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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 1,325 | $269.0K | 0.05% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,328 | $270.0K | 0.16% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,339 | $272.0K | 0.02% | +55+4.3% | Added |
| Webster Bank, N. A. | 1,346 | $274.0K | 0.03% | −90−6.3% | Reduced |
| Enhancing Capital LLC | 1,350 | $274.0K | 0.29% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,546 | $275.0K | 0.02% | −1,935−43.2% | Reduced |
| Financial Counselors Inc | 1,358 | $276.0K | 0.01% | −133−8.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,366 | $277.0K | 0.01% | −5−0.4% | Reduced |
| Ergoteles LLC | 1,366 | $277.0K | 0.01% | +349+34.3% | Added |
| InTrack Investment Management Inc | 1,364 | $277.0K | 0.23% | +1,364 | New |
| Heron Financial Group, LLC | 1,369 | $278.0K | 0.14% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,344 | $278.0K | 0.04% | +1,344 | New |
| Hills Bank & Trust Co | 1,373 | $279.0K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,373 | $279.0K | 0.03% | 00.0% | Unchanged |
| SOL Capital Management CO | 1,380 | $280.0K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,391 | $283.0K | 0.04% | +167+13.6% | Added |
| Centaurus Financial, Inc. | 1,403 | $285.0K | 0.02% | −170−10.8% | Reduced |
| Personal Capital Advisors Corp | 1,413 | $287.0K | 0.00% | −313−18.1% | Reduced |
| Earnest Partners LLC | 1,412 | $287.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,420 | $288.0K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 1,417 | $288.0K | 0.09% | +119+9.2% | Added |
| Alliancebernstein L.P. | 1,417 | $288.0K | 0.00% | +202+16.6% | Added |
| Trustcore Financial Services, LLC | 1,419 | $288.0K | 0.02% | +850+149.4% | Added |
| MMBG Investment Advisors Co. | 1,422 | $289.0K | 0.03% | −810−36.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,425 | $289.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,423 | $289.0K | 0.02% | +181+14.6% | Added |
| Thrivent Financial for Lutherans | 1,424 | $289.0K | 0.00% | +1,424 | New |
| Walter & Keenan Financial Consulting Co | 1,432 | $291.0K | 0.10% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,325 | $292.0K | 0.11% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,456 | $295.0K | 0.14% | +6+0.4% | Added |
| Coldstream Capital Management Inc | 1,461 | $297.0K | 0.01% | +102+7.5% | Added |
| Knuff & Co LLC | 1,469 | $298.0K | 0.11% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,476 | $300.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,486 | $302.0K | 0.01% | −38−2.5% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,486 | $302.0K | 0.00% | +1,486 | New |
| Cambridge Trust Co | 1,491 | $303.0K | 0.01% | −539−26.6% | Reduced |
| Baldwin Investment Management, LLC | 1,490 | $303.0K | 0.08% | −10−0.7% | Reduced |
| WoodTrust Financial Corp | 1,490 | $303.0K | 0.06% | +500+50.5% | Added |
| Anchor Investment Management, LLC | 1,494 | $303.5K | 0.04% | +200+15.5% | Added |
| Argyle Capital Management Inc. | 1,500 | $305.0K | 0.10% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,500 | $305.0K | 0.18% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,491 | $305.0K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,505 | $306.0K | 0.02% | −250−14.2% | Reduced |
| Schulhoff & Co Inc | 1,508 | $306.0K | 0.13% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 1,519 | $309.0K | 0.00% | +158+11.6% | Added |
| Everett Harris & Co | 1,528 | $310.0K | 0.00% | 00.0% | Unchanged |
| Round Table Services, LLC | 1,544 | $314.0K | 0.05% | −257−14.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,706 | $315.0K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,555 | $316.0K | 0.08% | +40+2.6% | Added |
| Norris Perne & French LLP | 1,555 | $316.0K | 0.03% | +1,555 | New |
