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.
| 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 2021
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Everett Harris & Co | 1,551 | $297.0K | 0.00% | +35+2.3% | Added |
| Norway Savings Bank | 1,553 | $297.0K | 0.14% | +60+4.0% | Added |
| Lyell Wealth Management, LP | 1,548 | $297.0K | 0.04% | +137+9.7% | Added |
| Pegasus Partners Ltd. | 1,559 | $299.0K | 0.06% | −1,339−46.2% | Reduced |
| Cerity Partners LLC | 1,564 | $300.0K | 0.01% | +335+27.3% | Added |
| Cozad Asset Management Inc | 1,569 | $301.0K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 1,567 | $301.0K | 0.09% | +18+1.2% | Added |
| Baskin Financial Services Inc. | 1,580 | $303.0K | 0.03% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,590 | $305.0K | 0.18% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,615 | $309.0K | 0.04% | +115+7.7% | Added |
| J.W. Cole Advisors, Inc. | 1,611 | $309.0K | 0.02% | +1,611 | New |
| Allen Investment Management LLC | 1,615 | $310.0K | 0.00% | −1,621−50.1% | Reduced |
| FineMark National Bank & Trust | 1,618 | $310.0K | 0.01% | +17+1.1% | Added |
| Howland Capital Management LLC | 1,621 | $311.0K | 0.02% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,621 | $311.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,625 | $311.0K | 0.16% | +368+29.3% | Added |
| Wade G W & Inc | 1,629 | $312.0K | 0.01% | −32−1.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,629 | $312.0K | 0.08% | +37+2.3% | Added |
| Clare Market Investments LLC | 1,634 | $313.1K | 0.10% | +1,634 | New |
| Resources Management Corp | 1,636 | $314.0K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,642 | $315.0K | 0.02% | −44−2.6% | Reduced |
| Capital Investment Advisory Services, LLC | 1,642 | $315.0K | 0.04% | −4−0.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,651 | $316.0K | 0.11% | 00.0% | Unchanged |
| Quilter Plc | 1,647 | $316.0K | 0.01% | +32+2.0% | Added |
| IHT Wealth Management, LLC | 1,655 | $317.0K | 0.02% | −10−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 1,654 | $317.0K | 0.01% | +144+9.5% | Added |
| Banque Pictet & Cie SA | 6,677 | $319.0K | 0.00% | +159+2.4% | Added |
| Pictet North America Advisors SA | 6,677 | $319.0K | 0.03% | +159+2.4% | Added |
| American Portfolios Advisors | 1,669 | $319.9K | 0.01% | −237−12.4% | Reduced |
| Homrich & Berg | 1,670 | $320.0K | 0.01% | +31+1.9% | Added |
| Lincoln National Corp | 1,670 | $320.0K | 0.01% | +77+4.8% | Added |
| Knuff & Co LLC | 1,669 | $320.0K | 0.12% | +150+9.9% | Added |
| YorkBridge Wealth Partners, LLC | 1,672 | $321.0K | 0.08% | −663−28.4% | Reduced |
| Marino, Stram & Associates LLC | 1,672 | $321.0K | 0.08% | +1,672 | New |
| Sage Rhino Capital LLC | 1,686 | $323.0K | 0.10% | +89+5.6% | Added |
| Stock Yards Bank & Trust Co | 1,700 | $325.0K | 0.02% | +126+8.0% | Added |
| Chicago Partners Investment Group LLC | 1,705 | $326.0K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,703 | $326.0K | 0.04% | +12+0.7% | Added |
| Vista Wealth Management Group, LLC | 1,703 | $326.0K | 0.08% | +1,703 | New |
| Western Wealth Management, LLC | 1,698 | $328.0K | 0.03% | +66+4.0% | Added |
| Round Table Services, LLC | 1,710 | $328.0K | 0.07% | +1,710 | New |
| Independent Advisor Alliance | 1,718 | $329.0K | 0.02% | +186+12.1% | Added |
| BSW Wealth Partners | 1,716 | $329.0K | 0.09% | +193+12.7% | Added |
| CWM, LLC | 1,722 | $330.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,733 | $332.0K | 0.01% | +114+7.0% | Added |
| Doyle Wealth Management | 1,738 | $333.0K | 0.03% | +8+0.5% | Added |
| Paragon Capital Management Ltd | 1,750 | $335.0K | 0.16% | 00.0% | Unchanged |
| Northeast Investment Management | 1,755 | $336.0K | 0.02% | +78+4.7% | Added |
| Aaron Wealth Advisors | 1,769 | $339.0K | 0.11% | +39+2.3% | Added |
