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 |
|---|---|---|---|---|---|
| MQS Management LLC | 1,465 | $249.0K | 0.16% | −3,716−71.7% | Reduced |
| Van Hulzen Asset Management, LLC | 1,465 | $249.0K | 0.03% | +92+6.7% | Added |
| Heartwood Wealth Advisors LLC | 1,458 | $248.0K | 0.04% | −19−1.3% | Reduced |
| Financial Advocates Investment Management | 1,466 | $247.0K | 0.02% | −555−27.5% | Reduced |
| Personal Capital Advisors Corp | 1,453 | $247.0K | 0.00% | +40+2.8% | Added |
| Kistler-Tiffany Companies, LLC | 1,447 | $246.0K | 0.06% | +26+1.8% | Added |
| Dynamic Advisor Solutions LLC | 1,447 | $246.0K | 0.02% | +163+12.7% | Added |
| Banco Santander, S.A. | 1,440 | $245.0K | 0.00% | −955−39.9% | Reduced |
| Optas, LLC | 1,445 | $245.0K | 0.11% | +94+7.0% | Added |
| Allworth Financial LP | 1,435 | $244.0K | 0.00% | +594+70.6% | Added |
| Capital Investment Advisory Services, LLC | 1,433 | $243.0K | 0.03% | −200−12.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,432 | $243.0K | 0.10% | −150−9.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,425 | $242.0K | 0.05% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 1,422 | $241.0K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,414 | $240.0K | 0.05% | −69−4.7% | Reduced |
| Arkadios Wealth Advisors | 1,410 | $239.0K | 0.04% | +64+4.8% | Added |
| Simplex Trading, LLC | 1,410 | $239.0K | 0.01% | +1,410 | New |
| Anchor Investment Management, LLC | 1,394 | $236.7K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,387 | $236.0K | 0.01% | +21+1.5% | Added |
| Trustcore Financial Services, LLC | 1,383 | $235.0K | 0.02% | −36−2.5% | Reduced |
| Merit Financial Group, LLC | 1,384 | $235.0K | 0.01% | +59+4.5% | Added |
| SOL Capital Management CO | 1,380 | $234.0K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,361 | $234.0K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,374 | $233.0K | 0.06% | −539−28.2% | Reduced |
| Nwam LLC | 1,367 | $232.0K | 0.02% | −829−37.8% | Reduced |
| Rockland Trust Co | 1,363 | $231.0K | 0.02% | −10−0.7% | Reduced |
| Hofer & Associates. Inc | 1,358 | $231.0K | 0.25% | +39+3.0% | Added |
| Brighton Jones LLC | 1,359 | $231.0K | 0.01% | +1,359 | New |
| Heron Financial Group, LLC | 1,354 | $230.0K | 0.14% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,343 | $228.0K | 0.16% | +176+15.1% | Added |
| Bristlecone Advisors, LLC | 1,337 | $227.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,335 | $227.0K | 0.01% | +33+2.5% | Added |
| Stratos Wealth Advisors, LLC | 1,329 | $226.0K | 0.02% | −893−40.2% | Reduced |
| Enhancing Capital LLC | 1,350 | $226.0K | 0.28% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,324 | $225.0K | 0.07% | −1,178−47.1% | Reduced |
| Sanders Morris Harris LLC | 1,325 | $225.0K | 0.06% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 1,323 | $225.0K | 0.13% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,311 | $225.0K | 0.00% | +50+4.0% | Added |
| Belpointe Asset Management LLC | 1,330 | $225.0K | 0.02% | +434+48.4% | Added |
| Sofos Investments, Inc. | 2,153 | $224.0K | 0.03% | −2,925−57.6% | Reduced |
| Texas Capital Bancshares Inc | 1,317 | $224.0K | 0.18% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,316 | $224.0K | 0.02% | +6+0.5% | Added |
| St Germain D J Co Inc | 1,285 | $224.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,314 | $223.0K | 0.03% | −782−37.3% | Reduced |
| Epoch Investment Partners, Inc. | 1,313 | $223.0K | 0.00% | −272−17.2% | Reduced |
| Andesa Financial Management Inc. | 1,323 | $223.0K | 0.08% | +1,323 | New |
| Centaurus Financial, Inc. | 1,306 | $222.0K | 0.02% | +77+6.3% | Added |
| Campbell & CO Investment Adviser LLC | 1,301 | $221.0K | 0.05% | −1,003−43.5% | Reduced |
