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, Q2 2022
Institutional positions in Diageo PLC as of Jun 30, 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
- 1,000
- −13 vs. Q1 2022
- Shares held
- 55.6M
- +2.00M (+3.7%) vs. Q1 2022
- Total value
- $9.66B
- −$1.13B (−10.5%) vs. Q1 2022
- New holders
- 83
- 356 more added
- Sold out
- 96
- 357 more reduced
15 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Financial Services, LLC | 200 | $34.0K | 0.02% | +200 | New |
| Archer Investment Corp | 200 | $34.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $35.0K | 0.01% | −14−6.5% | Reduced |
| Old Second National Bank of Aurora | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $35.0K | 0.00% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 199 | $35.0K | 0.01% | +134+206.2% | Added |
| Bogart Wealth, LLC | 202 | $35.0K | 0.00% | +200+10,000.0% | Added |
| Ahrens Investment Partners LLC | 204 | $36.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 214 | $37.3K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 220 | $38.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 225 | $39.0K | 0.01% | −37−14.1% | Reduced |
| Albion Financial Group | 229 | $40.0K | 0.00% | −335−59.4% | Reduced |
| Centerpoint Advisors, LLC | 236 | $41.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 239 | $42.0K | 0.01% | +2+0.8% | Added |
| Global Trust Asset Management, LLC | 260 | $45.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 267 | $46.0K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 263 | $46.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 269 | $47.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 268 | $47.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 281 | $49.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 290 | $50.0K | 0.04% | +107+58.5% | Added |
| CoreFirst Bank & Trust | 292 | $51.0K | 0.04% | −59−16.8% | Reduced |
| Bellevue Asset Management, LLC | 292 | $51.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $52.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $52.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 299 | $52.0K | 0.01% | +7+2.4% | Added |
| Roble, Belko & Company, Inc | 1,230 | $53.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 310 | $54.0K | 0.03% | +310 | New |
| Hudock, Inc. | 310 | $54.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 333 | $58.0K | 0.01% | +28+9.2% | Added |
| Better Money Decisions, LLC | 336 | $59.0K | 0.05% | +336 | New |
| Larson Financial Group LLC | 343 | $60.0K | 0.01% | +176+105.4% | Added |
| Acadian Asset Management LLC | 344 | $60.0K | 0.00% | +344 | New |
| JJJ Advisors Inc. | 328 | $63.0K | 0.02% | +264+412.5% | Added |
| Tucker Asset Management LLC | 366 | $63.7K | 0.02% | −3−0.8% | Reduced |
| McIlrath & Eck, LLC | 369 | $64.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 375 | $65.0K | 0.01% | +21+5.9% | Added |
| Country Trust Bank | 397 | $69.0K | 0.00% | −18−4.3% | Reduced |
| Piscataqua Savings Bank | 397 | $69.0K | 0.06% | 00.0% | Unchanged |
| Estabrook Capital Management | 400 | $69.6K | 0.01% | +400 | New |
| JCIC Asset Management Inc. | 400 | $70.0K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $70.0K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 406 | $71.0K | 0.01% | −32−7.3% | Reduced |
| Sittner & Nelson, LLC | 407 | $71.0K | 0.05% | +1+0.2% | Added |
| BerganKDV Wealth Management, LLC | 413 | $72.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 417 | $73.0K | 0.02% | −52−11.1% | Reduced |
| Front Row Advisors LLC | 418 | $73.0K | 0.04% | −24−5.4% | Reduced |
| Seldon Capital LP | 427 | $74.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 433 | $75.0K | 0.01% | −67−13.4% | Reduced |
| Lee Financial Co | 450 | $78.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 451 | $79.0K | 0.01% | +153+51.3% | Added |
| Assetmark, Inc | 458 | $80.0K | 0.00% | −617−57.4% | Reduced |
| City Holding Co | 477 | $83.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 497 | $87.0K | 0.07% | −687−58.0% | Reduced |
| Tompkins Financial Corp | 500 | $87.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 512 | $89.0K | 0.01% | −34−6.2% | Reduced |
| Contravisory Investment Management, Inc. | 513 | $89.0K | 0.03% | −1−0.2% | Reduced |
| Tortoise Investment Management, LLC | 523 | $91.0K | 0.02% | +44+9.2% | Added |
| Credit Suisse AG | 520 | $91.0K | 0.00% | +520 | New |
| S.A. Mason LLC | 575 | $100.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 573 | $100.0K | 0.01% | +6+1.1% | Added |
| Hall Laurie J Trustee | 597 | $104.0K | 0.05% | −150−20.1% | Reduced |
| Timber Creek Capital Management LLC | 600 | $104.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 615 | $107.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 648 | $113.0K | 0.05% | +12+1.9% | Added |
| Smithfield Trust Co | 645 | $113.0K | 0.01% | +289+81.2% | Added |
| Artemis Wealth Advisors, LLC | 705 | $123.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 715 | $124.0K | 0.02% | −55−7.1% | Reduced |
| Washington Trust Co | 735 | $128.0K | 0.01% | −5−0.7% | Reduced |
| Carolinas Wealth Consulting LLC | 37,893 | $132.0K | 0.03% | +37,371+7,159.2% | Added |
| CX Institutional | 764 | $133.0K | 0.01% | +764 | New |
| Baystate Wealth Management LLC | 779 | $136.0K | 0.01% | +1+0.1% | Added |
| GHP Investment Advisors, Inc. | 797 | $139.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 821 | $142.9K | 0.01% | −284−25.7% | Reduced |
| Allworth Financial LP | 841 | $146.0K | 0.00% | +224+36.3% | Added |
| Scissortail Wealth Management, LLC | 670 | $147.0K | 0.06% | +670 | New |
| American Research & Management Co. | 877 | $153.0K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 883 | $154.0K | 0.01% | +327+58.8% | Added |
| Chilton Capital Management LLC | 890 | $155.0K | 0.01% | +890 | New |
| Belpointe Asset Management LLC | 896 | $156.0K | 0.01% | −302−25.2% | Reduced |
| Family Capital Trust Co | 900 | $157.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,344 | $160.0K | 0.01% | −466−25.7% | Reduced |
| Baldrige Asset Management LLC | 926 | $161.0K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 929 | $162.0K | 0.10% | −48−4.9% | Reduced |
| Parkside Financial Bank & Trust | 944 | $164.0K | 0.05% | −125−11.7% | Reduced |
| Rosenberg Matthew Hamilton | 977 | $169.0K | 0.06% | +1+0.1% | Added |
| Blume Capital Management, Inc. | 969 | $169.0K | 0.07% | +119+14.0% | Added |
| Okabena Investment Services Inc | 970 | $169.0K | 0.09% | +211+27.8% | Added |
| Credit Agricole S A | 1,000 | $174.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 1,009 | $175.0K | 0.17% | +59+6.2% | Added |
| Harbour Investments, Inc. | 1,016 | $177.0K | 0.01% | +1,016 | New |
| Independence Bank of Kentucky | 1,030 | $179.0K | 0.08% | −110−9.6% | Reduced |
| Creative Financial Designs Inc | 1,036 | $180.0K | 0.03% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,044 | $181.9K | 0.09% | +7+0.7% | Added |
| Sage Private Wealth Group, LLC | 1,048 | $182.0K | 0.26% | −74−6.6% | Reduced |
| Salem Investment Counselors Inc | 1,085 | $189.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,116 | $194.0K | 0.02% | −307−21.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1,120 | $195.0K | 0.06% | −11−1.0% | Reduced |
| Hilltop Holdings Inc. | 1,155 | $201.0K | 0.03% | +156+15.6% | Added |