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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 1,918 | $389.7K | 0.02% | −45−2.3% | Reduced |
| Pathstone Family Office, LLC | 1,909 | $391.0K | 0.01% | −4,592−70.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,924 | $391.0K | 0.01% | +60+3.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,932 | $392.0K | 0.07% | +227+13.3% | Added |
| Marcum Wealth, LLC | 1,944 | $395.0K | 0.05% | +82+4.4% | Added |
| Moody National Bank Trust Division | 1,944 | $395.0K | 0.01% | +99+5.4% | Added |
| First National Corp | 1,948 | $396.0K | 0.08% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,947 | $396.0K | 0.12% | +57+3.0% | Added |
| One Wealth Advisors, LLC | 1,955 | $397.0K | 0.10% | +79+4.2% | Added |
| West Family Investments, Inc. | 1,973 | $401.0K | 0.11% | −63−3.1% | Reduced |
| Geneos Wealth Management Inc. | 1,986 | $403.0K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 1,990 | $404.0K | 0.06% | +557+38.9% | Added |
| Qube Research & Technologies Ltd | 1,992 | $405.0K | 0.00% | −1,381−40.9% | Reduced |
| Aevitas Wealth Management, Inc. | 1,996 | $405.0K | 0.25% | −450−18.4% | Reduced |
| Headinvest, LLC | 1,997 | $406.0K | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,999 | $406.0K | 0.04% | +1,999 | New |
| Grove Bank & Trust | 2,006 | $408.0K | 0.08% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,019 | $410.0K | 0.07% | +66+3.4% | Added |
| Garde Capital, Inc. | 2,025 | $411.0K | 0.04% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,869 | $411.0K | 0.51% | +19+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,027 | $411.0K | 0.00% | +449+28.5% | Added |
| Stock Yards Bank & Trust Co | 2,028 | $412.0K | 0.02% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,030 | $412.0K | 0.19% | +15+0.7% | Added |
| Northeast Financial Consultants Inc | 2,027 | $412.0K | 0.02% | +1,027+102.7% | Added |
| Lincoln National Corp | 2,039 | $415.0K | 0.01% | −217−9.6% | Reduced |
| Richwood Investment Advisors, LLC | 2,044 | $415.0K | 0.37% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,072 | $421.0K | 0.23% | −50−2.4% | Reduced |
| NTV Asset Management LLC | 2,075 | $422.0K | 0.07% | 00.0% | Unchanged |
| LCNB Corp | 2,083 | $423.0K | 0.20% | 00.0% | Unchanged |
| Fusion Capital, LLC | 2,083 | $423.0K | 0.22% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,080 | $423.0K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 2,085 | $424.0K | 0.14% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,121 | $426.0K | 0.43% | 00.0% | Unchanged |
| Private Trust Co NA | 2,102 | $427.0K | 0.07% | −50−2.3% | Reduced |
| Pendal Group Limited | 4,979 | $432.0K | 0.00% | −23,348−82.4% | Reduced |
| Zuckerman Investment Group, LLC | 2,125 | $432.0K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 2,133 | $433.0K | 0.00% | +279+15.0% | Added |
| Nicholas Hoffman & Company, LLC. | 2,139 | $435.0K | 0.02% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 2,151 | $437.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,158 | $438.0K | 0.02% | −18−0.8% | Reduced |
| Mission Wealth Management, LP | 2,167 | $440.0K | 0.02% | −79−3.5% | Reduced |
| Shelton Capital Management | 2,190 | $445.0K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 4,434 | $445.0K | 0.14% | +4,434 | New |
| Hardman Johnston Global Advisors LLC | 2,200 | $447.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,266 | $460.0K | 0.13% | +278+14.0% | Added |
| BSW Wealth Partners | 2,293 | $466.0K | 0.12% | +369+19.2% | Added |
| Personal Cfo Solutions, LLC | 2,309 | $469.0K | 0.09% | +253+12.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,315 | $470.0K | 0.08% | +820+54.8% | Added |
| Cresset Asset Management, LLC | 2,303 | $471.0K | 0.00% | −336−12.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,304 | $471.0K | 0.13% | −183−7.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,324 | $472.0K | 0.04% | −8−0.3% | Reduced |
