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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 1,056 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ4 2021: $12.0B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2021.

Institutions holding DEO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Atlas Capital Advisors LLC3,412$751.1K0.11%00.0%Unchanged
Advisor OS, LLC3,407$751.0K0.15%+207+6.5%Added
Brandywine Oak Private Wealth LLC3,411$750.0K0.08%−19−0.6%Reduced
Wealthsource Partners, LLC3,392$747.0K0.06%−155−4.4%Reduced
HBK Sorce Advisory LLC3,394$747.0K0.04%+86+2.6%Added
Qube Research & Technologies Ltd3,373$743.0K0.01%−9,654−74.1%Reduced
Salvus Wealth Management, LLC3,372$742.0K0.54%+122+3.8%Added
Venturi Wealth Management, LLC3,301$727.0K0.06%+1,191+56.4%Added
Regentatlantic Capital LLC3,299$726.0K0.02%−18−0.5%Reduced
Impax Asset Management Group plc3,199$704.0K0.00%+3,199New
Cohen Investment Advisors LLC3,177$699.0K0.50%+3+0.1%Added
Benjamin Edwards Inc3,112$685.0K0.22%+3,112New
Ironwood Investment Counsel, LLC3,094$681.0K0.16%−24−0.8%Reduced
Murphy Pohlad Asset Management LLC3,082$678.0K0.27%00.0%Unchanged
Rehmann Capital Advisory Group3,025$666.0K0.06%−12−0.4%Reduced
InterOcean Capital Group, LLC3,017$664.0K0.03%−196−6.1%Reduced
Alhambra Investment Partners LLC3,015$664.0K0.46%00.0%Unchanged
Woodley Farra Manion Portfolio Management Inc3,000$660.0K0.05%00.0%Unchanged
Amplius Wealth Advisors, LLC2,997$659.0K0.09%+2,997New
Lido Advisors, LLC2,993$658.0K0.01%−219−6.8%Reduced
180 Wealth Advisors, LLC3,209$652.0K0.15%−135−4.0%Reduced
Corient Capital Partners, LLC2,934$646.0K0.04%−124−4.1%Reduced
Sequoia Financial Advisors, LLC2,933$646.0K0.02%+2,933New
Sofos Investments, Inc.4,481$641.0K0.05%+1,482+49.4%Added
Meristem Family Wealth, LLC2,910$641.0K0.05%−75−2.5%Reduced
Checchi Capital Advisers, LLC2,914$641.0K0.07%+57+2.0%Added
Royal Fund Management, LLC2,906$639.0K0.09%−289−9.0%Reduced
Palisade Capital Management LLC2,882$634.0K0.01%+2,882New
Becker Capital Management Inc2,813$619.0K0.02%−104−3.6%Reduced
Fca Corp2,800$616.0K0.21%00.0%Unchanged
Integrated Advisors Network LLC2,794$615.0K0.04%−28−1.0%Reduced
Henry James International Management, Inc.2,783$613.0K0.19%+2+0.1%Added
Nuveen Asset Management, LLC2,766$609.0K0.00%−222−7.4%Reduced
Ellevest, Inc.2,748$605.0K0.05%+374+15.8%Added
Lester Murray Antman dba SimplyRich2,745$604.0K0.20%00.0%Unchanged
OmniStar Financial Group, Inc.2,735$602.0K0.62%+1,693+162.5%Added
Essex Savings Bank2,665$587.0K0.20%−3−0.1%Reduced
Valmark Advisers, Inc.2,659$585.0K0.01%−11−0.4%Reduced
Cypress Capital Group2,650$583.0K0.07%−1,630−38.1%Reduced
Pitti Group Wealth Management, LLC2,650$583.0K0.65%+2,650New
Banco Santander, S.A.2,645$582.0K0.00%−550−17.2%Reduced
Cresset Asset Management, LLC2,639$581.0K0.01%−2,882−52.2%Reduced
Veriti Management LLC2,637$581.0K0.08%+159+6.4%Added
Dorchester Wealth Management Co2,615$576.0K0.11%00.0%Unchanged
Meixler Investment Management, Ltd.2,612$575.0K0.59%+2,612New
Ballentine Partners, LLC2,594$571.0K0.02%+120+4.9%Added
