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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 66 | $14.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 64 | $14.0K | 0.01% | +64 | New |
| Tilia Fiduciary Partners, Inc. | 65 | $14.0K | 0.01% | +65 | New |
| James Reed Financial Services, Inc. | 65 | $14.0K | 0.01% | +65 | New |
| Fortitude Advisory Group L.L.C. | 62 | $14.0K | 0.01% | +62 | New |
| Sageworth Trust Co | 57 | $13.0K | 0.00% | −191−77.0% | Reduced |
| Delta Asset Management LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 57 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 56 | $12.3K | 0.01% | +56 | New |
| Princeton Global Asset Management LLC | 50 | $11.0K | 0.00% | −250−83.3% | Reduced |
| Ninety One UK Ltd | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 51 | $11.0K | 0.01% | +45+750.0% | Added |
| Blue Bell Private Wealth Management, LLC | 50 | $11.0K | 0.00% | +50 | New |
| Signet Financial Management, LLC | 50 | $11.0K | 0.00% | +50 | New |
| Tyler-Stone Wealth Management | 50 | $11.0K | 0.01% | +50 | New |
| CVA Family Office, LLC | 47 | $10.0K | 0.00% | −47−50.0% | Reduced |
| Macquarie Group Ltd | 44 | $10.0K | 0.00% | −4−8.3% | Reduced |
| Arcadia Investment Management Corp | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 43 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $7.00K | 0.00% | −25−43.9% | Reduced |
| Clean Yield Group | 27 | $6.00K | 0.00% | −60−69.0% | Reduced |
| Asset Dedication, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 25 | $6.00K | 0.00% | +25 | New |
| Gemmer Asset Management LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 18 | $4.00K | 0.00% | −2−10.0% | Reduced |
| Eukles Asset Management | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 13 | $3.00K | 0.00% | +13 | New |
| Bivin & Associates, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| McDonald Partners LLC | 12 | $2.64K | 0.00% | −3,149−99.6% | Reduced |
| Absolute Capital Management, LLC | 12 | $2.64K | 0.00% | +12 | New |
| Van Eck Associates Corp | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| PYA Waltman Capital, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Karlinski Andrew C | 8 | $2.00K | 0.00% | +8 | New |
| Estabrook Capital Management | 8 | $1.76K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Bogart Wealth, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −180,761−100.0% | Sold out |
| Dixon Mitchell Investment Counsel Inc. | 0 | $0 | 0.00% | −96,516−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −27,221−100.0% | Sold out |
| General American Investors Co Inc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,744−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −11,030−100.0% | Sold out |
| Capstone Triton Financial Group, LLC | 0 | $0 | 0.00% | −9,777−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −9,810−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −4,234−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,098−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Robinson Value Management, Ltd. | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |