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, Q1 2026
Institutional positions in Diageo PLC as of Mar 31, 2026. 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
- 747
- −44 vs. Q4 2025
- Shares held
- 54.8M
- +1.32M (+2.5%) vs. Q4 2025
- Total value
- $4.07B
- −$537.3M (−11.6%) vs. Q4 2025
- New holders
- 90
- 237 more added
- Sold out
- 134
- 277 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LRI Investments, LLC | 3,382 | $251.8K | 0.02% | −210−5.8% | Reduced |
| Aigen Investment Management, LP | 3,404 | $253.4K | 0.07% | −14,533−81.0% | Reduced |
| Regions Financial Corp | 3,407 | $253.7K | 0.00% | −296−8.0% | Reduced |
| Monticello Wealth Management, LLC | 3,409 | $253.8K | 0.02% | −19−0.6% | Reduced |
| DMG Group, LLC | 3,439 | $256.0K | 0.17% | −266−7.2% | Reduced |
| Insigneo Advisory Services, LLC | 3,451 | $256.9K | 0.02% | +278+8.8% | Added |
| Winning Points Advisors, LLC | 3,450 | $257.2K | 0.26% | +3,450 | New |
| Norden Group LLC | 3,464 | $257.9K | 0.02% | +1,043+43.1% | Added |
| Ridgewood Investments LLC | 3,472 | $258.5K | 0.11% | +3,472 | New |
| First Horizon Corp | 3,487 | $259.6K | 0.01% | −353−9.2% | Reduced |
| BCJ Capital Management, LLC | 3,545 | $263.9K | 0.01% | +1,096+44.8% | Added |
| Avidian Wealth Solutions, LLC | 3,575 | $266.1K | 0.01% | +3,575 | New |
| Williams Jones Wealth Management, LLC. | 3,585 | $266.9K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,587 | $267.1K | 0.02% | −16−0.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,602 | $268.1K | 0.03% | −179−4.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,612 | $268.9K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,621 | $269.6K | 0.00% | −25−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 3,659 | $272.4K | 0.00% | −208−5.4% | Reduced |
| Roundview Capital LLC | 3,675 | $273.6K | 0.02% | +3,675 | New |
| Mill Capital Management, LLC | 3,698 | $275.3K | 0.02% | −100−2.6% | Reduced |
| Sage Investment Counsel LLC | 3,700 | $275.5K | 0.31% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,702 | $275.7K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,704 | $275.8K | 0.03% | +618+20.0% | Added |
| Columbia Asset Management | 3,723 | $277.2K | 0.05% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 3,741 | $278.5K | 0.01% | −2,257−37.6% | Reduced |
| Apollon Wealth Management, LLC | 3,795 | $282.5K | 0.00% | +286+8.2% | Added |
| Colonial Trust Advisors | 3,804 | $283.2K | 0.02% | −1,586−29.4% | Reduced |
| Fisher Asset Management, LLC | 3,813 | $283.9K | 0.00% | +845+28.5% | Added |
| Douglass Winthrop Advisors, LLC | 3,823 | $284.6K | 0.01% | −1,150−23.1% | Reduced |
| New Wave Wealth Advisors LLC | 3,860 | $287.4K | 0.10% | +896+30.2% | Added |
| Summit Financial, LLC | 3,881 | $288.9K | 0.00% | +760+24.4% | Added |
| Alhambra Investment Partners LLC | 3,899 | $290.3K | 0.13% | +444+12.9% | Added |
| CAPROCK Group, Inc. | 3,900 | $290.4K | 0.01% | −1,206−23.6% | Reduced |
| Frank, Rimerman Advisors LLC | 3,970 | $295.6K | 0.02% | +3,970 | New |
| SBI Securities Co., Ltd. | 3,990 | $297.1K | 0.01% | −1,320−24.9% | Reduced |
| Step Capital Management Pte. Ltd. | 4,000 | $297.8K | 0.12% | −4,000−50.0% | Reduced |
| First National Bank of Omaha | 4,076 | $299.4K | 0.01% | −1,544−27.5% | Reduced |
| Smartleaf Asset Management LLC | 4,098 | $301.0K | 0.01% | +833+25.5% | Added |
| Valeo Financial Advisors, LLC | 4,055 | $301.9K | 0.01% | +1,726+74.1% | Added |
| Bangor Savings Bank | 4,084 | $304.1K | 0.02% | −1,117−21.5% | Reduced |
| Independence Bank of Kentucky | 4,090 | $304.5K | 0.04% | −25−0.6% | Reduced |
| R Squared Ltd | 4,115 | $306.4K | 0.17% | −1,653−28.7% | Reduced |
| Ballentine Partners, LLC | 4,162 | $309.9K | 0.00% | +312+8.1% | Added |
| Titan Wealth (CI) Ltd | 4,200 | $312.6K | 0.14% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,202 | $312.8K | 0.09% | +344+8.9% | Added |
| Aberdeen Wealth Management LLC | 4,220 | $314.2K | 0.14% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 4,250 | $316.0K | 0.01% | −2,194−34.0% | Reduced |
| Cohen Investment Advisors LLC | 4,276 | $318.3K | 0.15% | +169+4.1% | Added |
