Diageo PLC

DEO

交易所: NYSE
產業: Beverages
SEC CIK: 0000835403

SEC 申報列表（在新分頁開啟）

近 90 天，Diageo PLC 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 728 家機構在 13F 申報持有，市值合計 $45.4 億；馬克爾集團和Oakmark（Harris Associates）兩位大師持有。

其他股別DGEAF

2024 年第 1 季與 2023 年第 4 季比較

持有 Diageo PLC 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人 2023 年第 4 季全部持有人

DEO 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目	2023 年第 4 季	其中尚未申報 2024 年第 1 季	2024 年第 1 季	變化
持有家數	1,011	11	1,016	+16
股數	5,569 萬	16.1 萬	5,951 萬	+397.8 萬 (+7.2%)
市值	$80.7 億	$2,339 萬	$87.9 億	+$7.48 億 (+9.3%)

11 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（106 家）

2024 年第 1 季季末持有 Diageo PLC、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 106 家。

2024 年第 1 季新進 DEO 的機構
機構	股數	市值	佔組合 %
Orbis Allan Gray Ltd	1,540,996	$2.29 億	1.37%
Morningstar Investment Services LLC	498,117	$7,443 萬	0.82%
Prevatt Capital Ltd	155,000	$2,305 萬	7.81%
Groupama Asset Managment	257,905	$953.1 萬	0.17%
Wedge Capital Management L L P	35,555	$528.8 萬	0.09%
American National Bank & Trust Co	29,795	$443.2 萬	1.05%
D. E. Shaw & Co., Inc.	28,867	$429.4 萬	0.01%
Simplicity Wealth,LLC	25,524	$379.6 萬	0.09%
Susquehanna International Group Ltd.	15,726	$233.9 萬	0.55%
Central Pacific Bank - Trust Division	13,700	$202.5 萬	0.25%
WCG Wealth Advisors LLC	12,475	$185.6 萬	0.16%
Panagora Asset Management Inc	10,796	$160.6 萬	0.01%
Councilmark Asset Management, LLC	10,037	$149.3 萬	1.08%
Arlington Partners LLC	9,794	$145.7 萬	0.74%
Voya Financial Advisors, Inc.	9,224	$137.8 萬	0.16%
Twin Tree Management, LP	8,939	$133.0 萬	0.03%
Coppell Advisory Solutions Corp.	8,900	$132.4 萬	0.25%
World Equity Group, Inc.	7,861	$116.9 萬	0.24%
Prescott Group Capital Management, L.L.C.	7,500	$111.6 萬	0.18%
Unique Wealth Strategies, LLC	6,837	$101.7 萬	0.50%
Knoll Capital Management, LLC	6,750	$100.3 萬	0.62%
Copperleaf Capital, LLC	6,373	$94.8 萬	0.82%
Cantor Fitzgerald, L. P.	6,148	$91.4 萬	0.22%
Syon Capital LLC	5,775	$85.9 萬	0.08%
Wolverine Trading, LLC	5,603	$83.3 萬	0.01%
Foundations Investment Advisors, LLC	5,602	$83.3 萬	0.02%
Twin City Private Wealth, LLC	5,328	$80.1 萬	0.79%
Y-Intercept (Hong Kong) Ltd	5,212	$77.5 萬	0.06%
Patriot Financial Group Insurance Agency, LLC	4,943	$73.5 萬	0.12%
Investment House LLC	4,783	$71.1 萬	0.04%
Buttonwood Financial Advisors Inc.	4,588	$68.2 萬	0.32%
First Hawaiian Bank	4,198	$62.4 萬	0.02%
Headlands Technologies LLC	4,060	$60.4 萬	0.15%
IHT Wealth Management, LLC	4,030	$59.9 萬	0.02%
Chilton Investment Co LLC	3,833	$57.0 萬	0.02%
Wilkins Investment Counsel Inc	3,710	$55.2 萬	0.08%
Diversify Advisory Services, LLC	3,677	$54.4 萬	0.03%
H&H Retirement Design & Management INC	3,717	$52.8 萬	0.35%
Altfest L J & Co Inc	3,266	$48.6 萬	0.07%
Buckingham Strategic Partners	3,072	$45.7 萬	0.01%
