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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 54,779 | $8.12M | 0.15% | +6,921+14.5% | Added |
| GFS Advisors, LLC | 54,693 | $8.10M | 1.82% | +803+1.5% | Added |
| Core Alternative Capital | 54,466 | $8.07M | 1.88% | +7,908+17.0% | Added |
| Headinvest, LLC | 54,429 | $8.06M | 1.53% | +58+0.1% | Added |
| M. Kraus & Co | 54,399 | $8.06M | 2.90% | −178−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 54,251 | $8.04M | 0.29% | +323+0.6% | Added |
| Peregrine Asset Advisers, Inc. | 53,670 | $7.95M | 3.62% | +8,481+18.8% | Added |
| Hutner Capital Management Inc | 53,637 | $7.95M | 5.09% | −2,877−5.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 53,598 | $7.94M | 4.26% | −549−1.0% | Reduced |
| Novare Capital Management LLC | 53,517 | $7.93M | 0.89% | +417+0.8% | Added |
| Beacon Pointe Advisors, LLC | 53,508 | $7.93M | 0.28% | +43,429+430.9% | Added |
| Webster Bank, N. A. | 53,253 | $7.89M | 0.86% | −398−0.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 52,839 | $7.83M | 0.32% | +808+1.6% | Added |
| Commerzbank Aktiengesellschaft | 52,476 | $7.78M | 0.50% | −287−0.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 52,274 | $7.75M | 0.46% | +7,750+17.4% | Added |
| Corient Capital Partners, LLC | 52,087 | $7.72M | 0.56% | +6,989+15.5% | Added |
| Advisory Services Network, LLC | 51,952 | $7.70M | 0.24% | +3,823+7.9% | Added |
| Hudson Valley Investment Advisors Inc | 51,633 | $7.65M | 1.33% | −6,196−10.7% | Reduced |
| GWM Advisors LLC | 51,401 | $7.62M | 0.20% | −4,854−8.6% | Reduced |
| First National Bank & Trust Co of Newtown | 51,346 | $7.61M | 1.57% | −1,283−2.4% | Reduced |
| Mengis Capital Management, Inc. | 51,306 | $7.60M | 1.58% | +226+0.4% | Added |
| Moreno Evelyn V | 51,285 | $7.60M | 1.78% | +180+0.4% | Added |
| Parsons Capital Management Inc | 51,089 | $7.57M | 0.58% | +308+0.6% | Added |
| Davy Global Fund Management Ltd | 51,078 | $7.57M | 1.16% | −707−1.4% | Reduced |
| Erste Asset Management GmbH | 51,468 | $7.57M | 0.15% | +7,741+17.7% | Added |
| Murphy Capital Management Inc | 50,789 | $7.53M | 0.86% | +843+1.7% | Added |
| Toth Financial Advisory Corp | 50,657 | $7.51M | 1.15% | +1,633+3.3% | Added |
| Taurus Asset Management, LLC | 50,535 | $7.49M | 0.78% | −1,475−2.8% | Reduced |
| Fulcrum Capital LLC | 50,328 | $7.46M | 1.87% | +3,681+7.9% | Added |
| Glenview State Bank Trust Dept. | 50,295 | $7.45M | 2.28% | −615−1.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 50,050 | $7.42M | 0.37% | +50,050 | New |
| Bislett Management, LLC | 50,000 | $7.41M | 3.64% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 49,971 | $7.40M | 0.63% | +382+0.8% | Added |
| Buckingham Strategic Wealth, LLC | 49,957 | $7.40M | 0.18% | +9,138+22.4% | Added |
| Private Capital Management LLC | 49,894 | $7.39M | 3.39% | −1,851−3.6% | Reduced |
| Howland Capital Management LLC | 49,863 | $7.39M | 0.38% | −1,596−3.1% | Reduced |
| Private Asset Management Inc | 49,842 | $7.38M | 0.98% | −1,500−2.9% | Reduced |
| Snowden Capital Advisors LLC | 49,565 | $7.34M | 0.37% | +1,300+2.7% | Added |
| Moneta Group Investment Advisors LLC | 49,315 | $7.31M | 0.34% | −2,887−5.5% | Reduced |
| KCM Investment Advisors LLC | 49,191 | $7.29M | 0.29% | +547+1.1% | Added |
| Essex Investment Management Co LLC | 49,106 | $7.28M | 0.85% | −16,904−25.6% | Reduced |
| Papp L Roy & Associates | 48,926 | $7.25M | 0.92% | +2,562+5.5% | Added |
| Old National Bancorp | 48,803 | $7.23M | 0.27% | −1,584−3.1% | Reduced |
| Grassi Investment Management | 48,000 | $7.11M | 0.77% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 47,840 | $7.09M | 1.20% | +147+0.3% | Added |
| Laurel Wealth Advisors, Inc. | 47,798 | $7.08M | 0.92% | +1,116+2.4% | Added |
| Wills Financial Group, Inc. | 47,662 | $7.06M | 3.06% | −221−0.5% | Reduced |
| Lowell Blake & Associates Inc. | 47,604 | $7.05M | 3.24% | +1,105+2.4% | Added |
| Addenda Capital Inc. | 47,372 | $7.02M | 0.33% | +1,943+4.3% | Added |
