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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

Q1 2022 vs. Q4 2021

How the institutions holding Diageo PLC changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of DEO: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1,056161,028−12
Shares55.1M143.2K54.9M−88.8K (−0.2%)
Value$12.0B$31.5M$11.1B−$946.1M (−7.9%)

16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held Diageo PLC at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to DEO in Q1 2022
InstitutionSharesValue% of portfolio
Cambiar Investors LLC99,410$20.2M0.76%
WealthPlan Investment Management, LLC76,015$15.1M1.05%
Orbis Allan Gray Ltd60,710$12.3M0.09%
AMS Capital Ltda57,330$11.6M4.39%
LMCG Investments, LLC46,329$9.41M0.55%
Allen Mooney & Barnes Investment Advisors LLC34,787$7.07M1.57%
Dakota Wealth Management27,693$5.63M0.46%
First American Bank18,834$3.83M0.32%
APG Asset Management N.V.19,500$3.56M0.01%
Assenagon Asset Management S.A.15,550$3.16M0.01%
Maverick Capital LtdSuperinvestorMaverick Capital9,177$1.86M0.03%
Capstone Triton Financial Group, LLC9,177$1.83M1.28%
Verition Fund Management LLC8,605$1.75M0.03%
SS&H Financial Advisors, Inc.7,950$1.61M0.63%
Horizon Investments, LLC7,903$1.60M0.05%
M Holdings Securities, Inc.7,835$1.59M0.12%
Segall Bryant & Hamill, LLC5,916$1.20M0.01%
Voloridge Investment Management, LLC4,965$1.01M0.01%
Atria Wealth Solutions, Inc.4,774$977.0K0.02%
Eudaimonia Partners, LLC4,270$867.0K0.15%
Moreno Evelyn V4,130$839.0K0.17%
Millennium Management LLC3,881$788.0K0.00%
L.M. Kohn & Company3,400$691.0K0.27%
Summit Trail Advisors, LLC3,003$614.0K0.05%
Principal Street Partners, LLC2,587$530.0K0.12%
Nwam LLC2,602$528.0K0.04%
Americana Partners, LLC4,434$445.0K0.14%
Kovack Advisors, Inc.1,999$406.0K0.04%
Mirador Capital Partners LP1,858$377.0K0.08%
Bulltick Wealth Management, LLC1,755$358.8K0.08%
Balyasny Asset Management LLC1,732$352.0K0.00%
Hazlett, Burt & Watson, Inc.1,675$341.0K0.27%
Epoch Investment Partners, Inc.1,585$322.0K0.00%
Norris Perne & French LLP1,555$316.0K0.03%
Charles Schwab Investment Advisory, Inc.1,486$302.0K0.00%
Thrivent Financial for Lutherans1,424$289.0K0.00%
Resonant Capital Advisors, LLC1,344$278.0K0.04%
InTrack Investment Management Inc1,364$277.0K0.23%
Csenge Advisory Group1,309$266.0K0.02%
Chemistry Wealth Management LLC1,294$263.0K0.09%
Five Oceans Advisors1,131$230.0K0.20%
Albert D Mason Inc1,120$228.0K0.15%
Alpha Cubed Investments, LLC1,028$209.0K0.01%
IVC Wealth Advisors LLC1,020$207.0K0.14%
Blue Square Asset Management, LLC1,010$205.0K0.17%
Main Street Research LLC1,002$204.0K0.02%
Foster Victor Wealth Advisors, LLC958$203.0K0.03%
Clay Northam Wealth Management, LLC1,000$203.0K0.21%
GHP Investment Advisors, Inc.797$162.0K0.01%
TCWP LLC465$94.0K0.02%
Nauset Wealth Management. LLC450$91.0K0.07%
Money Concepts Capital Corp434$88.0K0.00%
Centerpoint Advisors, LLC236$48.0K0.02%
Pinnacle Holdings, LLC162$32.9K0.01%
Lansing Street Advisors153$32.0K0.02%
MCF Advisors LLC135$27.0K0.00%
Burleson & Company, LLC120$24.0K0.00%
Holloway Wealth Management, LLC–$20.0K0.01%
Win Advisors, Inc97$20.0K0.01%
Optimum Investment Advisors61$12.0K0.01%
Schubert & Co58$12.0K0.01%
Capital Directions Investment Advisors, LLC54$11.0K0.00%
Oliver Lagore Vanvalin Investment Group45$9.00K0.01%
Atticus Wealth Management, LLC22$4.00K0.00%
Beacon Capital Management, LLC22$4.00K0.00%
Copeland Capital Management, LLC15$3.00K0.00%
NVWM, LLC16$3.00K0.00%
Private Ocean, LLC3$1.00K0.00%
Moisand Fitzgerald Tamayo, LLC7$1.00K0.00%
Cribstone Capital Management, LLC7$1.00K0.00%
J.Safra Asset Management Corp38$00.00%

Sold out (83)

