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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
Cozad Asset Management Inc1,569$303.0K0.05%00.0%Unchanged
Lyell Wealth Management, LP1,548$303.0K0.04%00.0%Unchanged
Baskin Financial Services Inc.1,580$305.0K0.03%00.0%Unchanged
Garrison Asset Management, LLC1,590$307.0K0.19%00.0%Unchanged
FineMark National Bank & Trust1,601$309.0K0.01%−17−1.1%Reduced
Anchor Capital Advisors LLC1,600$309.0K0.01%+1,600New
Equitable Holdings, Inc.1,606$310.0K0.01%−127−7.3%Reduced
Allen Investment Management LLC1,615$312.0K0.00%00.0%Unchanged
Robertson Stephens Wealth Management, LLC1,598$312.0K0.04%−17−1.1%Reduced
J.W. Cole Advisors, Inc.1,620$313.0K0.02%+9+0.6%Added
First National Bank of Hutchinson1,625$314.0K0.18%00.0%Unchanged
Cardan Capital Partners, LLC1,633$315.0K0.04%+115+7.6%Added
Doyle Wealth Management1,638$316.0K0.03%−100−5.8%Reduced
Resources Management Corp1,636$316.0K0.05%00.0%Unchanged
Capital Investment Advisory Services, LLC1,642$317.0K0.04%00.0%Unchanged
Quilter Plc1,647$318.0K0.01%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,646$318.0K0.07%+17+1.0%Added
Newman Dignan & Sheerar, Inc.1,651$319.0K0.11%00.0%Unchanged
Sonora Investment Management, LLC1,655$319.0K0.04%+130+8.5%Added
Knuff & Co LLC1,669$322.0K0.12%00.0%Unchanged
Stock Yards Bank & Trust Co1,680$324.0K0.02%−20−1.2%Reduced
Clare Market Investments LLC1,683$324.9K0.10%+49+3.0%Added
Buckingham Strategic Wealth, LLC1,685$325.0K0.01%−227−11.9%Reduced
Homrich & Berg1,687$326.0K0.01%+17+1.0%Added
American Portfolios Advisors1,690$326.2K0.01%+21+1.3%Added
Vista Wealth Management Group, LLC1,703$329.0K0.06%00.0%Unchanged
Round Table Services, LLC1,710$330.0K0.07%00.0%Unchanged
Eagle Ridge Investment Management1,711$330.0K0.04%+90+5.6%Added
Sage Rhino Capital LLC1,722$332.0K0.10%+36+2.1%Added
Hills Bank & Trust Co1,723$333.0K0.05%−116−6.3%Reduced
Norway Savings Bank1,728$334.0K0.16%+175+11.3%Added
Paragon Capital Management Ltd1,750$338.0K0.06%00.0%Unchanged
Northeast Investment Management1,755$339.0K0.02%00.0%Unchanged
AMP Capital Investors Ltd1,778$343.0K0.00%−240−11.9%Reduced
Moneta Group Investment Advisors LLC1,782$344.0K0.02%+128+7.7%Added
Inscription Capital, LLC1,773$346.0K0.11%+580+48.6%Added
Chicago Partners Investment Group LLC1,705$348.0K0.02%00.0%Unchanged
YorkBridge Wealth Partners, LLC1,801$348.0K0.09%+129+7.7%Added
Sargent Bickham Lagudis LLC1,804$348.0K0.03%+699+63.3%Added
Nicholas Hoffman & Company, LLC.1,809$349.0K0.06%−417−18.7%Reduced
Quad-Cities Investment Group, LLC1,816$350.0K0.24%−52−2.8%Reduced
OneAscent Wealth Management LLC1,823$352.0K0.40%+1,823New
Aptus Capital Advisors, LLC1,817$355.0K0.01%00.0%Unchanged
Carnegie Capital Asset Management, LLC1,864$360.0K0.01%−103−5.2%Reduced
One Wealth Advisors, LLC1,867$360.0K0.11%−31−1.6%Reduced
BSW Wealth Partners1,873$362.0K0.10%+157+9.1%Added
EP Wealth Advisors, LLC1,876$362.0K0.01%+327+21.1%Added
Legacy Bridge, LLC1,902$367.0K0.21%+40+2.1%Added
