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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

13F holders, Q4 2021

Institutional positions in Diageo PLC as of Dec 31, 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
1,056
+135 vs. Q3 2021
Shares held
55.1M
+982.3K (+1.8%) vs. Q3 2021
Total value
$12.0B
+$1.62B (+15.6%) vs. Q3 2021
New holders
182
340 more added
Sold out
47
307 more reduced

18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,056 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 heldQ4 2021: $12.0B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2021.

Institutions holding DEO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Focused Wealth Management, Inc178$39.0K0.01%−308−63.4%Reduced
Farmers & Merchants Trust Co of Chambersburg PA183$40.0K0.03%00.0%Unchanged
McCarthy Asset Management, Inc.180$40.0K0.03%00.0%Unchanged
FSB Premier Wealth Management, Inc.183$40.0K0.02%+183New
Motco188$41.0K0.00%−87−31.6%Reduced
Sageworth Trust Co of South Dakota186$41.0K0.06%+186New
Sound Income Strategies, LLC200$44.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC200$44.0K0.01%00.0%Unchanged
Aquatic Capital Management LLC200$44.0K0.08%+200New
Archer Investment Corp200$44.0K0.01%00.0%Unchanged
Ahrens Investment Partners LLC204$45.0K0.02%+204New
TD Ameritrade Investment Management, LLC209$46.0K0.00%−941−81.8%Reduced
Castleview Partners, LLC10,126$46.0K0.00%+10,126New
Financial Perspectives, Inc214$47.2K0.02%00.0%Unchanged
First PREMIER Bank220$48.0K0.01%00.0%Unchanged
West Financial Advisors, LLC225$50.0K0.01%00.0%Unchanged
O'Dell Group, LLC237$52.0K0.02%+3+1.3%Added
Graves-Light Private Wealth Management, Inc.261$57.0K0.01%00.0%Unchanged
Global Trust Asset Management, LLC260$57.0K0.02%+202+348.3%Added
Pin Oak Investment Advisors Inc267$59.0K0.06%00.0%Unchanged
Endurance Wealth Management, Inc.268$59.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.266$59.0K0.00%+23+9.5%Added
City State Bank269$59.0K0.04%+269New
Guardian Wealth Management, Inc.281$62.0K0.06%+281New
Glassman Wealth Services285$63.0K0.01%+79+38.3%Added
Bellevue Asset Management, LLC292$64.0K0.04%00.0%Unchanged
Oakworth Capital, Inc.300$66.0K0.01%−27−8.3%Reduced
Baldwin Brothers Inc300$66.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC303$67.0K0.02%00.0%Unchanged
Roble, Belko & Company, Inc1,230$67.0K0.01%+1,230New
Eagle Bay Advisors LLC310$68.0K0.04%−370−54.4%Reduced
Hudock, Inc.310$68.0K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC334$74.0K0.01%+29+9.5%Added
Smithfield Trust Co356$79.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC369$81.0K0.02%00.0%Unchanged
Tucker Asset Management LLC372$81.5K0.03%+61+19.6%Added
Sittner & Nelson, LLC377$83.0K0.05%+1+0.3%Added
MD Financial Management Inc.383$84.0K0.00%00.0%Unchanged
Piscataqua Savings Bank397$87.0K0.07%+7+1.8%Added
JCIC Asset Management Inc.400$88.0K0.03%00.0%Unchanged
Orion Capital Management LLC400$88.0K0.05%00.0%Unchanged
IFP Advisors, Inc400$88.0K0.00%+67+20.1%Added
MayTech Global Investments, LLC400$88.0K0.02%+400New
