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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
Murphy Pohlad Asset Management LLC3,082$594.0K0.24%−255−7.6%Reduced
Corient Capital Partners, LLC3,058$590.0K0.04%−294−8.8%Reduced
Beaumont Financial Partners, LLC3,035$586.0K0.05%−173−5.4%Reduced
Alhambra Investment Partners LLC3,015$582.0K0.44%00.0%Unchanged
Woodley Farra Manion Portfolio Management Inc3,000$579.0K0.05%00.0%Unchanged
Pendal Group Limited8,371$577.0K0.00%−70,966−89.4%Reduced
Nuveen Asset Management, LLC2,988$577.0K0.00%00.0%Unchanged
Meristem Family Wealth, LLC2,985$576.0K0.06%+519+21.0%Added
Financial Counselors Inc2,919$563.0K0.01%−191−6.1%Reduced
Becker Capital Management Inc2,917$563.0K0.02%+5+0.2%Added
HighPoint Advisor Group LLC2,860$552.0K0.05%−119−4.0%Reduced
Checchi Capital Advisers, LLC2,857$551.0K0.07%−431−13.1%Reduced
Integrated Advisors Network LLC2,822$545.0K0.04%+247+9.6%Added
Apollon Wealth Management, LLC2,789$538.0K0.07%+2,789New
Henry James International Management, Inc.2,781$537.0K0.17%+10.0%Added
Lester Murray Antman dba SimplyRich2,745$529.0K0.19%+63+2.3%Added
Millennium Management LLC2,695$520.0K0.00%+1,322+96.3%Added
Valmark Advisers, Inc.2,670$515.0K0.01%−21−0.8%Reduced
Wealthspire Advisors, LLC2,670$515.0K0.01%+1,393+109.1%Added
Essex Savings Bank2,668$512.0K0.19%+67+2.6%Added
Founders Financial Alliance, LLC2,627$507.0K0.24%+18+0.7%Added
Dorchester Wealth Management Co2,615$505.0K0.12%−600−18.7%Reduced
Mitchell Sinkler & Starr2,590$500.0K0.45%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.2,566$495.0K0.00%00.0%Unchanged
Budros, Ruhlin & Roe, Inc.2,559$494.0K0.06%00.0%Unchanged
Fort Washington Investment Advisors Inc2,550$492.0K0.00%00.0%Unchanged
Principal Street Partners, LLC2,513$491.0K0.13%+475+23.3%Added
Inlet Private Wealth, LLC2,537$490.0K0.13%00.0%Unchanged
Enterprise Financial Services Corp2,509$484.0K0.06%+707+39.2%Added
Formidable Asset Management, LLC2,501$483.0K0.09%−4,174−62.5%Reduced
Pitcairn Co2,495$482.0K0.03%−77−3.0%Reduced
Veriti Management LLC2,478$478.0K0.07%+598+31.8%Added
Ballentine Partners, LLC2,474$477.0K0.02%+52+2.1%Added
Clearstead Advisors, LLC2,468$476.0K0.04%−23−0.9%Reduced
Rathbone Brothers plc2,460$475.0K0.01%00.0%Unchanged
South Shore Capital Advisors2,456$474.0K0.87%+5+0.2%Added
Roman Butler Fullerton & Co2,392$474.0K0.22%+8+0.3%Added
Aevitas Wealth Management, Inc.2,437$470.0K0.30%00.0%Unchanged
Wolverine Trading, LLC2,405$460.0K0.01%−26,084−91.6%Reduced
Ellevest, Inc.2,374$458.0K0.04%+69+3.0%Added
High Pointe Capital Management LLC2,370$457.0K0.36%00.0%Unchanged
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
Bryn Mawr Trust Co2,353$455.0K0.02%+29+1.2%Added
AdvisorNet Financial, Inc2,340$452.0K0.03%−403−14.7%Reduced
Cullinan Associates Inc2,300$444.0K0.02%00.0%Unchanged
Fulton Breakefield Broenniman LLC2,284$441.0K0.04%−450−16.5%Reduced
Lincoln National Corp2,285$441.0K0.01%+615+36.8%Added
Fiera Capital Corp2,271$438.0K0.00%−105−4.4%Reduced
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
Murphy Capital Management Inc2,225$429.0K0.05%−100−4.3%Reduced
Private Trust Co NA2,225$429.0K0.06%+132+6.3%Added
Focus Financial Network, Inc.2,184$426.8K0.06%−4−0.2%Reduced
First City Capital Management, Inc.2,207$426.0K0.24%−40−1.8%Reduced
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
Shelton Capital Management2,190$423.0K0.02%00.0%Unchanged
Gofen & Glossberg LLC2,179$421.0K0.01%+29+1.3%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
Mission Wealth Management, LP2,133$412.0K0.02%+331+18.4%Added
Zuckerman Investment Group, LLC2,125$410.0K0.07%00.0%Unchanged
Kingsview Wealth Management, LLC2,119$409.0K0.02%−82−3.7%Reduced
Venturi Wealth Management, LLC2,110$407.0K0.03%+9+0.4%Added
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
Dearborn Partners LLC2,077$401.0K0.02%−392−15.9%Reduced
Logan Capital Management Inc2,080$401.0K0.02%00.0%Unchanged
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
Fusion Capital, LLC2,058$397.0K0.24%00.0%Unchanged
Fundamentun, LLC2,058$397.0K0.07%+2,058New
Aries Wealth Management2,049$395.0K0.17%+155+8.2%Added
TD Private Client Wealth LLC2,037$393.1K0.02%−291−12.5%Reduced
Mark Stevens2,034$393.0K0.04%+77+3.9%Added
Cerity Partners LLC2,035$393.0K0.01%+471+30.1%Added
Garde Capital, Inc.2,025$391.0K0.04%−324−13.8%Reduced
Proequities, Inc.2,002$391.0K0.02%−16−0.8%Reduced
Grove Bank & Trust2,006$388.0K0.08%00.0%Unchanged
Concentric Wealth Management, LLC2,000$386.0K0.12%−100−4.8%Reduced
Headinvest, LLC1,997$385.0K0.07%00.0%Unchanged
Personal Cfo Solutions, LLC1,988$384.0K0.08%+1,988New
Bank of Nova Scotia Trust Co1,963$379.0K0.03%−3,561−64.5%Reduced
LCNB Corp1,959$378.0K0.19%00.0%Unchanged
First National Corp1,948$376.0K0.08%+135+7.4%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
Aaron Wealth Advisors1,928$372.0K0.10%+159+9.0%Added
Legacy Bridge, LLC1,902$367.0K0.21%+40+2.1%Added
BSW Wealth Partners1,873$362.0K0.10%+157+9.1%Added
EP Wealth Advisors, LLC1,876$362.0K0.01%+327+21.1%Added
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
Aptus Capital Advisors, LLC1,817$355.0K0.01%00.0%Unchanged
OneAscent Wealth Management LLC1,823$352.0K0.40%+1,823New
Quad-Cities Investment Group, LLC1,816$350.0K0.24%−52−2.8%Reduced
Nicholas Hoffman & Company, LLC.1,809$349.0K0.06%−417−18.7%Reduced