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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 1,585 | $282.4K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,585 | $282.4K | 0.02% | −249−13.6% | Reduced |
| Parkside Financial Bank & Trust | 1,582 | $281.9K | 0.08% | +613+63.3% | Added |
| Greenfield Savings Bank | 1,565 | $278.9K | 0.18% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,564 | $278.7K | 0.04% | +1+0.1% | Added |
| Equitable Holdings, Inc. | 1,564 | $278.7K | 0.00% | +33+2.2% | Added |
| Personal Capital Advisors Corp | 1,561 | $278.2K | 0.00% | +108+7.4% | Added |
| Capital Group Private Client Services, Inc. | 1,556 | $277.3K | 0.00% | −10−0.6% | Reduced |
| Wealthsource Partners, LLC | 1,555 | $277.1K | 0.02% | −66−4.1% | Reduced |
| Norris Perne & French LLP | 1,555 | $277.1K | 0.03% | 00.0% | Unchanged |
| Jeereddi Investments, LP | 1,551 | $276.4K | 1.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,550 | $276.0K | 0.03% | +244+18.7% | Added |
| 3Chopt Investment Partners, LLC | 1,541 | $274.6K | 0.15% | +1,541 | New |
| Nwam LLC | 1,527 | $272.1K | 0.02% | +160+11.7% | Added |
| Reynders McVeigh Capital Management, LLC | 1,528 | $272.0K | 0.02% | 00.0% | Unchanged |
| Wade G W & Inc | 1,525 | $272.0K | 0.01% | +43+2.9% | Added |
| Tower Research Capital LLC (TRC) | 1,530 | $272.0K | 0.01% | +1,530 | New |
| Bleakley Financial Group, LLC | 1,524 | $271.6K | 0.01% | +1,524 | New |
| Hirtle Callaghan & Co LLC | 1,523 | $271.4K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 1,523 | $271.4K | 0.07% | +1,523 | New |
| Cary Street Partners Asset Management LLC | 1,522 | $271.3K | 0.06% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,521 | $271.0K | 0.03% | 00.0% | Unchanged |
| Jacobs & Co | 1,523 | $271.0K | 0.04% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 1,508 | $268.7K | 0.12% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,505 | $268.2K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,503 | $267.8K | 0.06% | +129+9.4% | Added |
| Argyle Capital Management Inc. | 1,500 | $267.3K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,489 | $265.3K | 0.00% | −6,692−81.8% | Reduced |
| Bristlecone Advisors, LLC | 1,478 | $263.4K | 0.03% | +141+10.5% | Added |
| Simplex Trading, LLC | 1,473 | $262.0K | 0.01% | +63+4.5% | Added |
| Guardian Wealth Advisors, LLC | 1,468 | $261.5K | 0.05% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,466 | $261.2K | 0.19% | −410−21.9% | Reduced |
| Merit Financial Group, LLC | 1,459 | $259.9K | 0.01% | +75+5.4% | Added |
| Garde Capital, Inc. | 1,455 | $259.0K | 0.03% | −215−12.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,451 | $258.6K | 0.13% | +1,451 | New |
| Banco Santander, S.A. | 1,440 | $256.6K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,433 | $255.3K | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,433 | $255.3K | 0.02% | −182−11.3% | Reduced |
| Hofer & Associates. Inc | 1,431 | $255.0K | 0.25% | +73+5.4% | Added |
| AdvisorShares Investments LLC | 1,430 | $254.8K | 0.07% | −138−8.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,425 | $253.9K | 0.04% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,414 | $252.0K | 0.08% | +1,414 | New |
| Green Harvest Asset Management LLC | 1,402 | $249.8K | 0.01% | +1,402 | New |
| Anchor Investment Management, LLC | 1,394 | $248.4K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 1,382 | $246.3K | 0.02% | −615−30.8% | Reduced |
| Sage Investment Advisers LLC | 1,380 | $245.9K | 0.35% | +151+12.3% | Added |
| SOL Capital Management CO | 1,380 | $245.9K | 0.04% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,365 | $243.3K | 0.11% | +1,365 | New |
| Gallacher Capital Management LLC | 1,355 | $241.4K | 0.15% | +1,355 | New |
| Tacita Capital Inc | 1,350 | $241.0K | 0.18% | −150−10.0% | Reduced |
