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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 2,213 | $279.0K | 0.00% | −1,702−43.5% | Reduced |
| NTV Asset Management LLC | 2,215 | $279.3K | 0.04% | +40+1.8% | Added |
| DRW Securities, LLC | 2,227 | $280.8K | 0.02% | +364+19.5% | Added |
| Confluence Wealth Services, Inc. | 2,231 | $281.3K | 0.02% | +2,231 | New |
| Advocate Group LLC | 2,237 | $282.0K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,297 | $286.1K | 0.06% | +2,297 | New |
| Permanent Capital Management, LP | 2,840 | $286.4K | 0.06% | +2,840 | New |
| Graham Capital Management, L.P. | 2,304 | $290.5K | 0.01% | −2,626−53.3% | Reduced |
| Carson Advisory Inc. | 2,312 | $291.5K | 0.20% | +150+6.9% | Added |
| Old Mission Capital LLC | 2,330 | $293.8K | 0.01% | +2,330 | New |
| Spire Wealth Management | 2,333 | $294.1K | 0.01% | −170−6.8% | Reduced |
| Umb Bank N A | 2,334 | $294.3K | 0.00% | −1,736−42.7% | Reduced |
| BancorpSouth Bank | 2,340 | $295.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,357 | $297.2K | 0.01% | −132−5.3% | Reduced |
| Inlet Private Wealth, LLC | 2,367 | $298.4K | 0.08% | +17+0.7% | Added |
| Gallacher Capital Management LLC | 2,368 | $298.5K | 0.16% | +206+9.5% | Added |
| Perigon Wealth Management, LLC | 2,376 | $299.6K | 0.01% | −224−8.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,395 | $301.9K | 0.01% | +183+8.3% | Added |
| KPP Advisory Services LLC | 2,396 | $302.1K | 0.08% | −271−10.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,421 | $305.2K | 0.02% | −14,437−85.6% | Reduced |
| Edge Capital Group, LLC | 2,424 | $305.6K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,426 | $305.8K | 0.05% | −114−4.5% | Reduced |
| Farmers & Merchants Investments Inc | 2,428 | $306.1K | 0.01% | −337−12.2% | Reduced |
| Regatta Capital Group, LLC | 2,473 | $311.7K | 0.07% | +358+16.9% | Added |
| LRI Investments, LLC | 2,492 | $314.2K | 0.04% | +61+2.5% | Added |
| PFG Investments, LLC | 2,516 | $317.2K | 0.02% | +83+3.4% | Added |
| Checchi Capital Advisers, LLC | 2,525 | $318.4K | 0.03% | −395−13.5% | Reduced |
| 3Chopt Investment Partners, LLC | 2,536 | $319.7K | 0.10% | +2,536 | New |
| Hancock Whitney Corp | 2,537 | $319.9K | 0.01% | +571+29.0% | Added |
| Flputnam Investment Management Co | 2,545 | $320.9K | 0.01% | −69−2.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,550 | $321.5K | 0.32% | +2,550 | New |
| Zuckerman Investment Group, LLC | 2,555 | $322.1K | 0.04% | 00.0% | Unchanged |
| MJP Associates Inc | 2,575 | $324.7K | 0.07% | +156+6.4% | Added |
| Financial Counselors Inc | 2,587 | $326.2K | 0.01% | +83+3.3% | Added |
| Pinnacle West Asset Management, Inc. | 2,590 | $327.0K | 0.25% | +90+3.6% | Added |
| Cullen Investment Group, Ltd. | 2,596 | $327.3K | 0.05% | −139−5.1% | Reduced |
| Northwest & Ethical Investments L.P. | 2,621 | $330.5K | 0.01% | −279−9.6% | Reduced |
| Brookstone Capital Management | 2,542 | $333.1K | 0.01% | +491+23.9% | Added |
| Cable Hill Partners, LLC | 2,644 | $333.4K | 0.04% | +2,644 | New |
| Essex Savings Bank | 2,647 | $333.7K | 0.09% | −126−4.5% | Reduced |
| Private Trust Co NA | 2,651 | $334.2K | 0.04% | +61+2.4% | Added |
| HighPoint Advisor Group LLC | 2,668 | $335.0K | 0.02% | −440−14.2% | Reduced |
| Probity Advisors, Inc. | 2,658 | $335.1K | 0.07% | −709−21.1% | Reduced |
| Geller Advisors LLC | 2,672 | $336.9K | 0.02% | +607+29.4% | Added |
| Wrapmanager Inc | 2,688 | $338.9K | 0.09% | −803−23.0% | Reduced |
| ProVise Management Group, LLC | 2,688 | $338.9K | 0.03% | −90−3.2% | Reduced |
| Beaumont Financial Advisors, LLC | 2,691 | $339.3K | 0.03% | +2+0.1% | Added |
| Kirtland Hills Capital Management, LLC | 2,624 | $340.3K | 0.28% | +1,136+76.3% | Added |
| Atomi Financial Group, Inc. | 2,705 | $341.0K | 0.03% | +221+8.9% | Added |
| Bank of Hawaii | 2,737 | $345.1K | 0.02% | +175+6.8% | Added |
