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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
Bank of Nova Scotia Trust Co1,404$309.0K0.03%−559−28.5%Reduced
OneAscent Financial Services LLC1,396$307.0K0.59%−48−3.3%Reduced
Sunbelt Securities, Inc.1,491$306.0K0.05%−36−2.4%Reduced
SOL Capital Management CO1,380$304.0K0.05%00.0%Unchanged
Tower Research Capital LLC (TRC)1,373$303.0K0.01%+572+71.4%Added
Hills Bank & Trust Co1,373$302.0K0.04%−350−20.3%Reduced
Van Hulzen Asset Management, LLC1,373$302.0K0.03%00.0%Unchanged
Beacon Investment Advisory Services, Inc.1,371$302.0K0.01%+95+7.4%Added
Capital Group Private Client Services, Inc.1,361$300.0K0.00%−173−11.3%Reduced
Oder Investment Management, LLC1,359$299.0K0.42%−82−5.7%Reduced
Coldstream Capital Management Inc1,359$299.0K0.01%+1,359New
Enhancing Capital LLC1,350$297.0K0.32%+1,350New
Bailard, Inc.1,344$296.0K0.01%+81+6.4%Added
Carroll Financial Associates, Inc.1,332$293.0K0.02%−62−4.4%Reduced
Texas Capital Bancshares Inc1,328$292.0K0.17%−8−0.6%Reduced
Sanders Morris Harris LLC1,325$292.0K0.05%00.0%Unchanged
Claro Advisors LLC1,325$292.0K0.11%+118+9.8%Added
Centennial Wealth Advisory LLC1,323$291.0K0.16%00.0%Unchanged
Harbor Investment Advisory, LLC1,323$291.0K0.04%+5+0.4%Added
SeaCrest Wealth Management, LLC1,319$290.0K0.03%+6+0.5%Added
Legacy Wealth Planning, LLC1,315$289.0K0.33%00.0%Unchanged
Graypoint LLC1,313$289.0K0.03%+49+3.9%Added
Modera Wealth Management, LLC1,305$287.0K0.01%−36−2.7%Reduced
Harvey Investment Co LLC1,304$287.0K0.03%00.0%Unchanged
Titleist Asset Management, Ltd.1,304$287.0K0.06%+1,304New
Professional Advisory Services Inc1,300$286.0K0.04%00.0%Unchanged
Shufro Rose & Co LLC1,300$286.0K0.02%00.0%Unchanged
Parthenon LLC1,300$286.0K0.04%00.0%Unchanged
Optas, LLC1,298$286.0K0.08%+8+0.6%Added
Burt Wealth Advisors1,296$285.0K0.09%00.0%Unchanged
Financial Advocates Investment Management1,293$285.0K0.02%+19+1.5%Added
Anchor Investment Management, LLC1,294$284.9K0.04%00.0%Unchanged
Financial Engines Advisors L.L.C.1,284$283.0K0.00%−1,859−59.1%Reduced
Dynamic Advisor Solutions LLC1,284$283.0K0.02%−67−5.0%Reduced
St Germain D J Co Inc1,285$283.0K0.02%00.0%Unchanged
Heron Financial Group, LLC1,369$282.0K0.15%−15−1.1%Reduced
Resources Investment Advisors, LLC.1,280$282.0K0.01%+30+2.4%Added
M&R Capital Management Inc1,270$279.0K0.06%00.0%Unchanged
LS Investment Advisors, LLC1,258$277.0K0.04%00.0%Unchanged
Birch Hill Investment Advisors LLC1,250$275.0K0.01%−140−10.1%Reduced
Tradewinds Capital Management, LLC1,250$275.0K0.04%00.0%Unchanged
AdvisorNet Financial, Inc1,242$273.0K0.02%−1,098−46.9%Reduced
Capital One Financial Corp1,235$272.0K0.03%00.0%Unchanged
Hemenway Trust Co LLC1,235$272.0K0.02%00.0%Unchanged
Excalibur Management Corp1,229$271.0K0.11%00.0%Unchanged
Biltmore Family Office, LLC1,225$270.0K0.05%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC1,227$270.0K0.13%+27+2.3%Added
Clifford Swan Investment Counsel LLC1,227$270.0K0.01%+1,227New
