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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 5,205 | $671.8K | 0.17% | +2,620+101.4% | Added |
| Axxcess Wealth Management, LLC | 5,334 | $672.5K | 0.02% | −243−4.4% | Reduced |
| Quotient Wealth Partners, LLC | 5,350 | $674.5K | 0.02% | −5,104−48.8% | Reduced |
| Clearstead Advisors, LLC | 5,350 | $674.6K | 0.01% | +2,691+101.2% | Added |
| Jacobi Capital Management LLC | 5,359 | $675.7K | 0.06% | +199+3.9% | Added |
| Raelipskie Partnership | 5,371 | $677.2K | 0.36% | +300+5.9% | Added |
| H&H Retirement Design & Management INC | 5,258 | $681.9K | 0.42% | +1,541+41.5% | Added |
| Assetmark, Inc | 5,460 | $688.4K | 0.00% | −106−1.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,314 | $688.5K | 0.01% | −40−0.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,488 | $692.0K | 0.38% | −85−1.5% | Reduced |
| Welch Group, LLC | 5,500 | $693.4K | 0.03% | +1,700+44.7% | Added |
| Ipswich Investment Management Co., Inc. | 5,504 | $693.9K | 0.16% | −2,516−31.4% | Reduced |
| Aberdeen Wealth Management LLC | 5,538 | $698.2K | 0.47% | −348−5.9% | Reduced |
| Compass Wealth Management LLC | 5,545 | $699.1K | 0.17% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 5,563 | $701.4K | 0.37% | +72+1.3% | Added |
| Grove Bank & Trust | 5,648 | $712.1K | 0.11% | +1,212+27.3% | Added |
| First Foundation Advisors | 5,670 | $714.9K | 0.03% | −9,147−61.7% | Reduced |
| SS&H Financial Advisors, Inc. | 5,700 | $718.0K | 0.28% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,708 | $719.7K | 0.11% | +765+15.5% | Added |
| Catalyst Capital Advisors LLC | 5,739 | $723.6K | 0.02% | +670+13.2% | Added |
| CAPROCK Group, Inc. | 5,783 | $729.2K | 0.03% | −862−13.0% | Reduced |
| Rhumbline Advisers | 5,822 | $734.0K | 0.00% | +174+3.1% | Added |
| GeoWealth Management, LLC | 5,850 | $737.6K | 0.03% | +2,256+62.8% | Added |
| Venture Visionary Partners LLC | 5,858 | $738.7K | 0.03% | −801−12.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,899 | $739.7K | 0.29% | −45−0.8% | Reduced |
| Empire Financial Management Company, LLC | 5,898 | $743.6K | 0.25% | +84+1.4% | Added |
| Rossmore Private Capital | 5,938 | $748.7K | 0.10% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,950 | $750.2K | 0.01% | +822+16.0% | Added |
| Bangor Savings Bank | 5,957 | $751.1K | 0.08% | −38−0.6% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $756.5K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,014 | $758.3K | 0.02% | −4,446−42.5% | Reduced |
| Sandy Cove Advisors, LLC | 6,050 | $762.8K | 0.34% | +500+9.0% | Added |
| Buttonwood Financial Advisors Inc. | 6,054 | $763.3K | 0.36% | +1,466+32.0% | Added |
| Heritage Wealth Advisors | 6,073 | $765.7K | 0.03% | −10.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,155 | $776.0K | 0.02% | −5,085−45.2% | Reduced |
| Ballentine Partners, LLC | 6,160 | $776.7K | 0.01% | −11−0.2% | Reduced |
| Seven Eight Capital, LP | 6,188 | $780.2K | 0.08% | +6,188 | New |
| Jamison Private Wealth Management, Inc. | 6,234 | $786.0K | 0.13% | −144−2.3% | Reduced |
| BCGM Wealth Management, LLC | 6,305 | $794.9K | 0.28% | −8−0.1% | Reduced |
| Level Four Advisory Services, LLC | 6,403 | $807.3K | 0.04% | +2,630+69.7% | Added |
| Apollon Wealth Management, LLC | 6,428 | $810.4K | 0.02% | −1,446−18.4% | Reduced |
| SageView Advisory Group, LLC | 6,430 | $810.7K | 0.04% | +763+13.5% | Added |
| Mill Creek Capital Advisors, LLC | 6,441 | $812.1K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,502 | $819.0K | 0.05% | +942+16.9% | Added |
| HF Advisory Group, LLC | 6,566 | $827.9K | 0.43% | +6,566 | New |
| Copperleaf Capital, LLC | 6,574 | $828.8K | 0.66% | +201+3.2% | Added |
| Advisor OS, LLC | 6,623 | $835.0K | 0.09% | +56+0.9% | Added |
| Ervin Investment Management, LLC | 6,671 | $841.1K | 0.58% | −295−4.2% | Reduced |
| Peapack Gladstone Financial Corp | 6,699 | $844.0K | 0.01% | −175−2.5% | Reduced |
