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 |
|---|---|---|---|---|---|
| Fragasso Group Inc. | 2,739 | $345.3K | 0.03% | −208−7.1% | Reduced |
| Bank of Hawaii | 2,737 | $345.1K | 0.02% | +175+6.8% | Added |
| Atomi Financial Group, Inc. | 2,705 | $341.0K | 0.03% | +221+8.9% | Added |
| Kirtland Hills Capital Management, LLC | 2,624 | $340.3K | 0.28% | +1,136+76.3% | Added |
| Beaumont Financial Advisors, LLC | 2,691 | $339.3K | 0.03% | +2+0.1% | Added |
| Wrapmanager Inc | 2,688 | $338.9K | 0.09% | −803−23.0% | Reduced |
| ProVise Management Group, LLC | 2,688 | $338.9K | 0.03% | −90−3.2% | Reduced |
| Geller Advisors LLC | 2,672 | $336.9K | 0.02% | +607+29.4% | Added |
| Probity Advisors, Inc. | 2,658 | $335.1K | 0.07% | −709−21.1% | Reduced |
| HighPoint Advisor Group LLC | 2,668 | $335.0K | 0.02% | −440−14.2% | Reduced |
| Private Trust Co NA | 2,651 | $334.2K | 0.04% | +61+2.4% | Added |
| Essex Savings Bank | 2,647 | $333.7K | 0.09% | −126−4.5% | Reduced |
| Cable Hill Partners, LLC | 2,644 | $333.4K | 0.04% | +2,644 | New |
| Brookstone Capital Management | 2,542 | $333.1K | 0.01% | +491+23.9% | Added |
| Northwest & Ethical Investments L.P. | 2,621 | $330.5K | 0.01% | −279−9.6% | Reduced |
| Cullen Investment Group, Ltd. | 2,596 | $327.3K | 0.05% | −139−5.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,590 | $327.0K | 0.25% | +90+3.6% | Added |
| Financial Counselors Inc | 2,587 | $326.2K | 0.01% | +83+3.3% | Added |
| MJP Associates Inc | 2,575 | $324.7K | 0.07% | +156+6.4% | Added |
| Zuckerman Investment Group, LLC | 2,555 | $322.1K | 0.04% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,550 | $321.5K | 0.32% | +2,550 | New |
| Flputnam Investment Management Co | 2,545 | $320.9K | 0.01% | −69−2.6% | Reduced |
| Hancock Whitney Corp | 2,537 | $319.9K | 0.01% | +571+29.0% | Added |
| 3Chopt Investment Partners, LLC | 2,536 | $319.7K | 0.10% | +2,536 | New |
| Checchi Capital Advisers, LLC | 2,525 | $318.4K | 0.03% | −395−13.5% | Reduced |
| PFG Investments, LLC | 2,516 | $317.2K | 0.02% | +83+3.4% | Added |
| LRI Investments, LLC | 2,492 | $314.2K | 0.04% | +61+2.5% | Added |
| Regatta Capital Group, LLC | 2,473 | $311.7K | 0.07% | +358+16.9% | Added |
| Farmers & Merchants Investments Inc | 2,428 | $306.1K | 0.01% | −337−12.2% | Reduced |
| Principal Street Partners, LLC | 2,426 | $305.8K | 0.05% | −114−4.5% | Reduced |
| Edge Capital Group, LLC | 2,424 | $305.6K | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,421 | $305.2K | 0.02% | −14,437−85.6% | Reduced |
| KPP Advisory Services LLC | 2,396 | $302.1K | 0.08% | −271−10.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,395 | $301.9K | 0.01% | +183+8.3% | Added |
| Perigon Wealth Management, LLC | 2,376 | $299.6K | 0.01% | −224−8.6% | Reduced |
| Gallacher Capital Management LLC | 2,368 | $298.5K | 0.16% | +206+9.5% | Added |
| Inlet Private Wealth, LLC | 2,367 | $298.4K | 0.08% | +17+0.7% | Added |
| Merit Financial Group, LLC | 2,357 | $297.2K | 0.01% | −132−5.3% | Reduced |
| BancorpSouth Bank | 2,340 | $295.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 2,334 | $294.3K | 0.00% | −1,736−42.7% | Reduced |
| Spire Wealth Management | 2,333 | $294.1K | 0.01% | −170−6.8% | Reduced |
| Old Mission Capital LLC | 2,330 | $293.8K | 0.01% | +2,330 | New |
| Carson Advisory Inc. | 2,312 | $291.5K | 0.20% | +150+6.9% | Added |
| Graham Capital Management, L.P. | 2,304 | $290.5K | 0.01% | −2,626−53.3% | Reduced |
| Permanent Capital Management, LP | 2,840 | $286.4K | 0.06% | +2,840 | New |
| One Wealth Advisors, LLC | 2,297 | $286.1K | 0.06% | +2,297 | New |
| Advocate Group LLC | 2,237 | $282.0K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,231 | $281.3K | 0.02% | +2,231 | New |
| DRW Securities, LLC | 2,227 | $280.8K | 0.02% | +364+19.5% | Added |
| NTV Asset Management LLC | 2,215 | $279.3K | 0.04% | +40+1.8% | Added |
