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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 1,028 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ1 2022: $11.1B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q4 2021.

Institutions holding DEO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Walter & Keenan Financial Consulting Co1,432$291.0K0.10%00.0%Unchanged
MMBG Investment Advisors Co.1,422$289.0K0.03%−810−36.3%Reduced
Penobscot Investment Management Company, Inc.1,425$289.0K0.04%00.0%Unchanged
AdvisorNet Financial, Inc1,423$289.0K0.02%+181+14.6%Added
Thrivent Financial for Lutherans1,424$289.0K0.00%+1,424New
Kistler-Tiffany Companies, LLC1,420$288.0K0.05%00.0%Unchanged
Optas, LLC1,417$288.0K0.09%+119+9.2%Added
Alliancebernstein L.P.1,417$288.0K0.00%+202+16.6%Added
Trustcore Financial Services, LLC1,419$288.0K0.02%+850+149.4%Added
Personal Capital Advisors Corp1,413$287.0K0.00%−313−18.1%Reduced
Earnest Partners LLC1,412$287.0K0.00%00.0%Unchanged
Centaurus Financial, Inc.1,403$285.0K0.02%−170−10.8%Reduced
Arkadios Wealth Advisors1,391$283.0K0.04%+167+13.6%Added
SOL Capital Management CO1,380$280.0K0.05%00.0%Unchanged
Hills Bank & Trust Co1,373$279.0K0.04%00.0%Unchanged
Van Hulzen Asset Management, LLC1,373$279.0K0.03%00.0%Unchanged
Heron Financial Group, LLC1,369$278.0K0.14%00.0%Unchanged
Resonant Capital Advisors, LLC1,344$278.0K0.04%+1,344New
Beacon Investment Advisory Services, Inc.1,366$277.0K0.01%−5−0.4%Reduced
Ergoteles LLC1,366$277.0K0.01%+349+34.3%Added
InTrack Investment Management Inc1,364$277.0K0.23%+1,364New
Financial Counselors Inc1,358$276.0K0.01%−133−8.9%Reduced
Sofos Investments, Inc.2,546$275.0K0.02%−1,935−43.2%Reduced
Webster Bank, N. A.1,346$274.0K0.03%−90−6.3%Reduced
Enhancing Capital LLC1,350$274.0K0.29%00.0%Unchanged
Dynamic Advisor Solutions LLC1,339$272.0K0.02%+55+4.3%Added
Texas Capital Bancshares Inc1,328$270.0K0.16%00.0%Unchanged
Sanders Morris Harris LLC1,325$269.0K0.05%00.0%Unchanged
Legacy Wealth Planning, LLC1,315$267.0K0.31%00.0%Unchanged
Titleist Asset Management, Ltd.1,311$266.0K0.05%+7+0.5%Added
Financial Advocates Investment Management1,308$266.0K0.02%+15+1.2%Added
Csenge Advisory Group1,309$266.0K0.02%+1,309New
Harvey Investment Co LLC1,304$265.0K0.03%00.0%Unchanged
Resources Investment Advisors, LLC.1,302$265.0K0.01%+22+1.7%Added
Professional Advisory Services Inc1,300$264.0K0.04%00.0%Unchanged
Parthenon LLC1,300$264.0K0.04%00.0%Unchanged
MJP Associates Inc1,301$264.0K0.07%+219+20.2%Added
Graypoint LLC1,296$263.0K0.03%−17−1.3%Reduced
Burt Wealth Advisors1,296$263.0K0.08%00.0%Unchanged
Chemistry Wealth Management LLC1,294$263.0K0.09%+1,294New
St Germain D J Co Inc1,285$261.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC1,279$260.0K0.03%−44−3.3%Reduced
Financial Engines Advisors L.L.C.1,253$257.0K0.00%−31−2.4%Reduced
LS Investment Advisors, LLC1,258$256.0K0.04%00.0%Unchanged
Hofer & Associates. Inc1,260$256.0K0.23%+136+12.1%Added
Birch Hill Investment Advisors LLC1,250$254.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC1,250$254.0K0.04%00.0%Unchanged
