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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 5,991 | $1.07M | 0.00% | −7,617−56.0% | Reduced |
| BCGM Wealth Management, LLC | 5,991 | $1.07M | 0.52% | −36−0.6% | Reduced |
| Baxter Bros Inc | 5,950 | $1.06M | 0.17% | −875−12.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,899 | $1.05M | 0.69% | +20+0.3% | Added |
| Winning Points Advisors, LLC | 5,857 | $1.04M | 1.33% | −50−0.8% | Reduced |
| Moreno Evelyn V | 5,853 | $1.04M | 0.24% | +250+4.5% | Added |
| Veritable, L.P. | 5,848 | $1.04M | 0.02% | +2,435+71.3% | Added |
| Bokf, NA | 5,825 | $1.04M | 0.02% | −318−5.2% | Reduced |
| Atlas Private Wealth Management | 5,816 | $1.04M | 0.48% | +619+11.9% | Added |
| Notis-McConarty Edward | 5,800 | $1.03M | 0.43% | −300−4.9% | Reduced |
| Umb Bank N A | 5,791 | $1.03M | 0.02% | −205−3.4% | Reduced |
| Keystone Financial Group | 5,710 | $1.02M | 0.20% | +10.0% | Added |
| First Foundation Advisors | 5,670 | $1.01M | 0.05% | −1,066−15.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,657 | $1.01M | 0.02% | −42−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 5,609 | $1.01M | 0.00% | +1,469+35.5% | Added |
| Horizon Investments, LLC | 5,645 | $1.01M | 0.03% | −1,257−18.2% | Reduced |
| Segall Bryant & Hamill, LLC | 5,636 | $1.00M | 0.01% | −205−3.5% | Reduced |
| Stonegate Investment Group, LLC | 5,628 | $1.00M | 0.04% | −942−14.3% | Reduced |
| Pictet North America Advisors SA | 5,622 | $1.00M | 0.17% | −30−0.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,580 | $994.0K | 0.09% | +253+4.7% | Added |
| Monumental Financial Group Inc. | 5,567 | $992.0K | 0.80% | +5,567 | New |
| Cresset Asset Management, LLC | 6,638 | $991.5K | 0.01% | +3,666+123.4% | Added |
| Boston Private Wealth LLC | 5,513 | $982.5K | 0.01% | −1,616−22.7% | Reduced |
| Apollon Wealth Management, LLC | 5,442 | $969.7K | 0.07% | −128−2.3% | Reduced |
| Bangor Savings Bank | 5,415 | $965.0K | 0.12% | −1,680−23.7% | Reduced |
| Marks Group Wealth Management, Inc | 5,357 | $954.6K | 0.13% | −386−6.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 5,347 | $952.8K | 0.13% | −196−3.5% | Reduced |
| Stillwater Investment Management, LLC | 5,332 | $950.2K | 0.27% | +65+1.2% | Added |
| Oakwell Private Wealth Management, LLC | 5,304 | $945.1K | 0.45% | +134+2.6% | Added |
| Benjamin Edwards Inc | 5,275 | $940.0K | 0.25% | +618+13.3% | Added |
| Regions Financial Corp | 5,270 | $939.0K | 0.01% | −11−0.2% | Reduced |
| Prudential Financial Inc | 5,236 | $933.0K | 0.00% | −912−14.8% | Reduced |
| Occidental Asset Management, LLC | 5,202 | $926.9K | 0.25% | −75−1.4% | Reduced |
| Wealth Alliance | 5,187 | $924.3K | 0.16% | +22+0.4% | Added |
| Sigma Planning Corp | 5,122 | $912.9K | 0.03% | +232+4.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,102 | $909.0K | 0.04% | −20.0% | Reduced |
| Banco de Sabadell, S.A | 5,042 | $895.0K | 0.76% | +100+2.0% | Added |
| Veriti Management LLC | 5,009 | $892.6K | 0.12% | −941−15.8% | Reduced |
| Canandaigua National Corp | 4,996 | $890.0K | 0.15% | −201−3.9% | Reduced |
| Heritage Wealth Advisors | 4,979 | $887.2K | 0.05% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,970 | $885.6K | 0.20% | −214−4.1% | Reduced |
| Columbia Asset Management | 4,964 | $885.0K | 0.22% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,960 | $883.9K | 0.06% | −174−3.4% | Reduced |
| Intelligent Financial Strategies | 4,960 | $883.7K | 0.74% | +505+11.3% | Added |
| Sandy Cove Advisors, LLC | 4,950 | $882.0K | 0.71% | −10−0.2% | Reduced |
| Parsons Capital Management Inc | 4,950 | $882.0K | 0.07% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,944 | $881.0K | 0.09% | +139+2.9% | Added |
| TD Asset Management Inc | 4,927 | $877.9K | 0.00% | +28+0.6% | Added |
