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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

Q4 2021 vs. Q3 2021

How the institutions holding Diageo PLC changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of DEO: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders939181,056+135
Shares54.2M106.0K55.1M+982.3K (+1.8%)
Value$10.4B$20.4M$12.0B+$1.62B (+15.6%)

18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (182)

Institutions that held Diageo PLC at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 182 by value.

Institutions new to DEO in Q4 2021
InstitutionSharesValue% of portfolio
Tobias Financial Advisors, Inc.210,778$46.4M3.65%
National Bank of Canada141,807$31.3M0.13%
Clark Capital Management Group, Inc.117,451$25.9M0.32%
Mill Capital Management, LLC88,809$19.6M2.00%
Gluskin Sheff & Assoc Inc240,790$13.3M0.55%
TD Waterhouse Canada Inc.53,112$12.1M0.12%
NorthCrest Asset Manangement, LLC51,567$11.4M0.62%
Washington Trust Advisors, Inc.33,087$7.28M0.49%
Twin Tree Management, LP20,260$4.46M0.11%
D. E. Shaw & Co., Inc.17,297$3.81M0.00%
CIBC Asset Management Inc12,685$2.79M0.01%
Mystic Asset Management, Inc.12,493$2.75M1.30%
Pinnacle Wealth Management Advisory Group, LLC12,009$2.64M0.43%
GSB Wealth Management, LLC11,578$2.55M0.73%
Yousif Capital Management, LLC9,048$1.99M0.02%
H. L. Ormond & Company, LLC9,633$1.98M2.32%
Umb Bank N A7,739$1.70M0.02%
Ervin Investment Management, LLC7,600$1.67M1.34%
Eagle Asset Management Inc7,314$1.60M0.01%
Capricorn Fund Managers Ltd7,154$1.57M0.44%
Stonegate Investment Group, LLC6,542$1.44M0.06%
Bell Rock Capital LLC6,476$1.44M1.06%
Hirtle Callaghan & Co LLC6,449$1.42M0.07%
Twelve Points Wealth Management LLC6,335$1.40M1.13%
Aigen Investment Management, LP6,433$1.37M0.08%
Dixon Hubard Feinour & Brown Inc6,193$1.36M0.13%
Retirement Planning Co of New England, Inc.5,963$1.31M0.64%
Kathleen S. Wright Associates Inc.5,695$1.25M0.92%
Intelligent Financial Strategies5,584$1.23M1.11%
Harrison & Co Wealth Management, LLC5,270$1.16M0.98%
CWS Financial Advisors, LLC4,982$1.10M0.39%
Sandy Cove Advisors, LLC4,910$1.08M0.91%
Marshall Financial Group LLC4,822$1.06M0.39%
CoreCap Advisors, LLC4,050$892.0K0.06%
Royal Capital Wealth Management, LLC3,848$847.0K0.82%
Summitry LLC3,813$839.0K0.05%
Schechter Investment Advisors, LLC3,631$800.0K0.07%
Alan B. Lancz & Associates, Inc.3,431$755.0K0.66%
Impax Asset Management Group plc3,199$704.0K0.00%
Benjamin Edwards Inc3,112$685.0K0.22%
Amplius Wealth Advisors, LLC2,997$659.0K0.09%
Sequoia Financial Advisors, LLC2,933$646.0K0.02%
Palisade Capital Management LLC2,882$634.0K0.01%
Pitti Group Wealth Management, LLC2,650$583.0K0.65%
Meixler Investment Management, Ltd.2,612$575.0K0.59%
Forum Financial Management, LP2,585$569.0K0.03%
Altium Wealth Management LLC2,431$535.0K0.03%
NTB Financial Corp2,395$527.0K0.37%
Laraway Financial Inc2,330$513.0K0.46%
MMBG Investment Advisors Co.2,232$491.0K0.05%
Vise Technologies, Inc.2,214$487.0K0.13%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,176$479.0K0.02%
Schrum Private Wealth Management LLC2,121$468.0K0.43%
Virtu Financial LLC2,107$464.0K0.05%
Richwood Investment Advisors, LLC2,044$450.0K0.39%
Cambridge Trust Co2,030$447.0K0.01%
Financial & Tax Architects, LLC1,925$423.8K0.17%
CWM, LLC1,854$408.0K0.00%
Arete Wealth Advisors, LLC1,823$402.0K0.03%
Ropes Wealth Advisors LLC1,764$388.0K0.07%
Circle Wealth Management, LLC1,750$385.0K0.05%
Reynders McVeigh Capital Management, LLC1,706$376.0K0.02%
Quantbot Technologies LP1,695$373.0K0.03%
Sonora Investment Management Group, LLC1,630$359.0K0.04%
Western Wealth Management, LLC1,623$358.0K0.04%
Willner & Heller, LLC1,850$357.0K0.47%
Allspring Global Investments Holdings, LLC1,578$347.0K0.00%
Lombard Odier Asset Management (USA) Corp1,495$329.0K0.05%
EverSource Wealth Advisors, LLC1,471$324.0K0.09%
HB Wealth Management, LLC1,406$310.0K0.01%
Coldstream Capital Management Inc1,359$299.0K0.01%
Enhancing Capital LLC1,350$297.0K0.32%
Titleist Asset Management, Ltd.1,304$287.0K0.06%
Clifford Swan Investment Counsel LLC1,227$270.0K0.01%
Freestone Capital Holdings, LLC1,225$270.0K0.01%
Alliancebernstein L.P.1,215$267.0K0.00%
Appleton Partners Inc1,158$255.0K0.02%
Legacy Financial Advisors, Inc.1,130$249.0K0.06%
Hofer & Associates. Inc1,124$247.0K0.22%
Ameritas Advisory Services, LLC1,111$245.0K0.01%
Beese Fulmer Investment Management, Inc.1,099$242.0K0.03%
Brighton Jones LLC1,101$242.0K0.01%
Avidian Wealth Solutions, LLC1,101$242.0K0.02%
Heritage Investment Group, Inc.1,100$242.0K0.19%
Opal Wealth Advisors, LLC1,094$241.0K0.15%
MJP Associates Inc1,082$239.0K0.07%
Obermeyer Wood Investment Counsel, LLLP1,063$234.0K0.01%
Connectus Wealth, LLC1,062$234.0K0.01%
17 Capital Partners, LLC1,050$231.0K0.21%
Capital Investment Advisors, LLC1,044$230.0K0.01%
Andesa Financial Management Inc.1,044$230.0K0.11%
Axxcess Wealth Management, LLC1,047$230.0K0.02%
LCM Capital Management Inc1,042$229.0K0.18%
Strategic Wealth Partners, Ltd.1,035$228.0K0.04%
Shilanski & Associates, Inc.1,033$228.0K0.10%
Merit Financial Group, LLC1,030$227.0K0.02%
Rockland Trust Co1,024$225.0K0.01%
Ergoteles LLC1,017$224.0K0.01%
Horan Securities, Inc.1,019$224.0K0.14%
Vivaldi Capital Management, LLC1,016$224.0K0.05%

