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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 5,614 | $954.0K | 0.00% | +1,476+35.7% | Added |
| Moreno Evelyn V | 5,603 | $951.0K | 0.43% | −250−4.3% | Reduced |
| Apollon Wealth Management, LLC | 5,570 | $946.0K | 0.08% | +471+9.2% | Added |
| Banque Pictet & Cie SA | 5,558 | $943.8K | 0.01% | −51−0.9% | Reduced |
| Pendal Group Limited | 18,675 | $942.0K | 0.01% | +17,500+1,489.4% | Added |
| McKinley Capital Management LLC /Delaware | 5,543 | $941.0K | 0.13% | −66−1.2% | Reduced |
| Nuance Investments, LLC | 5,418 | $920.0K | 0.02% | +5,418 | New |
| Level Four Advisory Services, LLC | 5,369 | $912.0K | 0.09% | −11−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,339 | $907.0K | 0.12% | −67−1.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,327 | $905.0K | 0.09% | −49−0.9% | Reduced |
| MUFG Americas Holdings Corp | 5,314 | $902.0K | 0.02% | −260−4.7% | Reduced |
| Eagle Asset Management Inc | 5,309 | $901.0K | 0.01% | −1,039−16.4% | Reduced |
| Regions Financial Corp | 5,281 | $897.0K | 0.01% | −1,693−24.3% | Reduced |
| Occidental Asset Management, LLC | 5,277 | $896.0K | 0.27% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 5,267 | $894.0K | 0.28% | −134−2.5% | Reduced |
| Vise Technologies, Inc. | 5,248 | $891.0K | 0.34% | +1,262+31.7% | Added |
| Comerica Securities,inc. | 5,134 | $884.0K | 0.07% | −437−7.8% | Reduced |
| Canandaigua National Corp | 5,197 | $883.0K | 0.16% | +1,119+27.4% | Added |
| Atlas Private Wealth Management | 5,197 | $882.0K | 0.64% | +614+13.4% | Added |
| Probity Advisors, Inc. | 5,184 | $880.0K | 0.22% | −699−11.9% | Reduced |
| Bell Rock Capital LLC | 5,170 | $878.0K | 1.08% | +5,170 | New |
| Oakwell Private Wealth Management, LLC | 5,170 | $878.0K | 0.49% | +5,170 | New |
| Wealth Alliance | 5,165 | $877.0K | 0.17% | −143−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 5,111 | $868.0K | 0.03% | +3,849+305.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,104 | $867.0K | 0.04% | +414+8.8% | Added |
| Quadrant Capital Group LLC | 5,046 | $857.0K | 0.11% | +300+6.3% | Added |
| Harrison & Co Wealth Management, LLC | 5,000 | $849.0K | 0.90% | −115−2.2% | Reduced |
| Heritage Wealth Advisors | 4,979 | $845.5K | 0.06% | 00.0% | Unchanged |
| Columbia Asset Management | 4,964 | $843.0K | 0.22% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 4,960 | $842.0K | 0.76% | +15+0.3% | Added |
| Parsons Capital Management Inc | 4,950 | $841.0K | 0.08% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 4,942 | $837.0K | 0.69% | −629−11.3% | Reduced |
| Evergreen Capital Management LLC | 4,922 | $835.0K | 0.04% | +537+12.2% | Added |
| Tiedemann Advisors, LLC | 4,785 | $833.0K | 0.05% | −52−1.1% | Reduced |
| TD Asset Management Inc | 4,899 | $833.0K | 0.00% | +828+20.3% | Added |
| Sigma Planning Corp | 4,890 | $830.0K | 0.03% | −84−1.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,886 | $830.0K | 0.01% | +221+4.7% | Added |
| Dorsey & Whitney Trust CO LLC | 4,805 | $817.0K | 0.09% | −69−1.4% | Reduced |
| AE Wealth Management LLC | 4,795 | $814.0K | 0.01% | −456−8.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,788 | $813.0K | 0.21% | −225−4.5% | Reduced |
| Harbour Capital Advisors, LLC | 4,940 | $811.0K | 0.28% | −30−0.6% | Reduced |
| Welch Group, LLC | 4,757 | $808.0K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,742 | $807.1K | 0.01% | −1,030−17.8% | Reduced |
| Trexquant Investment LP | 4,741 | $805.0K | 0.03% | +4,741 | New |
| Benjamin Edwards Inc | 4,657 | $791.0K | 0.24% | +137+3.0% | Added |
| Wrapmanager Inc | 4,619 | $784.0K | 0.26% | +115+2.6% | Added |
