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 |
|---|---|---|---|---|---|
| B. Riley Wealth Management, Inc. | 1,153 | $201.0K | 0.02% | +1,153 | New |
| Blue Barn Wealth, LLC | 1,167 | $203.0K | 0.16% | +31+2.7% | Added |
| Pendal Group Limited | 1,175 | $205.0K | 0.00% | −3,804−76.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,175 | $205.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,176 | $205.0K | 0.01% | +1,176 | New |
| Old National Bancorp | 1,187 | $207.0K | 0.01% | +1,187 | New |
| Seven Eight Capital, LP | 1,191 | $207.0K | 0.08% | +1,191 | New |
| Principle Wealth Partners LLC | 1,193 | $208.0K | 0.03% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 1,200 | $209.0K | 0.02% | −35−2.8% | Reduced |
| Lyell Wealth Management, LP | 1,200 | $209.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $209.0K | 0.12% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,202 | $209.0K | 0.08% | +73+6.5% | Added |
| Alpha Cubed Investments, LLC | 1,200 | $209.0K | 0.02% | +172+16.7% | Added |
| FSM Wealth Advisors, LLC | 1,109 | $209.0K | 0.21% | +1,109 | New |
| Titleist Asset Management, Ltd. | 1,204 | $210.0K | 0.05% | −107−8.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,205 | $210.0K | 0.03% | −74−5.8% | Reduced |
| Opal Wealth Advisors, LLC | 1,208 | $210.0K | 0.14% | +15+1.3% | Added |
| Curi Capital | 1,212 | $211.0K | 0.04% | +13+1.1% | Added |
| Biltmore Family Office, LLC | 1,225 | $213.0K | 0.05% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,229 | $213.0K | 0.08% | +18+1.5% | Added |
| Horan Securities, Inc. | 1,218 | $213.0K | 0.13% | +100+8.9% | Added |
| Bridgefront Capital, LLC | 1,222 | $213.0K | 0.24% | +1,222 | New |
| Centaurus Financial, Inc. | 1,229 | $214.0K | 0.02% | −174−12.4% | Reduced |
| Excalibur Management Corp | 1,229 | $214.0K | 0.11% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,240 | $216.0K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,243 | $216.0K | 0.01% | +1,243 | New |
| Webster Bank, N. A. | 1,251 | $217.0K | 0.03% | −95−7.1% | Reduced |
| Birch Hill Investment Advisors LLC | 1,250 | $218.0K | 0.01% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,251 | $218.0K | 0.10% | +19+1.5% | Added |
| Clifford Swan Investment Counsel LLC | 1,250 | $218.0K | 0.01% | +45+3.7% | Added |
| Financial Engines Advisors L.L.C. | 1,261 | $219.0K | 0.00% | +8+0.6% | Added |
| LS Investment Advisors, LLC | 1,258 | $219.0K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,262 | $220.0K | 0.01% | −40−3.1% | Reduced |
| Graypoint LLC | 1,271 | $221.0K | 0.03% | −25−1.9% | Reduced |
| Everett Harris & Co | 1,278 | $223.0K | 0.00% | −250−16.4% | Reduced |
| Charter Trust Co | 1,280 | $223.0K | 0.02% | +1,280 | New |
| Dynamic Advisor Solutions LLC | 1,284 | $224.0K | 0.02% | −55−4.1% | Reduced |
| St Germain D J Co Inc | 1,285 | $224.0K | 0.01% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,294 | $225.0K | 0.09% | 00.0% | Unchanged |
| Next Level Private LLC | 1,294 | $225.0K | 0.09% | +1,294 | New |
| Professional Advisory Services Inc | 1,300 | $226.0K | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 1,300 | $226.0K | 0.04% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,296 | $226.0K | 0.08% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,298 | $226.0K | 0.09% | +1,298 | New |
| Harvey Investment Co LLC | 1,304 | $227.0K | 0.03% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,301 | $227.0K | 0.17% | +170+15.0% | Added |
| Ameritas Advisory Services, LLC | 1,302 | $227.0K | 0.01% | +191+17.2% | Added |
| Csenge Advisory Group | 1,310 | $228.0K | 0.02% | +1+0.1% | Added |
| Texas Capital Bancshares Inc | 1,317 | $229.0K | 0.17% | −11−0.8% | Reduced |
| Legacy Wealth Planning, LLC | 1,315 | $229.0K | 0.33% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,315 | $229.0K | 0.01% | +142+12.1% | Added |
