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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 39,905 | $5.03M | 0.17% | +2,295+6.1% | Added |
| TD Waterhouse Canada Inc. | 40,157 | $5.06M | 0.05% | +1,170+3.0% | Added |
| Federated Hermes, Inc. | 40,218 | $5.07M | 0.01% | +40,218 | New |
| First Personal Financial Services | 40,616 | $5.12M | 1.16% | +926+2.3% | Added |
| Quantbot Technologies LP | 40,674 | $5.13M | 0.25% | +39,336+2,939.9% | Added |
| Kestra Advisory Services, LLC | 41,087 | $5.18M | 0.03% | −4,080−9.0% | Reduced |
| Stony Point Wealth Management Inc. | 42,235 | $5.32M | 2.31% | −74−0.2% | Reduced |
| Creative Planning | 42,990 | $5.42M | 0.01% | −6,626−13.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 43,531 | $5.49M | 0.48% | +6,206+16.6% | Added |
| Prio Wealth Limited Partnership | 43,902 | $5.54M | 0.17% | −11,906−21.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 43,933 | $5.54M | 1.05% | −2,157−4.7% | Reduced |
| MAI Capital Management | 44,305 | $5.59M | 0.06% | −45,925−50.9% | Reduced |
| Ar Asset Management Inc | 44,990 | $5.67M | 1.37% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 45,547 | $5.74M | 1.03% | +1,786+4.1% | Added |
| Bartlett & Co. Wealth Management LLC | 45,625 | $5.75M | 0.09% | −13,647−23.0% | Reduced |
| Atria Investments LLC | 46,150 | $5.82M | 0.08% | −99−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 46,749 | $5.89M | 0.20% | −2,790−5.6% | Reduced |
| HM Payson & Co | 46,884 | $5.91M | 0.11% | −5,134−9.9% | Reduced |
| Bulltick Wealth Management, LLC | 47,350 | $5.97M | 1.67% | +6,295+15.3% | Added |
| Cerity Partners LLC | 47,378 | $5.97M | 0.02% | −8,503−15.2% | Reduced |
| Core Alternative Capital | 48,856 | $6.16M | 1.23% | −7,863−13.9% | Reduced |
| Addenda Capital Inc. | 49,157 | $6.20M | 0.24% | +10,637+27.6% | Added |
| Blair William & Co | 49,173 | $6.20M | 0.02% | +8,610+21.2% | Added |
| BNP Paribas Arbitrage, SA | 49,609 | $6.25M | 0.01% | +49,446+30,335.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 50,405 | $6.36M | 2.05% | +13,125+35.2% | Added |
| Lincluden Management Ltd | 50,600 | $6.38M | 0.77% | −640−1.2% | Reduced |
| Mariner, LLC | 51,630 | $6.51M | 0.01% | −7,663−12.9% | Reduced |
| Tower Bridge Advisors | 52,058 | $6.56M | 0.73% | −570−1.1% | Reduced |
| Groupama Asset Managment | 208,681 | $6.57M | 0.14% | −49,224−19.1% | Reduced |
| Trust Co of Virginia | 52,173 | $6.58M | 0.63% | +13,838+36.1% | Added |
| Wedge Capital Management L L P | 52,337 | $6.60M | 0.12% | +16,782+47.2% | Added |
| Strategy Asset Managers LLC | 38,834 | $6.74M | 1.50% | +4,554+13.3% | Added |
| Lafayette Investments, Inc. | 54,751 | $6.90M | 1.57% | +1,239+2.3% | Added |
| Saybrook Capital | 55,125 | $6.95M | 1.97% | −3,930−6.7% | Reduced |
| Guardian Capital Advisors LP | 53,965 | $6.97M | 0.74% | +3,081+6.1% | Added |
| Boston Financial Mangement LLC | 56,745 | $7.15M | 0.23% | −1,193−2.1% | Reduced |
| Pinnacle Financial Partners Inc | 57,574 | $7.26M | 0.16% | +2,472+4.5% | Added |
| Anchor Capital Advisors LLC | 57,869 | $7.30M | 0.21% | −777−1.3% | Reduced |
| Hutchinson Capital Management | 58,990 | $7.44M | 1.52% | +108+0.2% | Added |
| Rockefeller Capital Management L.P. | 58,959 | $7.45M | 0.02% | +21,142+55.9% | Added |
| NorthCrest Asset Manangement, LLC | 59,165 | $7.46M | 0.25% | +2,029+3.6% | Added |
| Neuberger Berman Group LLC | 59,233 | $7.47M | 0.01% | −3,756−6.0% | Reduced |
| Advisor Group Holdings, Inc. | 59,384 | $7.49M | 0.02% | +2,994+5.3% | Added |
| Live Oak Private Wealth LLC | 60,028 | $7.57M | 1.30% | +465+0.8% | Added |
| Lincoln Capital LLC | 61,910 | $7.81M | 1.74% | −1,103−1.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 62,312 | $7.86M | 0.30% | +814+1.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 62,851 | $7.92M | 2.85% | +9,498+17.8% | Added |
| JLB & Associates Inc | 64,712 | $8.16M | 1.10% | −3,524−5.2% | Reduced |
| Davenport & Co LLC | 65,857 | $8.30M | 0.05% | −2,738−4.0% | Reduced |
| Voloridge Investment Management, LLC | 66,549 | $8.39M | 0.03% | +66,549 | New |