| Chemistry Wealth Management LLC | 1,344 | $239.5K | 0.09% | +50+3.9% | Added |
| Arkadios Wealth Advisors | 1,343 | $239.3K | 0.03% | −67−4.8% | Reduced |
| Financial Engines Advisors L.L.C. | 1,342 | $239.1K | 0.00% | +31+2.4% | Added |
| Optas, LLC | 1,334 | $237.7K | 0.10% | −111−7.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 1,332 | $237.3K | 0.09% | −100−7.0% | Reduced |
| Centennial Wealth Advisory LLC | 1,323 | $235.7K | 0.13% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 1,321 | $235.4K | 0.04% | +1,321 | New |
| Leavell Investment Management, Inc. | 1,317 | $235.0K | 0.02% | −44−3.2% | Reduced |
| Dynamic Advisor Solutions LLC | 1,318 | $234.9K | 0.02% | −129−8.9% | Reduced |
| Texas Capital Bancshares Inc | 1,317 | $234.7K | 0.16% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 1,314 | $234.1K | 0.00% | +1+0.1% | Added |
| IHT Wealth Management, LLC | 1,306 | $232.7K | 0.01% | +12+0.9% | Added |
| Professional Advisory Services Inc | 1,300 | $232.0K | 0.04% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,304 | $232.0K | 0.03% | 00.0% | Unchanged |
| Parthenon LLC | 1,300 | $231.6K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,298 | $231.3K | 0.01% | +65+5.3% | Added |
| Burt Wealth Advisors | 1,296 | $230.9K | 0.08% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,291 | $230.1K | 0.08% | −7−0.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,285 | $229.0K | 0.01% | +41+3.3% | Added |
| Goelzer Investment Management, Inc. | 1,277 | $227.5K | 0.02% | −260−16.9% | Reduced |
| Principle Wealth Partners LLC | 1,273 | $226.8K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,267 | $225.9K | 0.02% | −62−4.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,262 | $224.9K | 0.01% | −125−9.0% | Reduced |
| LS Investment Advisors, LLC | 1,258 | $224.2K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 1,256 | $223.9K | 0.03% | +7+0.6% | Added |
| Flagship Harbor Advisors, LLC | 1,256 | $223.8K | 0.02% | −29−2.3% | Reduced |
| Charter Trust Co | 1,255 | $223.6K | 0.02% | −25−2.0% | Reduced |
| Heron Financial Group, LLC | 1,259 | $223.3K | 0.15% | −95−7.0% | Reduced |
| Webster Bank, N. A. | 1,251 | $223.0K | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,250 | $222.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,247 | $222.2K | 0.01% | +231+22.7% | Added |
| Buckingham Strategic Wealth, LLC | 1,247 | $222.1K | 0.00% | −526−29.7% | Reduced |
| Biltmore Family Office, LLC | 1,246 | $222.0K | 0.05% | −9−0.7% | Reduced |
| Hills Bank & Trust Co | 1,231 | $219.0K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,229 | $219.0K | 0.11% | 00.0% | Unchanged |
| MJP Associates Inc | 1,227 | $218.6K | 0.06% | +32+2.7% | Added |
| Baker Avenue Asset Management, LP | 1,221 | $217.6K | 0.01% | −360−22.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,220 | $217.3K | 0.03% | +15+1.2% | Added |
| Koshinski Asset Management, Inc. | 1,217 | $216.9K | 0.02% | +1,217 | New |
| Horan Securities, Inc. | 1,213 | $216.2K | 0.12% | −21−1.7% | Reduced |
| Knuff & Co LLC | 1,213 | $216.1K | 0.09% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,213 | $216.1K | 0.05% | +1,213 | New |
| Belpointe Asset Management LLC | 1,212 | $216.1K | 0.01% | −118−8.9% | Reduced |
| Hemenway Trust Co LLC | 1,209 | $215.4K | 0.02% | +9+0.8% | Added |
| Stiles Financial Services Inc | 1,201 | $214.1K | 0.12% | +1,201 | New |
| Two Sigma Investments, LP | 1,200 | $213.8K | 0.00% | −56,759−97.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $213.8K | 0.13% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 1,196 | $213.1K | 0.05% | +1,196 | New |
| MMBG Investment Advisors Co. | 1,194 | $213.0K | 0.03% | −228−16.0% | Reduced |
| Curi Capital | 1,190 | $212.1K | 0.03% | −22−1.8% | Reduced |