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 |
|---|---|---|---|---|---|
| Kathleen S. Wright Associates Inc. | 5,725 | $997.0K | 0.84% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 5,703 | $993.0K | 0.13% | +80+1.4% | Added |
| Banque Pictet & Cie SA | 5,609 | $977.0K | 0.01% | +80+1.4% | Added |
| McKinley Capital Management LLC /Delaware | 5,609 | $976.0K | 0.13% | −157−2.7% | Reduced |
| MUFG Americas Holdings Corp | 5,574 | $971.0K | 0.02% | −197−3.4% | Reduced |
| Comerica Securities,inc. | 5,571 | $970.0K | 0.07% | +715+14.7% | Added |
| Banco de Sabadell, S.A | 5,571 | $965.0K | 0.81% | −146−2.6% | Reduced |
| Frontier Wealth Management LLC | 5,497 | $957.0K | 0.07% | −52−0.9% | Reduced |
| Keystone Financial Group | 5,487 | $955.0K | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,464 | $951.0K | 0.06% | −995−15.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,406 | $941.0K | 0.12% | −106−1.9% | Reduced |
| Stillwater Investment Management, LLC | 5,401 | $940.0K | 0.28% | −349−6.1% | Reduced |
| Level Four Advisory Services, LLC | 5,380 | $937.0K | 0.09% | −666−11.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,376 | $936.0K | 0.08% | −305−5.4% | Reduced |
| Wealth Alliance | 5,308 | $924.0K | 0.18% | +244+4.8% | Added |
| Occidental Asset Management, LLC | 5,277 | $919.0K | 0.27% | −200−3.7% | Reduced |
| Boston Private Wealth LLC | 5,276 | $919.0K | 0.01% | −122−2.3% | Reduced |
| Henshaw Capital LLC | 5,269 | $917.4K | 0.06% | −1,077−17.0% | Reduced |
| AE Wealth Management LLC | 5,251 | $914.0K | 0.01% | +737+16.3% | Added |
| CoreCap Advisors, LLC | 5,215 | $908.0K | 0.07% | +641+14.0% | Added |
| Summit Financial, LLC | 5,215 | $908.0K | 0.09% | +35+0.7% | Added |
| Solstein Capital, LLC | 5,199 | $905.0K | 0.69% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,187 | $903.0K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 5,181 | $902.0K | 0.62% | +5,181 | New |
| Harrison & Co Wealth Management, LLC | 5,115 | $891.0K | 0.85% | −67−1.3% | Reduced |
| Apollon Wealth Management, LLC | 5,099 | $888.0K | 0.07% | −756−12.9% | Reduced |
| Balentine LLC | 5,076 | $884.0K | 0.03% | +3,392+201.4% | Added |
| Veriti Management LLC | 5,067 | $882.0K | 0.12% | +387+8.3% | Added |
| Wunderlich Capital Managemnt | 4,996 | $870.0K | 0.51% | +138+2.8% | Added |
| Heritage Wealth Advisors | 4,979 | $867.0K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,974 | $866.0K | 0.03% | +112+2.3% | Added |
| Harbour Capital Advisors, LLC | 4,970 | $865.0K | 0.28% | −3−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 5,013 | $865.0K | 0.21% | +88+1.8% | Added |
| Columbia Asset Management | 4,964 | $864.0K | 0.22% | +4,964 | New |
| Parsons Capital Management Inc | 4,950 | $862.0K | 0.08% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 4,945 | $861.0K | 0.78% | +5+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 4,910 | $855.0K | 0.29% | −549−10.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,874 | $850.0K | 0.09% | +353+7.8% | Added |
| Peapack Gladstone Financial Corp | 4,865 | $848.0K | 0.02% | −794−14.0% | Reduced |
| Tiedemann Advisors, LLC | 4,837 | $842.0K | 0.06% | +52+1.1% | Added |
| Welch Group, LLC | 4,757 | $828.0K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,321 | $827.0K | 0.08% | +1,348+45.3% | Added |
| Quadrant Capital Group LLC | 4,746 | $826.0K | 0.11% | +344+7.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,690 | $817.0K | 0.04% | −649−12.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,665 | $812.0K | 0.01% | +4,665 | New |
| Asset Management One Co.,Ltd. | 4,646 | $808.0K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,623 | $805.0K | 0.02% | +2,758+147.9% | Added |
| Caldwell Trust Co | 4,611 | $802.9K | 0.11% | −552−10.7% | Reduced |
| Ancora Advisors, LLC | 4,610 | $802.0K | 0.02% | −106−2.2% | Reduced |