| Laraway Financial Inc | 2,330 | $474.0K | 0.43% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,336 | $474.0K | 0.12% | +865+58.8% | Added |
| Fieldpoint Private Securities, LLC | 2,353 | $478.0K | 0.10% | +145+6.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,321 | $478.0K | 0.13% | +200+9.4% | Added |
| Bryn Mawr Trust Co | 2,386 | $484.0K | 0.02% | −88−3.6% | Reduced |
| Silvercrest Asset Management Group LLC | 2,391 | $486.0K | 0.00% | −1,072−31.0% | Reduced |
| Roman Butler Fullerton & Co | 2,392 | $486.0K | 0.23% | 00.0% | Unchanged |
| NTB Financial Corp | 2,395 | $487.0K | 0.35% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,402 | $488.0K | 0.09% | −59−2.4% | Reduced |
| Palisade Capital Management LLC | 2,415 | $491.0K | 0.01% | −467−16.2% | Reduced |
| O'Brien Greene & Co. Inc | 2,419 | $491.0K | 0.16% | +190+8.5% | Added |
| Dearborn Partners LLC | 2,448 | $497.0K | 0.02% | +193+8.6% | Added |
| Fort Washington Investment Advisors Inc | 2,450 | $498.0K | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,471 | $502.0K | 0.01% | −16−0.6% | Reduced |
| Clarius Group, LLC | 2,298 | $506.0K | 0.04% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,537 | $515.0K | 0.13% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,540 | $516.0K | 0.02% | −54−2.1% | Reduced |
| 180 Wealth Advisors, LLC | 2,538 | $517.0K | 0.11% | −671−20.9% | Reduced |
| Meixler Investment Management, Ltd. | 2,550 | $518.0K | 0.51% | −62−2.4% | Reduced |
| South Shore Capital Advisors | 2,561 | $520.0K | 0.85% | −33−1.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 2,559 | $520.0K | 0.06% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,573 | $523.0K | 0.23% | −11−0.4% | Reduced |
| Ironwood Investment Counsel, LLC | 2,592 | $526.0K | 0.13% | −502−16.2% | Reduced |
| Mitchell Sinkler & Starr | 2,590 | $526.0K | 0.16% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 2,587 | $526.0K | 0.04% | +50+2.0% | Added |
| Banco Santander, S.A. | 2,595 | $527.0K | 0.01% | −50−1.9% | Reduced |
| Forum Financial Management, LP | 2,602 | $528.0K | 0.03% | +17+0.7% | Added |
| Nwam LLC | 2,602 | $528.0K | 0.04% | +2,602 | New |
| Principal Street Partners, LLC | 2,587 | $530.0K | 0.12% | +2,587 | New |
| Lester Murray Antman dba SimplyRich | 2,628 | $533.0K | 0.19% | −117−4.3% | Reduced |
| Pitcairn Co | 2,622 | $533.0K | 0.05% | +146+5.9% | Added |
| Essex Savings Bank | 2,643 | $537.0K | 0.18% | −22−0.8% | Reduced |
| AdvisorShares Investments LLC | 2,660 | $540.0K | 0.09% | +1,600+150.9% | Added |
| Pitti Group Wealth Management, LLC | 2,685 | $545.0K | 0.64% | +35+1.3% | Added |
| Valmark Advisers, Inc. | 2,711 | $551.0K | 0.01% | +52+2.0% | Added |
| Clearstead Advisors, LLC | 2,742 | $557.0K | 0.04% | +581+26.9% | Added |
| Regal Investment Advisors LLC | 2,767 | $562.0K | 0.05% | −3,317−54.5% | Reduced |
| Nuveen Asset Management, LLC | 2,766 | $562.0K | 0.00% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 2,783 | $565.0K | 0.22% | 00.0% | Unchanged |
| Fca Corp | 2,800 | $569.0K | 0.20% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,808 | $571.0K | 0.03% | +14+0.5% | Added |
| Cable Hill Partners, LLC | 2,810 | $571.0K | 0.38% | +330+13.3% | Added |
| Amplius Wealth Advisors, LLC | 2,816 | $572.0K | 0.09% | −181−6.0% | Reduced |
| Becker Capital Management Inc | 2,833 | $575.0K | 0.02% | +20+0.7% | Added |
| SeaCrest Wealth Management, LLC | 2,867 | $582.0K | 0.07% | +1,548+117.4% | Added |
| InterOcean Capital Group, LLC | 2,868 | $583.0K | 0.02% | −149−4.9% | Reduced |
| Rehmann Capital Advisory Group | 2,868 | $583.3K | 0.06% | −157−5.2% | Reduced |
| Gladstone Institutional Advisory LLC | 2,880 | $585.0K | 0.04% | −853−22.9% | Reduced |
| Strategic Global Advisors, LLC | 2,886 | $586.0K | 0.09% | +52+1.8% | Added |