Beaird Harris Wealth Management, LLC400$88.0K0.03%+400New
Country Trust Bank415$91.0K0.00%+135+48.2%Added
PFG Private Wealth Management, LLC425$94.0K0.05%+425New
Seldon Capital LP427$94.0K0.06%+427New
Koshinski Asset Management, Inc.437$96.2K0.01%+80+22.4%Added
Zions Bancorporation, N.A.441$97.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC442$97.0K0.01%+42+10.5%Added
Front Row Advisors LLC447$98.0K0.04%00.0%Unchanged
City Holding Co496$99.0K0.02%−22−4.2%Reduced
Lee Financial Co450$99.0K0.02%00.0%Unchanged
Global Retirement Partners, LLC455$100.0K0.08%+93+25.7%Added
Tortoise Investment Management, LLC479$105.0K0.02%00.0%Unchanged
Allworth Financial LP479$105.0K0.00%+79+19.8%Added
Tompkins Financial Corp500$110.0K0.02%−15−2.9%Reduced
Charter Oak Capital Management, LLC511$113.0K0.01%+3+0.6%Added
Contravisory Investment Management, Inc.514$113.0K0.03%+514New
Patriot Financial Group Insurance Agency, LLC523$115.0K0.02%00.0%Unchanged
CoreFirst Bank & Trust528$116.0K0.08%00.0%Unchanged
Albion Financial Group530$117.0K0.01%+309+139.8%Added
Carolinas Wealth Consulting LLC542$119.0K0.03%+120+28.4%Added
Pinnacle Bancorp, Inc.547$120.0K0.04%00.0%Unchanged
Trustcore Financial Services, LLC569$125.0K0.01%−600−51.3%Reduced
PEAK6 Investments LLC571$126.0K0.00%+571New
S.A. Mason LLC575$127.0K0.08%00.0%Unchanged
Timber Creek Capital Management LLC600$132.0K0.04%00.0%Unchanged
Evoke Wealth, LLC608$134.0K0.00%−2−0.3%Reduced
Group One Trading, L.P.610$134.0K0.00%+610New
Rockbridge Investment Management, LCC615$135.0K0.02%00.0%Unchanged
Scissortail Wealth Management, LLC670$147.0K0.06%+670New
Chilton Capital Management LLC690$152.0K0.01%+690New
Artemis Wealth Advisors, LLC705$155.0K0.02%00.0%Unchanged
Hall Laurie J Trustee747$164.0K0.06%−8−1.1%Reduced
Okabena Investment Services Inc759$167.0K0.06%+759New
FourThought Financial, LLC769$169.0K0.02%−245−24.2%Reduced
Blueprint Investment Partners LLC776$170.8K0.04%+776New
Baystate Wealth Management LLC778$171.0K0.02%+16+2.1%Added
Tevis Investment Management830$182.0K0.16%+830New
Washington Trust Co835$184.0K0.01%−33,148−97.5%Reduced
Blume Capital Management, Inc.835$184.0K0.06%−200−19.3%Reduced
Assetmark, Inc855$188.0K0.00%+46+5.7%Added
American Research & Management Co.877$193.0K0.04%00.0%Unchanged
Family Capital Trust Co900$198.0K0.06%00.0%Unchanged
Independence Bank of Kentucky900$198.0K0.08%00.0%Unchanged
Belpointe Asset Management LLC912$201.0K0.01%+106+13.2%Added
Planning Directions Inc912$201.0K0.13%+912New
Spinnaker Trust915$201.0K0.01%+915New
Beacon Financial Group915$202.0K0.03%+915New
R. W. Roge & Company, Inc.1,000$203.0K0.16%+1,000New
Baldrige Asset Management LLC926$204.0K0.08%00.0%Unchanged
Cannell Peter B & Co Inc925$204.0K0.01%+925New
Patton Albertson Miller Group, LLC925$204.0K0.03%+925New
Eqis Capital Management, Inc.928$204.0K0.01%+928New
One Charles Private Wealth Services, LLC926$204.0K0.12%+926New
Phraction Management LLC927$204.0K0.12%+927New
Sage Investment Advisers LLC928$204.0K0.26%+928New
Financial Advisory Group937$206.0K0.04%+937New
Toroso Investments, LLC938$206.0K0.01%+938New