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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Diageo PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 1,016 | $181.0K | 0.01% | −100−9.0% | Reduced |
| IFP Advisors, Inc | 1,504 | $186.0K | 0.01% | −257−14.6% | Reduced |
| Rosenberg Matthew Hamilton | 1,067 | $190.1K | 0.06% | +49+4.8% | Added |
| Samalin Investment Counsel, LLC | 1,130 | $201.3K | 0.13% | +1,130 | New |
| SOA Wealth Advisors, LLC. | 1,134 | $202.0K | 0.05% | +14+1.3% | Added |
| Sentry Investment Management LLC | 1,141 | $203.0K | 0.09% | +879+335.5% | Added |
| LVM Capital Management Ltd | 1,140 | $203.0K | 0.03% | +1,140 | New |
| Opal Wealth Advisors, LLC | 1,143 | $203.7K | 0.11% | −71−5.8% | Reduced |
| Allworth Financial LP | 1,143 | $203.7K | 0.00% | −292−20.3% | Reduced |
| Five Oceans Advisors | 1,144 | $203.8K | 0.14% | +1,144 | New |
| CVA Family Office, LLC | 1,156 | $206.0K | 0.05% | +1,100+1,964.3% | Added |
| Money Concepts Capital Corp | 1,164 | $207.5K | 0.01% | +1,034+795.4% | Added |
| Brighton Jones LLC | 1,167 | $207.9K | 0.01% | −192−14.1% | Reduced |
| Albert D Mason Inc | 1,170 | $208.0K | 0.15% | +1,170 | New |
| Associated Banc-Corp | 1,168 | $208.1K | 0.01% | +1,168 | New |
| Lowe Brockenbrough & Co Inc | 1,171 | $208.7K | 0.02% | +1,171 | New |
| Thompson Siegel & Walmsley LLC | 1,175 | $209.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,179 | $210.1K | 0.02% | −204−14.8% | Reduced |
| Cambridge Trust Co | 1,191 | $212.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 1,190 | $212.1K | 0.03% | −22−1.8% | Reduced |
| MMBG Investment Advisors Co. | 1,194 | $213.0K | 0.03% | −228−16.0% | Reduced |
| Titleist Asset Management, Ltd. | 1,196 | $213.1K | 0.05% | +1,196 | New |
| Two Sigma Investments, LP | 1,200 | $213.8K | 0.00% | −56,759−97.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $213.8K | 0.13% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,201 | $214.1K | 0.12% | +1,201 | New |
| Hemenway Trust Co LLC | 1,209 | $215.4K | 0.02% | +9+0.8% | Added |
| Belpointe Asset Management LLC | 1,212 | $216.1K | 0.01% | −118−8.9% | Reduced |
| Knuff & Co LLC | 1,213 | $216.1K | 0.09% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,213 | $216.1K | 0.05% | +1,213 | New |
| Horan Securities, Inc. | 1,213 | $216.2K | 0.12% | −21−1.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,217 | $216.9K | 0.02% | +1,217 | New |
| Harbor Investment Advisory, LLC | 1,220 | $217.3K | 0.03% | +15+1.2% | Added |
| Baker Avenue Asset Management, LP | 1,221 | $217.6K | 0.01% | −360−22.8% | Reduced |
| MJP Associates Inc | 1,227 | $218.6K | 0.06% | +32+2.7% | Added |
| Excalibur Management Corp | 1,229 | $219.0K | 0.11% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,231 | $219.0K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,246 | $222.0K | 0.05% | −9−0.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,247 | $222.1K | 0.00% | −526−29.7% | Reduced |
| Harbour Investments, Inc. | 1,247 | $222.2K | 0.01% | +231+22.7% | Added |
| Birch Hill Investment Advisors LLC | 1,250 | $222.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,251 | $223.0K | 0.03% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,259 | $223.3K | 0.15% | −95−7.0% | Reduced |
| Charter Trust Co | 1,255 | $223.6K | 0.02% | −25−2.0% | Reduced |
| Flagship Harbor Advisors, LLC | 1,256 | $223.8K | 0.02% | −29−2.3% | Reduced |
| Graypoint LLC | 1,256 | $223.9K | 0.03% | +7+0.6% | Added |
| LS Investment Advisors, LLC | 1,258 | $224.2K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,262 | $224.9K | 0.01% | −125−9.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,267 | $225.9K | 0.02% | −62−4.7% | Reduced |
| Principle Wealth Partners LLC | 1,273 | $226.8K | 0.03% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,277 | $227.5K | 0.02% | −260−16.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,285 | $229.0K | 0.01% | +41+3.3% | Added |