Freestone Capital Holdings, LLC1,225$270.0K0.01%+1,225New
Arkadios Wealth Advisors1,224$269.0K0.04%+38+3.2%Added
Clare Market Investments LLC1,215$267.4K0.07%−468−27.8%Reduced
Alliancebernstein L.P.1,215$267.0K0.00%+1,215New
Principle Wealth Partners LLC1,193$263.0K0.03%00.0%Unchanged
Taurus Asset Management, LLC1,188$262.0K0.02%−255−17.7%Reduced
First Midwest Bank Trust Division1,190$262.0K0.03%+11+0.9%Added
Rosenberg Matthew Hamilton1,189$262.0K0.09%+212+21.7%Added
Advisors Capital Management, LLC1,177$259.0K0.01%−327−21.7%Reduced
Thompson Siegel & Walmsley LLC1,175$259.0K0.00%00.0%Unchanged
Private Capital Group, LLC1,164$256.0K0.05%−49−4.0%Reduced
Raab & Moskowitz Asset Management LLC1,161$256.0K0.08%00.0%Unchanged
Appleton Partners Inc1,158$255.0K0.02%+1,158New
American Portfolios Advisors1,156$254.4K0.01%−534−31.6%Reduced
Quest Capital Management Inc1,147$253.0K0.04%−15−1.3%Reduced
Pacitti Group Inc.1,149$253.0K0.16%+1+0.1%Added
Roberts Glore & Co Inc1,145$252.0K0.07%00.0%Unchanged
Vontobel Holding Ltd.1,143$251.0K0.00%−206−15.3%Reduced
SlateStone Wealth, LLC1,134$250.0K0.05%00.0%Unchanged
1st Source Bank1,131$249.0K0.01%00.0%Unchanged
Legacy Financial Advisors, Inc.1,130$249.0K0.06%+1,130New
American National Insurance Co1,125$248.0K0.05%−9,125−89.0%Reduced
SOA Wealth Advisors, LLC.1,131$247.0K0.06%+13+1.2%Added
Hofer & Associates. Inc1,124$247.0K0.22%+1,124New
Flagship Harbor Advisors, LLC1,120$246.0K0.02%−106−8.6%Reduced
Doyle Wealth Management1,114$245.0K0.02%−524−32.0%Reduced
Sage Private Wealth Group, LLC1,113$245.0K0.30%−10−0.9%Reduced
Ameritas Advisory Services, LLC1,111$245.0K0.01%+1,111New
Burke & Herbert Bank & Trust Co1,110$244.0K0.14%00.0%Unchanged
Associated Banc-Corp1,103$243.0K0.01%00.0%Unchanged
Resource Management, LLC1,102$243.0K0.03%00.0%Unchanged
Magnolia Capital Advisors LLC1,104$243.0K0.07%+9+0.8%Added
Bristlecone Advisors, LLC1,100$242.0K0.03%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach1,100$242.0K0.06%00.0%Unchanged
Investment Partners, Ltd.1,099$242.0K0.10%+7+0.6%Added
Blue Barn Wealth, LLC1,099$242.0K0.16%+6+0.5%Added
Beese Fulmer Investment Management, Inc.1,099$242.0K0.03%+1,099New
Brighton Jones LLC1,101$242.0K0.01%+1,101New
Avidian Wealth Solutions, LLC1,101$242.0K0.02%+1,101New
Heritage Investment Group, Inc.1,100$242.0K0.19%+1,100New
Argent Trust Co1,097$241.0K0.01%+31+2.9%Added
Opal Wealth Advisors, LLC1,094$241.0K0.15%+1,094New
Salem Investment Counselors Inc1,085$239.0K0.01%00.0%Unchanged
MJP Associates Inc1,082$239.0K0.07%+1,082New
LVM Capital Management Ltd1,075$237.0K0.03%00.0%Unchanged
Lowe Brockenbrough & Co Inc1,074$236.0K0.02%00.0%Unchanged
Hilltop Holdings Inc.1,065$235.0K0.02%−476−30.9%Reduced
King Wealth1,069$235.0K0.04%00.0%Unchanged
Focus Financial Network, Inc.1,064$234.1K0.03%−1,120−51.3%Reduced
Liberty Wealth Management LLC–$234.0K0.09%––
Mitchell McLeod Pugh & Williams Inc1,065$234.0K0.08%00.0%Unchanged
Coerente Capital Management1,065$234.0K0.04%00.0%Unchanged