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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| LCNB Corp | 2,006 | $341.0K | 0.19% | −77−3.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,005 | $340.0K | 0.02% | −116−5.5% | Reduced |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 1,990 | $338.0K | 0.06% | +24+1.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,984 | $337.0K | 0.11% | −32−1.6% | Reduced |
| Jeppson Wealth Management, LLC | 1,981 | $336.0K | 0.15% | −20−1.0% | Reduced |
| First City Capital Management, Inc. | 1,972 | $335.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| 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 |
| Concentric Wealth Management, LLC | 1,950 | $331.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| 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 |
| Carnegie Capital Asset Management, LLC | 1,924 | $327.0K | 0.02% | −8−0.4% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| West Family Investments, Inc. | 1,858 | $316.0K | 0.13% | −113−5.7% | Reduced |
| Arete Wealth Advisors, LLC | 1,850 | $314.0K | 0.03% | +1,850 | New |
| 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 |
| Kingsview Wealth Management, LLC | 1,808 | $307.0K | 0.01% | −75−4.0% | Reduced |
| Carret Asset Management, LLC | 1,781 | $302.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Total Clarity Wealth Management, Inc. | 1,765 | $300.0K | 0.19% | −10−0.6% | Reduced |
| First National Bank of Omaha | 1,755 | $298.0K | 0.02% | +1,755 | New |
| 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 |
| Quad-Cities Investment Group, LLC | 1,738 | $295.0K | 0.23% | +60+3.6% | Added |
| 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 |
| Amplius Wealth Advisors, LLC | 1,719 | $292.0K | 0.05% | −969−36.0% | Reduced |
| 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 |
| 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 |
| Hazlett, Burt & Watson, Inc. | 1,675 | $282.0K | 0.27% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,615 | $281.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Wealthsource Partners, LLC | 1,621 | $275.0K | 0.02% | −1,610−49.8% | Reduced |
| 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 |
| Canvas Wealth Advisors, LLC | 1,630 | $273.0K | 0.12% | −727−30.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,609 | $273.0K | 0.08% | +54+3.5% | Added |
| 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 |
| Garrison Asset Management, LLC | 1,590 | $270.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Baker Avenue Asset Management, LP | 1,581 | $268.0K | 0.02% | +178+12.7% | Added |
| Independent Advisor Alliance | 1,572 | $267.0K | 0.02% | −1,487−48.6% | Reduced |
| 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 |
| 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 |
| Norris Perne & French LLP | 1,555 | $264.0K | 0.03% | 00.0% | Unchanged |
| Jeereddi Investments, LP | 1,551 | $263.0K | 1.21% | +1,551 | New |
| Goelzer Investment Management, Inc. | 1,537 | $261.0K | 0.03% | +1,537 | New |
| Equitable Holdings, Inc. | 1,531 | $260.0K | 0.01% | −31−2.0% | Reduced |
| 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 |
| Eagle Ridge Investment Management | 1,521 | $258.0K | 0.03% | 00.0% | Unchanged |
| Jacobs & Co | 1,523 | $258.0K | 0.04% | +1,523 | New |
| Schulhoff & Co Inc | 1,508 | $256.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Evoke Wealth, LLC | 1,487 | $254.0K | 0.01% | +604+68.4% | Added |
| Investment Partners, Ltd. | 1,489 | $253.0K | 0.08% | +1,489 | New |
| 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 |
| Baskin Financial Services Inc. | 1,480 | $251.0K | 0.03% | 00.0% | Unchanged |
| Round Table Services, LLC | 1,453 | $250.0K | 0.05% | 00.0% | Unchanged |