Aaron Wealth Advisors	3,064	$45.6 萬	0.07%
Adalta Capital Management LLC	2,925	$44.0 萬	0.24%
Steward Partners Investment Solutions, LLC	2,943	$43.8 萬	0.07%
Grey Street Capital, LLC	2,625	$39.5 萬	0.05%
Stonehage Fleming Financial Services Holdings Ltd	2,300	$39.1 萬	0.02%
Bank of Hawaii	2,562	$38.1 萬	0.02%
Zuckerman Investment Group, LLC	2,555	$38.0 萬	0.04%
Epacria Capital Partners, LLC	2,520	$37.5 萬	0.27%
PFG Investments, LLC	2,433	$36.2 萬	0.02%
LRI Investments, LLC	2,431	$36.2 萬	0.09%
Axq Capital, LP	2,400	$35.7 萬	0.09%
Covenant Partners, LLC	2,277	$33.9 萬	0.10%
Regatta Capital Group, LLC	2,115	$31.5 萬	0.07%
Geller Advisors LLC	2,065	$30.7 萬	0.02%
Brookstone Capital Management	2,051	$30.5 萬	0.01%
Empower Advisory Group, LLC	2,035	$30.3 萬	0.00%
Arkadios Wealth Advisors	1,998	$29.7 萬	0.02%
Hartline Investment Corp	1,968	$29.3 萬	0.05%
Hancock Whitney Corp	1,966	$29.2 萬	0.01%
DRW Securities, LLC	1,863	$27.7 萬	0.02%
Vontobel Holding Ltd.	1,767	$26.3 萬	0.00%
Wiley Bros.-Aintree Capital, LLC	1,743	$25.9 萬	0.04%
Beacon Investment Advisory Services, Inc.	1,726	$25.7 萬	0.01%
Credit Suisse AG	1,713	$25.5 萬	0.00%
Cascade Financial Partners, LLC	1,814	$24.9 萬	0.04%
Bryn Mawr Trust Co	1,644	$24.5 萬	0.01%
Point72 Asset Management, L.P.	1,600	$23.8 萬	0.00%
Sanders Morris Harris LLC	1,565	$23.3 萬	0.04%
Brighton Jones LLC	1,434	$21.3 萬	0.01%
Sage Mountain Advisors LLC	1,422	$21.2 萬	0.02%
Tranquilli Financial Advisor LLC	1,419	$21.1 萬	0.14%
Kirtland Hills Capital Management, LLC	1,488	$20.9 萬	0.18%
Personal Cfo Solutions, LLC	1,402	$20.9 萬	0.03%
Excalibur Management Corp	1,401	$20.8 萬	0.09%
Koshinski Asset Management, Inc.	1,396	$20.8 萬	0.02%
Nomura Holdings Inc	1,391	$20.7 萬	0.00%
Park National Corp	1,380	$20.5 萬	0.01%
HRT Financial LP	1,383	$20.5 萬	0.00%
Continuum Advisory, LLC	1,355	$19.4 萬	0.03%
Knuff & Co LLC	1,000	$14.9 萬	0.05%
Walleye Trading LLC	745	$11.1 萬	0.00%
New Covenant Trust Company, N.A.	688	$10.2 萬	0.10%
Fernwood Investment Management, LLC	636	$9.46 萬	0.03%
Walleye Capital LLC	584	$8.69 萬	0.00%
Transcendent Capital Group LLC	513	$7.63 萬	0.04%
Mather Group, LLC.	443	$6.45 萬	0.00%
Standard Family Office LLC	402	$5.98 萬	0.08%
Evermay Wealth Management LLC	312	$4.64 萬	0.01%
WR Wealth Planners, LLC	300	$4.46 萬	0.01%
Front Row Advisors LLC	271	$4.07 萬	0.02%
Concord Wealth Partners	197	$2.93 萬	0.01%
Quent Capital, LLC	89	$1.32 萬	0.00%
Cedar Wealth Management, LLC	66	$9,817	0.00%
Pacific Capital Wealth Advisors, Inc	65	$9,668	0.00%
Hilltop National Bank	61	$9,073	0.00%
Red Tortoise LLC	59	$8,776	0.00%
Register Financial Advisors LLC	50	$7,437	0.00%
Anfield Capital Management, LLC	34	$5,057	0.00%
First Pacific Financial	20	$3,008	0.00%
ORG Partners LLC	20	$2,956	0.01%

