Skip to main content

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
Occidental Asset Management, LLC5,447$894.0K0.27%––
Deutsche Bank AG5,428$891.0K0.00%––
Bradley Foster & Sargent Inc5,319$873.0K0.02%––
Coastal Investment Advisors, Inc.5,308$872.0K0.23%––
Frontier Wealth Management LLC5,232$859.0K0.07%––
Tiedemann Advisors, LLC5,176$857.0K0.04%––
Asset Management One Co.,Ltd.5,204$854.0K0.00%––
Voya Financial Advisors, Inc.5,144$854.0K0.03%––
Cullen/Frost Bankers, Inc.5,187$852.0K0.02%––
ICICI Prudential Asset Management Co Ltd5,130$852.0K0.44%––
CWS Financial Advisors, LLC5,189$852.0K0.37%––
Harbour Capital Advisors, LLC5,143$845.0K0.25%––
GWM Advisors LLC5,137$844.0K0.03%––
Regent Investment Management LLC5,116$840.0K0.21%––
First Horizon Corp4,979$817.0K0.08%––
Canandaigua National Corp4,916$807.0K0.14%––
San Francisco Sentry Investment Group (Ca)4,890$803.0K0.34%––
Johnson Investment Counsel Inc4,841$802.0K0.01%––
Wealth Alliance4,877$801.0K0.22%––
Park Avenue Securities LLC4,868$799.0K0.02%––
Profund Advisors LLC4,856$797.0K0.03%––
Salvus Wealth Management, LLC4,525$792.0K0.74%––
Financial Architects, Inc4,813$790.0K0.12%––
Welch Group, LLC4,757$781.0K0.06%––
Burgundy Asset Management Ltd.4,736$778.0K0.01%––
Signaturefd, LLC4,701$772.0K0.03%––
Bel Air Investment Advisors LLC4,683$769.0K0.02%––
Old Dominion Capital Management Inc4,673$767.0K0.18%––
Wunderlich Capital Managemnt4,597$755.0K0.41%––
Grimes & Company, Inc.4,574$752.0K0.04%––
Mutual Advisors, LLC4,571$751.0K0.05%––
Covington Capital Management4,475$735.0K0.03%––
Huntington National Bank4,469$734.0K0.01%––
Benjamin F. Edwards & Company, Inc.4,466$733.0K0.04%––
Avantax Advisory Services, Inc.4,435$732.0K0.02%––
Lawson Kroeker Investment Management Inc4,435$728.0K0.25%––
Pacer Advisors, Inc.4,425$727.0K0.01%––
Norman Fields, Gottscho Capital Management, LLC4,400$723.0K0.31%––
Banco de Sabadell, S.A4,404$720.0K0.07%––
Wedbush Securities Inc4,328$711.0K0.04%––
Sigma Planning Corp4,303$707.0K0.02%––
Allianz Asset Management GmbH4,300$706.0K0.00%––
Cypress Capital Group4,280$703.0K0.10%––
Fiduciary Group LLC3,905$700.0K0.09%––
Glenview Trust Co4,251$699.0K0.03%––
Wambolt & Associates, LLC4,131$692.0K0.36%––
First National Trust Co4,200$690.0K0.05%––
Dorsey & Whitney Trust CO LLC4,178$686.0K0.07%––
Summitry LLC4,120$677.0K0.04%––
TownSquare Capital, LLC4,092$672.0K0.03%––
Prudential Financial Inc4,086$671.0K0.00%––
Jacobi Capital Management LLC4,016$660.0K0.10%––
BCGM Wealth Management, LLC3,694$660.0K0.45%––
Thoroughbred Financial Services, LLC3,998$656.0K0.18%––
Flputnam Investment Management Co3,984$654.0K0.03%––
CAPROCK Group, Inc.3,873$643.0K0.07%––
Greenleaf Trust3,864$635.0K0.01%––
Veritable, L.P.3,868$635.0K0.01%––
Seven Eight Capital, LP4,000$635.0K0.15%––
Bridgefront Capital, LLC3,838$630.0K0.20%––
Peapack Gladstone Financial Corp3,817$627.0K0.02%––
Lido Advisors, LLC3,767$624.0K0.02%––
Highlander Capital Management, LLC3,750$616.0K0.32%––
Bangor Savings Bank3,744$614.0K0.07%––
Royal Fund Management, LLC3,742$614.0K0.11%––
Wilbanks Smith & Thomas Asset Management LLC3,732$613.0K0.03%––
Ritholtz Wealth Management3,700$608.0K0.05%––
Affiance Financial, LLC3,703$608.0K0.27%––
Regentatlantic Capital LLC3,674$603.0K0.02%––
Wimmer Associates 1, LLC3,675$603.0K0.33%––
Lake Street Advisors Group, LLC3,670$603.0K0.05%––
Texas Yale Capital Corp.3,665$602.0K0.04%––
Crawford Investment Counsel Inc3,643$598.0K0.01%––
Parallel Advisors, LLC3,615$594.0K0.03%––
9258 Wealth Management, LLC3,611$593.0K0.18%––
Brown Advisory Securities, LLC3,601$591.0K0.10%––
AE Wealth Management LLC3,576$587.0K0.01%––
Capital Bank & Trust Co3,549$583.0K0.01%––
Beacon Pointe Advisors, LLC3,527$577.0K0.04%––
Mitchell & Pahl Private Wealth, LLC3,511$577.0K0.45%––
First Nebraska Trust Co3,497$574.2K0.08%––
Millennium Management LLC3,495$574.0K0.00%––
Silvercrest Asset Management Group LLC3,482$572.0K0.00%––
Atlas Capital Advisors LLC3,465$569.0K0.11%––
Checchi Capital Advisers, LLC3,459$568.0K0.08%––
Segall Bryant & Hamill, LLC3,454$567.0K0.01%––
Janus Henderson Group PLC3,454$567.0K0.00%––
Bard Financial Services, Inc.3,425$562.0K0.05%––
Atlas Private Wealth Management3,414$561.0K0.36%––
XTX Topco Ltd3,371$554.0K0.27%––
Buckingham Strategic Wealth, LLC3,339$548.0K0.03%––
Murphy Pohlad Asset Management LLC3,337$547.0K0.24%––
Baker Tilly Wealth Management, LLC3,316$545.0K0.11%––
Tower Research Capital LLC (TRC)3,309$543.0K0.01%––
Icon Wealth Partners, LLC3,282$539.0K0.07%––
Advisor OS, LLC3,249$533.0K0.12%––
Mitchell Sinkler & Starr3,240$532.0K0.52%––
Dorchester Wealth Management Co3,240$532.0K0.13%––
Allen Investment Management LLC3,236$531.0K0.01%––
Corient Capital Partners, LLC3,226$530.0K0.05%––