Sold out (47)

Institutions that held Diageo PLC at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of DEO in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Verition Fund Management LLC180,761$34.9M
Dixon Mitchell Investment Counsel Inc.96,516$18.6M
Nuance Investments, LLC27,221$5.25M
General American Investors Co Inc25,000$4.83M
HRT Financial LP20,744$4.00M
FNY Investment Advisers, LLC11,030$2.13M
Capstone Triton Financial Group, LLC9,777$1.95M
StoneX Group Inc.9,810$1.89M
Segall Bryant & Hamill, LLC5,650$1.09M
Trexquant Investment LP4,470$863.0K
Barclays PLC4,234$817.0K
Blueshift Asset Management, LLC3,098$598.0K
Millennium Management LLC2,695$520.0K
Mirae Asset Global Investments Co., Ltd.2,566$495.0K
Principal Street Partners, LLC2,513$491.0K
Wolverine Trading, LLC2,405$460.0K
Grantham, Mayo, Van Otterloo & Co. LLC2,200$425.0K
AMP Capital Investors Ltd1,778$343.0K
AMG National Trust Bank1,379$266.0K
Pegasus Partners Ltd.1,334$257.0K
First Eagle Investment Management, LLC1,224$236.0K
Kore Private Wealth LLC1,224$236.0K
Americana Partners, LLC1,170$225.0K
Principal Financial Group Inc1,100$212.0K
CX Institutional740$143.0K
Better Money Decisions, LLC564$109.0K
Firestone Capital Management400$77.0K
Robinson Value Management, Ltd.317$61.0K
Gerber Kawasaki Wealth & Investment Management290$55.0K
West Paces Advisors Inc.280$54.0K
Hoese & Co LLP114$22.0K
MCF Advisors LLC108$21.0K
Cahill Financial Advisors Inc90$17.0K
Red Tortoise LLC101$17.0K
D'Orazio & Associates, Inc.83$16.0K
Meridian Wealth Partners, LLC69$14.0K
Ironwood Financial, llc66$13.0K
Simplex Trading, LLC50$9.00K
Brewin Dolphin Ltd40$7.72K
Halpern Financial, Inc.39$7.53K
Tfo-TDC, LLC33$6.00K
Syverson Strege & Co24$5.00K
Lenox Wealth Advisors, LLC19$4.00K
Guidance Point Advisors, LLC18$3.00K
Joseph P. Lucia & Associates, LLC13$3.00K
Atlas Private Wealth Advisors15$3.00K
Cordant, Inc.2$0

Not filed for Q4 2021 yet (18)

Institutions that held Diageo PLC at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DEO in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Granite Investment Advisors, LLC23,079$4.45M
Landsberg, Bennett, & Dubbaneh LLC22,880$4.41M
Mercer Capital Advisers, Inc.16,618$3.21M
First Mercantile Trust Co12,328$2.38M
Eudaimonia Partners, LLC6,602$1.27M
Mid Atlantic Financial Management Inc5,796$1.12M
Old Dominion Capital Management Inc5,693$1.10M
HighPoint Advisor Group LLC2,860$552.0K
Homrich & Berg1,687$326.0K
Sonora Investment Management, LLC1,655$319.0K
Cardan Capital Partners, LLC1,633$315.0K
BBVA USA1,304$252.0K
Ameritas Investment Company, LLC1,167$225.0K
NorthCoast Asset Management LLC1,081$209.0K
Security National Trust Co750$144.0K
Wealth Quarterback LLC655$127.0K
Berman Capital Advisors, LLC188$36.0K
Heritage Wealth Management, LLC1$0