| Mutual Advisors, LLC | 4,594 | $800.0K | 0.05% | −106−2.3% | Reduced |
| CWS Financial Advisors, LLC | 4,589 | $799.0K | 0.37% | −393−7.9% | Reduced |
| Atlas Private Wealth Management | 4,583 | $798.0K | 0.55% | −63−1.4% | Reduced |
| Grimes & Company, Inc. | 4,546 | $791.0K | 0.04% | +110+2.5% | Added |
| Benjamin Edwards Inc | 4,520 | $787.0K | 0.23% | +972+27.4% | Added |
| Pekin Hardy Strauss, Inc. | 4,508 | $785.0K | 0.12% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,504 | $784.0K | 0.24% | +851+23.3% | Added |
| Johnson Investment Counsel Inc | 4,468 | $778.0K | 0.01% | +36+0.8% | Added |
| Intelligent Financial Strategies | 4,455 | $776.0K | 0.79% | −480−9.7% | Reduced |
| Regent Investment Management LLC | 4,416 | $769.0K | 0.21% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 4,400 | $766.0K | 0.35% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,389 | $764.0K | 0.01% | −66−1.5% | Reduced |
| Evergreen Capital Management LLC | 4,385 | $764.0K | 0.04% | +402+10.1% | Added |
| Eudaimonia Partners, LLC | 4,373 | $761.0K | 0.14% | +103+2.4% | Added |
| CAPROCK Group, Inc. | 4,322 | $753.0K | 0.07% | +625+16.9% | Added |
| Cypress Capital Group | 4,308 | $750.0K | 0.11% | −21−0.5% | Reduced |
| Glenview Trust Co | 4,308 | $750.0K | 0.03% | +15+0.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,295 | $748.0K | 0.52% | +213+5.2% | Added |
| Jacobi Capital Management LLC | 4,278 | $745.0K | 0.10% | −35−0.8% | Reduced |
| SG Americas Securities, LLC | 4,255 | $741.0K | 0.01% | +4,255 | New |
| Lawson Kroeker Investment Management Inc | 4,240 | $738.0K | 0.25% | 00.0% | Unchanged |
| Americana Partners, LLC | 4,225 | $735.0K | 0.13% | −209−4.7% | Reduced |
| Bradley Foster & Sargent Inc | 4,166 | $725.0K | 0.02% | +6+0.1% | Added |
| Bessemer Group Inc | 4,138 | $720.0K | 0.00% | −247−5.6% | Reduced |
| ProVise Management Group, LLC | 4,120 | $717.0K | 0.08% | −100−2.4% | Reduced |
| Stableford Capital II LLC | 3,775 | $711.0K | 0.33% | +10.0% | Added |
| Canandaigua National Corp | 4,078 | $710.0K | 0.13% | −272−6.3% | Reduced |
| TD Asset Management Inc | 4,071 | $709.0K | 0.00% | −4,211−50.8% | Reduced |
| Cetera Advisors LLC | 4,066 | $708.0K | 0.02% | +284+7.5% | Added |
| Veritable, L.P. | 4,020 | $700.0K | 0.01% | +111+2.8% | Added |
| Sofos Investments, Inc. | 5,078 | $700.0K | 0.07% | +2,532+99.5% | Added |
| 9258 Wealth Management, LLC | 4,015 | $699.0K | 0.18% | −112−2.7% | Reduced |
| Advisor OS, LLC | 3,983 | $694.0K | 0.20% | +77+2.0% | Added |
| Vise Technologies, Inc. | 3,986 | $694.0K | 0.27% | +206+5.4% | Added |
| Icon Wealth Partners, LLC | 3,972 | $692.0K | 0.08% | −116−2.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,939 | $686.0K | 0.03% | +28+0.7% | Added |
| Wedbush Securities Inc | 3,911 | $681.0K | 0.04% | −168−4.1% | Reduced |
| Sequoia Financial Advisors, LLC | 3,907 | $680.0K | 0.02% | +158+4.2% | Added |
| Royal Capital Wealth Management, LLC | 3,875 | $675.0K | 0.73% | +27+0.7% | Added |
| Parallel Advisors, LLC | 3,857 | $672.0K | 0.03% | −40−1.0% | Reduced |
| Fragasso Group Inc. | 3,861 | $672.0K | 0.09% | −64−1.6% | Reduced |
| Ellevest, Inc. | 3,843 | $669.0K | 0.06% | +535+16.2% | Added |
| Altium Wealth Management LLC | 3,825 | $666.0K | 0.05% | +866+29.3% | Added |
| Becker Capital Management Inc | 3,783 | $659.0K | 0.03% | +950+33.5% | Added |
| First National Trust Co | 3,760 | $655.0K | 0.04% | −101−2.6% | Reduced |
| Highlander Capital Management, LLC | 3,750 | $653.0K | 0.35% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,728 | $649.0K | 0.04% | −674−15.3% | Reduced |
| Cresset Asset Management, LLC | 3,725 | $647.0K | 0.01% | +1,422+61.7% | Added |
| Affiance Financial, LLC | 3,703 | $645.0K | 0.35% | 00.0% | Unchanged |
| Covington Capital Management | 3,700 | $644.0K | 0.03% | −140−3.6% | Reduced |
| Sather Financial Group Inc | 3,697 | $644.0K | 0.07% | −50−1.3% | Reduced |