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
Kingsview Wealth Management, LLC1,918$389.7K0.02%−45−2.3%Reduced
Pathstone Family Office, LLC1,909$391.0K0.01%−4,592−70.6%Reduced
Carnegie Capital Asset Management, LLC1,924$391.0K0.01%+60+3.2%Added
Pinnacle Wealth Planning Services, Inc.1,932$392.0K0.07%+227+13.3%Added
Marcum Wealth, LLC1,944$395.0K0.05%+82+4.4%Added
Moody National Bank Trust Division1,944$395.0K0.01%+99+5.4%Added
First National Corp1,948$396.0K0.08%00.0%Unchanged
Sage Rhino Capital LLC1,947$396.0K0.12%+57+3.0%Added
One Wealth Advisors, LLC1,955$397.0K0.10%+79+4.2%Added
West Family Investments, Inc.1,973$401.0K0.11%−63−3.1%Reduced
Geneos Wealth Management Inc.1,986$403.0K0.02%00.0%Unchanged
Keel Point, LLC1,990$404.0K0.06%+557+38.9%Added
Qube Research & Technologies Ltd1,992$405.0K0.00%−1,381−40.9%Reduced
Aevitas Wealth Management, Inc.1,996$405.0K0.25%−450−18.4%Reduced
Headinvest, LLC1,997$406.0K0.08%00.0%Unchanged
Kovack Advisors, Inc.1,999$406.0K0.04%+1,999New
Grove Bank & Trust2,006$408.0K0.08%00.0%Unchanged
Enterprise Financial Services Corp2,019$410.0K0.07%+66+3.4%Added
Garde Capital, Inc.2,025$411.0K0.04%00.0%Unchanged
Willner & Heller, LLC1,869$411.0K0.51%+19+1.0%Added
Allspring Global Investments Holdings, LLC2,027$411.0K0.00%+449+28.5%Added
Stock Yards Bank & Trust Co2,028$412.0K0.02%00.0%Unchanged
TFG Advisers LLC2,030$412.0K0.19%+15+0.7%Added
Northeast Financial Consultants Inc2,027$412.0K0.02%+1,027+102.7%Added
Lincoln National Corp2,039$415.0K0.01%−217−9.6%Reduced
Richwood Investment Advisors, LLC2,044$415.0K0.37%00.0%Unchanged
First City Capital Management, Inc.2,072$421.0K0.23%−50−2.4%Reduced
NTV Asset Management LLC2,075$422.0K0.07%00.0%Unchanged
LCNB Corp2,083$423.0K0.20%00.0%Unchanged
Fusion Capital, LLC2,083$423.0K0.22%00.0%Unchanged
Logan Capital Management Inc2,080$423.0K0.02%00.0%Unchanged
Legacy Capital Partners, Inc.2,085$424.0K0.14%00.0%Unchanged
Schrum Private Wealth Management LLC2,121$426.0K0.43%00.0%Unchanged
Private Trust Co NA2,102$427.0K0.07%−50−2.3%Reduced
Pendal Group Limited4,979$432.0K0.00%−23,348−82.4%Reduced
Zuckerman Investment Group, LLC2,125$432.0K0.07%00.0%Unchanged
CWM, LLC2,133$433.0K0.00%+279+15.0%Added
Nicholas Hoffman & Company, LLC.2,139$435.0K0.02%00.0%Unchanged
Gofen & Glossberg LLC2,151$437.0K0.01%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,158$438.0K0.02%−18−0.8%Reduced
Mission Wealth Management, LP2,167$440.0K0.02%−79−3.5%Reduced
Shelton Capital Management2,190$445.0K0.02%00.0%Unchanged
Americana Partners, LLC4,434$445.0K0.14%+4,434New
Hardman Johnston Global Advisors LLC2,200$447.0K0.01%00.0%Unchanged
KB Financial Partners, LLC2,266$460.0K0.13%+278+14.0%Added
BSW Wealth Partners2,293$466.0K0.12%+369+19.2%Added
Personal Cfo Solutions, LLC2,309$469.0K0.09%+253+12.3%Added
Lombard Odier Asset Management (USA) Corp2,315$470.0K0.08%+820+54.8%Added
Cresset Asset Management, LLC2,303$471.0K0.00%−336−12.7%Reduced
Cary Street Partner Investment Advisory LLC2,304$471.0K0.13%−183−7.4%Reduced
