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 |
|---|---|---|---|---|---|
| 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 |
| Wealth Alliance | 4,990 | $963.0K | 0.22% | +68+1.4% | Added |
| Heritage Wealth Advisors | 4,979 | $960.9K | 0.06% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 4,793 | $957.0K | 0.53% | +659+15.9% | Added |
| 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 |
| Parsons Capital Management Inc | 4,950 | $955.0K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,922 | $950.0K | 0.09% | +2,895+142.8% | Added |
| JBJ Investment Partners, LLC | 4,915 | $949.0K | 0.20% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,904 | $946.0K | 0.02% | −612−11.1% | Reduced |
| Deutsche Bank AG | 4,890 | $945.0K | 0.00% | −524−9.7% | Reduced |
| Bessemer Group Inc | 4,867 | $939.0K | 0.00% | +1,729+55.1% | Added |
| Pekin Hardy Strauss, Inc. | 4,838 | $934.0K | 0.13% | +155+3.3% | Added |
| Banco de Sabadell, S.A | 4,828 | $930.0K | 0.63% | +118+2.5% | Added |
| Welch Group, LLC | 4,757 | $918.0K | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,750 | $917.0K | 0.02% | +1,029+27.7% | Added |
| Mutual Advisors, LLC | 4,745 | $916.0K | 0.05% | +17+0.4% | Added |
| Comerica Securities,inc. | 4,673 | $914.0K | 0.06% | −1,689−26.5% | Reduced |
| Park Avenue Securities LLC | 4,679 | $903.0K | 0.02% | +232+5.2% | Added |
| Pacer Advisors, Inc. | 4,669 | $901.0K | 0.01% | +144+3.2% | Added |
| Asset Management One Co.,Ltd. | 4,646 | $896.0K | 0.00% | −184−3.8% | Reduced |
| Avantax Advisory Services, Inc. | 4,580 | $887.0K | 0.01% | −108−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,582 | $884.0K | 0.02% | +261+6.0% | Added |
| Trexquant Investment LP | 4,470 | $863.0K | 0.07% | +1,077+31.7% | Added |
| Johnson Investment Counsel Inc | 4,411 | $862.0K | 0.01% | +13+0.3% | Added |
| Grimes & Company, Inc. | 4,464 | $861.0K | 0.04% | +40+0.9% | Added |
| Regent Investment Management LLC | 4,416 | $852.0K | 0.20% | 00.0% | Unchanged |
| 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 |
| Wedbush Securities Inc | 4,343 | $838.0K | 0.04% | −44−1.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,335 | $837.0K | 0.28% | −100−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,333 | $836.0K | 0.04% | +145+3.5% | Added |
| Sigma Planning Corp | 4,315 | $833.0K | 0.03% | −11−0.3% | Reduced |
| Cypress Capital Group | 4,280 | $826.0K | 0.11% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 4,241 | $819.0K | 0.02% | +566+15.4% | Added |
| Barclays PLC | 4,234 | $817.0K | 0.00% | +4,081+2,667.3% | Added |
| Financial Architects, Inc | 4,221 | $815.0K | 0.12% | −625−12.9% | Reduced |
| Glenview Trust Co | 4,218 | $814.0K | 0.03% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,129 | $797.0K | 0.11% | −2,572−38.4% | Reduced |
| AE Wealth Management LLC | 4,123 | $796.0K | 0.01% | +310+8.1% | Added |
| Covington Capital Management | 4,075 | $786.0K | 0.03% | −300−6.9% | Reduced |
| Icon Wealth Partners, LLC | 4,036 | $779.0K | 0.08% | +317+8.5% | Added |
| Dorsey & Whitney Trust CO LLC | 4,012 | $775.0K | 0.07% | −3−0.1% | Reduced |
| Sofos Investments, Inc. | 2,999 | $772.0K | 0.56% | −3,673−55.1% | Reduced |
| Thoroughbred Financial Services, LLC | 4,000 | $772.0K | 0.19% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 3,982 | $769.0K | 0.03% | −106−2.6% | Reduced |
| Greenleaf Trust | 3,972 | $767.0K | 0.01% | +10+0.3% | Added |
| Jacobi Capital Management LLC | 3,970 | $766.0K | 0.10% | −58−1.4% | Reduced |
| CAPROCK Group, Inc. | 3,841 | $751.0K | 0.07% | −2−0.1% | Reduced |
| JustInvest LLC | 3,870 | $747.0K | 0.07% | +394+11.3% | Added |
