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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 2,075 | $422.0K | 0.07% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,072 | $421.0K | 0.23% | −50−2.4% | Reduced |
| Lincoln National Corp | 2,039 | $415.0K | 0.01% | −217−9.6% | Reduced |
| Richwood Investment Advisors, LLC | 2,044 | $415.0K | 0.37% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,028 | $412.0K | 0.02% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,030 | $412.0K | 0.19% | +15+0.7% | Added |
| Northeast Financial Consultants Inc | 2,027 | $412.0K | 0.02% | +1,027+102.7% | Added |
| Garde Capital, Inc. | 2,025 | $411.0K | 0.04% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,869 | $411.0K | 0.51% | +19+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 2,027 | $411.0K | 0.00% | +449+28.5% | Added |
| Enterprise Financial Services Corp | 2,019 | $410.0K | 0.07% | +66+3.4% | Added |
| Grove Bank & Trust | 2,006 | $408.0K | 0.08% | 00.0% | Unchanged |
| Headinvest, LLC | 1,997 | $406.0K | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,999 | $406.0K | 0.04% | +1,999 | New |
| Qube Research & Technologies Ltd | 1,992 | $405.0K | 0.00% | −1,381−40.9% | Reduced |
| Aevitas Wealth Management, Inc. | 1,996 | $405.0K | 0.25% | −450−18.4% | Reduced |
| Keel Point, LLC | 1,990 | $404.0K | 0.06% | +557+38.9% | Added |
| Geneos Wealth Management Inc. | 1,986 | $403.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,973 | $401.0K | 0.11% | −63−3.1% | Reduced |
| One Wealth Advisors, LLC | 1,955 | $397.0K | 0.10% | +79+4.2% | Added |
| First National Corp | 1,948 | $396.0K | 0.08% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,947 | $396.0K | 0.12% | +57+3.0% | Added |
| Marcum Wealth, LLC | 1,944 | $395.0K | 0.05% | +82+4.4% | Added |
| Moody National Bank Trust Division | 1,944 | $395.0K | 0.01% | +99+5.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,932 | $392.0K | 0.07% | +227+13.3% | Added |
| Pathstone Family Office, LLC | 1,909 | $391.0K | 0.01% | −4,592−70.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,924 | $391.0K | 0.01% | +60+3.2% | Added |
| Kingsview Wealth Management, LLC | 1,918 | $389.7K | 0.02% | −45−2.3% | Reduced |
| Aptus Capital Advisors, LLC | 1,900 | $389.0K | 0.01% | +83+4.6% | Added |
| Financial & Tax Architects, LLC | 1,906 | $387.2K | 0.15% | −19−1.0% | Reduced |
| Legacy Bridge, LLC | 1,902 | $386.0K | 0.23% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 1,900 | $386.0K | 0.11% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 1,864 | $379.0K | 0.08% | +6+0.3% | Added |
| HB Wealth Management, LLC | 1,865 | $379.0K | 0.01% | +459+32.6% | Added |
| Mirador Capital Partners LP | 1,858 | $377.0K | 0.08% | +1,858 | New |
| Arete Wealth Advisors, LLC | 1,828 | $371.0K | 0.03% | +5+0.3% | Added |
| Murphy Capital Management Inc | 1,825 | $370.0K | 0.04% | −300−14.1% | Reduced |
| Norway Savings Bank | 1,818 | $370.0K | 0.17% | +35+2.0% | Added |
| Fiera Capital Corp | 1,805 | $367.0K | 0.00% | −322−15.1% | Reduced |
| Moneta Group Investment Advisors LLC | 1,802 | $366.0K | 0.01% | −1−0.1% | Reduced |
| Inscription Capital, LLC | 1,773 | $366.0K | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,768 | $362.0K | 0.02% | +126+7.7% | Added |
| Carret Asset Management, LLC | 1,781 | $362.0K | 0.04% | +245+16.0% | Added |
| M&R Capital Management Inc | 1,774 | $360.0K | 0.08% | +504+39.7% | Added |
| Mark Stevens | 1,767 | $359.0K | 0.04% | −321−15.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,768 | $359.0K | 0.03% | +241+15.8% | Added |
| Bulltick Wealth Management, LLC | 1,755 | $358.8K | 0.08% | +1,755 | New |
| Northeast Investment Management | 1,755 | $357.0K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,758 | $357.0K | 0.02% | +453+34.7% | Added |
| Cary Street Partners Asset Management LLC | 1,747 | $355.0K | 0.07% | −6,334−78.4% | Reduced |
