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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 4,757 | $966.0K | 0.06% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,774 | $977.0K | 0.02% | +4,774 | New |
| Tiedemann Advisors, LLC | 4,785 | $978.0K | 0.05% | −41−0.8% | Reduced |
| Wunderlich Capital Managemnt | 4,858 | $987.0K | 0.47% | −35−0.7% | Reduced |
| Sigma Planning Corp | 4,862 | $988.0K | 0.03% | +361+8.0% | Added |
| Comerica Securities,inc. | 4,856 | $994.0K | 0.07% | −33−0.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,925 | $1.00M | 0.20% | −144−2.8% | Reduced |
| Intelligent Financial Strategies | 4,935 | $1.00M | 0.98% | −649−11.6% | Reduced |
| Sandy Cove Advisors, LLC | 4,940 | $1.00M | 0.83% | +30+0.6% | Added |
| Parsons Capital Management Inc | 4,950 | $1.01M | 0.08% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 4,965 | $1.01M | 0.01% | +4,965 | New |
| Harbour Capital Advisors, LLC | 4,973 | $1.01M | 0.28% | −125−2.5% | Reduced |
| Heritage Wealth Advisors | 4,979 | $1.01M | 0.06% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,982 | $1.01M | 0.38% | 00.0% | Unchanged |
| Wealth Alliance | 5,064 | $1.03M | 0.21% | −14−0.3% | Reduced |
| Caldwell Trust Co | 5,163 | $1.05M | 0.12% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 5,130 | $1.05M | 0.14% | 00.0% | Unchanged |
| Harrison & Co Wealth Management, LLC | 5,182 | $1.05M | 0.92% | −88−1.7% | Reduced |
| Marshall Financial Group LLC | 5,183 | $1.05M | 0.43% | +361+7.5% | Added |
| Cullen/Frost Bankers, Inc. | 5,187 | $1.05M | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 5,199 | $1.06M | 0.70% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,180 | $1.07M | 0.08% | +602+13.1% | Added |
| Avantax Advisory Services, Inc. | 5,300 | $1.07M | 0.01% | +417+8.5% | Added |
| 683 Capital Management, LLC | 5,300 | $1.08M | 0.06% | −16,300−75.5% | Reduced |
| Bell Rock Capital LLC | 5,237 | $1.08M | 1.01% | −1,239−19.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,339 | $1.08M | 0.05% | +1,023+23.7% | Added |
| Citizens National Bank Trust Department | 5,510 | $1.09M | 0.44% | −645−10.5% | Reduced |
| Boston Private Wealth LLC | 5,398 | $1.10M | 0.01% | +236+4.6% | Added |
| Avalon Investment & Advisory | 5,399 | $1.10M | 0.03% | +1,906+54.6% | Added |
| Sterling Investment Advisors, Ltd. | 5,459 | $1.11M | 0.31% | −200−3.5% | Reduced |
| Arden Trust Co | 5,467 | $1.11M | 0.22% | −7−0.1% | Reduced |
| BCGM Wealth Management, LLC | 5,590 | $1.11M | 0.60% | +515+10.1% | Added |
| Occidental Asset Management, LLC | 5,477 | $1.11M | 0.28% | −95−1.7% | Reduced |
| Keystone Financial Group | 5,487 | $1.11M | 0.19% | +7+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,512 | $1.12M | 0.12% | +875+18.9% | Added |
| Banque Pictet & Cie SA | 5,529 | $1.12M | 0.01% | −1,368−19.8% | Reduced |
| Stonegate Investment Group, LLC | 5,587 | $1.14M | 0.04% | −955−14.6% | Reduced |
| Pictet North America Advisors SA | 5,623 | $1.14M | 0.13% | −1,368−19.6% | Reduced |
| Frontier Wealth Management LLC | 5,549 | $1.15M | 0.01% | +49+0.9% | Added |
| Peapack Gladstone Financial Corp | 5,659 | $1.15M | 0.02% | +95+1.7% | Added |
| Moody Lynn & Lieberson, LLC | 5,681 | $1.15M | 0.08% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 5,717 | $1.16M | 0.67% | +406+7.6% | Added |
| Abbot Financial Management, Inc. | 5,725 | $1.16M | 0.57% | −150−2.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 5,725 | $1.16M | 0.85% | +30+0.5% | Added |
| Guggenheim Capital LLC | 5,731 | $1.16M | 0.01% | +587+11.4% | Added |
| Stillwater Investment Management, LLC | 5,750 | $1.17M | 0.29% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 5,766 | $1.17M | 0.12% | −709−10.9% | Reduced |
| MUFG Americas Holdings Corp | 5,771 | $1.17M | 0.02% | −275−4.5% | Reduced |
