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 |
|---|---|---|---|---|---|
| TFG Advisers LLC | 2,092 | $372.8K | 0.19% | +18+0.9% | Added |
| Fusion Capital, LLC | 2,098 | $373.8K | 0.22% | +26+1.3% | Added |
| Grove Bank & Trust | 2,106 | $375.0K | 0.08% | +546+35.0% | Added |
| Schrum Private Wealth Management LLC | 2,121 | $377.9K | 0.45% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,121 | $377.9K | 0.25% | +2,121 | New |
| Advocate Group LLC | 2,126 | $378.8K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 2,140 | $381.0K | 0.06% | −71−3.2% | Reduced |
| Gladstone Institutional Advisory LLC | 2,151 | $383.2K | 0.03% | −200−8.5% | Reduced |
| NTV Asset Management LLC | 2,175 | $387.6K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,185 | $389.4K | 0.01% | −115−5.0% | Reduced |
| Shelton Capital Management | 2,190 | $390.2K | 0.04% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 2,200 | $392.0K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,219 | $395.4K | 0.05% | +63+2.9% | Added |
| Western Wealth Management, LLC | 2,219 | $395.5K | 0.04% | −1,458−39.7% | Reduced |
| Aries Wealth Management | 2,234 | $398.1K | 0.17% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 2,236 | $399.0K | 0.01% | +112+5.3% | Added |
| J.W. Cole Advisors, Inc. | 2,285 | $407.2K | 0.03% | +329+16.8% | Added |
| Brandywine Oak Private Wealth LLC | 2,287 | $407.5K | 0.05% | −404−15.0% | Reduced |
| Becker Capital Management Inc | 2,297 | $409.3K | 0.02% | −1,486−39.3% | Reduced |
| Bulltick Wealth Management, LLC | 2,307 | $411.1K | 0.12% | +272+13.4% | Added |
| RSM US Wealth Management LLC | 2,318 | $413.0K | 0.02% | +400+20.9% | Added |
| Laraway Financial Inc | 2,332 | $415.5K | 0.43% | +2+0.1% | Added |
| Financial Advocates Investment Management | 2,366 | $421.6K | 0.03% | +900+61.4% | Added |
| Principal Street Partners, LLC | 2,371 | $422.4K | 0.11% | −124−5.0% | Reduced |
| First National Corp | 2,386 | $425.2K | 0.11% | +330+16.1% | Added |
| Alliancebernstein L.P. | 2,389 | $425.7K | 0.00% | +99+4.3% | Added |
| Silvercrest Asset Management Group LLC | 2,396 | $426.9K | 0.00% | +3+0.1% | Added |
| Roman Butler Fullerton & Co | 2,288 | $429.5K | 0.22% | −110−4.6% | Reduced |
| Quad-Cities Investment Group, LLC | 2,423 | $431.7K | 0.32% | +685+39.4% | Added |
| Prime Capital Investment Advisors, LLC | 2,425 | $432.1K | 0.02% | +264+12.2% | Added |
| Nicholas Hoffman & Company, LLC. | 2,441 | $434.9K | 0.05% | +301+14.1% | Added |
| Forum Financial Management, LP | 2,466 | $439.4K | 0.01% | −99−3.9% | Reduced |
| Bryn Mawr Trust Co | 2,505 | $447.0K | 0.02% | 00.0% | Unchanged |
| Janney Capital Management LLC | 2,512 | $448.0K | 0.03% | +2,512 | New |
| Meixler Investment Management, Ltd. | 2,529 | $450.6K | 0.45% | +40+1.6% | Added |
| Inlet Private Wealth, LLC | 2,537 | $452.1K | 0.12% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 2,555 | $455.3K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,685 | $456.0K | 0.01% | +1,123+71.9% | Added |
| Schechter Investment Advisors, LLC | 2,575 | $458.8K | 0.04% | +288+12.6% | Added |
| Howland Capital Management LLC | 2,578 | $459.4K | 0.03% | −180−6.5% | Reduced |
| Beaumont Financial Advisors, LLC | 2,590 | $461.6K | 0.05% | +2,590 | New |
| Dorchester Wealth Management Co | 2,640 | $470.4K | 0.11% | −25−0.9% | Reduced |
| Wedbush Securities Inc | 2,661 | $474.0K | 0.03% | −967−26.7% | Reduced |
| Ballentine Partners, LLC | 2,677 | $477.0K | 0.01% | +428+19.0% | Added |
| Essex Savings Bank | 2,683 | $478.1K | 0.17% | −194−6.7% | Reduced |
| Formidable Asset Management, LLC | 2,687 | $479.0K | 0.11% | +2,687 | New |
| Avalon Investment & Advisory | 2,700 | $481.0K | 0.01% | −100−3.6% | Reduced |
| Fort Washington Investment Advisors Inc | 2,700 | $481.0K | 0.00% | +250+10.2% | Added |
| KCS Wealth Advisory | 2,716 | $484.0K | 0.20% | −771−22.1% | Reduced |