| Fragasso Group Inc. | 2,739 | $345.3K | 0.03% | −208−7.1% | Reduced |
| M Holdings Securities, Inc. | 2,750 | $347.0K | 0.04% | +2,750 | New |
| O'Brien Greene & Co. Inc | 2,763 | $348.4K | 0.11% | +58+2.1% | Added |
| Summitry LLC | 2,775 | $349.9K | 0.02% | −506−15.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,776 | $350.0K | 0.09% | +2,776 | New |
| Heritage Wealth Management, Inc. | 2,700 | $350.0K | 0.12% | +2,700 | New |
| Fca Corp | 2,800 | $353.0K | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,816 | $355.0K | 0.06% | +117+4.3% | Added |
| Aigen Investment Management, LP | 2,838 | $357.8K | 0.07% | +2,838 | New |
| Mesirow Financial Investment Management, Inc. | 2,853 | $360.1K | 0.01% | −593−17.2% | Reduced |
| Crawford Investment Counsel Inc | 2,862 | $360.9K | 0.01% | −56−1.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,875 | $362.5K | 0.05% | −685−19.2% | Reduced |
| Adalta Capital Management LLC | 2,875 | $362.5K | 0.20% | −50−1.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,900 | $365.0K | 0.12% | +40+1.4% | Added |
| Malaga Cove Capital, LLC | 2,901 | $365.8K | 0.15% | +1,383+91.1% | Added |
| HBK Sorce Advisory LLC | 2,914 | $367.5K | 0.01% | −531−15.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,921 | $368.3K | 0.02% | −1,314−31.0% | Reduced |
| Fiduciary Group LLC | 2,935 | $370.0K | 0.04% | −40−1.3% | Reduced |
| GAMMA Investing LLC | 2,947 | $371.5K | 0.05% | +821+38.6% | Added |
| Murphy Pohlad Asset Management LLC | 2,952 | $372.2K | 0.16% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,972 | $374.7K | 0.02% | +85+2.9% | Added |
| AE Wealth Management LLC | 2,996 | $377.6K | 0.00% | +1,547+106.8% | Added |
| Notis-McConarty Edward | 3,000 | $378.2K | 0.15% | −1,150−27.7% | Reduced |
| Alhambra Investment Partners LLC | 3,005 | $378.9K | 0.21% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,009 | $379.4K | 0.05% | −2,199−42.2% | Reduced |
| Integrated Advisors Network LLC | 3,035 | $382.6K | 0.02% | +5+0.2% | Added |
| Valmark Advisers, Inc. | 3,051 | $384.7K | 0.01% | +65+2.2% | Added |
| Quadrant Capital Group LLC | 3,052 | $384.8K | 0.03% | −772−20.2% | Reduced |
| Wynn Capital, LLC | 3,057 | $385.4K | 0.29% | +105+3.6% | Added |
| Canvas Wealth Advisors, LLC | 3,111 | $390.1K | 0.12% | −141−4.3% | Reduced |
| Hardman Johnston Global Advisors LLC | 3,100 | $390.8K | 0.02% | +900+40.9% | Added |
| Syon Capital LLC | 3,105 | $391.5K | 0.04% | −2,670−46.2% | Reduced |
| TD Private Client Wealth LLC | 3,109 | $392.0K | 0.01% | −207−6.2% | Reduced |
| Howland Capital Management LLC | 3,109 | $392.0K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,144 | $396.4K | 0.12% | +94+3.1% | Added |
| Vident Advisory, LLC | 3,153 | $397.6K | 0.01% | +1,227+63.7% | Added |
| Gradient Investments LLC | 3,181 | $401.1K | 0.01% | +86+2.8% | Added |
| Cary Street Partners Asset Management LLC | 3,185 | $401.6K | 0.06% | +1,639+106.0% | Added |
| Johnson Investment Counsel Inc | 3,189 | $402.0K | 0.00% | −1,051−24.8% | Reduced |
| Sequoia Financial Advisors, LLC | 3,189 | $402.1K | 0.00% | −1,185−27.1% | Reduced |
| L.M. Kohn & Company | 3,191 | $402.3K | 0.11% | −219−6.4% | Reduced |
| Mission Wealth Management, LP | 3,196 | $402.9K | 0.01% | +322+11.2% | Added |
| Buckingham Strategic Partners | 3,199 | $403.4K | 0.01% | +127+4.1% | Added |
| Bard Financial Services, Inc. | 3,200 | $403.5K | 0.04% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,219 | $405.9K | 0.04% | +3,219 | New |
| Atlas Capital Advisors LLC | 3,230 | $407.2K | 0.05% | +3,230 | New |
| SYSTM Wealth Solutions LLC | 3,239 | $408.4K | 0.09% | −4,577−58.6% | Reduced |
| PAX Financial Group, LLC | 3,240 | $408.5K | 0.08% | +122+3.9% | Added |
| Gillespie Robinson & Grimm Inc | 3,250 | $409.8K | 0.03% | −150−4.4% | Reduced |
| Wexford Capital LP | 3,253 | $410.1K | 0.10% | +923+39.6% | Added |