| Brinker Capital Investments, LLC | 68,281 | $8.61M | 0.09% | −11,211−14.1% | Reduced |
| Orion Portfolio Solutions, LLC | 68,281 | $8.61M | 0.09% | −11,211−14.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 70,236 | $8.86M | 0.65% | −3,806−5.1% | Reduced |
| Pathstone Holdings, LLC | 70,837 | $8.93M | 0.04% | +4,450+6.7% | Added |
| Ameriprise Financial Inc | 71,675 | $9.04M | 0.00% | +9,797+15.8% | Added |
| RMB Capital Management, LLC | 72,930 | $9.20M | 0.22% | −3,458−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 72,932 | $9.20M | 0.01% | −4,968−6.4% | Reduced |
| Cetera Investment Advisers | 74,352 | $9.37M | 0.02% | +3,722+5.3% | Added |
| Baird Financial Group, Inc. | 76,792 | $9.68M | 0.02% | −64−0.1% | Reduced |
| Adviser Investments LLC | 76,849 | $9.69M | 0.13% | −981−1.3% | Reduced |
| Millennium Management LLC | 83,402 | $10.5M | 0.01% | +51,561+161.9% | Added |
| Citadel Advisors LLC | 84,914 | $10.7M | 0.01% | +77,045+979.1% | Added |
| Sanctuary Advisors, LLC | 77,397 | $10.7M | 0.08% | +77,397 | New |
| Levin Capital Strategies, L.P. | 85,884 | $10.8M | 1.14% | −1,469−1.7% | Reduced |
| M&T Bank Corp | 86,254 | $10.9M | 0.04% | +57,761+202.7% | Added |
| Exencial Wealth Advisors, LLC | 87,034 | $11.0M | 0.41% | −5,311−5.8% | Reduced |
| Manitou Investment Management Ltd. | 89,166 | $11.2M | 2.52% | −556−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 92,608 | $11.7M | 0.02% | +9,694+11.7% | Added |
| CI Private Wealth, LLC | 92,939 | $11.7M | 0.02% | +35,067+60.6% | Added |
| US Bancorp | 93,423 | $11.8M | 0.02% | −4,469−4.6% | Reduced |
| American Century Companies Inc | 95,699 | $12.1M | 0.01% | +18,974+24.7% | Added |
| National Bank of Canada | 98,006 | $12.3M | 0.02% | −192,156−66.2% | Reduced |
| Cubist Systematic Strategies, LLC | 97,780 | $12.3M | 0.21% | +97,058+13,442.9% | Added |
| Smith, Salley & Associates | 100,322 | $12.6M | 0.91% | +2,392+2.4% | Added |
| CIBC World Markets Inc. | 100,672 | $12.7M | 0.03% | −3,237−3.1% | Reduced |
| HighTower Advisors, LLC | 103,687 | $13.1M | 0.02% | +1,944+1.9% | Added |
| Rbo & Co LLC | 107,945 | $13.6M | 2.43% | +14,947+16.1% | Added |
| Mill Capital Management, LLC | 110,621 | $13.9M | 1.15% | +1,509+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 112,045 | $14.1M | 0.03% | +4,593+4.3% | Added |
| Kerrisdale Advisers, LLC | 118,449 | $14.9M | 4.67% | +10,440+9.7% | Added |
| Roffman Miller Associates Inc | 122,869 | $15.5M | 1.02% | −521−0.4% | Reduced |
| Cobblestone Capital Advisors LLC | 124,276 | $15.7M | 0.96% | +42,156+51.3% | Added |
| Citigroup Inc | 125,211 | $15.8M | 0.02% | +2,518+2.1% | Added |
| Lazard Asset Management LLC | 128,087 | $16.1M | 0.02% | −9,205−6.7% | Reduced |
| Manufacturers Life Insurance Company, The | 129,382 | $16.3M | 0.02% | −532,887−80.5% | Reduced |
| Franklin Resources Inc | 130,627 | $16.5M | 0.01% | −17,887−12.0% | Reduced |
| Kornitzer Capital Management Inc | 132,366 | $16.7M | 0.32% | −2,228−1.7% | Reduced |
| SEI Investments Co | 133,341 | $16.8M | 0.02% | +2,230+1.7% | Added |
| Tweedy, Browne Co LLC | 141,304 | $17.8M | 0.82% | −1,439−1.0% | Reduced |
| Invesco Ltd. | 149,209 | $18.8M | 0.00% | +15,917+11.9% | Added |
| MML Investors Services, LLC | 151,531 | $19.1M | 0.08% | +9,510+6.7% | Added |
| Oppenheimer Asset Management Inc. | 154,577 | $19.5M | 0.25% | +18,204+13.3% | Added |
| Becker Capital Management Inc | 161,631 | $20.4M | 0.70% | −10,480−6.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 168,094 | $21.2M | 0.03% | +24,113+16.7% | Added |
| United Capital Financial Advisers, LLC | 169,112 | $21.3M | 0.18% | −3,126−1.8% | Reduced |
| Janney Montgomery Scott LLC | 174,393 | $22.0M | 0.07% | +2,043+1.2% | Added |
| Clarkston Capital Partners, LLC | 188,823 | $23.8M | 0.45% | +78,438+71.1% | Added |
| CIBC Private Wealth Group, LLC | 218,119 | $27.9M | 0.05% | +1,778+0.8% | Added |
| Deutsche Bank AG | 222,407 | $28.0M | 0.01% | +221,153+17,635.8% | Added |
| Stifel Financial Corp | 223,611 | $28.2M | 0.03% | −17,779−7.4% | Reduced |