Fulton Breakefield Broenniman LLC2,324$472.0K0.04%−8−0.3%Reduced
Laraway Financial Inc2,330$474.0K0.43%00.0%Unchanged
EverSource Wealth Advisors, LLC2,336$474.0K0.12%+865+58.8%Added
Fieldpoint Private Securities, LLC2,353$478.0K0.10%+145+6.6%Added
Northwest Quadrant Wealth Management, LLC2,321$478.0K0.13%+200+9.4%Added
Bryn Mawr Trust Co2,386$484.0K0.02%−88−3.6%Reduced
Silvercrest Asset Management Group LLC2,391$486.0K0.00%−1,072−31.0%Reduced
Roman Butler Fullerton & Co2,392$486.0K0.23%00.0%Unchanged
NTB Financial Corp2,395$487.0K0.35%00.0%Unchanged
Formidable Asset Management, LLC2,402$488.0K0.09%−59−2.4%Reduced
Palisade Capital Management LLC2,415$491.0K0.01%−467−16.2%Reduced
O'Brien Greene & Co. Inc2,419$491.0K0.16%+190+8.5%Added
Dearborn Partners LLC2,448$497.0K0.02%+193+8.6%Added
Fort Washington Investment Advisors Inc2,450$498.0K0.00%00.0%Unchanged
Rathbone Brothers plc2,471$502.0K0.01%−16−0.6%Reduced
Clarius Group, LLC2,298$506.0K0.04%00.0%Unchanged
Inlet Private Wealth, LLC2,537$515.0K0.13%00.0%Unchanged
Ballentine Partners, LLC2,540$516.0K0.02%−54−2.1%Reduced
180 Wealth Advisors, LLC2,538$517.0K0.11%−671−20.9%Reduced
Meixler Investment Management, Ltd.2,550$518.0K0.51%−62−2.4%Reduced
South Shore Capital Advisors2,561$520.0K0.85%−33−1.3%Reduced
Budros, Ruhlin & Roe, Inc.2,559$520.0K0.06%00.0%Unchanged
Founders Financial Alliance, LLC2,573$523.0K0.23%−11−0.4%Reduced
Ironwood Investment Counsel, LLC2,592$526.0K0.13%−502−16.2%Reduced
Mitchell Sinkler & Starr2,590$526.0K0.16%00.0%Unchanged
Beaumont Financial Partners, LLC2,587$526.0K0.04%+50+2.0%Added
Banco Santander, S.A.2,595$527.0K0.01%−50−1.9%Reduced
Forum Financial Management, LP2,602$528.0K0.03%+17+0.7%Added
Nwam LLC2,602$528.0K0.04%+2,602New
Principal Street Partners, LLC2,587$530.0K0.12%+2,587New
Lester Murray Antman dba SimplyRich2,628$533.0K0.19%−117−4.3%Reduced
Pitcairn Co2,622$533.0K0.05%+146+5.9%Added
Essex Savings Bank2,643$537.0K0.18%−22−0.8%Reduced
AdvisorShares Investments LLC2,660$540.0K0.09%+1,600+150.9%Added
Pitti Group Wealth Management, LLC2,685$545.0K0.64%+35+1.3%Added
Valmark Advisers, Inc.2,711$551.0K0.01%+52+2.0%Added
Clearstead Advisors, LLC2,742$557.0K0.04%+581+26.9%Added
Regal Investment Advisors LLC2,767$562.0K0.05%−3,317−54.5%Reduced
Nuveen Asset Management, LLC2,766$562.0K0.00%00.0%Unchanged
Henry James International Management, Inc.2,783$565.0K0.22%00.0%Unchanged
Fca Corp2,800$569.0K0.20%00.0%Unchanged
Integrated Advisors Network LLC2,808$571.0K0.03%+14+0.5%Added
Cable Hill Partners, LLC2,810$571.0K0.38%+330+13.3%Added
Amplius Wealth Advisors, LLC2,816$572.0K0.09%−181−6.0%Reduced
Becker Capital Management Inc2,833$575.0K0.02%+20+0.7%Added
SeaCrest Wealth Management, LLC2,867$582.0K0.07%+1,548+117.4%Added
InterOcean Capital Group, LLC2,868$583.0K0.02%−149−4.9%Reduced
Rehmann Capital Advisory Group2,868$583.3K0.06%−157−5.2%Reduced
Gladstone Institutional Advisory LLC2,880$585.0K0.04%−853−22.9%Reduced
Strategic Global Advisors, LLC2,886$586.0K0.09%+52+1.8%Added