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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 1,705 | $348.0K | 0.02% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,801 | $348.0K | 0.09% | +129+7.7% | Added |
| Sargent Bickham Lagudis LLC | 1,804 | $348.0K | 0.03% | +699+63.3% | Added |
| Inscription Capital, LLC | 1,773 | $346.0K | 0.11% | +580+48.6% | Added |
| Moneta Group Investment Advisors LLC | 1,782 | $344.0K | 0.02% | +128+7.7% | Added |
| AMP Capital Investors Ltd | 1,778 | $343.0K | 0.00% | −240−11.9% | Reduced |
| Northeast Investment Management | 1,755 | $339.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,750 | $338.0K | 0.06% | 00.0% | Unchanged |
| Norway Savings Bank | 1,728 | $334.0K | 0.16% | +175+11.3% | Added |
| Hills Bank & Trust Co | 1,723 | $333.0K | 0.05% | −116−6.3% | Reduced |
| Sage Rhino Capital LLC | 1,722 | $332.0K | 0.10% | +36+2.1% | Added |
| Round Table Services, LLC | 1,710 | $330.0K | 0.07% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,711 | $330.0K | 0.04% | +90+5.6% | Added |
| Vista Wealth Management Group, LLC | 1,703 | $329.0K | 0.06% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,690 | $326.2K | 0.01% | +21+1.3% | Added |
| Homrich & Berg | 1,687 | $326.0K | 0.01% | +17+1.0% | Added |
| Buckingham Strategic Wealth, LLC | 1,685 | $325.0K | 0.01% | −227−11.9% | Reduced |
| Clare Market Investments LLC | 1,683 | $324.9K | 0.10% | +49+3.0% | Added |
| Stock Yards Bank & Trust Co | 1,680 | $324.0K | 0.02% | −20−1.2% | Reduced |
| Knuff & Co LLC | 1,669 | $322.0K | 0.12% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,651 | $319.0K | 0.11% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,655 | $319.0K | 0.04% | +130+8.5% | Added |
| Quilter Plc | 1,647 | $318.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,646 | $318.0K | 0.07% | +17+1.0% | Added |
| Capital Investment Advisory Services, LLC | 1,642 | $317.0K | 0.04% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,638 | $316.0K | 0.03% | −100−5.8% | Reduced |
| Resources Management Corp | 1,636 | $316.0K | 0.05% | 00.0% | Unchanged |
| Cardan Capital Partners, LLC | 1,633 | $315.0K | 0.04% | +115+7.6% | Added |
| First National Bank of Hutchinson | 1,625 | $314.0K | 0.18% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,620 | $313.0K | 0.02% | +9+0.6% | Added |
| Allen Investment Management LLC | 1,615 | $312.0K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,598 | $312.0K | 0.04% | −17−1.1% | Reduced |
| Equitable Holdings, Inc. | 1,606 | $310.0K | 0.01% | −127−7.3% | Reduced |
| FineMark National Bank & Trust | 1,601 | $309.0K | 0.01% | −17−1.1% | Reduced |
| Anchor Capital Advisors LLC | 1,600 | $309.0K | 0.01% | +1,600 | New |
| Garrison Asset Management, LLC | 1,590 | $307.0K | 0.19% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 1,580 | $305.0K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,571 | $303.0K | 0.01% | −58−3.6% | Reduced |
| Howland Capital Management LLC | 1,570 | $303.0K | 0.02% | −51−3.1% | Reduced |
| Cozad Asset Management Inc | 1,569 | $303.0K | 0.05% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 1,548 | $303.0K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,562 | $301.0K | 0.03% | +38+2.5% | Added |
| Everett Harris & Co | 1,551 | $299.0K | 0.00% | 00.0% | Unchanged |
| Jeereddi Investments, LP | 1,551 | $299.0K | 0.27% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,550 | $299.0K | 0.14% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,541 | $297.0K | 0.03% | −162−9.5% | Reduced |
| Carret Asset Management, LLC | 1,536 | $296.0K | 0.04% | 00.0% | Unchanged |
| Tdam USA Inc. | 1,535 | $296.0K | 0.02% | +260+20.4% | Added |
| Capital Group Private Client Services, Inc. | 1,534 | $296.0K | 0.00% | +1,534 | New |
