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 |
|---|---|---|---|---|---|
| Asset Management Group, Inc. | 41,742 | $6.18M | 1.28% | +242+0.6% | Added |
| Somerville Kurt F | 41,729 | $6.18M | 0.92% | −25−0.1% | Reduced |
| Tufton Capital Management | 41,670 | $6.17M | 1.01% | −132−0.3% | Reduced |
| Quadrature Capital Ltd | 41,676 | $6.17M | 0.24% | −35,307−45.9% | Reduced |
| Aptus Capital Advisors, LLC | 41,639 | $6.17M | 0.28% | +1,260+3.1% | Added |
| Wetherby Asset Management Inc | 41,611 | $6.17M | 0.38% | +2,804+7.2% | Added |
| Cypress Capital Group | 41,418 | $6.14M | 0.83% | −428−1.0% | Reduced |
| Baker Ellis Asset Management LLC | 41,414 | $6.14M | 1.20% | +1,434+3.6% | Added |
| Destination Wealth Management | 41,330 | $6.12M | 0.24% | +1,296+3.2% | Added |
| Hantz Financial Services, Inc. | 41,097 | $6.09M | 0.22% | +1,556+3.9% | Added |
| Wedbush Securities Inc | 41,088 | $6.09M | 0.29% | +382+0.9% | Added |
| Lountzis Asset Management, LLC | 41,085 | $6.09M | 3.71% | +325+0.8% | Added |
| Hills Bank & Trust Co | 41,057 | $6.08M | 0.92% | −268−0.6% | Reduced |
| Toroso Investments, LLC | 41,037 | $6.08M | 0.24% | +30,769+299.7% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $6.08M | 0.05% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 40,955 | $6.07M | 0.72% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 40,928 | $6.06M | 0.21% | +1,584+4.0% | Added |
| Allied Investment Advisors, LLC | 40,858 | $6.05M | 2.28% | +2,744+7.2% | Added |
| First Midwest Bank Trust Division | 40,628 | $6.02M | 0.81% | −2,970−6.8% | Reduced |
| HighPoint Advisor Group LLC | 40,567 | $6.01M | 0.61% | +3,173+8.5% | Added |
| Private Wealth Partners, LLC | 40,505 | $6.00M | 0.56% | −607−1.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 40,506 | $6.00M | 1.96% | +52+0.1% | Added |
| NTV Asset Management LLC | 40,488 | $6.00M | 1.06% | −100−0.2% | Reduced |
| Trust Co of Oklahoma | 40,483 | $6.00M | 2.03% | −1,099−2.6% | Reduced |
| Park Avenue Securities LLC | 40,452 | $5.99M | 0.13% | +1,593+4.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 40,448 | $5.99M | 0.58% | −12,174−23.1% | Reduced |
| GHP Investment Advisors, Inc. | 40,248 | $5.96M | 0.48% | +1,436+3.7% | Added |
| Andra AP-fonden | 39,900 | $5.91M | 0.12% | +5,700+16.7% | Added |
| Cubist Systematic Strategies, LLC | 39,871 | $5.91M | 0.07% | −4,467−10.1% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $5.90M | 0.77% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 39,704 | $5.88M | 0.48% | +9,740+32.5% | Added |
| Citizens National Bank Trust Department | 39,669 | $5.88M | 1.68% | −770−1.9% | Reduced |
| Van Strum & Towne Inc. | 39,660 | $5.88M | 2.81% | −700−1.7% | Reduced |
| Lavaca Capital LLC | 39,583 | $5.87M | 3.02% | −6,743−14.6% | Reduced |
| Cambridge Trust Co | 39,525 | $5.86M | 0.22% | −1,852−4.5% | Reduced |
| Altfest L J & Co Inc | 39,510 | $5.85M | 1.26% | +132+0.3% | Added |
| Pensionfund DSM Netherlands | 39,500 | $5.85M | 0.75% | −2,000−4.8% | Reduced |
| Albion Financial Group | 39,501 | $5.85M | 0.51% | +39,501 | New |
| Horizon Investments, LLC | 39,485 | $5.85M | 0.17% | +14,029+55.1% | Added |
| Ethic Inc. | 39,316 | $5.83M | 0.71% | +14,637+59.3% | Added |
| Oakwood Capital Management LLC | 39,195 | $5.81M | 1.50% | −589−1.5% | Reduced |
| Pictet Bank & Trust Ltd | 39,173 | $5.80M | 3.25% | −8,120−17.2% | Reduced |
| Icon Wealth Partners, LLC | 39,062 | $5.79M | 0.62% | +2,725+7.5% | Added |
| IBM Retirement Fund | 38,876 | $5.76M | 0.45% | −8,341−17.7% | Reduced |
| Whalerock Point Partners, LLC | 38,822 | $5.75M | 2.21% | +77+0.2% | Added |
| Buckingham Capital Management, Inc. | 38,561 | $5.71M | 0.92% | +900+2.4% | Added |
| First Trust Bank, Ltd. | 38,500 | $5.71M | 6.95% | +13,900+56.5% | Added |
| Avantax Planning Partners, Inc. | 38,337 | $5.68M | 0.27% | +4,393+12.9% | Added |
| Roberts Glore & Co Inc | 38,253 | $5.67M | 1.70% | −700−1.8% | Reduced |
| Seeyond | 38,176 | $5.66M | 0.53% | +15,792+70.6% | Added |
