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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 41 | $5.17K | 0.00% | −25−37.9% | Reduced |
| Godsey & Gibb Associates | 39 | $4.92K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 37 | $4.67K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 36 | $4.54K | 0.00% | −12−25.0% | Reduced |
| Manchester Capital Management LLC | 36 | $4.54K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 35 | $4.41K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 35 | $4.41K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 34 | $4.29K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 32 | $4.04K | 0.00% | −280−89.7% | Reduced |
| TSFG, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $3.78K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 30 | $3.78K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 29 | $3.67K | 0.00% | +29 | New |
| Westside Investment Management, Inc. | 28 | $3.53K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 28 | $3.53K | 0.00% | +28 | New |
| Dixon Mitchell Investment Counsel Inc. | 28 | $3.53K | 0.00% | +28 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $3.53K | 0.00% | +28 | New |
| Cornerstone Planning Group LLC | 28 | $3.36K | 0.00% | −4−12.5% | Reduced |
| Tidemark, LLC | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 25 | $3.15K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 22 | $2.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $2.65K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 21 | $2.65K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $2.65K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $2.65K | 0.00% | +21 | New |
| Eukles Asset Management | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 18 | $2.27K | 0.00% | +18 | New |
| Leonteq Securities AG | 16 | $2.02K | 0.00% | −23−59.0% | Reduced |
| Fairman Group, LLC | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $2.02K | 0.00% | +16 | New |
| Baldwin Brothers Inc | 15 | $1.89K | 0.00% | −300−95.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $1.89K | 0.00% | +15 | New |
| Lynx Investment Advisory | 15 | $1.89K | 0.00% | +15 | New |
| Main Street Group, LTD | 15 | $1.89K | 0.00% | −8−34.8% | Reduced |
| Wiser Advisor Group LLC | 15 | $1.79K | 0.00% | +1+7.1% | Added |
| Sound Income Strategies, LLC | 14 | $1.76K | 0.00% | +14 | New |
| Carmichael Hill & Associates, Inc. | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10 | $1.26K | 0.00% | −72−87.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 10 | $1.26K | 0.00% | +10 | New |
| Brown Financial Advisors | 9 | $1.14K | 0.00% | +9 | New |
| POM Investment Strategies, LLC | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 7 | $883 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $631 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $508 | 0.00% | −4−50.0% | Reduced |
| Quent Capital, LLC | 4 | $504 | 0.00% | −85−95.5% | Reduced |
| Creekmur Asset Management LLC | 2 | $252 | 0.00% | +2 | New |
| HS Management Partners, LLC | 0 | $0 | 0.00% | −336,077−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −183,602−100.0% | Sold out |
| Atwater Malick LLC | 0 | $0 | 0.00% | −40,360−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −22,350−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −21,601−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −15,726−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −12,521−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −11,536−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −10,796−100.0% | Sold out |
| Fishman Jay A Ltd | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −8,269−100.0% | Sold out |
| Rockline Wealth Management, LLC | 0 | $0 | 0.00% | −8,146−100.0% | Sold out |
| Capstone Triton Financial Group, LLC | 0 | $0 | 0.00% | −7,862−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −7,685−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,556−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −6,148−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −5,939−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,615−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,603−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,212−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −4,783−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −4,683−100.0% | Sold out |
| SeaBridge Investment Advisors LLC | 0 | $0 | 0.00% | −4,417−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| Cypress Asset Management Inc | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| Wunderlich Capital Managemnt | 0 | $0 | 0.00% | −3,797−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Ategra Capital Management, LLC | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −3,017−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |