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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,609 | $273.0K | 0.08% | +54+3.5% | Added |
| Allen Investment Management LLC | 1,615 | $274.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 1,615 | $274.0K | 0.45% | +300+22.8% | Added |
| Wipfli Financial Advisors LLC, | 1,602 | $274.0K | 0.02% | +1,602 | New |
| Wealthsource Partners, LLC | 1,621 | $275.0K | 0.02% | −1,610−49.8% | Reduced |
| Earnest Partners LLC | 1,634 | $277.0K | 0.00% | −9−0.5% | Reduced |
| Toroso Investments, LLC | 1,629 | $277.0K | 0.01% | +314+23.9% | Added |
| M&R Capital Management Inc | 1,640 | $278.0K | 0.08% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,640 | $278.0K | 0.06% | +150+10.1% | Added |
| Harding Loevner LP | 1,646 | $280.0K | 0.00% | −294,492−99.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,651 | $280.0K | 0.10% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,615 | $281.0K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,675 | $282.0K | 0.27% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,676 | $284.0K | 0.00% | −4,922−74.6% | Reduced |
| Financial Counselors Inc | 1,671 | $284.0K | 0.01% | −88−5.0% | Reduced |
| Garde Capital, Inc. | 1,670 | $284.0K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,704 | $289.0K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,700 | $289.0K | 0.00% | +1,700 | New |
| Amplius Wealth Advisors, LLC | 1,719 | $292.0K | 0.05% | −969−36.0% | Reduced |
| Norway Savings Bank | 1,733 | $294.0K | 0.16% | −145−7.7% | Reduced |
| First National Bank of Hutchinson | 1,729 | $294.0K | 0.23% | +35+2.1% | Added |
| Quad-Cities Investment Group, LLC | 1,738 | $295.0K | 0.23% | +60+3.6% | Added |
| Mark Stevens | 1,747 | $297.0K | 0.04% | −233−11.8% | Reduced |
| Resources Management Corp | 1,751 | $297.0K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,750 | $297.0K | 0.08% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,729 | $297.0K | 0.01% | −18−1.0% | Reduced |
| First National Bank of Omaha | 1,755 | $298.0K | 0.02% | +1,755 | New |
| Total Clarity Wealth Management, Inc. | 1,765 | $300.0K | 0.19% | −10−0.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,773 | $301.0K | 0.01% | −105−5.6% | Reduced |
| Claro Advisors LLC | 1,729 | $301.0K | 0.12% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,781 | $302.0K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,808 | $307.0K | 0.01% | −75−4.0% | Reduced |
| Clearstead Advisors, LLC | 1,834 | $311.0K | 0.03% | −687−27.3% | Reduced |
| BSW Wealth Partners | 1,834 | $311.0K | 0.08% | −327−15.1% | Reduced |
| Arete Wealth Advisors, LLC | 1,850 | $314.0K | 0.03% | +1,850 | New |
| West Family Investments, Inc. | 1,858 | $316.0K | 0.13% | −113−5.7% | Reduced |
| Willner & Heller, LLC | 1,881 | $319.0K | 0.51% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,876 | $319.0K | 0.24% | +166+9.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,900 | $323.0K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,902 | $323.0K | 0.26% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,910 | $324.0K | 0.07% | +362+23.4% | Added |
| Wealthcare Advisory Partners LLC | 1,911 | $324.0K | 0.02% | +1,911 | New |
| Ironwood Investment Counsel, LLC | 1,922 | $326.0K | 0.09% | −135−6.6% | Reduced |
| RSM US Wealth Management LLC | 1,918 | $326.0K | 0.02% | +150+8.5% | Added |
| Carnegie Capital Asset Management, LLC | 1,924 | $327.0K | 0.02% | −8−0.4% | Reduced |
| Inscription Capital, LLC | 1,934 | $328.0K | 0.09% | +10+0.5% | Added |
| Keel Point, LLC | 1,933 | $328.0K | 0.06% | +230+13.5% | Added |
| Aevitas Wealth Management, Inc. | 1,935 | $329.0K | 0.25% | −67−3.3% | Reduced |
| Cozad Asset Management Inc | 1,939 | $329.0K | 0.05% | +190+10.9% | Added |
