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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Architects, Inc | 4,221 | $815.0K | 0.12% | −625−12.9% | Reduced |
| Barclays PLC | 4,234 | $817.0K | 0.00% | +4,081+2,667.3% | Added |
| Crawford Investment Counsel Inc | 4,241 | $819.0K | 0.02% | +566+15.4% | Added |
| Cypress Capital Group | 4,280 | $826.0K | 0.11% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,315 | $833.0K | 0.03% | −11−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,333 | $836.0K | 0.04% | +145+3.5% | Added |
| Lawson Kroeker Investment Management Inc | 4,335 | $837.0K | 0.28% | −100−2.3% | Reduced |
| Wedbush Securities Inc | 4,343 | $838.0K | 0.04% | −44−1.0% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 4,400 | $849.0K | 0.34% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,400 | $849.0K | 0.24% | +2,324+111.9% | Added |
| Regent Investment Management LLC | 4,416 | $852.0K | 0.20% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,464 | $861.0K | 0.04% | +40+0.9% | Added |
| Johnson Investment Counsel Inc | 4,411 | $862.0K | 0.01% | +13+0.3% | Added |
| Trexquant Investment LP | 4,470 | $863.0K | 0.07% | +1,077+31.7% | Added |
| Steward Partners Investment Advisory, LLC | 4,582 | $884.0K | 0.02% | +261+6.0% | Added |
| Avantax Advisory Services, Inc. | 4,580 | $887.0K | 0.01% | −108−2.3% | Reduced |
| Asset Management One Co.,Ltd. | 4,646 | $896.0K | 0.00% | −184−3.8% | Reduced |
| Pacer Advisors, Inc. | 4,669 | $901.0K | 0.01% | +144+3.2% | Added |
| Park Avenue Securities LLC | 4,679 | $903.0K | 0.02% | +232+5.2% | Added |
| Comerica Securities,inc. | 4,673 | $914.0K | 0.06% | −1,689−26.5% | Reduced |
| Mutual Advisors, LLC | 4,745 | $916.0K | 0.05% | +17+0.4% | Added |
| Cetera Advisors LLC | 4,750 | $917.0K | 0.02% | +1,029+27.7% | Added |
| Welch Group, LLC | 4,757 | $918.0K | 0.06% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 4,828 | $930.0K | 0.63% | +118+2.5% | Added |
| Pekin Hardy Strauss, Inc. | 4,838 | $934.0K | 0.13% | +155+3.3% | Added |
| Bessemer Group Inc | 4,867 | $939.0K | 0.00% | +1,729+55.1% | Added |
| Deutsche Bank AG | 4,890 | $945.0K | 0.00% | −524−9.7% | Reduced |
| Bradley Foster & Sargent Inc | 4,904 | $946.0K | 0.02% | −612−11.1% | Reduced |
| JBJ Investment Partners, LLC | 4,915 | $949.0K | 0.20% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,922 | $950.0K | 0.09% | +2,895+142.8% | Added |
| Parsons Capital Management Inc | 4,950 | $955.0K | 0.07% | 00.0% | Unchanged |
| Columbia Asset Management | 4,954 | $956.0K | 0.21% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 4,951 | $956.0K | 0.46% | +384+8.4% | Added |
| Prudential Financial Inc | 5,033 | $956.0K | 0.00% | +635+14.4% | Added |
| BCGM Wealth Management, LLC | 4,793 | $957.0K | 0.53% | +659+15.9% | Added |
| Heritage Wealth Advisors | 4,979 | $960.9K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 4,990 | $963.0K | 0.22% | +68+1.4% | Added |
| Tiedemann Advisors, LLC | 4,984 | $975.0K | 0.05% | −77−1.5% | Reduced |
| Avestar Capital, LLC | 5,054 | $975.0K | 0.19% | −12−0.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,130 | $980.0K | 0.17% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,096 | $983.0K | 0.23% | −247−4.6% | Reduced |
| Renaissance Technologies LLC | 5,100 | $984.0K | 0.00% | +5,100 | New |
| Harbour Capital Advisors, LLC | 5,163 | $996.0K | 0.26% | +65+1.3% | Added |
| Ritholtz Wealth Management | 5,189 | $1.00M | 0.07% | +357+7.4% | Added |
| Canandaigua National Corp | 5,199 | $1.00M | 0.16% | +383+8.0% | Added |
| Solstein Capital, LLC | 5,199 | $1.00M | 0.58% | +4,720+985.4% | Added |
| Profund Advisors LLC | 5,203 | $1.00M | 0.03% | +217+4.4% | Added |
| Level Four Advisory Services, LLC | 5,316 | $1.03M | 0.11% | −995−15.8% | Reduced |
| Caldwell Trust Co | 5,357 | $1.03M | 0.13% | −50−0.9% | Reduced |
| Ancora Advisors, LLC | 5,365 | $1.04M | 0.03% | −6,741−55.7% | Reduced |