| Dillon & Associates Inc | 6,717 | $846.0K | 0.12% | −132−1.9% | Reduced |
| Knoll Capital Management, LLC | 6,750 | $851.0K | 0.57% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 6,778 | $855.0K | 0.04% | −295−4.2% | Reduced |
| Keystone Financial Group | 6,829 | $861.0K | 0.31% | +166+2.5% | Added |
| Ashton Thomas Private Wealth, LLC | 6,863 | $865.3K | 0.05% | −182−2.6% | Reduced |
| Point72 Asset Management, L.P. | 6,933 | $874.1K | 0.00% | +5,333+333.3% | Added |
| Fiduciary Management Inc | 6,944 | $875.5K | 0.01% | +66+1.0% | Added |
| V-Square Quantitative Management LLC | 7,020 | $884.8K | 0.14% | +382+5.8% | Added |
| Summit Financial, LLC | 7,040 | $887.6K | 0.04% | +56+0.8% | Added |
| RSM US Wealth Management LLC | 7,054 | $888.1K | 0.01% | +4,761+207.6% | Added |
| Dynamic Technology Lab Private Ltd | 7,061 | $890.0K | 0.10% | +7,061 | New |
| Foundations Investment Advisors, LLC | 7,060 | $890.1K | 0.02% | +1,458+26.0% | Added |
| Drucker Wealth 3.0, LLC | 7,064 | $890.6K | 0.24% | +7,064 | New |
| We Are One Seven, LLC | 7,134 | $899.5K | 0.04% | −1,375−16.2% | Reduced |
| National Asset Management, Inc. | 7,150 | $901.5K | 0.02% | −816−10.2% | Reduced |
| Ancora Advisors, LLC | 7,172 | $904.2K | 0.02% | +2,168+43.3% | Added |
| Maia Wealth LLC | 7,038 | $909.5K | 0.27% | +7,038 | New |
| Weatherly Asset Management L. P. | 7,335 | $924.8K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,421 | $935.7K | 0.02% | −455−5.8% | Reduced |
| Proficio Capital Partners LLC | 7,422 | $935.8K | 0.10% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7,441 | $938.2K | 0.07% | −541−6.8% | Reduced |
| Stokes Family Office, LLC | 7,442 | $938.3K | 0.11% | −104−1.4% | Reduced |
| Quantinno Capital Management LP | 7,529 | $949.3K | 0.02% | −15,059−66.7% | Reduced |
| Accretive Wealth Partners, LLC | 7,555 | $952.5K | 0.40% | +362+5.0% | Added |
| Valeo Financial Advisors, LLC | 33,550 | $964.4K | 0.03% | −1,086−3.1% | Reduced |
| Fifth Third Bancorp | 7,660 | $965.8K | 0.00% | −4,598−37.5% | Reduced |
| Sapient Capital LLC | 7,723 | $973.7K | 0.02% | −1,237−13.8% | Reduced |
| Modera Wealth Management, LLC | 7,734 | $975.1K | 0.01% | −58−0.7% | Reduced |
| Bull Street Advisors, LLC | 7,815 | $985.0K | 0.48% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 7,873 | $992.6K | 0.67% | +1,390+21.4% | Added |
| Twin City Private Wealth, LLC | 7,923 | $998.9K | 0.94% | +2,595+48.7% | Added |
| First Horizon Advisors, Inc. | 7,960 | $1.00M | 0.03% | +950+13.6% | Added |
| Global Retirement Partners, LLC | 8,061 | $1.02M | 0.03% | +783+10.8% | Added |
| Unique Wealth Strategies, LLC | 6,837 | $1.02M | 0.48% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 8,092 | $1.02M | 0.12% | −10−0.1% | Reduced |
| State Street Corp | 8,180 | $1.03M | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 8,227 | $1.04M | 0.05% | +762+10.2% | Added |
| William Allan, LLC | 8,235 | $1.04M | 0.69% | +8,235 | New |
| Addison Capital Co | 8,247 | $1.04M | 0.45% | −131−1.6% | Reduced |
| Ritholtz Wealth Management | 8,289 | $1.05M | 0.03% | +1,404+20.4% | Added |
| Toronto Dominion Bank | 8,358 | $1.05M | 0.00% | −1,591−16.0% | Reduced |
| Horizon Investments, LLC | 8,374 | $1.06M | 0.03% | +890+11.9% | Added |
| Hamel Associates, Inc. | 8,440 | $1.06M | 0.34% | −100−1.2% | Reduced |
| Euro Pacific Asset Management, LLC | 8,349 | $1.07M | 0.21% | +200+2.5% | Added |
| Founders Financial Securities LLC | 8,489 | $1.07M | 0.10% | +962+12.8% | Added |
| TD Asset Management Inc | 8,497 | $1.07M | 0.00% | −154−1.8% | Reduced |
| World Equity Group, Inc. | 8,502 | $1.07M | 0.32% | +641+8.2% | Added |
| XTX Topco Ltd | 8,544 | $1.08M | 0.09% | +8,544 | New |
| Lawson Kroeker Investment Management Inc | 8,572 | $1.08M | 0.21% | +162+1.9% | Added |
| HB Wealth Management, LLC | 8,736 | $1.10M | 0.01% | −470−5.1% | Reduced |
| Nuveen Asset Management, LLC | 8,745 | $1.10M | 0.00% | +932+11.9% | Added |