| Veritable, L.P. | 3,865 | $746.0K | 0.01% | −3−0.1% | Reduced |
| First National Trust Co | 3,845 | $742.0K | 0.04% | −17−0.4% | Reduced |
| Atlas Private Wealth Management | 3,845 | $742.0K | 0.45% | +182+5.0% | Added |
| Flputnam Investment Management Co | 3,824 | $738.0K | 0.03% | −55−1.4% | Reduced |
| Allianz Asset Management GmbH | 3,800 | $733.0K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,785 | $731.0K | 0.10% | +433+12.9% | Added |
| Highlander Capital Management, LLC | 3,750 | $724.0K | 0.37% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,747 | $723.0K | 0.19% | −75−2.0% | Reduced |
| Evergreen Capital Management LLC | 3,744 | $723.0K | 0.03% | +1,354+56.7% | Added |
| Peapack Gladstone Financial Corp | 3,735 | $721.0K | 0.01% | −30−0.8% | Reduced |
| Affiance Financial, LLC | 3,703 | $715.0K | 0.31% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,684 | $711.0K | 0.02% | +68+1.9% | Added |
| Sather Financial Group Inc | 3,674 | $709.0K | 0.07% | +1,600+77.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,670 | $708.0K | 0.51% | +57+1.6% | Added |
| Texas Yale Capital Corp. | 3,665 | $707.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,656 | $706.0K | 0.03% | +56+1.6% | Added |
| Marks Group Wealth Management, Inc | 3,640 | $701.0K | 0.09% | +2,115+138.7% | Added |
| Wimmer Associates 1, LLC | 3,593 | $693.0K | 0.41% | −82−2.2% | Reduced |
| Fiduciary Group LLC | 3,450 | $692.0K | 0.08% | −305−8.1% | Reduced |
| King Luther Capital Management Corp | 3,580 | $691.0K | 0.00% | −1,889−34.5% | Reduced |
| Wealthsource Partners, LLC | 3,547 | $685.0K | 0.06% | +489+16.0% | Added |
| Silvercrest Asset Management Group LLC | 3,511 | $678.0K | 0.00% | +60+1.7% | Added |
| GWM Advisors LLC | 3,496 | $674.0K | 0.02% | −285−7.5% | Reduced |
| First Nebraska Trust Co | 3,466 | $668.9K | 0.09% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,454 | $666.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,344 | $666.0K | 0.15% | +693+26.1% | Added |
| Wrapmanager Inc | 3,448 | $665.0K | 0.17% | +1,622+88.8% | Added |
| Intrust Bank NA | 3,434 | $663.0K | 0.09% | +941+37.7% | Added |
| Bard Financial Services, Inc. | 3,425 | $661.0K | 0.06% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,430 | $660.0K | 0.08% | +745+27.7% | Added |
| Essex Financial Services, Inc. | 3,418 | $660.0K | 0.08% | +379+12.5% | Added |
| Atlas Capital Advisors LLC | 3,412 | $658.5K | 0.11% | −117−3.3% | Reduced |
| Regentatlantic Capital LLC | 3,317 | $640.0K | 0.02% | +199+6.4% | Added |
| HBK Sorce Advisory LLC | 3,308 | $638.0K | 0.04% | +1,032+45.3% | Added |
| Summit Financial, LLC | 3,252 | $635.6K | 0.05% | +1,728+113.4% | Added |
| Salvus Wealth Management, LLC | 3,250 | $627.0K | 0.51% | +251+8.4% | Added |
| InterOcean Capital Group, LLC | 3,213 | $620.0K | 0.03% | −15,749−83.1% | Reduced |
| Advisor OS, LLC | 3,200 | $619.0K | 0.13% | +11+0.3% | Added |
| Lido Advisors, LLC | 3,212 | $619.0K | 0.01% | +578+21.9% | Added |
| Banco Santander, S.A. | 3,195 | $617.0K | 0.00% | +170+5.6% | Added |
| Royal Fund Management, LLC | 3,195 | $616.0K | 0.10% | −338−9.6% | Reduced |
| Financial Engines Advisors L.L.C. | 3,143 | $614.0K | 0.00% | +32+1.0% | Added |
| Cohen Investment Advisors LLC | 3,174 | $613.0K | 0.47% | +3+0.1% | Added |
| McDonald Partners LLC | 3,161 | $610.0K | 0.14% | −5−0.2% | Reduced |
| Rehmann Capital Advisory Group | 3,037 | $603.0K | 0.06% | +511+20.2% | Added |
| Quadrant Capital Group LLC | 3,119 | $602.0K | 0.08% | +88+2.9% | Added |
| Ironwood Investment Counsel, LLC | 3,118 | $601.0K | 0.15% | −362−10.4% | Reduced |
| Blueshift Asset Management, LLC | 3,098 | $598.0K | 0.03% | −4,167−57.4% | Reduced |