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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 2,351 | $399.0K | 0.03% | −474−16.8% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 2,371 | $403.0K | 0.05% | −50−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 2,393 | $406.0K | 0.00% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,450 | $416.0K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,489 | $423.0K | 0.50% | +12+0.5% | Added |
| Dearborn Partners LLC | 2,493 | $423.0K | 0.02% | +45+1.8% | Added |
| Bryn Mawr Trust Co | 2,505 | $425.0K | 0.02% | +15+0.6% | Added |
| Lincoln National Corp | 2,512 | $426.0K | 0.01% | +149+6.3% | Added |
| Abbot Financial Management, Inc. | 2,525 | $429.0K | 0.31% | −3,200−55.9% | Reduced |
| Principal Street Partners, LLC | 2,495 | $430.0K | 0.11% | −303−10.8% | Reduced |
| Inlet Private Wealth, LLC | 2,537 | $431.0K | 0.13% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,546 | $432.0K | 0.03% | +650+34.3% | Added |
| Zuckerman Investment Group, LLC | 2,555 | $434.0K | 0.08% | +105+4.3% | Added |
| South Shore Capital Advisors | 2,562 | $435.0K | 1.03% | +10.0% | Added |
| Forum Financial Management, LP | 2,565 | $436.0K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 2,616 | $444.0K | 0.04% | −4−0.2% | Reduced |
| Flputnam Investment Management Co | 2,619 | $445.0K | 0.02% | −248−8.7% | Reduced |
| Pitti Group Wealth Management, LLC | 2,640 | $448.0K | 0.62% | −26−1.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,658 | $451.0K | 0.20% | +182+7.4% | Added |
| Dorchester Wealth Management Co | 2,665 | $453.0K | 0.10% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 2,691 | $456.0K | 0.06% | −564−17.3% | Reduced |
| Valmark Advisers, Inc. | 2,693 | $457.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,692 | $457.0K | 0.00% | +149+5.9% | Added |
| Verdence Capital Advisors LLC | 2,709 | $460.0K | 0.06% | +502+22.7% | Added |
| Regal Investment Advisors LLC | 2,746 | $466.0K | 0.05% | +26+1.0% | Added |
| Alan B. Lancz & Associates, Inc. | 2,750 | $467.0K | 0.55% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,779 | $472.0K | 0.24% | +206+8.0% | Added |
| Henry James International Management, Inc. | 2,783 | $473.0K | 0.26% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,793 | $474.0K | 0.03% | +375+15.5% | Added |
| Fca Corp | 2,800 | $475.0K | 0.20% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 2,800 | $475.0K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,758 | $475.0K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 2,846 | $483.0K | 0.02% | +1,659+139.8% | Added |
| Essex Savings Bank | 2,877 | $489.0K | 0.19% | +149+5.5% | Added |
| Clarius Group, LLC | 2,885 | $490.0K | 0.05% | +257+9.8% | Added |
| Murphy Pohlad Asset Management LLC | 2,907 | $493.0K | 0.23% | +25+0.9% | Added |
| SeaCrest Wealth Management, LLC | 2,927 | $497.0K | 0.08% | +62+2.2% | Added |
| Nuveen Asset Management, LLC | 2,952 | $501.0K | 0.00% | +145+5.2% | Added |
| Corient Capital Partners, LLC | 2,883 | $502.0K | 0.04% | +194+7.2% | Added |
| InterOcean Capital Group, LLC | 2,961 | $503.0K | 0.02% | −122−4.0% | Reduced |
| Lido Advisors, LLC | 2,980 | $506.0K | 0.01% | +131+4.6% | Added |
| Strategic Global Advisors, LLC | 2,980 | $506.0K | 0.08% | +137+4.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $509.0K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,972 | $511.0K | 0.01% | −753−20.2% | Reduced |
| McDonald Partners LLC | 3,012 | $511.0K | 0.20% | −150−4.7% | Reduced |
| Alhambra Investment Partners LLC | 3,015 | $512.0K | 0.39% | 00.0% | Unchanged |
| Cullinan Associates Inc | 3,100 | $526.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,127 | $531.0K | 0.04% | +314+11.2% | Added |
| Cable Hill Partners, LLC | 3,152 | $535.0K | 0.11% | +89+2.9% | Added |
