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 |
|---|---|---|---|---|---|
| Knoll Capital Management, LLC | 6,750 | $851.0K | 0.57% | 00.0% | Unchanged |
| Dillon & Associates Inc | 6,717 | $846.0K | 0.12% | −132−1.9% | Reduced |
| Peapack Gladstone Financial Corp | 6,699 | $844.0K | 0.01% | −175−2.5% | Reduced |
| Ervin Investment Management, LLC | 6,671 | $841.1K | 0.58% | −295−4.2% | Reduced |
| Advisor OS, LLC | 6,623 | $835.0K | 0.09% | +56+0.9% | Added |
| Copperleaf Capital, LLC | 6,574 | $828.8K | 0.66% | +201+3.2% | Added |
| HF Advisory Group, LLC | 6,566 | $827.9K | 0.43% | +6,566 | New |
| Thoroughbred Financial Services, LLC | 6,502 | $819.0K | 0.05% | +942+16.9% | Added |
| Mill Creek Capital Advisors, LLC | 6,441 | $812.1K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,430 | $810.7K | 0.04% | +763+13.5% | Added |
| Apollon Wealth Management, LLC | 6,428 | $810.4K | 0.02% | −1,446−18.4% | Reduced |
| Level Four Advisory Services, LLC | 6,403 | $807.3K | 0.04% | +2,630+69.7% | Added |
| BCGM Wealth Management, LLC | 6,305 | $794.9K | 0.28% | −8−0.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,234 | $786.0K | 0.13% | −144−2.3% | Reduced |
| Seven Eight Capital, LP | 6,188 | $780.2K | 0.08% | +6,188 | New |
| Ballentine Partners, LLC | 6,160 | $776.7K | 0.01% | −11−0.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,155 | $776.0K | 0.02% | −5,085−45.2% | Reduced |
| Heritage Wealth Advisors | 6,073 | $765.7K | 0.03% | −10.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 6,054 | $763.3K | 0.36% | +1,466+32.0% | Added |
| Sandy Cove Advisors, LLC | 6,050 | $762.8K | 0.34% | +500+9.0% | Added |
| Parallel Advisors, LLC | 6,014 | $758.3K | 0.02% | −4,446−42.5% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $756.5K | 0.16% | 00.0% | Unchanged |
| Bangor Savings Bank | 5,957 | $751.1K | 0.08% | −38−0.6% | Reduced |
| Advisors Asset Management, Inc. | 5,950 | $750.2K | 0.01% | +822+16.0% | Added |
| Rossmore Private Capital | 5,938 | $748.7K | 0.10% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 5,898 | $743.6K | 0.25% | +84+1.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,899 | $739.7K | 0.29% | −45−0.8% | Reduced |
| Venture Visionary Partners LLC | 5,858 | $738.7K | 0.03% | −801−12.0% | Reduced |
| GeoWealth Management, LLC | 5,850 | $737.6K | 0.03% | +2,256+62.8% | Added |
| Rhumbline Advisers | 5,822 | $734.0K | 0.00% | +174+3.1% | Added |
| CAPROCK Group, Inc. | 5,783 | $729.2K | 0.03% | −862−13.0% | Reduced |
| Catalyst Capital Advisors LLC | 5,739 | $723.6K | 0.02% | +670+13.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,708 | $719.7K | 0.11% | +765+15.5% | Added |
| SS&H Financial Advisors, Inc. | 5,700 | $718.0K | 0.28% | 00.0% | Unchanged |
| First Foundation Advisors | 5,670 | $714.9K | 0.03% | −9,147−61.7% | Reduced |
| Grove Bank & Trust | 5,648 | $712.1K | 0.11% | +1,212+27.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 5,563 | $701.4K | 0.37% | +72+1.3% | Added |
| Compass Wealth Management LLC | 5,545 | $699.1K | 0.17% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,538 | $698.2K | 0.47% | −348−5.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,504 | $693.9K | 0.16% | −2,516−31.4% | Reduced |
| Welch Group, LLC | 5,500 | $693.4K | 0.03% | +1,700+44.7% | Added |
| Retirement Planning Co of New England, Inc. | 5,488 | $692.0K | 0.38% | −85−1.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,314 | $688.5K | 0.01% | −40−0.7% | Reduced |
| Assetmark, Inc | 5,460 | $688.4K | 0.00% | −106−1.9% | Reduced |
| H&H Retirement Design & Management INC | 5,258 | $681.9K | 0.42% | +1,541+41.5% | Added |
| Raelipskie Partnership | 5,371 | $677.2K | 0.36% | +300+5.9% | Added |
| Jacobi Capital Management LLC | 5,359 | $675.7K | 0.06% | +199+3.9% | Added |
| Clearstead Advisors, LLC | 5,350 | $674.6K | 0.01% | +2,691+101.2% | Added |
| Quotient Wealth Partners, LLC | 5,350 | $674.5K | 0.02% | −5,104−48.8% | Reduced |
