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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 4,103 | $903.0K | 0.01% | +131+3.3% | Added |
| 9258 Wealth Management, LLC | 4,123 | $908.0K | 0.21% | +376+10.0% | Added |
| Jacobi Capital Management LLC | 4,152 | $914.0K | 0.11% | +182+4.6% | Added |
| Bessemer Group Inc | 4,205 | $925.0K | 0.00% | −662−13.6% | Reduced |
| SkyView Investment Advisors, LLC | 19,412 | $925.0K | 0.21% | +15,012+341.2% | Added |
| Thoroughbred Financial Services, LLC | 4,213 | $927.0K | 0.19% | +213+5.3% | Added |
| Financial Architects, Inc | 4,233 | $932.0K | 0.13% | +12+0.3% | Added |
| Lawson Kroeker Investment Management Inc | 4,240 | $933.0K | 0.29% | −95−2.2% | Reduced |
| Deutsche Bank AG | 4,290 | $944.0K | 0.00% | −600−12.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,316 | $950.0K | 0.04% | −17−0.4% | Reduced |
| Glenview Trust Co | 4,343 | $956.0K | 0.03% | +125+3.0% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 4,400 | $969.0K | 0.36% | 00.0% | Unchanged |
| Regent Investment Management LLC | 4,416 | $972.0K | 0.21% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,423 | $974.0K | 0.04% | +80+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 4,453 | $980.0K | 0.01% | −129−2.8% | Reduced |
| Johnson Investment Counsel Inc | 4,465 | $983.0K | 0.01% | +54+1.2% | Added |
| Quadrant Capital Group LLC | 4,472 | $984.0K | 0.12% | +1,353+43.4% | Added |
| Grimes & Company, Inc. | 4,479 | $986.0K | 0.05% | +15+0.3% | Added |
| Pacer Advisors, Inc. | 4,485 | $987.0K | 0.01% | −184−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,484 | $988.0K | 0.08% | +472+11.8% | Added |
| Sigma Planning Corp | 4,501 | $991.0K | 0.03% | +186+4.3% | Added |
| Ancora Advisors, LLC | 4,516 | $994.0K | 0.02% | −849−15.8% | Reduced |
| Summit Financial, LLC | 4,578 | $1.01M | 0.08% | +1,326+40.8% | Added |
| Avestar Capital, LLC | 4,638 | $1.02M | 0.19% | −416−8.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,637 | $1.02M | 0.11% | +852+22.5% | Added |
| Robertson Stephens Wealth Management, LLC | 4,639 | $1.02M | 0.09% | +3,041+190.3% | Added |
| Asset Management One Co.,Ltd. | 4,646 | $1.03M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,084 | $1.04M | 0.00% | +51+1.0% | Added |
| Mutual Advisors, LLC | 4,747 | $1.04M | 0.06% | +20.0% | Added |
| Welch Group, LLC | 4,757 | $1.05M | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,793 | $1.05M | 0.14% | −45−0.9% | Reduced |
| Marshall Financial Group LLC | 4,822 | $1.06M | 0.39% | +4,822 | New |
| Tiedemann Advisors, LLC | 4,826 | $1.06M | 0.05% | −158−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 4,883 | $1.07M | 0.02% | +303+6.6% | Added |
| Comerica Securities,inc. | 4,889 | $1.08M | 0.07% | +216+4.6% | Added |
| Wunderlich Capital Managemnt | 4,893 | $1.08M | 0.48% | −58−1.2% | Reduced |
| Sandy Cove Advisors, LLC | 4,910 | $1.08M | 0.91% | +4,910 | New |
| Canandaigua National Corp | 4,952 | $1.09M | 0.16% | −247−4.8% | Reduced |
| Parsons Capital Management Inc | 4,950 | $1.09M | 0.08% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,952 | $1.09M | 0.02% | +48+1.0% | Added |
| Columbia Asset Management | 4,954 | $1.09M | 0.22% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,979 | $1.10M | 0.06% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,982 | $1.10M | 0.39% | +4,982 | New |
| Coastal Investment Advisors, Inc. | 5,069 | $1.12M | 0.25% | −27−0.5% | Reduced |
| BCGM Wealth Management, LLC | 5,075 | $1.12M | 0.60% | +282+5.9% | Added |
| Wealth Alliance | 5,078 | $1.12M | 0.22% | +88+1.8% | Added |
| Harbour Capital Advisors, LLC | 5,098 | $1.12M | 0.28% | −65−1.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,130 | $1.13M | 0.14% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,144 | $1.13M | 0.01% | −4,596−47.2% | Reduced |
| Caldwell Trust Co | 5,163 | $1.14M | 0.13% | −194−3.6% | Reduced |
