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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 1,000 | $126.1K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,000 | $126.1K | 0.01% | +1,000 | New |
| GHP Investment Advisors, Inc. | 1,005 | $126.7K | 0.01% | −84−7.7% | Reduced |
| Proequities, Inc. | 1,082 | $136.4K | 0.01% | +234+27.6% | Added |
| CVA Family Office, LLC | 1,112 | $140.2K | 0.03% | +5+0.5% | Added |
| Hills Bank & Trust Co | 1,131 | $142.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,137 | $143.3K | 0.01% | −9−0.8% | Reduced |
| Independence Bank of Kentucky | 1,166 | $147.0K | 0.04% | −315−21.3% | Reduced |
| Icon Wealth Advisors, LLC | 1,185 | $147.8K | 0.01% | −1,163−49.5% | Reduced |
| Webster Bank, N. A. | 1,191 | $150.2K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4,884 | $153.7K | 0.10% | +4,884 | New |
| Legacy Bridge, LLC | 1,277 | $161.0K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,285 | $162.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,299 | $163.7K | 0.01% | +11+0.9% | Added |
| Tacita Capital Inc | 1,350 | $170.2K | 0.12% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,345 | $171.0K | 0.09% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,391 | $175.3K | 0.04% | +6+0.4% | Added |
| Russell Investments Group, Ltd. | 1,406 | $177.3K | 0.00% | +270+23.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,410 | $177.8K | 0.01% | −889−38.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,492 | $186.1K | 0.01% | −193−11.5% | Reduced |
| Allworth Financial LP | 1,495 | $192.1K | 0.00% | +343+29.8% | Added |
| Creative Financial Designs Inc | 1,574 | $198.5K | 0.02% | +20+1.3% | Added |
| Great Valley Advisor Group, Inc. | 1,597 | $201.4K | 0.01% | −105−6.2% | Reduced |
| Roberts Glore & Co Inc | 1,604 | $202.2K | 0.06% | +205+14.7% | Added |
| Greenwood Gearhart Inc | 1,608 | $202.8K | 0.02% | −1,217−43.1% | Reduced |
| Schechter Investment Advisors, LLC | 1,611 | $203.1K | 0.02% | −819−33.7% | Reduced |
| Bryn Mawr Trust Co | 1,620 | $204.3K | 0.01% | −24−1.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,620 | $204.3K | 0.13% | +1,620 | New |
| Foster Victor Wealth Advisors, LLC | 1,595 | $206.6K | 0.02% | +24+1.5% | Added |
| Diversify Advisory Services, LLC | 1,636 | $207.3K | 0.01% | −2,041−55.5% | Reduced |
| Virtue Capital Management, LLC | 1,618 | $207.4K | 0.04% | +1,618 | New |
| Five Oceans Advisors | 1,649 | $207.9K | 0.11% | −283−14.6% | Reduced |
| Pictet North America Advisors SA | 1,653 | $208.4K | 0.02% | −800−32.6% | Reduced |
| Ameritas Advisory Services, LLC | 1,657 | $208.9K | 0.01% | +99+6.4% | Added |
| PDS Planning, Inc | 1,657 | $208.9K | 0.02% | −227−12.0% | Reduced |
| Tritonpoint Wealth, LLC | 1,662 | $209.6K | 0.02% | −1,127−40.4% | Reduced |
| Cascade Financial Partners, LLC | 1,664 | $209.9K | 0.03% | −150−8.3% | Reduced |
| Intelligent Financial Strategies | 1,666 | $210.0K | 0.13% | −723−30.3% | Reduced |
| Continuum Advisory, LLC | 1,672 | $210.8K | 0.03% | +317+23.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,680 | $211.8K | 0.00% | +330+24.4% | Added |
| Sage Rhino Capital LLC | 1,688 | $212.8K | 0.05% | −267−13.7% | Reduced |
| Roundview Capital LLC | 1,699 | $214.2K | 0.02% | −1,300−43.3% | Reduced |
| Interchange Capital Partners, LLC | 1,702 | $214.6K | 0.08% | +1,702 | New |
| Harbour Investments, Inc. | 1,705 | $215.0K | 0.01% | −8−0.5% | Reduced |
| Inscription Capital, LLC | 1,708 | $215.4K | 0.03% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,709 | $215.5K | 0.12% | −225−11.6% | Reduced |
| Jeppson Wealth Management, LLC | 1,716 | $216.4K | 0.08% | −140−7.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,719 | $216.7K | 0.01% | −7−0.4% | Reduced |
| Hilltop Holdings Inc. | 1,723 | $217.2K | 0.03% | −124−6.7% | Reduced |
| Avestar Capital, LLC | 1,734 | $218.6K | 0.02% | −155−8.2% | Reduced |