| Hofer & Associates. Inc | 1,319 | $230.0K | 0.24% | +59+4.7% | Added |
| Centennial Wealth Advisory LLC | 1,323 | $230.0K | 0.13% | +1,323 | New |
| Sanders Morris Harris LLC | 1,325 | $231.0K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,325 | $231.0K | 0.01% | +97+7.9% | Added |
| Flagship Harbor Advisors, LLC | 1,335 | $232.0K | 0.03% | +176+15.2% | Added |
| Bristlecone Advisors, LLC | 1,337 | $233.0K | 0.03% | +237+21.5% | Added |
| Arkadios Wealth Advisors | 1,346 | $234.0K | 0.03% | −45−3.2% | Reduced |
| Optas, LLC | 1,351 | $235.0K | 0.10% | −66−4.7% | Reduced |
| Enhancing Capital LLC | 1,350 | $235.0K | 0.28% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,354 | $236.0K | 0.01% | −107−7.3% | Reduced |
| Heron Financial Group, LLC | 1,354 | $236.0K | 0.14% | −15−1.1% | Reduced |
| Leavell Investment Management, Inc. | 1,361 | $237.0K | 0.02% | +383+39.2% | Added |
| Beacon Investment Advisory Services, Inc. | 1,366 | $238.0K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,373 | $239.0K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,373 | $239.0K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 1,373 | $239.0K | 0.02% | +1,373 | New |
| SOL Capital Management CO | 1,380 | $240.0K | 0.05% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,383 | $241.0K | 0.01% | −93−6.3% | Reduced |
| Anchor Investment Management, LLC | 1,394 | $242.7K | 0.04% | −100−6.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,403 | $244.0K | 0.02% | +1,403 | New |
| Personal Capital Advisors Corp | 1,413 | $246.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,421 | $247.0K | 0.05% | +1+0.1% | Added |
| Trustcore Financial Services, LLC | 1,419 | $247.0K | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,425 | $248.0K | 0.04% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 1,422 | $248.0K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,454 | $253.0K | 0.01% | −126−8.0% | Reduced |
| Round Table Services, LLC | 1,453 | $253.0K | 0.05% | −91−5.9% | Reduced |
| Knuff & Co LLC | 1,454 | $253.0K | 0.11% | −15−1.0% | Reduced |
| TD Private Client Wealth LLC | 1,462 | $254.6K | 0.01% | −254−14.8% | Reduced |
| Resonant Capital Advisors, LLC | 1,462 | $255.0K | 0.04% | +118+8.8% | Added |
| Capital Group Private Client Services, Inc. | 1,470 | $256.0K | 0.00% | −49−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,258 | $256.0K | 0.00% | +1,258 | New |
| Heartwood Wealth Advisors LLC | 1,477 | $257.0K | 0.04% | +1,477 | New |
| Ropes Wealth Advisors LLC | 1,483 | $258.0K | 0.05% | −198−11.8% | Reduced |
| Baskin Financial Services Inc. | 1,480 | $258.0K | 0.03% | −100−6.3% | Reduced |
| Cambridge Trust Co | 1,480 | $258.0K | 0.01% | −11−0.7% | Reduced |
| Baldwin Investment Management, LLC | 1,485 | $259.0K | 0.09% | −5−0.3% | Reduced |
| WoodTrust Financial Corp | 1,490 | $259.0K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,486 | $259.0K | 0.05% | +1,486 | New |
| Grove Bank & Trust | 1,501 | $261.0K | 0.06% | −505−25.2% | Reduced |
| Argyle Capital Management Inc. | 1,500 | $261.0K | 0.09% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,500 | $261.0K | 0.18% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,508 | $262.0K | 0.12% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,521 | $265.0K | 0.03% | −100−6.2% | Reduced |
| EP Wealth Advisors, LLC | 1,523 | $265.0K | 0.01% | +1,523 | New |
| J.W. Cole Advisors, Inc. | 1,539 | $268.0K | 0.02% | −107−6.5% | Reduced |
| Cary Street Partners Asset Management LLC | 1,547 | $269.0K | 0.06% | −200−11.4% | Reduced |
| Sunbelt Securities, Inc. | 1,548 | $269.0K | 0.06% | +57+3.8% | Added |
| Norris Perne & French LLP | 1,555 | $271.0K | 0.03% | 00.0% | Unchanged |