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 2026
Institutional positions in Diageo PLC as of Jun 30, 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
- 728
- −9 vs. Q1 2026
- Shares held
- 56.5M
- +1.80M (+3.3%) vs. Q1 2026
- Total value
- $4.54B
- +$473.1M (+11.6%) vs. Q1 2026
- New holders
- 94
- 240 more added
- Sold out
- 103
- 261 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 3,939 | $316.6K | 0.00% | +3,939 | New |
| Welch Group, LLC | 3,934 | $316.2K | 0.01% | −2,000−33.7% | Reduced |
| Mystic Asset Management, Inc. | 3,924 | $315.4K | 0.07% | −5,176−56.9% | Reduced |
| Fortress Private Ledger, LLC | 3,899 | $313.4K | 0.09% | +3,899 | New |
| Savant Capital, LLC | 3,770 | $309.3K | 0.00% | +3,770 | New |
| BCJ Capital Management, LLC | 3,846 | $309.1K | 0.02% | +301+8.5% | Added |
| Aviso Financial Inc. | 3,846 | $309.1K | 0.01% | +541+16.4% | Added |
| Gallacher Capital Management LLC | 3,830 | $307.9K | 0.17% | +696+22.2% | Added |
| Douglass Winthrop Advisors, LLC | 3,823 | $307.3K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 3,815 | $306.6K | 0.05% | +3,815 | New |
| Norden Group LLC | 3,731 | $299.9K | 0.02% | +267+7.7% | Added |
| Affiance Financial, LLC | 3,702 | $297.6K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,694 | $296.9K | 0.02% | −2,503−40.4% | Reduced |
| SBI Securities Co., Ltd. | 3,687 | $296.4K | 0.01% | −303−7.6% | Reduced |
| Alhambra Investment Partners LLC | 3,675 | $295.4K | 0.13% | −224−5.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,624 | $291.3K | 0.00% | +39+1.1% | Added |
| Keebeck Wealth Management, LLC | 3,622 | $291.1K | 0.03% | +870+31.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 3,612 | $290.3K | 0.01% | 00.0% | Unchanged |
| Orographic Financial Advisors, LLC | 3,090 | $290.0K | 0.19% | −150−4.6% | Reduced |
| Syon Capital LLC | 3,593 | $288.8K | 0.01% | +3,593 | New |
| Rossmore Private Capital | 3,519 | $282.9K | 0.02% | −1,685−32.4% | Reduced |
| Regions Financial Corp | 3,518 | $282.8K | 0.00% | +111+3.3% | Added |
| Kestra Private Wealth Services, LLC | 3,492 | $280.7K | 0.00% | −167−4.6% | Reduced |
| Magnetar Financial LLC | 3,431 | $275.8K | 0.00% | +235+7.4% | Added |
| Intrust Bank NA | 3,423 | $275.1K | 0.02% | +3,423 | New |
| Limestone Investment Advisors LP | 3,400 | $273.3K | 0.14% | +3,400 | New |
| Ritholtz Wealth Management | 3,353 | $269.5K | 0.00% | +3,353 | New |
| Allworth Financial LP | 3,349 | $269.2K | 0.00% | +46+1.4% | Added |
| Bridgewater Advisors Inc. | 3,032 | $268.4K | 0.01% | +321+11.8% | Added |
| Bessemer Group Inc | 3,335 | $268.0K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,317 | $266.7K | 0.01% | +231+7.5% | Added |
| Apollon Wealth Management, LLC | 3,312 | $266.2K | 0.00% | −483−12.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 3,245 | $261.0K | 0.18% | −25−0.8% | Reduced |
| Lido Advisors, LLC | 3,225 | $259.2K | 0.00% | +233+7.8% | Added |
| Trust Point Inc. | 3,214 | $258.3K | 0.02% | +328+11.4% | Added |
| Arlington Partners LLC | 3,205 | $257.6K | 0.47% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,188 | $256.3K | 0.00% | +414+14.9% | Added |
| Jain Global LLC | 3,185 | $256.0K | 0.00% | +3,185 | New |
| R Squared Ltd | 3,164 | $254.3K | 0.13% | −951−23.1% | Reduced |
| Callahan Advisors, LLC | 3,134 | $251.9K | 0.02% | −21−0.7% | Reduced |
| Versant Capital Management, Inc | 3,097 | $248.9K | 0.02% | +2,292+284.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,052 | $245.3K | 0.03% | +3,052 | New |
| Citizens National Bank Trust Department | 3,035 | $244.0K | 0.04% | −2,300−43.1% | Reduced |
| Colonial Trust Advisors | 2,980 | $239.5K | 0.02% | −824−21.7% | Reduced |
| Fielder Capital Group LLC | 2,942 | $236.5K | 0.05% | +2,942 | New |
| DMG Group, LLC | 2,906 | $233.6K | 0.16% | −533−15.5% | Reduced |
| UBS Asset Management Americas Inc | 2,903 | $233.3K | 0.00% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,902 | $233.3K | 0.03% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,895 | $232.7K | 0.00% | −400−12.1% | Reduced |
