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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, Q3 2021

Institutional positions in Diageo PLC as of Sep 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
939
−2 vs. Q2 2021
Shares held
54.2M
−3.34M (−5.8%) vs. Q2 2021
Total value
$10.4B
−$568.7M (−5.2%) vs. Q2 2021
New holders
52
318 more added
Sold out
54
318 more reduced

14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 939 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 heldQ3 2021: $10.4B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2021.

Institutions holding DEO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bogart Wealth, LLC2$00.00%00.0%Unchanged
Cordant, Inc.2$00.00%+2New
Heritage Wealth Management, LLC1$00.00%+1New
Addison Advisors LLC6$1.00K0.00%+6New
Sutton Wealth Advisors Inc.7$1.35K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$2.00K0.00%−200−95.2%Reduced
Van Eck Associates Corp8$2.00K0.00%00.0%Unchanged
TD Capital Management LLC10$2.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC13$2.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.12$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
Cranbrook Wealth Management, LLC13$3.00K0.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC13$3.00K0.00%00.0%Unchanged
Guidance Point Advisors, LLC18$3.00K0.00%+18New
Federated Hermes, Inc.20$4.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC19$4.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC23$4.00K0.00%00.0%Unchanged
Eukles Asset Management20$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
Valley National Advisers Inc25$5.00K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.28$5.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC25$5.00K0.00%00.0%Unchanged
Cordasco Financial Network25$5.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.28$5.00K0.00%+8+40.0%Added
Syverson Strege & Co24$5.00K0.00%+24New
Asset Dedication, LLC28$6.00K0.00%+15+115.4%Added
Tfo-TDC, LLC33$6.00K0.00%+33New
Sugarloaf Wealth Management, LLC35$7.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC37$7.00K0.00%00.0%Unchanged
Halpern Financial, Inc.39$7.53K0.00%00.0%Unchanged
Brewin Dolphin Ltd40$7.72K0.00%−185−82.2%Reduced
Wolff Wiese Magana LLC43$8.00K0.01%00.0%Unchanged
Arcadia Investment Management Corp39$8.00K0.00%00.0%Unchanged
Macquarie Group Ltd48$9.00K0.00%−8−14.3%Reduced
Simplex Trading, LLC50$9.00K0.00%+50New
Ninety One UK Ltd51$10.0K0.00%00.0%Unchanged
JNBA Financial Advisors52$10.0K0.00%00.0%Unchanged
Disciplined Investments, LLC50$10.0K0.00%00.0%Unchanged
Global Trust Asset Management, LLC58$11.0K0.00%00.0%Unchanged
JJJ Advisors Inc.57$11.0K0.00%+6+11.8%Added
Bell Investment Advisors, Inc57$11.0K0.00%+57New
Delta Asset Management LLC60$12.0K0.00%−43−41.7%Reduced
TCI Wealth Advisors, Inc.62$12.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC60$12.0K0.00%00.0%Unchanged
Bellwether Advisors, LLC66$12.0K0.00%+66New
Capital Analysts, LLC67$13.0K0.00%00.0%Unchanged
Ironwood Financial, llc66$13.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC68$13.0K0.00%00.0%Unchanged
CVA Family Office, LLC94$13.0K0.01%+47+100.0%Added
Meeder Asset Management Inc75$14.0K0.00%00.0%Unchanged
North Star Investment Management Corp.74$14.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC71$14.0K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC69$14.0K0.00%+69New
Cascade Investment Advisors, Inc.75$14.5K0.01%00.0%Unchanged
Howe & Rusling Inc78$15.0K0.00%+1+1.3%Added
Hanson & Doremus Investment Management83$16.0K0.00%+24+40.7%Added
D'Orazio & Associates, Inc.83$16.0K0.00%+83New
Clean Yield Group87$17.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.90$17.0K0.00%+2+2.3%Added
Cahill Financial Advisors Inc90$17.0K0.00%+90New
Red Tortoise LLC101$17.0K0.01%+101New
Truvestments Capital LLC91$18.0K0.01%00.0%Unchanged
Accel Wealth Management100$19.0K0.01%−15−13.0%Reduced
AlphaMark 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
Mascoma Wealth Management LLC98$19.0K0.01%+98New
West Oak Capital, LLC102$20.0K0.01%00.0%Unchanged
MCF Advisors LLC108$21.0K0.00%00.0%Unchanged
Pacifica Partners Inc.109$21.0K0.02%00.0%Unchanged
Clearview Wealth Advisors LLC111$21.0K0.01%00.0%Unchanged
Pacific Center for Financial Services113$22.0K0.01%00.0%Unchanged
Gleason Group, Inc.113$22.0K0.01%00.0%Unchanged
Hoese & Co LLP114$22.0K0.02%00.0%Unchanged
BDO Wealth Advisors, LLC115$22.0K0.00%+25+27.8%Added
Vigilant Capital Management, LLC114$22.0K0.00%+114New
Marquette Asset Management, LLC118$23.0K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC117$23.0K0.01%00.0%Unchanged
HighMark Wealth Management LLC125$24.0K0.02%−4−3.1%Reduced
Freedman Financial Associates, Inc.124$24.0K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.122$24.0K0.00%+67+121.8%Added
BNP Paribas Arbitrage, SA135$26.1K0.00%00.0%Unchanged
Adirondack Trust Co134$27.0K0.01%00.0%Unchanged
Simon Quick Advisors, LLC144$27.0K0.01%+44+44.0%Added
Atwood & Palmer Inc143$28.0K0.00%00.0%Unchanged
Gradient Investments LLC171$33.0K0.00%−24−12.3%Reduced
Farmers & Merchants Trust Co of Chambersburg PA183$35.0K0.03%−136−42.6%Reduced
McCarthy Asset Management, Inc.180$35.0K0.03%00.0%Unchanged
Raffa Wealth Management, LLC183$35.3K0.01%+25+15.8%Added
Berman Capital Advisors, LLC188$36.0K0.01%+15+8.7%Added
Archer Investment Corp200$38.6K0.01%00.0%Unchanged
Old Second National Bank of Aurora200$39.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC200$39.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC200$39.0K0.01%00.0%Unchanged
Glassman Wealth Services206$40.0K0.01%+26+14.4%Added
Financial Perspectives, Inc214$41.3K0.02%00.0%Unchanged
West Financial Advisors, LLC225$43.0K0.01%00.0%Unchanged
Albion Financial Group221$43.0K0.00%00.0%Unchanged