PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q2 2021
Institutional positions in PepsiCo Inc as of Jun 30, 2021. 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
- 2,760
- +73 vs. Q1 2021
- Shares held
- 991.2M
- +9.43M (+1.0%) vs. Q1 2021
- Total value
- $146.7B
- +$7.94B (+5.7%) vs. Q1 2021
- New holders
- 145
- 1,213 more added
- Sold out
- 72
- 1,069 more reduced
32 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP 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 | 3,421 | $146.5B |
| Q1 2026 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 299 | $44.0K | 0.00% | +299 | New |
| Ogorek Anthony Joseph | 292 | $43.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 276 | $41.0K | 0.02% | −133−32.5% | Reduced |
| Financial Avengers, Inc. | 277 | $41.0K | 0.03% | +2+0.7% | Added |
| AGF Investments LLC | 249 | $37.0K | 0.00% | +249 | New |
| Financial Insights, Inc. | 246 | $36.4K | 0.03% | +246 | New |
| Financial Enhancement Group LLC | 242 | $36.0K | 0.01% | −45−15.7% | Reduced |
| JCIC Asset Management Inc. | 195 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 230 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 230 | $34.0K | 0.01% | +230 | New |
| Interactive Financial Advisors | 225 | $33.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 200 | $30.0K | 0.01% | +200 | New |
| Personal Wealth Partners | 192 | $28.0K | 0.01% | +192 | New |
| McClarren Financial Advisors, Inc. | 184 | $27.0K | 0.02% | +1+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 152 | $23.0K | 0.01% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 145 | $21.0K | 0.01% | – | – |
| Lion Street Advisors, LLC | 138 | $20.4K | 0.74% | +138 | New |
| Bay Harbor Wealth Management, LLC | 125 | $19.0K | 0.01% | −193−60.7% | Reduced |
| RPG Investment Advisory, LLC | 125 | $19.0K | 0.00% | −35−21.9% | Reduced |
| Crewe Advisors LLC | 121 | $18.0K | 0.00% | −287−70.3% | Reduced |
| Barnett & Company, Inc. | 112 | $17.0K | 0.01% | +47+72.3% | Added |
| Beck Bode, LLC | 116 | $17.0K | 0.00% | +116 | New |
| Retirement Group, LLC | 105 | $16.0K | 0.01% | −39−27.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 107 | $16.0K | 0.01% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 98 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 100 | $15.0K | 0.01% | +100 | New |
| Solstein Capital, LLC | 95 | $14.0K | 0.02% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 91 | $13.5K | 0.01% | +91 | New |
| Bourgeon Capital Management LLC | 86 | $13.0K | 0.00% | −15−14.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 89 | $13.0K | 0.01% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 70 | $10.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Management Inc | 66 | $10.0K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 59 | $9.00K | 0.01% | +49+490.0% | Added |
| Mizuho Securities Co. Ltd. | 56 | $8.00K | 0.00% | +1+1.8% | Added |
| Laurel Wealth Planning LLC | 55 | $8.00K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 50 | $7.41K | 0.00% | +50 | New |
| Beutel, Goodman & Co Ltd. | 50 | $7.00K | 0.00% | −25−33.3% | Reduced |
| Cedar Wealth Management, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $7.00K | 0.00% | – | – |
| Permanens Capital L.P. | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Advanced Research Investment Solutions, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 249,926 | $1.69K | 0.07% | +248,243+14,750.0% | Added |
| Arcadia Investment Advisors LLC | 8 | $1.19K | 0.00% | +8 | New |
| USA Financial Portformulas Corp | 9 | $1.00K | 0.00% | −27−75.0% | Reduced |
| James Investment Research Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5 | $1.00K | 0.00% | +5 | New |
| Farmers National Bank | 22,434 | $0 | – | +1,405+6.7% | Added |
| Avondale Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,428 | – | – | −1,525−30.8% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,489,121−100.0% | Sold out |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −647,692−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −78,745−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −74,898−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −73,783−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −43,883−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −32,145−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −26,926−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −15,295−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,961−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −13,941−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,267−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,799−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −9,491−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,834−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −8,319−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −7,740−100.0% | Sold out |
| Ferris Capital, LLC | 0 | $0 | 0.00% | −7,603−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −6,726−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Beech Hill Advisors, Inc. | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −5,581−100.0% | Sold out |
| F3Logic, LLC | 0 | $0 | 0.00% | −5,224−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −4,841−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,656−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,629−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −4,249−100.0% | Sold out |
| Summitry LLC | 0 | $0 | 0.00% | −4,192−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −4,147−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,944−100.0% | Sold out |
| US Financial Advisors, LLC | 0 | $0 | 0.00% | −3,542−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Bluesphere Advisors, LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |