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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2022: 968 institutions
Q1 2021: 932 institutionsQ2 2021: 955 institutionsQ3 2021: 939 institutionsQ4 2021: 1,056 institutionsQ1 2022: 1,028 institutionsQ2 2022: 1,000 institutionsQ3 2022: 968 institutionsQ4 2022: 1,019 institutionsQ1 2023: 1,016 institutionsQ2 2023: 1,001 institutionsQ3 2023: 957 institutionsQ4 2023: 1,011 institutionsQ1 2024: 1,016 institutionsQ2 2024: 951 institutionsQ3 2024: 965 institutionsQ4 2024: 970 institutionsQ1 2025: 891 institutionsQ2 2025: 854 institutionsQ3 2025: 827 institutionsQ4 2025: 798 institutionsQ1 2026: 747 institutionsQ2 2026: 728 institutions
Value heldQ3 2022: $8.84B
Q1 2021: $9.73BQ2 2021: $11.0BQ3 2021: $10.4BQ4 2021: $12.0BQ1 2022: $11.1BQ2 2022: $9.66BQ3 2022: $8.84BQ4 2022: $9.32BQ1 2023: $10.0BQ2 2023: $9.65BQ3 2023: $8.20BQ4 2023: $8.07BQ1 2024: $8.79BQ2 2024: $7.40BQ3 2024: $8.32BQ4 2024: $7.43BQ1 2025: $5.79BQ2 2025: $5.55BQ3 2025: $5.34BQ4 2025: $4.68BQ1 2026: $4.07BQ2 2026: $4.54B
Institutions holding DEO and their total value by quarter
QuarterHoldersValue
Q2 2026728$4.54B
Q1 2026747$4.07B
Q4 2025798$4.68B
Q3 2025827$5.34B
Q2 2025854$5.55B
Q1 2025891$5.79B
Q4 2024970$7.43B
Q3 2024965$8.32B
Q2 2024951$7.40B
Q1 20241,016$8.79B
Q4 20231,011$8.07B
Q3 2023957$8.20B
Q2 20231,001$9.65B
Q1 20231,016$10.0B
Q4 20221,019$9.32B
Q3 2022968$8.84B
Q2 20221,000$9.66B
Q1 20221,028$11.1B
Q4 20211,056$12.0B
Q3 2021939$10.4B
Q2 2021955$11.0B
Q1 2021932$9.73B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q2 2022.

Institutions holding DEO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ergoteles LLC3,549$603.0K0.02%+3,549New
Fiduciary Group LLC3,380$597.0K0.08%−20−0.6%Reduced
Summitry LLC3,490$593.0K0.04%−104−2.9%Reduced
KCS Wealth Advisory3,487$592.0K0.27%−2,873−45.2%Reduced
Deutsche Bank AG3,478$591.0K0.00%+37+1.1%Added
First Nebraska Trust Co3,466$588.6K0.08%00.0%Unchanged
Ellevest, Inc.3,455$587.0K0.06%−388−10.1%Reduced
L.M. Kohn & Company3,449$586.0K0.29%−10.0%Reduced
Bard Financial Services, Inc.3,425$582.0K0.05%00.0%Unchanged
Veritable, L.P.3,413$580.0K0.01%−607−15.1%Reduced
Sequoia Financial Advisors, LLC3,397$577.0K0.02%−510−13.1%Reduced
Greenleaf Trust3,396$577.0K0.01%−47−1.4%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital3,363$571.0K0.01%+85+2.6%Added
Fiera Capital Corp3,364$571.0K0.00%+524+18.5%Added
Marshall Financial Group LLC3,355$570.0K0.24%+237+7.6%Added
Profund Advisors LLC3,353$569.0K0.04%−375−10.1%Reduced
OmniStar Financial Group, Inc.3,341$567.0K0.68%+285+9.3%Added
Atlas Capital Advisors LLC3,230$548.5K0.10%−65−2.0%Reduced
Cohen Investment Advisors LLC3,217$546.0K0.50%+33+1.0%Added
Cable Hill Partners, LLC3,152$535.0K0.11%+89+2.9%Added
Integrated Advisors Network LLC3,127$531.0K0.04%+314+11.2%Added
Cullinan Associates Inc3,100$526.0K0.03%00.0%Unchanged
Alhambra Investment Partners LLC3,015$512.0K0.39%00.0%Unchanged
Cresset Asset Management, LLC2,972$511.0K0.01%−753−20.2%Reduced
McDonald Partners LLC3,012$511.0K0.20%−150−4.7%Reduced
Woodley Farra Manion Portfolio Management Inc3,000$509.0K0.04%00.0%Unchanged
Lido Advisors, LLC2,980$506.0K0.01%+131+4.6%Added
Strategic Global Advisors, LLC2,980$506.0K0.08%+137+4.8%Added
InterOcean Capital Group, LLC2,961$503.0K0.02%−122−4.0%Reduced
Corient Capital Partners, LLC2,883$502.0K0.04%+194+7.2%Added
Nuveen Asset Management, LLC2,952$501.0K0.00%+145+5.2%Added
SeaCrest Wealth Management, LLC2,927$497.0K0.08%+62+2.2%Added
Murphy Pohlad Asset Management LLC2,907$493.0K0.23%+25+0.9%Added
Clarius Group, LLC2,885$490.0K0.05%+257+9.8%Added
Essex Savings Bank2,877$489.0K0.19%+149+5.5%Added
Old National Bancorp2,846$483.0K0.02%+1,659+139.8%Added
Fca Corp2,800$475.0K0.20%00.0%Unchanged
Avalon Investment & Advisory2,800$475.0K0.01%00.0%Unchanged