清倉機構（90 家）

2023 年第 4 季季末持有 Diageo PLC、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 DEO 的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Voloridge Investment Management, LLC	297,170	$4,329 萬
Renaissance Technologies LLC	103,300	$1,505 萬
Lakewood Capital Management, LP	67,550	$983.9 萬
Capital International Investors	51,317	$746.5 萬
Campbell Capital Management Inc	35,005	$509.9 萬
Miracle Mile Advisors, LLC	30,377	$442.5 萬
Susquehanna International Securities, Ltd.	28,179	$410.5 萬
Foresight Global Investors, Inc.	24,663	$359.2 萬
M. Kulyk & Associates, LLC	21,392	$311.6 萬
Seven Eight Capital, LP	19,203	$279.7 萬
William Blair Investment Management, LLC	18,158	$264.5 萬
Virtu Financial LLC	17,700	$257.8 萬
Two Sigma Investments, LP	16,876	$245.8 萬
Cetera Advisor Networks LLC	14,086	$205.2 萬
Bayesian Capital Management, LP	11,887	$173.1 萬
Engineers Gate Manager LP	8,250	$120.2 萬
Blue Square Asset Management, LLC	7,213	$105.1 萬
Victory Capital Management Inc	7,155	$104.2 萬
SFM, LLC	6,687	$97.4 萬
Janus Henderson Group PLC	6,273	$91.4 萬
UBS Asset Management Americas Inc	5,521	$80.4 萬
True North Advisors, LLC	5,495	$80.0 萬
Campbell & CO Investment Adviser LLC	5,411	$78.8 萬
AlTi Global, Inc.	4,840	$70.5 萬
Simplex Trading, LLC	4,618	$67.2 萬
CWS Financial Advisors, LLC	4,341	$63.2 萬
Sterling Investment Advisors, Ltd.	4,171	$60.8 萬
Cetera Advisors LLC	3,892	$56.7 萬
Two Sigma Securities, LLC	3,538	$51.5 萬
Scissortail Wealth Management, LLC	3,326	$48.1 萬
Atlas Capital Advisors LLC	3,230	$47.0 萬
Woodley Farra Manion Portfolio Management Inc	3,000	$43.7 萬
3Chopt Investment Partners, LLC	2,492	$36.3 萬
Americana Partners, LLC	2,488	$36.2 萬
WealthPLAN Partners, LLC	2,358	$34.3 萬
Brasada Capital Management, LP	2,292	$33.4 萬
Trexquant Investment LP	2,278	$33.2 萬
Arete Wealth Advisors, LLC	2,132	$31.1 萬
Scientech Research LLC	2,078	$30.3 萬
Spinnaker Trust	2,038	$29.7 萬
Tandem Capital Management Corp	1,948	$28.4 萬
Dearborn Partners LLC	1,786	$26.0 萬
Wealthcare Advisory Partners LLC	1,775	$25.9 萬
Meridian Wealth Management, LLC	1,760	$25.6 萬
Old Mission Capital LLC	1,743	$25.4 萬
Baldwin Investment Management, LLC	1,685	$24.5 萬
Legacy Capital Wealth Partners, LLC	1,641	$23.9 萬
Bristlecone Advisors, LLC	1,556	$22.7 萬
Financial & Tax Architects, LLC	1,528	$22.3 萬
SG Americas Securities, LLC	1,487	$21.7 萬
Savant Capital, LLC	1,470	$21.4 萬
Garrison Asset Management, LLC	1,466	$21.4 萬
Philip James Wealth Mangement, LLC	1,462	$21.3 萬
Norway Savings Bank	1,455	$21.2 萬
Northeast Investment Management	1,375	$20.0 萬
Rockbridge Investment Management, LCC	915	$13.3 萬
Clear Street Markets LLC	800	$11.7 萬
Garner Asset Management Corp	705	$10.4 萬
Hollencrest Capital Management	600	$8.74 萬
Tradition Wealth Management, LLC	533	$7.80 萬
Resurgent Financial Advisors LLC	469	$6.83 萬
Lee Financial Co	450	$6.55 萬
Benjamin Edwards Inc	431	$6.30 萬
Ables, Iannone, Moore & Associates, Inc.	350	$5.10 萬
Voisard Asset Management Group, Inc.	320	$4.66 萬
O'Dell Group, LLC	247	$3.60 萬
Thompson Siegel & Walmsley LLC	229	$3.30 萬
Y.D. More Investments Ltd	200	$2.91 萬
Glassman Wealth Services	191	$2.78 萬
Planned Solutions, Inc.	185	$2.69 萬
Focused Wealth Management, Inc	164	$2.39 萬
Newbridge Financial Services Group, Inc.	152	$2.21 萬
Atwood & Palmer Inc	143	$2.08 萬
BKM Wealth Management, LLC	114	$1.66 萬
SJS Investment Consulting Inc.	107	$1.55 萬
Johnson Financial Group, Inc.	94	$1.37 萬
CGC Financial Services, LLC	65	$9,468
Optimum Investment Advisors	61	$8,885
Arlington Trust Co LLC	56	$8,157
Providence Capital Advisors, LLC	52	$7,574
West Paces Advisors Inc.	50	$7,283
EdgeRock Capital LLC	42	$6,262
Ameritas Investment Partners, Inc.	29	$4,260
Halpern Financial, Inc.	27	$3,863
Bourgeon Capital Management LLC	25	$3,642
Laffer Tengler Investments	24	$3,496
Northwest Financial Advisors	24	$3,496
Team Financial Group, LLC	24	$3,487
LM Advisors LLC	14	$2,039
Delta Asset Management LLC	3	$437

尚未申報 2024 年第 1 季的機構（11 家）

2023 年第 4 季季末持有 Diageo PLC、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 DEO、尚未申報 2024 年第 1 季的機構
機構	2023 年第 4 季股數	2023 年第 4 季市值
Bartlett & Co. LLC	110,432	$1,607 萬
Lee Danner & Bass Inc	16,292	$237.3 萬
Coppell Advisory Solutions LLC	6,690	$97.5 萬
Sawtooth Solutions, LLC	5,703	$83.1 萬
Telemus Capital, LLC	4,850	$70.6 萬
LWS Wealth Advisors, Inc.	4,097	$59.7 萬
Moreno Evelyn V	3,880	$56.5 萬
DFPG Investments, LLC	3,467	$49.6 萬
Alan B. Lancz & Associates, Inc.	2,550	$37.1 萬
Golden State Equity Partners	1,815	$26.4 萬
Baystate Wealth Management LLC	988	$14.4 萬