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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
Wrapmanager Inc1,826$350.0K0.09%+228+14.3%Added
Taurus Asset Management, LLC1,823$349.0K0.04%−300−14.1%Reduced
Aptus Capital Advisors, LLC1,817$348.0K0.02%+167+10.1%Added
Mission Wealth Management, LP1,802$346.0K0.02%−99−5.2%Reduced
Enterprise Financial Services Corp1,802$345.0K0.06%00.0%Unchanged
SkyView Investment Advisors, LLC2,076$341.0K0.16%00.0%Unchanged
Aaron Wealth Advisors1,769$339.0K0.11%+39+2.3%Added
Northeast Investment Management1,755$336.0K0.02%+78+4.7%Added
Paragon Capital Management Ltd1,750$335.0K0.16%00.0%Unchanged
Doyle Wealth Management1,738$333.0K0.03%+8+0.5%Added
Equitable Holdings, Inc.1,733$332.0K0.01%+114+7.0%Added
CWM, LLC1,722$330.0K0.00%00.0%Unchanged
Independent Advisor Alliance1,718$329.0K0.02%+186+12.1%Added
BSW Wealth Partners1,716$329.0K0.09%+193+12.7%Added
Western Wealth Management, LLC1,698$328.0K0.03%+66+4.0%Added
Round Table Services, LLC1,710$328.0K0.07%+1,710New
Chicago Partners Investment Group LLC1,705$326.0K0.02%00.0%Unchanged
Hilltop Holdings Inc.1,703$326.0K0.04%+12+0.7%Added
Vista Wealth Management Group, LLC1,703$326.0K0.08%+1,703New
Stock Yards Bank & Trust Co1,700$325.0K0.02%+126+8.0%Added
Sage Rhino Capital LLC1,686$323.0K0.10%+89+5.6%Added
YorkBridge Wealth Partners, LLC1,672$321.0K0.08%−663−28.4%Reduced
Marino, Stram & Associates LLC1,672$321.0K0.08%+1,672New
Homrich & Berg1,670$320.0K0.01%+31+1.9%Added
Lincoln National Corp1,670$320.0K0.01%+77+4.8%Added
Knuff & Co LLC1,669$320.0K0.12%+150+9.9%Added
American Portfolios Advisors1,669$319.9K0.01%−237−12.4%Reduced
Banque Pictet & Cie SA6,677$319.0K0.00%+159+2.4%Added
Pictet North America Advisors SA6,677$319.0K0.03%+159+2.4%Added
IHT Wealth Management, LLC1,655$317.0K0.02%−10−0.6%Reduced
Moneta Group Investment Advisors LLC1,654$317.0K0.01%+144+9.5%Added
Newman Dignan & Sheerar, Inc.1,651$316.0K0.11%00.0%Unchanged
Quilter Plc1,647$316.0K0.01%+32+2.0%Added
RSM US Wealth Management LLC1,642$315.0K0.02%−44−2.6%Reduced
Capital Investment Advisory Services, LLC1,642$315.0K0.04%−4−0.2%Reduced
Resources Management Corp1,636$314.0K0.04%00.0%Unchanged
Clare Market Investments LLC1,634$313.1K0.10%+1,634New
Wade G W & Inc1,629$312.0K0.01%−32−1.9%Reduced
Pinnacle Wealth Planning Services, Inc.1,629$312.0K0.08%+37+2.3%Added
Howland Capital Management LLC1,621$311.0K0.02%00.0%Unchanged
Eagle Ridge Investment Management1,621$311.0K0.04%00.0%Unchanged
First National Bank of Hutchinson1,625$311.0K0.16%+368+29.3%Added
Allen Investment Management LLC1,615$310.0K0.00%−1,621−50.1%Reduced
FineMark National Bank & Trust1,618$310.0K0.01%+17+1.1%Added
Robertson Stephens Wealth Management, LLC1,615$309.0K0.04%+115+7.7%Added
J.W. Cole Advisors, Inc.1,611$309.0K0.02%+1,611New
Garrison Asset Management, LLC1,590$305.0K0.18%00.0%Unchanged
Baskin Financial Services Inc.1,580$303.0K0.03%00.0%Unchanged
Cozad Asset Management Inc1,569$301.0K0.05%00.0%Unchanged
