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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 125 | $15.8K | 0.01% | +100+400.0% | Added |
| Sachetta, LLC | 129 | $16.2K | 0.01% | −6−4.4% | Reduced |
| Princeton Global Asset Management LLC | 136 | $17.1K | 0.00% | +1+0.7% | Added |
| Global Trust Asset Management, LLC | 142 | $17.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 143 | $18.0K | 0.01% | +82+134.4% | Added |
| Boyd Watterson Asset Management LLC | 144 | $18.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 149 | $18.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 150 | $18.9K | 0.01% | −28−15.7% | Reduced |
| First PREMIER Bank | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 159 | $20.1K | 0.01% | +1+0.6% | Added |
| MCF Advisors LLC | 165 | $20.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 171 | $21.5K | 0.00% | +4+2.4% | Added |
| Scarborough Advisors, LLC | 173 | $21.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 173 | $21.8K | 0.03% | +173 | New |
| Tradewinds Capital Management, LLC | 175 | $22.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 178 | $22.4K | 0.00% | −21−10.6% | Reduced |
| Beacon Capital Management, LLC | 183 | $23.1K | 0.00% | −10−5.2% | Reduced |
| Fairscale Capital, LLC | 180 | $23.3K | 0.02% | +180 | New |
| Bell Investment Advisors, Inc | 189 | $23.8K | 0.00% | +97+105.4% | Added |
| Addison Advisors LLC | 195 | $24.6K | 0.01% | −76−28.0% | Reduced |
| 1620 Investment Advisors, Inc. | 196 | $24.7K | 0.02% | +196 | New |
| Triad Wealth Partners, LLC | 197 | $24.8K | 0.01% | +197 | New |
| EntryPoint Capital, LLC | 198 | $25.0K | 0.01% | +137+224.6% | Added |
| Old Second National Bank of Aurora | 200 | $25.2K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $25.2K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $25.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 201 | $25.3K | 0.00% | −44−18.0% | Reduced |
| Armstrong Advisory Group, Inc | 204 | $25.7K | 0.00% | −48−19.0% | Reduced |
| Zions Bancorporation, N.A. | 211 | $26.6K | 0.00% | −106−33.4% | Reduced |
| Financial Perspectives, Inc | 214 | $27.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 218 | $27.5K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 237 | $29.8K | 0.00% | +3+1.3% | Added |
| Criterion Capital Advisors, LLC | 237 | $29.9K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 236 | $30.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 248 | $31.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 249 | $31.4K | 0.00% | +49+24.5% | Added |
| Country Trust Bank | 250 | $31.5K | 0.00% | 00.0% | Unchanged |
| American National Bank | 250 | $31.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 264 | $33.3K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 269 | $33.9K | 0.00% | −476−63.9% | Reduced |
| City State Bank | 269 | $33.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 271 | $34.2K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $37.8K | 0.02% | −100−25.0% | Reduced |
| WR Wealth Planners, LLC | 300 | $37.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 303 | $38.9K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 311 | $39.2K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 326 | $41.1K | 0.03% | +326 | New |
| Oakworth Capital, Inc. | 329 | $41.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 341 | $43.0K | 0.00% | +19+5.9% | Added |
| Opal Wealth Advisors, LLC | 349 | $44.0K | 0.01% | +349 | New |
| Salomon & Ludwin, LLC | 350 | $44.1K | 0.00% | −107−23.4% | Reduced |
| Compagnie Lombard Odier SCmA | 350 | $44.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 363 | $45.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 364 | $47.0K | 0.00% | −47−11.4% | Reduced |
| Sittner & Nelson, LLC | 386 | $48.6K | 0.02% | +2+0.5% | Added |
| Resources Management Corp | 385 | $49.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 387 | $49.1K | 0.01% | +19+5.2% | Added |
| Piscataqua Savings Bank | 398 | $50.2K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 400 | $50.4K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 402 | $50.7K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 406 | $51.2K | 0.00% | −178−30.5% | Reduced |
| ICA Group Wealth Management, LLC | 436 | $55.0K | 0.03% | −182−29.4% | Reduced |
| JJJ Advisors Inc. | 466 | $58.8K | 0.01% | +387+489.9% | Added |
| Accent Capital Management, LLC | 471 | $59.4K | 0.04% | +90+23.6% | Added |
| JFS Wealth Advisors, LLC | 491 | $61.9K | 0.00% | −9−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 497 | $62.6K | 0.01% | −84−14.5% | Reduced |
| Tompkins Financial Corp | 500 | $63.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 500 | $63.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 502 | $63.3K | 0.00% | −672−57.2% | Reduced |
| Provenance Wealth Advisors, LLC | 510 | $64.3K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 513 | $64.7K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 518 | $65.3K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 529 | $65.7K | 0.00% | −75−12.4% | Reduced |
| AdvisorNet Financial, Inc | 538 | $67.8K | 0.01% | +109+25.4% | Added |
| Financial Network Wealth Advisors LLC | 565 | $71.2K | 0.05% | +565 | New |
| Blume Capital Management, Inc. | 570 | $71.9K | 0.02% | −100−14.9% | Reduced |
| S.A. Mason LLC | 575 | $72.5K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 575 | $72.5K | 0.01% | +96+20.0% | Added |
| Mather Group, LLC. | 498 | $74.1K | 0.00% | +55+12.4% | Added |
| Hall Laurie J Trustee | 597 | $75.0K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 600 | $75.6K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 610 | $76.9K | 0.00% | −88−12.6% | Reduced |
| Eagle Bay Advisors LLC | 633 | $79.8K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 679 | $85.0K | 0.01% | +276+68.5% | Added |
| Pinnacle Bancorp, Inc. | 680 | $85.7K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 684 | $86.2K | 0.02% | −358−34.4% | Reduced |
| Hexagon Capital Partners LLC | 685 | $86.4K | 0.02% | −120−14.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 700 | $88.3K | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 705 | $88.9K | 0.00% | −50−6.6% | Reduced |
| Beach Investment Counsel Inc | 783 | $99.0K | 0.01% | +783 | New |
| Rothschild Investment LLC | 791 | $99.7K | 0.01% | +180+29.5% | Added |
| Simplex Trading, LLC | 882 | $111.0K | 0.00% | +882 | New |
| Rosenberg Matthew Hamilton | 884 | $111.3K | 0.03% | +5+0.6% | Added |
| Anchor Investment Management, LLC | 893 | $112.6K | 0.01% | +49+5.8% | Added |
| Family Capital Trust Co | 900 | $113.5K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 920 | $116.0K | 0.03% | +9+1.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 929 | $117.1K | 0.05% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 934 | $117.8K | 0.06% | +934 | New |
| Tucker Asset Management LLC | 973 | $122.7K | 0.03% | −433−30.8% | Reduced |
| Knuff & Co LLC | 1,000 | $126.1K | 0.04% | 00.0% | Unchanged |