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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
West Family Investments, Inc.2,036$448.0K0.13%−326−13.8%Reduced
Stock Yards Bank & Trust Co2,028$447.0K0.02%+348+20.7%Added
Cambridge Trust Co2,030$447.0K0.01%+2,030New
Garde Capital, Inc.2,025$446.0K0.04%00.0%Unchanged
TFG Advisers LLC2,015$444.0K0.19%−70−3.4%Reduced
Grove Bank & Trust2,006$441.0K0.08%00.0%Unchanged
Headinvest, LLC1,997$440.0K0.08%00.0%Unchanged
KB Financial Partners, LLC1,988$438.0K0.13%−165−7.7%Reduced
Geneos Wealth Management Inc.1,986$437.0K0.02%−173−8.0%Reduced
Proequities, Inc.1,985$437.0K0.02%−17−0.8%Reduced
First City Capital Management, Inc.2,122$435.0K0.24%−85−3.9%Reduced
Kingsview Wealth Management, LLC1,963$432.0K0.02%−156−7.4%Reduced
Enterprise Financial Services Corp1,953$430.0K0.07%−556−22.2%Reduced
First National Corp1,948$429.0K0.10%00.0%Unchanged
BSW Wealth Partners1,924$424.0K0.11%+51+2.7%Added
Financial & Tax Architects, LLC1,925$423.8K0.17%+1,925New
Legacy Bridge, LLC1,902$419.0K0.22%00.0%Unchanged
Concentric Wealth Management, LLC1,900$418.0K0.12%−100−5.0%Reduced
Sage Rhino Capital LLC1,890$416.0K0.12%+168+9.8%Added
One Wealth Advisors, LLC1,876$413.0K0.10%+9+0.5%Added
Marcum Wealth, LLC1,862$410.0K0.06%−81−4.2%Reduced
Carnegie Capital Asset Management, LLC1,864$410.0K0.01%00.0%Unchanged
YorkBridge Wealth Partners, LLC1,858$409.0K0.09%+57+3.2%Added
CWM, LLC1,854$408.0K0.00%+1,854New
Moody National Bank Trust Division1,845$406.0K0.01%−9,197−83.3%Reduced
Arete Wealth Advisors, LLC1,823$402.0K0.03%+1,823New
Aptus Capital Advisors, LLC1,817$400.0K0.01%00.0%Unchanged
Moneta Group Investment Advisors LLC1,803$397.0K0.02%+21+1.2%Added
Round Table Services, LLC1,801$396.0K0.07%+91+5.3%Added
OneAscent Wealth Management LLC1,785$393.0K0.98%−38−2.1%Reduced
Norway Savings Bank1,783$392.0K0.17%+55+3.2%Added
Inscription Capital, LLC1,773$390.0K0.11%00.0%Unchanged
Ropes Wealth Advisors LLC1,764$388.0K0.07%+1,764New
Sargent Bickham Lagudis LLC1,755$386.0K0.03%−49−2.7%Reduced
Northeast Investment Management1,755$386.0K0.02%00.0%Unchanged
Paragon Capital Management Ltd1,750$385.0K0.06%00.0%Unchanged
Circle Wealth Management, LLC1,750$385.0K0.05%+1,750New
Wealthspire Advisors, LLC1,746$384.0K0.01%−924−34.6%Reduced
Personal Capital Advisors Corp1,726$380.0K0.00%+264+18.1%Added
Reynders McVeigh Capital Management, LLC1,706$376.0K0.02%+1,706New
Vista Wealth Management Group, LLC1,703$375.0K0.06%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,705$375.0K0.08%+59+3.6%Added
Quantbot Technologies LP1,695$373.0K0.03%+1,695New
Eagle Ridge Investment Management1,681$370.0K0.04%−30−1.8%Reduced
Quad-Cities Investment Group, LLC1,678$369.0K0.23%−138−7.6%Reduced
First National Bank of Hutchinson1,676$369.0K0.21%+51+3.1%Added
TD Private Client Wealth LLC1,664$366.3K0.02%−373−18.3%Reduced
Capital Investment Advisory Services, LLC1,658$365.0K0.04%+16+1.0%Added
Newman Dignan & Sheerar, Inc.1,651$363.0K0.11%00.0%Unchanged
