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 |
|---|---|---|---|---|---|
| Fragasso Group Inc. | 3,593 | $640.2K | 0.07% | −41−1.1% | Reduced |
| Profund Advisors LLC | 3,595 | $640.6K | 0.04% | +242+7.2% | Added |
| Checchi Capital Advisers, LLC | 3,616 | $644.3K | 0.07% | −732−16.8% | Reduced |
| Wimmer Associates 1, LLC | 3,618 | $644.7K | 0.43% | −15−0.4% | Reduced |
| Salvus Wealth Management, LLC | 3,637 | $648.1K | 0.59% | +26+0.7% | Added |
| Texas Yale Capital Corp. | 3,665 | $653.1K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,682 | $656.1K | 0.08% | −97−2.6% | Reduced |
| Intrust Bank NA | 3,687 | $657.0K | 0.09% | −133−3.5% | Reduced |
| Affiance Financial, LLC | 3,703 | $659.8K | 0.27% | −5−0.1% | Reduced |
| Stableford Capital II LLC | 3,720 | $663.7K | 0.36% | −46−1.2% | Reduced |
| Essex Financial Services, Inc. | 3,747 | $667.0K | 0.07% | +53+1.4% | Added |
| Mutual Advisors, LLC | 3,748 | $667.9K | 0.03% | −163−4.2% | Reduced |
| Highlander Capital Management, LLC | 3,750 | $668.0K | 0.35% | 00.0% | Unchanged |
| First National Trust Co | 3,750 | $668.2K | 0.04% | −9−0.2% | Reduced |
| Rehmann Capital Advisory Group | 3,768 | $671.4K | 0.07% | −716−16.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,778 | $673.0K | 0.27% | +1,120+42.1% | Added |
| Voya Investment Management LLC | 3,800 | $677.1K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 3,900 | $694.9K | 0.03% | +351+9.9% | Added |
| Quantinno Capital Management LP | 3,900 | $695.0K | 0.05% | +3,900 | New |
| D. E. Shaw & Co., Inc. | 3,934 | $701.0K | 0.00% | −6,315−61.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,941 | $702.3K | 0.03% | +2+0.1% | Added |
| Johnson Investment Counsel Inc | 3,993 | $711.5K | 0.01% | −573−12.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,000 | $712.8K | 0.24% | −350−8.0% | Reduced |
| Ieq Capital, LLC | 4,146 | $738.9K | 0.02% | +4,146 | New |
| Ancora Advisors, LLC | 4,147 | $739.0K | 0.02% | −208−4.8% | Reduced |
| Sequoia Financial Advisors, LLC | 4,149 | $739.3K | 0.02% | +752+22.1% | Added |
| Cetera Advisors LLC | 4,179 | $744.7K | 0.01% | +232+5.9% | Added |
| Financial Architects, Inc | 4,192 | $747.0K | 0.12% | +20.0% | Added |
| Cullinan Associates Inc | 4,191 | $747.0K | 0.04% | +1,091+35.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 4,200 | $748.0K | 0.34% | −115−2.7% | Reduced |
| Mitchell Sinkler & Starr | 4,220 | $752.0K | 0.24% | +476+12.7% | Added |
| Bradley Foster & Sargent Inc | 4,220 | $752.0K | 0.02% | +60+1.4% | Added |
| Evergreen Capital Management LLC | 4,242 | $755.9K | 0.04% | −680−13.8% | Reduced |
| Ellevest, Inc. | 4,248 | $757.0K | 0.06% | +793+23.0% | Added |
| Main Street Financial Solutions, LLC | 4,245 | $757.1K | 0.12% | +211+5.2% | Added |
| Grimes & Company, Inc. | 4,296 | $765.5K | 0.03% | −257−5.6% | Reduced |
| Coppell Advisory Solutions LLC | 4,297 | $765.7K | 0.27% | +4,297 | New |
| Coppell Advisory Solutions Corp. | 4,297 | $765.7K | 0.27% | +4,297 | New |
| Pacer Advisors, Inc. | 4,303 | $766.8K | 0.00% | +4,303 | New |
| Pekin Hardy Strauss, Inc. | 4,308 | $767.6K | 0.12% | 00.0% | Unchanged |
| Glenview Trust Co | 4,324 | $770.5K | 0.03% | −17−0.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,346 | $774.4K | 0.28% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,358 | $776.5K | 0.01% | −127−2.8% | Reduced |
| Regent Investment Management LLC | 4,400 | $784.0K | 0.21% | −16−0.4% | Reduced |
| Welch Group, LLC | 4,400 | $784.0K | 0.04% | −357−7.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,421 | $787.8K | 0.52% | +28+0.6% | Added |
| Cypress Capital Group | 4,425 | $788.5K | 0.12% | +100+2.3% | Added |
| Janus Henderson Group PLC | 4,442 | $791.2K | 0.00% | +4,442 | New |
| Advisor OS, LLC | 4,483 | $798.8K | 0.21% | +273+6.5% | Added |
| Balentine LLC | 4,484 | $799.0K | 0.03% | −1,639−26.8% | Reduced |
