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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 941 | $207.0K | 0.02% | +507+116.8% | Added |
| Charter Research & Investment Group, Inc. | 940 | $207.0K | 0.16% | +940 | New |
| PDS Planning, Inc | 944 | $208.0K | 0.04% | −232−19.7% | Reduced |
| Chicago Trust Co NA | 950 | $209.0K | 0.04% | +950 | New |
| Verity & Verity, LLC | 958 | $211.0K | 0.03% | −90−8.6% | Reduced |
| Curi Capital | 960 | $211.0K | 0.04% | +960 | New |
| Kelman-Lazarov, Inc. | 963 | $212.0K | 0.07% | +963 | New |
| Key Client Fiduciary Advisors, LLC | 962 | $212.0K | 0.18% | +962 | New |
| NEXT Financial Group, Inc | 970 | $213.0K | 0.01% | −2−0.2% | Reduced |
| Altfest L J & Co Inc | 967 | $213.0K | 0.04% | +967 | New |
| Leavell Investment Management, Inc. | 978 | $215.0K | 0.01% | −250−20.4% | Reduced |
| ZWJ Investment Counsel Inc | 975 | $215.0K | 0.01% | +975 | New |
| Ieq Capital, LLC | 975 | $215.0K | 0.00% | +975 | New |
| Guyasuta Investment Advisors Inc | 984 | $217.0K | 0.01% | +984 | New |
| WoodTrust Financial Corp | 990 | $218.0K | 0.05% | +990 | New |
| Zullo Investment Group, Inc. | 997 | $219.0K | 0.11% | +997 | New |
| Regatta Capital Group, LLC | 996 | $219.0K | 0.08% | +996 | New |
| Golden State Wealth Management, LLC | 998 | $220.0K | 0.04% | −116−10.4% | Reduced |
| Credit Agricole S A | 1,000 | $220.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,000 | $220.0K | 0.05% | 00.0% | Unchanged |
| Terry L. Blaker | 1,000 | $220.0K | 0.02% | +1,000 | New |
| Shapiro Capital Management LLC | 1,000 | $220.0K | 0.00% | +1,000 | New |
| Northeast Financial Consultants Inc | 1,000 | $220.0K | 0.01% | +1,000 | New |
| ELCO Management Co., LLC | 1,000 | $220.0K | 0.16% | +1,000 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,000 | $220.0K | 0.12% | +1,000 | New |
| HNP Capital LLC | 1,000 | $220.0K | 0.05% | +1,000 | New |
| Rollins Financial | 1,000 | $220.0K | 0.06% | +1,000 | New |
| Sargent Investment Group, LLC | 1,006 | $221.0K | 0.05% | +1,006 | New |
| RDA Financial Network | 1,003 | $221.0K | 0.09% | +1,003 | New |
| Moseley Investment Management Inc | 1,010 | $222.0K | 0.10% | +1,010 | New |
| Cadence Bank NA | 1,006 | $222.0K | 0.06% | +1,006 | New |
| Axiom Investment Management LLC | 1,008 | $222.0K | 0.22% | +1,008 | New |
| Fox Run Management, L.L.C. | 1,011 | $223.0K | 0.13% | +1,011 | New |
| Ergoteles LLC | 1,017 | $224.0K | 0.01% | +1,017 | New |
| Horan Securities, Inc. | 1,019 | $224.0K | 0.14% | +1,019 | New |
| Vivaldi Capital Management, LLC | 1,016 | $224.0K | 0.05% | +1,016 | New |
| Rockland Trust Co | 1,024 | $225.0K | 0.01% | +1,024 | New |
| Parkside Financial Bank & Trust | 1,032 | $227.0K | 0.06% | −206−16.6% | Reduced |
| Merit Financial Group, LLC | 1,030 | $227.0K | 0.02% | +1,030 | New |
| Oxler Private Wealth LLC | 1,040 | $228.0K | 0.09% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,035 | $228.0K | 0.04% | +1,035 | New |
| Shilanski & Associates, Inc. | 1,033 | $228.0K | 0.10% | +1,033 | New |
| Harbour Investments, Inc. | 1,038 | $229.0K | 0.01% | −2,646−71.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,043 | $229.0K | 0.02% | 00.0% | Unchanged |
| LCM Capital Management Inc | 1,042 | $229.0K | 0.18% | +1,042 | New |
| Creative Financial Designs Inc | 1,049 | $230.0K | 0.03% | −29−2.7% | Reduced |
| Capital Investment Advisors, LLC | 1,044 | $230.0K | 0.01% | +1,044 | New |
| Andesa Financial Management Inc. | 1,044 | $230.0K | 0.11% | +1,044 | New |
| Axxcess Wealth Management, LLC | 1,047 | $230.0K | 0.02% | +1,047 | New |
