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 |
|---|---|---|---|---|---|
| Baxter Bros Inc | 4,200 | $529.5K | 0.07% | −700−14.3% | Reduced |
| Insigneo Advisory Services, LLC | 4,395 | $527.5K | 0.06% | +362+9.0% | Added |
| Lido Advisors, LLC | 4,137 | $521.6K | 0.00% | −43−1.0% | Reduced |
| WealthPlan Investment Management, LLC | 4,115 | $518.8K | 0.08% | +34+0.8% | Added |
| Sather Financial Group Inc | 4,113 | $518.6K | 0.04% | −8,672−67.8% | Reduced |
| Chiron Capital Management, LLC | 4,103 | $517.3K | 0.49% | +4,103 | New |
| Boston Private Wealth LLC | 4,065 | $512.5K | 0.01% | −673−14.2% | Reduced |
| D.A. Davidson & Co. | 4,053 | $511.1K | 0.00% | −499−11.0% | Reduced |
| Epacria Capital Partners, LLC | 3,989 | $502.9K | 0.37% | +1,469+58.3% | Added |
| IHT Wealth Management, LLC | 3,960 | $499.3K | 0.02% | −70−1.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,943 | $497.1K | 0.21% | −355−8.3% | Reduced |
| Twelve Points Wealth Management LLC | 3,942 | $497.0K | 0.17% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 3,328 | $496.5K | 0.40% | +290+9.5% | Added |
| Columbia Asset Management | 3,923 | $495.0K | 0.09% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 3,917 | $493.9K | 0.27% | −3,445−46.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,910 | $493.0K | 0.01% | −118−2.9% | Reduced |
| Profund Advisors LLC | 3,891 | $490.6K | 0.02% | +113+3.0% | Added |
| Beacon Financial Group | 3,872 | $488.2K | 0.06% | −173−4.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,775 | $488.0K | 0.17% | −55−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,264 | $485.3K | 0.01% | +681+26.4% | Added |
| Welch & Forbes LLC | 3,834 | $484.2K | 0.01% | −4,952−56.4% | Reduced |
| Salvus Wealth Management, LLC | 3,793 | $478.2K | 0.33% | −15−0.4% | Reduced |
| Grimes & Company, Inc. | 3,715 | $468.4K | 0.01% | −225−5.7% | Reduced |
| Wilkins Investment Counsel Inc | 3,710 | $467.8K | 0.07% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,702 | $466.9K | 0.12% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 3,702 | $466.0K | 0.34% | −912−19.8% | Reduced |
| Lindbrook Capital, LLC | 3,695 | $465.9K | 0.04% | −1,538−29.4% | Reduced |
| Fox Run Management, L.L.C. | 3,688 | $465.0K | 0.09% | +3,688 | New |
| Baker Tilly Wealth Management, LLC | 3,680 | $463.9K | 0.19% | −4,410−54.5% | Reduced |
| Wimmer Associates 1, LLC | 3,655 | $460.8K | 0.24% | −150−3.9% | Reduced |
| Summit Trail Advisors, LLC | 3,654 | $460.7K | 0.01% | +410+12.6% | Added |
| Texas Yale Capital Corp. | 3,650 | $460.2K | 0.02% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 3,827 | $459.3K | 0.06% | +3,827 | New |
| Tiaa Trust, National Association | 3,640 | $458.9K | 0.00% | −1,045−22.3% | Reduced |
| Stratos Wealth Advisors, LLC | 3,609 | $455.0K | 0.02% | +3,609 | New |
| Wedbush Securities Inc | 3,587 | $452.0K | 0.02% | −239−6.2% | Reduced |
| Glenview Trust Co | 3,576 | $450.9K | 0.01% | +225+6.7% | Added |
| Prudential Financial Inc | 3,574 | $450.5K | 0.00% | −889−19.9% | Reduced |
| Scientech Research LLC | 3,570 | $450.1K | 0.09% | +3,570 | New |
| 9258 Wealth Management, LLC | 3,557 | $448.5K | 0.07% | −80−2.2% | Reduced |
| Caldwell Trust Co | 3,556 | $448.3K | 0.05% | −254−6.7% | Reduced |
| First National Trust Co | 3,547 | $447.2K | 0.02% | −569−13.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 3,545 | $447.0K | 0.21% | −500−12.4% | Reduced |
| First Nebraska Trust Co | 3,443 | $434.1K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Group | 3,429 | $432.3K | 0.05% | −11−0.3% | Reduced |
| Coldstream Capital Management Inc | 3,416 | $430.7K | 0.01% | −535−13.5% | Reduced |
| Coerente Capital Management | 3,415 | $430.6K | 0.08% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,395 | $428.1K | 0.15% | −3,261−49.0% | Reduced |
