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 |
|---|---|---|---|---|---|
| KCS Wealth Advisory | 9,383 | $1.91M | 0.88% | +343+3.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,177 | $1.86M | 0.03% | +9,177 | New |
| National Asset Management, Inc. | 9,156 | $1.86M | 0.06% | +412+4.7% | Added |
| Toronto Dominion Bank | 9,127 | $1.85M | 0.00% | −1,800−16.5% | Reduced |
| Financial Partners Capital Management LLC | 9,096 | $1.85M | 0.34% | −275−2.9% | Reduced |
| Griffin Asset Management, Inc. | 9,079 | $1.84M | 0.24% | −190−2.0% | Reduced |
| Lantz Financial LLC | 9,055 | $1.84M | 0.75% | −31−0.3% | Reduced |
| Yousif Capital Management, LLC | 9,048 | $1.84M | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 9,041 | $1.84M | 0.03% | +57+0.6% | Added |
| Capstone Triton Financial Group, LLC | 9,177 | $1.83M | 1.28% | +9,177 | New |
| Synovus Financial Corp | 8,989 | $1.82M | 0.02% | −2,585−22.3% | Reduced |
| Raymond James Trust N.A. | 8,902 | $1.81M | 0.06% | −15−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,661 | $1.76M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 8,648 | $1.76M | 0.02% | −216−2.4% | Reduced |
| Verition Fund Management LLC | 8,605 | $1.75M | 0.03% | +8,605 | New |
| Transcend Wealth Collective, LLC | 8,545 | $1.74M | 0.16% | −108−1.2% | Reduced |
| Stephens Inc | 8,528 | $1.73M | 0.03% | −1,392−14.0% | Reduced |
| Addison Capital Co | 8,381 | $1.70M | 0.81% | +1,280+18.0% | Added |
| Optiver Holding B.V. | 8,376 | $1.70M | 0.00% | −66,508−88.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,337 | $1.69M | 0.79% | +618+8.0% | Added |
| Bull Street Advisors, LLC | 8,315 | $1.69M | 0.82% | 00.0% | Unchanged |
| State Street Corp | 8,220 | $1.68M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 8,282 | $1.68M | 0.00% | −930−10.1% | Reduced |
| Candriam Luxembourg S.C.A. | 8,250 | $1.68M | 0.01% | −9,796−54.3% | Reduced |
| First Foundation Advisors | 8,206 | $1.67M | 0.06% | −790−8.8% | Reduced |
| Winning Points Advisors, LLC | 8,207 | $1.67M | 1.29% | −2,793−25.4% | Reduced |
| Marks Group Wealth Management, Inc | 8,198 | $1.67M | 0.21% | +1,738+26.9% | Added |
| Regions Financial Corp | 8,017 | $1.63M | 0.01% | −12−0.1% | Reduced |
| SS&H Financial Advisors, Inc. | 7,950 | $1.61M | 0.63% | +7,950 | New |
| Horizon Investments, LLC | 7,903 | $1.60M | 0.05% | +7,903 | New |
| M Holdings Securities, Inc. | 7,835 | $1.59M | 0.12% | +7,835 | New |
| Umb Bank N A | 7,739 | $1.57M | 0.02% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 7,737 | $1.57M | 0.18% | +200+2.7% | Added |
| Ervin Investment Management, LLC | 7,660 | $1.57M | 1.20% | +60+0.8% | Added |
| DRW Securities, LLC | 7,710 | $1.57M | 0.39% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 33,682 | $1.56M | 0.08% | −911−2.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,696 | $1.56M | 0.13% | +532+7.4% | Added |
| Ingalls & Snyder LLC | 7,628 | $1.55M | 0.07% | −285−3.6% | Reduced |
| Thoroughbred Financial Services, LLC | 7,524 | $1.53M | 0.25% | +3,311+78.6% | Added |
| Old Port Advisors | 7,283 | $1.49M | 0.51% | −140−1.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 7,273 | $1.48M | 0.01% | −65−0.9% | Reduced |
| Proficio Capital Partners LLC | 7,224 | $1.47M | 0.22% | +544+8.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,120 | $1.45M | 0.13% | +3,429+92.9% | Added |
| Wambolt & Associates, LLC | 7,017 | $1.44M | 0.52% | +219+3.2% | Added |
| Baxter Bros Inc | 7,075 | $1.44M | 0.22% | −64−0.9% | Reduced |
| Capital Insight Partners, LLC | 6,894 | $1.40M | 0.29% | −427−5.8% | Reduced |
| First Horizon Advisors, Inc. | 6,876 | $1.40M | 0.08% | −845−10.9% | Reduced |
| 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 |