Howland Capital Management LLC2,758$475.0K0.03%00.0%Unchanged
Mission Wealth Management, LP2,793$474.0K0.03%+375+15.5%Added
Henry James International Management, Inc.2,783$473.0K0.26%00.0%Unchanged
Founders Financial Alliance, LLC2,779$472.0K0.24%+206+8.0%Added
Alan B. Lancz & Associates, Inc.2,750$467.0K0.55%00.0%Unchanged
Regal Investment Advisors LLC2,746$466.0K0.05%+26+1.0%Added
Verdence Capital Advisors LLC2,709$460.0K0.06%+502+22.7%Added
Valmark Advisers, Inc.2,693$457.0K0.01%00.0%Unchanged
CWM, LLC2,692$457.0K0.00%+149+5.9%Added
Brandywine Oak Private Wealth LLC2,691$456.0K0.06%−564−17.3%Reduced
Dorchester Wealth Management Co2,665$453.0K0.10%00.0%Unchanged
Lester Murray Antman dba SimplyRich2,658$451.0K0.20%+182+7.4%Added
Pitti Group Wealth Management, LLC2,640$448.0K0.62%−26−1.0%Reduced
Flputnam Investment Management Co2,619$445.0K0.02%−248−8.7%Reduced
Beaumont Financial Partners, LLC2,616$444.0K0.04%−4−0.2%Reduced
Forum Financial Management, LP2,565$436.0K0.02%00.0%Unchanged
South Shore Capital Advisors2,562$435.0K1.03%+10.0%Added
Zuckerman Investment Group, LLC2,555$434.0K0.08%+105+4.3%Added
Northeast Financial Consultants Inc2,546$432.0K0.03%+650+34.3%Added
Inlet Private Wealth, LLC2,537$431.0K0.13%00.0%Unchanged
Principal Street Partners, LLC2,495$430.0K0.11%−303−10.8%Reduced
Abbot Financial Management, Inc.2,525$429.0K0.31%−3,200−55.9%Reduced
Lincoln National Corp2,512$426.0K0.01%+149+6.3%Added
Bryn Mawr Trust Co2,505$425.0K0.02%+15+0.6%Added
Meixler Investment Management, Ltd.2,489$423.0K0.50%+12+0.5%Added
Dearborn Partners LLC2,493$423.0K0.02%+45+1.8%Added
Fort Washington Investment Advisors Inc2,450$416.0K0.00%00.0%Unchanged
Silvercrest Asset Management Group LLC2,393$406.0K0.00%00.0%Unchanged
Budros, Ruhlin & Roe, Inc.2,371$403.0K0.05%−50−2.1%Reduced
Gladstone Institutional Advisory LLC2,351$399.0K0.03%−474−16.8%Reduced
Laraway Financial Inc2,330$396.0K0.44%00.0%Unchanged
Roman Butler Fullerton & Co2,398$393.0K0.25%00.0%Unchanged
Gradient Investments LLC2,300$391.0K0.01%+432+23.1%Added
Stonehage Fleming Financial Services Holdings Ltd2,300$390.0K0.03%−4,300−65.2%Reduced
Alliancebernstein L.P.2,290$389.0K0.00%−29−1.3%Reduced
Aaron Wealth Advisors2,289$389.0K0.07%+55+2.5%Added
Fulton Breakefield Broenniman LLC2,286$388.0K0.04%−71−3.0%Reduced
Schechter Investment Advisors, LLC2,287$388.0K0.04%+282+14.1%Added
Ballentine Partners, LLC2,249$382.0K0.01%−89−3.8%Reduced
Mirador Capital Partners LP2,245$381.0K0.09%+2+0.1%Added
Private Trust Co NA2,211$375.0K0.06%+49+2.3%Added
Hardman Johnston Global Advisors LLC2,200$374.0K0.02%00.0%Unchanged
Aries Wealth Management2,234$373.0K0.17%00.0%Unchanged
Regentatlantic Capital LLC2,189$372.0K0.01%−1,275−36.8%Reduced
Shelton Capital Management2,190$372.0K0.02%00.0%Unchanged
NTV Asset Management LLC2,175$369.0K0.08%00.0%Unchanged
Prime Capital Investment Advisors, LLC2,161$367.0K0.02%−289−11.8%Reduced
Marcum Wealth, LLC2,156$366.0K0.06%−4−0.2%Reduced
Nicholas Hoffman & Company, LLC.2,140$363.0K0.02%00.0%Unchanged
EverSource Wealth Advisors, LLC2,127$362.0K0.08%−321−13.1%Reduced
Gofen & Glossberg LLC2,124$361.0K0.01%−27−1.3%Reduced
Advocate Group LLC2,126$361.0K0.09%−4−0.2%Reduced
Schrum Private Wealth Management LLC2,121$360.0K0.45%00.0%Unchanged
Mayflower Financial Advisors, LLC2,108$358.0K0.06%+2,108New
Dana Investment Advisors, Inc.2,085$354.0K0.02%00.0%Unchanged
Personal Cfo Solutions, LLC2,082$353.0K0.09%−240−10.3%Reduced
Logan Capital Management Inc2,080$353.0K0.02%−23−1.1%Reduced
FineMark National Bank & Trust2,083$353.0K0.02%+232+12.5%Added
Fusion Capital, LLC2,072$352.0K0.23%−27−1.3%Reduced
TFG Advisers LLC2,074$352.0K0.20%+25+1.2%Added
Summit Trail Advisors, LLC2,021$352.0K0.02%00.0%Unchanged
Bulltick Wealth Management, LLC2,035$349.8K0.11%00.0%Unchanged