| Axxcess Wealth Management, LLC | 5,334 | $672.5K | 0.02% | −243−4.4% | Reduced |
| Mitchell Sinkler & Starr | 5,205 | $671.8K | 0.17% | +2,620+101.4% | Added |
| Angeles Investment Advisors, LLC | 5,304 | $668.7K | 0.03% | +1,773+50.2% | Added |
| Dorsey & Whitney Trust CO LLC | 5,279 | $665.6K | 0.05% | −179−3.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,234 | $659.9K | 0.01% | −6−0.1% | Reduced |
| Stableford Capital II LLC | 5,023 | $658.4K | 0.26% | +1,170+30.4% | Added |
| Stratos Wealth Partners, LTD. | 5,217 | $657.8K | 0.01% | −801−13.3% | Reduced |
| Sigma Planning Corp | 5,211 | $657.1K | 0.02% | +654+14.4% | Added |
| Vise Technologies, Inc. | 5,209 | $656.8K | 0.12% | −212−3.9% | Reduced |
| Flow Traders U.S. LLC | 5,202 | $656.0K | 0.03% | +5,202 | New |
| Lake Street Advisors Group, LLC | 5,181 | $653.3K | 0.03% | −609−10.5% | Reduced |
| Veriti Management LLC | 5,168 | $651.6K | 0.04% | −500−8.8% | Reduced |
| MQS Management LLC | 5,097 | $642.6K | 0.39% | +5,097 | New |
| Boston Family Office LLC | 5,050 | $637.0K | 0.05% | −7,857−60.9% | Reduced |
| Coppell Advisory Solutions LLC | 5,035 | $634.9K | 0.10% | +5,035 | New |
| Three Bridge Wealth Advisors, LLC | 5,031 | $634.3K | 0.25% | −431−7.9% | Reduced |
| Evergreen Capital Management LLC | 5,011 | $631.8K | 0.02% | −528−9.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,882 | $615.5K | 0.01% | +1,837+60.3% | Added |
| LMCG Investments, LLC | 4,808 | $606.2K | 0.04% | −35−0.7% | Reduced |
| Portside Wealth Group, LLC | 4,796 | $604.7K | 0.12% | −754−13.6% | Reduced |
| Pacer Advisors, Inc. | 4,770 | $601.4K | 0.00% | −230−4.6% | Reduced |
| Tevis Investment Management | 4,750 | $598.9K | 0.48% | −147−3.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,745 | $598.3K | 0.03% | +3,002+172.2% | Added |
| Pitti Group Wealth Management, LLC | 4,013 | $584.6K | 0.64% | +36+0.9% | Added |
| Catalytic Wealth RIA, LLC | 4,627 | $583.4K | 0.12% | +524+12.8% | Added |
| Fullcircle Wealth LLC | 4,489 | $582.0K | 0.29% | +4,489 | New |
| Rehmann Capital Advisory Group | 4,574 | $576.7K | 0.04% | +468+11.4% | Added |
| FRG Family Wealth Advisors LLC | 4,745 | $574.5K | 0.11% | −1,050−18.1% | Reduced |
| CWM, LLC | 4,552 | $574.0K | 0.00% | +530+13.2% | Added |
| First Hawaiian Bank | 4,519 | $569.8K | 0.02% | +321+7.6% | Added |
| Canandaigua National Bank & Trust Co | 4,497 | $567.0K | 0.06% | −1,058−19.0% | Reduced |
| Quadcap Wealth Management, LLC | 4,463 | $562.8K | 0.10% | +1,314+41.7% | Added |
| Occidental Asset Management, LLC | 4,455 | $561.7K | 0.10% | −400−8.2% | Reduced |
| Barden Capital Management, Inc. | 4,435 | $559.2K | 0.53% | −38−0.8% | Reduced |
| LVW Advisors, LLC | 4,433 | $559.0K | 0.08% | +33+0.8% | Added |
| Chilton Investment Co LLC | 4,425 | $557.9K | 0.02% | +592+15.4% | Added |
| Motco | 4,423 | $557.7K | 0.03% | +4,255+2,532.7% | Added |
| Stonegate Investment Group, LLC | 4,390 | $553.5K | 0.02% | +391+9.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 4,389 | $553.4K | 0.00% | −214−4.6% | Reduced |
| Essex Financial Services, Inc. | 4,488 | $551.3K | 0.04% | +840+23.0% | Added |
| Bradley Foster & Sargent Inc | 4,364 | $550.2K | 0.01% | +21+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,351 | $548.6K | 0.04% | +941+27.6% | Added |
| Auxano Advisors, LLC | 4,349 | $548.3K | 0.15% | +13+0.3% | Added |
| Parsons Capital Management Inc | 4,348 | $548.2K | 0.04% | −385−8.1% | Reduced |
| United Community Bank | 4,310 | $543.4K | 0.22% | +4,310 | New |
| Cullinan Associates Inc | 4,300 | $542.1K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,276 | $539.1K | 0.02% | +954+28.7% | Added |
| Ellevest, Inc. | 4,268 | $538.1K | 0.03% | −1,287−23.2% | Reduced |
| Old National Bancorp | 4,254 | $536.3K | 0.01% | +2,196+106.7% | Added |
| Asset Management One Co.,Ltd. | 4,250 | $535.8K | 0.00% | −114−2.6% | Reduced |
| Bayesian Capital Management, LP | 4,214 | $531.3K | 0.06% | +4,214 | New |