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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 958 | $203.0K | 0.03% | +958 | New |
| Clay Northam Wealth Management, LLC | 1,000 | $203.0K | 0.21% | +1,000 | New |
| Noesis Capital Mangement Corp | 1,005 | $204.0K | 0.05% | −413−29.1% | Reduced |
| Main Street Research LLC | 1,002 | $204.0K | 0.02% | +1,002 | New |
| Fundamentun, LLC | 1,011 | $205.0K | 0.03% | −438−30.2% | Reduced |
| Blue Square Asset Management, LLC | 1,010 | $205.0K | 0.17% | +1,010 | New |
| High Pointe Capital Management LLC | 1,020 | $207.0K | 0.15% | −1,350−57.0% | Reduced |
| IVC Wealth Advisors LLC | 1,020 | $207.0K | 0.14% | +1,020 | New |
| Alpha Cubed Investments, LLC | 1,028 | $209.0K | 0.01% | +1,028 | New |
| Creative Financial Designs Inc | 1,036 | $210.0K | 0.03% | −13−1.2% | Reduced |
| Oxler Private Wealth LLC | 1,037 | $210.0K | 0.09% | −3−0.3% | Reduced |
| Busey Wealth Management | 1,039 | $211.0K | 0.01% | −12−1.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,043 | $211.0K | 0.02% | 00.0% | Unchanged |
| Cadence Bank NA | 1,036 | $211.0K | 0.06% | +30+3.0% | Added |
| Andesa Financial Management Inc. | 1,049 | $212.0K | 0.11% | +5+0.5% | Added |
| Smith, Moore & Co. | 1,050 | $213.0K | 0.03% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,050 | $213.0K | 0.22% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 1,057 | $215.0K | 0.24% | −302−22.2% | Reduced |
| LCM Capital Management Inc | 1,060 | $215.0K | 0.17% | +18+1.7% | Added |
| IFP Advisors, Inc | 1,810 | $215.0K | 0.00% | +1,410+352.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,063 | $216.0K | 0.01% | 00.0% | Unchanged |
| King Wealth | 1,069 | $217.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,069 | $217.0K | 0.06% | +37+3.6% | Added |
| LVM Capital Management Ltd | 1,075 | $218.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 1,075 | $218.0K | 0.00% | +220+25.7% | Added |
| HSBC Holdings PLC | 1,076 | $219.0K | 0.00% | −1,737,596−99.9% | Reduced |
| Appleton Partners Inc | 1,080 | $219.0K | 0.02% | −78−6.7% | Reduced |
| Salem Investment Counselors Inc | 1,085 | $220.0K | 0.01% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,074 | $220.0K | 0.02% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 1,088 | $221.0K | 0.02% | −100−8.4% | Reduced |
| Pacitti Group Inc. | 1,099 | $223.0K | 0.15% | −50−4.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,100 | $223.0K | 0.14% | −10−0.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,099 | $223.0K | 0.02% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,099 | $223.0K | 0.09% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,100 | $223.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 1,100 | $223.0K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 1,097 | $223.0K | 0.01% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,103 | $224.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,105 | $224.4K | 0.01% | −51−4.4% | Reduced |
| Doyle Wealth Management | 1,114 | $226.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,111 | $226.0K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,119 | $227.0K | 0.01% | +18+1.6% | Added |
| Connectus Wealth, LLC | 1,030 | $227.0K | 0.01% | −32−3.0% | Reduced |
| Horan Securities, Inc. | 1,118 | $227.0K | 0.14% | +99+9.7% | Added |
| PDS Planning, Inc | 1,118 | $227.0K | 0.04% | +174+18.4% | Added |
| Sage Private Wealth Group, LLC | 1,122 | $228.0K | 0.22% | +9+0.8% | Added |
| Albert D Mason Inc | 1,120 | $228.0K | 0.15% | +1,120 | New |
| Wealthspire Advisors, LLC | 1,126 | $229.0K | 0.01% | −620−35.5% | Reduced |
| SlateStone Wealth, LLC | 1,128 | $229.0K | 0.05% | −6−0.5% | Reduced |
