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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 2,908 | $591.0K | 0.05% | −393−11.9% | Reduced |
| Altium Wealth Management LLC | 2,959 | $601.0K | 0.04% | +528+21.7% | Added |
| Flputnam Investment Management Co | 2,963 | $602.0K | 0.02% | −840−22.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,973 | $604.0K | 0.06% | +59+2.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $609.0K | 0.05% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 2,998 | $609.0K | 0.04% | +64+2.2% | Added |
| Murphy Pohlad Asset Management LLC | 3,007 | $610.0K | 0.25% | −75−2.4% | Reduced |
| Alhambra Investment Partners LLC | 3,015 | $612.0K | 0.40% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,003 | $614.0K | 0.05% | +3,003 | New |
| OmniStar Financial Group, Inc. | 3,049 | $619.0K | 0.61% | +314+11.5% | Added |
| Fiduciary Group LLC | 3,420 | $624.0K | 0.08% | −30−0.9% | Reduced |
| Canvas Wealth Advisors, LLC | 3,135 | $627.0K | 0.23% | −2,882−47.9% | Reduced |
| Cullinan Associates Inc | 3,100 | $630.0K | 0.03% | +800+34.8% | Added |
| Lido Advisors, LLC | 3,156 | $641.0K | 0.01% | +163+5.4% | Added |
| McDonald Partners LLC | 3,162 | $642.0K | 0.14% | +3,150+26,250.0% | Added |
| Cohen Investment Advisors LLC | 3,205 | $651.0K | 0.48% | +28+0.9% | Added |
| Dorchester Wealth Management Co | 2,565 | $651.0K | 0.10% | −50−1.9% | Reduced |
| Essex Financial Services, Inc. | 3,216 | $653.0K | 0.06% | −201−5.9% | Reduced |
| Independent Advisor Alliance | 3,234 | $657.0K | 0.03% | +1,040+47.4% | Added |
| Ellevest, Inc. | 3,308 | $672.0K | 0.06% | +560+20.4% | Added |
| Wealthsource Partners, LLC | 3,342 | $679.0K | 0.05% | −50−1.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,405 | $691.0K | 0.08% | −6−0.2% | Reduced |
| L.M. Kohn & Company | 3,400 | $691.0K | 0.27% | +3,400 | New |
| Atlas Capital Advisors LLC | 3,412 | $693.1K | 0.11% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 3,425 | $696.0K | 0.06% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 3,431 | $697.0K | 0.62% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,437 | $698.0K | 0.07% | −194−5.3% | Reduced |
| Janus Henderson Group PLC | 3,454 | $701.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,454 | $702.0K | 0.02% | −220−6.0% | Reduced |
| Intrust Bank NA | 3,465 | $704.0K | 0.09% | −149−4.1% | Reduced |
| First Nebraska Trust Co | 3,466 | $704.1K | 0.08% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 3,474 | $706.0K | 0.02% | +175+5.3% | Added |
| Western Wealth Management, LLC | 3,478 | $707.0K | 0.03% | +1,855+114.3% | Added |
| Salvus Wealth Management, LLC | 3,490 | $709.0K | 0.54% | +118+3.5% | Added |
| Summitry LLC | 3,543 | $720.0K | 0.04% | −270−7.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,518 | $721.0K | 0.06% | −1,121−24.2% | Reduced |
| Benjamin Edwards Inc | 3,548 | $721.0K | 0.21% | +436+14.0% | Added |
| Wimmer Associates 1, LLC | 3,603 | $732.0K | 0.41% | −10−0.3% | Reduced |
| HBK Sorce Advisory LLC | 3,645 | $741.0K | 0.04% | +251+7.4% | Added |
| Wrapmanager Inc | 3,653 | $742.0K | 0.20% | +189+5.5% | Added |
| King Luther Capital Management Corp | 3,658 | $743.0K | 0.00% | +30+0.8% | Added |
| Crawford Investment Counsel Inc | 3,664 | $744.0K | 0.01% | +39+1.1% | Added |
| Texas Yale Capital Corp. | 3,665 | $745.0K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 3,670 | $746.0K | 0.01% | −433−10.6% | Reduced |
| Affiance Financial, LLC | 3,703 | $752.0K | 0.37% | 00.0% | Unchanged |
| Sather Financial Group Inc | 3,747 | $761.0K | 0.07% | +73+2.0% | Added |
| Highlander Capital Management, LLC | 3,750 | $762.0K | 0.36% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,749 | $762.0K | 0.02% | +816+27.8% | Added |
| CAPROCK Group, Inc. | 3,697 | $763.0K | 0.07% | +19+0.5% | Added |
| Cetera Advisors LLC | 3,782 | $768.0K | 0.02% | +51+1.4% | Added |
| Vise Technologies, Inc. | 3,780 | $768.0K | 0.29% | +1,566+70.7% | Added |
| Covington Capital Management | 3,840 | $780.0K | 0.03% | −235−5.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,911 | $782.0K | 0.03% | −49−1.2% | Reduced |
| Royal Capital Wealth Management, LLC | 3,848 | $782.0K | 0.77% | 00.0% | Unchanged |
| First National Trust Co | 3,861 | $784.0K | 0.04% | −24−0.6% | Reduced |
| Millennium Management LLC | 3,881 | $788.0K | 0.00% | +3,881 | New |
| Deutsche Bank AG | 3,891 | $791.0K | 0.00% | −399−9.3% | Reduced |
| Advisor OS, LLC | 3,906 | $793.0K | 0.23% | +499+14.6% | Added |
| Stableford Capital II LLC | 3,774 | $794.0K | 0.34% | −2,248−37.3% | Reduced |
| Veritable, L.P. | 3,909 | $794.0K | 0.01% | +43+1.1% | Added |
| Fragasso Group Inc. | 3,925 | $797.0K | 0.09% | −126−3.1% | Reduced |
| Parallel Advisors, LLC | 3,897 | $798.0K | 0.03% | −128−3.2% | Reduced |
| Evergreen Capital Management LLC | 3,983 | $809.0K | 0.03% | +94+2.4% | Added |
| SkyView Investment Advisors, LLC | 4,173 | $822.0K | 0.19% | −15,239−78.5% | Reduced |
| Wedbush Securities Inc | 4,079 | $829.0K | 0.04% | −344−7.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,082 | $829.0K | 0.53% | +313+8.3% | Added |
| Icon Wealth Partners, LLC | 4,088 | $830.0K | 0.08% | −8−0.2% | Reduced |
| Qtron Investments LLC | 4,099 | $833.0K | 0.19% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,127 | $838.0K | 0.19% | +4+0.1% | Added |
| Moreno Evelyn V | 4,130 | $839.0K | 0.17% | +4,130 | New |
| Bradley Foster & Sargent Inc | 4,160 | $845.0K | 0.02% | −792−16.0% | Reduced |
| Freestone Capital Holdings, LLC | 4,159 | $845.0K | 0.03% | +2,934+239.5% | Added |
| Susquehanna International Group, LLP | 4,190 | $851.0K | 0.00% | +2,763+193.6% | Added |
| ProVise Management Group, LLC | 4,220 | $857.0K | 0.08% | −1,158−21.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,240 | $861.0K | 0.27% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,248 | $863.0K | 0.12% | +15+0.4% | Added |
| Eudaimonia Partners, LLC | 4,270 | $867.0K | 0.15% | +4,270 | New |
| Glenview Trust Co | 4,293 | $872.0K | 0.03% | −50−1.2% | Reduced |
| Jacobi Capital Management LLC | 4,313 | $876.0K | 0.10% | +161+3.9% | Added |
| Avestar Capital, LLC | 4,283 | $877.0K | 0.17% | −355−7.7% | Reduced |
| Cypress Capital Group | 4,329 | $880.0K | 0.11% | +1,679+63.4% | Added |
| Canandaigua National Corp | 4,350 | $884.0K | 0.13% | −602−12.2% | Reduced |
| Bessemer Group Inc | 4,385 | $891.0K | 0.00% | +180+4.3% | Added |
| Quadrant Capital Group LLC | 4,402 | $894.0K | 0.11% | −70−1.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 4,400 | $894.0K | 0.34% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,402 | $894.0K | 0.04% | +337+8.3% | Added |
| Regent Investment Management LLC | 4,416 | $897.0K | 0.21% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,436 | $901.0K | 0.05% | −43−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,455 | $905.0K | 0.01% | +20.0% | Added |
| Johnson Investment Counsel Inc | 4,432 | $914.0K | 0.01% | −33−0.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,508 | $916.0K | 0.12% | −285−5.9% | Reduced |
| AE Wealth Management LLC | 4,514 | $917.0K | 0.01% | +538+13.5% | Added |
| Dorsey & Whitney Trust CO LLC | 4,521 | $919.0K | 0.08% | +37+0.8% | Added |
| Cerity Partners LLC | 4,570 | $927.0K | 0.01% | +594+14.9% | Added |
| CoreCap Advisors, LLC | 4,574 | $929.0K | 0.06% | +524+12.9% | Added |
| Asset Management One Co.,Ltd. | 4,646 | $943.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,646 | $944.0K | 0.55% | +925+24.9% | Added |
| Veriti Management LLC | 4,680 | $951.0K | 0.12% | +2,043+77.5% | Added |
| Mutual Advisors, LLC | 4,700 | $955.0K | 0.05% | −47−1.0% | Reduced |
| Ancora Advisors, LLC | 4,716 | $958.0K | 0.02% | +200+4.4% | Added |