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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 350 | $44.1K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 349 | $44.0K | 0.01% | +349 | New |
| Larson Financial Group LLC | 341 | $43.0K | 0.00% | +19+5.9% | Added |
| Oakworth Capital, Inc. | 329 | $41.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 326 | $41.1K | 0.03% | +326 | New |
| Chilton Capital Management LLC | 311 | $39.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 303 | $38.9K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $37.8K | 0.02% | −100−25.0% | Reduced |
| WR Wealth Planners, LLC | 300 | $37.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 271 | $34.2K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 269 | $33.9K | 0.00% | −476−63.9% | Reduced |
| City State Bank | 269 | $33.9K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 264 | $33.3K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $31.5K | 0.00% | 00.0% | Unchanged |
| American National Bank | 250 | $31.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 249 | $31.4K | 0.00% | +49+24.5% | Added |
| Pin Oak Investment Advisors Inc | 248 | $31.0K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 236 | $30.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 237 | $29.9K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 237 | $29.8K | 0.00% | +3+1.3% | Added |
| Guardian Wealth Management, Inc. | 218 | $27.5K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 214 | $27.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 211 | $26.6K | 0.00% | −106−33.4% | Reduced |
| Armstrong Advisory Group, Inc | 204 | $25.7K | 0.00% | −48−19.0% | Reduced |
| Venturi Wealth Management, LLC | 201 | $25.3K | 0.00% | −44−18.0% | Reduced |
| Old Second National Bank of Aurora | 200 | $25.2K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 200 | $25.2K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $25.2K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 198 | $25.0K | 0.01% | +137+224.6% | Added |
| Triad Wealth Partners, LLC | 197 | $24.8K | 0.01% | +197 | New |
| 1620 Investment Advisors, Inc. | 196 | $24.7K | 0.02% | +196 | New |
| Addison Advisors LLC | 195 | $24.6K | 0.01% | −76−28.0% | Reduced |
| Bell Investment Advisors, Inc | 189 | $23.8K | 0.00% | +97+105.4% | Added |
| Fairscale Capital, LLC | 180 | $23.3K | 0.02% | +180 | New |
| Beacon Capital Management, LLC | 183 | $23.1K | 0.00% | −10−5.2% | Reduced |
| FinTrust Capital Advisors, LLC | 178 | $22.4K | 0.00% | −21−10.6% | Reduced |
| Tradewinds Capital Management, LLC | 175 | $22.1K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 173 | $21.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 173 | $21.8K | 0.03% | +173 | New |
| Carolinas Wealth Consulting LLC | 171 | $21.5K | 0.00% | +4+2.4% | Added |
| MCF Advisors LLC | 165 | $20.8K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 159 | $20.1K | 0.01% | +1+0.6% | Added |
| First PREMIER Bank | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 150 | $18.9K | 0.01% | −28−15.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 149 | $18.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 144 | $18.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 143 | $18.0K | 0.01% | +82+134.4% | Added |
| Global Trust Asset Management, LLC | 142 | $17.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 136 | $17.1K | 0.00% | +1+0.7% | Added |
| Sachetta, LLC | 129 | $16.2K | 0.01% | −6−4.4% | Reduced |
| Rakuten Securities, Inc. | 125 | $15.8K | 0.01% | +100+400.0% | Added |
| Twin Lakes Capital Management, LLC | 123 | $15.5K | 0.01% | +1+0.8% | Added |
| Gleason Group, Inc. | 121 | $15.2K | 0.00% | +2+1.7% | Added |
| Laurel Wealth Advisors LLC | 120 | $15.1K | 0.00% | −10−7.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 119 | $15.0K | 0.01% | −31−20.7% | Reduced |
| Adirondack Trust Co | 117 | $14.8K | 0.01% | −17−12.7% | Reduced |
| Pacific Center for Financial Services | 113 | $14.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 112 | $14.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 111 | $14.0K | 0.00% | −239−68.3% | Reduced |
| Silicon Valley Capital Partners | 108 | $13.6K | 0.00% | +1+0.9% | Added |
| AlphaMark Advisors, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 99 | $12.5K | 0.01% | +99 | New |
| Raffa Wealth Management, LLC | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 95 | $12.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 93 | $11.7K | 0.01% | −31−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 85 | $10.7K | 0.00% | −2−2.3% | Reduced |
| Stephens Consulting, LLC | 84 | $10.6K | 0.00% | +75+833.3% | Added |
| Bogart Wealth, LLC | 84 | $10.6K | 0.00% | −19−18.4% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 82 | $10.1K | 0.01% | 00.0% | Unchanged |
| Ninety One UK Ltd | 77 | $9.71K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 74 | $9.33K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 76 | $9.00K | 0.00% | +1+1.3% | Added |
| West Oak Capital, LLC | 70 | $8.83K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 66 | $8.32K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 66 | $8.32K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 60 | $8.00K | 0.00% | +6+11.1% | Added |
| Indiana Trust & Investment Management CO | 61 | $7.69K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 60 | $7.57K | 0.01% | +60 | New |
| Valued Wealth Advisors LLC | 58 | $7.32K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 53 | $6.68K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 51 | $6.43K | 0.00% | −8,888−99.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 43 | $6.40K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 48 | $6.05K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 48 | $6.05K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 48 | $6.05K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $6.00K | 0.00% | −111−69.8% | Reduced |
| Capital Analysts, LLC | 45 | $6.00K | 0.00% | −34−43.0% | Reduced |
| WealthCollab, LLC | 47 | $5.93K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 43 | $5.42K | 0.00% | +43 | New |
| VisionPoint Advisory Group, LLC | 42 | $5.29K | 0.00% | −25−37.3% | Reduced |
| West Financial Advisors, LLC | 41 | $5.17K | 0.00% | 00.0% | Unchanged |