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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 3,900 | $695.0K | 0.05% | +3,900 | New |
| Ergoteles LLC | 3,900 | $694.9K | 0.03% | +351+9.9% | Added |
| Voya Investment Management LLC | 3,800 | $677.1K | 0.00% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 3,778 | $673.0K | 0.27% | +1,120+42.1% | Added |
| Rehmann Capital Advisory Group | 3,768 | $671.4K | 0.07% | −716−16.0% | Reduced |
| First National Trust Co | 3,750 | $668.2K | 0.04% | −9−0.2% | Reduced |
| Highlander Capital Management, LLC | 3,750 | $668.0K | 0.35% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,748 | $667.9K | 0.03% | −163−4.2% | Reduced |
| Essex Financial Services, Inc. | 3,747 | $667.0K | 0.07% | +53+1.4% | Added |
| Stableford Capital II LLC | 3,720 | $663.7K | 0.36% | −46−1.2% | Reduced |
| Affiance Financial, LLC | 3,703 | $659.8K | 0.27% | −5−0.1% | Reduced |
| Intrust Bank NA | 3,687 | $657.0K | 0.09% | −133−3.5% | Reduced |
| Icon Wealth Advisors, LLC | 3,682 | $656.1K | 0.08% | −97−2.6% | Reduced |
| Texas Yale Capital Corp. | 3,665 | $653.1K | 0.04% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 3,637 | $648.1K | 0.59% | +26+0.7% | Added |
| Wimmer Associates 1, LLC | 3,618 | $644.7K | 0.43% | −15−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,616 | $644.3K | 0.07% | −732−16.8% | Reduced |
| Profund Advisors LLC | 3,595 | $640.6K | 0.04% | +242+7.2% | Added |
| Fragasso Group Inc. | 3,593 | $640.2K | 0.07% | −41−1.1% | Reduced |
| MQS Management LLC | 3,534 | $629.7K | 0.43% | +2,069+141.2% | Added |
| Nuance Investments, LLC | 3,500 | $623.7K | 0.01% | −1,918−35.4% | Reduced |
| Summitry LLC | 3,490 | $621.9K | 0.05% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,482 | $620.4K | 0.29% | +33+1.0% | Added |
| Deutsche Bank AG | 3,478 | $619.7K | 0.00% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,466 | $617.6K | 0.08% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 3,424 | $610.0K | 0.00% | +472+16.0% | Added |
| Crawford Investment Counsel Inc | 3,400 | $605.8K | 0.01% | −225−6.2% | Reduced |
| FORA Capital, LLC | 3,399 | $605.7K | 0.10% | +3,399 | New |
| Fiduciary Group LLC | 3,380 | $602.3K | 0.08% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,378 | $601.9K | 0.06% | −529−13.5% | Reduced |
| Cable Hill Partners, LLC | 3,346 | $596.2K | 0.11% | +194+6.2% | Added |
| 9258 Wealth Management, LLC | 3,346 | $596.2K | 0.13% | −668−16.6% | Reduced |
| Clarius Group, LLC | 3,329 | $593.0K | 0.05% | +444+15.4% | Added |
| Cohen Investment Advisors LLC | 3,325 | $592.5K | 0.49% | +108+3.4% | Added |
| Qtron Investments LLC | 3,302 | $588.4K | 0.12% | −2,727−45.2% | Reduced |
| Verdence Capital Advisors LLC | 3,266 | $581.9K | 0.07% | +557+20.6% | Added |
| Pitti Group Wealth Management, LLC | 3,234 | $576.2K | 0.69% | +594+22.5% | Added |
| Atlas Capital Advisors LLC | 3,230 | $575.6K | 0.10% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,350 | $573.0K | 0.33% | +3,350 | New |
| Iams Wealth Management, LLC | 3,204 | $571.1K | 0.58% | +3,204 | New |
| Bard Financial Services, Inc. | 3,200 | $570.0K | 0.05% | −225−6.6% | Reduced |
| Lido Advisors, LLC | 3,195 | $569.4K | 0.01% | +215+7.2% | Added |
| Parallel Advisors, LLC | 3,170 | $565.0K | 0.02% | −644−16.9% | Reduced |
| Northeast Financial Consultants Inc | 3,157 | $562.5K | 0.04% | +611+24.0% | Added |
| Integrated Advisors Network LLC | 3,139 | $559.3K | 0.04% | +12+0.4% | Added |
| Greenleaf Trust | 3,131 | $558.0K | 0.01% | −265−7.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,117 | $555.4K | 0.23% | +210+7.2% | Added |
| DFPG Investments, LLC | 3,001 | $546.4K | 0.09% | +3,001 | New |
| ProVise Management Group, LLC | 3,046 | $542.9K | 0.05% | −524−14.7% | Reduced |
| InterOcean Capital Group, LLC | 3,025 | $539.0K | 0.02% | +64+2.2% | Added |
