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 |
|---|---|---|---|---|---|
| Signature Equity Partners, LLC | 176 | $13.1K | 0.01% | −30−14.6% | Reduced |
| Elequin Capital LP | 176 | $13.1K | 0.00% | +176 | New |
| Tradewinds Capital Management, LLC | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 173 | $12.9K | 0.00% | −6−3.4% | Reduced |
| Lodestone Wealth Management LLC | 172 | $12.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 165 | $12.3K | 0.00% | +25+17.9% | Added |
| CrossGen Wealth, LLC | 164 | $12.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 163 | $12.0K | 0.01% | −71−30.3% | Reduced |
| WPG Advisers, LLC | 156 | $11.6K | 0.01% | −64−29.1% | Reduced |
| City State Bank | 149 | $11.1K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 146 | $10.9K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 146 | $10.9K | 0.00% | −117−44.5% | Reduced |
| Boreal Capital Management LLC | 146 | $10.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 145 | $10.8K | 0.00% | +145 | New |
| Spire Wealth Management | 142 | $10.6K | 0.00% | −180−55.9% | Reduced |
| SOA Wealth Advisors, LLC. | 139 | $10.4K | 0.00% | −45−24.5% | Reduced |
| Princeton Global Asset Management LLC | 139 | $10.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 138 | $10.3K | 0.00% | +3+2.2% | Added |
| Cherry Tree Wealth Management, LLC | 133 | $9.90K | 0.00% | +100+303.0% | Added |
| Twin Lakes Capital Management, LLC | 131 | $9.74K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 130 | $9.68K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 129 | $9.60K | 0.00% | +129 | New |
| Old Second National Bank of Aurora | 125 | $9.31K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 118 | $8.77K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 117 | $8.71K | 0.00% | +117 | New |
| Flagship Wealth Advisors, LLC | 86 | $8.67K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 115 | $8.58K | 0.00% | +90+360.0% | Added |
| Cornerstone Planning Group LLC | 106 | $8.52K | 0.00% | +50+89.3% | Added |
| Boyd Watterson Asset Management LLC | 114 | $8.49K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $8.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 113 | $8.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 111 | $8.26K | 0.00% | +109+5,450.0% | Added |
| Clark Wealth Partners | 108 | $8.07K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 114 | $8.00K | 0.00% | −250−68.7% | Reduced |
| Federated Hermes, Inc. | 104 | $7.74K | 0.00% | −508,315−100.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 103 | $7.67K | 0.00% | −95−48.0% | Reduced |
| Adirondack Trust Co | 103 | $7.67K | 0.00% | −14−12.0% | Reduced |
| Crews Bank & Trust | 100 | $7.45K | 0.00% | −150−60.0% | Reduced |
| SJS Investment Consulting Inc. | 100 | $7.45K | 0.00% | −60−37.5% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $7.45K | 0.00% | 00.0% | Unchanged |
| Protective Life Corp | 100 | $7.45K | 0.02% | +100 | New |
| Magnolia Wealth Management, LLC | 100 | $7.45K | 0.00% | +100 | New |
| Twin Peaks Wealth Advisors, LLC | 100 | $7.45K | 0.00% | +100 | New |
| Salomon & Ludwin, LLC | 100 | $7.33K | 0.00% | −40−28.6% | Reduced |
| Sunrise Financial Services, LLC | 95 | $7.07K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 90 | $6.70K | 0.01% | +20+28.6% | Added |
| Community Financial Services Group, LLC | 87 | $6.49K | 0.00% | +87 | New |
| Stone House Investment Management, LLC | 86 | $6.40K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 86 | $6.40K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 85 | $6.33K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 85 | $6.33K | 0.00% | +85 | New |
| Frazier Financial Advisors, LLC | 84 | $6.25K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 83 | $6.18K | 0.00% | −48−36.6% | Reduced |
| GW&K Investment Management, LLC | 85 | $6.00K | 0.00% | +12+16.4% | Added |
| Coston, McIsaac & Partners | 84 | $6.00K | 0.00% | +82+4,100.0% | Added |
| Entrust Financial LLC | 74 | $5.51K | 0.00% | +74 | New |
| Eastern Bank | 66 | $4.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $4.91K | 0.00% | +60+1,000.0% | Added |
| Tower Trust & Investment Co | 66 | $4.91K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 66 | $4.91K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 65 | $4.86K | 0.00% | −11−14.5% | Reduced |
| Wolff Wiese Magana LLC | 65 | $4.84K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $4.84K | 0.00% | −49−43.0% | Reduced |
| Gleason Group, Inc. | 63 | $4.72K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 61 | $4.54K | 0.00% | +61 | New |
| Owl Creek Wealth Partners LLC | 57 | $4.24K | 0.00% | +57 | New |
| Ares Financial Consulting, LLC | 55 | $4.11K | 0.00% | +55 | New |
| NBT Bank N A | 50 | $3.72K | 0.00% | −400−88.9% | Reduced |
| Millstone Evans Group, LLC | 50 | $3.72K | 0.00% | −100−66.7% | Reduced |
| Financial Consulate, Inc | 50 | $3.72K | 0.00% | −2−3.8% | Reduced |
| Sfam, LLC | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 50 | $3.72K | 0.02% | +50 | New |
| Sankala Group LLC | 48 | $3.58K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 48 | $3.57K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 47 | $3.50K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 46 | $3.43K | 0.00% | −278−85.8% | Reduced |
| Manchester Capital Management LLC | 46 | $3.42K | 0.00% | −14−23.3% | Reduced |
| Gold Investment Management Ltd. | 46 | $3.42K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $3.42K | 0.00% | +5+12.2% | Added |
| Prestige Wealth Management Group LLC | 45 | $3.35K | 0.00% | −19−29.7% | Reduced |
| Cedar Mountain Advisors, LLC | 44 | $3.28K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 43 | $3.20K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 43 | $3.20K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 41 | $3.05K | 0.00% | +41 | New |
| Pacifica Partners Inc. | 40 | $2.98K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 39 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bayban | 36 | $2.68K | 0.00% | +23+176.9% | Added |
| AdvisorNet Financial, Inc | 35 | $2.61K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 34 | $2.53K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 32 | $2.38K | 0.00% | +32 | New |
| Quaker Wealth Management, LLC | 32 | $2.38K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 31 | $2.36K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 31 | $2.31K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $2.23K | 0.00% | −6−16.7% | Reduced |