South Shore Capital Advisors2,594$571.0K0.93%+138+5.6%Added
Mitchell Sinkler & Starr2,590$570.0K0.17%00.0%Unchanged
Founders Financial Alliance, LLC2,584$569.0K0.23%−43−1.6%Reduced
Forum Financial Management, LP2,585$569.0K0.03%+2,585New
Budros, Ruhlin & Roe, Inc.2,559$563.0K0.06%00.0%Unchanged
Beaumont Financial Partners, LLC2,537$559.0K0.04%−498−16.4%Reduced
Inlet Private Wealth, LLC2,537$558.0K0.14%00.0%Unchanged
Rathbone Brothers plc2,487$547.0K0.01%+27+1.1%Added
Cary Street Partner Investment Advisory LLC2,487$547.0K0.15%+254+11.4%Added
Cable Hill Partners, LLC2,480$546.0K0.11%+118+5.0%Added
Formidable Asset Management, LLC2,461$545.0K0.10%−40−1.6%Reduced
Pitcairn Co2,476$545.0K0.04%−19−0.8%Reduced
Bryn Mawr Trust Co2,474$545.0K0.02%+121+5.1%Added
Fort Washington Investment Advisors Inc2,450$539.0K0.00%−100−3.9%Reduced
Aevitas Wealth Management, Inc.2,446$538.0K0.32%+9+0.4%Added
Altium Wealth Management LLC2,431$535.0K0.03%+2,431New
Roman Butler Fullerton & Co2,392$527.0K0.23%00.0%Unchanged
NTB Financial Corp2,395$527.0K0.37%+2,395New
High Pointe Capital Management LLC2,370$522.0K0.35%00.0%Unchanged
Fulton Breakefield Broenniman LLC2,332$513.0K0.04%+48+2.1%Added
Laraway Financial Inc2,330$513.0K0.46%+2,330New
Cullinan Associates Inc2,300$506.0K0.03%00.0%Unchanged
Clarius Group, LLC2,298$506.0K0.04%+736+47.1%Added
Lincoln National Corp2,256$496.0K0.01%−29−1.3%Reduced
Dearborn Partners LLC2,255$496.0K0.02%+178+8.6%Added
Mission Wealth Management, LP2,246$494.0K0.02%+113+5.3%Added
O'Brien Greene & Co. Inc2,229$491.0K0.16%+159+7.7%Added
MMBG Investment Advisors Co.2,232$491.0K0.05%+2,232New
Vise Technologies, Inc.2,214$487.0K0.13%+2,214New
Fieldpoint Private Securities, LLC2,208$486.0K0.10%+4+0.2%Added
Hardman Johnston Global Advisors LLC2,200$484.0K0.01%00.0%Unchanged
Independent Advisor Alliance2,194$483.0K0.02%−40−1.8%Reduced
Shelton Capital Management2,190$482.0K0.02%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,176$479.0K0.02%+2,176New
Clearstead Advisors, LLC2,161$476.0K0.03%−307−12.4%Reduced
Private Trust Co NA2,152$474.0K0.07%−73−3.3%Reduced
Gofen & Glossberg LLC2,151$473.0K0.01%−28−1.3%Reduced
Nicholas Hoffman & Company, LLC.2,139$471.0K0.02%+330+18.2%Added
Fiera Capital Corp2,127$468.0K0.00%−144−6.3%Reduced
Zuckerman Investment Group, LLC2,125$468.0K0.07%00.0%Unchanged
Schrum Private Wealth Management LLC2,121$468.0K0.43%+2,121New
Murphy Capital Management Inc2,125$467.0K0.05%−100−4.5%Reduced
Northwest Quadrant Wealth Management, LLC2,121$467.0K0.13%+20+1.0%Added
Virtu Financial LLC2,107$464.0K0.05%+2,107New
Aries Wealth Management2,099$462.0K0.18%+50+2.4%Added
Mark Stevens2,088$460.0K0.05%+54+2.7%Added
Legacy Capital Partners, Inc.2,085$459.0K0.15%00.0%Unchanged
Fusion Capital, LLC2,083$459.0K0.23%+25+1.2%Added
LCNB Corp2,083$459.0K0.21%+124+6.3%Added
Aaron Wealth Advisors2,088$459.0K0.13%+160+8.3%Added
Logan Capital Management Inc2,080$458.0K0.02%00.0%Unchanged
NTV Asset Management LLC2,075$457.0K0.08%00.0%Unchanged
Personal Cfo Solutions, LLC2,056$453.0K0.08%+68+3.4%Added
Richwood Investment Advisors, LLC2,044$450.0K0.39%+2,044New