| Harrison & Co Wealth Management, LLC | 4,923 | $877.2K | 0.85% | −77−1.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,911 | $875.1K | 0.01% | +25+0.5% | Added |
| AE Wealth Management LLC | 4,892 | $871.6K | 0.01% | +97+2.0% | Added |
| Fiera Capital Corp | 4,829 | $860.5K | 0.00% | +1,465+43.5% | Added |
| Harbour Capital Advisors, LLC | 4,889 | $860.2K | 0.29% | −51−1.0% | Reduced |
| Vise Technologies, Inc. | 4,812 | $857.5K | 0.27% | −436−8.3% | Reduced |
| Coastal Investment Advisors, Inc. | 4,797 | $854.7K | 0.21% | +9+0.2% | Added |
| Tiedemann Advisors, LLC | 4,785 | $852.6K | 0.04% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 5,189 | $852.0K | 0.37% | +600+13.1% | Added |
| Level Four Advisory Services, LLC | 4,713 | $839.8K | 0.06% | −656−12.2% | Reduced |
| Nordwand Advisors, LLC | 4,651 | $828.8K | 0.10% | +4,651 | New |
| Allspring Global Investments Holdings, LLC | 4,632 | $825.4K | 0.00% | +504+12.2% | Added |
| Agf Management Ltd | 4,606 | $820.7K | 0.01% | +4,606 | New |
| Wrapmanager Inc | 4,560 | $813.0K | 0.26% | −59−1.3% | Reduced |
| Jacobi Capital Management LLC | 4,561 | $812.8K | 0.10% | +198+4.5% | Added |
| Private Advisor Group, LLC | 15,484 | $811.3K | 0.04% | −867−5.3% | Reduced |
| King Luther Capital Management Corp | 4,548 | $810.4K | 0.00% | +586+14.8% | Added |
| Bessemer Group Inc | 4,525 | $807.0K | 0.00% | −1,089−19.4% | Reduced |
| Atria Wealth Solutions, Inc. | 4,525 | $806.3K | 0.01% | −217−4.6% | Reduced |
| Quadrant Capital Group LLC | 4,507 | $803.1K | 0.09% | −539−10.7% | Reduced |
| Caldwell Trust Co | 4,487 | $799.5K | 0.11% | 00.0% | Unchanged |
| Balentine LLC | 4,484 | $799.0K | 0.03% | −1,639−26.8% | Reduced |
| Advisor OS, LLC | 4,483 | $798.8K | 0.21% | +273+6.5% | Added |
| Janus Henderson Group PLC | 4,442 | $791.2K | 0.00% | +4,442 | New |
| Cypress Capital Group | 4,425 | $788.5K | 0.12% | +100+2.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,421 | $787.8K | 0.52% | +28+0.6% | Added |
| Welch Group, LLC | 4,400 | $784.0K | 0.04% | −357−7.5% | Reduced |
| Regent Investment Management LLC | 4,400 | $784.0K | 0.21% | −16−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,358 | $776.5K | 0.01% | −127−2.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 4,346 | $774.4K | 0.28% | 00.0% | Unchanged |
| Glenview Trust Co | 4,324 | $770.5K | 0.03% | −17−0.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,308 | $767.6K | 0.12% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,303 | $766.8K | 0.00% | +4,303 | New |
| 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 |
| Grimes & Company, Inc. | 4,296 | $765.5K | 0.03% | −257−5.6% | Reduced |
| Main Street Financial Solutions, LLC | 4,245 | $757.1K | 0.12% | +211+5.2% | Added |
| Ellevest, Inc. | 4,248 | $757.0K | 0.06% | +793+23.0% | Added |
| Evergreen Capital Management LLC | 4,242 | $755.9K | 0.04% | −680−13.8% | Reduced |
| Bradley Foster & Sargent Inc | 4,220 | $752.0K | 0.02% | +60+1.4% | Added |
| Mitchell Sinkler & Starr | 4,220 | $752.0K | 0.24% | +476+12.7% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 4,200 | $748.0K | 0.34% | −115−2.7% | Reduced |
| Cullinan Associates Inc | 4,191 | $747.0K | 0.04% | +1,091+35.2% | Added |
| Financial Architects, Inc | 4,192 | $747.0K | 0.12% | +20.0% | Added |
| Cetera Advisors LLC | 4,179 | $744.7K | 0.01% | +232+5.9% | Added |
| Sequoia Financial Advisors, LLC | 4,149 | $739.3K | 0.02% | +752+22.1% | Added |
| Ancora Advisors, LLC | 4,147 | $739.0K | 0.02% | −208−4.8% | Reduced |
| Ieq Capital, LLC | 4,146 | $738.9K | 0.02% | +4,146 | New |
| Lawson Kroeker Investment Management Inc | 4,000 | $712.8K | 0.24% | −350−8.0% | Reduced |
| Johnson Investment Counsel Inc | 3,993 | $711.5K | 0.01% | −573−12.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,941 | $702.3K | 0.03% | +2+0.1% | Added |
| D. E. Shaw & Co., Inc. | 3,934 | $701.0K | 0.00% | −6,315−61.6% | Reduced |