Optas, LLC1,567$301.0K0.09%+18+1.2%Added
Cerity Partners LLC1,564$300.0K0.01%+335+27.3%Added
Pegasus Partners Ltd.1,559$299.0K0.06%−1,339−46.2%Reduced
EP Wealth Advisors, LLC1,549$297.0K0.01%−18−1.1%Reduced
Jeereddi Investments, LP1,551$297.0K0.25%00.0%Unchanged
Total Clarity Wealth Management, Inc.1,550$297.0K0.17%00.0%Unchanged
Everett Harris & Co1,551$297.0K0.00%+35+2.3%Added
Norway Savings Bank1,553$297.0K0.14%+60+4.0%Added
Lyell Wealth Management, LP1,548$297.0K0.04%+137+9.7%Added
Capital Bank & Trust Co1,534$294.0K0.00%−2,015−56.8%Reduced
Sunbelt Securities, Inc.1,527$294.0K0.05%+17+1.1%Added
Carret Asset Management, LLC1,536$294.0K0.03%+36+2.4%Added
Summit Financial, LLC1,524$292.1K0.03%+1,524New
Penobscot Investment Management Company, Inc.1,525$292.0K0.04%−550−26.5%Reduced
Baldwin Investment Management, LLC1,525$292.0K0.05%−25−1.6%Reduced
Sonora Investment Management, LLC1,525$292.0K0.04%−22−1.4%Reduced
Clarius Group, LLC1,524$292.0K0.03%+81+5.6%Added
Cardan Capital Partners, LLC1,518$291.0K0.03%−4−0.3%Reduced
Doliver Advisors, LP1,512$290.0K0.10%−994−39.7%Reduced
Linscomb & Williams, Inc.1,513$290.0K0.01%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,515$290.0K0.10%00.0%Unchanged
Marks Group Wealth Management, Inc1,525$290.0K0.04%+215+16.4%Added
Schulhoff & Co Inc1,508$289.0K0.13%00.0%Unchanged
Tacita Capital Inc1,500$288.0K0.17%−200−11.8%Reduced
Oder Investment Management, LLC1,502$288.0K0.38%−44−2.8%Reduced
Balentine LLC1,502$288.0K0.01%−19−1.2%Reduced
Argyle Capital Management Inc.1,500$288.0K0.09%00.0%Unchanged
InTrack Investment Management Inc1,484$284.0K0.22%−307−17.1%Reduced
Webster Bank, N. A.1,466$281.0K0.03%−110−7.0%Reduced
Personal Capital Advisors Corp1,467$281.0K0.00%−70−4.6%Reduced
Jeppson Wealth Management, LLC1,465$280.0K0.15%00.0%Unchanged
St Germain D J Co Inc1,447$277.0K0.02%00.0%Unchanged
Walter & Keenan Financial Consulting Co1,432$275.0K0.09%−1,100−43.4%Reduced
Noesis Capital Mangement Corp1,430$275.0K0.06%00.0%Unchanged
Andesa Financial Management Inc.1,428$273.0K0.08%−97−6.4%Reduced
Y-Intercept (Hong Kong) Ltd1,426$273.0K0.07%+1,426New
Kistler-Tiffany Companies, LLC1,417$272.0K0.06%+2+0.1%Added
Lindbrook Capital, LLC1,405$269.0K0.06%+3+0.2%Added
Resources Investment Advisors, LLC.1,391$267.0K0.01%−8−0.6%Reduced
Birch Hill Investment Advisors LLC1,390$266.0K0.01%00.0%Unchanged
SOL Capital Management CO1,380$265.0K0.05%00.0%Unchanged
Heron Financial Group, LLC1,384$265.0K0.15%+85+6.5%Added
LVM Capital Management Ltd1,375$264.0K0.04%00.0%Unchanged
Millennium Management LLC1,373$263.0K0.00%−2,122−60.7%Reduced
Van Hulzen Asset Management, LLC1,373$263.0K0.04%+1,373New
First Eagle Investment Management, LLC1,355$260.0K0.00%+1,278+1,659.7%Added
Vontobel Holding Ltd.1,349$259.0K0.00%−118,411−98.9%Reduced
Charter Trust Co1,350$259.0K0.02%00.0%Unchanged
SeaCrest Wealth Management, LLC1,343$258.0K0.03%+44+3.4%Added
Texas Capital Bancshares Inc1,340$257.0K0.19%−13−1.0%Reduced
Keel Point, LLC1,330$255.0K0.03%+22+1.7%Added