| Sunbelt Securities, Inc. | 1,527 | $294.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,519 | $293.0K | 0.03% | −2,354−60.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,515 | $292.0K | 0.10% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,508 | $291.0K | 0.13% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,500 | $290.0K | 0.05% | −25−1.6% | Reduced |
| Argyle Capital Management Inc. | 1,500 | $290.0K | 0.10% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,500 | $290.0K | 0.18% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,504 | $290.0K | 0.01% | +247+19.6% | Added |
| Linscomb & Williams, Inc. | 1,476 | $285.0K | 0.01% | −37−2.4% | Reduced |
| Personal Capital Advisors Corp | 1,462 | $282.0K | 0.00% | −5−0.3% | Reduced |
| Lindbrook Capital, LLC | 1,450 | $280.0K | 0.07% | +45+3.2% | Added |
| Jeppson Wealth Management, LLC | 1,450 | $279.0K | 0.15% | −15−1.0% | Reduced |
| OneAscent Financial Services LLC | 1,444 | $279.0K | 0.37% | +1,444 | New |
| Aureus Asset Management, LLC | 1,440 | $278.0K | 0.02% | −450−23.8% | Reduced |
| Taurus Asset Management, LLC | 1,443 | $278.0K | 0.03% | −380−20.8% | Reduced |
| Oder Investment Management, LLC | 1,441 | $278.0K | 0.41% | −61−4.1% | Reduced |
| Webster Bank, N. A. | 1,436 | $277.0K | 0.03% | −30−2.0% | Reduced |
| Keel Point, LLC | 1,433 | $277.0K | 0.04% | +103+7.7% | Added |
| Walter & Keenan Financial Consulting Co | 1,432 | $276.0K | 0.09% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,425 | $275.0K | 0.04% | −100−6.6% | Reduced |
| Noesis Capital Mangement Corp | 1,418 | $274.0K | 0.05% | −12−0.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,417 | $274.0K | 0.06% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,412 | $273.0K | 0.00% | −657−31.8% | Reduced |
| Carroll Financial Associates, Inc. | 1,394 | $269.0K | 0.02% | −467−25.1% | Reduced |
| Birch Hill Investment Advisors LLC | 1,390 | $268.0K | 0.01% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,384 | $267.0K | 0.15% | 00.0% | Unchanged |
| SOL Capital Management CO | 1,380 | $266.0K | 0.05% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,379 | $266.0K | 0.01% | +1,379 | New |
| Van Hulzen Asset Management, LLC | 1,373 | $265.0K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,367 | $263.8K | 0.04% | +1,367 | New |
| Dynamic Advisor Solutions LLC | 1,351 | $261.0K | 0.02% | +124+10.1% | Added |
| Vontobel Holding Ltd. | 1,349 | $260.0K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,341 | $259.0K | 0.01% | +1,341 | New |
| Texas Capital Bancshares Inc | 1,336 | $258.0K | 0.18% | −4−0.3% | Reduced |
| Pegasus Partners Ltd. | 1,334 | $257.0K | 0.05% | −225−14.4% | Reduced |
| Sanders Morris Harris LLC | 1,325 | $256.0K | 0.05% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 1,323 | $255.0K | 0.15% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,313 | $254.0K | 0.03% | −30−2.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,318 | $254.0K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 1,315 | $254.0K | 0.28% | 00.0% | Unchanged |
| Balentine LLC | 1,313 | $253.0K | 0.01% | −189−12.6% | Reduced |
| BBVA USA | 1,304 | $252.0K | 0.01% | −812−38.4% | Reduced |
| Harvey Investment Co LLC | 1,304 | $252.0K | 0.03% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,300 | $251.0K | 0.04% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,300 | $251.0K | 0.02% | 00.0% | Unchanged |
| Parthenon LLC | 1,300 | $251.0K | 0.04% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,296 | $250.0K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,294 | $249.7K | 0.03% | +75+6.2% | Added |
| Optas, LLC | 1,290 | $249.0K | 0.07% | −277−17.7% | Reduced |
| St Germain D J Co Inc | 1,285 | $248.0K | 0.02% | −162−11.2% | Reduced |
| Financial Advocates Investment Management | 1,274 | $246.0K | 0.02% | −8−0.6% | Reduced |