| Stratos Wealth Partners, LTD. | 6,784 | $1.38M | 0.03% | +118+1.8% | Added |
| Accretive Wealth Partners, LLC | 6,769 | $1.38M | 0.86% | +107+1.6% | Added |
| Venture Visionary Partners LLC | 6,741 | $1.37M | 0.09% | −5,625−45.5% | Reduced |
| Bangor Savings Bank | 6,719 | $1.36M | 0.14% | +967+16.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,493 | $1.36M | 0.56% | −28−0.4% | Reduced |
| Lindbrook Capital, LLC | 6,690 | $1.36M | 0.21% | +30.0% | Added |
| Roundview Capital LLC | 6,612 | $1.34M | 0.14% | +4+0.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,600 | $1.34M | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,557 | $1.33M | 0.02% | +726+12.5% | Added |
| Joel Isaacson & Co., LLC | 6,423 | $1.33M | 0.10% | +7+0.1% | Added |
| Advisor Partners LLC | 6,511 | $1.32M | 0.08% | −1,127−14.8% | Reduced |
| Ritholtz Wealth Management | 6,459 | $1.31M | 0.09% | +263+4.2% | Added |
| Sterling Investment Management, Inc. | 6,455 | $1.31M | 0.92% | −1,424−18.1% | Reduced |
| Bokf, NA | 6,436 | $1.31M | 0.02% | −673−9.5% | Reduced |
| Huntington National Bank | 6,412 | $1.30M | 0.01% | +105+1.7% | Added |
| Notis-McConarty Edward | 6,400 | $1.30M | 0.46% | −590−8.4% | Reduced |
| Henshaw Capital LLC | 6,346 | $1.29M | 0.08% | −1,041−14.1% | Reduced |
| D.B. Root & Company, LLC | 6,331 | $1.29M | 0.48% | +101+1.6% | Added |
| Rossmore Private Capital | 6,301 | $1.28M | 0.20% | +52+0.8% | Added |
| FRG Family Wealth Advisors LLC | 6,235 | $1.27M | 0.25% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 6,188 | $1.26M | 0.86% | −66−1.1% | Reduced |
| Signaturefd, LLC | 6,184 | $1.26M | 0.04% | +104+1.7% | Added |
| JustInvest LLC | 6,137 | $1.24M | 0.06% | +949+18.3% | Added |
| Twelve Points Wealth Management LLC | 6,097 | $1.24M | 0.93% | −238−3.8% | Reduced |
| Level Four Advisory Services, LLC | 6,046 | $1.23M | 0.10% | +400+7.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 6,039 | $1.23M | 0.12% | −154−2.5% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $1.22M | 0.29% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,959 | $1.21M | 0.25% | −198−3.2% | Reduced |
| Segall Bryant & Hamill, LLC | 5,916 | $1.20M | 0.01% | +5,916 | New |
| Retirement Planning Co of New England, Inc. | 5,889 | $1.20M | 0.68% | −74−1.2% | Reduced |
| Apollon Wealth Management, LLC | 5,855 | $1.19M | 0.08% | −1,262−17.7% | Reduced |
| 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 |
| Stillwater Investment Management, LLC | 5,750 | $1.17M | 0.29% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,731 | $1.16M | 0.01% | +587+11.4% | 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 |
| Banco de Sabadell, S.A | 5,717 | $1.16M | 0.67% | +406+7.6% | Added |
| Moody Lynn & Lieberson, LLC | 5,681 | $1.15M | 0.08% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 5,659 | $1.15M | 0.02% | +95+1.7% | Added |
| Frontier Wealth Management LLC | 5,549 | $1.15M | 0.01% | +49+0.9% | Added |
| Pictet North America Advisors SA | 5,623 | $1.14M | 0.13% | −1,368−19.6% | Reduced |
| Stonegate Investment Group, LLC | 5,587 | $1.14M | 0.04% | −955−14.6% | Reduced |
| Banque Pictet & Cie SA | 5,529 | $1.12M | 0.01% | −1,368−19.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,512 | $1.12M | 0.12% | +875+18.9% | Added |
| Keystone Financial Group | 5,487 | $1.11M | 0.19% | +7+0.1% | Added |
| Occidental Asset Management, LLC | 5,477 | $1.11M | 0.28% | −95−1.7% | Reduced |
| BCGM Wealth Management, LLC | 5,590 | $1.11M | 0.60% | +515+10.1% | Added |
| Arden Trust Co | 5,467 | $1.11M | 0.22% | −7−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 5,459 | $1.11M | 0.31% | −200−3.5% | Reduced |
| Avalon Investment & Advisory | 5,399 | $1.10M | 0.03% | +1,906+54.6% | Added |