| Apollon Wealth Management, LLC | 5,855 | $1.19M | 0.08% | −1,262−17.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,889 | $1.20M | 0.68% | −74−1.2% | Reduced |
| Segall Bryant & Hamill, LLC | 5,916 | $1.20M | 0.01% | +5,916 | New |
| Probity Advisors, Inc. | 5,959 | $1.21M | 0.25% | −198−3.2% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $1.22M | 0.29% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 6,039 | $1.23M | 0.12% | −154−2.5% | Reduced |
| Level Four Advisory Services, LLC | 6,046 | $1.23M | 0.10% | +400+7.1% | Added |
| Twelve Points Wealth Management LLC | 6,097 | $1.24M | 0.93% | −238−3.8% | Reduced |
| JustInvest LLC | 6,137 | $1.24M | 0.06% | +949+18.3% | Added |
| Signaturefd, LLC | 6,184 | $1.26M | 0.04% | +104+1.7% | Added |
| Aberdeen Wealth Management LLC | 6,188 | $1.26M | 0.86% | −66−1.1% | Reduced |
| FRG Family Wealth Advisors LLC | 6,235 | $1.27M | 0.25% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,301 | $1.28M | 0.20% | +52+0.8% | Added |
| D.B. Root & Company, LLC | 6,331 | $1.29M | 0.48% | +101+1.6% | Added |
| Henshaw Capital LLC | 6,346 | $1.29M | 0.08% | −1,041−14.1% | Reduced |
| Notis-McConarty Edward | 6,400 | $1.30M | 0.46% | −590−8.4% | Reduced |
| Huntington National Bank | 6,412 | $1.30M | 0.01% | +105+1.7% | Added |
| Bokf, NA | 6,436 | $1.31M | 0.02% | −673−9.5% | Reduced |
| Sterling Investment Management, Inc. | 6,455 | $1.31M | 0.92% | −1,424−18.1% | Reduced |
| Ritholtz Wealth Management | 6,459 | $1.31M | 0.09% | +263+4.2% | Added |
| Advisor Partners LLC | 6,511 | $1.32M | 0.08% | −1,127−14.8% | Reduced |
| Joel Isaacson & Co., LLC | 6,423 | $1.33M | 0.10% | +7+0.1% | Added |
| Park Avenue Securities LLC | 6,557 | $1.33M | 0.02% | +726+12.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,600 | $1.34M | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 6,612 | $1.34M | 0.14% | +4+0.1% | Added |
| Lindbrook Capital, LLC | 6,690 | $1.36M | 0.21% | +30.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,493 | $1.36M | 0.56% | −28−0.4% | Reduced |
| Bangor Savings Bank | 6,719 | $1.36M | 0.14% | +967+16.8% | Added |
| Venture Visionary Partners LLC | 6,741 | $1.37M | 0.09% | −5,625−45.5% | Reduced |
| Accretive Wealth Partners, LLC | 6,769 | $1.38M | 0.86% | +107+1.6% | Added |
| Stratos Wealth Partners, LTD. | 6,784 | $1.38M | 0.03% | +118+1.8% | Added |
| Eagle Asset Management Inc | 6,793 | $1.38M | 0.01% | −521−7.1% | Reduced |
| Prudential Financial Inc | 6,788 | $1.38M | 0.00% | +1,704+33.5% | Added |
| First Horizon Advisors, Inc. | 6,876 | $1.40M | 0.08% | −845−10.9% | Reduced |
| Capital Insight Partners, LLC | 6,894 | $1.40M | 0.29% | −427−5.8% | Reduced |
| Baxter Bros Inc | 7,075 | $1.44M | 0.22% | −64−0.9% | Reduced |
| Wambolt & Associates, LLC | 7,017 | $1.44M | 0.52% | +219+3.2% | Added |
| Ashton Thomas Private Wealth, LLC | 7,120 | $1.45M | 0.13% | +3,429+92.9% | Added |
| Proficio Capital Partners LLC | 7,224 | $1.47M | 0.22% | +544+8.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 7,273 | $1.48M | 0.01% | −65−0.9% | Reduced |
| Old Port Advisors | 7,283 | $1.49M | 0.51% | −140−1.9% | Reduced |
| Thoroughbred Financial Services, LLC | 7,524 | $1.53M | 0.25% | +3,311+78.6% | Added |
| Ingalls & Snyder LLC | 7,628 | $1.55M | 0.07% | −285−3.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,696 | $1.56M | 0.13% | +532+7.4% | Added |
| Valeo Financial Advisors, LLC | 33,682 | $1.56M | 0.08% | −911−2.6% | Reduced |
| DRW Securities, LLC | 7,710 | $1.57M | 0.39% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 7,660 | $1.57M | 1.20% | +60+0.8% | Added |
| Weatherly Asset Management L. P. | 7,737 | $1.57M | 0.18% | +200+2.7% | Added |
| Umb Bank N A | 7,739 | $1.57M | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 7,835 | $1.59M | 0.12% | +7,835 | New |
| Horizon Investments, LLC | 7,903 | $1.60M | 0.05% | +7,903 | New |
| SS&H Financial Advisors, Inc. | 7,950 | $1.61M | 0.63% | +7,950 | New |