| Centaurus Financial, Inc. | 3,326 | $419.0K | 0.03% | +1,003+43.2% | Added |
| Drive Wealth Management, LLC | 3,285 | $414.1K | 0.11% | −57−1.7% | Reduced |
| Sunbelt Securities, Inc. | 3,261 | $411.2K | 0.04% | +524+19.1% | Added |
| Wexford Capital LP | 3,253 | $410.1K | 0.10% | +923+39.6% | Added |
| Gillespie Robinson & Grimm Inc | 3,250 | $409.8K | 0.03% | −150−4.4% | Reduced |
| PAX Financial Group, LLC | 3,240 | $408.5K | 0.08% | +122+3.9% | Added |
| SYSTM Wealth Solutions LLC | 3,239 | $408.4K | 0.09% | −4,577−58.6% | Reduced |
| Atlas Capital Advisors LLC | 3,230 | $407.2K | 0.05% | +3,230 | New |
| Monticello Wealth Management, LLC | 3,219 | $405.9K | 0.04% | +3,219 | New |
| Bard Financial Services, Inc. | 3,200 | $403.5K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,199 | $403.4K | 0.01% | +127+4.1% | Added |
| Mission Wealth Management, LP | 3,196 | $402.9K | 0.01% | +322+11.2% | Added |
| L.M. Kohn & Company | 3,191 | $402.3K | 0.11% | −219−6.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,189 | $402.1K | 0.00% | −1,185−27.1% | Reduced |
| Johnson Investment Counsel Inc | 3,189 | $402.0K | 0.00% | −1,051−24.8% | Reduced |
| Cary Street Partners Asset Management LLC | 3,185 | $401.6K | 0.06% | +1,639+106.0% | Added |
| Gradient Investments LLC | 3,181 | $401.1K | 0.01% | +86+2.8% | Added |
| Vident Advisory, LLC | 3,153 | $397.6K | 0.01% | +1,227+63.7% | Added |
| Alliance Wealth Advisors, LLC | 3,144 | $396.4K | 0.12% | +94+3.1% | Added |
| 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 |
| Syon Capital LLC | 3,105 | $391.5K | 0.04% | −2,670−46.2% | Reduced |
| Hardman Johnston Global Advisors LLC | 3,100 | $390.8K | 0.02% | +900+40.9% | Added |
| Canvas Wealth Advisors, LLC | 3,111 | $390.1K | 0.12% | −141−4.3% | Reduced |
| Wynn Capital, LLC | 3,057 | $385.4K | 0.29% | +105+3.6% | Added |
| Quadrant Capital Group LLC | 3,052 | $384.8K | 0.03% | −772−20.2% | Reduced |
| Valmark Advisers, Inc. | 3,051 | $384.7K | 0.01% | +65+2.2% | Added |
| Integrated Advisors Network LLC | 3,035 | $382.6K | 0.02% | +5+0.2% | Added |
| Qtron Investments LLC | 3,009 | $379.4K | 0.05% | −2,199−42.2% | Reduced |
| Alhambra Investment Partners LLC | 3,005 | $378.9K | 0.21% | 00.0% | Unchanged |
| Notis-McConarty Edward | 3,000 | $378.2K | 0.15% | −1,150−27.7% | Reduced |
| AE Wealth Management LLC | 2,996 | $377.6K | 0.00% | +1,547+106.8% | Added |
| Avidian Wealth Solutions, LLC | 2,972 | $374.7K | 0.02% | +85+2.9% | Added |
| Murphy Pohlad Asset Management LLC | 2,952 | $372.2K | 0.16% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,947 | $371.5K | 0.05% | +821+38.6% | Added |
| Fiduciary Group LLC | 2,935 | $370.0K | 0.04% | −40−1.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,921 | $368.3K | 0.02% | −1,314−31.0% | Reduced |
| HBK Sorce Advisory LLC | 2,914 | $367.5K | 0.01% | −531−15.4% | Reduced |
| Malaga Cove Capital, LLC | 2,901 | $365.8K | 0.15% | +1,383+91.1% | Added |
| Lester Murray Antman dba SimplyRich | 2,900 | $365.0K | 0.12% | +40+1.4% | Added |
| 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 |
| Crawford Investment Counsel Inc | 2,862 | $360.9K | 0.01% | −56−1.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,853 | $360.1K | 0.01% | −593−17.2% | Reduced |
| Aigen Investment Management, LP | 2,838 | $357.8K | 0.07% | +2,838 | New |
| Formidable Asset Management, LLC | 2,816 | $355.0K | 0.06% | +117+4.3% | Added |
| Fca Corp | 2,800 | $353.0K | 0.11% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 2,700 | $350.0K | 0.12% | +2,700 | New |
| Legacy Capital Wealth Partners, LLC | 2,776 | $350.0K | 0.09% | +2,776 | New |
| Summitry LLC | 2,775 | $349.9K | 0.02% | −506−15.4% | Reduced |
| O'Brien Greene & Co. Inc | 2,763 | $348.4K | 0.11% | +58+2.1% | Added |
| M Holdings Securities, Inc. | 2,750 | $347.0K | 0.04% | +2,750 | New |