| Smith, Moore & Co. | 1,050 | $231.0K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 1,050 | $231.0K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 1,051 | $231.0K | 0.01% | +12+1.2% | Added |
| 17 Capital Partners, LLC | 1,050 | $231.0K | 0.21% | +1,050 | New |
| AdvisorShares Investments LLC | 1,060 | $233.0K | 0.03% | +500+89.3% | Added |
| Liberty Wealth Management LLC | – | $234.0K | 0.09% | – | – |
| Mitchell McLeod Pugh & Williams Inc | 1,065 | $234.0K | 0.08% | 00.0% | Unchanged |
| Coerente Capital Management | 1,065 | $234.0K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,063 | $234.0K | 0.01% | +1,063 | New |
| Connectus Wealth, LLC | 1,062 | $234.0K | 0.01% | +1,062 | New |
| Focus Financial Network, Inc. | 1,064 | $234.1K | 0.03% | −1,120−51.3% | Reduced |
| Hilltop Holdings Inc. | 1,065 | $235.0K | 0.02% | −476−30.9% | Reduced |
| King Wealth | 1,069 | $235.0K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,074 | $236.0K | 0.02% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 1,075 | $237.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,085 | $239.0K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 1,082 | $239.0K | 0.07% | +1,082 | New |
| Argent Trust Co | 1,097 | $241.0K | 0.01% | +31+2.9% | Added |
| Opal Wealth Advisors, LLC | 1,094 | $241.0K | 0.15% | +1,094 | New |
| Bristlecone Advisors, LLC | 1,100 | $242.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,100 | $242.0K | 0.06% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,099 | $242.0K | 0.10% | +7+0.6% | Added |
| Blue Barn Wealth, LLC | 1,099 | $242.0K | 0.16% | +6+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 1,099 | $242.0K | 0.03% | +1,099 | New |
| Brighton Jones LLC | 1,101 | $242.0K | 0.01% | +1,101 | New |
| Avidian Wealth Solutions, LLC | 1,101 | $242.0K | 0.02% | +1,101 | New |
| Heritage Investment Group, Inc. | 1,100 | $242.0K | 0.19% | +1,100 | New |
| Associated Banc-Corp | 1,103 | $243.0K | 0.01% | 00.0% | Unchanged |
| Resource Management, LLC | 1,102 | $243.0K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,104 | $243.0K | 0.07% | +9+0.8% | Added |
| Burke & Herbert Bank & Trust Co | 1,110 | $244.0K | 0.14% | 00.0% | Unchanged |
| Doyle Wealth Management | 1,114 | $245.0K | 0.02% | −524−32.0% | Reduced |
| Sage Private Wealth Group, LLC | 1,113 | $245.0K | 0.30% | −10−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 1,111 | $245.0K | 0.01% | +1,111 | New |
| Flagship Harbor Advisors, LLC | 1,120 | $246.0K | 0.02% | −106−8.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1,131 | $247.0K | 0.06% | +13+1.2% | Added |
| Hofer & Associates. Inc | 1,124 | $247.0K | 0.22% | +1,124 | New |
| American National Insurance Co | 1,125 | $248.0K | 0.05% | −9,125−89.0% | Reduced |
| 1st Source Bank | 1,131 | $249.0K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,130 | $249.0K | 0.06% | +1,130 | New |
| SlateStone Wealth, LLC | 1,134 | $250.0K | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,143 | $251.0K | 0.00% | −206−15.3% | Reduced |
| Roberts Glore & Co Inc | 1,145 | $252.0K | 0.07% | 00.0% | Unchanged |
| Quest Capital Management Inc | 1,147 | $253.0K | 0.04% | −15−1.3% | Reduced |
| Pacitti Group Inc. | 1,149 | $253.0K | 0.16% | +1+0.1% | Added |
| American Portfolios Advisors | 1,156 | $254.4K | 0.01% | −534−31.6% | Reduced |
| Appleton Partners Inc | 1,158 | $255.0K | 0.02% | +1,158 | New |
| Private Capital Group, LLC | 1,164 | $256.0K | 0.05% | −49−4.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,161 | $256.0K | 0.08% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,177 | $259.0K | 0.01% | −327−21.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,175 | $259.0K | 0.00% | 00.0% | Unchanged |