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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 2021

Institutional positions in Diageo PLC as of Mar 31, 2021. 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
932
No complete 13F data for Q4 2020
Shares held
60.0M
No complete 13F data for Q4 2020
Total value
$9.73B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 932 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ1 2021: $9.73B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Diageo PLC.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DEO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
MACRO Consulting Group11,439$1.88M1.02%––
Moody National Bank Trust Division11,042$1.81M0.04%––
Red Cedar Capital, LLC10,916$1.79M1.20%––
Sterling Investment Management, Inc.10,795$1.77M1.21%––
LVW Advisors, LLC10,773$1.77M0.34%––
Capital Insight Partners, LLC10,256$1.68M0.41%––
American National Insurance Co10,250$1.68M0.07%––
Perennial Advisors, LLC10,052$1.65M0.52%––
Meridian Wealth Advisors, LLC10,027$1.65M0.55%––
Capstone Triton Financial Group, LLC9,752$1.60M1.06%––
Old Port Advisors9,654$1.58M0.62%––
Griffin Asset Management, Inc.9,478$1.56M0.20%––
Northwest & Ethical Investments L.P.9,351$1.54M0.05%––
Town & Country Bank & Trust CO dba First Bankers Trust CO9,159$1.50M0.63%––
Blueshift Asset Management, LLC9,073$1.49M0.15%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP9,012$1.48M0.02%––
Lantz Financial LLC8,987$1.48M0.84%––
Welch & Forbes LLC8,932$1.47M0.03%––
UBS Asset Management Americas Inc8,828$1.45M0.00%––
We Are One Seven, LLC12,585$1.45M0.25%––
Financial Partners Capital Management LLC8,816$1.45M0.29%––
Barclays PLC8,788$1.44M0.00%––
D.A. Davidson & Co.8,713$1.43M0.02%––
Fragasso Group Inc.8,677$1.43M0.20%––
KCS Wealth Advisory8,488$1.39M0.72%––
Winning Points Advisors, LLC8,457$1.39M1.04%––
Wealth Advisory Solutions, LLC8,457$1.39M1.04%––
Boston Private Wealth LLC8,378$1.38M0.02%––
Mitchell Capital Management Co8,346$1.37M0.33%––
Spire Wealth Management8,325$1.37M0.04%––
Bull Street Advisors, LLC8,315$1.36M0.77%––
State Street Corp8,220$1.36M0.00%––
Raymond James Trust N.A.8,288$1.36M0.05%––
Ingalls & Snyder LLC8,263$1.36M0.06%––
Prospera Financial Services Inc8,035$1.32M0.08%––
Baxter Bros Inc7,975$1.31M0.23%––
Weatherly Asset Management L. P.7,783$1.28M0.18%––
DRW Securities, LLC7,710$1.27M0.44%––
Transcend Wealth Collective, LLC7,648$1.25M0.15%––
M Holdings Securities, Inc.7,588$1.25M0.11%––
Haverford Financial Services, Inc.7,550$1.24M0.32%––
Laird Norton Trust Company, LLC7,710$1.22M0.13%––
Henshaw Capital LLC7,387$1.21M0.08%––
Laurel Wealth Advisors, Inc.7,372$1.21M0.18%––
Carlton Hofferkamp & Jenks Wealth Management, LLC6,691$1.20M0.53%––
Ethic Inc.7,219$1.19M0.21%––
Addison Capital Co7,179$1.18M0.66%––
Sowell Financial Services LLC6,475$1.18M0.04%––
Chevy Chase Trust Holdings, Inc.7,107$1.17M0.00%––
Notis-McConarty Edward7,065$1.16M0.45%––
Advisor Partners LLC7,047$1.16M0.08%––
Cubist Systematic Strategies, LLC6,991$1.15M0.01%––
Proficio Capital Partners LLC6,825$1.12M0.15%––
Crescent Capital Consulting, LLC6,839$1.12M0.25%––
PEAK6 Investments LLC6,819$1.12M0.03%––
Steward Partners Investment Advisory, LLC6,787$1.11M0.02%––
Bluestein R H & Co6,720$1.10M0.05%––
Arden Trust Co6,695$1.10M0.18%––
Aberdeen Wealth Management LLC6,666$1.09M0.87%––
Mercer Global Advisors Inc6,653$1.09M0.01%––
Foyston, Gordon, & Payne Inc6,646$1.09M0.26%––
D.B. Root & Company, LLC6,611$1.08M0.43%––
Integrated Wealth Concepts LLC6,464$1.06M0.04%––
Columbia Asset Management6,454$1.06M0.19%––
Joel Isaacson & Co., LLC6,397$1.05M0.09%––
Probity Advisors, Inc.6,368$1.05M0.23%––
Bokf, NA6,316$1.04M0.02%––
KCM Investment Advisors LLC6,312$1.04M0.05%––
Valeo Financial Advisors, LLC32,244$1.03M0.05%––
FRG Family Wealth Advisors LLC6,235$1.02M0.21%––
Stillwater Investment Management, LLC6,140$1.01M0.29%––
Mid Atlantic Financial Management Inc6,081$999.0K0.07%––
Stratos Wealth Partners, LTD.6,067$996.0K0.03%––
Moody Lynn & Lieberson, LLC6,062$995.0K0.08%––
Sterling Investment Advisors, Ltd.6,056$994.0K0.32%––
Hartford Financial Management Inc.6,000$985.0K0.24%––
Rossmore Private Capital5,989$983.0K0.18%––
National Asset Management, Inc.5,951$978.0K0.03%––
Roundview Capital LLC5,949$977.0K0.12%––
Abbot Financial Management, Inc.5,875$965.0K0.44%––
Beacon Financial Group6,025$962.0K0.15%––
Eudaimonia Partners, LLC5,828$957.0K0.20%––
ProVise Management Group, LLC5,808$954.0K0.10%––
Level Four Advisory Services, LLC5,744$943.0K0.07%––
Caldwell Trust Co5,736$941.9K0.13%––
JBJ Investment Partners, LLC5,720$939.0K0.21%––
Parsons Capital Management Inc5,700$936.0K0.08%––
Avestar Capital, LLC5,193$935.0K0.21%––
Nachman Norwood & Parrott, Inc5,665$930.0K0.10%––
MUFG Americas Holdings Corp5,650$928.0K0.02%––
Stableford Capital II LLC5,620$923.0K0.47%––
Bank of Nova Scotia Trust Co5,608$921.0K0.09%––
Pekin Hardy Strauss, Inc.5,593$918.0K0.14%––
Accretive Wealth Partners, LLC5,567$914.0K0.82%––
Comerica Securities,inc.5,469$906.0K0.07%––
McKinley Capital Management LLC /Delaware5,495$903.0K0.07%––
Regions Financial Corp5,494$902.0K0.01%––
Keystone Financial Group5,480$900.0K0.18%––
Heritage Wealth Advisors5,479$899.7K0.05%––
Cresset Asset Management, LLC5,404$896.0K0.01%––