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, Q3 2022
Institutional positions in Diageo PLC as of Sep 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
- 968
- −15 vs. Q2 2022
- Shares held
- 52.2M
- −2.48M (−4.5%) vs. Q2 2022
- Total value
- $8.84B
- −$655.4M (−6.9%) vs. Q2 2022
- New holders
- 57
- 337 more added
- Sold out
- 72
- 349 more reduced
17 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sage Investment Advisers LLC | 1,229 | $209.0K | 0.33% | +1,229 | New |
| Horan Securities, Inc. | 1,234 | $210.0K | 0.13% | +16+1.3% | Added |
| IFP Advisors, Inc | 1,761 | $210.0K | 0.01% | +417+31.0% | Added |
| Clifford Swan Investment Counsel LLC | 1,244 | $211.0K | 0.01% | −6−0.5% | Reduced |
| Graypoint LLC | 1,249 | $212.0K | 0.03% | −22−1.7% | Reduced |
| Birch Hill Investment Advisors LLC | 1,250 | $212.0K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,247 | $212.0K | 0.01% | +1,247 | New |
| Webster Bank, N. A. | 1,251 | $213.0K | 0.03% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,258 | $214.0K | 0.04% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,255 | $216.0K | 0.05% | +30+2.4% | Added |
| Principle Wealth Partners LLC | 1,273 | $216.0K | 0.03% | +80+6.7% | Added |
| Charter Trust Co | 1,280 | $217.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,285 | $218.0K | 0.03% | −50−3.7% | Reduced |
| Burt Wealth Advisors | 1,296 | $220.0K | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,298 | $220.0K | 0.09% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,294 | $220.0K | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,294 | $220.0K | 0.02% | +1,294 | New |
| Campbell & CO Investment Adviser LLC | 1,301 | $221.0K | 0.05% | −1,003−43.5% | Reduced |
| Harvey Investment Co LLC | 1,304 | $221.0K | 0.03% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,300 | $221.0K | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 1,300 | $221.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,306 | $222.0K | 0.02% | +77+6.3% | Added |
| Kovack Advisors, Inc. | 1,314 | $223.0K | 0.03% | −782−37.3% | Reduced |
| Epoch Investment Partners, Inc. | 1,313 | $223.0K | 0.00% | −272−17.2% | Reduced |
| Andesa Financial Management Inc. | 1,323 | $223.0K | 0.08% | +1,323 | New |
| Sofos Investments, Inc. | 2,153 | $224.0K | 0.03% | −2,925−57.6% | Reduced |
| Texas Capital Bancshares Inc | 1,317 | $224.0K | 0.18% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,316 | $224.0K | 0.02% | +6+0.5% | Added |
| St Germain D J Co Inc | 1,285 | $224.0K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,324 | $225.0K | 0.07% | −1,178−47.1% | Reduced |
| Sanders Morris Harris LLC | 1,325 | $225.0K | 0.06% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 1,323 | $225.0K | 0.13% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,311 | $225.0K | 0.00% | +50+4.0% | Added |
| Belpointe Asset Management LLC | 1,330 | $225.0K | 0.02% | +434+48.4% | Added |
| Stratos Wealth Advisors, LLC | 1,329 | $226.0K | 0.02% | −893−40.2% | Reduced |
| Enhancing Capital LLC | 1,350 | $226.0K | 0.28% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,337 | $227.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,335 | $227.0K | 0.01% | +33+2.5% | Added |
| Blue Barn Wealth, LLC | 1,343 | $228.0K | 0.16% | +176+15.1% | Added |
| Heron Financial Group, LLC | 1,354 | $230.0K | 0.14% | 00.0% | Unchanged |
| Rockland Trust Co | 1,363 | $231.0K | 0.02% | −10−0.7% | Reduced |
| Hofer & Associates. Inc | 1,358 | $231.0K | 0.25% | +39+3.0% | Added |
| Brighton Jones LLC | 1,359 | $231.0K | 0.01% | +1,359 | New |
| Nwam LLC | 1,367 | $232.0K | 0.02% | −829−37.8% | Reduced |
| Avestar Capital, LLC | 1,374 | $233.0K | 0.06% | −539−28.2% | Reduced |
| SOL Capital Management CO | 1,380 | $234.0K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,361 | $234.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,383 | $235.0K | 0.02% | −36−2.5% | Reduced |
