Skip to main content
Livermore
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, Q2 2024

Institutional positions in Diageo PLC as of Jun 30, 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
951
−47 vs. Q1 2024
Shares held
58.8M
−426.1K (−0.7%) vs. Q1 2024
Total value
$7.40B
−$1.35B (−15.5%) vs. Q1 2024
New holders
82
343 more added
Sold out
129
373 more reduced

18 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 951 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 heldQ2 2024: $7.40B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2024.

Institutions holding DEO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Creekmur Asset Management LLC2$2520.00%+2New
Quent Capital, LLC4$5040.00%−85−95.5%Reduced
ClariVest Asset Management LLC4$5080.00%−4−50.0%Reduced
DHJJ Financial Advisors, Ltd.5$6310.00%00.0%Unchanged
Investors Research Corp7$8830.00%00.0%Unchanged
Avion Wealth8$1.00K0.00%00.0%Unchanged
POM Investment Strategies, LLC8$1.01K0.00%00.0%Unchanged
Brown Financial Advisors9$1.14K0.00%+9New
Nemes Rush Group LLC10$1.26K0.00%−72−87.8%Reduced
Annis Gardner Whiting Capital Advisors, LLC10$1.26K0.00%00.0%Unchanged
TD Capital Management LLC10$1.26K0.00%00.0%Unchanged
Vista Private Wealth Partners. LLC10$1.26K0.00%+10New
Abound Wealth Management11$1.39K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.12$1.51K0.00%00.0%Unchanged
Sound Income Strategies, LLC14$1.76K0.00%+14New
Wiser Advisor Group LLC15$1.79K0.00%+1+7.1%Added
Main Street Group, LTD15$1.89K0.00%−8−34.8%Reduced
Baldwin Brothers Inc15$1.89K0.00%−300−95.2%Reduced
Thomas J. Herzfeld Advisors, Inc.15$1.89K0.00%+15New
Lynx Investment Advisory15$1.89K0.00%+15New
Leonteq Securities AG16$2.02K0.00%−23−59.0%Reduced
Fairman Group, LLC16$2.02K0.00%00.0%Unchanged
Highline Wealth Partners LLC16$2.02K0.00%+16New
Johnson Financial Group, Inc.18$2.27K0.00%+18New
Eukles Asset Management20$2.52K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC20$2.52K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.21$2.65K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC21$2.65K0.00%00.0%Unchanged
RFP Financial Group LLC21$2.65K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC21$2.65K0.00%+21New
Aspire Private Capital, LLC22$2.77K0.00%00.0%Unchanged
Tidemark, LLC25$3.15K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP25$3.15K0.00%00.0%Unchanged
Cornerstone Planning Group LLC28$3.36K0.00%−4−12.5%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.28$3.53K0.00%+28New
Great Lakes Retirement, Inc.28$3.53K0.00%+28New
Dixon Mitchell Investment Counsel Inc.28$3.53K0.00%+28New
Westside Investment Management, Inc.28$3.53K0.00%00.0%Unchanged
Family Firm, Inc.29$3.67K0.00%+29New
Key Financial Inc30$3.78K0.00%00.0%Unchanged
IAG Wealth Partners, LLC30$3.78K0.00%00.0%Unchanged
TSFG, LLC30$4.00K0.00%00.0%Unchanged
Evermay Wealth Management LLC32$4.04K0.00%−280−89.7%Reduced
Anfield Capital Management, LLC34$4.29K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC35$4.41K0.00%00.0%Unchanged
Castleview Partners, LLC35$4.41K0.00%00.0%Unchanged
Park Place Capital Corp36$4.54K0.00%−12−25.0%Reduced
Manchester Capital Management LLC36$4.54K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.37$4.67K0.00%00.0%Unchanged
Godsey & Gibb Associates39$4.92K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC41$5.17K0.00%−25−37.9%Reduced
West Financial Advisors, LLC41$5.17K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC42$5.29K0.00%−25−37.3%Reduced
SWAN Capital LLC43$5.42K0.00%+43New
WealthCollab, LLC47$5.93K0.00%00.0%Unchanged
Financial Management Professionals, Inc.48$6.00K0.00%−111−69.8%Reduced
Capital Analysts, LLC45$6.00K0.00%−34−43.0%Reduced
NBT Bank N A48$6.05K0.00%00.0%Unchanged
Mascoma Wealth Management LLC48$6.05K0.00%00.0%Unchanged
Gold Investment Management Ltd.48$6.05K0.00%00.0%Unchanged
Tyler-Stone Wealth Management50$6.30K0.00%00.0%Unchanged
Register Financial Advisors LLC50$6.30K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.43$6.40K0.00%00.0%Unchanged
Twin Tree Management, LP51$6.43K0.00%−8,888−99.4%Reduced
Oliver Lagore Vanvalin Investment Group53$6.68K0.00%00.0%Unchanged
Valued Wealth Advisors LLC58$7.32K0.01%00.0%Unchanged
Redwood Wealth Management Group, LLC60$7.57K0.01%+60New
Indiana Trust & Investment Management CO61$7.69K0.00%00.0%Unchanged
Close Asset Management Ltd65$8.00K0.00%00.0%Unchanged
Macquarie Group Ltd60$8.00K0.00%+6+11.1%Added
Northwest Bank & Trust Co66$8.32K0.01%00.0%Unchanged
Annapolis Financial Services, LLC66$8.32K0.00%00.0%Unchanged
West Oak Capital, LLC70$8.83K0.00%00.0%Unchanged
GW&K Investment Management, LLC73$9.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners76$9.00K0.00%+1+1.3%Added
North Star Investment Management Corp.74$9.33K0.00%00.0%Unchanged
Ninety One UK Ltd77$9.71K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.82$10.1K0.01%00.0%Unchanged
Bogart Wealth, LLC84$10.6K0.00%−19−18.4%Reduced
Stephens Consulting, LLC84$10.6K0.00%+75+833.3%Added
Prestige Wealth Management Group LLC85$10.7K0.00%−2−2.3%Reduced
Frazier Financial Advisors, LLC93$11.7K0.01%−31−25.0%Reduced
Raffa Wealth Management, LLC95$12.0K0.00%00.0%Unchanged
Nordwand Advisors, LLC95$12.0K0.01%00.0%Unchanged
EdgeRock Capital LLC99$12.5K0.01%+99New
Paradigm Asset Management Co LLC100$12.6K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$12.6K0.01%00.0%Unchanged
PFS Partners, LLC100$12.6K0.01%00.0%Unchanged
Cetera Trust Company, N.A100$12.6K0.01%00.0%Unchanged
Advantage Trust Co100$12.6K0.01%00.0%Unchanged
AlphaMark Advisors, LLC100$13.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners108$13.6K0.00%+1+0.9%Added
City Holding Co111$14.0K0.00%−239−68.3%Reduced
HighMark Wealth Management LLC112$14.1K0.01%00.0%Unchanged
Pacific Center for Financial Services113$14.2K0.00%00.0%Unchanged
Adirondack Trust Co117$14.8K0.01%−17−12.7%Reduced
Cassady Schiller Wealth Management, LLC119$15.0K0.01%−31−20.7%Reduced
Laurel Wealth Advisors LLC120$15.1K0.00%−10−7.7%Reduced
Gleason Group, Inc.121$15.2K0.00%+2+1.7%Added
Twin Lakes Capital Management, LLC123$15.5K0.01%+1+0.8%Added