Institutions that held Diageo PLC at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of DEO in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Tobias Financial Advisors, Inc.210,778$46.4M
Scout Investments, Inc.67,789$14.9M
Gluskin Sheff & Assoc Inc240,790$13.3M
Lakewood Capital Management, LP55,168$12.1M
Fundsmith Investment Services Ltd.27,961$6.16M
Geode Capital Management, LLC23,033$5.07M
Advisors Asset Management, Inc.20,294$4.47M
HughesLittle Investment Management Ltd.13,100$2.88M
Tiaa, FSB10,002$2.16M
Laird Norton Trust Company, LLC8,418$1.85M
Aigen Investment Management, LP6,433$1.37M
Cubist Systematic Strategies, LLC5,949$1.31M
Pacer Advisors, Inc.4,485$987.0K
Allianz Asset Management GmbH3,800$837.0K
Impax Asset Management Group plc3,199$704.0K
Royal Fund Management, LLC2,906$639.0K
Virtu Financial LLC2,107$464.0K
Aries Wealth Management2,099$462.0K
OneAscent Wealth Management LLC1,785$393.0K
Circle Wealth Management, LLC1,750$385.0K
Quantbot Technologies LP1,695$373.0K
EP Wealth Advisors, LLC1,616$356.0K
Jeereddi Investments, LP1,551$341.0K
Quilter Plc1,428$315.0K
OneAscent Financial Services LLC1,396$307.0K
Bailard, Inc.1,344$296.0K
Centennial Wealth Advisory LLC1,323$291.0K
Shufro Rose & Co LLC1,300$286.0K
Capital One Financial Corp1,235$272.0K
Clare Market Investments LLC1,215$267.4K
Vontobel Holding Ltd.1,143$251.0K
Magnolia Capital Advisors LLC1,104$243.0K
Avidian Wealth Solutions, LLC1,101$242.0K
Mitchell McLeod Pugh & Williams Inc1,065$234.0K
Coerente Capital Management1,065$234.0K
Capital Investment Advisors, LLC1,044$230.0K
Axxcess Wealth Management, LLC1,047$230.0K
Strategic Wealth Partners, Ltd.1,035$228.0K
Rockland Trust Co1,024$225.0K
Vivaldi Capital Management, LLC1,016$224.0K
Fox Run Management, L.L.C.1,011$223.0K
Axiom Investment Management LLC1,008$222.0K
HNP Capital LLC1,000$220.0K
Rollins Financial1,000$220.0K
Regatta Capital Group, LLC996$219.0K
ZWJ Investment Counsel Inc975$215.0K
Ieq Capital, LLC975$215.0K
Altfest L J & Co Inc967$213.0K
Kelman-Lazarov, Inc.963$212.0K
Key Client Fiduciary Advisors, LLC962$212.0K
Verity & Verity, LLC958$211.0K
Chicago Trust Co NA950$209.0K
Charter Research & Investment Group, Inc.940$207.0K
Financial Advisory Group937$206.0K
Cannell Peter B & Co Inc925$204.0K
Patton Albertson Miller Group, LLC925$204.0K
Eqis Capital Management, Inc.928$204.0K
One Charles Private Wealth Services, LLC926$204.0K
Sage Investment Advisers LLC928$204.0K
Beacon Financial Group915$202.0K
Planning Directions Inc912$201.0K
Spinnaker Trust915$201.0K
Chilton Capital Management LLC690$152.0K
Scissortail Wealth Management, LLC670$147.0K
PEAK6 Investments LLC571$126.0K
PFG Private Wealth Management, LLC425$94.0K
Eagle Bay Advisors LLC310$68.0K
Aquatic Capital Management LLC200$44.0K
FSB Premier Wealth Management, Inc.183$40.0K
Standard Family Office LLC140$31.0K
Truvestments Capital LLC98$22.0K
Delos Wealth Advisors, LLC64$14.0K
James Reed Financial Services, Inc.65$14.0K
Delta Asset Management LLC60$13.0K
Sageworth Trust Co57$13.0K
Signet Financial Management, LLC50$11.0K
Bivin & Associates, Inc.13$3.00K
Absolute Capital Management, LLC12$2.64K
TD Capital Management LLC10$2.00K
Elmwood Wealth Management, Inc.9$2.00K
Karlinski Andrew C8$2.00K
Estabrook Capital Management8$1.76K
Raleigh Capital Management Inc.3$1.00K

Not filed for Q1 2022 yet (16)

Institutions that held Diageo PLC at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DEO in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Country Club Trust Company, n.a.54,455$11.9M
Pineno Levin & Ford Asset Management, Inc.27,711$6.10M
MRJ Capital Inc24,644$5.42M
Reilly Financial Advisors, LLC12,063$2.66M
Crescent Capital Consulting, LLC6,790$1.50M
Columbia Asset Management4,954$1.09M
JBJ Investment Partners, LLC3,814$840.0K
Tdam USA Inc.1,568$345.0K
Carroll Financial Associates, Inc.1,332$293.0K
First Midwest Bank Trust Division1,190$262.0K
Quest Capital Management Inc1,147$253.0K
Resource Management, LLC1,102$243.0K
Harbour Investments, Inc.1,038$229.0K
NEXT Financial Group, Inc970$213.0K
MD Financial Management Inc.383$84.0K
Bell Investment Advisors, Inc32$7.00K