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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, Q4 2022

Institutional positions in Diageo PLC as of Dec 31, 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
1,019
+73 vs. Q3 2022
Shares held
52.8M
+1.29M (+2.5%) vs. Q3 2022
Total value
$9.32B
+$585.1M (+6.7%) vs. Q3 2022
New holders
131
345 more added
Sold out
58
363 more reduced

22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 1,019 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 heldQ4 2022: $9.32B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2022.

Institutions holding DEO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bellwether Advisors, LLC3$5340.00%+3New
Abound Wealth Management3$5350.00%+3New
Householder Group Estate & Retirement Specialist, LLC10$1.00K0.00%+10New
Stephens Consulting, LLC9$1.60K0.00%−47−83.9%Reduced
Glen Eagle Advisors, LLC9$1.60K0.00%+9New
TD Capital Management LLC10$1.78K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$1.78K0.00%00.0%Unchanged
James Investment Research Inc10$2.00K0.00%+10New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC12$2.14K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.12$2.14K0.00%00.0%Unchanged
NewSquare Capital LLC12$2.14K0.00%+12New
Retirement Financial Solutions, LLC12$2.14K0.00%+12New
DecisionPoint Financial, LLC14$2.50K0.00%+14New
Copeland Capital Management, LLC18$3.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC19$3.00K0.01%+19New
Sofos Investments, Inc.1,454$3.05K0.03%−699−32.5%Reduced
Aspire Private Capital, LLC22$3.92K0.00%00.0%Unchanged
MinichMacGregor Wealth Management, LLC22$3.92K0.00%+22New
Westside Investment Management, Inc.28$4.00K0.00%00.0%Unchanged
Van Eck Associates Corp25$4.00K0.00%+10+66.7%Added
Eukles Asset Management20$4.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC25$4.46K0.00%00.0%Unchanged
Asset Dedication, LLC28$5.00K0.00%00.0%Unchanged
TSFG, LLC30$5.00K0.00%+30New
Ameritas Investment Partners, Inc.29$5.09K0.00%+1+3.6%Added
Key Financial Inc30$5.09K0.00%00.0%Unchanged
Addison Advisors LLC30$5.35K0.00%−60−66.7%Reduced
Bell Investment Advisors, Inc30$5.35K0.00%−5−14.3%Reduced
Laffer Tengler Investments31$5.52K0.00%00.0%Unchanged
RWM Asset Management, LLC33$5.88K0.00%00.0%Unchanged
Castleview Partners, LLC35$6.24K0.01%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC35$6.24K0.00%+35New
Ruedi Wealth Management, Inc.37$6.59K0.00%+37New
Godsey & Gibb Associates39$6.95K0.00%00.0%Unchanged
Arcadia Investment Management Corp39$6.95K0.00%00.0%Unchanged
Global Wealth Strategies & Associates39$6.95K0.00%+39New
Macquarie Group Ltd42$7.00K0.00%+3+7.7%Added
Tradition Wealth Management, LLC38$7.00K0.00%+1+2.7%Added
First Command Bank41$7.00K0.00%+41New
First Command Financial Services, Inc.41$7.00K0.00%+41New
Truvestments Capital LLC40$7.13K0.00%00.0%Unchanged
Pflug Koory, LLC47$8.00K0.00%00.0%Unchanged
Duncker Streett & Co Inc45$8.02K0.00%+45New
Delta Asset Management LLC47$8.38K0.00%+47New
Clean Yield Group48$8.55K0.00%+21+77.8%Added
West Paces Advisors Inc.50$8.91K0.00%00.0%Unchanged
Princeton Global Asset Management LLC51$9.00K0.00%+1+2.0%Added
Steward Financial Group LLC54$9.00K0.00%+54New
Johnson Financial Group, Inc.52$9.27K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group53$9.44K0.01%00.0%Unchanged
Heritage Wealth Management, LLC54$9.62K0.00%+54New
IAG Wealth Partners, LLC60$10.7K0.00%00.0%Unchanged
Ninety One UK Ltd60$10.7K0.00%+5+9.1%Added
Perritt Capital Management Inc60$10.7K0.01%+60New
TCI Wealth Advisors, Inc.62$11.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.63$11.2K0.00%+14+28.6%Added
Tilia Fiduciary Partners, Inc.65$11.6K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC65$11.6K0.01%+65New
Annapolis Financial Services, LLC66$11.8K0.00%−16−19.5%Reduced
First Community Trust NA70$12.0K0.01%00.0%Unchanged
Capital Analysts, LLC70$12.0K0.00%+1+1.4%Added
Tyler-Stone Wealth Management69$12.0K0.01%00.0%Unchanged
Concord Wealth Partners69$12.4K0.00%+69New
Sugarloaf Wealth Management, LLC70$12.5K0.00%+2+2.9%Added
Column Capital Advisors, LLC71$12.7K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC75$13.0K0.00%−79−51.3%Reduced
Coston, McIsaac & Partners73$13.0K0.01%+1+1.4%Added
Financial Management Professionals, Inc.73$13.0K0.00%+28+62.2%Added
North Star Investment Management Corp.74$13.2K0.00%00.0%Unchanged
Optimum Investment Advisors86$15.3K0.01%00.0%Unchanged
Cornerstone Planning Group LLC85$15.7K0.01%+85New
West Oak Capital, LLC90$16.0K0.01%00.0%Unchanged
Schubert & Co92$16.4K0.01%−43−31.9%Reduced
Osterweis Capital Management Inc92$16.4K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.94$16.8K0.00%+94New
Raffa Wealth Management, LLC95$16.9K0.01%−8−7.8%Reduced
Mascoma Wealth Management LLC98$17.5K0.01%00.0%Unchanged
Accel Wealth Management100$17.8K0.01%00.0%Unchanged
WFA of San Diego, LLC100$17.8K0.01%+100New
Slocum, Gordon & Co LLP100$17.8K0.01%+100New
Y.D. More Investments Ltd100$17.9K0.00%+100New
Red Tortoise LLC101$18.0K0.01%+101New
AlphaMark Advisors, LLC100$18.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC103$18.4K0.00%−6−5.5%Reduced
Clearview Wealth Advisors LLC111$19.8K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC116$20.7K0.01%+29+33.3%Added
Gleason Group, Inc.117$20.8K0.01%+2+1.7%Added
Burleson & Company, LLC120$21.4K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC121$21.5K0.02%+2+1.7%Added
BDO Wealth Advisors, LLC124$22.1K0.00%00.0%Unchanged
RFP Financial Group LLC127$22.6K0.01%+127New
HighMark Wealth Management LLC128$22.8K0.02%+1+0.8%Added
Creative Capital Management Investments LLC141$25.0K0.02%+141New
FinTrust Capital Advisors, LLC142$25.3K0.01%+24+20.3%Added
Atwood & Palmer Inc143$25.5K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC144$25.7K0.01%+144New
PFS Partners, LLC150$26.7K0.03%00.0%Unchanged
Global Trust Asset Management, LLC158$28.2K0.01%−102−39.2%Reduced
Win Advisors, Inc160$28.5K0.01%+17+11.9%Added
Arcus Capital Partners, LLC163$29.0K0.01%+163New