| ProVise Management Group, LLC | 5,376 | $1.04M | 0.10% | −429−7.4% | Reduced |
| Occidental Asset Management, LLC | 5,422 | $1.05M | 0.27% | 00.0% | Unchanged |
| Arden Trust Co | 5,470 | $1.06M | 0.18% | −791−12.6% | Reduced |
| Keystone Financial Group | 5,480 | $1.06M | 0.19% | 00.0% | Unchanged |
| Bangor Savings Bank | 5,501 | $1.06M | 0.11% | +1,468+36.4% | Added |
| Frontier Wealth Management LLC | 5,510 | $1.06M | 0.07% | +278+5.3% | Added |
| Avalon Investment & Advisory | 5,546 | $1.07M | 0.02% | −193−3.4% | Reduced |
| Cresset Asset Management, LLC | 5,521 | $1.08M | 0.01% | +803+17.0% | Added |
| Huntington National Bank | 5,643 | $1.09M | 0.01% | −770−12.0% | Reduced |
| Segall Bryant & Hamill, LLC | 5,650 | $1.09M | 0.01% | +1,596+39.4% | Added |
| Signaturefd, LLC | 5,648 | $1.09M | 0.04% | −149−2.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,657 | $1.09M | 0.32% | −300−5.0% | Reduced |
| Spire Wealth Management | 5,672 | $1.09M | 0.03% | −296−5.0% | Reduced |
| Stillwater Investment Management, LLC | 5,681 | $1.10M | 0.29% | −352−5.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,683 | $1.10M | 0.08% | −52−0.9% | Reduced |
| Old Dominion Capital Management Inc | 5,693 | $1.10M | 0.24% | +204+3.7% | Added |
| Mid Atlantic Financial Management Inc | 5,796 | $1.12M | 0.07% | −127−2.1% | Reduced |
| Stableford Capital II LLC | 5,637 | $1.12M | 0.57% | −112−1.9% | Reduced |
| Abbot Financial Management, Inc. | 5,875 | $1.13M | 0.52% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,976 | $1.15M | 0.02% | −127−2.1% | Reduced |
| Wambolt & Associates, LLC | 5,983 | $1.15M | 0.46% | +948+18.8% | Added |
| Hartford Financial Management Inc. | 6,000 | $1.16M | 0.29% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,111 | $1.18M | 0.02% | +657+12.0% | Added |
| Stratos Wealth Partners, LTD. | 6,121 | $1.18M | 0.03% | +153+2.6% | Added |
| MUFG Americas Holdings Corp | 6,117 | $1.18M | 0.02% | +619+11.3% | Added |
| Rossmore Private Capital | 6,149 | $1.19M | 0.20% | +75+1.2% | Added |
| Probity Advisors, Inc. | 6,228 | $1.20M | 0.25% | −25−0.4% | Reduced |
| FRG Family Wealth Advisors LLC | 6,235 | $1.20M | 0.24% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 6,287 | $1.21M | 1.17% | −381−5.7% | Reduced |
| D.B. Root & Company, LLC | 6,294 | $1.21M | 0.47% | −65−1.0% | Reduced |
| Pathstone Family Office, LLC | 6,315 | $1.23M | 0.04% | +3,844+155.6% | Added |
| Joel Isaacson & Co., LLC | 6,405 | $1.24M | 0.09% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 6,485 | $1.25M | 0.88% | +276+4.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 6,508 | $1.26M | 0.00% | −252−3.7% | Reduced |
| Roundview Capital LLC | 6,521 | $1.26M | 0.14% | +467+7.7% | Added |
| Integrated Wealth Concepts LLC | 6,545 | $1.26M | 0.04% | +1,796+37.8% | Added |
| Eudaimonia Partners, LLC | 6,602 | $1.27M | 0.23% | +186+2.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,600 | $1.27M | 0.04% | +4,300+187.0% | Added |
| Proficio Capital Partners LLC | 6,680 | $1.29M | 0.17% | −145−2.1% | Reduced |
| Bokf, NA | 6,691 | $1.29M | 0.02% | +6,691 | New |
| Crescent Capital Consulting, LLC | 6,770 | $1.31M | 0.24% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 6,850 | $1.32M | 0.01% | +173+2.6% | Added |
| Pictet North America Advisors SA | 6,850 | $1.32M | 0.13% | +173+2.6% | Added |
| McKinley Capital Management LLC /Delaware | 6,902 | $1.33M | 0.13% | −228−3.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,541 | $1.34M | 0.54% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,940 | $1.34M | 0.02% | +4,880+236.9% | Added |
| First Horizon Advisors, Inc. | 7,049 | $1.36M | 0.04% | +6,187+717.7% | Added |
| Notis-McConarty Edward | 7,065 | $1.36M | 0.50% | 00.0% | Unchanged |
| Addison Capital Co | 7,095 | $1.37M | 0.63% | −34−0.5% | Reduced |
| Regal Investment Advisors LLC | 7,112 | $1.37M | 0.13% | −245−3.3% | Reduced |