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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 447 | $87.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 450 | $87.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 441 | $85.0K | 0.01% | +36+8.9% | Added |
| BerganKDV Wealth Management, LLC | 434 | $84.0K | 0.01% | +21+5.1% | Added |
| Carolinas Wealth Consulting LLC | 422 | $82.0K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 400 | $77.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $77.0K | 0.00% | −34−7.8% | Reduced |
| Firestone Capital Management | 400 | $77.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $77.0K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 400 | $77.0K | 0.01% | +400 | New |
| Piscataqua Savings Bank | 390 | $75.0K | 0.06% | 00.0% | Unchanged |
| MD Financial Management Inc. | 383 | $74.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 376 | $73.0K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 369 | $71.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 362 | $70.0K | 0.01% | +9+2.5% | Added |
| Prestige Wealth Management Group LLC | 359 | $69.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 357 | $68.9K | 0.01% | +357 | New |
| Smithfield Trust Co | 356 | $68.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 333 | $64.0K | 0.00% | +47+16.4% | Added |
| Oakworth Capital, Inc. | 327 | $63.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 311 | $62.1K | 0.02% | +38+13.9% | Added |
| Robinson Value Management, Ltd. | 317 | $61.0K | 0.05% | +317 | New |
| Hudock, Inc. | 310 | $59.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 305 | $59.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 303 | $58.0K | 0.02% | −205−40.4% | Reduced |
| Baldwin Brothers Inc | 300 | $58.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 300 | $58.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 292 | $56.0K | 0.03% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 290 | $55.0K | 0.01% | +290 | New |
| West Paces Advisors Inc. | 280 | $54.0K | 0.02% | −135−32.5% | Reduced |
| Country Trust Bank | 280 | $54.0K | 0.00% | +30+12.0% | Added |
| Motco | 275 | $53.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 268 | $52.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 267 | $52.0K | 0.06% | +267 | New |
| Graves-Light Private Wealth Management, Inc. | 261 | $50.0K | 0.01% | +4+1.6% | Added |
| Sageworth Trust Co | 248 | $48.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 243 | $47.0K | 0.00% | −62−20.3% | Reduced |
| O'Dell Group, LLC | 234 | $45.0K | 0.01% | +234 | New |
| West Financial Advisors, LLC | 225 | $43.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 221 | $43.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 220 | $43.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 214 | $41.3K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 206 | $40.0K | 0.01% | +26+14.4% | Added |
| Old Second National Bank of Aurora | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $38.6K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 188 | $36.0K | 0.01% | +15+8.7% | Added |
| Raffa Wealth Management, LLC | 183 | $35.3K | 0.01% | +25+15.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 183 | $35.0K | 0.03% | −136−42.6% | Reduced |
| McCarthy Asset Management, Inc. | 180 | $35.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 171 | $33.0K | 0.00% | −24−12.3% | Reduced |
| Atwood & Palmer Inc | 143 | $28.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 134 | $27.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 144 | $27.0K | 0.01% | +44+44.0% | Added |
| BNP Paribas Arbitrage, SA | 135 | $26.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 125 | $24.0K | 0.02% | −4−3.1% | Reduced |
| Freedman Financial Associates, Inc. | 124 | $24.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 122 | $24.0K | 0.00% | +67+121.8% | Added |
| Marquette Asset Management, LLC | 118 | $23.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 117 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $22.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 113 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 114 | $22.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 115 | $22.0K | 0.00% | +25+27.8% | Added |
| Vigilant Capital Management, LLC | 114 | $22.0K | 0.00% | +114 | New |
| MCF Advisors LLC | 108 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 109 | $21.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 111 | $21.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 102 | $20.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $19.0K | 0.01% | −15−13.0% | Reduced |
| AlphaMark Advisors, LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 98 | $19.0K | 0.01% | +98 | New |
| Truvestments Capital LLC | 91 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 87 | $17.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $17.0K | 0.00% | +2+2.3% | Added |
| Cahill Financial Advisors Inc | 90 | $17.0K | 0.00% | +90 | New |
| Red Tortoise LLC | 101 | $17.0K | 0.01% | +101 | New |
| Hanson & Doremus Investment Management | 83 | $16.0K | 0.00% | +24+40.7% | Added |
| D'Orazio & Associates, Inc. | 83 | $16.0K | 0.00% | +83 | New |
| Howe & Rusling Inc | 78 | $15.0K | 0.00% | +1+1.3% | Added |
| Cascade Investment Advisors, Inc. | 75 | $14.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 71 | $14.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 69 | $14.0K | 0.00% | +69 | New |
| Capital Analysts, LLC | 67 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 94 | $13.0K | 0.01% | +47+100.0% | Added |
| Delta Asset Management LLC | 60 | $12.0K | 0.00% | −43−41.7% | Reduced |
| TCI Wealth Advisors, Inc. | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 66 | $12.0K | 0.00% | +66 | New |
| Global Trust Asset Management, LLC | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 57 | $11.0K | 0.00% | +6+11.8% | Added |
| Bell Investment Advisors, Inc | 57 | $11.0K | 0.00% | +57 | New |
| Ninety One UK Ltd | 51 | $10.0K | 0.00% | 00.0% | Unchanged |