| Cozad Asset Management Inc | 1,569 | $319.0K | 0.04% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 1,580 | $321.0K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,580 | $321.0K | 0.01% | +8+0.5% | Added |
| Epoch Investment Partners, Inc. | 1,585 | $322.0K | 0.00% | +1,585 | New |
| Garrison Asset Management, LLC | 1,590 | $323.0K | 0.18% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 1,600 | $325.0K | 0.01% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 1,607 | $326.0K | 0.04% | −1,303−44.8% | Reduced |
| Allen Investment Management LLC | 1,615 | $328.0K | 0.00% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,617 | $328.0K | 0.01% | +83+5.4% | Added |
| Eagle Ridge Investment Management | 1,621 | $329.0K | 0.04% | −60−3.6% | Reduced |
| Resources Management Corp | 1,626 | $330.0K | 0.05% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,628 | $331.0K | 0.02% | −78−4.6% | Reduced |
| Equitable Holdings, Inc. | 1,636 | $332.0K | 0.01% | +27+1.7% | Added |
| J.W. Cole Advisors, Inc. | 1,646 | $334.0K | 0.02% | +76+4.8% | Added |
| Vista Wealth Management Group, LLC | 1,651 | $335.0K | 0.05% | −52−3.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,651 | $335.0K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,658 | $337.0K | 0.04% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,681 | $341.0K | 0.06% | −83−4.7% | Reduced |
| Quad-Cities Investment Group, LLC | 1,678 | $341.0K | 0.22% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,674 | $341.0K | 0.04% | +44+2.7% | Added |
| Hazlett, Burt & Watson, Inc. | 1,675 | $341.0K | 0.27% | +1,675 | New |
| Balentine LLC | 1,684 | $342.0K | 0.01% | +214+14.6% | Added |
| First National Bank of Hutchinson | 1,688 | $343.0K | 0.20% | +12+0.7% | Added |
| Total Clarity Wealth Management, Inc. | 1,690 | $343.0K | 0.19% | +140+9.0% | Added |
| TD Private Client Wealth LLC | 1,716 | $348.6K | 0.01% | +52+3.1% | Added |
| Howland Capital Management LLC | 1,728 | $351.0K | 0.02% | +150+9.5% | Added |
| Balyasny Asset Management LLC | 1,732 | $352.0K | 0.00% | +1,732 | New |
| Cary Street Partners Asset Management LLC | 1,747 | $355.0K | 0.07% | −6,334−78.4% | Reduced |
| Paragon Capital Management Ltd | 1,750 | $355.0K | 0.07% | 00.0% | Unchanged |
| Northeast Investment Management | 1,755 | $357.0K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,758 | $357.0K | 0.02% | +453+34.7% | Added |
| Bulltick Wealth Management, LLC | 1,755 | $358.8K | 0.08% | +1,755 | New |
| Mark Stevens | 1,767 | $359.0K | 0.04% | −321−15.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,768 | $359.0K | 0.03% | +241+15.8% | Added |
| M&R Capital Management Inc | 1,774 | $360.0K | 0.08% | +504+39.7% | Added |
| RSM US Wealth Management LLC | 1,768 | $362.0K | 0.02% | +126+7.7% | Added |
| Carret Asset Management, LLC | 1,781 | $362.0K | 0.04% | +245+16.0% | Added |
| Moneta Group Investment Advisors LLC | 1,802 | $366.0K | 0.01% | −1−0.1% | Reduced |
| Inscription Capital, LLC | 1,773 | $366.0K | 0.10% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,805 | $367.0K | 0.00% | −322−15.1% | Reduced |
| Murphy Capital Management Inc | 1,825 | $370.0K | 0.04% | −300−14.1% | Reduced |
| Norway Savings Bank | 1,818 | $370.0K | 0.17% | +35+2.0% | Added |
| Arete Wealth Advisors, LLC | 1,828 | $371.0K | 0.03% | +5+0.3% | Added |
| Mirador Capital Partners LP | 1,858 | $377.0K | 0.08% | +1,858 | New |
| YorkBridge Wealth Partners, LLC | 1,864 | $379.0K | 0.08% | +6+0.3% | Added |
| HB Wealth Management, LLC | 1,865 | $379.0K | 0.01% | +459+32.6% | Added |
| Legacy Bridge, LLC | 1,902 | $386.0K | 0.23% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 1,900 | $386.0K | 0.11% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 1,906 | $387.2K | 0.15% | −19−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 1,900 | $389.0K | 0.01% | +83+4.6% | Added |