| Allspring Global Investments Holdings, LLC | 4,354 | $319.4K | 0.00% | −1,956−31.0% | Reduced |
| Ieq Capital, LLC | 4,290 | $319.4K | 0.00% | −1,149−21.1% | Reduced |
| Hancock Whitney Corp | 4,074 | $328.6K | 0.01% | −163−3.8% | Reduced |
| Woodmont Investment Counsel LLC | 4,419 | $329.0K | 0.02% | −1,923−30.3% | Reduced |
| Vident Advisory, LLC | 4,429 | $329.8K | 0.00% | +1,320+42.5% | Added |
| Advisors Asset Management, Inc. | 4,447 | $331.1K | 0.01% | −475−9.7% | Reduced |
| Ellevest, Inc. | 4,458 | $331.9K | 0.05% | +1,952+77.9% | Added |
| Cullen/Frost Bankers, Inc. | 4,460 | $332.0K | 0.00% | −403−8.3% | Reduced |
| Signaturefd, LLC | 4,493 | $334.5K | 0.01% | −2,875−39.0% | Reduced |
| Boston Family Office LLC | 4,516 | $336.0K | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 4,528 | $337.1K | 0.00% | −101−2.2% | Reduced |
| Generation Capital Management LLC | 4,555 | $339.1K | 0.25% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 4,576 | $340.7K | 0.20% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,605 | $342.8K | 0.00% | −1,071−18.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,269 | $343.6K | 0.02% | +1,441+51.0% | Added |
| Sequoia Financial Advisors, LLC | 4,658 | $346.8K | 0.00% | +588+14.4% | Added |
| Transcend Wealth Collective, LLC | 4,728 | $352.0K | 0.03% | −1,437−23.3% | Reduced |
| Umb Bank N A | 4,742 | $353.0K | 0.00% | −343−6.7% | Reduced |
| Aaron Wealth Advisors | 4,747 | $353.4K | 0.02% | +608+14.7% | Added |
| RSM US Wealth Management LLC | 4,754 | $353.9K | 0.00% | −1,341−22.0% | Reduced |
| MQS Management LLC | 4,770 | $355.1K | 0.24% | −180−3.6% | Reduced |
| Dana Investment Advisors, Inc. | 4,794 | $356.9K | 0.01% | +4,794 | New |
| Bahl & Gaynor Inc | 4,812 | $358.3K | 0.00% | −1,200−20.0% | Reduced |
| Rehmann Capital Advisory Group | 4,800 | $360.1K | 0.02% | +830+20.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,850 | $361.1K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,911 | $365.6K | 0.01% | −13,066−72.7% | Reduced |
| Jeppson Wealth Management, LLC | 4,968 | $369.9K | 0.12% | +1,339+36.9% | Added |
| Cowa, LLC | 5,075 | $377.8K | 0.10% | +2,650+109.3% | Added |
| Snowden Capital Advisors LLC | 5,084 | $378.5K | 0.01% | −1,282−20.1% | Reduced |
| Rossmore Private Capital | 5,204 | $387.4K | 0.03% | −50−1.0% | Reduced |
| Citizens National Bank Trust Department | 5,335 | $397.2K | 0.07% | −470−8.1% | Reduced |
| Daymark Wealth Partners, LLC | 5,342 | $397.7K | 0.01% | −1,238−18.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,361 | $399.1K | 0.00% | −14,334−72.8% | Reduced |
| Personal Cfo Solutions, LLC | 5,460 | $406.5K | 0.06% | +507+10.2% | Added |
| DecisionMap Wealth Management, LLC | 5,507 | $410.0K | 0.27% | +25+0.5% | Added |
| AQR Capital Management LLC | 5,526 | $411.4K | 0.00% | +359+6.9% | Added |
| Prospera Financial Services Inc | 5,612 | $418.4K | 0.01% | +5,612 | New |
| Weatherly Asset Management L. P. | 5,649 | $420.6K | 0.03% | −346−5.8% | Reduced |
| Argent Trust Co | 5,686 | $423.3K | 0.01% | −9,631−62.9% | Reduced |
| Absher Wealth Management, LLC | 5,696 | $424.1K | 0.05% | −377−6.2% | Reduced |
| CIBC Asset Management Inc | 5,712 | $425.3K | 0.00% | −13,498−70.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,729 | $426.6K | 0.01% | +215+3.9% | Added |
| Yousif Capital Management, LLC | 5,735 | $427.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,770 | $429.6K | 0.07% | +5,770 | New |
| Crestwood Advisors Group LLC | 5,786 | $430.7K | 0.01% | −5,342−48.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,821 | $433.4K | 0.18% | +422+7.8% | Added |
| TT Capital Management LLC | 5,833 | $434.3K | 0.36% | +835+16.7% | Added |
| Oppenheimer & Co Inc | 5,851 | $435.6K | 0.01% | −1,814−23.7% | Reduced |
| Rexford Capital Inc | 5,918 | $440.6K | 0.31% | +3,110+110.8% | Added |
| Integrated Wealth Concepts LLC | 5,924 | $441.0K | 0.00% | −3,238−35.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,930 | $441.4K | 0.00% | −28,672−82.9% | Reduced |
| Wynn Capital, LLC | 5,930 | $441.5K | 0.23% | +936+18.7% | Added |