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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 2,036 | $448.0K | 0.13% | −326−13.8% | Reduced |
| Stock Yards Bank & Trust Co | 2,028 | $447.0K | 0.02% | +348+20.7% | Added |
| Cambridge Trust Co | 2,030 | $447.0K | 0.01% | +2,030 | New |
| Garde Capital, Inc. | 2,025 | $446.0K | 0.04% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,015 | $444.0K | 0.19% | −70−3.4% | Reduced |
| Grove Bank & Trust | 2,006 | $441.0K | 0.08% | 00.0% | Unchanged |
| Headinvest, LLC | 1,997 | $440.0K | 0.08% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,988 | $438.0K | 0.13% | −165−7.7% | Reduced |
| Geneos Wealth Management Inc. | 1,986 | $437.0K | 0.02% | −173−8.0% | Reduced |
| Proequities, Inc. | 1,985 | $437.0K | 0.02% | −17−0.8% | Reduced |
| First City Capital Management, Inc. | 2,122 | $435.0K | 0.24% | −85−3.9% | Reduced |
| Kingsview Wealth Management, LLC | 1,963 | $432.0K | 0.02% | −156−7.4% | Reduced |
| Enterprise Financial Services Corp | 1,953 | $430.0K | 0.07% | −556−22.2% | Reduced |
| First National Corp | 1,948 | $429.0K | 0.10% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,924 | $424.0K | 0.11% | +51+2.7% | Added |
| Financial & Tax Architects, LLC | 1,925 | $423.8K | 0.17% | +1,925 | New |
| Legacy Bridge, LLC | 1,902 | $419.0K | 0.22% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 1,900 | $418.0K | 0.12% | −100−5.0% | Reduced |
| Sage Rhino Capital LLC | 1,890 | $416.0K | 0.12% | +168+9.8% | Added |
| One Wealth Advisors, LLC | 1,876 | $413.0K | 0.10% | +9+0.5% | Added |
| Marcum Wealth, LLC | 1,862 | $410.0K | 0.06% | −81−4.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,864 | $410.0K | 0.01% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,858 | $409.0K | 0.09% | +57+3.2% | Added |
| CWM, LLC | 1,854 | $408.0K | 0.00% | +1,854 | New |
| Moody National Bank Trust Division | 1,845 | $406.0K | 0.01% | −9,197−83.3% | Reduced |
| Arete Wealth Advisors, LLC | 1,823 | $402.0K | 0.03% | +1,823 | New |
| Aptus Capital Advisors, LLC | 1,817 | $400.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,803 | $397.0K | 0.02% | +21+1.2% | Added |
| Round Table Services, LLC | 1,801 | $396.0K | 0.07% | +91+5.3% | Added |
| OneAscent Wealth Management LLC | 1,785 | $393.0K | 0.98% | −38−2.1% | Reduced |
| Norway Savings Bank | 1,783 | $392.0K | 0.17% | +55+3.2% | Added |
| Inscription Capital, LLC | 1,773 | $390.0K | 0.11% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,764 | $388.0K | 0.07% | +1,764 | New |
| Sargent Bickham Lagudis LLC | 1,755 | $386.0K | 0.03% | −49−2.7% | Reduced |
| Northeast Investment Management | 1,755 | $386.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,750 | $385.0K | 0.06% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,750 | $385.0K | 0.05% | +1,750 | New |
| Wealthspire Advisors, LLC | 1,746 | $384.0K | 0.01% | −924−34.6% | Reduced |
| Personal Capital Advisors Corp | 1,726 | $380.0K | 0.00% | +264+18.1% | Added |
| Reynders McVeigh Capital Management, LLC | 1,706 | $376.0K | 0.02% | +1,706 | New |
| Vista Wealth Management Group, LLC | 1,703 | $375.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,705 | $375.0K | 0.08% | +59+3.6% | Added |
| Quantbot Technologies LP | 1,695 | $373.0K | 0.03% | +1,695 | New |
| Eagle Ridge Investment Management | 1,681 | $370.0K | 0.04% | −30−1.8% | Reduced |
| Quad-Cities Investment Group, LLC | 1,678 | $369.0K | 0.23% | −138−7.6% | Reduced |
| First National Bank of Hutchinson | 1,676 | $369.0K | 0.21% | +51+3.1% | Added |
| TD Private Client Wealth LLC | 1,664 | $366.3K | 0.02% | −373−18.3% | Reduced |
| Capital Investment Advisory Services, LLC | 1,658 | $365.0K | 0.04% | +16+1.0% | Added |
