Skip to main content
Livermore
Livermore
ZHEN

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 2021

Institutional positions in Diageo PLC as of Jun 30, 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
955
+34 vs. Q1 2021
Shares held
57.7M
−2.15M (−3.6%) vs. Q1 2021
Total value
$11.0B
+$1.32B (+13.6%) vs. Q1 2021
New holders
88
301 more added
Sold out
54
358 more reduced

11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 955 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 heldQ2 2021: $11.0B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2021.

Institutions holding DEO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bogart Wealth, LLC2$00.00%00.0%Unchanged
Savior LLC4$1.00K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.7$1.34K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.12$2.00K0.00%−6−33.3%Reduced
Asset Dedication, LLC13$2.00K0.00%00.0%Unchanged
TD Capital Management LLC10$2.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC13$2.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC13$2.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC13$2.00K0.00%00.0%Unchanged
Van Eck Associates Corp8$2.00K0.00%00.0%Unchanged
Elmwood Wealth Management, Inc.9$2.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC8$2.00K0.00%00.0%Unchanged
Key Financial Inc16$3.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors15$3.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.20$3.00K0.00%+20New
Lenox Wealth Advisors, LLC19$4.00K0.00%−89−82.4%Reduced
Gemmer Asset Management LLC23$4.00K0.00%00.0%Unchanged
Ellis Investment Partners, LLC23$4.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC22$4.00K0.00%00.0%Unchanged
Federated Hermes, Inc.20$4.00K0.00%00.0%Unchanged
Eukles Asset Management20$4.00K0.00%00.0%Unchanged
Strategic Blueprint, LLC21$4.00K0.00%+21New
Valley National Advisers Inc25$5.00K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.28$5.00K0.00%+1+3.7%Added
Bourgeon Capital Management LLC25$5.00K0.00%00.0%Unchanged
Cordasco Financial Network25$5.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC28$5.00K0.00%00.0%Unchanged
Personal Wealth Partners24$5.00K0.00%+24New
Capital Advisory Group Advisory Services, LLC31$6.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC35$7.00K0.00%00.0%Unchanged
Arcadia Investment Management Corp39$7.00K0.00%+39New
Farmers & Merchants Investments Inc35$7.00K0.00%+35New
Tradition Wealth Management, LLC37$7.00K0.00%+37New
Halpern Financial, Inc.39$7.48K0.00%00.0%Unchanged
Hanson & Doremus Investment Management59$8.00K0.00%−24−28.9%Reduced
Wolff Wiese Magana LLC43$8.00K0.01%00.0%Unchanged
HC Financial Advisors Inc45$9.00K0.01%−34−43.0%Reduced
CVA Family Office, LLC47$9.00K0.00%00.0%Unchanged
Manchester Capital Management LLC45$9.00K0.00%+45New
JNBA Financial Advisors52$10.0K0.00%00.0%Unchanged
Ninety One UK Ltd51$10.0K0.00%00.0%Unchanged
JJJ Advisors Inc.51$10.0K0.00%00.0%Unchanged
Disciplined Investments, LLC50$10.0K0.01%00.0%Unchanged
Macquarie Group Ltd56$11.0K0.00%00.0%Unchanged
Global Trust Asset Management, LLC58$11.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.55$11.0K0.00%+55New
IAG Wealth Partners, LLC60$12.0K0.00%−23−27.7%Reduced
TCI Wealth Advisors, Inc.62$12.0K0.00%00.0%Unchanged
Capital Analysts, LLC67$13.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC68$13.0K0.00%00.0%Unchanged
Ironwood Financial, llc66$13.0K0.00%+26+65.0%Added
North Star Investment Management Corp.74$14.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC71$14.0K0.00%00.0%Unchanged
Meeder Asset Management Inc75$14.0K0.00%+58+341.2%Added
Cascade Investment Advisors, Inc.75$14.4K0.01%00.0%Unchanged
Howe & Rusling Inc77$15.0K0.00%−50−39.4%Reduced
BDO Wealth Advisors, LLC90$17.0K0.00%00.0%Unchanged
Truvestments Capital LLC91$17.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.88$17.0K0.00%+43+95.6%Added
Clean Yield Group87$17.0K0.01%+87New
Castleview Partners, LLC88$17.0K0.01%+88New
AlphaMark Advisors, LLC100$19.0K0.01%00.0%Unchanged
Simon Quick Advisors, LLC100$19.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.100$19.0K0.01%00.0%Unchanged
Larson Financial Group LLC100$19.0K0.00%00.0%Unchanged
West Oak Capital, LLC102$20.0K0.01%00.0%Unchanged
Delta Asset Management LLC103$20.0K0.00%+23+28.7%Added
MCF Advisors LLC108$21.0K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC111$21.0K0.01%00.0%Unchanged
Pacifica Partners Inc.109$21.0K0.02%+9+9.0%Added
Parisi Gray Wealth Management110$21.0K0.01%+110New
Pacific Center for Financial Services113$22.0K0.01%00.0%Unchanged
Accel Wealth Management115$22.0K0.01%+1+0.9%Added
Twin Lakes Capital Management, LLC117$22.0K0.01%+1+0.9%Added
Gleason Group, Inc.113$22.0K0.01%+1+0.9%Added
Hoese & Co LLP114$22.0K0.02%+114New
Marquette Asset Management, LLC118$23.0K0.01%−200−62.9%Reduced
Freedman Financial Associates, Inc.124$24.0K0.02%00.0%Unchanged
HighMark Wealth Management LLC129$25.0K0.02%+1+0.8%Added
BNP Paribas Arbitrage, SA135$25.9K0.00%00.0%Unchanged
Adirondack Trust Co134$26.0K0.01%00.0%Unchanged
Atwood & Palmer Inc143$27.0K0.00%00.0%Unchanged
Barclays PLC153$29.0K0.00%−8,635−98.3%Reduced
Raffa Wealth Management, LLC158$30.3K0.01%−32−16.8%Reduced
Providence Capital Advisors, LLC170$33.0K0.01%−79−31.7%Reduced
Berman Capital Advisors, LLC173$33.0K0.01%+28+19.3%Added
McCarthy Asset Management, Inc.180$35.0K0.02%00.0%Unchanged
Glassman Wealth Services180$35.0K0.01%+2+1.1%Added
Gradient Investments LLC195$37.0K0.00%+47+31.8%Added
Eubel Brady & Suttman Asset Management Inc224$37.0K0.00%+224New
San Francisco Sentry Investment Group (Ca)200$38.0K0.02%−4,690−95.9%Reduced
Sound Income Strategies, LLC200$38.0K0.01%−77−27.8%Reduced
Old Second National Bank of Aurora200$38.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC200$38.0K0.01%+200New
Archer Investment Corp200$38.3K0.02%00.0%Unchanged
NewSquare Capital LLC203$39.0K0.00%+203New
Laurel Wealth Advisors LLC210$40.0K0.01%+10+5.0%Added
Red Door Wealth Management, LLC215$41.0K0.02%+215New
Financial Perspectives, Inc214$41.1K0.02%−34,958−99.4%Reduced
TD Ameritrade Investment Management, LLC220$42.0K0.00%−900−80.4%Reduced