| American National Insurance Co | 1,125 | $229.0K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,131 | $229.0K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,129 | $229.0K | 0.08% | – | – |
| Roberts Glore & Co Inc | 1,130 | $230.0K | 0.07% | −15−1.3% | Reduced |
| 1st Source Bank | 1,131 | $230.0K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,131 | $230.0K | 0.20% | +1,131 | New |
| Blue Barn Wealth, LLC | 1,136 | $231.0K | 0.16% | +37+3.4% | Added |
| Independence Bank of Kentucky | 1,140 | $232.0K | 0.09% | +240+26.7% | Added |
| Heritage Investment Group, Inc. | 1,150 | $234.0K | 0.17% | +50+4.5% | Added |
| Blueprint Investment Partners LLC | 1,151 | $234.0K | 0.06% | +375+48.3% | Added |
| Focus Financial Network, Inc. | 1,144 | $234.1K | 0.02% | +80+7.5% | Added |
| Flagship Harbor Advisors, LLC | 1,159 | $235.0K | 0.02% | +39+3.5% | Added |
| Toroso Investments, LLC | 1,173 | $238.0K | 0.01% | +235+25.1% | Added |
| Thompson Siegel & Walmsley LLC | 1,175 | $239.0K | 0.00% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 1,193 | $242.0K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,191 | $242.0K | 0.01% | +14+1.2% | Added |
| Private Capital Group, LLC | 1,184 | $242.0K | 0.05% | +20+1.7% | Added |
| Opal Wealth Advisors, LLC | 1,193 | $242.0K | 0.21% | +99+9.0% | Added |
| Curi Capital | 1,199 | $243.0K | 0.04% | +239+24.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $244.0K | 0.12% | −27−2.2% | Reduced |
| Belpointe Asset Management LLC | 1,198 | $244.0K | 0.01% | +286+31.4% | Added |
| Clifford Swan Investment Counsel LLC | 1,205 | $245.0K | 0.01% | −22−1.8% | Reduced |
| Lyell Wealth Management, LP | 1,200 | $246.0K | 0.03% | −348−22.5% | Reduced |
| Bank of Nova Scotia Trust Co | 1,210 | $246.0K | 0.02% | −194−13.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,211 | $246.0K | 0.08% | +50+4.3% | Added |
| Merit Financial Group, LLC | 1,228 | $249.0K | 0.02% | +198+19.2% | Added |
| Excalibur Management Corp | 1,229 | $250.0K | 0.11% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,232 | $250.0K | 0.11% | +199+19.3% | Added |
| Hemenway Trust Co LLC | 1,235 | $251.0K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,225 | $251.0K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,240 | $252.0K | 0.02% | −200−13.9% | Reduced |
| Legacy Financial Advisors, Inc. | 1,248 | $253.0K | 0.06% | +118+10.4% | Added |
| Birch Hill Investment Advisors LLC | 1,250 | $254.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,250 | $254.0K | 0.04% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,258 | $256.0K | 0.04% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 1,260 | $256.0K | 0.23% | +136+12.1% | Added |
| Financial Engines Advisors L.L.C. | 1,253 | $257.0K | 0.00% | −31−2.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,279 | $260.0K | 0.03% | −44−3.3% | Reduced |
| St Germain D J Co Inc | 1,285 | $261.0K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 1,296 | $263.0K | 0.03% | −17−1.3% | Reduced |
| Burt Wealth Advisors | 1,296 | $263.0K | 0.08% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,294 | $263.0K | 0.09% | +1,294 | New |
| Professional Advisory Services Inc | 1,300 | $264.0K | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 1,300 | $264.0K | 0.04% | 00.0% | Unchanged |
| MJP Associates Inc | 1,301 | $264.0K | 0.07% | +219+20.2% | Added |
| Harvey Investment Co LLC | 1,304 | $265.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,302 | $265.0K | 0.01% | +22+1.7% | Added |
| Titleist Asset Management, Ltd. | 1,311 | $266.0K | 0.05% | +7+0.5% | Added |
| Financial Advocates Investment Management | 1,308 | $266.0K | 0.02% | +15+1.2% | Added |
| Csenge Advisory Group | 1,309 | $266.0K | 0.02% | +1,309 | New |
| Legacy Wealth Planning, LLC | 1,315 | $267.0K | 0.31% | 00.0% | Unchanged |