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 |
|---|---|---|---|---|---|
| Roman Butler Fullerton & Co | 1,710 | $220.8K | 0.07% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,734 | $218.6K | 0.02% | −155−8.2% | Reduced |
| Hilltop Holdings Inc. | 1,723 | $217.2K | 0.03% | −124−6.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,719 | $216.7K | 0.01% | −7−0.4% | Reduced |
| Jeppson Wealth Management, LLC | 1,716 | $216.4K | 0.08% | −140−7.5% | Reduced |
| First City Capital Management, Inc. | 1,709 | $215.5K | 0.12% | −225−11.6% | Reduced |
| Inscription Capital, LLC | 1,708 | $215.4K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,705 | $215.0K | 0.01% | −8−0.5% | Reduced |
| Interchange Capital Partners, LLC | 1,702 | $214.6K | 0.08% | +1,702 | New |
| Roundview Capital LLC | 1,699 | $214.2K | 0.02% | −1,300−43.3% | Reduced |
| Sage Rhino Capital LLC | 1,688 | $212.8K | 0.05% | −267−13.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,680 | $211.8K | 0.00% | +330+24.4% | Added |
| Continuum Advisory, LLC | 1,672 | $210.8K | 0.03% | +317+23.4% | Added |
| Intelligent Financial Strategies | 1,666 | $210.0K | 0.13% | −723−30.3% | Reduced |
| Cascade Financial Partners, LLC | 1,664 | $209.9K | 0.03% | −150−8.3% | Reduced |
| Tritonpoint Wealth, LLC | 1,662 | $209.6K | 0.02% | −1,127−40.4% | Reduced |
| PDS Planning, Inc | 1,657 | $208.9K | 0.02% | −227−12.0% | Reduced |
| Ameritas Advisory Services, LLC | 1,657 | $208.9K | 0.01% | +99+6.4% | Added |
| Pictet North America Advisors SA | 1,653 | $208.4K | 0.02% | −800−32.6% | Reduced |
| Five Oceans Advisors | 1,649 | $207.9K | 0.11% | −283−14.6% | Reduced |
| Virtue Capital Management, LLC | 1,618 | $207.4K | 0.04% | +1,618 | New |
| Diversify Advisory Services, LLC | 1,636 | $207.3K | 0.01% | −2,041−55.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 1,595 | $206.6K | 0.02% | +24+1.5% | Added |
| Bryn Mawr Trust Co | 1,620 | $204.3K | 0.01% | −24−1.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,620 | $204.3K | 0.13% | +1,620 | New |
| Schechter Investment Advisors, LLC | 1,611 | $203.1K | 0.02% | −819−33.7% | Reduced |
| Greenwood Gearhart Inc | 1,608 | $202.8K | 0.02% | −1,217−43.1% | Reduced |
| Roberts Glore & Co Inc | 1,604 | $202.2K | 0.06% | +205+14.7% | Added |
| Great Valley Advisor Group, Inc. | 1,597 | $201.4K | 0.01% | −105−6.2% | Reduced |
| Creative Financial Designs Inc | 1,574 | $198.5K | 0.02% | +20+1.3% | Added |
| Allworth Financial LP | 1,495 | $192.1K | 0.00% | +343+29.8% | Added |
| EverSource Wealth Advisors, LLC | 1,492 | $186.1K | 0.01% | −193−11.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,410 | $177.8K | 0.01% | −889−38.7% | Reduced |
| Russell Investments Group, Ltd. | 1,406 | $177.3K | 0.00% | +270+23.8% | Added |
| M&R Capital Management Inc | 1,391 | $175.3K | 0.04% | +6+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,345 | $171.0K | 0.09% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,350 | $170.2K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,299 | $163.7K | 0.01% | +11+0.9% | Added |
| St Germain D J Co Inc | 1,285 | $162.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,277 | $161.0K | 0.09% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4,884 | $153.7K | 0.10% | +4,884 | New |
| Webster Bank, N. A. | 1,191 | $150.2K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,185 | $147.8K | 0.01% | −1,163−49.5% | Reduced |
| Independence Bank of Kentucky | 1,166 | $147.0K | 0.04% | −315−21.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,137 | $143.3K | 0.01% | −9−0.8% | Reduced |
| Hills Bank & Trust Co | 1,131 | $142.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,112 | $140.2K | 0.03% | +5+0.5% | Added |
