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Livermore
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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
SOA Wealth Advisors, LLC.1,118$215.0K0.06%+2+0.2%Added
Qtron Investments LLC1,112$215.0K0.06%+1,112New
Sage Private Wealth Group, LLC1,123$217.0K0.30%−29−2.5%Reduced
SlateStone Wealth, LLC1,134$219.0K0.05%−46−3.9%Reduced
1st Source Bank1,131$219.0K0.01%00.0%Unchanged
Roberts Glore & Co Inc1,145$221.0K0.07%00.0%Unchanged
Liberty Wealth Management LLC1,143$222.0K0.08%+95+9.1%Added
Pacitti Group Inc.1,148$222.0K0.14%+98+9.3%Added
Quest Capital Management Inc1,162$224.0K0.04%+10+0.9%Added
Raab & Moskowitz Asset Management LLC1,161$224.0K0.08%+27+2.4%Added
Ameritas Investment Company, LLC1,167$225.0K0.01%+272+30.4%Added
Americana Partners, LLC1,170$225.0K0.05%+1,170New
Trustcore Financial Services, LLC1,169$226.0K0.02%00.0%Unchanged
First Midwest Bank Trust Division1,179$227.0K0.03%00.0%Unchanged
Thompson Siegel & Walmsley LLC1,175$227.0K0.00%00.0%Unchanged
PDS Planning, Inc1,176$227.0K0.05%+32+2.8%Added
Arkadios Wealth Advisors1,186$228.0K0.03%+12+1.0%Added
Principle Wealth Partners LLC1,193$230.0K0.03%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC1,200$232.0K0.13%00.0%Unchanged
Fca Corp2,800$233.0K0.07%00.0%Unchanged
Centaurus Financial, Inc.1,209$233.0K0.02%+225+22.9%Added
Claro Advisors LLC1,207$233.0K0.10%+1,207New
Flagship Harbor Advisors, LLC1,226$235.0K0.03%00.0%Unchanged
First Eagle Investment Management, LLC1,224$236.0K0.00%−131−9.7%Reduced
Kore Private Wealth LLC1,224$236.0K0.02%+117+10.6%Added
Excalibur Management Corp1,229$237.0K0.10%00.0%Unchanged
Private Capital Group, LLC1,213$237.0K0.05%+363+42.7%Added
Capital One Financial Corp1,235$238.0K0.03%00.0%Unchanged
Hemenway Trust Co LLC1,235$238.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust1,238$239.0K0.07%00.0%Unchanged
Biltmore Family Office, LLC1,225$239.0K0.06%00.0%Unchanged
Leavell Investment Management, Inc.1,228$240.0K0.02%00.0%Unchanged
Resources Investment Advisors, LLC.1,250$241.0K0.01%−141−10.1%Reduced
Tradewinds Capital Management, LLC1,250$241.0K0.04%00.0%Unchanged
LS Investment Advisors, LLC1,258$243.0K0.03%00.0%Unchanged
Graypoint LLC1,264$244.0K0.03%−33−2.5%Reduced
Bailard, Inc.1,263$244.0K0.01%+121+10.6%Added
M&R Capital Management Inc1,270$245.0K0.06%00.0%Unchanged
Financial Advocates Investment Management1,274$246.0K0.02%−8−0.6%Reduced
Beacon Investment Advisory Services, Inc.1,276$246.0K0.01%00.0%Unchanged
St Germain D J Co Inc1,285$248.0K0.02%−162−11.2%Reduced
Optas, LLC1,290$249.0K0.07%−277−17.7%Reduced
Anchor Investment Management, LLC1,294$249.7K0.03%+75+6.2%Added
Burt Wealth Advisors1,296$250.0K0.08%00.0%Unchanged
Professional Advisory Services Inc1,300$251.0K0.04%00.0%Unchanged
Shufro Rose & Co LLC1,300$251.0K0.02%00.0%Unchanged
Parthenon LLC1,300$251.0K0.04%00.0%Unchanged
BBVA USA1,304$252.0K0.01%−812−38.4%Reduced
Harvey Investment Co LLC1,304$252.0K0.03%00.0%Unchanged
Balentine LLC1,313$253.0K0.01%−189−12.6%Reduced
SeaCrest Wealth Management, LLC1,313$254.0K0.03%−30−2.2%Reduced
Harbor Investment Advisory, LLC1,318$254.0K0.03%00.0%Unchanged
Legacy Wealth Planning, LLC1,315$254.0K0.28%00.0%Unchanged
Centennial Wealth Advisory LLC1,323$255.0K0.15%00.0%Unchanged
Sanders Morris Harris LLC1,325$256.0K0.05%00.0%Unchanged
Pegasus Partners Ltd.1,334$257.0K0.05%−225−14.4%Reduced
Texas Capital Bancshares Inc1,336$258.0K0.18%−4−0.3%Reduced
Modera Wealth Management, LLC1,341$259.0K0.01%+1,341New
Vontobel Holding Ltd.1,349$260.0K0.00%00.0%Unchanged
Dynamic Advisor Solutions LLC1,351$261.0K0.02%+124+10.1%Added
Ashton Thomas Private Wealth, LLC1,367$263.8K0.04%+1,367New
Van Hulzen Asset Management, LLC1,373$265.0K0.04%00.0%Unchanged
SOL Capital Management CO1,380$266.0K0.05%00.0%Unchanged
AMG National Trust Bank1,379$266.0K0.01%+1,379New
Heron Financial Group, LLC1,384$267.0K0.15%00.0%Unchanged
Birch Hill Investment Advisors LLC1,390$268.0K0.01%00.0%Unchanged
Carroll Financial Associates, Inc.1,394$269.0K0.02%−467−25.1%Reduced
Earnest Partners LLC1,412$273.0K0.00%−657−31.8%Reduced
Noesis Capital Mangement Corp1,418$274.0K0.05%−12−0.8%Reduced
Kistler-Tiffany Companies, LLC1,417$274.0K0.06%00.0%Unchanged
Penobscot Investment Management Company, Inc.1,425$275.0K0.04%−100−6.6%Reduced
Walter & Keenan Financial Consulting Co1,432$276.0K0.09%00.0%Unchanged
Webster Bank, N. A.1,436$277.0K0.03%−30−2.0%Reduced
Keel Point, LLC1,433$277.0K0.04%+103+7.7%Added
Aureus Asset Management, LLC1,440$278.0K0.02%−450−23.8%Reduced
Taurus Asset Management, LLC1,443$278.0K0.03%−380−20.8%Reduced
Oder Investment Management, LLC1,441$278.0K0.41%−61−4.1%Reduced
Jeppson Wealth Management, LLC1,450$279.0K0.15%−15−1.0%Reduced
OneAscent Financial Services LLC1,444$279.0K0.37%+1,444New
Lindbrook Capital, LLC1,450$280.0K0.07%+45+3.2%Added
Personal Capital Advisors Corp1,462$282.0K0.00%−5−0.3%Reduced
Linscomb & Williams, Inc.1,476$285.0K0.01%−37−2.4%Reduced
Baldwin Investment Management, LLC1,500$290.0K0.05%−25−1.6%Reduced
Argyle Capital Management Inc.1,500$290.0K0.10%00.0%Unchanged
Tacita Capital Inc1,500$290.0K0.18%00.0%Unchanged
Advisors Capital Management, LLC1,504$290.0K0.01%+247+19.6%Added
Schulhoff & Co Inc1,508$291.0K0.13%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,515$292.0K0.10%00.0%Unchanged
Stratos Wealth Advisors, LLC1,519$293.0K0.03%−2,354−60.8%Reduced
Sunbelt Securities, Inc.1,527$294.0K0.05%00.0%Unchanged
Carret Asset Management, LLC1,536$296.0K0.04%00.0%Unchanged
Tdam USA Inc.1,535$296.0K0.02%+260+20.4%Added
Capital Group Private Client Services, Inc.1,534$296.0K0.00%+1,534New
Hilltop Holdings Inc.1,541$297.0K0.03%−162−9.5%Reduced
Everett Harris & Co1,551$299.0K0.00%00.0%Unchanged
Jeereddi Investments, LP1,551$299.0K0.27%00.0%Unchanged
Total Clarity Wealth Management, Inc.1,550$299.0K0.14%00.0%Unchanged
Clarius Group, LLC1,562$301.0K0.03%+38+2.5%Added
Wade G W & Inc1,571$303.0K0.01%−58−3.6%Reduced
Howland Capital Management LLC1,570$303.0K0.02%−51−3.1%Reduced