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 |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 479 | $105.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 479 | $105.0K | 0.00% | +79+19.8% | Added |
| Global Retirement Partners, LLC | 455 | $100.0K | 0.08% | +93+25.7% | Added |
| City Holding Co | 496 | $99.0K | 0.02% | −22−4.2% | Reduced |
| Lee Financial Co | 450 | $99.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 447 | $98.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 441 | $97.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 442 | $97.0K | 0.01% | +42+10.5% | Added |
| Koshinski Asset Management, Inc. | 437 | $96.2K | 0.01% | +80+22.4% | Added |
| PFG Private Wealth Management, LLC | 425 | $94.0K | 0.05% | +425 | New |
| Seldon Capital LP | 427 | $94.0K | 0.06% | +427 | New |
| Country Trust Bank | 415 | $91.0K | 0.00% | +135+48.2% | Added |
| JCIC Asset Management Inc. | 400 | $88.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $88.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 400 | $88.0K | 0.00% | +67+20.1% | Added |
| MayTech Global Investments, LLC | 400 | $88.0K | 0.02% | +400 | New |
| Beaird Harris Wealth Management, LLC | 400 | $88.0K | 0.03% | +400 | New |
| Piscataqua Savings Bank | 397 | $87.0K | 0.07% | +7+1.8% | Added |
| MD Financial Management Inc. | 383 | $84.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 377 | $83.0K | 0.05% | +1+0.3% | Added |
| Tucker Asset Management LLC | 372 | $81.5K | 0.03% | +61+19.6% | Added |
| McIlrath & Eck, LLC | 369 | $81.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 356 | $79.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 334 | $74.0K | 0.01% | +29+9.5% | Added |
| Eagle Bay Advisors LLC | 310 | $68.0K | 0.04% | −370−54.4% | Reduced |
| Hudock, Inc. | 310 | $68.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 303 | $67.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,230 | $67.0K | 0.01% | +1,230 | New |
| Oakworth Capital, Inc. | 300 | $66.0K | 0.01% | −27−8.3% | Reduced |
| Baldwin Brothers Inc | 300 | $66.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 292 | $64.0K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 285 | $63.0K | 0.01% | +79+38.3% | Added |
| Guardian Wealth Management, Inc. | 281 | $62.0K | 0.06% | +281 | New |
| Pin Oak Investment Advisors Inc | 267 | $59.0K | 0.06% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 268 | $59.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 266 | $59.0K | 0.00% | +23+9.5% | Added |
| City State Bank | 269 | $59.0K | 0.04% | +269 | New |
| Graves-Light Private Wealth Management, Inc. | 261 | $57.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 260 | $57.0K | 0.02% | +202+348.3% | Added |
| O'Dell Group, LLC | 237 | $52.0K | 0.02% | +3+1.3% | Added |
| West Financial Advisors, LLC | 225 | $50.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 220 | $48.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 214 | $47.2K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 209 | $46.0K | 0.00% | −941−81.8% | Reduced |
| Castleview Partners, LLC | 10,126 | $46.0K | 0.00% | +10,126 | New |
| Ahrens Investment Partners LLC | 204 | $45.0K | 0.02% | +204 | New |
| Archer Investment Corp | 200 | $44.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $44.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $44.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $44.0K | 0.08% | +200 | New |
| Motco | 188 | $41.0K | 0.00% | −87−31.6% | Reduced |
| Sageworth Trust Co of South Dakota | 186 | $41.0K | 0.06% | +186 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 183 | $40.0K | 0.03% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 180 | $40.0K | 0.03% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 183 | $40.0K | 0.02% | +183 | New |
| Focused Wealth Management, Inc | 178 | $39.0K | 0.01% | −308−63.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 174 | $38.3K | 0.02% | +174 | New |
| Gradient Investments LLC | 171 | $38.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 172 | $38.0K | 0.00% | +50+41.0% | Added |
| Larson Financial Group LLC | 167 | $37.0K | 0.01% | +67+67.0% | Added |
| Arlington Partners LLC | 165 | $36.0K | 0.01% | +165 | New |
| Raffa Wealth Management, LLC | 162 | $35.7K | 0.01% | −21−11.5% | Reduced |
| PFS Partners, LLC | 150 | $33.0K | 0.02% | +150 | New |
| Newbridge Financial Services Group, Inc. | 152 | $33.0K | 0.02% | +152 | New |
| Old Second National Bank of Aurora | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 143 | $31.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 140 | $31.0K | 0.27% | +140 | New |
| Adirondack Trust Co | 134 | $29.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 127 | $28.0K | 0.02% | +2+1.6% | Added |
| Freedman Financial Associates, Inc. | 124 | $27.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 124 | $27.0K | 0.00% | +9+7.8% | Added |
| JNBA Financial Advisors | 121 | $27.0K | 0.00% | +69+132.7% | Added |
| Marquette Asset Management, LLC | 118 | $26.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 118 | $26.0K | 0.01% | +1+0.9% | Added |
| BNP Paribas Arbitrage, SA | 118 | $26.0K | 0.00% | −17−12.6% | Reduced |
| Vigilant Capital Management, LLC | 114 | $25.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $25.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 114 | $25.0K | 0.01% | +1+0.9% | Added |
| Accel Wealth Management | 115 | $25.0K | 0.01% | +15+15.0% | Added |
| Clearview Wealth Advisors LLC | 111 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 109 | $23.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 100 | $22.0K | 0.01% | −44−30.6% | Reduced |
| AlphaMark Advisors, LLC | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 98 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 98 | $22.0K | 0.01% | +7+7.7% | Added |
| Capital Analysts, LLC | 101 | $22.0K | 0.00% | +34+50.7% | Added |
| Financial Management Professionals, Inc. | 94 | $21.0K | 0.00% | +4+4.4% | Added |
| First Community Trust NA | 95 | $20.9K | 0.02% | +95 | New |
| West Oak Capital, LLC | 90 | $20.0K | 0.01% | −12−11.8% | Reduced |
| Prestige Wealth Management Group LLC | 87 | $19.0K | 0.00% | −272−75.8% | Reduced |
| Hanson & Doremus Investment Management | 83 | $18.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 78 | $17.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 76 | $17.0K | 0.00% | +1+1.3% | Added |
| Cascade Investment Advisors, Inc. | 75 | $16.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 74 | $16.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 71 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 73 | $16.0K | 0.01% | +73 | New |
| Hexagon Capital Partners LLC | 68 | $15.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 69 | $15.0K | 0.00% | +69 | New |