| SkyView Investment Advisors, LLC | 2,076 | $341.0K | 0.16% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,802 | $345.0K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,802 | $346.0K | 0.02% | −99−5.2% | Reduced |
| Aptus Capital Advisors, LLC | 1,817 | $348.0K | 0.02% | +167+10.1% | Added |
| Taurus Asset Management, LLC | 1,823 | $349.0K | 0.04% | −300−14.1% | Reduced |
| Wrapmanager Inc | 1,826 | $350.0K | 0.09% | +228+14.3% | Added |
| Hills Bank & Trust Co | 1,839 | $352.0K | 0.05% | +54+3.0% | Added |
| qPULA Trading Management LP | 1,850 | $355.0K | 0.64% | +350+23.3% | Added |
| Carroll Financial Associates, Inc. | 1,861 | $356.0K | 0.02% | +66+3.7% | Added |
| Legacy Bridge, LLC | 1,862 | $357.0K | 0.20% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,864 | $357.0K | 0.00% | +1,864 | New |
| Quad-Cities Investment Group, LLC | 1,868 | $358.0K | 0.24% | +46+2.5% | Added |
| Veriti Management LLC | 1,880 | $360.0K | 0.05% | +1,880 | New |
| Pinnacle Financial Partners Inc | 1,888 | $362.0K | 0.01% | −98−4.9% | Reduced |
| Aureus Asset Management, LLC | 1,890 | $362.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 1,888 | $362.0K | 0.01% | +1,888 | New |
| Aries Wealth Management | 1,894 | $363.0K | 0.16% | +80+4.4% | Added |
| One Wealth Advisors, LLC | 1,898 | $364.0K | 0.12% | +53+2.9% | Added |
| Buckingham Strategic Wealth, LLC | 1,912 | $367.0K | 0.01% | −1,427−42.7% | Reduced |
| KB Financial Partners, LLC | 1,941 | $372.0K | 0.14% | +294+17.9% | Added |
| Mark Stevens | 1,957 | $375.0K | 0.04% | +328+20.1% | Added |
| LCNB Corp | 1,959 | $376.0K | 0.19% | −80−3.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,967 | $377.0K | 0.01% | +16+0.8% | Added |
| Headinvest, LLC | 1,997 | $382.0K | 0.07% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 2,005 | $384.0K | 0.14% | +340+20.4% | Added |
| Grove Bank & Trust | 2,006 | $385.0K | 0.08% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 2,018 | $387.0K | 0.00% | −566−21.9% | Reduced |
| Proequities, Inc. | 2,018 | $387.0K | 0.02% | −184−8.4% | Reduced |
| Gladstone Institutional Advisory LLC | 2,027 | $389.0K | 0.05% | +2,027 | New |
| Principal Street Partners, LLC | 2,038 | $391.0K | 0.10% | +110+5.7% | Added |
| Cubist Systematic Strategies, LLC | 2,060 | $395.0K | 0.00% | −4,931−70.5% | Reduced |
| Fusion Capital, LLC | 2,058 | $395.0K | 0.24% | +18+0.9% | Added |
| Earnest Partners LLC | 2,069 | $397.0K | 0.00% | −197−8.7% | Reduced |
| Sather Financial Group Inc | 2,074 | $398.0K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,080 | $399.0K | 0.02% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,085 | $400.0K | 0.19% | −7−0.3% | Reduced |
| Legacy Capital Partners, Inc. | 2,085 | $400.0K | 0.14% | 00.0% | Unchanged |
| Private Trust Co NA | 2,093 | $401.0K | 0.06% | +138+7.1% | Added |
| Venturi Wealth Management, LLC | 2,101 | $403.0K | 0.04% | −1,020−32.7% | Reduced |
| Concentric Wealth Management, LLC | 2,100 | $403.0K | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,115 | $405.0K | 0.02% | −57−2.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,101 | $405.0K | 0.12% | +14+0.7% | Added |
| BBVA USA | 2,116 | $405.0K | 0.02% | +2,116 | New |
| Zuckerman Investment Group, LLC | 2,125 | $407.0K | 0.06% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,124 | $407.0K | 0.07% | +51+2.5% | Added |
| West Family Investments, Inc. | 2,122 | $407.0K | 0.11% | +2,122 | New |
| Cary Street Partner Investment Advisory LLC | 2,126 | $408.0K | 0.13% | +1,523+252.6% | Added |
| Gofen & Glossberg LLC | 2,150 | $412.0K | 0.01% | +672+45.5% | Added |
| Focus Financial Network, Inc. | 2,188 | $419.5K | 0.06% | +28+1.3% | Added |
| Shelton Capital Management | 2,190 | $420.0K | 0.02% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,191 | $420.0K | 0.10% | +43+2.0% | Added |