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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 3,454 | $701.0K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,437 | $698.0K | 0.07% | −194−5.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,431 | $697.0K | 0.62% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 3,425 | $696.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,412 | $693.1K | 0.11% | 00.0% | Unchanged |
| 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 |
| Wealthsource Partners, LLC | 3,342 | $679.0K | 0.05% | −50−1.5% | Reduced |
| Ellevest, Inc. | 3,308 | $672.0K | 0.06% | +560+20.4% | Added |
| Independent Advisor Alliance | 3,234 | $657.0K | 0.03% | +1,040+47.4% | Added |
| Essex Financial Services, Inc. | 3,216 | $653.0K | 0.06% | −201−5.9% | Reduced |
| 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 |
| McDonald Partners LLC | 3,162 | $642.0K | 0.14% | +3,150+26,250.0% | Added |
| Lido Advisors, LLC | 3,156 | $641.0K | 0.01% | +163+5.4% | Added |
| Cullinan Associates Inc | 3,100 | $630.0K | 0.03% | +800+34.8% | Added |
| Canvas Wealth Advisors, LLC | 3,135 | $627.0K | 0.23% | −2,882−47.9% | Reduced |
| Fiduciary Group LLC | 3,420 | $624.0K | 0.08% | −30−0.9% | Reduced |
| OmniStar Financial Group, Inc. | 3,049 | $619.0K | 0.61% | +314+11.5% | Added |
| Summit Trail Advisors, LLC | 3,003 | $614.0K | 0.05% | +3,003 | New |
| Alhambra Investment Partners LLC | 3,015 | $612.0K | 0.40% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 3,007 | $610.0K | 0.25% | −75−2.4% | Reduced |
| 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 |
| Checchi Capital Advisers, LLC | 2,973 | $604.0K | 0.06% | +59+2.0% | Added |
| Flputnam Investment Management Co | 2,963 | $602.0K | 0.02% | −840−22.1% | Reduced |
| Altium Wealth Management LLC | 2,959 | $601.0K | 0.04% | +528+21.7% | Added |
| Venturi Wealth Management, LLC | 2,908 | $591.0K | 0.05% | −393−11.9% | Reduced |
| Strategic Global Advisors, LLC | 2,886 | $586.0K | 0.09% | +52+1.8% | Added |
| Gladstone Institutional Advisory LLC | 2,880 | $585.0K | 0.04% | −853−22.9% | Reduced |
| Rehmann Capital Advisory Group | 2,868 | $583.3K | 0.06% | −157−5.2% | Reduced |
| InterOcean Capital Group, LLC | 2,868 | $583.0K | 0.02% | −149−4.9% | Reduced |
| SeaCrest Wealth Management, LLC | 2,867 | $582.0K | 0.07% | +1,548+117.4% | Added |
| Becker Capital Management Inc | 2,833 | $575.0K | 0.02% | +20+0.7% | Added |
| Amplius Wealth Advisors, LLC | 2,816 | $572.0K | 0.09% | −181−6.0% | Reduced |
| Integrated Advisors Network LLC | 2,808 | $571.0K | 0.03% | +14+0.5% | Added |
| Cable Hill Partners, LLC | 2,810 | $571.0K | 0.38% | +330+13.3% | Added |
| Fca Corp | 2,800 | $569.0K | 0.20% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 2,783 | $565.0K | 0.22% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,767 | $562.0K | 0.05% | −3,317−54.5% | Reduced |
| Nuveen Asset Management, LLC | 2,766 | $562.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,742 | $557.0K | 0.04% | +581+26.9% | Added |
| Valmark Advisers, Inc. | 2,711 | $551.0K | 0.01% | +52+2.0% | Added |
| Pitti Group Wealth Management, LLC | 2,685 | $545.0K | 0.64% | +35+1.3% | Added |
| AdvisorShares Investments LLC | 2,660 | $540.0K | 0.09% | +1,600+150.9% | Added |
| Essex Savings Bank | 2,643 | $537.0K | 0.18% | −22−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,628 | $533.0K | 0.19% | −117−4.3% | Reduced |
| Pitcairn Co | 2,622 | $533.0K | 0.05% | +146+5.9% | Added |
| Principal Street Partners, LLC | 2,587 | $530.0K | 0.12% | +2,587 | New |
| Forum Financial Management, LP | 2,602 | $528.0K | 0.03% | +17+0.7% | Added |
| Nwam LLC | 2,602 | $528.0K | 0.04% | +2,602 | New |
| Banco Santander, S.A. | 2,595 | $527.0K | 0.01% | −50−1.9% | Reduced |