| Paragon Capital Management Ltd | 1,750 | $355.0K | 0.07% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,732 | $352.0K | 0.00% | +1,732 | New |
| Howland Capital Management LLC | 1,728 | $351.0K | 0.02% | +150+9.5% | Added |
| TD Private Client Wealth LLC | 1,716 | $348.6K | 0.01% | +52+3.1% | Added |
| First National Bank of Hutchinson | 1,688 | $343.0K | 0.20% | +12+0.7% | Added |
| Total Clarity Wealth Management, Inc. | 1,690 | $343.0K | 0.19% | +140+9.0% | Added |
| Balentine LLC | 1,684 | $342.0K | 0.01% | +214+14.6% | Added |
| Ropes Wealth Advisors LLC | 1,681 | $341.0K | 0.06% | −83−4.7% | Reduced |
| Quad-Cities Investment Group, LLC | 1,678 | $341.0K | 0.22% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,674 | $341.0K | 0.04% | +44+2.7% | Added |
| Hazlett, Burt & Watson, Inc. | 1,675 | $341.0K | 0.27% | +1,675 | New |
| Capital Investment Advisory Services, LLC | 1,658 | $337.0K | 0.04% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,651 | $335.0K | 0.05% | −52−3.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,651 | $335.0K | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,646 | $334.0K | 0.02% | +76+4.8% | Added |
| Equitable Holdings, Inc. | 1,636 | $332.0K | 0.01% | +27+1.7% | Added |
| Reynders McVeigh Capital Management, LLC | 1,628 | $331.0K | 0.02% | −78−4.6% | Reduced |
| Resources Management Corp | 1,626 | $330.0K | 0.05% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,621 | $329.0K | 0.04% | −60−3.6% | Reduced |
| Allen Investment Management LLC | 1,615 | $328.0K | 0.00% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,617 | $328.0K | 0.01% | +83+5.4% | Added |
| Meristem Family Wealth, LLC | 1,607 | $326.0K | 0.04% | −1,303−44.8% | Reduced |
| Anchor Capital Advisors LLC | 1,600 | $325.0K | 0.01% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,590 | $323.0K | 0.18% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 1,585 | $322.0K | 0.00% | +1,585 | New |
| Baskin Financial Services Inc. | 1,580 | $321.0K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,580 | $321.0K | 0.01% | +8+0.5% | Added |
| Cozad Asset Management Inc | 1,569 | $319.0K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,555 | $316.0K | 0.08% | +40+2.6% | Added |
| Norris Perne & French LLP | 1,555 | $316.0K | 0.03% | +1,555 | New |
| Chicago Partners Investment Group LLC | 1,706 | $315.0K | 0.02% | 00.0% | Unchanged |
| Round Table Services, LLC | 1,544 | $314.0K | 0.05% | −257−14.3% | Reduced |
| Everett Harris & Co | 1,528 | $310.0K | 0.00% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 1,519 | $309.0K | 0.00% | +158+11.6% | Added |
| Sargent Bickham Lagudis LLC | 1,505 | $306.0K | 0.02% | −250−14.2% | Reduced |
| Schulhoff & Co Inc | 1,508 | $306.0K | 0.13% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 1,500 | $305.0K | 0.10% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,500 | $305.0K | 0.18% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,491 | $305.0K | 0.06% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,494 | $303.5K | 0.04% | +200+15.5% | Added |
| Cambridge Trust Co | 1,491 | $303.0K | 0.01% | −539−26.6% | Reduced |
| Baldwin Investment Management, LLC | 1,490 | $303.0K | 0.08% | −10−0.7% | Reduced |
| WoodTrust Financial Corp | 1,490 | $303.0K | 0.06% | +500+50.5% | Added |
| Buckingham Strategic Wealth, LLC | 1,486 | $302.0K | 0.01% | −38−2.5% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,486 | $302.0K | 0.00% | +1,486 | New |
| Linscomb & Williams, Inc. | 1,476 | $300.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,469 | $298.0K | 0.11% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,461 | $297.0K | 0.01% | +102+7.5% | Added |
| Jeppson Wealth Management, LLC | 1,456 | $295.0K | 0.14% | +6+0.4% | Added |
| Claro Advisors LLC | 1,325 | $292.0K | 0.11% | 00.0% | Unchanged |