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 |
|---|---|---|---|---|---|
| Banco de Sabadell, S.A | 5,311 | $1.17M | 0.65% | +483+10.0% | Added |
| Harrison & Co Wealth Management, LLC | 5,270 | $1.16M | 0.98% | +5,270 | New |
| Solstein Capital, LLC | 5,199 | $1.15M | 0.69% | 00.0% | Unchanged |
| 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 |
| Boston Private Wealth LLC | 5,162 | $1.14M | 0.02% | −949−15.5% | Reduced |
| Caldwell Trust Co | 5,163 | $1.14M | 0.13% | −194−3.6% | Reduced |
| Guggenheim Capital LLC | 5,144 | $1.13M | 0.01% | −4,596−47.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,130 | $1.13M | 0.14% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 5,098 | $1.12M | 0.28% | −65−1.3% | Reduced |
| Wealth Alliance | 5,078 | $1.12M | 0.22% | +88+1.8% | Added |
| BCGM Wealth Management, LLC | 5,075 | $1.12M | 0.60% | +282+5.9% | Added |
| Coastal Investment Advisors, Inc. | 5,069 | $1.12M | 0.25% | −27−0.5% | Reduced |
| CWS Financial Advisors, LLC | 4,982 | $1.10M | 0.39% | +4,982 | New |
| Heritage Wealth Advisors | 4,979 | $1.10M | 0.06% | 00.0% | Unchanged |
| Columbia Asset Management | 4,954 | $1.09M | 0.22% | 00.0% | Unchanged |
| 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 |
| Sandy Cove Advisors, LLC | 4,910 | $1.08M | 0.91% | +4,910 | New |
| Wunderlich Capital Managemnt | 4,893 | $1.08M | 0.48% | −58−1.2% | Reduced |
| Comerica Securities,inc. | 4,889 | $1.08M | 0.07% | +216+4.6% | Added |
| Avantax Advisory Services, Inc. | 4,883 | $1.07M | 0.02% | +303+6.6% | Added |
| Tiedemann Advisors, LLC | 4,826 | $1.06M | 0.05% | −158−3.2% | Reduced |
| Marshall Financial Group LLC | 4,822 | $1.06M | 0.39% | +4,822 | New |
| Pekin Hardy Strauss, Inc. | 4,793 | $1.05M | 0.14% | −45−0.9% | Reduced |
| Welch Group, LLC | 4,757 | $1.05M | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,747 | $1.04M | 0.06% | +20.0% | Added |
| Prudential Financial Inc | 5,084 | $1.04M | 0.00% | +51+1.0% | Added |
| Asset Management One Co.,Ltd. | 4,646 | $1.03M | 0.00% | 00.0% | Unchanged |
| 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 |
| Summit Financial, LLC | 4,578 | $1.01M | 0.08% | +1,326+40.8% | Added |
| Ancora Advisors, LLC | 4,516 | $994.0K | 0.02% | −849−15.8% | Reduced |
| Sigma Planning Corp | 4,501 | $991.0K | 0.03% | +186+4.3% | Added |
| Dorsey & Whitney Trust CO LLC | 4,484 | $988.0K | 0.08% | +472+11.8% | Added |
| Pacer Advisors, Inc. | 4,485 | $987.0K | 0.01% | −184−3.9% | Reduced |
| Grimes & Company, Inc. | 4,479 | $986.0K | 0.05% | +15+0.3% | Added |
| Quadrant Capital Group LLC | 4,472 | $984.0K | 0.12% | +1,353+43.4% | Added |
| Johnson Investment Counsel Inc | 4,465 | $983.0K | 0.01% | +54+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,453 | $980.0K | 0.01% | −129−2.8% | Reduced |
| Wedbush Securities Inc | 4,423 | $974.0K | 0.04% | +80+1.8% | Added |
| Regent Investment Management LLC | 4,416 | $972.0K | 0.21% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 4,400 | $969.0K | 0.36% | 00.0% | Unchanged |
| Glenview Trust Co | 4,343 | $956.0K | 0.03% | +125+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,316 | $950.0K | 0.04% | −17−0.4% | Reduced |
| Deutsche Bank AG | 4,290 | $944.0K | 0.00% | −600−12.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,240 | $933.0K | 0.29% | −95−2.2% | Reduced |
