Skip to main content

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.

Institutional holdersQ1 2022: 1,028 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 heldQ1 2022: $11.1B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2021.

Institutions holding DEO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sanders Morris Harris LLC1,325$269.0K0.05%00.0%Unchanged
Texas Capital Bancshares Inc1,328$270.0K0.16%00.0%Unchanged
Dynamic Advisor Solutions LLC1,339$272.0K0.02%+55+4.3%Added
Webster Bank, N. A.1,346$274.0K0.03%−90−6.3%Reduced
Enhancing Capital LLC1,350$274.0K0.29%00.0%Unchanged
Sofos Investments, Inc.2,546$275.0K0.02%−1,935−43.2%Reduced
Financial Counselors Inc1,358$276.0K0.01%−133−8.9%Reduced
Beacon Investment Advisory Services, Inc.1,366$277.0K0.01%−5−0.4%Reduced
Ergoteles LLC1,366$277.0K0.01%+349+34.3%Added
InTrack Investment Management Inc1,364$277.0K0.23%+1,364New
Heron Financial Group, LLC1,369$278.0K0.14%00.0%Unchanged
Resonant Capital Advisors, LLC1,344$278.0K0.04%+1,344New
Hills Bank & Trust Co1,373$279.0K0.04%00.0%Unchanged
Van Hulzen Asset Management, LLC1,373$279.0K0.03%00.0%Unchanged
SOL Capital Management CO1,380$280.0K0.05%00.0%Unchanged
Arkadios Wealth Advisors1,391$283.0K0.04%+167+13.6%Added
Centaurus Financial, Inc.1,403$285.0K0.02%−170−10.8%Reduced
Personal Capital Advisors Corp1,413$287.0K0.00%−313−18.1%Reduced
Earnest Partners LLC1,412$287.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,420$288.0K0.05%00.0%Unchanged
Optas, LLC1,417$288.0K0.09%+119+9.2%Added
Alliancebernstein L.P.1,417$288.0K0.00%+202+16.6%Added
Trustcore Financial Services, LLC1,419$288.0K0.02%+850+149.4%Added
MMBG Investment Advisors Co.1,422$289.0K0.03%−810−36.3%Reduced
Penobscot Investment Management Company, Inc.1,425$289.0K0.04%00.0%Unchanged
AdvisorNet Financial, Inc1,423$289.0K0.02%+181+14.6%Added
Thrivent Financial for Lutherans1,424$289.0K0.00%+1,424New
Walter & Keenan Financial Consulting Co1,432$291.0K0.10%00.0%Unchanged
Claro Advisors LLC1,325$292.0K0.11%00.0%Unchanged
Jeppson Wealth Management, LLC1,456$295.0K0.14%+6+0.4%Added
Coldstream Capital Management Inc1,461$297.0K0.01%+102+7.5%Added
Knuff & Co LLC1,469$298.0K0.11%00.0%Unchanged
Linscomb & Williams, Inc.1,476$300.0K0.01%00.0%Unchanged
Buckingham Strategic Wealth, LLC1,486$302.0K0.01%−38−2.5%Reduced
Charles Schwab Investment Advisory, Inc.1,486$302.0K0.00%+1,486New
Cambridge Trust Co1,491$303.0K0.01%−539−26.6%Reduced
Baldwin Investment Management, LLC1,490$303.0K0.08%−10−0.7%Reduced
WoodTrust Financial Corp1,490$303.0K0.06%+500+50.5%Added
Anchor Investment Management, LLC1,494$303.5K0.04%+200+15.5%Added
Argyle Capital Management Inc.1,500$305.0K0.10%00.0%Unchanged
Tacita Capital Inc1,500$305.0K0.18%00.0%Unchanged
Sunbelt Securities, Inc.1,491$305.0K0.06%00.0%Unchanged
Sargent Bickham Lagudis LLC1,505$306.0K0.02%−250−14.2%Reduced
Schulhoff & Co Inc1,508$306.0K0.13%00.0%Unchanged
Capital Group Private Client Services, Inc.1,519$309.0K0.00%+158+11.6%Added
Everett Harris & Co1,528$310.0K0.00%00.0%Unchanged
Round Table Services, LLC1,544$314.0K0.05%−257−14.3%Reduced
