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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 5,398 | $1.10M | 0.01% | +236+4.6% | Added |
| Citizens National Bank Trust Department | 5,510 | $1.09M | 0.44% | −645−10.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,339 | $1.08M | 0.05% | +1,023+23.7% | Added |
| Bell Rock Capital LLC | 5,237 | $1.08M | 1.01% | −1,239−19.1% | Reduced |
| 683 Capital Management, LLC | 5,300 | $1.08M | 0.06% | −16,300−75.5% | Reduced |
| Avantax Advisory Services, Inc. | 5,300 | $1.07M | 0.01% | +417+8.5% | Added |
| Summit Financial, LLC | 5,180 | $1.07M | 0.08% | +602+13.1% | Added |
| Solstein Capital, LLC | 5,199 | $1.06M | 0.70% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,187 | $1.05M | 0.02% | 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 |
| ICICI Prudential Asset Management Co Ltd | 5,130 | $1.05M | 0.14% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,163 | $1.05M | 0.12% | 00.0% | Unchanged |
| Wealth Alliance | 5,064 | $1.03M | 0.21% | −14−0.3% | Reduced |
| CWS Financial Advisors, LLC | 4,982 | $1.01M | 0.38% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,979 | $1.01M | 0.06% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 4,973 | $1.01M | 0.28% | −125−2.5% | Reduced |
| Voloridge Investment Management, LLC | 4,965 | $1.01M | 0.01% | +4,965 | New |
| Parsons Capital Management Inc | 4,950 | $1.01M | 0.08% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 4,940 | $1.00M | 0.83% | +30+0.6% | Added |
| Intelligent Financial Strategies | 4,935 | $1.00M | 0.98% | −649−11.6% | Reduced |
| Coastal Investment Advisors, Inc. | 4,925 | $1.00M | 0.20% | −144−2.8% | Reduced |
| Comerica Securities,inc. | 4,856 | $994.0K | 0.07% | −33−0.7% | Reduced |
| Sigma Planning Corp | 4,862 | $988.0K | 0.03% | +361+8.0% | Added |
| Wunderlich Capital Managemnt | 4,858 | $987.0K | 0.47% | −35−0.7% | Reduced |
| Tiedemann Advisors, LLC | 4,785 | $978.0K | 0.05% | −41−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 4,774 | $977.0K | 0.02% | +4,774 | New |
| Welch Group, LLC | 4,757 | $966.0K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,716 | $958.0K | 0.02% | +200+4.4% | Added |
| Mutual Advisors, LLC | 4,700 | $955.0K | 0.05% | −47−1.0% | Reduced |
| Veriti Management LLC | 4,680 | $951.0K | 0.12% | +2,043+77.5% | Added |
| Atlas Private Wealth Management | 4,646 | $944.0K | 0.55% | +925+24.9% | Added |
| Asset Management One Co.,Ltd. | 4,646 | $943.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,574 | $929.0K | 0.06% | +524+12.9% | Added |
| Cerity Partners LLC | 4,570 | $927.0K | 0.01% | +594+14.9% | Added |
| Dorsey & Whitney Trust CO LLC | 4,521 | $919.0K | 0.08% | +37+0.8% | Added |
| AE Wealth Management LLC | 4,514 | $917.0K | 0.01% | +538+13.5% | Added |
| Pekin Hardy Strauss, Inc. | 4,508 | $916.0K | 0.12% | −285−5.9% | Reduced |
| Johnson Investment Counsel Inc | 4,432 | $914.0K | 0.01% | −33−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,455 | $905.0K | 0.01% | +20.0% | Added |
| Grimes & Company, Inc. | 4,436 | $901.0K | 0.05% | −43−1.0% | Reduced |
| Regent Investment Management LLC | 4,416 | $897.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| Bessemer Group Inc | 4,385 | $891.0K | 0.00% | +180+4.3% | Added |
| Canandaigua National Corp | 4,350 | $884.0K | 0.13% | −602−12.2% | Reduced |
| Cypress Capital Group | 4,329 | $880.0K | 0.11% | +1,679+63.4% | Added |
| Avestar Capital, LLC | 4,283 | $877.0K | 0.17% | −355−7.7% | Reduced |
| Jacobi Capital Management LLC | 4,313 | $876.0K | 0.10% | +161+3.9% | Added |
| Glenview Trust Co | 4,293 | $872.0K | 0.03% | −50−1.2% | Reduced |
| Eudaimonia Partners, LLC | 4,270 | $867.0K | 0.15% | +4,270 | New |
| Financial Architects, Inc | 4,248 | $863.0K | 0.12% | +15+0.4% | Added |
| Lawson Kroeker Investment Management Inc | 4,240 | $861.0K | 0.27% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 4,220 | $857.0K | 0.08% | −1,158−21.5% | Reduced |
| Susquehanna International Group, LLP | 4,190 | $851.0K | 0.00% | +2,763+193.6% | Added |
| 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 |
| Moreno Evelyn V | 4,130 | $839.0K | 0.17% | +4,130 | New |
| 9258 Wealth Management, LLC | 4,127 | $838.0K | 0.19% | +4+0.1% | Added |
| Qtron Investments LLC | 4,099 | $833.0K | 0.19% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 4,088 | $830.0K | 0.08% | −8−0.2% | 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 |
| SkyView Investment Advisors, LLC | 4,173 | $822.0K | 0.19% | −15,239−78.5% | Reduced |
| Evergreen Capital Management LLC | 3,983 | $809.0K | 0.03% | +94+2.4% | Added |
| Parallel Advisors, LLC | 3,897 | $798.0K | 0.03% | −128−3.2% | Reduced |
| Fragasso Group Inc. | 3,925 | $797.0K | 0.09% | −126−3.1% | Reduced |
| 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 |
| Advisor OS, LLC | 3,906 | $793.0K | 0.23% | +499+14.6% | Added |
| Deutsche Bank AG | 3,891 | $791.0K | 0.00% | −399−9.3% | Reduced |
| Millennium Management LLC | 3,881 | $788.0K | 0.00% | +3,881 | New |
| First National Trust Co | 3,861 | $784.0K | 0.04% | −24−0.6% | 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 |
| Covington Capital Management | 3,840 | $780.0K | 0.03% | −235−5.8% | Reduced |
| 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 |
| CAPROCK Group, Inc. | 3,697 | $763.0K | 0.07% | +19+0.5% | 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 |
| Sather Financial Group Inc | 3,747 | $761.0K | 0.07% | +73+2.0% | Added |
| Affiance Financial, LLC | 3,703 | $752.0K | 0.37% | 00.0% | Unchanged |
| Greenleaf Trust | 3,670 | $746.0K | 0.01% | −433−10.6% | Reduced |
| Texas Yale Capital Corp. | 3,665 | $745.0K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,664 | $744.0K | 0.01% | +39+1.1% | Added |
| King Luther Capital Management Corp | 3,658 | $743.0K | 0.00% | +30+0.8% | Added |
| Wrapmanager Inc | 3,653 | $742.0K | 0.20% | +189+5.5% | Added |
| HBK Sorce Advisory LLC | 3,645 | $741.0K | 0.04% | +251+7.4% | Added |
| Wimmer Associates 1, LLC | 3,603 | $732.0K | 0.41% | −10−0.3% | 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 |
| Summitry LLC | 3,543 | $720.0K | 0.04% | −270−7.1% | Reduced |
| Salvus Wealth Management, LLC | 3,490 | $709.0K | 0.54% | +118+3.5% | Added |
| Western Wealth Management, LLC | 3,478 | $707.0K | 0.03% | +1,855+114.3% | Added |
| Regentatlantic Capital LLC | 3,474 | $706.0K | 0.02% | +175+5.3% | Added |
| First Nebraska Trust Co | 3,466 | $704.1K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 3,465 | $704.0K | 0.09% | −149−4.1% | Reduced |
| Spire Wealth Management | 3,454 | $702.0K | 0.02% | −220−6.0% | Reduced |