| Merit Financial Group, LLC | 1,384 | $235.0K | 0.01% | +59+4.5% | Added |
| Beacon Investment Advisory Services, Inc. | 1,387 | $236.0K | 0.01% | +21+1.5% | Added |
| Anchor Investment Management, LLC | 1,394 | $236.7K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,410 | $239.0K | 0.04% | +64+4.8% | Added |
| Simplex Trading, LLC | 1,410 | $239.0K | 0.01% | +1,410 | New |
| Ropes Wealth Advisors LLC | 1,414 | $240.0K | 0.05% | −69−4.7% | Reduced |
| MMBG Investment Advisors Co. | 1,422 | $241.0K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,425 | $242.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,433 | $243.0K | 0.03% | −200−12.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,432 | $243.0K | 0.10% | −150−9.5% | Reduced |
| Allworth Financial LP | 1,435 | $244.0K | 0.00% | +594+70.6% | Added |
| Banco Santander, S.A. | 1,440 | $245.0K | 0.00% | −955−39.9% | Reduced |
| Optas, LLC | 1,445 | $245.0K | 0.11% | +94+7.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,447 | $246.0K | 0.06% | +26+1.8% | Added |
| Dynamic Advisor Solutions LLC | 1,447 | $246.0K | 0.02% | +163+12.7% | Added |
| Financial Advocates Investment Management | 1,466 | $247.0K | 0.02% | −555−27.5% | Reduced |
| Personal Capital Advisors Corp | 1,453 | $247.0K | 0.00% | +40+2.8% | Added |
| Heartwood Wealth Advisors LLC | 1,458 | $248.0K | 0.04% | −19−1.3% | Reduced |
| MQS Management LLC | 1,465 | $249.0K | 0.16% | −3,716−71.7% | Reduced |
| Van Hulzen Asset Management, LLC | 1,465 | $249.0K | 0.03% | +92+6.7% | Added |
| Round Table Services, LLC | 1,453 | $250.0K | 0.05% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 1,480 | $251.0K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,468 | $252.0K | 0.05% | −18−1.2% | Reduced |
| Wade G W & Inc | 1,482 | $252.0K | 0.01% | +28+1.9% | Added |
| Investment Partners, Ltd. | 1,489 | $253.0K | 0.08% | +1,489 | New |
| Evoke Wealth, LLC | 1,487 | $254.0K | 0.01% | +604+68.4% | Added |
| Sargent Bickham Lagudis LLC | 1,505 | $255.0K | 0.02% | −76−4.8% | Reduced |
| Argyle Capital Management Inc. | 1,500 | $255.0K | 0.10% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,500 | $255.0K | 0.20% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,508 | $256.0K | 0.13% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,521 | $258.0K | 0.03% | 00.0% | Unchanged |
| Jacobs & Co | 1,523 | $258.0K | 0.04% | +1,523 | New |
| Hirtle Callaghan & Co LLC | 1,523 | $259.0K | 0.02% | −5,147−77.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,528 | $259.0K | 0.02% | −112−6.8% | Reduced |
| Cary Street Partners Asset Management LLC | 1,522 | $259.0K | 0.06% | −25−1.6% | Reduced |
| Equitable Holdings, Inc. | 1,531 | $260.0K | 0.01% | −31−2.0% | Reduced |
| Goelzer Investment Management, Inc. | 1,537 | $261.0K | 0.03% | +1,537 | New |
| Jeereddi Investments, LP | 1,551 | $263.0K | 1.21% | +1,551 | New |
| Norris Perne & French LLP | 1,555 | $264.0K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,560 | $265.0K | 0.07% | +59+3.9% | Added |
| Creative Financial Designs Inc | 1,563 | $265.0K | 0.04% | +527+50.9% | Added |
| AdvisorShares Investments LLC | 1,568 | $266.0K | 0.07% | 00.0% | Unchanged |
| Greenfield Savings Bank | 1,565 | $266.0K | 0.19% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 1,566 | $266.0K | 0.00% | +96+6.5% | Added |
| Independent Advisor Alliance | 1,572 | $267.0K | 0.02% | −1,487−48.6% | Reduced |
| Baker Avenue Asset Management, LP | 1,581 | $268.0K | 0.02% | +178+12.7% | Added |
| Baldwin Investment Management, LLC | 1,585 | $269.0K | 0.10% | +100+6.7% | Added |
| Resonant Capital Advisors, LLC | 1,562 | $269.0K | 0.04% | +100+6.8% | Added |
| Garrison Asset Management, LLC | 1,590 | $270.0K | 0.19% | 00.0% | Unchanged |
| Northeast Investment Management | 1,603 | $272.0K | 0.02% | −2−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,562 | $272.0K | 0.00% | +304+24.2% | Added |
| Canvas Wealth Advisors, LLC | 1,630 | $273.0K | 0.12% | −727−30.8% | Reduced |