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, Q3 2021
Institutional positions in PepsiCo Inc as of Sep 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
- 2,741
- +22 vs. Q2 2021
- Shares held
- 996.1M
- +7.98M (+0.8%) vs. Q2 2021
- Total value
- $149.8B
- +$3.57B (+2.4%) vs. Q2 2021
- New holders
- 114
- 1,206 more added
- Sold out
- 92
- 1,058 more reduced
41 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alaethes Wealth LLC | 7,076 | $1.06M | 0.77% | +865+13.9% | Added |
| New England Research & Management, Inc. | 7,110 | $1.07M | 0.56% | 00.0% | Unchanged |
| Ergoteles LLC | 7,152 | $1.08M | 0.04% | +7,152 | New |
| Donoghue Forlines LLC | 7,165 | $1.08M | 0.21% | −832−10.4% | Reduced |
| Investment Partners, Ltd. | 7,177 | $1.08M | 0.49% | +428+6.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,177 | $1.08M | 0.28% | +134+1.9% | Added |
| Main Street Financial Solutions, LLC | 7,182 | $1.08M | 0.17% | +996+16.1% | Added |
| Quad-Cities Investment Group, LLC | 7,197 | $1.08M | 0.76% | −21−0.3% | Reduced |
| Perennial Investment Advisors, LLC | 7,216 | $1.09M | 0.38% | +182+2.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,229 | $1.09M | 0.06% | +634+9.6% | Added |
| Carmichael Hill & Associates, Inc. | 7,233 | $1.09M | 0.61% | −63−0.9% | Reduced |
| Insight Advisors, LLC | 6,624 | $1.09M | 0.32% | +117+1.8% | Added |
| Brooktree Capital Management | 7,265 | $1.09M | 0.70% | −5,119−41.3% | Reduced |
| Somerset Group LLC | 7,275 | $1.09M | 0.79% | 00.0% | Unchanged |
| MEMBERS Trust Co | 7,193 | $1.09M | 0.03% | +492+7.3% | Added |
| Roosevelt Investment Group LLC | 7,339 | $1.10M | 0.07% | +140+1.9% | Added |
| Elevated Capital Advisors, LLC | 7,369 | $1.11M | 0.38% | +7,369 | New |
| Pinebridge Investments, L.P. | 7,372 | $1.11M | 0.01% | −1,504−16.9% | Reduced |
| Cooper Financial Group | 7,374 | $1.11M | 0.23% | +318+4.5% | Added |
| Perigon Wealth Management, LLC | 7,376 | $1.11M | 0.10% | +424+6.1% | Added |
| Warren Averett Asset Management, LLC | 6,848 | $1.11M | 0.10% | +3,862+129.3% | Added |
| Roman Butler Fullerton & Co | 7,053 | $1.11M | 0.52% | −137−1.9% | Reduced |
| OmniStar Financial Group, Inc. | 7,415 | $1.11M | 1.32% | +7,415 | New |
| Old Mission Investment Co LLC | 7,431 | $1.12M | 0.45% | +16+0.2% | Added |
| USA Financial Portformulas Corp | 7,433 | $1.12M | 1.00% | +7,424+82,488.9% | Added |
| Phocas Financial Corp. | 7,441 | $1.12M | 0.14% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 7,446 | $1.12M | 0.51% | 00.0% | Unchanged |
| Engine No. 1 LLC | 7,447 | $1.12M | 0.29% | +3,032+68.7% | Added |
| Point72 Hong Kong Ltd | 7,471 | $1.12M | 0.09% | +7,471 | New |
| Pacitti Group Inc. | 7,483 | $1.13M | 0.70% | – | – |
| Strategic Blueprint, LLC | 7,488 | $1.13M | 0.18% | +1,795+31.5% | Added |
| AllGen Financial Advisors, Inc. | 7,513 | $1.13M | 0.92% | −8,284−52.4% | Reduced |
| Alphasimplex Group, LLC | 7,527 | $1.13M | 0.94% | −5,890−43.9% | Reduced |
| Lederer & Associates Investment Counsel | 7,533 | $1.13M | 0.73% | +1,652+28.1% | Added |
| Optimum Investment Advisors | 7,541 | $1.13M | 0.48% | −725−8.8% | Reduced |
| Nadler Financial Group, Inc. | 7,554 | $1.14M | 0.19% | +4+0.1% | Added |
| Centiva Capital, LP | 7,572 | $1.14M | 0.09% | +4,082+117.0% | Added |
| Signet Financial Management, LLC | 7,575 | $1.14M | 0.20% | +7,575 | New |
| Fort Pitt Capital Group, LLC | 7,607 | $1.14M | 0.05% | −5,043−39.9% | Reduced |
| RSM US Wealth Management LLC | 7,631 | $1.15M | 0.06% | −1,779−18.9% | Reduced |
| IVC Wealth Advisors LLC | 7,654 | $1.15M | 0.79% | +133+1.8% | Added |
| Doliver Advisors, LP | 7,661 | $1.15M | 0.39% | +816+11.9% | Added |
| Orrstown Financial Services Inc | 7,704 | $1.16M | 1.83% | −905−10.5% | Reduced |
| Old Port Advisors | 7,488 | $1.16M | 0.42% | −255−3.3% | Reduced |
| Madison Wealth Management | 7,743 | $1.17M | 0.25% | +71+0.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 7,755 | $1.17M | 0.12% | −60−0.8% | Reduced |
| Charles Schwab Trust Co | 7,749 | $1.17M | 0.23% | +166+2.2% | Added |
