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 |
|---|---|---|---|---|---|
| Rockbridge Investment Management, LCC | 615 | $118.0K | 0.02% | −1−0.2% | Reduced |
| Timber Creek Capital Management LLC | 600 | $115.0K | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 592 | $113.0K | 0.02% | −600−50.3% | Reduced |
| S.A. Mason LLC | 575 | $110.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 570 | $109.0K | 0.05% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 564 | $108.0K | 0.10% | −18−3.1% | Reduced |
| Evoke Wealth, LLC | 558 | $107.0K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 560 | $107.0K | 0.05% | +560 | New |
| CoreFirst Bank & Trust | 528 | $101.0K | 0.07% | 00.0% | Unchanged |
| City Holding Co | 518 | $99.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 508 | $97.0K | 0.03% | −171−25.2% | Reduced |
| Charter Oak Capital Management, LLC | 508 | $97.0K | 0.01% | +2+0.4% | Added |
| JCIC Asset Management Inc. | 400 | $95.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 487 | $93.0K | 0.00% | −2,822−85.3% | Reduced |
| Focused Wealth Management, Inc | 486 | $93.0K | 0.02% | +4+0.8% | Added |
| Tortoise Investment Management, LLC | 479 | $92.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 479 | $92.0K | 0.11% | +410+594.2% | Added |
| MD Financial Management Inc. | 383 | $91.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 447 | $87.0K | 0.04% | −12−2.6% | Reduced |
| Lee Financial Co | 450 | $86.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 434 | $83.0K | 0.00% | +14+3.3% | Added |
| Carolinas Wealth Consulting LLC | 422 | $81.0K | 0.02% | +95+29.1% | Added |
| West Paces Advisors Inc. | 415 | $79.6K | 0.03% | −235−36.2% | Reduced |
| BerganKDV Wealth Management, LLC | 413 | $79.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 405 | $78.0K | 0.01% | −16−3.8% | Reduced |
| Firestone Capital Management | 400 | $77.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $77.0K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 390 | $75.0K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 376 | $72.0K | 0.05% | +1+0.3% | Added |
| McIlrath & Eck, LLC | 369 | $71.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 359 | $69.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 356 | $68.0K | 0.00% | −2,247−86.3% | Reduced |
| Global Retirement Partners, LLC | 353 | $68.0K | 0.01% | +29+9.0% | Added |
| Eagle Bay Advisors LLC | 350 | $68.0K | 0.05% | +350 | New |
| Oakworth Capital, Inc. | 327 | $63.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 319 | $61.0K | 0.04% | +196+159.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 314 | $60.0K | 0.01% | −1−0.3% | Reduced |
| Hudock, Inc. | 310 | $59.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 305 | $59.0K | 0.00% | +6+2.0% | Added |
| Plante Moran Financial Advisors, LLC | 305 | $58.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $58.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 300 | $58.0K | 0.02% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 305 | $58.0K | 0.02% | +305 | New |
| Bellevue Asset Management, LLC | 292 | $56.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 286 | $55.0K | 0.00% | 00.0% | Unchanged |
| Motco | 275 | $53.0K | 0.00% | +107+63.7% | Added |
| Tucker Asset Management LLC | 273 | $52.3K | 0.02% | +35+14.7% | Added |
| Endurance Wealth Management, Inc. | 268 | $51.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 257 | $49.0K | 0.01% | −120−31.8% | Reduced |
| Country Trust Bank | 250 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 248 | $48.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 225 | $43.1K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 225 | $43.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 220 | $42.0K | 0.00% | −900−80.4% | Reduced |
| Albion Financial Group | 221 | $42.0K | 0.00% | +221 | New |
| First PREMIER Bank | 220 | $42.0K | 0.01% | +220 | New |
| Financial Perspectives, Inc | 214 | $41.1K | 0.02% | −34,958−99.4% | Reduced |
| Red Door Wealth Management, LLC | 215 | $41.0K | 0.02% | +215 | New |
| Laurel Wealth Advisors LLC | 210 | $40.0K | 0.01% | +10+5.0% | Added |
| NewSquare Capital LLC | 203 | $39.0K | 0.00% | +203 | New |
| Archer Investment Corp | 200 | $38.3K | 0.02% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 200 | $38.0K | 0.02% | −4,690−95.9% | Reduced |
| Sound Income Strategies, LLC | 200 | $38.0K | 0.01% | −77−27.8% | Reduced |
| Old Second National Bank of Aurora | 200 | $38.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $38.0K | 0.01% | +200 | New |
| Gradient Investments LLC | 195 | $37.0K | 0.00% | +47+31.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 224 | $37.0K | 0.00% | +224 | New |
| McCarthy Asset Management, Inc. | 180 | $35.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 180 | $35.0K | 0.01% | +2+1.1% | Added |
| Providence Capital Advisors, LLC | 170 | $33.0K | 0.01% | −79−31.7% | Reduced |
| Berman Capital Advisors, LLC | 173 | $33.0K | 0.01% | +28+19.3% | Added |
| Raffa Wealth Management, LLC | 158 | $30.3K | 0.01% | −32−16.8% | Reduced |
| Barclays PLC | 153 | $29.0K | 0.00% | −8,635−98.3% | Reduced |
| Atwood & Palmer Inc | 143 | $27.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 134 | $26.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 135 | $25.9K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 129 | $25.0K | 0.02% | +1+0.8% | Added |
| Freedman Financial Associates, Inc. | 124 | $24.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 118 | $23.0K | 0.01% | −200−62.9% | Reduced |
| Pacific Center for Financial Services | 113 | $22.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 115 | $22.0K | 0.01% | +1+0.9% | Added |
| Twin Lakes Capital Management, LLC | 117 | $22.0K | 0.01% | +1+0.9% | Added |
| Gleason Group, Inc. | 113 | $22.0K | 0.01% | +1+0.9% | Added |
| Hoese & Co LLP | 114 | $22.0K | 0.02% | +114 | New |
| MCF Advisors LLC | 108 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 111 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 109 | $21.0K | 0.02% | +9+9.0% | Added |
| Parisi Gray Wealth Management | 110 | $21.0K | 0.01% | +110 | New |
| West Oak Capital, LLC | 102 | $20.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 103 | $20.0K | 0.00% | +23+28.7% | Added |
| AlphaMark Advisors, LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 90 | $17.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 91 | $17.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $17.0K | 0.00% | +43+95.6% | Added |
| Clean Yield Group | 87 | $17.0K | 0.01% | +87 | New |
| Castleview Partners, LLC | 88 | $17.0K | 0.01% | +88 | New |
| Howe & Rusling Inc | 77 | $15.0K | 0.00% | −50−39.4% | Reduced |