| Boston Private Wealth LLC | 5,162 | $1.14M | 0.02% | −949−15.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,187 | $1.14M | 0.02% | −789−13.2% | Reduced |
| JustInvest LLC | 5,188 | $1.14M | 0.07% | +1,318+34.1% | Added |
| Solstein Capital, LLC | 5,199 | $1.15M | 0.69% | 00.0% | Unchanged |
| Harrison & Co Wealth Management, LLC | 5,270 | $1.16M | 0.98% | +5,270 | New |
| Banco de Sabadell, S.A | 5,311 | $1.17M | 0.65% | +483+10.0% | Added |
| ProVise Management Group, LLC | 5,378 | $1.18M | 0.11% | +20.0% | Added |
| Arden Trust Co | 5,474 | $1.21M | 0.20% | +4+0.1% | Added |
| Keystone Financial Group | 5,480 | $1.21M | 0.20% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 5,500 | $1.21M | 0.08% | −10−0.2% | Reduced |
| Stableford Capital II LLC | 6,022 | $1.22M | 0.51% | +385+6.8% | Added |
| Peapack Gladstone Financial Corp | 5,564 | $1.23M | 0.02% | +1,829+49.0% | Added |
| Occidental Asset Management, LLC | 5,572 | $1.23M | 0.29% | +150+2.8% | Added |
| Intelligent Financial Strategies | 5,584 | $1.23M | 1.11% | +5,584 | New |
| Level Four Advisory Services, LLC | 5,646 | $1.24M | 0.09% | +330+6.2% | Added |
| Sterling Investment Advisors, Ltd. | 5,659 | $1.25M | 0.35% | +20.0% | Added |
| Moody Lynn & Lieberson, LLC | 5,681 | $1.25M | 0.08% | −20.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 5,695 | $1.25M | 0.92% | +5,695 | New |
| Stillwater Investment Management, LLC | 5,750 | $1.27M | 0.31% | +69+1.2% | Added |
| Bangor Savings Bank | 5,752 | $1.27M | 0.12% | +251+4.6% | Added |
| Park Avenue Securities LLC | 5,831 | $1.28M | 0.02% | +1,152+24.6% | Added |
| Abbot Financial Management, Inc. | 5,875 | $1.29M | 0.58% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,949 | $1.31M | 0.01% | −991−14.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,521 | $1.31M | 0.55% | −20−0.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,963 | $1.31M | 0.64% | +5,963 | New |
| Hartford Financial Management Inc. | 6,000 | $1.32M | 0.31% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 6,017 | $1.32M | 0.48% | −2,147−26.3% | Reduced |
| MUFG Americas Holdings Corp | 6,046 | $1.33M | 0.02% | −71−1.2% | Reduced |
| Signaturefd, LLC | 6,080 | $1.34M | 0.04% | +432+7.6% | Added |
| Regal Investment Advisors LLC | 6,084 | $1.34M | 0.12% | −1,028−14.5% | Reduced |
| Citizens National Bank Trust Department | 6,155 | $1.35M | 0.51% | −6,705−52.1% | Reduced |
| Probity Advisors, Inc. | 6,157 | $1.35M | 0.27% | −71−1.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 6,193 | $1.36M | 0.13% | +6,193 | New |
| Ritholtz Wealth Management | 6,196 | $1.36M | 0.09% | +1,007+19.4% | Added |
| D.B. Root & Company, LLC | 6,230 | $1.37M | 0.49% | −64−1.0% | Reduced |
| FRG Family Wealth Advisors LLC | 6,235 | $1.37M | 0.26% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,433 | $1.37M | 0.08% | +6,433 | New |
| Rossmore Private Capital | 6,249 | $1.38M | 0.21% | +100+1.6% | Added |
| Aberdeen Wealth Management LLC | 6,254 | $1.38M | 0.90% | −33−0.5% | Reduced |
| Huntington National Bank | 6,307 | $1.39M | 0.01% | +664+11.8% | Added |
| Twelve Points Wealth Management LLC | 6,335 | $1.40M | 1.13% | +6,335 | New |
| Joel Isaacson & Co., LLC | 6,416 | $1.41M | 0.10% | +11+0.2% | Added |
| Hirtle Callaghan & Co LLC | 6,449 | $1.42M | 0.07% | +6,449 | New |
| McKinley Capital Management LLC /Delaware | 6,475 | $1.43M | 0.13% | −427−6.2% | Reduced |
| Pathstone Family Office, LLC | 6,501 | $1.43M | 0.04% | +186+2.9% | Added |
| Marks Group Wealth Management, Inc | 6,460 | $1.43M | 0.17% | +2,820+77.5% | Added |
| Bell Rock Capital LLC | 6,476 | $1.44M | 1.06% | +6,476 | New |
| Stonegate Investment Group, LLC | 6,542 | $1.44M | 0.06% | +6,542 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 6,600 | $1.45M | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 6,608 | $1.46M | 0.15% | +87+1.3% | Added |