| Caldwell Trust Co | 4,487 | $799.5K | 0.11% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,507 | $803.1K | 0.09% | −539−10.7% | Reduced |
| Atria Wealth Solutions, Inc. | 4,525 | $806.3K | 0.01% | −217−4.6% | Reduced |
| Bessemer Group Inc | 4,525 | $807.0K | 0.00% | −1,089−19.4% | Reduced |
| King Luther Capital Management Corp | 4,548 | $810.4K | 0.00% | +586+14.8% | Added |
| Private Advisor Group, LLC | 15,484 | $811.3K | 0.04% | −867−5.3% | Reduced |
| Jacobi Capital Management LLC | 4,561 | $812.8K | 0.10% | +198+4.5% | Added |
| Wrapmanager Inc | 4,560 | $813.0K | 0.26% | −59−1.3% | Reduced |
| Agf Management Ltd | 4,606 | $820.7K | 0.01% | +4,606 | New |
| Allspring Global Investments Holdings, LLC | 4,632 | $825.4K | 0.00% | +504+12.2% | Added |
| Nordwand Advisors, LLC | 4,651 | $828.8K | 0.10% | +4,651 | New |
| Level Four Advisory Services, LLC | 4,713 | $839.8K | 0.06% | −656−12.2% | Reduced |
| CWS Financial Advisors, LLC | 5,189 | $852.0K | 0.37% | +600+13.1% | Added |
| Tiedemann Advisors, LLC | 4,785 | $852.6K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,797 | $854.7K | 0.21% | +9+0.2% | Added |
| Vise Technologies, Inc. | 4,812 | $857.5K | 0.27% | −436−8.3% | Reduced |
| Harbour Capital Advisors, LLC | 4,889 | $860.2K | 0.29% | −51−1.0% | Reduced |
| Fiera Capital Corp | 4,829 | $860.5K | 0.00% | +1,465+43.5% | Added |
| AE Wealth Management LLC | 4,892 | $871.6K | 0.01% | +97+2.0% | Added |
| Williams Jones Wealth Management, LLC. | 4,911 | $875.1K | 0.01% | +25+0.5% | Added |
| Harrison & Co Wealth Management, LLC | 4,923 | $877.2K | 0.85% | −77−1.5% | Reduced |
| TD Asset Management Inc | 4,927 | $877.9K | 0.00% | +28+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 4,944 | $881.0K | 0.09% | +139+2.9% | Added |
| Parsons Capital Management Inc | 4,950 | $882.0K | 0.07% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 4,950 | $882.0K | 0.71% | −10−0.2% | Reduced |
| Intelligent Financial Strategies | 4,960 | $883.7K | 0.74% | +505+11.3% | Added |
| Comerica Securities,inc. | 4,960 | $883.9K | 0.06% | −174−3.4% | Reduced |
| Columbia Asset Management | 4,964 | $885.0K | 0.22% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,970 | $885.6K | 0.20% | −214−4.1% | Reduced |
| Heritage Wealth Advisors | 4,979 | $887.2K | 0.05% | 00.0% | Unchanged |
| Canandaigua National Corp | 4,996 | $890.0K | 0.15% | −201−3.9% | Reduced |
| Veriti Management LLC | 5,009 | $892.6K | 0.12% | −941−15.8% | Reduced |
| Banco de Sabadell, S.A | 5,042 | $895.0K | 0.76% | +100+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,102 | $909.0K | 0.04% | −20.0% | Reduced |
| Sigma Planning Corp | 5,122 | $912.9K | 0.03% | +232+4.7% | Added |
| Wealth Alliance | 5,187 | $924.3K | 0.16% | +22+0.4% | Added |
| Occidental Asset Management, LLC | 5,202 | $926.9K | 0.25% | −75−1.4% | Reduced |
| Prudential Financial Inc | 5,236 | $933.0K | 0.00% | −912−14.8% | Reduced |
| Regions Financial Corp | 5,270 | $939.0K | 0.01% | −11−0.2% | Reduced |
| Benjamin Edwards Inc | 5,275 | $940.0K | 0.25% | +618+13.3% | Added |
| Oakwell Private Wealth Management, LLC | 5,304 | $945.1K | 0.45% | +134+2.6% | Added |
| Stillwater Investment Management, LLC | 5,332 | $950.2K | 0.27% | +65+1.2% | Added |
| McKinley Capital Management LLC /Delaware | 5,347 | $952.8K | 0.13% | −196−3.5% | Reduced |
| Marks Group Wealth Management, Inc | 5,357 | $954.6K | 0.13% | −386−6.7% | Reduced |
| Bangor Savings Bank | 5,415 | $965.0K | 0.12% | −1,680−23.7% | Reduced |
| Apollon Wealth Management, LLC | 5,442 | $969.7K | 0.07% | −128−2.3% | Reduced |
| Boston Private Wealth LLC | 5,513 | $982.5K | 0.01% | −1,616−22.7% | Reduced |
| Cresset Asset Management, LLC | 6,638 | $991.5K | 0.01% | +3,666+123.4% | Added |
| Monumental Financial Group Inc. | 5,567 | $992.0K | 0.80% | +5,567 | New |
| Moody Lynn & Lieberson, LLC | 5,580 | $994.0K | 0.09% | +253+4.7% | Added |