| Brookstone Capital Management | 45,733 | $7.00M | 0.13% | +7,260+18.9% | Added |
| Renaissance Investment Group LLC | 47,182 | $6.99M | 1.79% | +165+0.4% | Added |
| WoodTrust Financial Corp | 47,081 | $6.98M | 1.84% | +697+1.5% | Added |
| Palisade Capital Management LLC | 46,876 | $6.95M | 0.16% | +707+1.5% | Added |
| Homrich & Berg | 46,550 | $6.90M | 0.16% | +3,498+8.1% | Added |
| Ironwood Investment Counsel, LLC | 46,493 | $6.89M | 1.84% | +1,069+2.4% | Added |
| Marshall Wace North America L.P. | 46,288 | $6.86M | 0.03% | −199,003−81.1% | Reduced |
| Frontier Wealth Management LLC | 46,233 | $6.85M | 0.48% | −280−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 46,133 | $6.84M | 0.25% | +7,232+18.6% | Added |
| Osborne Partners Capital Management, LLC | 46,105 | $6.83M | 0.56% | +3,371+7.9% | Added |
| KMG Fiduciary Partners, LLC | 46,075 | $6.83M | 1.20% | +142+0.3% | Added |
| Sigma Planning Corp | 46,025 | $6.82M | 0.20% | −9,215−16.7% | Reduced |
| Executive Wealth Management, LLC | 45,985 | $6.81M | 0.75% | +3,122+7.3% | Added |
| Fma Advisory Inc | 45,584 | $6.75M | 2.51% | +599+1.3% | Added |
| Everence Capital Management Inc | 45,529 | $6.75M | 0.55% | 00.0% | Unchanged |
| Chicago Capital, LLC | 45,430 | $6.73M | 0.26% | +1,164+2.6% | Added |
| Petrus Trust Company, LTA | 45,248 | $6.70M | 0.71% | 00.0% | Unchanged |
| Opus Investment Management Inc | 45,000 | $6.67M | 1.00% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 44,917 | $6.66M | 0.16% | −4,618−9.3% | Reduced |
| Motco | 44,896 | $6.65M | 0.44% | +3,306+7.9% | Added |
| Iowa State Bank | 44,815 | $6.64M | 1.86% | +462+1.0% | Added |
| Prospera Financial Services Inc | 44,801 | $6.64M | 0.33% | +1,502+3.5% | Added |
| Private Trust Co NA | 44,756 | $6.63M | 1.00% | −1,644−3.5% | Reduced |
| Middleton & Co Inc | 44,694 | $6.62M | 0.72% | +602+1.4% | Added |
| Foyston, Gordon, & Payne Inc | 44,686 | $6.62M | 1.57% | −5,307−10.6% | Reduced |
| Valeo Financial Advisors, LLC | 71,956 | $6.61M | 0.41% | +1,132+1.6% | Added |
| Intrust Bank NA | 44,485 | $6.59M | 0.89% | −584−1.3% | Reduced |
| Socorro Asset Management LP | 44,391 | $6.58M | 2.14% | −10,039−18.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 44,269 | $6.56M | 2.03% | +360+0.8% | Added |
| Trustmark National Bank Trust Department | 44,256 | $6.56M | 0.52% | +290+0.7% | Added |
| Northwest Bancshares, Inc. | 44,172 | $6.54M | 1.48% | −107−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 44,097 | $6.53M | 0.47% | +5,239+13.5% | Added |
| Mayflower Financial Advisors, LLC | 44,054 | $6.53M | 0.91% | +34,979+385.4% | Added |
| Richard Bernstein Advisors LLC | 43,931 | $6.51M | 0.13% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 43,868 | $6.50M | 1.23% | +560+1.3% | Added |
| Chilton Investment Co LLC | 43,796 | $6.49M | 0.16% | −18,110−29.3% | Reduced |
| Regentatlantic Capital LLC | 43,723 | $6.48M | 0.20% | +8,151+22.9% | Added |
| Mandatum Life Insurance Co Ltd | 43,650 | $6.47M | 1.17% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 43,204 | $6.40M | 0.22% | +413+1.0% | Added |
| Cigna Investments Inc | 43,196 | $6.40M | 0.46% | −6,608−13.3% | Reduced |
| Pacific Global Investment Management CO | 42,763 | $6.34M | 1.26% | −154−0.4% | Reduced |
| Westfield Capital Management Co LP | 42,250 | $6.26M | 0.04% | +1,770+4.4% | Added |
| Lafayette Investments, Inc. | 42,216 | $6.25M | 1.70% | −167−0.4% | Reduced |
| Spire Wealth Management | 42,210 | $6.25M | 0.17% | −11,533−21.5% | Reduced |
| Hancock Whitney Corp | 42,149 | $6.25M | 0.20% | +3,392+8.8% | Added |
| BancorpSouth Bank | 42,107 | $6.24M | 0.91% | −60.0% | Reduced |
| West Coast Financial LLC | 42,098 | $6.24M | 1.02% | +558+1.3% | Added |
| Ar Asset Management Inc | 42,009 | $6.22M | 1.74% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 41,926 | $6.21M | 1.22% | −5,427−11.5% | Reduced |
| Spinnaker Trust | 41,879 | $6.21M | 0.43% | +719+1.7% | Added |
| Alpine Woods Capital Investors, LLC | 41,783 | $6.19M | 0.64% | −171−0.4% | Reduced |