Aaron Wealth Advisors1,928$372.0K0.10%+159+9.0%Added
Marcum Wealth, LLC1,943$375.0K0.06%−181−8.5%Reduced
RSM US Wealth Management LLC1,943$375.0K0.02%+301+18.3%Added
First National Corp1,948$376.0K0.08%+135+7.4%Added
LCNB Corp1,959$378.0K0.19%00.0%Unchanged
Bank of Nova Scotia Trust Co1,963$379.0K0.03%−3,561−64.5%Reduced
Personal Cfo Solutions, LLC1,988$384.0K0.08%+1,988New
Headinvest, LLC1,997$385.0K0.07%00.0%Unchanged
Concentric Wealth Management, LLC2,000$386.0K0.12%−100−4.8%Reduced
Grove Bank & Trust2,006$388.0K0.08%00.0%Unchanged
Garde Capital, Inc.2,025$391.0K0.04%−324−13.8%Reduced
Proequities, Inc.2,002$391.0K0.02%−16−0.8%Reduced
Mark Stevens2,034$393.0K0.04%+77+3.9%Added
Cerity Partners LLC2,035$393.0K0.01%+471+30.1%Added
TD Private Client Wealth LLC2,037$393.1K0.02%−291−12.5%Reduced
Aries Wealth Management2,049$395.0K0.17%+155+8.2%Added
Fusion Capital, LLC2,058$397.0K0.24%00.0%Unchanged
Fundamentun, LLC2,058$397.0K0.07%+2,058New
NTV Asset Management LLC2,075$400.0K0.07%−500−19.4%Reduced
O'Brien Greene & Co. Inc2,070$400.0K0.15%+65+3.2%Added
Dearborn Partners LLC2,077$401.0K0.02%−392−15.9%Reduced
Logan Capital Management Inc2,080$401.0K0.02%00.0%Unchanged
Northwest Quadrant Wealth Management, LLC2,101$402.0K0.12%00.0%Unchanged
Legacy Capital Partners, Inc.2,085$402.0K0.15%00.0%Unchanged
TFG Advisers LLC2,085$402.0K0.19%00.0%Unchanged
Venturi Wealth Management, LLC2,110$407.0K0.03%+9+0.4%Added
Kingsview Wealth Management, LLC2,119$409.0K0.02%−82−3.7%Reduced
Zuckerman Investment Group, LLC2,125$410.0K0.07%00.0%Unchanged
Mission Wealth Management, LP2,133$412.0K0.02%+331+18.4%Added
Geneos Wealth Management Inc.2,159$416.0K0.02%+44+2.1%Added
KB Financial Partners, LLC2,153$416.0K0.15%+212+10.9%Added
Gofen & Glossberg LLC2,179$421.0K0.01%+29+1.3%Added
Shelton Capital Management2,190$423.0K0.02%00.0%Unchanged
Fieldpoint Private Securities, LLC2,204$425.0K0.09%+36+1.7%Added
Hardman Johnston Global Advisors LLC2,200$425.0K0.01%00.0%Unchanged
Grantham, Mayo, Van Otterloo & Co. LLC2,200$425.0K0.00%+2,200New
First City Capital Management, Inc.2,207$426.0K0.24%−40−1.8%Reduced
Focus Financial Network, Inc.2,184$426.8K0.06%−4−0.2%Reduced
Murphy Capital Management Inc2,225$429.0K0.05%−100−4.3%Reduced
Private Trust Co NA2,225$429.0K0.06%+132+6.3%Added
Cary Street Partner Investment Advisory LLC2,233$431.0K0.14%+107+5.0%Added
Independent Advisor Alliance2,234$431.0K0.02%+516+30.0%Added
Fiera Capital Corp2,271$438.0K0.00%−105−4.4%Reduced
Fulton Breakefield Broenniman LLC2,284$441.0K0.04%−450−16.5%Reduced
Lincoln National Corp2,285$441.0K0.01%+615+36.8%Added
Cullinan Associates Inc2,300$444.0K0.02%00.0%Unchanged
AdvisorNet Financial, Inc2,340$452.0K0.03%−403−14.7%Reduced
Bryn Mawr Trust Co2,353$455.0K0.02%+29+1.2%Added
Cable Hill Partners, LLC2,362$456.0K0.11%+171+7.8%Added
West Family Investments, Inc.2,362$456.0K0.12%+240+11.3%Added
High Pointe Capital Management LLC2,370$457.0K0.36%00.0%Unchanged
Ellevest, Inc.2,374$458.0K0.04%+69+3.0%Added