| Roman Butler Fullerton & Co | 1,710 | $220.8K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 1,756 | $221.4K | 0.03% | −2,322−56.9% | Reduced |
| Kennon-Green & Company, LLC | 1,779 | $224.3K | 0.21% | +1,779 | New |
| Keel Point, LLC | 1,756 | $224.6K | 0.02% | +113+6.9% | Added |
| Argonautica Private Wealth Management, Inc | 1,786 | $225.1K | 0.08% | +177+11.0% | Added |
| Aptus Capital Advisors, LLC | 1,786 | $225.2K | 0.00% | −1,050−37.0% | Reduced |
| Parkside Financial Bank & Trust | 1,788 | $225.4K | 0.04% | −47−2.6% | Reduced |
| KCM Investment Advisors LLC | 1,792 | $226.0K | 0.01% | −100−5.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,806 | $227.8K | 0.01% | +1,806 | New |
| China Universal Asset Management Co., Ltd. | 1,810 | $228.2K | 0.03% | −2,644−59.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,823 | $228.6K | 0.01% | −375−17.1% | Reduced |
| Willner & Heller, LLC | 1,817 | $229.1K | 0.22% | −97−5.1% | Reduced |
| Atlas Wealth Partners, LLC | 1,825 | $230.0K | 0.97% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,840 | $231.6K | 0.16% | +421+29.7% | Added |
| Ruggaard & Associates LLC | 1,840 | $232.0K | 0.11% | −204−10.0% | Reduced |
| Strategic Global Advisors, LLC | 1,006 | $232.4K | 0.05% | −866−46.3% | Reduced |
| Quad-Cities Investment Group, LLC | 1,852 | $233.5K | 0.13% | −223−10.7% | Reduced |
| Financial Advocates Investment Management | 1,878 | $236.8K | 0.01% | −207−9.9% | Reduced |
| Regions Financial Corp | 1,880 | $237.0K | 0.00% | −2,106−52.8% | Reduced |
| Golden State Equity Partners | 1,899 | $239.4K | 0.05% | +1,899 | New |
| Aaron Wealth Advisors | 1,903 | $239.9K | 0.03% | −1,161−37.9% | Reduced |
| Abbot Financial Management, Inc. | 1,925 | $242.7K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,929 | $243.2K | 0.03% | −25−1.3% | Reduced |
| McDonald Partners LLC | 1,938 | $244.4K | 0.07% | −315−14.0% | Reduced |
| Schrum Private Wealth Management LLC | 1,946 | $245.4K | 0.22% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 1,950 | $245.9K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,985 | $250.3K | 0.04% | +17+0.9% | Added |
| Shelton Capital Management | 1,990 | $250.9K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,990 | $250.9K | 0.06% | +1,990 | New |
| Headinvest, LLC | 1,997 | $251.8K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,012 | $253.7K | 0.01% | +304+17.8% | Added |
| Laraway Financial Inc | 2,017 | $254.3K | 0.22% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,038 | $257.0K | 0.01% | +13+0.6% | Added |
| Moneta Group Investment Advisors LLC | 2,061 | $259.9K | 0.00% | −148−6.7% | Reduced |
| Equitable Holdings, Inc. | 2,063 | $260.1K | 0.00% | +101+5.1% | Added |
| Marcum Wealth, LLC | 2,078 | $262.0K | 0.03% | −65−3.0% | Reduced |
| Koshinski Asset Management, Inc. | 2,070 | $262.2K | 0.02% | +674+48.3% | Added |
| LGL Partners, LLC | 2,089 | $263.4K | 0.04% | −183−8.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,095 | $264.1K | 0.00% | +26+1.3% | Added |
| J.W. Cole Advisors, Inc. | 2,096 | $264.3K | 0.01% | −62−2.9% | Reduced |
| 180 Wealth Advisors, LLC | 2,017 | $265.4K | 0.04% | −74−3.5% | Reduced |
| BSW Wealth Partners | 2,106 | $265.5K | 0.04% | −170−7.5% | Reduced |
| Legacy Capital Group California, Inc. | 2,107 | $265.6K | 0.10% | +531+33.7% | Added |
| Sage Investment Advisers LLC | 2,120 | $267.3K | 0.30% | +2,120 | New |
| EP Wealth Advisors, LLC | 2,121 | $267.4K | 0.00% | +38+1.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,143 | $270.2K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,155 | $271.7K | 0.00% | +388+22.0% | Added |
| Dorchester Wealth Management Co | 2,160 | $272.3K | 0.05% | −505−18.9% | Reduced |
| Lantern Wealth Advisors, LLC | 2,200 | $277.4K | 0.20% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,213 | $279.0K | 0.00% | +3+0.1% | Added |