| Alhambra Investment Partners LLC | 3,015 | $537.2K | 0.39% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 3,000 | $534.6K | 0.04% | 00.0% | Unchanged |
| McDonald Partners LLC | 2,988 | $532.4K | 0.18% | −24−0.8% | Reduced |
| Strategic Global Advisors, LLC | 2,957 | $526.9K | 0.08% | −23−0.8% | Reduced |
| Founders Financial Alliance, LLC | 2,949 | $525.4K | 0.24% | +170+6.1% | Added |
| Americana Partners, LLC | 2,948 | $525.3K | 0.09% | −1,663−36.1% | Reduced |
| CWM, LLC | 2,946 | $525.0K | 0.00% | +254+9.4% | Added |
| OmniStar Financial Group, Inc. | 2,911 | $518.7K | 0.59% | −430−12.9% | Reduced |
| Dearborn Partners LLC | 2,879 | $513.0K | 0.02% | +386+15.5% | Added |
| SeaCrest Wealth Management, LLC | 2,855 | $508.7K | 0.07% | −72−2.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,750 | $503.8K | 0.51% | 00.0% | Unchanged |
| Old National Bancorp | 2,806 | $500.0K | 0.02% | −40−1.4% | Reduced |
| Eagle Asset Management Inc | 2,840 | $499.0K | 0.00% | −2,469−46.5% | Reduced |
| Fca Corp | 2,800 | $498.9K | 0.20% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,791 | $497.4K | 0.05% | +45+1.6% | Added |
| Henry James International Management, Inc. | 2,785 | $496.3K | 0.24% | +2+0.1% | Added |
| Valmark Advisers, Inc. | 2,778 | $495.0K | 0.01% | +85+3.2% | Added |
| Mission Wealth Management, LP | 2,774 | $494.3K | 0.02% | −19−0.7% | Reduced |
| Flputnam Investment Management Co | 2,763 | $492.4K | 0.02% | +144+5.5% | Added |
| O'Brien Greene & Co. Inc | 2,724 | $486.0K | 0.18% | −5,235−65.8% | Reduced |
| KCS Wealth Advisory | 2,716 | $484.0K | 0.20% | −771−22.1% | Reduced |
| 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 |
| Formidable Asset Management, LLC | 2,687 | $479.0K | 0.11% | +2,687 | New |
| Essex Savings Bank | 2,683 | $478.1K | 0.17% | −194−6.7% | Reduced |
| Ballentine Partners, LLC | 2,677 | $477.0K | 0.01% | +428+19.0% | Added |
| Wedbush Securities Inc | 2,661 | $474.0K | 0.03% | −967−26.7% | Reduced |
| Dorchester Wealth Management Co | 2,640 | $470.4K | 0.11% | −25−0.9% | Reduced |
| Beaumont Financial Advisors, LLC | 2,590 | $461.6K | 0.05% | +2,590 | New |
| Howland Capital Management LLC | 2,578 | $459.4K | 0.03% | −180−6.5% | Reduced |
| Schechter Investment Advisors, LLC | 2,575 | $458.8K | 0.04% | +288+12.6% | Added |
| Ronald Blue Trust, Inc. | 2,685 | $456.0K | 0.01% | +1,123+71.9% | Added |
| Zuckerman Investment Group, LLC | 2,555 | $455.3K | 0.07% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,537 | $452.1K | 0.12% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,529 | $450.6K | 0.45% | +40+1.6% | Added |
| Janney Capital Management LLC | 2,512 | $448.0K | 0.03% | +2,512 | New |
| Bryn Mawr Trust Co | 2,505 | $447.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,466 | $439.4K | 0.01% | −99−3.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,441 | $434.9K | 0.05% | +301+14.1% | Added |
| Prime Capital Investment Advisors, LLC | 2,425 | $432.1K | 0.02% | +264+12.2% | Added |
| Quad-Cities Investment Group, LLC | 2,423 | $431.7K | 0.32% | +685+39.4% | Added |
| Roman Butler Fullerton & Co | 2,288 | $429.5K | 0.22% | −110−4.6% | Reduced |
| Silvercrest Asset Management Group LLC | 2,396 | $426.9K | 0.00% | +3+0.1% | Added |
| Alliancebernstein L.P. | 2,389 | $425.7K | 0.00% | +99+4.3% | Added |
| First National Corp | 2,386 | $425.2K | 0.11% | +330+16.1% | Added |
| Principal Street Partners, LLC | 2,371 | $422.4K | 0.11% | −124−5.0% | Reduced |
| Financial Advocates Investment Management | 2,366 | $421.6K | 0.03% | +900+61.4% | Added |
| Laraway Financial Inc | 2,332 | $415.5K | 0.43% | +2+0.1% | Added |
| RSM US Wealth Management LLC | 2,318 | $413.0K | 0.02% | +400+20.9% | Added |
| Bulltick Wealth Management, LLC | 2,307 | $411.1K | 0.12% | +272+13.4% | Added |