| Concentric Wealth Management, LLC | 1,950 | $331.0K | 0.12% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,955 | $332.0K | 0.09% | −474−19.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,956 | $332.0K | 0.03% | +417+27.1% | Added |
| Sage Rhino Capital LLC | 1,962 | $333.0K | 0.13% | +26+1.3% | Added |
| Hilltop Holdings Inc. | 1,961 | $333.0K | 0.05% | +806+69.8% | Added |
| First City Capital Management, Inc. | 1,972 | $335.0K | 0.22% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,981 | $336.0K | 0.15% | −20−1.0% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,984 | $337.0K | 0.11% | −32−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,990 | $338.0K | 0.06% | +24+1.2% | Added |
| Headinvest, LLC | 1,997 | $339.0K | 0.08% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,996 | $339.0K | 0.04% | +1,996 | New |
| Argent Trust Co | 1,997 | $339.0K | 0.02% | +1,997 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,005 | $340.0K | 0.02% | −116−5.5% | Reduced |
| LCNB Corp | 2,006 | $341.0K | 0.19% | −77−3.7% | Reduced |
| Moneta Group Investment Advisors LLC | 2,043 | $347.0K | 0.01% | −266−11.5% | Reduced |
| Richwood Investment Advisors, LLC | 2,044 | $347.0K | 0.38% | 00.0% | Unchanged |
| Spire Wealth Management | 2,057 | $349.0K | 0.02% | −1,356−39.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,032 | $349.0K | 0.04% | −416−17.0% | Reduced |
| First National Corp | 2,056 | $349.0K | 0.10% | +45+2.2% | Added |
| Bulltick Wealth Management, LLC | 2,035 | $349.8K | 0.11% | 00.0% | Unchanged |
| Fusion Capital, LLC | 2,072 | $352.0K | 0.23% | −27−1.3% | Reduced |
| TFG Advisers LLC | 2,074 | $352.0K | 0.20% | +25+1.2% | Added |
| Summit Trail Advisors, LLC | 2,021 | $352.0K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,082 | $353.0K | 0.09% | −240−10.3% | Reduced |
| Logan Capital Management Inc | 2,080 | $353.0K | 0.02% | −23−1.1% | Reduced |
| FineMark National Bank & Trust | 2,083 | $353.0K | 0.02% | +232+12.5% | Added |
| Dana Investment Advisors, Inc. | 2,085 | $354.0K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,108 | $358.0K | 0.06% | +2,108 | New |
| Schrum Private Wealth Management LLC | 2,121 | $360.0K | 0.45% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 2,124 | $361.0K | 0.01% | −27−1.3% | Reduced |
| Advocate Group LLC | 2,126 | $361.0K | 0.09% | −4−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,127 | $362.0K | 0.08% | −321−13.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,140 | $363.0K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,156 | $366.0K | 0.06% | −4−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,161 | $367.0K | 0.02% | −289−11.8% | Reduced |
| NTV Asset Management LLC | 2,175 | $369.0K | 0.08% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,189 | $372.0K | 0.01% | −1,275−36.8% | Reduced |
| Shelton Capital Management | 2,190 | $372.0K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 2,234 | $373.0K | 0.17% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 2,200 | $374.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,211 | $375.0K | 0.06% | +49+2.3% | Added |
| Mirador Capital Partners LP | 2,245 | $381.0K | 0.09% | +2+0.1% | Added |
| Ballentine Partners, LLC | 2,249 | $382.0K | 0.01% | −89−3.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,286 | $388.0K | 0.04% | −71−3.0% | Reduced |
| Schechter Investment Advisors, LLC | 2,287 | $388.0K | 0.04% | +282+14.1% | Added |
| Alliancebernstein L.P. | 2,290 | $389.0K | 0.00% | −29−1.3% | Reduced |
| Aaron Wealth Advisors | 2,289 | $389.0K | 0.07% | +55+2.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,300 | $390.0K | 0.03% | −4,300−65.2% | Reduced |
| Gradient Investments LLC | 2,300 | $391.0K | 0.01% | +432+23.1% | Added |
| Roman Butler Fullerton & Co | 2,398 | $393.0K | 0.25% | 00.0% | Unchanged |
| Laraway Financial Inc | 2,330 | $396.0K | 0.44% | 00.0% | Unchanged |