| Cohen Investment Advisors LLC | 3,217 | $546.0K | 0.50% | +33+1.0% | Added |
| Atlas Capital Advisors LLC | 3,230 | $548.5K | 0.10% | −65−2.0% | Reduced |
| OmniStar Financial Group, Inc. | 3,341 | $567.0K | 0.68% | +285+9.3% | Added |
| Profund Advisors LLC | 3,353 | $569.0K | 0.04% | −375−10.1% | Reduced |
| Marshall Financial Group LLC | 3,355 | $570.0K | 0.24% | +237+7.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,363 | $571.0K | 0.01% | +85+2.6% | Added |
| Fiera Capital Corp | 3,364 | $571.0K | 0.00% | +524+18.5% | Added |
| Sequoia Financial Advisors, LLC | 3,397 | $577.0K | 0.02% | −510−13.1% | Reduced |
| Greenleaf Trust | 3,396 | $577.0K | 0.01% | −47−1.4% | Reduced |
| Veritable, L.P. | 3,413 | $580.0K | 0.01% | −607−15.1% | Reduced |
| Bard Financial Services, Inc. | 3,425 | $582.0K | 0.05% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,449 | $586.0K | 0.29% | −10.0% | Reduced |
| Ellevest, Inc. | 3,455 | $587.0K | 0.06% | −388−10.1% | Reduced |
| First Nebraska Trust Co | 3,466 | $588.6K | 0.08% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,478 | $591.0K | 0.00% | +37+1.1% | Added |
| KCS Wealth Advisory | 3,487 | $592.0K | 0.27% | −2,873−45.2% | Reduced |
| Summitry LLC | 3,490 | $593.0K | 0.04% | −104−2.9% | Reduced |
| Fiduciary Group LLC | 3,380 | $597.0K | 0.08% | −20−0.6% | Reduced |
| Ergoteles LLC | 3,549 | $603.0K | 0.02% | +3,549 | New |
| ProVise Management Group, LLC | 3,570 | $606.0K | 0.07% | −550−13.3% | Reduced |
| Wimmer Associates 1, LLC | 3,633 | $607.0K | 0.40% | +10+0.3% | Added |
| Salvus Wealth Management, LLC | 3,611 | $613.0K | 0.58% | +147+4.2% | Added |
| Wedbush Securities Inc | 3,628 | $616.0K | 0.03% | −283−7.2% | Reduced |
| Crawford Investment Counsel Inc | 3,625 | $616.0K | 0.01% | −48−1.3% | Reduced |
| Fragasso Group Inc. | 3,634 | $617.0K | 0.09% | −227−5.9% | Reduced |
| Stableford Capital II LLC | 3,766 | $618.0K | 0.30% | −9−0.2% | Reduced |
| Western Wealth Management, LLC | 3,677 | $621.0K | 0.04% | +336+10.1% | Added |
| Texas Yale Capital Corp. | 3,665 | $622.0K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,694 | $627.0K | 0.07% | +245+7.1% | Added |
| Sather Financial Group Inc | 3,697 | $628.0K | 0.07% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,708 | $630.0K | 0.36% | +5+0.1% | Added |
| Covington Capital Management | 3,741 | $635.0K | 0.03% | +41+1.1% | Added |
| Mitchell Sinkler & Starr | 3,744 | $636.0K | 0.25% | +654+21.2% | Added |
| Highlander Capital Management, LLC | 3,750 | $637.0K | 0.37% | 00.0% | Unchanged |
| First National Trust Co | 3,759 | $638.0K | 0.04% | −10.0% | Reduced |
| Becker Capital Management Inc | 3,783 | $642.0K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,779 | $642.0K | 0.08% | +3,779 | New |
| Voya Investment Management LLC | 3,800 | $645.3K | 0.00% | +3,800 | New |
| Parallel Advisors, LLC | 3,814 | $648.0K | 0.03% | −43−1.1% | Reduced |
| Intrust Bank NA | 3,820 | $648.0K | 0.10% | +410+12.0% | Added |
| Royal Capital Wealth Management, LLC | 3,875 | $658.0K | 0.77% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,911 | $664.0K | 0.03% | −683−14.9% | Reduced |
| HBK Sorce Advisory LLC | 3,911 | $664.0K | 0.04% | +1,297+49.6% | Added |
| Main Street Financial Solutions, LLC | 4,034 | $664.0K | 0.11% | +4,034 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,939 | $669.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,947 | $670.0K | 0.02% | −119−2.9% | Reduced |
| CAPROCK Group, Inc. | 3,907 | $672.0K | 0.06% | −415−9.6% | Reduced |
| King Luther Capital Management Corp | 3,962 | $673.0K | 0.00% | +545+15.9% | Added |
| 9258 Wealth Management, LLC | 4,014 | $682.0K | 0.17% | −10.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,128 | $700.0K | 0.00% | +1,884+84.0% | Added |
| Asset Management One Co.,Ltd. | 4,140 | $703.0K | 0.00% | −506−10.9% | Reduced |