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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 2,480 | $546.0K | 0.11% | +118+5.0% | Added |
| Rathbone Brothers plc | 2,487 | $547.0K | 0.01% | +27+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,487 | $547.0K | 0.15% | +254+11.4% | Added |
| Inlet Private Wealth, LLC | 2,537 | $558.0K | 0.14% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 2,537 | $559.0K | 0.04% | −498−16.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 2,559 | $563.0K | 0.06% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,584 | $569.0K | 0.23% | −43−1.6% | Reduced |
| Forum Financial Management, LP | 2,585 | $569.0K | 0.03% | +2,585 | New |
| Mitchell Sinkler & Starr | 2,590 | $570.0K | 0.17% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,594 | $571.0K | 0.02% | +120+4.9% | Added |
| South Shore Capital Advisors | 2,594 | $571.0K | 0.93% | +138+5.6% | Added |
| Meixler Investment Management, Ltd. | 2,612 | $575.0K | 0.59% | +2,612 | New |
| Dorchester Wealth Management Co | 2,615 | $576.0K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,639 | $581.0K | 0.01% | −2,882−52.2% | Reduced |
| Veriti Management LLC | 2,637 | $581.0K | 0.08% | +159+6.4% | Added |
| Banco Santander, S.A. | 2,645 | $582.0K | 0.00% | −550−17.2% | Reduced |
| Cypress Capital Group | 2,650 | $583.0K | 0.07% | −1,630−38.1% | Reduced |
| Pitti Group Wealth Management, LLC | 2,650 | $583.0K | 0.65% | +2,650 | New |
| Valmark Advisers, Inc. | 2,659 | $585.0K | 0.01% | −11−0.4% | Reduced |
| Essex Savings Bank | 2,665 | $587.0K | 0.20% | −3−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 2,735 | $602.0K | 0.62% | +1,693+162.5% | Added |
| Lester Murray Antman dba SimplyRich | 2,745 | $604.0K | 0.20% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,748 | $605.0K | 0.05% | +374+15.8% | Added |
| Nuveen Asset Management, LLC | 2,766 | $609.0K | 0.00% | −222−7.4% | Reduced |
| Henry James International Management, Inc. | 2,783 | $613.0K | 0.19% | +2+0.1% | Added |
| Integrated Advisors Network LLC | 2,794 | $615.0K | 0.04% | −28−1.0% | Reduced |
| Fca Corp | 2,800 | $616.0K | 0.21% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,813 | $619.0K | 0.02% | −104−3.6% | Reduced |
| Palisade Capital Management LLC | 2,882 | $634.0K | 0.01% | +2,882 | New |
| Royal Fund Management, LLC | 2,906 | $639.0K | 0.09% | −289−9.0% | Reduced |
| Sofos Investments, Inc. | 4,481 | $641.0K | 0.05% | +1,482+49.4% | Added |
| Meristem Family Wealth, LLC | 2,910 | $641.0K | 0.05% | −75−2.5% | Reduced |
| Checchi Capital Advisers, LLC | 2,914 | $641.0K | 0.07% | +57+2.0% | Added |
| Corient Capital Partners, LLC | 2,934 | $646.0K | 0.04% | −124−4.1% | Reduced |
| Sequoia Financial Advisors, LLC | 2,933 | $646.0K | 0.02% | +2,933 | New |
| 180 Wealth Advisors, LLC | 3,209 | $652.0K | 0.15% | −135−4.0% | Reduced |
| Lido Advisors, LLC | 2,993 | $658.0K | 0.01% | −219−6.8% | Reduced |
| Amplius Wealth Advisors, LLC | 2,997 | $659.0K | 0.09% | +2,997 | New |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $660.0K | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,017 | $664.0K | 0.03% | −196−6.1% | Reduced |
| Alhambra Investment Partners LLC | 3,015 | $664.0K | 0.46% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,025 | $666.0K | 0.06% | −12−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,082 | $678.0K | 0.27% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,094 | $681.0K | 0.16% | −24−0.8% | Reduced |
| Benjamin Edwards Inc | 3,112 | $685.0K | 0.22% | +3,112 | New |
| Cohen Investment Advisors LLC | 3,177 | $699.0K | 0.50% | +3+0.1% | Added |
| Impax Asset Management Group plc | 3,199 | $704.0K | 0.00% | +3,199 | New |
| Regentatlantic Capital LLC | 3,299 | $726.0K | 0.02% | −18−0.5% | Reduced |
| Venturi Wealth Management, LLC | 3,301 | $727.0K | 0.06% | +1,191+56.4% | Added |
