albert D Mason Inc1,559$232.0K0.14%−17−1.1%Reduced
West Family Investments, Inc.1,557$231.6K0.07%+164+11.8%Added
Norris Perne & French LLP1,555$231.3K0.02%00.0%Unchanged
Creative Financial Designs Inc1,554$231.1K0.02%+18+1.2%Added
First Affirmative Financial Network1,553$231.0K0.17%+41+2.7%Added
Newman Dignan & Sheerar, Inc.1,551$230.7K0.06%00.0%Unchanged
Cary Street Partners Asset Management LLC1,546$230.0K0.04%+22+1.4%Added
MONECO Advisors, LLC1,539$228.9K0.04%−88−5.4%Reduced
Founders Financial Alliance, LLC1,539$228.9K0.07%−590−27.7%Reduced
Malaga Cove Capital, LLC1,518$225.8K0.09%−21−1.4%Reduced
First National Corp1,546$225.2K0.06%00.0%Unchanged
Schulhoff & Co Inc1,508$224.3K0.10%00.0%Unchanged
Catalyst Financial Partners LLC1,584$222.3K0.06%−305−16.1%Reduced
Foster Victor Wealth Advisors, LLC1,571$221.3K0.02%00.0%Unchanged
Heartwood Wealth Advisors LLC1,481$220.3K0.03%00.0%Unchanged
Independence Bank of Kentucky1,481$220.3K0.07%+147+11.0%Added
Ameritas Advisory Services, LLC1,558$219.1K0.01%−191−10.9%Reduced
Carret Asset Management, LLC1,469$218.4K0.03%00.0%Unchanged
AE Wealth Management LLC1,449$215.5K0.00%−4,773−76.7%Reduced
Horan Securities, Inc.1,446$215.0K0.10%+9+0.6%Added
Brighton Jones LLC1,434$213.2K0.01%+1,434New
Sage Mountain Advisors LLC1,422$211.5K0.02%+1,422New
Tranquilli Financial Advisor LLC1,419$211.1K0.14%+1,419New
FirstPurpose Wealth LLC1,473$209.6K0.08%−316−17.7%Reduced
Tucker Asset Management LLC1,406$209.1K0.05%+357+34.0%Added
Kirtland Hills Capital Management, LLC1,488$209.1K0.18%+1,488New
Personal Cfo Solutions, LLC1,402$208.6K0.03%+1,402New
Excalibur Management Corp1,401$208.4K0.09%+1,401New
Roberts Glore & Co Inc1,399$208.1K0.06%00.0%Unchanged
Richwood Investment Advisors, LLC1,398$208.0K0.18%−51−3.5%Reduced
Koshinski Asset Management, Inc.1,396$207.6K0.02%+1,396New
Baker Boyer National Bank1,395$207.5K0.07%00.0%Unchanged
Nomura Holdings Inc1,391$206.9K0.00%+1,391New
M&R Capital Management Inc1,385$206.3K0.05%−150−9.8%Reduced
Dana Investment Advisors, Inc.1,385$206.0K0.01%−700−33.6%Reduced
Park National Corp1,380$205.3K0.01%+1,380New
HRT Financial LP1,383$205.0K0.00%+1,383New
Arden Trust Co1,374$204.4K0.03%−168−10.9%Reduced
Birch Hill Investment Advisors LLC1,374$204.4K0.01%00.0%Unchanged
Tacita Capital Inc1,350$200.8K0.14%00.0%Unchanged
Allspring Global Investments Holdings, LLC1,350$200.8K0.00%−5,360−79.9%Reduced
Quantbot Technologies LP1,338$199.0K0.01%−12,060−90.0%Reduced
Hazlett, Burt & Watson, Inc.1,345$199.0K0.12%00.0%Unchanged
Continuum Advisory, LLC1,355$193.5K0.03%+1,355New
IFP Advisors, Inc1,288$191.6K0.01%−27−2.1%Reduced
St Germain D J Co Inc1,285$191.1K0.01%00.0%Unchanged
Legacy Bridge, LLC1,277$189.9K0.11%−200−13.5%Reduced
Deutsche Bank AG1,254$186.5K0.00%−2,061−62.2%Reduced
Webster Bank, N. A.1,191$177.1K0.02%−100−7.7%Reduced
Salem Investment Counselors Inc1,174$176.5K0.01%+226+23.8%Added
Allworth Financial LP1,152$171.4K0.00%−42−3.5%Reduced
Harbor Investment Advisory, LLC1,146$170.4K0.02%−71−5.8%Reduced