| Ironwood Investment Counsel, LLC | 2,592 | $526.0K | 0.13% | −502−16.2% | Reduced |
| Mitchell Sinkler & Starr | 2,590 | $526.0K | 0.16% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 2,587 | $526.0K | 0.04% | +50+2.0% | Added |
| Founders Financial Alliance, LLC | 2,573 | $523.0K | 0.23% | −11−0.4% | Reduced |
| South Shore Capital Advisors | 2,561 | $520.0K | 0.85% | −33−1.3% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 2,559 | $520.0K | 0.06% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,550 | $518.0K | 0.51% | −62−2.4% | Reduced |
| 180 Wealth Advisors, LLC | 2,538 | $517.0K | 0.11% | −671−20.9% | Reduced |
| Ballentine Partners, LLC | 2,540 | $516.0K | 0.02% | −54−2.1% | Reduced |
| Inlet Private Wealth, LLC | 2,537 | $515.0K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,298 | $506.0K | 0.04% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,471 | $502.0K | 0.01% | −16−0.6% | Reduced |
| Fort Washington Investment Advisors Inc | 2,450 | $498.0K | 0.00% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,448 | $497.0K | 0.02% | +193+8.6% | Added |
| Palisade Capital Management LLC | 2,415 | $491.0K | 0.01% | −467−16.2% | Reduced |
| O'Brien Greene & Co. Inc | 2,419 | $491.0K | 0.16% | +190+8.5% | Added |
| Formidable Asset Management, LLC | 2,402 | $488.0K | 0.09% | −59−2.4% | Reduced |
| NTB Financial Corp | 2,395 | $487.0K | 0.35% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,391 | $486.0K | 0.00% | −1,072−31.0% | Reduced |
| Roman Butler Fullerton & Co | 2,392 | $486.0K | 0.23% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,386 | $484.0K | 0.02% | −88−3.6% | Reduced |
| Fieldpoint Private Securities, LLC | 2,353 | $478.0K | 0.10% | +145+6.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,321 | $478.0K | 0.13% | +200+9.4% | Added |
| Laraway Financial Inc | 2,330 | $474.0K | 0.43% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,336 | $474.0K | 0.12% | +865+58.8% | Added |
| Fulton Breakefield Broenniman LLC | 2,324 | $472.0K | 0.04% | −8−0.3% | Reduced |
| Cresset Asset Management, LLC | 2,303 | $471.0K | 0.00% | −336−12.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,304 | $471.0K | 0.13% | −183−7.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,315 | $470.0K | 0.08% | +820+54.8% | Added |
| Personal Cfo Solutions, LLC | 2,309 | $469.0K | 0.09% | +253+12.3% | Added |
| BSW Wealth Partners | 2,293 | $466.0K | 0.12% | +369+19.2% | Added |
| KB Financial Partners, LLC | 2,266 | $460.0K | 0.13% | +278+14.0% | Added |
| Hardman Johnston Global Advisors LLC | 2,200 | $447.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 2,190 | $445.0K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 4,434 | $445.0K | 0.14% | +4,434 | New |
| Mission Wealth Management, LP | 2,167 | $440.0K | 0.02% | −79−3.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,158 | $438.0K | 0.02% | −18−0.8% | Reduced |
| Gofen & Glossberg LLC | 2,151 | $437.0K | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 2,139 | $435.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,133 | $433.0K | 0.00% | +279+15.0% | Added |
| Pendal Group Limited | 4,979 | $432.0K | 0.00% | −23,348−82.4% | Reduced |
| Zuckerman Investment Group, LLC | 2,125 | $432.0K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 2,102 | $427.0K | 0.07% | −50−2.3% | Reduced |
| Schrum Private Wealth Management LLC | 2,121 | $426.0K | 0.43% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 2,085 | $424.0K | 0.14% | 00.0% | Unchanged |
| LCNB Corp | 2,083 | $423.0K | 0.20% | 00.0% | Unchanged |
| Fusion Capital, LLC | 2,083 | $423.0K | 0.22% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,080 | $423.0K | 0.02% | 00.0% | Unchanged |