| Americana Partners, LLC | 4,611 | $783.0K | 0.14% | +386+9.1% | Added |
| CWS Financial Advisors, LLC | 4,589 | $779.0K | 0.37% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,566 | $775.0K | 0.01% | +98+2.2% | Added |
| Grimes & Company, Inc. | 4,553 | $773.0K | 0.04% | +7+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,485 | $762.0K | 0.01% | +96+2.2% | Added |
| Caldwell Trust Co | 4,487 | $761.9K | 0.11% | −124−2.7% | Reduced |
| Rehmann Capital Advisory Group | 4,484 | $761.5K | 0.08% | +1,625+56.8% | Added |
| Intelligent Financial Strategies | 4,455 | $756.0K | 0.79% | 00.0% | Unchanged |
| Regent Investment Management LLC | 4,416 | $750.0K | 0.22% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 4,393 | $746.0K | 0.55% | +98+2.3% | Added |
| Jacobi Capital Management LLC | 4,363 | $741.0K | 0.10% | +85+2.0% | Added |
| Ancora Advisors, LLC | 4,355 | $740.0K | 0.02% | −255−5.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,350 | $739.0K | 0.26% | +110+2.6% | Added |
| Sterling Investment Advisors, Ltd. | 4,346 | $738.0K | 0.28% | −564−11.5% | Reduced |
| Checchi Capital Advisers, LLC | 4,348 | $738.0K | 0.08% | +27+0.6% | Added |
| Glenview Trust Co | 4,341 | $737.0K | 0.03% | +33+0.8% | Added |
| Cypress Capital Group | 4,325 | $735.0K | 0.12% | +17+0.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 4,315 | $733.0K | 0.35% | −85−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,308 | $732.0K | 0.12% | −200−4.4% | Reduced |
| Advisor OS, LLC | 4,210 | $716.0K | 0.22% | +227+5.7% | Added |
| Financial Architects, Inc | 4,190 | $712.0K | 0.12% | +4,190 | New |
| Bradley Foster & Sargent Inc | 4,160 | $706.0K | 0.02% | −6−0.1% | Reduced |
| Asset Management One Co.,Ltd. | 4,140 | $703.0K | 0.00% | −506−10.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,128 | $700.0K | 0.00% | +1,884+84.0% | Added |
| 9258 Wealth Management, LLC | 4,014 | $682.0K | 0.17% | −10.0% | Reduced |
| King Luther Capital Management Corp | 3,962 | $673.0K | 0.00% | +545+15.9% | Added |
| CAPROCK Group, Inc. | 3,907 | $672.0K | 0.06% | −415−9.6% | Reduced |
| Cetera Advisors LLC | 3,947 | $670.0K | 0.02% | −119−2.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,939 | $669.0K | 0.03% | 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 |
| Royal Capital Wealth Management, LLC | 3,875 | $658.0K | 0.77% | 00.0% | Unchanged |
| 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 |
| Voya Investment Management LLC | 3,800 | $645.3K | 0.00% | +3,800 | New |
| 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 |
| First National Trust Co | 3,759 | $638.0K | 0.04% | −10.0% | Reduced |
| Highlander Capital Management, LLC | 3,750 | $637.0K | 0.37% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,744 | $636.0K | 0.25% | +654+21.2% | Added |
| Covington Capital Management | 3,741 | $635.0K | 0.03% | +41+1.1% | Added |
| Affiance Financial, LLC | 3,708 | $630.0K | 0.36% | +5+0.1% | Added |
| Sather Financial Group Inc | 3,697 | $628.0K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,694 | $627.0K | 0.07% | +245+7.1% | Added |
| Texas Yale Capital Corp. | 3,665 | $622.0K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,677 | $621.0K | 0.04% | +336+10.1% | Added |
| Stableford Capital II LLC | 3,766 | $618.0K | 0.30% | −9−0.2% | Reduced |
| Fragasso Group Inc. | 3,634 | $617.0K | 0.09% | −227−5.9% | Reduced |
| 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 |
| Salvus Wealth Management, LLC | 3,611 | $613.0K | 0.58% | +147+4.2% | Added |
| Wimmer Associates 1, LLC | 3,633 | $607.0K | 0.40% | +10+0.3% | Added |
| ProVise Management Group, LLC | 3,570 | $606.0K | 0.07% | −550−13.3% | Reduced |