| Boston Research & Management Inc | 38,063 | $5.64M | 1.71% | +385+1.0% | Added |
| Roundview Capital LLC | 37,854 | $5.61M | 0.63% | +1,145+3.1% | Added |
| Stokes Family Office, LLC | 37,851 | $5.61M | 0.79% | +457+1.2% | Added |
| World Asset Management Inc | 37,801 | $5.60M | 0.51% | −925−2.4% | Reduced |
| Bogart Wealth, LLC | 37,715 | $5.59M | 0.61% | +5,332+16.5% | Added |
| Penobscot Investment Management Company, Inc. | 37,670 | $5.58M | 0.83% | −1,039−2.7% | Reduced |
| New England Asset Management Inc | 37,617 | $5.57M | 0.10% | +425+1.1% | Added |
| Kestra Private Wealth Services, LLC | 37,567 | $5.57M | 0.34% | +1,053+2.9% | Added |
| Bragg Financial Advisors, Inc | 37,515 | $5.56M | 0.36% | +3,165+9.2% | Added |
| Brewin Dolphin Wealth Management Ltd | 37,399 | $5.54M | 0.67% | +565+1.5% | Added |
| River Wealth Advisors LLC | 37,331 | $5.53M | 0.97% | +519+1.4% | Added |
| Te Ahumairangi Investment Management Ltd | 37,264 | $5.52M | 0.72% | −2,000−5.1% | Reduced |
| Caldwell Trust Co | 37,129 | $5.50M | 0.72% | −685−1.8% | Reduced |
| Harbour Investments, Inc. | 36,978 | $5.48M | 0.17% | +3,433+10.2% | Added |
| Schnieders Capital Management LLC | 36,923 | $5.47M | 1.49% | −105−0.3% | Reduced |
| Skba Capital Management LLC | 36,890 | $5.47M | 1.07% | −21,500−36.8% | Reduced |
| L & S Advisors Inc | 36,636 | $5.43M | 0.58% | +34,242+1,430.3% | Added |
| Keeler Thomas Management LLC | 36,573 | $5.42M | 2.65% | +1,210+3.4% | Added |
| Investment House LLC | 36,541 | $5.41M | 0.38% | +700+2.0% | Added |
| Costello Asset Management, INC | 36,439 | $5.40M | 3.54% | −596−1.6% | Reduced |
| Woodmont Investment Counsel LLC | 36,416 | $5.40M | 0.85% | −354−1.0% | Reduced |
| QV Investors Inc. | 36,375 | $5.39M | 0.33% | −590−1.6% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 36,379 | $5.39M | 1.34% | +152+0.4% | Added |
| Pavion Blue Capital, LLC | 36,360 | $5.39M | 3.30% | −511−1.4% | Reduced |
| United Capital Management of KS, Inc. | 36,300 | $5.38M | 2.20% | +3,263+9.9% | Added |
| Cinctive Capital Management LP | 36,241 | $5.37M | 0.29% | −10,644−22.7% | Reduced |
| Aristotle Capital Management, LLC | 36,007 | $5.33M | 0.01% | −600−1.6% | Reduced |
| Hall Laurie J Trustee | 35,988 | $5.33M | 2.01% | −50−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 35,960 | $5.33M | 0.57% | −2,068−5.4% | Reduced |
| SevenBridge Financial Group, LLC | 35,898 | $5.32M | 1.73% | +1,102+3.2% | Added |
| Claybrook Capital, LLC | 35,898 | $5.32M | 1.73% | +35,898 | New |
| American Portfolios Advisors | 35,895 | $5.32M | 0.21% | +3,554+11.0% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 35,863 | $5.31M | 1.72% | −690−1.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 35,820 | $5.31M | 0.49% | +664+1.9% | Added |
| Financial Architects, Inc | 35,696 | $5.29M | 0.76% | +411+1.2% | Added |
| Great Lakes Advisors, LLC | 35,670 | $5.29M | 0.08% | −1,199−3.3% | Reduced |
| Principal Street Partners, LLC | 35,660 | $5.28M | 1.39% | −52,379−59.5% | Reduced |
| Garland Capital Management Inc | 35,622 | $5.28M | 3.72% | −50−0.1% | Reduced |
| Hennessy Advisors Inc | 35,600 | $5.28M | 0.29% | 00.0% | Unchanged |
| Alta Capital Management LLC | 35,539 | $5.26M | 0.15% | +2,459+7.4% | Added |
| Goelzer Investment Management, Inc. | 35,469 | $5.25M | 0.44% | +100.0% | Added |
| Chicago Trust Co NA | 35,375 | $5.24M | 1.24% | +1,522+4.5% | Added |
| Arrow Financial Corp | 35,266 | $5.23M | 0.66% | −1,583−4.3% | Reduced |
| Mattern Capital Management, LLC | 35,187 | $5.21M | 1.03% | +1,951+5.9% | Added |
| Fulton Bank, N.A. | 35,166 | $5.21M | 0.24% | −328−0.9% | Reduced |
| Quinn Opportunity Partners LLC | 35,000 | $5.19M | 0.32% | −1,100−3.0% | Reduced |
| Ally Financial Inc. | 35,000 | $5.19M | 0.51% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $5.18M | 1.61% | 00.0% | Unchanged |
| Princeton Portfolio Strategies Group LLC | 34,936 | $5.18M | 1.00% | −1,512−4.1% | Reduced |
| Surevest, LLC | 34,884 | $5.17M | 1.35% | +598+1.7% | Added |