| MONECO Advisors, LLC | 1,291 | $230.1K | 0.08% | −7−0.5% | Reduced |
| Burt Wealth Advisors | 1,296 | $230.9K | 0.08% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,298 | $231.3K | 0.01% | +65+5.3% | Added |
| Parthenon LLC | 1,300 | $231.6K | 0.04% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,300 | $232.0K | 0.04% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,304 | $232.0K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,306 | $232.7K | 0.01% | +12+0.9% | Added |
| Epoch Investment Partners, Inc. | 1,314 | $234.1K | 0.00% | +1+0.1% | Added |
| Texas Capital Bancshares Inc | 1,317 | $234.7K | 0.16% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,318 | $234.9K | 0.02% | −129−8.9% | Reduced |
| Leavell Investment Management, Inc. | 1,317 | $235.0K | 0.02% | −44−3.2% | Reduced |
| Absher Wealth Management, LLC | 1,321 | $235.4K | 0.04% | +1,321 | New |
| Centennial Wealth Advisory LLC | 1,323 | $235.7K | 0.13% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 1,332 | $237.3K | 0.09% | −100−7.0% | Reduced |
| Optas, LLC | 1,334 | $237.7K | 0.10% | −111−7.7% | Reduced |
| Financial Engines Advisors L.L.C. | 1,342 | $239.1K | 0.00% | +31+2.4% | Added |
| Arkadios Wealth Advisors | 1,343 | $239.3K | 0.03% | −67−4.8% | Reduced |
| Chemistry Wealth Management LLC | 1,344 | $239.5K | 0.09% | +50+3.9% | Added |
| Tacita Capital Inc | 1,350 | $241.0K | 0.18% | −150−10.0% | Reduced |
| Gallacher Capital Management LLC | 1,355 | $241.4K | 0.15% | +1,355 | New |
| Shilanski & Associates, Inc. | 1,365 | $243.3K | 0.11% | +1,365 | New |
| SOL Capital Management CO | 1,380 | $245.9K | 0.04% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,380 | $245.9K | 0.35% | +151+12.3% | Added |
| Argent Trust Co | 1,382 | $246.3K | 0.02% | −615−30.8% | Reduced |
| Anchor Investment Management, LLC | 1,394 | $248.4K | 0.04% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,402 | $249.8K | 0.01% | +1,402 | New |
| Quadrant Private Wealth Management, LLC | 1,414 | $252.0K | 0.08% | +1,414 | New |
| Penobscot Investment Management Company, Inc. | 1,425 | $253.9K | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,430 | $254.8K | 0.07% | −138−8.8% | Reduced |
| Hofer & Associates. Inc | 1,431 | $255.0K | 0.25% | +73+5.4% | Added |
| Sonora Investment Management Group, LLC | 1,433 | $255.3K | 0.02% | −182−11.3% | Reduced |
| Capital Investment Advisory Services, LLC | 1,433 | $255.3K | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 1,440 | $256.6K | 0.00% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,451 | $258.6K | 0.13% | +1,451 | New |
| Garde Capital, Inc. | 1,455 | $259.0K | 0.03% | −215−12.9% | Reduced |
| Merit Financial Group, LLC | 1,459 | $259.9K | 0.01% | +75+5.4% | Added |
| West Bancorporation Inc | 1,466 | $261.2K | 0.19% | −410−21.9% | Reduced |
| Guardian Wealth Advisors, LLC | 1,468 | $261.5K | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,473 | $262.0K | 0.01% | +63+4.5% | Added |
| Bristlecone Advisors, LLC | 1,478 | $263.4K | 0.03% | +141+10.5% | Added |
| Susquehanna International Group, LLP | 1,489 | $265.3K | 0.00% | −6,692−81.8% | Reduced |
| Argyle Capital Management Inc. | 1,500 | $267.3K | 0.09% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,503 | $267.8K | 0.06% | +129+9.4% | Added |
| Sargent Bickham Lagudis LLC | 1,505 | $268.2K | 0.02% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,508 | $268.7K | 0.12% | 00.0% | Unchanged |
| Jacobs & Co | 1,523 | $271.0K | 0.04% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,521 | $271.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,522 | $271.3K | 0.06% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,523 | $271.4K | 0.02% | 00.0% | Unchanged |