| Proequities, Inc. | 1,082 | $136.4K | 0.01% | +234+27.6% | Added |
| GHP Investment Advisors, Inc. | 1,005 | $126.7K | 0.01% | −84−7.7% | Reduced |
| Knuff & Co LLC | 1,000 | $126.1K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 1,000 | $126.1K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,000 | $126.1K | 0.01% | +1,000 | New |
| Tucker Asset Management LLC | 973 | $122.7K | 0.03% | −433−30.8% | Reduced |
| Ridgewood Investments LLC | 934 | $117.8K | 0.06% | +934 | New |
| Jackson, Grant Investment Advisers, Inc. | 929 | $117.1K | 0.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 920 | $116.0K | 0.03% | +9+1.0% | Added |
| Family Capital Trust Co | 900 | $113.5K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 893 | $112.6K | 0.01% | +49+5.8% | Added |
| Rosenberg Matthew Hamilton | 884 | $111.3K | 0.03% | +5+0.6% | Added |
| Simplex Trading, LLC | 882 | $111.0K | 0.00% | +882 | New |
| Rothschild Investment LLC | 791 | $99.7K | 0.01% | +180+29.5% | Added |
| Beach Investment Counsel Inc | 783 | $99.0K | 0.01% | +783 | New |
| Bokf, NA | 705 | $88.9K | 0.00% | −50−6.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 700 | $88.3K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 685 | $86.4K | 0.02% | −120−14.9% | Reduced |
| SOA Wealth Advisors, LLC. | 684 | $86.2K | 0.02% | −358−34.4% | Reduced |
| Pinnacle Bancorp, Inc. | 680 | $85.7K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 679 | $85.0K | 0.01% | +276+68.5% | Added |
| Eagle Bay Advisors LLC | 633 | $79.8K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 610 | $76.9K | 0.00% | −88−12.6% | Reduced |
| Trifecta Capital Advisors, LLC | 600 | $75.6K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 597 | $75.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 498 | $74.1K | 0.00% | +55+12.4% | Added |
| Tortoise Investment Management, LLC | 575 | $72.5K | 0.01% | +96+20.0% | Added |
| S.A. Mason LLC | 575 | $72.5K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 570 | $71.9K | 0.02% | −100−14.9% | Reduced |
| Financial Network Wealth Advisors LLC | 565 | $71.2K | 0.05% | +565 | New |
| AdvisorNet Financial, Inc | 538 | $67.8K | 0.01% | +109+25.4% | Added |
| First Command Advisory Services, Inc. | 529 | $65.7K | 0.00% | −75−12.4% | Reduced |
| Solstein Capital, LLC | 518 | $65.3K | 0.04% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 513 | $64.7K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 510 | $64.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 502 | $63.3K | 0.00% | −672−57.2% | Reduced |
| Tompkins Financial Corp | 500 | $63.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 500 | $63.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 497 | $62.6K | 0.01% | −84−14.5% | Reduced |
| JFS Wealth Advisors, LLC | 491 | $61.9K | 0.00% | −9−1.8% | Reduced |
| Accent Capital Management, LLC | 471 | $59.4K | 0.04% | +90+23.6% | Added |
| JJJ Advisors Inc. | 466 | $58.8K | 0.01% | +387+489.9% | Added |
| ICA Group Wealth Management, LLC | 436 | $55.0K | 0.03% | −182−29.4% | Reduced |
| Walleye Capital LLC | 406 | $51.2K | 0.00% | −178−30.5% | Reduced |
| Standard Family Office LLC | 402 | $50.7K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 400 | $50.4K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 398 | $50.2K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 387 | $49.1K | 0.01% | +19+5.2% | Added |
| Resources Management Corp | 385 | $49.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 386 | $48.6K | 0.02% | +2+0.5% | Added |
| Smithfield Trust Co | 364 | $47.0K | 0.00% | −47−11.4% | Reduced |
| McIlrath & Eck, LLC | 363 | $45.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 350 | $44.1K | 0.00% | −107−23.4% | Reduced |