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 |
| SOA Wealth Advisors, LLC. | 1,120 | $195.0K | 0.06% | −11−1.0% | Reduced |
| AdvisorNet Financial, Inc | 1,116 | $194.0K | 0.02% | −307−21.6% | Reduced |
| Salem Investment Counselors Inc | 1,085 | $189.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,048 | $182.0K | 0.26% | −74−6.6% | Reduced |
| Oxler Private Wealth LLC | 1,044 | $181.9K | 0.09% | +7+0.7% | Added |
| Creative Financial Designs Inc | 1,036 | $180.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,030 | $179.0K | 0.08% | −110−9.6% | Reduced |
| Harbour Investments, Inc. | 1,016 | $177.0K | 0.01% | +1,016 | New |
| Tevis Investment Management | 1,009 | $175.0K | 0.17% | +59+6.2% | Added |
| Credit Agricole S A | 1,000 | $174.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 944 | $164.0K | 0.05% | −125−11.7% | Reduced |
| Zullo Investment Group, Inc. | 929 | $162.0K | 0.10% | −48−4.9% | Reduced |
| Baldrige Asset Management LLC | 926 | $161.0K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,344 | $160.0K | 0.01% | −466−25.7% | Reduced |
| Family Capital Trust Co | 900 | $157.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 896 | $156.0K | 0.01% | −302−25.2% | Reduced |
| Chilton Capital Management LLC | 890 | $155.0K | 0.01% | +890 | New |
| Evoke Wealth, LLC | 883 | $154.0K | 0.01% | +327+58.8% | Added |
| American Research & Management Co. | 877 | $153.0K | 0.04% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 670 | $147.0K | 0.06% | +670 | New |
| Allworth Financial LP | 841 | $146.0K | 0.00% | +224+36.3% | Added |
| American Portfolios Advisors | 821 | $142.9K | 0.01% | −284−25.7% | Reduced |
| GHP Investment Advisors, Inc. | 797 | $139.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 779 | $136.0K | 0.01% | +1+0.1% | Added |
| CX Institutional | 764 | $133.0K | 0.01% | +764 | New |
| Carolinas Wealth Consulting LLC | 37,893 | $132.0K | 0.03% | +37,371+7,159.2% | Added |
| Washington Trust Co | 735 | $128.0K | 0.01% | −5−0.7% | Reduced |
| FourThought Financial, LLC | 715 | $124.0K | 0.02% | −55−7.1% | Reduced |
| Artemis Wealth Advisors, LLC | 705 | $123.0K | 0.03% | 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 |
| Rockbridge Investment Management, LCC | 615 | $107.1K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Tortoise Investment Management, LLC | 523 | $91.0K | 0.02% | +44+9.2% | Added |
| Credit Suisse AG | 520 | $91.0K | 0.00% | +520 | New |
| 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 |
| Private Capital Group, LLC | 497 | $87.0K | 0.07% | −687−58.0% | Reduced |
| Tompkins Financial Corp | 500 | $87.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 477 | $83.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 458 | $80.0K | 0.00% | −617−57.4% | Reduced |
| SRS Capital Advisors, Inc. | 451 | $79.0K | 0.01% | +153+51.3% | Added |
| Lee Financial Co | 450 | $78.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 433 | $75.0K | 0.01% | −67−13.4% | Reduced |
| Seldon Capital LP | 427 | $74.0K | 0.04% | 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 |
| BerganKDV Wealth Management, LLC | 413 | $72.0K | 0.01% | 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 |
| JCIC Asset Management Inc. | 400 | $70.0K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $70.0K | 0.05% | 00.0% | Unchanged |
| Estabrook Capital Management | 400 | $69.6K | 0.01% | +400 | New |
| Country Trust Bank | 397 | $69.0K | 0.00% | −18−4.3% | Reduced |
| Piscataqua Savings Bank | 397 | $69.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 375 | $65.0K | 0.01% | +21+5.9% | Added |
| McIlrath & Eck, LLC | 369 | $64.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 366 | $63.7K | 0.02% | −3−0.8% | Reduced |
| JJJ Advisors Inc. | 328 | $63.0K | 0.02% | +264+412.5% | Added |
| Larson Financial Group LLC | 343 | $60.0K | 0.01% | +176+105.4% | Added |
| Acadian Asset Management LLC | 344 | $60.0K | 0.00% | +344 | New |
| Better Money Decisions, LLC | 336 | $59.0K | 0.05% | +336 | New |
| Plante Moran Financial Advisors, LLC | 333 | $58.0K | 0.01% | +28+9.2% | Added |
| Hudock, Inc. | 310 | $54.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 310 | $54.0K | 0.03% | +310 | New |
| Roble, Belko & Company, Inc | 1,230 | $53.0K | 0.01% | 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 |
| CoreFirst Bank & Trust | 292 | $51.0K | 0.04% | −59−16.8% | Reduced |
| Bellevue Asset Management, LLC | 292 | $51.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 290 | $50.0K | 0.04% | +107+58.5% | Added |
| Guardian Wealth Management, Inc. | 281 | $49.0K | 0.05% | 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 |
| 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 |
| Global Trust Asset Management, LLC | 260 | $45.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 239 | $42.0K | 0.01% | +2+0.8% | Added |
| Centerpoint Advisors, LLC | 236 | $41.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 229 | $40.0K | 0.00% | −335−59.4% | Reduced |
| West Financial Advisors, LLC | 225 | $39.0K | 0.01% | −37−14.1% | Reduced |
| First PREMIER Bank | 220 | $38.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 214 | $37.3K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 204 | $36.0K | 0.02% | 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 |
| Archer Investment Corp | 200 | $34.8K | 0.01% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 200 | $34.0K | 0.02% | +200 | New |