| Financial Architects, Inc | 4,233 | $932.0K | 0.13% | +12+0.3% | Added |
| Thoroughbred Financial Services, LLC | 4,213 | $927.0K | 0.19% | +213+5.3% | 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 |
| Jacobi Capital Management LLC | 4,152 | $914.0K | 0.11% | +182+4.6% | Added |
| 9258 Wealth Management, LLC | 4,123 | $908.0K | 0.21% | +376+10.0% | Added |
| Greenleaf Trust | 4,103 | $903.0K | 0.01% | +131+3.3% | Added |
| 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 |
| Covington Capital Management | 4,075 | $897.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,065 | $895.0K | 0.03% | −1,138−21.9% | Reduced |
| 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 |
| Parallel Advisors, LLC | 4,025 | $886.0K | 0.03% | +369+10.1% | Added |
| Cerity Partners LLC | 3,976 | $876.0K | 0.01% | +1,941+95.4% | Added |
| AE Wealth Management LLC | 3,976 | $875.0K | 0.01% | −147−3.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,960 | $872.0K | 0.03% | −22−0.6% | Reduced |
| Evergreen Capital Management LLC | 3,889 | $856.0K | 0.03% | +145+3.9% | Added |
| First National Trust Co | 3,885 | $855.0K | 0.04% | +40+1.0% | Added |
| Veritable, L.P. | 3,866 | $851.0K | 0.01% | +10.0% | Added |
| Royal Capital Wealth Management, LLC | 3,848 | $847.0K | 0.82% | +3,848 | New |
| JBJ Investment Partners, LLC | 3,814 | $840.0K | 0.17% | −1,101−22.4% | Reduced |
| Summitry LLC | 3,813 | $839.0K | 0.05% | +3,813 | New |
| 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 |
| Mitchell & Pahl Private Wealth, LLC | 3,769 | $830.0K | 0.53% | +99+2.7% | Added |
| Highlander Capital Management, LLC | 3,750 | $826.0K | 0.38% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,733 | $822.0K | 0.06% | −1,189−24.2% | Reduced |
| Cetera Advisors LLC | 3,731 | $821.0K | 0.02% | −1,019−21.5% | Reduced |
| Atlas Private Wealth Management | 3,721 | $819.0K | 0.46% | −124−3.2% | Reduced |
| Affiance Financial, LLC | 3,703 | $815.0K | 0.34% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,691 | $812.5K | 0.08% | +2,324+170.0% | Added |
| CAPROCK Group, Inc. | 3,678 | $810.0K | 0.07% | −163−4.2% | Reduced |
| 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 |
| Texas Yale Capital Corp. | 3,665 | $807.0K | 0.04% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,631 | $800.0K | 0.07% | +3,631 | New |
| King Luther Capital Management Corp | 3,628 | $799.0K | 0.00% | +48+1.3% | 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 |
| 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 |
| Avalon Investment & Advisory | 3,493 | $769.0K | 0.02% | −2,053−37.0% | Reduced |
| First Nebraska Trust Co | 3,466 | $763.0K | 0.09% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,464 | $763.0K | 0.19% | +16+0.5% | Added |
| Silvercrest Asset Management Group LLC | 3,463 | $762.0K | 0.00% | −48−1.4% | Reduced |
| Janus Henderson Group PLC | 3,454 | $760.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,450 | $759.0K | 0.08% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 3,431 | $755.0K | 0.66% | +3,431 | New |
| Bard Financial Services, Inc. | 3,425 | $754.0K | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,417 | $752.0K | 0.07% | −10.0% | Reduced |