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 |
|---|---|---|---|---|---|
| Pictet North America Advisors SA | 5,622 | $1.00M | 0.17% | −30−0.5% | Reduced |
| Stonegate Investment Group, LLC | 5,628 | $1.00M | 0.04% | −942−14.3% | Reduced |
| Segall Bryant & Hamill, LLC | 5,636 | $1.00M | 0.01% | −205−3.5% | Reduced |
| Horizon Investments, LLC | 5,645 | $1.01M | 0.03% | −1,257−18.2% | Reduced |
| Asset Management One Co.,Ltd. | 5,609 | $1.01M | 0.00% | +1,469+35.5% | Added |
| Cullen/Frost Bankers, Inc. | 5,657 | $1.01M | 0.02% | −42−0.7% | Reduced |
| First Foundation Advisors | 5,670 | $1.01M | 0.05% | −1,066−15.8% | Reduced |
| Keystone Financial Group | 5,710 | $1.02M | 0.20% | +10.0% | Added |
| Umb Bank N A | 5,791 | $1.03M | 0.02% | −205−3.4% | Reduced |
| Notis-McConarty Edward | 5,800 | $1.03M | 0.43% | −300−4.9% | Reduced |
| Atlas Private Wealth Management | 5,816 | $1.04M | 0.48% | +619+11.9% | Added |
| Bokf, NA | 5,825 | $1.04M | 0.02% | −318−5.2% | Reduced |
| Veritable, L.P. | 5,848 | $1.04M | 0.02% | +2,435+71.3% | Added |
| Moreno Evelyn V | 5,853 | $1.04M | 0.24% | +250+4.5% | Added |
| Winning Points Advisors, LLC | 5,857 | $1.04M | 1.33% | −50−0.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,899 | $1.05M | 0.69% | +20+0.3% | Added |
| Baxter Bros Inc | 5,950 | $1.06M | 0.17% | −875−12.8% | Reduced |
| BCGM Wealth Management, LLC | 5,991 | $1.07M | 0.52% | −36−0.6% | Reduced |
| Russell Investments Group, Ltd. | 5,991 | $1.07M | 0.00% | −7,617−56.0% | Reduced |
| Twelve Points Wealth Management LLC | 5,999 | $1.07M | 0.73% | −79−1.3% | Reduced |
| Hartford Financial Management Inc. | 6,000 | $1.07M | 0.28% | 00.0% | Unchanged |
| True North Advisors, LLC | 6,014 | $1.07M | 0.37% | +6,014 | New |
| Signaturefd, LLC | 6,072 | $1.08M | 0.03% | −1,103−15.4% | Reduced |
| Rossmore Private Capital | 6,098 | $1.09M | 0.17% | −190−3.0% | Reduced |
| Compass Wealth Management LLC | 6,120 | $1.09M | 0.36% | +6,120 | New |
| Stratos Wealth Partners, LTD. | 6,125 | $1.09M | 0.03% | −618−9.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,353 | $1.09M | 0.48% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 6,166 | $1.10M | 0.83% | −23−0.4% | Reduced |
| Quantbot Technologies LP | 6,193 | $1.10M | 0.08% | +6,193 | New |
| Ritholtz Wealth Management | 6,205 | $1.11M | 0.06% | +583+10.4% | Added |
| Tiaa, FSB | 6,221 | $1.11M | 0.00% | −520−7.7% | Reduced |
| Shorepoint Capital Partners LLC | 6,224 | $1.11M | 0.31% | +6,224 | New |
| FRG Family Wealth Advisors LLC | 6,235 | $1.11M | 0.26% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,301 | $1.12M | 0.14% | +962+18.0% | Added |
| CoreCap Advisors, LLC | 6,373 | $1.14M | 0.08% | +542+9.3% | Added |
| Joel Isaacson & Co., LLC | 6,434 | $1.15M | 0.09% | +11+0.2% | Added |
| Park Avenue Securities LLC | 6,478 | $1.15M | 0.02% | −2,100−24.5% | Reduced |
| Summit Financial, LLC | 6,481 | $1.15M | 0.11% | +158+2.5% | Added |
| Venture Visionary Partners LLC | 6,514 | $1.16M | 0.08% | +67+1.0% | Added |
| First Horizon Advisors, Inc. | 6,611 | $1.18M | 0.04% | −219−3.2% | Reduced |
| Sterling Investment Management, Inc. | 6,638 | $1.18M | 0.95% | −437−6.2% | Reduced |
| Capital Insight Partners, LLC | 6,648 | $1.18M | 0.31% | +68+1.0% | Added |
| Roundview Capital LLC | 6,745 | $1.20M | 0.14% | +75+1.1% | Added |
| Avantax Advisory Services, Inc. | 6,764 | $1.21M | 0.02% | −197−2.8% | Reduced |
| Banque Pictet & Cie SA | 6,778 | $1.21M | 0.01% | +1,220+22.0% | Added |
| Kathleen S. Wright Associates Inc. | 6,800 | $1.21M | 0.82% | +185+2.8% | Added |
| Naviter Wealth, LLC | 6,611 | $1.22M | 0.33% | +526+8.6% | Added |
| SYSTM Wealth Solutions LLC | 6,983 | $1.24M | 0.15% | +6,983 | New |
| D.B. Root & Company, LLC | 6,993 | $1.25M | 0.53% | +386+5.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 7,023 | $1.25M | 0.01% | −25−0.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 7,053 | $1.26M | 0.05% | +7,053 | New |
