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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 16,726 | $1.25M | 0.06% | −198−1.2% | Reduced |
| Farther Finance Advisors, LLC | 16,633 | $1.24M | 0.01% | +119+0.7% | Added |
| Longfellow Investment Management Co LLC | 16,655 | $1.24M | 0.26% | +16,655 | New |
| O'Shaughnessy Asset Management, LLC | 16,352 | $1.22M | 0.01% | +1,304+8.7% | Added |
| Kovack Advisors, Inc. | 16,422 | $1.21M | 0.06% | +6,733+69.5% | Added |
| Northwestern Mutual Wealth Management Co | 15,743 | $1.17M | 0.00% | −1,625−9.4% | Reduced |
| EFG International AG | 15,711 | $1.17M | 0.03% | +15,711 | New |
| BCGM Wealth Management, LLC | 15,504 | $1.15M | 0.29% | +1,315+9.3% | Added |
| GeoWealth Management, LLC | 15,410 | $1.15M | 0.04% | −636−4.0% | Reduced |
| Catalytic Wealth RIA, LLC | 15,293 | $1.14M | 0.05% | +5,288+52.9% | Added |
| Horizon Investments, LLC | 15,442 | $1.14M | 0.01% | +7,450+93.2% | Added |
| Acumen Wealth Advisors, LLC | 15,269 | $1.14M | 0.31% | −5,811−27.6% | Reduced |
| Greenline Partners, LLC | 15,246 | $1.14M | 0.12% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 15,000 | $1.12M | 0.17% | +15,000 | New |
| HM Payson & Co | 14,801 | $1.10M | 0.02% | −12,400−45.6% | Reduced |
| Price T Rowe Associates Inc | 14,738 | $1.10M | 0.00% | +14,738 | New |
| Nicholas Hoffman & Company, LLC. | 14,561 | $1.08M | 0.03% | +1,253+9.4% | Added |
| Inlet Private Wealth, LLC | 14,306 | $1.07M | 0.27% | −595−4.0% | Reduced |
| Kornitzer Capital Management Inc | 14,015 | $1.04M | 0.02% | −2,474−15.0% | Reduced |
| Blair William & Co | 14,000 | $1.04M | 0.00% | −2,231−13.7% | Reduced |
| Third View Private Wealth, LLC | 13,564 | $1.01M | 0.14% | +691+5.4% | Added |
| Mutual Advisors, LLC | 13,448 | $1.00M | 0.02% | +2,591+23.9% | Added |
| Dakota Wealth Management | 13,333 | $992.6K | 0.02% | −1,140−7.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,293 | $989.7K | 0.01% | −79−0.6% | Reduced |
| Brinker Capital Investments, LLC | 13,136 | $977.9K | 0.01% | −33,572−71.9% | Reduced |
| JustInvest LLC | 13,019 | $969.3K | 0.01% | −4,256−24.6% | Reduced |
| Invesco Ltd. | 12,956 | $964.5K | 0.00% | −295,908−95.8% | Reduced |
| Beacon Pointe Advisors, LLC | 12,697 | $945.3K | 0.01% | +5,052+66.1% | Added |
| Naples Global Advisors, LLC | 12,689 | $944.7K | 0.07% | −2,758−17.9% | Reduced |
| QRG Capital Management, Inc. | 12,532 | $933.0K | 0.01% | +3,125+33.2% | Added |
| Tanager Wealth Management LLP | 12,445 | $926.5K | 0.09% | +36+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 11,654 | $924.8K | 0.01% | −4,376−27.3% | Reduced |
| Parvin Asset Management, LLC | 12,350 | $919.5K | 0.68% | +2,180+21.4% | Added |
| Central Trust Co | 12,285 | $914.6K | 0.02% | −1,154−8.6% | Reduced |
| HSBC Holdings PLC | 12,377 | $914.1K | 0.00% | +869+7.6% | Added |
| Farringdon Capital, Ltd. | 12,273 | $913.7K | 0.20% | −6,585−34.9% | Reduced |
| Brown Advisory Inc | 12,038 | $896.2K | 0.00% | −6,523−35.1% | Reduced |
| Quinn Opportunity Partners LLC | 12,000 | $893.4K | 0.05% | +12,000 | New |
| M&T Bank Corp | 11,947 | $889.2K | 0.00% | −15,519−56.5% | Reduced |
| Chiron Capital Management, LLC | 11,806 | $879.0K | 0.90% | +11,806 | New |
| Highland Capital Management, LLC | 11,740 | $874.0K | 0.05% | −50−0.4% | Reduced |
| Auxier Asset Management | 11,600 | $863.6K | 0.12% | −100−0.9% | Reduced |
| AustralianSuper Pty Ltd | 11,356 | $845.5K | 0.00% | +11,356 | New |
| Merit Financial Group, LLC | 11,237 | $836.6K | 0.01% | +1,019+10.0% | Added |
| Westhampton Capital, LLC | 11,214 | $834.9K | 0.39% | +80+0.7% | Added |
| Dodge & Cox | 11,077 | $824.7K | 0.00% | 00.0% | Unchanged |
| Searle & Co. | 10,950 | $815.2K | 0.20% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,848 | $807.7K | 0.03% | −611−5.3% | Reduced |
| Knollwood Investment Advisory, LLC | 10,597 | $788.9K | 0.08% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 10,517 | $783.0K | 0.27% | +6,400+155.5% | Added |