Chicago Partners Investment Group LLC1,706$315.0K0.02%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,555$316.0K0.08%+40+2.6%Added
Norris Perne & French LLP1,555$316.0K0.03%+1,555New
Cozad Asset Management Inc1,569$319.0K0.04%00.0%Unchanged
Baskin Financial Services Inc.1,580$321.0K0.03%00.0%Unchanged
Wade G W & Inc1,580$321.0K0.01%+8+0.5%Added
Epoch Investment Partners, Inc.1,585$322.0K0.00%+1,585New
Garrison Asset Management, LLC1,590$323.0K0.18%00.0%Unchanged
Anchor Capital Advisors LLC1,600$325.0K0.01%00.0%Unchanged
Meristem Family Wealth, LLC1,607$326.0K0.04%−1,303−44.8%Reduced
Allen Investment Management LLC1,615$328.0K0.00%00.0%Unchanged
FineMark National Bank & Trust1,617$328.0K0.01%+83+5.4%Added
Eagle Ridge Investment Management1,621$329.0K0.04%−60−3.6%Reduced
Resources Management Corp1,626$330.0K0.05%00.0%Unchanged
Reynders McVeigh Capital Management, LLC1,628$331.0K0.02%−78−4.6%Reduced
Equitable Holdings, Inc.1,636$332.0K0.01%+27+1.7%Added
J.W. Cole Advisors, Inc.1,646$334.0K0.02%+76+4.8%Added
Vista Wealth Management Group, LLC1,651$335.0K0.05%−52−3.1%Reduced
Newman Dignan & Sheerar, Inc.1,651$335.0K0.11%00.0%Unchanged
Capital Investment Advisory Services, LLC1,658$337.0K0.04%00.0%Unchanged
Ropes Wealth Advisors LLC1,681$341.0K0.06%−83−4.7%Reduced
Quad-Cities Investment Group, LLC1,678$341.0K0.22%00.0%Unchanged
Sonora Investment Management Group, LLC1,674$341.0K0.04%+44+2.7%Added
Hazlett, Burt & Watson, Inc.1,675$341.0K0.27%+1,675New
Balentine LLC1,684$342.0K0.01%+214+14.6%Added
First National Bank of Hutchinson1,688$343.0K0.20%+12+0.7%Added
Total Clarity Wealth Management, Inc.1,690$343.0K0.19%+140+9.0%Added
TD Private Client Wealth LLC1,716$348.6K0.01%+52+3.1%Added
Howland Capital Management LLC1,728$351.0K0.02%+150+9.5%Added
Balyasny Asset Management LLC1,732$352.0K0.00%+1,732New
Cary Street Partners Asset Management LLC1,747$355.0K0.07%−6,334−78.4%Reduced
Paragon Capital Management Ltd1,750$355.0K0.07%00.0%Unchanged
Northeast Investment Management1,755$357.0K0.02%00.0%Unchanged
Modera Wealth Management, LLC1,758$357.0K0.02%+453+34.7%Added
Bulltick Wealth Management, LLC1,755$358.8K0.08%+1,755New
Mark Stevens1,767$359.0K0.04%−321−15.4%Reduced
Stratos Wealth Advisors, LLC1,768$359.0K0.03%+241+15.8%Added
M&R Capital Management Inc1,774$360.0K0.08%+504+39.7%Added
RSM US Wealth Management LLC1,768$362.0K0.02%+126+7.7%Added
Carret Asset Management, LLC1,781$362.0K0.04%+245+16.0%Added
Moneta Group Investment Advisors LLC1,802$366.0K0.01%−1−0.1%Reduced
Inscription Capital, LLC1,773$366.0K0.10%00.0%Unchanged
Fiera Capital Corp1,805$367.0K0.00%−322−15.1%Reduced
Murphy Capital Management Inc1,825$370.0K0.04%−300−14.1%Reduced
Norway Savings Bank1,818$370.0K0.17%+35+2.0%Added
Arete Wealth Advisors, LLC1,828$371.0K0.03%+5+0.3%Added
Mirador Capital Partners LP1,858$377.0K0.08%+1,858New
YorkBridge Wealth Partners, LLC1,864$379.0K0.08%+6+0.3%Added
HB Wealth Management, LLC1,865$379.0K0.01%+459+32.6%Added
Legacy Bridge, LLC1,902$386.0K0.23%00.0%Unchanged
Concentric Wealth Management, LLC1,900$386.0K0.11%00.0%Unchanged
Financial & Tax Architects, LLC1,906$387.2K0.15%−19−1.0%Reduced
Aptus Capital Advisors, LLC1,900$389.0K0.01%+83+4.6%Added