| Accretive Wealth Partners, LLC | 7,060 | $1.26M | 0.86% | +164+2.4% | Added |
| Proficio Capital Partners LLC | 7,111 | $1.27M | 0.24% | −39−0.5% | Reduced |
| Lindbrook Capital, LLC | 7,115 | $1.27M | 0.16% | +879+14.1% | Added |
| M Holdings Securities, Inc. | 7,132 | $1.27M | 0.13% | −27−0.4% | Reduced |
| Squarepoint Ops LLC | 7,212 | $1.29M | 0.01% | +7,212 | New |
| GWM Advisors LLC | 12,183 | $1.29M | 0.03% | +847+7.5% | Added |
| Modera Wealth Management, LLC | 7,293 | $1.30M | 0.05% | +7,293 | New |
| Cary Street Partner Investment Advisory LLC | 7,359 | $1.31M | 0.10% | −235−3.1% | Reduced |
| Transcend Wealth Collective, LLC | 7,431 | $1.32M | 0.14% | −525−6.6% | Reduced |
| SS&H Financial Advisors, Inc. | 7,450 | $1.33M | 0.63% | −100−1.3% | Reduced |
| LVW Advisors, LLC | 7,468 | $1.33M | 0.28% | −314−4.0% | Reduced |
| HBK Sorce Advisory LLC | 7,514 | $1.34M | 0.04% | +3,603+92.1% | Added |
| Weatherly Asset Management L. P. | 7,537 | $1.34M | 0.18% | −200−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,569 | $1.35M | 0.13% | −136−1.8% | Reduced |
| Ingalls & Snyder LLC | 7,578 | $1.35M | 0.07% | −50−0.7% | Reduced |
| Ervin Investment Management, LLC | 7,588 | $1.35M | 1.23% | −23−0.3% | Reduced |
| HB Wealth Management, LLC | 7,590 | $1.35M | 0.02% | +339+4.7% | Added |
| Thoroughbred Financial Services, LLC | 7,626 | $1.36M | 0.22% | +9+0.1% | Added |
| Arden Trust Co | 7,706 | $1.37M | 0.28% | +527+7.3% | Added |
| Wambolt & Associates, LLC | 7,708 | $1.37M | 0.53% | +242+3.2% | Added |
| DRW Securities, LLC | 7,710 | $1.37M | 0.28% | +7,710 | New |
| Wunderlich Capital Managemnt | 7,755 | $1.38M | 0.77% | +381+5.2% | Added |
| Candriam Luxembourg S.C.A. | 7,866 | $1.40M | 0.01% | −384−4.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,993 | $1.42M | 0.14% | +7,993 | New |
| Valeo Financial Advisors, LLC | 33,981 | $1.43M | 0.08% | +996+3.0% | Added |
| Atlantic Union Bankshares Corp | 8,069 | $1.44M | 0.15% | −522−6.1% | Reduced |
| Stephens Inc | 8,114 | $1.45M | 0.03% | −478−5.6% | Reduced |
| Advisor Partners II, LLC | 8,122 | $1.45M | 0.09% | +1,365+20.2% | Added |
| Alaethes Wealth LLC | 8,169 | $1.46M | 1.00% | +8,169 | New |
| Peapack Gladstone Financial Corp | 8,185 | $1.46M | 0.03% | −53−0.6% | Reduced |
| Pathstone Family Office, LLC | 9,509 | $1.47M | 0.03% | +2,008+26.8% | Added |
| Cubist Systematic Strategies, LLC | 8,275 | $1.47M | 0.01% | −10,974−57.0% | Reduced |
| Guggenheim Capital LLC | 8,299 | $1.48M | 0.01% | +996+13.6% | Added |
| Bull Street Advisors, LLC | 8,315 | $1.48M | 0.77% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,327 | $1.48M | 0.02% | +40+0.5% | Added |
| Addison Capital Co | 8,329 | $1.48M | 0.95% | +20.0% | Added |
| JustInvest LLC | 8,387 | $1.49M | 0.06% | −994−10.6% | Reduced |
| Euro Pacific Asset Management, LLC | 8,545 | $1.53M | 0.35% | −342−3.8% | Reduced |
| Aquatic Capital Management LLC | 8,600 | $1.53M | 0.11% | +8,600 | New |
| Old Port Advisors | 8,618 | $1.54M | 0.58% | +1,391+19.2% | Added |
| Resources Investment Advisors, LLC. | 8,854 | $1.58M | 0.05% | +3,743+73.2% | Added |
| Capstone Triton Financial Group, LLC | 8,979 | $1.60M | 1.28% | −233−2.5% | Reduced |
| Lantz Financial LLC | 9,033 | $1.61M | 0.73% | +72+0.8% | Added |
| Griffin Asset Management, Inc. | 9,069 | $1.62M | 0.24% | −10−0.1% | Reduced |
| Colonial Trust Co | 9,078 | $1.62M | 0.44% | −18−0.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 9,092 | $1.62M | 0.16% | +164+1.8% | Added |
| Toronto Dominion Bank | 9,095 | $1.62M | 0.00% | 00.0% | Unchanged |
| Phraction Management LLC | 9,182 | $1.64M | 1.07% | −320−3.4% | Reduced |
| Wealthspire Advisors, LLC | 9,199 | $1.64M | 0.03% | +760+9.0% | Added |