| Newman Dignan & Sheerar, Inc. | 1,651 | $363.0K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,642 | $361.0K | 0.02% | −301−15.5% | Reduced |
| Sonora Investment Management Group, LLC | 1,630 | $359.0K | 0.04% | +1,630 | New |
| Resources Management Corp | 1,626 | $358.0K | 0.05% | −10−0.6% | Reduced |
| Western Wealth Management, LLC | 1,623 | $358.0K | 0.04% | +1,623 | New |
| Willner & Heller, LLC | 1,850 | $357.0K | 0.47% | +1,850 | New |
| EP Wealth Advisors, LLC | 1,616 | $356.0K | 0.01% | −260−13.9% | Reduced |
| Allen Investment Management LLC | 1,615 | $356.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,609 | $354.0K | 0.01% | +3+0.2% | Added |
| Anchor Capital Advisors LLC | 1,600 | $352.0K | 0.01% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,590 | $350.0K | 0.19% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 1,580 | $348.0K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,578 | $347.0K | 0.02% | +8+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,578 | $347.0K | 0.00% | +1,578 | New |
| J.W. Cole Advisors, Inc. | 1,570 | $346.0K | 0.02% | −50−3.1% | Reduced |
| Wade G W & Inc | 1,572 | $346.0K | 0.02% | +1+0.1% | Added |
| Centaurus Financial, Inc. | 1,573 | $346.0K | 0.03% | +364+30.1% | Added |
| Cozad Asset Management Inc | 1,569 | $345.0K | 0.05% | 00.0% | Unchanged |
| Tdam USA Inc. | 1,568 | $345.0K | 0.02% | +33+2.1% | Added |
| Lyell Wealth Management, LP | 1,548 | $341.0K | 0.04% | 00.0% | Unchanged |
| Jeereddi Investments, LP | 1,551 | $341.0K | 0.34% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,550 | $341.0K | 0.15% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,706 | $339.0K | 0.02% | +1+0.1% | Added |
| Carret Asset Management, LLC | 1,536 | $338.0K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,534 | $337.0K | 0.01% | −67−4.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,524 | $336.0K | 0.01% | −161−9.6% | Reduced |
| Everett Harris & Co | 1,528 | $336.0K | 0.00% | −23−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 1,527 | $336.0K | 0.02% | +8+0.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,515 | $334.0K | 0.10% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,508 | $331.0K | 0.14% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 1,500 | $330.0K | 0.10% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,500 | $330.0K | 0.09% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,500 | $330.0K | 0.19% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 1,495 | $329.0K | 0.05% | +1,495 | New |
| Financial Counselors Inc | 1,491 | $328.0K | 0.01% | −1,428−48.9% | Reduced |
| Linscomb & Williams, Inc. | 1,476 | $325.0K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 1,470 | $324.0K | 0.01% | +157+12.0% | Added |
| EverSource Wealth Advisors, LLC | 1,471 | $324.0K | 0.09% | +1,471 | New |
| Knuff & Co LLC | 1,469 | $323.0K | 0.10% | −200−12.0% | Reduced |
| Fundamentun, LLC | 1,449 | $319.0K | 0.05% | −609−29.6% | Reduced |
| Jeppson Wealth Management, LLC | 1,450 | $319.0K | 0.15% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,440 | $317.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,436 | $316.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 1,433 | $316.0K | 0.05% | 00.0% | Unchanged |
| Quilter Plc | 1,428 | $315.0K | 0.01% | −219−13.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,432 | $315.0K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,427 | $314.0K | 0.00% | −11,777−89.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,425 | $314.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,420 | $313.0K | 0.06% | +3+0.2% | Added |
| Noesis Capital Mangement Corp | 1,418 | $312.0K | 0.06% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,412 | $311.0K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,406 | $310.0K | 0.01% | +1,406 | New |