| Ieq Capital, LLC | 2,213 | $279.0K | 0.00% | −1,702−43.5% | Reduced |
| Bessemer Group Inc | 2,213 | $279.0K | 0.00% | +3+0.1% | Added |
| Lantern Wealth Advisors, LLC | 2,200 | $277.4K | 0.20% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,160 | $272.3K | 0.05% | −505−18.9% | Reduced |
| Vontobel Holding Ltd. | 2,155 | $271.7K | 0.00% | +388+22.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,143 | $270.2K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,121 | $267.4K | 0.00% | +38+1.8% | Added |
| Sage Investment Advisers LLC | 2,120 | $267.3K | 0.30% | +2,120 | New |
| Legacy Capital Group California, Inc. | 2,107 | $265.6K | 0.10% | +531+33.7% | Added |
| BSW Wealth Partners | 2,106 | $265.5K | 0.04% | −170−7.5% | Reduced |
| 180 Wealth Advisors, LLC | 2,017 | $265.4K | 0.04% | −74−3.5% | Reduced |
| J.W. Cole Advisors, Inc. | 2,096 | $264.3K | 0.01% | −62−2.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,095 | $264.1K | 0.00% | +26+1.3% | Added |
| LGL Partners, LLC | 2,089 | $263.4K | 0.04% | −183−8.1% | Reduced |
| Koshinski Asset Management, Inc. | 2,070 | $262.2K | 0.02% | +674+48.3% | Added |
| Marcum Wealth, LLC | 2,078 | $262.0K | 0.03% | −65−3.0% | Reduced |
| Equitable Holdings, Inc. | 2,063 | $260.1K | 0.00% | +101+5.1% | Added |
| Moneta Group Investment Advisors LLC | 2,061 | $259.9K | 0.00% | −148−6.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,038 | $257.0K | 0.01% | +13+0.6% | Added |
| Laraway Financial Inc | 2,017 | $254.3K | 0.22% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,012 | $253.7K | 0.01% | +304+17.8% | Added |
| Headinvest, LLC | 1,997 | $251.8K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 1,990 | $250.9K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,990 | $250.9K | 0.06% | +1,990 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,985 | $250.3K | 0.04% | +17+0.9% | Added |
| Concentric Wealth Management, LLC | 1,950 | $245.9K | 0.06% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,946 | $245.4K | 0.22% | 00.0% | Unchanged |
| McDonald Partners LLC | 1,938 | $244.4K | 0.07% | −315−14.0% | Reduced |
| Capital Investment Advisory Services, LLC | 1,929 | $243.2K | 0.03% | −25−1.3% | Reduced |
| Abbot Financial Management, Inc. | 1,925 | $242.7K | 0.13% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,903 | $239.9K | 0.03% | −1,161−37.9% | Reduced |
| Golden State Equity Partners | 1,899 | $239.4K | 0.05% | +1,899 | New |
| Regions Financial Corp | 1,880 | $237.0K | 0.00% | −2,106−52.8% | Reduced |
| Financial Advocates Investment Management | 1,878 | $236.8K | 0.01% | −207−9.9% | Reduced |
| Quad-Cities Investment Group, LLC | 1,852 | $233.5K | 0.13% | −223−10.7% | Reduced |
| Strategic Global Advisors, LLC | 1,006 | $232.4K | 0.05% | −866−46.3% | Reduced |
| Ruggaard & Associates LLC | 1,840 | $232.0K | 0.11% | −204−10.0% | Reduced |
| Tranquilli Financial Advisor LLC | 1,840 | $231.6K | 0.16% | +421+29.7% | Added |
| Atlas Wealth Partners, LLC | 1,825 | $230.0K | 0.97% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,817 | $229.1K | 0.22% | −97−5.1% | Reduced |
| Chicago Partners Investment Group LLC | 1,823 | $228.6K | 0.01% | −375−17.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,810 | $228.2K | 0.03% | −2,644−59.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,806 | $227.8K | 0.01% | +1,806 | New |
| KCM Investment Advisors LLC | 1,792 | $226.0K | 0.01% | −100−5.3% | Reduced |
| Parkside Financial Bank & Trust | 1,788 | $225.4K | 0.04% | −47−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 1,786 | $225.2K | 0.00% | −1,050−37.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,786 | $225.1K | 0.08% | +177+11.0% | Added |
| Keel Point, LLC | 1,756 | $224.6K | 0.02% | +113+6.9% | Added |
| Kennon-Green & Company, LLC | 1,779 | $224.3K | 0.21% | +1,779 | New |
| Wealth Alliance | 1,756 | $221.4K | 0.03% | −2,322−56.9% | Reduced |