Legacy Financial Advisors, Inc.1,248$253.0K0.06%+118+10.4%Added
Aureus Asset Management, LLC1,240$252.0K0.02%−200−13.9%Reduced
Hemenway Trust Co LLC1,235$251.0K0.02%00.0%Unchanged
Biltmore Family Office, LLC1,225$251.0K0.05%00.0%Unchanged
Excalibur Management Corp1,229$250.0K0.11%00.0%Unchanged
Shilanski & Associates, Inc.1,232$250.0K0.11%+199+19.3%Added
Merit Financial Group, LLC1,228$249.0K0.02%+198+19.2%Added
Lyell Wealth Management, LP1,200$246.0K0.03%−348−22.5%Reduced
Bank of Nova Scotia Trust Co1,210$246.0K0.02%−194−13.8%Reduced
Raab & Moskowitz Asset Management LLC1,211$246.0K0.08%+50+4.3%Added
Clifford Swan Investment Counsel LLC1,205$245.0K0.01%−22−1.8%Reduced
Mark Sheptoff Financial Planning, LLC1,200$244.0K0.12%−27−2.2%Reduced
Belpointe Asset Management LLC1,198$244.0K0.01%+286+31.4%Added
Curi Capital1,199$243.0K0.04%+239+24.9%Added
Principle Wealth Partners LLC1,193$242.0K0.03%00.0%Unchanged
Advisors Capital Management, LLC1,191$242.0K0.01%+14+1.2%Added
Private Capital Group, LLC1,184$242.0K0.05%+20+1.7%Added
Opal Wealth Advisors, LLC1,193$242.0K0.21%+99+9.0%Added
Thompson Siegel & Walmsley LLC1,175$239.0K0.00%00.0%Unchanged
Toroso Investments, LLC1,173$238.0K0.01%+235+25.1%Added
Flagship Harbor Advisors, LLC1,159$235.0K0.02%+39+3.5%Added
Focus Financial Network, Inc.1,144$234.1K0.02%+80+7.5%Added
Heritage Investment Group, Inc.1,150$234.0K0.17%+50+4.5%Added
Blueprint Investment Partners LLC1,151$234.0K0.06%+375+48.3%Added
Independence Bank of Kentucky1,140$232.0K0.09%+240+26.7%Added
Blue Barn Wealth, LLC1,136$231.0K0.16%+37+3.4%Added
Roberts Glore & Co Inc1,130$230.0K0.07%−15−1.3%Reduced
1st Source Bank1,131$230.0K0.01%00.0%Unchanged
Five Oceans Advisors1,131$230.0K0.20%+1,131New
Wealthspire Advisors, LLC1,126$229.0K0.01%−620−35.5%Reduced
SlateStone Wealth, LLC1,128$229.0K0.05%−6−0.5%Reduced
American National Insurance Co1,125$229.0K0.06%00.0%Unchanged
SOA Wealth Advisors, LLC.1,131$229.0K0.06%00.0%Unchanged
Liberty Wealth Management LLC1,129$229.0K0.08%––
Sage Private Wealth Group, LLC1,122$228.0K0.22%+9+0.8%Added
Albert D Mason Inc1,120$228.0K0.15%+1,120New
Brighton Jones LLC1,119$227.0K0.01%+18+1.6%Added
Connectus Wealth, LLC1,030$227.0K0.01%−32−3.0%Reduced
Horan Securities, Inc.1,118$227.0K0.14%+99+9.7%Added
PDS Planning, Inc1,118$227.0K0.04%+174+18.4%Added
Doyle Wealth Management1,114$226.0K0.02%00.0%Unchanged
Ameritas Advisory Services, LLC1,111$226.0K0.01%00.0%Unchanged
American Portfolios Advisors1,105$224.4K0.01%−51−4.4%Reduced
Associated Banc-Corp1,103$224.0K0.01%00.0%Unchanged
Pacitti Group Inc.1,099$223.0K0.15%−50−4.4%Reduced
Burke & Herbert Bank & Trust Co1,100$223.0K0.14%−10−0.9%Reduced
Beese Fulmer Investment Management, Inc.1,099$223.0K0.02%00.0%Unchanged
Investment Partners, Ltd.1,099$223.0K0.09%00.0%Unchanged
Bristlecone Advisors, LLC1,100$223.0K0.03%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach1,100$223.0K0.06%00.0%Unchanged
Argent Trust Co1,097$223.0K0.01%00.0%Unchanged
Taurus Asset Management, LLC1,088$221.0K0.02%−100−8.4%Reduced
Salem Investment Counselors Inc1,085$220.0K0.01%00.0%Unchanged