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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 1,136 | $168.9K | 0.00% | +340+42.7% | Added |
| Hills Bank & Trust Co | 1,131 | $168.2K | 0.01% | −26−2.2% | Reduced |
| New York State Common Retirement Fund | 1,130 | $168.1K | 0.00% | −5,215−82.2% | Reduced |
| CVA Family Office, LLC | 1,107 | $164.7K | 0.03% | −58−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 1,089 | $162.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,042 | $155.0K | 0.03% | −118−10.2% | Reduced |
| Knuff & Co LLC | 1,000 | $148.7K | 0.05% | +1,000 | New |
| Credit Agricole S A | 1,000 | $140.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 929 | $138.2K | 0.06% | 00.0% | Unchanged |
| Elgethun Capital Management | 911 | $135.0K | 0.03% | 00.0% | Unchanged |
| Family Capital Trust Co | 900 | $133.9K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 879 | $129.9K | 0.04% | −69−7.3% | Reduced |
| Proequities, Inc. | 848 | $127.5K | 0.01% | +738+670.9% | Added |
| Anchor Investment Management, LLC | 844 | $125.5K | 0.01% | −800−48.7% | Reduced |
| Garde Capital, Inc. | 847 | $125.0K | 0.01% | −479−36.1% | Reduced |
| Hexagon Capital Partners LLC | 805 | $119.7K | 0.03% | +119+17.3% | Added |
| Bokf, NA | 755 | $111.6K | 0.00% | −106−12.3% | Reduced |
| Walleye Trading LLC | 745 | $110.8K | 0.00% | +745 | New |
| Cubist Systematic Strategies, LLC | 722 | $107.4K | 0.00% | −78,277−99.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 700 | $104.1K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 698 | $103.8K | 0.00% | −140−16.7% | Reduced |
| New Covenant Trust Company, N.A. | 688 | $102.3K | 0.10% | +688 | New |
| Pinnacle Bancorp, Inc. | 680 | $101.1K | 0.03% | +225+49.5% | Added |
| Blume Capital Management, Inc. | 670 | $99.7K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 633 | $95.2K | 0.06% | +295+87.3% | Added |
| Fernwood Investment Management, LLC | 636 | $94.6K | 0.03% | +636 | New |
| ICA Group Wealth Management, LLC | 618 | $91.9K | 0.02% | −29−4.5% | Reduced |
| Rothschild Investment LLC | 611 | $90.9K | 0.01% | +38+6.6% | Added |
| Trifecta Capital Advisors, LLC | 600 | $89.2K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 604 | $88.6K | 0.00% | +18+3.1% | Added |
| Hall Laurie J Trustee | 597 | $88.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 584 | $86.9K | 0.00% | +584 | New |
| SRS Capital Advisors, Inc. | 581 | $86.4K | 0.01% | +198+51.7% | Added |
| S.A. Mason LLC | 575 | $85.5K | 0.05% | 00.0% | Unchanged |
| Solstein Capital, LLC | 518 | $77.0K | 0.05% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 513 | $76.3K | 0.04% | +513 | New |
| Provenance Wealth Advisors, LLC | 510 | $75.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 500 | $74.4K | 0.01% | −129−20.5% | Reduced |
| Tompkins Financial Corp | 500 | $74.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 500 | $74.4K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 479 | $71.2K | 0.01% | −12−2.4% | Reduced |
| Salomon & Ludwin, LLC | 457 | $68.0K | 0.01% | −37−7.5% | Reduced |
| Mather Group, LLC. | 443 | $64.5K | 0.00% | +443 | New |
| AdvisorNet Financial, Inc | 429 | $63.8K | 0.01% | −315−42.3% | Reduced |
| Group One Trading, L.P. | 406 | $60.4K | 0.00% | +148+57.4% | Added |
| Smithfield Trust Co | 411 | $60.0K | 0.00% | +47+12.9% | Added |
| Standard Family Office LLC | 402 | $59.8K | 0.08% | +402 | New |
| Glass Jacobson Investment Advisors llc | 400 | $59.5K | 0.02% | −265−39.8% | Reduced |
| JCIC Asset Management Inc. | 400 | $59.5K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $59.5K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 398 | $59.2K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 403 | $59.0K | 0.01% | −383−48.7% | Reduced |
| Accent Capital Management, LLC | 381 | $57.3K | 0.05% | +81+27.0% | Added |
| Sittner & Nelson, LLC | 384 | $57.2K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 385 | $57.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 368 | $55.0K | 0.01% | +94+34.3% | Added |
| Qube Research & Technologies Ltd | 366 | $54.4K | 0.00% | −49,364−99.3% | Reduced |
| McIlrath & Eck, LLC | 363 | $54.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $52.1K | 0.00% | +170+94.4% | Added |
| City Holding Co | 350 | $52.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 329 | $48.9K | 0.00% | +14+4.4% | Added |
| Larson Financial Group LLC | 322 | $47.9K | 0.00% | −26−7.5% | Reduced |
| Zions Bancorporation, N.A. | 317 | $47.2K | 0.00% | −40−11.2% | Reduced |
| Baldwin Brothers Inc | 315 | $46.9K | 0.00% | −181−36.5% | Reduced |
| Evermay Wealth Management LLC | 312 | $46.4K | 0.01% | +312 | New |
| Chilton Capital Management LLC | 311 | $46.3K | 0.00% | −202−39.4% | Reduced |
| WR Wealth Planners, LLC | 300 | $44.6K | 0.01% | +300 | New |
| Pacifica Partners Inc. | 303 | $44.1K | 0.02% | −94−23.7% | Reduced |
| CoreFirst Bank & Trust | 292 | $43.4K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 271 | $40.7K | 0.02% | +271 | New |
| Addison Advisors LLC | 271 | $40.3K | 0.01% | +54+24.9% | Added |
| City State Bank | 269 | $40.0K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 264 | $39.3K | 0.03% | −69−20.7% | Reduced |
| American National Bank | 250 | $37.2K | 0.00% | −172−40.8% | Reduced |
| Country Trust Bank | 250 | $37.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 248 | $37.0K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 252 | $36.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 245 | $36.4K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 237 | $35.3K | 0.02% | −11−4.4% | Reduced |
| Centerpoint Advisors, LLC | 236 | $35.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 234 | $34.8K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 218 | $32.4K | 0.02% | −66−23.2% | Reduced |
| Financial Perspectives, Inc | 214 | $31.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $29.7K | 0.02% | −1,000−83.3% | Reduced |
| Old Second National Bank of Aurora | 200 | $29.7K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $29.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $29.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 199 | $29.6K | 0.01% | −14−6.6% | Reduced |
| Cambridge Trust Co | 197 | $29.3K | 0.00% | −1,021−83.8% | Reduced |
| Concord Wealth Partners | 197 | $29.3K | 0.01% | +197 | New |
| Beacon Capital Management, LLC | 193 | $28.7K | 0.01% | +171+777.3% | Added |
| Archer Investment Corp | 178 | $26.5K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 175 | $26.0K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 173 | $25.7K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 167 | $25.1K | 0.00% | −37,541−99.6% | Reduced |
| Motco | 168 | $25.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 165 | $24.8K | 0.00% | −35−17.5% | Reduced |
| BNP Paribas Arbitrage, SA | 163 | $24.2K | 0.00% | −344−67.9% | Reduced |
| Financial Management Professionals, Inc. | 159 | $24.0K | 0.00% | +98+160.7% | Added |
| Bellevue Asset Management, LLC | 158 | $23.6K | 0.01% | 00.0% | Unchanged |