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, Q1 2022
Institutional positions in Diageo PLC as of Mar 31, 2022. 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
- 1,028
- −12 vs. Q4 2021
- Shares held
- 54.9M
- −88.8K (−0.2%) vs. Q4 2021
- Total value
- $11.1B
- −$946.1M (−7.9%) vs. Q4 2021
- New holders
- 71
- 356 more added
- Sold out
- 83
- 345 more reduced
16 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 165 | $34.0K | 0.00% | +87+111.5% | Added |
| Brown, Lisle/Cummings, Inc. | 174 | $35.3K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 178 | $36.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 183 | $37.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 180 | $37.0K | 0.03% | 00.0% | Unchanged |
| Motco | 188 | $38.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 200 | $40.6K | 0.01% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 200 | $41.0K | 0.01% | −200−50.0% | Reduced |
| Ahrens Investment Partners LLC | 204 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $41.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $41.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 214 | $43.0K | 0.01% | +14+7.0% | Added |
| Financial Perspectives, Inc | 214 | $43.5K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 220 | $44.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 223 | $45.0K | 0.00% | −387−63.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 224 | $46.0K | 0.00% | +15+7.2% | Added |
| O'Dell Group, LLC | 237 | $48.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 236 | $48.0K | 0.02% | +236 | New |
| Vectors Research Management, LLC | 250 | $51.0K | 0.01% | −750−75.0% | Reduced |
| Johnson Financial Group, Inc. | 263 | $53.0K | 0.00% | −3−1.1% | Reduced |
| Global Trust Asset Management, LLC | 260 | $53.0K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 262 | $53.0K | 0.01% | +37+16.4% | Added |
| Pin Oak Investment Advisors Inc | 267 | $54.0K | 0.06% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 268 | $54.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 269 | $55.0K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 281 | $57.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 292 | $59.0K | 0.01% | +7+2.5% | Added |
| Bellevue Asset Management, LLC | 292 | $60.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $61.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $61.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 298 | $61.0K | 0.01% | +126+73.3% | Added |
| Plante Moran Financial Advisors, LLC | 305 | $62.0K | 0.01% | −29−8.7% | Reduced |
| Hudock, Inc. | 310 | $63.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,230 | $63.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 351 | $71.0K | 0.05% | −177−33.5% | Reduced |
| Smithfield Trust Co | 356 | $71.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 354 | $72.0K | 0.01% | −1,631−82.2% | Reduced |
| Tucker Asset Management LLC | 369 | $75.0K | 0.02% | −3−0.8% | Reduced |
| McIlrath & Eck, LLC | 369 | $75.0K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 400 | $81.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $81.0K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 400 | $81.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 397 | $81.0K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 406 | $83.0K | 0.05% | +29+7.7% | Added |
| BerganKDV Wealth Management, LLC | 413 | $84.0K | 0.01% | −528−56.1% | Reduced |
| Country Trust Bank | 415 | $84.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 421 | $85.5K | 0.01% | −16−3.7% | Reduced |
| Seldon Capital LP | 427 | $87.0K | 0.05% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 434 | $88.0K | 0.00% | +434 | New |
| Zions Bancorporation, N.A. | 438 | $89.0K | 0.01% | −3−0.7% | Reduced |
| Front Row Advisors LLC | 442 | $90.0K | 0.04% | −5−1.1% | Reduced |
| Lee Financial Co | 450 | $91.0K | 0.02% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 450 | $91.0K | 0.07% | +450 | New |
| TCWP LLC | 465 | $94.0K | 0.02% | +465 | New |
| Patriot Financial Group Insurance Agency, LLC | 469 | $95.0K | 0.02% | −54−10.3% | Reduced |
| Tortoise Investment Management, LLC | 479 | $97.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 477 | $97.0K | 0.02% | −19−3.8% | Reduced |
| Tompkins Financial Corp | 500 | $102.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 500 | $102.0K | 0.01% | +58+13.1% | Added |
| Tower Research Capital LLC (TRC) | 510 | $104.0K | 0.00% | −863−62.9% | Reduced |
| Contravisory Investment Management, Inc. | 514 | $104.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 567 | $105.0K | 0.01% | +112+24.6% | Added |
| Carolinas Wealth Consulting LLC | 522 | $107.0K | 0.02% | −20−3.7% | Reduced |
| Charter Oak Capital Management, LLC | 546 | $111.0K | 0.01% | +35+6.8% | Added |
| Evoke Wealth, LLC | 556 | $114.0K | 0.00% | −52−8.6% | Reduced |
| Albion Financial Group | 564 | $115.0K | 0.01% | +34+6.4% | Added |
| S.A. Mason LLC | 575 | $117.0K | 0.07% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 600 | $121.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 617 | $126.0K | 0.00% | +138+28.8% | Added |
| Rockbridge Investment Management, LCC | 615 | $126.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 636 | $129.0K | 0.04% | +89+16.3% | Added |
| Artemis Wealth Advisors, LLC | 705 | $143.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 740 | $151.0K | 0.01% | −95−11.4% | Reduced |
| FourThought Financial, LLC | 770 | $151.0K | 0.02% | +1+0.1% | Added |
| Hall Laurie J Trustee | 747 | $152.0K | 0.06% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 759 | $155.0K | 0.07% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 778 | $158.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 788 | $160.0K | 0.10% | +715+979.5% | Added |
| GHP Investment Advisors, Inc. | 797 | $162.0K | 0.01% | +797 | New |
| Blume Capital Management, Inc. | 850 | $173.0K | 0.06% | +15+1.8% | Added |
| American Research & Management Co. | 877 | $178.0K | 0.04% | 00.0% | Unchanged |
| Family Capital Trust Co | 900 | $183.0K | 0.06% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 926 | $188.0K | 0.08% | 00.0% | Unchanged |
| Tevis Investment Management | 950 | $192.0K | 0.17% | +120+14.5% | Added |
| Rosenberg Matthew Hamilton | 976 | $198.0K | 0.07% | −213−17.9% | Reduced |
| Zullo Investment Group, Inc. | 977 | $198.0K | 0.10% | −20−2.0% | Reduced |
| Moseley Investment Management Inc | 985 | $200.0K | 0.11% | −25−2.5% | Reduced |
| Guyasuta Investment Advisors Inc | 984 | $200.0K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 978 | $200.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 999 | $203.0K | 0.02% | −66−6.2% | Reduced |
| Park National Corp | 999 | $203.0K | 0.01% | −51−4.9% | Reduced |
| Sargent Investment Group, LLC | 1,000 | $203.0K | 0.05% | −6−0.6% | Reduced |
| RDA Financial Network | 999 | $203.0K | 0.09% | −4−0.4% | Reduced |
| Terry L. Blaker | 1,000 | $203.0K | 0.02% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 1,000 | $203.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1,000 | $203.0K | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 1,000 | $203.0K | 0.14% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,000 | $203.0K | 0.11% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 998 | $203.0K | 0.04% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,000 | $203.0K | 0.14% | 00.0% | Unchanged |