| Capital Investment Advisory Services, LLC | 7,765 | $1.17M | 0.15% | +787+11.3% | Added |
| Arden Trust Co | 7,831 | $1.18M | 0.20% | −1,141−12.7% | Reduced |
| Timber Creek Capital Management LLC | 7,837 | $1.18M | 0.37% | 00.0% | Unchanged |
| Markston International LLC | 7,843 | $1.18M | 1.10% | −5,356−40.6% | Reduced |
| Gratus Capital LLC | 7,933 | $1.19M | 0.13% | +203+2.6% | Added |
| Global Financial Private Client, LLC | 7,961 | $1.20M | 0.62% | +126+1.6% | Added |
| Ausdal Financial Partners, Inc. | 7,992 | $1.20M | 0.18% | +41+0.5% | Added |
| Edge Wealth Management LLC | 8,003 | $1.20M | 0.23% | 00.0% | Unchanged |
| StoneX Group Inc. | 8,015 | $1.21M | 0.17% | −767−8.7% | Reduced |
| Nicolet Bankshares Inc | 8,040 | $1.21M | 0.31% | +423+5.6% | Added |
| International Assets Investment Management, LLC | 31,896 | $1.22M | 0.22% | −126−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,084 | $1.22M | 0.18% | +185+2.3% | Added |
| Founders Financial Alliance, LLC | 8,083 | $1.22M | 0.57% | +362+4.7% | Added |
| Meitav Dash Investments Ltd | 8,182 | $1.22M | 0.02% | +1,225+17.6% | Added |
| Smith Anglin Financial, LLC | 8,116 | $1.22M | 0.24% | +148+1.9% | Added |
| Echo Street Capital Management LLC | 8,131 | $1.22M | 0.01% | +6,123+304.9% | Added |
| Atom Investors LP | 8,131 | $1.22M | 0.24% | +8,131 | New |
| Glassman Wealth Services | 8,141 | $1.22M | 0.26% | +104+1.3% | Added |
| Coastal Investment Advisors, Inc. | 8,145 | $1.23M | 0.29% | +139+1.7% | Added |
| Intrua Financial, LLC | 7,624 | $1.23M | 0.23% | +1,407+22.6% | Added |
| Sage Mountain Advisors LLC | 8,145 | $1.23M | 0.18% | +2,491+44.1% | Added |
| Quantitative Investment Management, LLC | 8,151 | $1.23M | 0.11% | +8,151 | New |
| Arcadia Investment Management Corp | 8,152 | $1.23M | 0.23% | 00.0% | Unchanged |
| Humankind Investments LLC | 8,164 | $1.23M | 0.56% | +2,176+36.3% | Added |
| Madden Securities Corp | 8,169 | $1.23M | 0.67% | −2,375−22.5% | Reduced |
| Visionary Wealth Advisors | 8,178 | $1.23M | 0.13% | −824−9.2% | Reduced |
| Mutual Advisors, LLC | 8,181 | $1.23M | 0.07% | +22+0.3% | Added |
| Ferris Capital, LLC | 7,566 | $1.23M | 0.26% | +7,566 | New |
| Sargent Investment Group, LLC | 8,197 | $1.23M | 0.30% | −270−3.2% | Reduced |
| DF Dent & Co Inc | 8,198 | $1.23M | 0.01% | 00.0% | Unchanged |
| Capital International Inc | 8,230 | $1.24M | 0.01% | −119−1.4% | Reduced |
| Washington Trust Bank | 8,241 | $1.24M | 0.14% | +1,527+22.7% | Added |
| Greytown Advisors Inc. | 8,279 | $1.25M | 0.55% | +1,050+14.5% | Added |
| Davidson Trust Co | 8,288 | $1.25M | 0.95% | −78−0.9% | Reduced |
| McNamara Financial Services, Inc. | 8,331 | $1.25M | 0.34% | +54+0.7% | Added |
| Archford Capital Strategies, LLC | 8,354 | $1.26M | 0.30% | +713+9.3% | Added |
| San Luis Wealth Advisors LLC | 8,355 | $1.26M | 0.70% | +8,355 | New |
| Nwam LLC | 8,369 | $1.26M | 0.11% | +41+0.5% | Added |
| Ziegler Capital Management, LLC | 8,389 | $1.26M | 0.05% | −690−7.6% | Reduced |
| CoreFirst Bank & Trust | 8,413 | $1.26M | 0.88% | −679−7.5% | Reduced |
| True North Advisors, LLC | 8,467 | $1.27M | 0.25% | +1,167+16.0% | Added |
| Great Diamond Partners, LLC | 8,482 | $1.27M | 0.35% | +17+0.2% | Added |
| Clean Yield Group | 8,507 | $1.28M | 0.45% | +608+7.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,516 | $1.28M | 0.07% | −16−0.2% | Reduced |
| Resource Management, LLC | 8,515 | $1.28M | 0.15% | +300+3.7% | Added |
| Vigilare Wealth Management | 8,516 | $1.28M | 0.79% | +751+9.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,524 | $1.28M | 0.20% | +61+0.7% | Added |
| Intellectus Partners, LLC | 8,538 | $1.28M | 0.31% | −42−0.5% | Reduced |
| Aberdeen Wealth Management LLC | 8,543 | $1.28M | 1.24% | −99−1.1% | Reduced |
| Aviance Capital Partners, LLC | 8,543 | $1.28M | 0.23% | −30.0% | Reduced |
| Hoylecohen, LLC | 8,551 | $1.29M | 0.12% | −91−1.1% | Reduced |
| Edge Capital Group, LLC | 8,548 | $1.29M | 0.10% | +103+1.2% | Added |
| Round Rock Advisors, LLC | 8,554 | $1.29M | 0.95% | −1,107−11.5% | Reduced |