| O'Brien Greene & Co. Inc | 2,724 | $486.0K | 0.18% | −5,235−65.8% | Reduced |
| Flputnam Investment Management Co | 2,763 | $492.4K | 0.02% | +144+5.5% | Added |
| Mission Wealth Management, LP | 2,774 | $494.3K | 0.02% | −19−0.7% | Reduced |
| Valmark Advisers, Inc. | 2,778 | $495.0K | 0.01% | +85+3.2% | Added |
| Henry James International Management, Inc. | 2,785 | $496.3K | 0.24% | +2+0.1% | Added |
| Regal Investment Advisors LLC | 2,791 | $497.4K | 0.05% | +45+1.6% | Added |
| Fca Corp | 2,800 | $498.9K | 0.20% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 2,840 | $499.0K | 0.00% | −2,469−46.5% | Reduced |
| Old National Bancorp | 2,806 | $500.0K | 0.02% | −40−1.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,750 | $503.8K | 0.51% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,855 | $508.7K | 0.07% | −72−2.5% | Reduced |
| Dearborn Partners LLC | 2,879 | $513.0K | 0.02% | +386+15.5% | Added |
| OmniStar Financial Group, Inc. | 2,911 | $518.7K | 0.59% | −430−12.9% | Reduced |
| CWM, LLC | 2,946 | $525.0K | 0.00% | +254+9.4% | Added |
| Americana Partners, LLC | 2,948 | $525.3K | 0.09% | −1,663−36.1% | Reduced |
| Founders Financial Alliance, LLC | 2,949 | $525.4K | 0.24% | +170+6.1% | Added |
| Strategic Global Advisors, LLC | 2,957 | $526.9K | 0.08% | −23−0.8% | Reduced |
| McDonald Partners LLC | 2,988 | $532.4K | 0.18% | −24−0.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $534.6K | 0.04% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,015 | $537.2K | 0.39% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 3,025 | $539.0K | 0.02% | +64+2.2% | Added |
| ProVise Management Group, LLC | 3,046 | $542.9K | 0.05% | −524−14.7% | Reduced |
| DFPG Investments, LLC | 3,001 | $546.4K | 0.09% | +3,001 | New |
| Murphy Pohlad Asset Management LLC | 3,117 | $555.4K | 0.23% | +210+7.2% | Added |
| Greenleaf Trust | 3,131 | $558.0K | 0.01% | −265−7.8% | Reduced |
| Integrated Advisors Network LLC | 3,139 | $559.3K | 0.04% | +12+0.4% | Added |
| Northeast Financial Consultants Inc | 3,157 | $562.5K | 0.04% | +611+24.0% | Added |
| Parallel Advisors, LLC | 3,170 | $565.0K | 0.02% | −644−16.9% | Reduced |
| Lido Advisors, LLC | 3,195 | $569.4K | 0.01% | +215+7.2% | Added |
| Bard Financial Services, Inc. | 3,200 | $570.0K | 0.05% | −225−6.6% | Reduced |
| Iams Wealth Management, LLC | 3,204 | $571.1K | 0.58% | +3,204 | New |
| Scissortail Wealth Management, LLC | 3,350 | $573.0K | 0.33% | +3,350 | New |
| Atlas Capital Advisors LLC | 3,230 | $575.6K | 0.10% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 3,234 | $576.2K | 0.69% | +594+22.5% | Added |
| Verdence Capital Advisors LLC | 3,266 | $581.9K | 0.07% | +557+20.6% | Added |
| Qtron Investments LLC | 3,302 | $588.4K | 0.12% | −2,727−45.2% | Reduced |
| Cohen Investment Advisors LLC | 3,325 | $592.5K | 0.49% | +108+3.4% | Added |
| Clarius Group, LLC | 3,329 | $593.0K | 0.05% | +444+15.4% | Added |
| 9258 Wealth Management, LLC | 3,346 | $596.2K | 0.13% | −668−16.6% | Reduced |
| Cable Hill Partners, LLC | 3,346 | $596.2K | 0.11% | +194+6.2% | Added |
| CAPROCK Group, Inc. | 3,378 | $601.9K | 0.06% | −529−13.5% | Reduced |
| Fiduciary Group LLC | 3,380 | $602.3K | 0.08% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,399 | $605.7K | 0.10% | +3,399 | New |
| Crawford Investment Counsel Inc | 3,400 | $605.8K | 0.01% | −225−6.2% | Reduced |
| Nuveen Asset Management, LLC | 3,424 | $610.0K | 0.00% | +472+16.0% | Added |
| First Nebraska Trust Co | 3,466 | $617.6K | 0.08% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,478 | $619.7K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,482 | $620.4K | 0.29% | +33+1.0% | Added |
| Summitry LLC | 3,490 | $621.9K | 0.05% | 00.0% | Unchanged |
| Nuance Investments, LLC | 3,500 | $623.7K | 0.01% | −1,918−35.4% | Reduced |
| MQS Management LLC | 3,534 | $629.7K | 0.43% | +2,069+141.2% | Added |