| Crossmark Global Holdings, Inc. | 10,517 | $783.0K | 0.01% | −610−5.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,502 | $781.8K | 0.04% | +4,511+75.3% | Added |
| Fiduciary Alliance LLC | 9,704 | $773.0K | 0.05% | +9,704 | New |
| Skopos Labs, Inc. | 10,307 | $767.4K | 0.02% | −1,277−11.0% | Reduced |
| Sterling Capital Management LLC | 10,281 | $765.4K | 0.01% | +1,429+16.1% | Added |
| V-Square Quantitative Management LLC | 10,276 | $765.0K | 0.08% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 8,854 | $763.9K | 0.02% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 10,242 | $762.5K | 0.09% | +38+0.4% | Added |
| Fiduciary Trust Co | 10,213 | $760.3K | 0.01% | −1,171−10.3% | Reduced |
| Tevis Investment Management | 10,199 | $759.3K | 0.43% | +1,905+23.0% | Added |
| Global Strategic Management Inc | 10,200 | $759.0K | 0.63% | +10,200 | New |
| Squarepoint Ops LLC | 10,181 | $758.0K | 0.00% | −45,223−81.6% | Reduced |
| Bradyco, Inc. | 10,090 | $751.2K | 0.58% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 10,047 | $748.0K | 0.04% | −20.0% | Reduced |
| Novem Group | 10,008 | $745.1K | 0.09% | +10,008 | New |
| FNY Investment Advisers, LLC | 10,000 | $744.0K | 0.33% | +10,000 | New |
| Walleye Capital LLC | 9,956 | $741.2K | 0.00% | −6,497−39.5% | Reduced |
| Lantz Financial LLC | 9,936 | $739.7K | 0.15% | −1,896−16.0% | Reduced |
| Pinnacle Associates Ltd | 9,892 | $736.5K | 0.01% | +75+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,870 | $734.8K | 0.02% | −4,287−30.3% | Reduced |
| Lincoln Capital LLC | 9,863 | $734.2K | 0.14% | −605−5.8% | Reduced |
| Joel Isaacson & Co., LLC | 9,808 | $730.2K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,718 | $723.5K | 0.03% | +9,718 | New |
| Mount Yale Investment Advisors, LLC | 9,678 | $720.5K | 0.02% | +6,886+246.6% | Added |
| Bridgefront Capital, LLC | 9,647 | $718.2K | 0.18% | +9,647 | New |
| Shrier Wealth Management, LLC | 9,544 | $710.6K | 0.26% | +24+0.3% | Added |
| Hutner Capital Management Inc | 9,444 | $703.1K | 0.29% | −7,162−43.1% | Reduced |
| Keystone Financial Group | 9,269 | $699.4K | 0.05% | +805+9.5% | Added |
| Euro Pacific Asset Management, LLC | 7,499 | $698.0K | 0.07% | +118+1.6% | Added |
| D. E. Shaw & Co., Inc. | 9,175 | $683.1K | 0.00% | −132,323−93.5% | Reduced |
| Mystic Asset Management, Inc. | 9,100 | $677.5K | 0.16% | −3,210−26.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,974 | $668.1K | 0.14% | +3,575+66.2% | Added |
| Quadrant Capital Group LLC | 8,761 | $652.3K | 0.02% | −4,659−34.7% | Reduced |
| Keybank National Association | 8,726 | $649.7K | 0.00% | −704−7.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,484 | $631.6K | 0.11% | +972+12.9% | Added |
| Two Sigma Securities, LLC | 8,450 | $629.1K | 0.07% | +8,450 | New |
| Bull Street Advisors, LLC | 8,410 | $626.0K | 0.31% | +1,125+15.4% | Added |
| Washington Trust Advisors, Inc. | 8,343 | $621.1K | 0.05% | −5,772−40.9% | Reduced |
| Founders Financial Securities LLC | 7,852 | $616.6K | 0.03% | −361−4.4% | Reduced |
| Ingalls & Snyder LLC | 8,228 | $613.0K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,179 | $608.9K | 0.05% | +1,917+30.6% | Added |
| Commerce Bank | 8,164 | $607.8K | 0.00% | +1,224+17.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,111 | $603.9K | 0.25% | +1,223+17.8% | Added |
| Voya Financial Advisors, Inc. | 8,145 | $603.3K | 0.06% | −6,076−42.7% | Reduced |
| Berkeley Capital Partners, LLC | 7,982 | $594.3K | 0.14% | +7,982 | New |
| Evergreen Capital Management LLC | 7,900 | $588.2K | 0.01% | −1,933−19.7% | Reduced |
| State Street Corp | 7,893 | $587.6K | 0.00% | −287−3.5% | Reduced |
| Private Advisor Group, LLC | 7,886 | $587.1K | 0.00% | −1,445−15.5% | Reduced |
| HF Advisory Group, LLC | 7,859 | $585.1K | 0.20% | −2,017−20.4% | Reduced |
| Twin Tree Management, LP | 7,827 | $582.7K | 0.12% | +7,827 | New |