| Ridgewood Investments LLC | 2,886 | $232.0K | 0.09% | −586−16.9% | Reduced |
| Dynamic Advisor Solutions LLC | 2,862 | $230.0K | 0.01% | +2,862 | New |
| Carson Advisory Inc. | 2,846 | $228.8K | 0.11% | +2,846 | New |
| Occidental Asset Management, LLC | 2,832 | $227.6K | 0.02% | −418−12.9% | Reduced |
| Axxcess Wealth Management, LLC | 2,813 | $226.1K | 0.00% | +2,813 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,807 | $225.6K | 0.02% | −897−24.2% | Reduced |
| BFSG, LLC | 2,804 | $225.4K | 0.02% | +136+5.1% | Added |
| Diversify Advisory Services, LLC | 2,646 | $225.4K | 0.00% | +2,646 | New |
| Diversify Wealth Management, LLC | 2,646 | $225.4K | 0.00% | +2,646 | New |
| Bryn Mawr Trust Co | 2,767 | $222.4K | 0.00% | 00.0% | Unchanged |
| Indivisible Partners | 2,758 | $221.7K | 0.01% | +2,758 | New |
| Schrum Private Wealth Management LLC | 1,746 | $220.1K | 0.23% | +1,746 | New |
| Sowell Financial Services LLC | 2,734 | $219.7K | 0.01% | +2,734 | New |
| State Street Corp | 2,730 | $219.4K | 0.00% | −5,163−65.4% | Reduced |
| Arkadios Wealth Advisors | 2,706 | $217.5K | 0.00% | +2,706 | New |
| Mosaic Family Wealth Partners, LLC | 2,699 | $216.9K | 0.01% | −526−16.3% | Reduced |
| Marino, Stram & Associates LLC | 2,684 | $215.7K | 0.03% | −15−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 2,677 | $215.2K | 0.02% | −5,666−67.9% | Reduced |
| Core Alternative Capital | 2,656 | $213.5K | 0.06% | −375−12.4% | Reduced |
| Tranquilli Financial Advisor LLC | 2,643 | $212.4K | 0.11% | +2,643 | New |
| Massachusetts Financial Services Co | 1,927 | $212.3K | 0.00% | −295,210−99.4% | Reduced |
| Sapient Capital LLC | 2,640 | $212.2K | 0.00% | +2,640 | New |
| Optimist Retirement Group LLC | 2,578 | $207.2K | 0.08% | +2,578 | New |
| Zuckerman Investment Group, LLC | 2,555 | $205.4K | 0.02% | +2,555 | New |
| Venture Visionary Partners LLC | 2,544 | $204.5K | 0.01% | −157−5.8% | Reduced |
| Fifth Third Bancorp | 2,527 | $203.1K | 0.00% | −687−21.4% | Reduced |
| May Hill Capital, LLC | 2,513 | $202.0K | 0.04% | +2,513 | New |
| TownSquare Capital, LLC | 2,509 | $201.7K | 0.04% | +2,509 | New |
| Simplicity Wealth,LLC | 2,493 | $200.4K | 0.01% | +2,493 | New |
| Transamerica Financial Advisors, Inc. | 2,359 | $189.7K | 0.02% | −496−17.4% | Reduced |
| Private Wealth Asset Management, LLC | 2,339 | $188.0K | 0.02% | −64−2.7% | Reduced |
| Atlantic Union Bankshares Corp | 2,312 | $185.8K | 0.00% | −885−27.7% | Reduced |
| Vision Financial Markets LLC | 2,271 | $179.4K | 0.16% | 00.0% | Unchanged |
| Private Trust Co NA | 2,221 | $178.5K | 0.01% | −417−15.8% | Reduced |
| Geneos Wealth Management Inc. | 2,057 | $165.4K | 0.00% | −118−5.4% | Reduced |
| Aberdeen Wealth Management LLC | 1,900 | $152.7K | 0.07% | −2,320−55.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,884 | $151.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,874 | $150.6K | 0.05% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,700 | $136.0K | 0.00% | −6,100−78.2% | Reduced |
| Creative Financial Designs Inc | 1,649 | $132.6K | 0.01% | +245+17.5% | Added |
| Bruce G. Allen Investments, LLC | 1,628 | $130.9K | 0.08% | −892−35.4% | Reduced |
| Cromwell Holdings LLC | 1,592 | $128.0K | 0.06% | −12−0.7% | Reduced |
| TD Private Client Wealth LLC | 1,550 | $124.6K | 0.00% | −88−5.4% | Reduced |
| Anchor Investment Management, LLC | 1,494 | $120.1K | 0.01% | −200−11.8% | Reduced |
| Capital Analysts, LLC | 1,478 | $119.0K | 0.00% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 1,461 | $117.4K | 0.01% | +37+2.6% | Added |
| Adkins Seale Capital Management LLC | 1,444 | $116.1K | 0.10% | 00.0% | Unchanged |
| First Horizon Corp | 1,433 | $115.2K | 0.00% | −2,054−58.9% | Reduced |
| LRI Investments, LLC | 1,401 | $112.6K | 0.01% | −1,981−58.6% | Reduced |
| Guardian Partners Inc. | 1,400 | $112.5K | 0.01% | +1,400 | New |
| Crewe Advisors LLC | 1,270 | $102.1K | 0.01% | 00.0% | Unchanged |