RSM US Wealth Management LLC1,642$361.0K0.02%−301−15.5%Reduced
Sonora Investment Management Group, LLC1,630$359.0K0.04%+1,630New
Resources Management Corp1,626$358.0K0.05%−10−0.6%Reduced
Western Wealth Management, LLC1,623$358.0K0.04%+1,623New
Willner & Heller, LLC1,850$357.0K0.47%+1,850New
EP Wealth Advisors, LLC1,616$356.0K0.01%−260−13.9%Reduced
Allen Investment Management LLC1,615$356.0K0.00%00.0%Unchanged
Equitable Holdings, Inc.1,609$354.0K0.01%+3+0.2%Added
Anchor Capital Advisors LLC1,600$352.0K0.01%00.0%Unchanged
Garrison Asset Management, LLC1,590$350.0K0.19%00.0%Unchanged
Baskin Financial Services Inc.1,580$348.0K0.03%00.0%Unchanged
Howland Capital Management LLC1,578$347.0K0.02%+8+0.5%Added
Allspring Global Investments Holdings, LLC1,578$347.0K0.00%+1,578New
J.W. Cole Advisors, Inc.1,570$346.0K0.02%−50−3.1%Reduced
Wade G W & Inc1,572$346.0K0.02%+1+0.1%Added
Centaurus Financial, Inc.1,573$346.0K0.03%+364+30.1%Added
Cozad Asset Management Inc1,569$345.0K0.05%00.0%Unchanged
Tdam USA Inc.1,568$345.0K0.02%+33+2.1%Added
Lyell Wealth Management, LP1,548$341.0K0.04%00.0%Unchanged
Jeereddi Investments, LP1,551$341.0K0.34%00.0%Unchanged
Total Clarity Wealth Management, Inc.1,550$341.0K0.15%00.0%Unchanged
Chicago Partners Investment Group LLC1,706$339.0K0.02%+1+0.1%Added
Carret Asset Management, LLC1,536$338.0K0.04%00.0%Unchanged
FineMark National Bank & Trust1,534$337.0K0.01%−67−4.2%Reduced
Buckingham Strategic Wealth, LLC1,524$336.0K0.01%−161−9.6%Reduced
Everett Harris & Co1,528$336.0K0.00%−23−1.5%Reduced
Stratos Wealth Advisors, LLC1,527$336.0K0.02%+8+0.5%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,515$334.0K0.10%00.0%Unchanged
Schulhoff & Co Inc1,508$331.0K0.14%00.0%Unchanged
Argyle Capital Management Inc.1,500$330.0K0.10%00.0%Unchanged
Baldwin Investment Management, LLC1,500$330.0K0.09%00.0%Unchanged
Tacita Capital Inc1,500$330.0K0.19%00.0%Unchanged
Lombard Odier Asset Management (USA) Corp1,495$329.0K0.05%+1,495New
Financial Counselors Inc1,491$328.0K0.01%−1,428−48.9%Reduced
Linscomb & Williams, Inc.1,476$325.0K0.02%00.0%Unchanged
Balentine LLC1,470$324.0K0.01%+157+12.0%Added
EverSource Wealth Advisors, LLC1,471$324.0K0.09%+1,471New
Knuff & Co LLC1,469$323.0K0.10%−200−12.0%Reduced
Fundamentun, LLC1,449$319.0K0.05%−609−29.6%Reduced
Jeppson Wealth Management, LLC1,450$319.0K0.15%00.0%Unchanged
Aureus Asset Management, LLC1,440$317.0K0.02%00.0%Unchanged
Webster Bank, N. A.1,436$316.0K0.03%00.0%Unchanged
Keel Point, LLC1,433$316.0K0.05%00.0%Unchanged
Quilter Plc1,428$315.0K0.01%−219−13.3%Reduced
Walter & Keenan Financial Consulting Co1,432$315.0K0.10%00.0%Unchanged
Susquehanna International Group, LLP1,427$314.0K0.00%−11,777−89.2%Reduced
Penobscot Investment Management Company, Inc.1,425$314.0K0.04%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,420$313.0K0.06%+3+0.2%Added
Noesis Capital Mangement Corp1,418$312.0K0.06%00.0%Unchanged
Earnest Partners LLC1,412$311.0K0.00%00.0%Unchanged
HB Wealth Management, LLC1,406$310.0K0.01%+1,406New