| Harvey Investment Co LLC | 1,304 | $221.0K | 0.03% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,300 | $221.0K | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 1,300 | $221.0K | 0.04% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,296 | $220.0K | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,298 | $220.0K | 0.09% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,294 | $220.0K | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,294 | $220.0K | 0.02% | +1,294 | New |
| Flagship Harbor Advisors, LLC | 1,285 | $218.0K | 0.03% | −50−3.7% | Reduced |
| Charter Trust Co | 1,280 | $217.0K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,255 | $216.0K | 0.05% | +30+2.4% | Added |
| Principle Wealth Partners LLC | 1,273 | $216.0K | 0.03% | +80+6.7% | Added |
| LS Investment Advisors, LLC | 1,258 | $214.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,251 | $213.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 1,249 | $212.0K | 0.03% | −22−1.7% | Reduced |
| Birch Hill Investment Advisors LLC | 1,250 | $212.0K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,247 | $212.0K | 0.01% | +1,247 | New |
| Clifford Swan Investment Counsel LLC | 1,244 | $211.0K | 0.01% | −6−0.5% | Reduced |
| Horan Securities, Inc. | 1,234 | $210.0K | 0.13% | +16+1.3% | Added |
| IFP Advisors, Inc | 1,761 | $210.0K | 0.01% | +417+31.0% | Added |
| Linscomb & Williams, Inc. | 1,233 | $209.0K | 0.01% | −150−10.8% | Reduced |
| Hills Bank & Trust Co | 1,231 | $209.0K | 0.03% | −142−10.3% | Reduced |
| Excalibur Management Corp | 1,229 | $209.0K | 0.12% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,234 | $209.0K | 0.06% | +32+2.7% | Added |
| Sage Investment Advisers LLC | 1,229 | $209.0K | 0.33% | +1,229 | New |
| Knuff & Co LLC | 1,213 | $206.0K | 0.10% | −241−16.6% | Reduced |
| Curi Capital | 1,212 | $206.0K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,214 | $206.0K | 0.15% | +6+0.5% | Added |
| Harbor Investment Advisory, LLC | 1,205 | $205.0K | 0.03% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 1,200 | $204.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $204.0K | 0.12% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,197 | $203.0K | 0.05% | −3,176−72.6% | Reduced |
| MJP Associates Inc | 1,195 | $203.0K | 0.06% | +1,195 | New |
| Advisors Capital Management, LLC | 1,170 | $203.0K | 0.01% | +1,170 | New |
| Cambridge Trust Co | 1,191 | $202.0K | 0.01% | −289−19.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,175 | $200.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,116 | $192.0K | 0.01% | +31+2.9% | Added |
| SOA Wealth Advisors, LLC. | 1,120 | $190.0K | 0.06% | 00.0% | Unchanged |
| Tevis Investment Management | 1,075 | $182.0K | 0.18% | +66+6.5% | Added |
| AdvisorNet Financial, Inc | 1,048 | $178.0K | 0.02% | −68−6.1% | Reduced |
| Sage Private Wealth Group, LLC | 1,047 | $178.0K | 0.24% | −1−0.1% | Reduced |
| Oxler Private Wealth LLC | 1,044 | $177.4K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,016 | $177.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,020 | $173.0K | 0.09% | −10−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,018 | $173.0K | 0.07% | +41+4.2% | Added |
| Credit Agricole S A | 1,000 | $170.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 994 | $168.8K | 0.01% | +173+21.1% | Added |
| Okabena Investment Services Inc | 970 | $165.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 969 | $165.0K | 0.05% | +25+2.6% | Added |
| Solstein Capital, LLC | 928 | $158.0K | 0.14% | −4,271−82.2% | Reduced |
| Family Capital Trust Co | 900 | $153.0K | 0.07% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 874 | $148.0K | 0.07% | −52−5.6% | Reduced |
| American Research & Management Co. | 796 | $135.0K | 0.04% | −81−9.2% | Reduced |