| Salvus Wealth Management, LLC | 3,372 | $742.0K | 0.54% | +122+3.8% | Added |
| Qube Research & Technologies Ltd | 3,373 | $743.0K | 0.01% | −9,654−74.1% | Reduced |
| Wealthsource Partners, LLC | 3,392 | $747.0K | 0.06% | −155−4.4% | Reduced |
| HBK Sorce Advisory LLC | 3,394 | $747.0K | 0.04% | +86+2.6% | Added |
| Brandywine Oak Private Wealth LLC | 3,411 | $750.0K | 0.08% | −19−0.6% | Reduced |
| Advisor OS, LLC | 3,407 | $751.0K | 0.15% | +207+6.5% | Added |
| Atlas Capital Advisors LLC | 3,412 | $751.1K | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,417 | $752.0K | 0.07% | −10.0% | Reduced |
| Bard Financial Services, Inc. | 3,425 | $754.0K | 0.06% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 3,431 | $755.0K | 0.66% | +3,431 | New |
| Fiduciary Group LLC | 3,450 | $759.0K | 0.08% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,454 | $760.0K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,463 | $762.0K | 0.00% | −48−1.4% | Reduced |
| Wrapmanager Inc | 3,464 | $763.0K | 0.19% | +16+0.5% | Added |
| First Nebraska Trust Co | 3,466 | $763.0K | 0.09% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 3,493 | $769.0K | 0.02% | −2,053−37.0% | Reduced |
| Wimmer Associates 1, LLC | 3,613 | $795.0K | 0.43% | +20+0.6% | Added |
| Intrust Bank NA | 3,614 | $795.0K | 0.10% | +180+5.2% | Added |
| Beacon Pointe Advisors, LLC | 3,625 | $798.0K | 0.02% | −7,464−67.3% | Reduced |
| Crawford Investment Counsel Inc | 3,625 | $798.0K | 0.02% | −616−14.5% | Reduced |
| King Luther Capital Management Corp | 3,628 | $799.0K | 0.00% | +48+1.3% | Added |
| Schechter Investment Advisors, LLC | 3,631 | $800.0K | 0.07% | +3,631 | New |
| Texas Yale Capital Corp. | 3,665 | $807.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 3,674 | $809.0K | 0.02% | −1,998−35.2% | Reduced |
| Sather Financial Group Inc | 3,674 | $809.0K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,678 | $810.0K | 0.07% | −163−4.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,691 | $812.5K | 0.08% | +2,324+170.0% | Added |
| Affiance Financial, LLC | 3,703 | $815.0K | 0.34% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 3,721 | $819.0K | 0.46% | −124−3.2% | Reduced |
| Cetera Advisors LLC | 3,731 | $821.0K | 0.02% | −1,019−21.5% | Reduced |
| Gladstone Institutional Advisory LLC | 3,733 | $822.0K | 0.06% | −1,189−24.2% | Reduced |
| Highlander Capital Management, LLC | 3,750 | $826.0K | 0.38% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 3,769 | $830.0K | 0.53% | +99+2.7% | Added |
| Flputnam Investment Management Co | 3,803 | $837.0K | 0.03% | −21−0.5% | Reduced |
| Allianz Asset Management GmbH | 3,800 | $837.0K | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 3,813 | $839.0K | 0.05% | +3,813 | New |
| JBJ Investment Partners, LLC | 3,814 | $840.0K | 0.17% | −1,101−22.4% | Reduced |
| Royal Capital Wealth Management, LLC | 3,848 | $847.0K | 0.82% | +3,848 | New |
| Veritable, L.P. | 3,866 | $851.0K | 0.01% | +10.0% | Added |
| First National Trust Co | 3,885 | $855.0K | 0.04% | +40+1.0% | Added |
| Evergreen Capital Management LLC | 3,889 | $856.0K | 0.03% | +145+3.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,960 | $872.0K | 0.03% | −22−0.6% | Reduced |
| AE Wealth Management LLC | 3,976 | $875.0K | 0.01% | −147−3.6% | Reduced |
| Cerity Partners LLC | 3,976 | $876.0K | 0.01% | +1,941+95.4% | Added |
| Parallel Advisors, LLC | 4,025 | $886.0K | 0.03% | +369+10.1% | Added |
| Fragasso Group Inc. | 4,051 | $892.0K | 0.11% | −78−1.9% | Reduced |
| CoreCap Advisors, LLC | 4,050 | $892.0K | 0.06% | +4,050 | New |
| Profund Advisors LLC | 4,065 | $895.0K | 0.03% | −1,138−21.9% | Reduced |
| Covington Capital Management | 4,075 | $897.0K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 4,096 | $902.0K | 0.09% | +60+1.5% | Added |
| Qtron Investments LLC | 4,099 | $902.0K | 0.20% | +2,987+268.6% | Added |