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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| Lee Capital Holdings LLC | 15,000 | $2.26M | 1.18% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.26M | 0.62% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 15,017 | $2.26M | 0.39% | +1,099+7.9% | Added |
| Claro Advisors LLC | 15,044 | $2.26M | 0.95% | +986+7.0% | Added |
| Advisors Capital Management, LLC | 15,076 | $2.27M | 0.07% | −262−1.7% | Reduced |
| Navellier & Associates Inc | 15,103 | $2.27M | 0.34% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 15,132 | $2.28M | 0.53% | +12,943+591.3% | Added |
| RFG Advisory, LLC | 15,183 | $2.28M | 0.19% | +1,327+9.6% | Added |
| Ameritas Investment Company, LLC | 15,240 | $2.29M | 0.11% | +11,075+265.9% | Added |
| Varma Mutual Pension Insurance Co | 15,257 | $2.29M | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 15,273 | $2.30M | 0.40% | +2,015+15.2% | Added |
| Members Capital Advisors Inc | 15,327 | $2.31M | 1.25% | +1,933+14.4% | Added |
| Autus Asset Management, LLC | 15,342 | $2.31M | 0.25% | −3,326−17.8% | Reduced |
| Jacobi Capital Management LLC | 15,350 | $2.31M | 0.29% | +491+3.3% | Added |
| Mitchell Sinkler & Starr | 15,360 | $2.31M | 2.09% | −705−4.4% | Reduced |
| VeraBank, N.A. | 15,399 | $2.32M | 1.31% | −90−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,441 | $2.32M | 0.19% | +66+0.4% | Added |
| Kinloch Capital, LLC | 15,456 | $2.33M | 1.64% | +1,162+8.1% | Added |
| Investment Advisory Services Inc | 15,461 | $2.33M | 1.42% | −199−1.3% | Reduced |
| Truehand, Inc | 15,470 | $2.33M | 1.38% | 00.0% | Unchanged |
| Outfitter Financial LLC | 15,545 | $2.34M | 1.84% | −50.0% | Reduced |
| BerganKDV Wealth Management, LLC | 15,604 | $2.35M | 0.27% | +10.0% | Added |
| First Business Financial Services, Inc. | 15,604 | $2.35M | 0.27% | +5,159+49.4% | Added |
| Wisconsin Capital Management LLC | 15,685 | $2.36M | 0.97% | −300−1.9% | Reduced |
| Fieldpoint Private Securities, LLC | 15,735 | $2.37M | 0.52% | +202+1.3% | Added |
| Focus Financial Network, Inc. | 15,775 | $2.37M | 0.32% | +744+4.9% | Added |
| Regal Investment Advisors LLC | 15,779 | $2.37M | 0.23% | +1,486+10.4% | Added |
| Legacy Capital Partners, Inc. | 15,823 | $2.38M | 0.86% | −700−4.2% | Reduced |
| First United Bank Trust | 15,847 | $2.38M | 0.97% | −77−0.5% | Reduced |
| Barings LLC | 15,857 | $2.38M | 0.05% | −1,327−7.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,903 | $2.39M | 0.15% | +11,803+287.9% | Added |
| Family Legacy, Inc. | 15,336 | $2.39M | 1.08% | −27−0.2% | Reduced |
| Aries Wealth Management | 15,970 | $2.40M | 1.02% | −57−0.4% | Reduced |
| Valmark Advisers, Inc. | 16,011 | $2.41M | 0.04% | −111−0.7% | Reduced |
| Optimal Asset Management, Inc. | 16,021 | $2.41M | 0.30% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 16,078 | $2.42M | 0.33% | +3,915+32.2% | Added |
| Liberty Capital Management, Inc. | 16,084 | $2.42M | 0.71% | −330−2.0% | Reduced |
| E Fund Management Co., Ltd. | 16,122 | $2.42M | 0.10% | +16,122 | New |
| Northstar Asset Management LLC | 16,187 | $2.44M | 0.64% | −325−2.0% | Reduced |
| Miracle Mile Advisors, LLC | 16,198 | $2.44M | 0.12% | +43+0.3% | Added |
| TFG Advisers LLC | 16,201 | $2.44M | 1.18% | +32+0.2% | Added |
| Orion Portfolio Solutions, LLC | 16,267 | $2.45M | 0.09% | +1,676+11.5% | Added |
| Inlet Private Wealth, LLC | 16,306 | $2.45M | 0.66% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 16,333 | $2.46M | 0.07% | +1,082+7.1% | Added |
| First Foundation Advisors | 16,400 | $2.47M | 0.09% | +2,405+17.2% | Added |
| Keystone Financial Group | 16,464 | $2.48M | 0.45% | +38+0.2% | Added |
| Allworth Financial LP | 16,550 | $2.49M | 0.04% | +2,698+19.5% | Added |
| Ami Investment Management Inc | 16,580 | $2.49M | 1.07% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 16,612 | $2.50M | 0.20% | +7,225+77.0% | Added |
| Capula Management Ltd | 16,647 | $2.50M | 0.19% | −421−2.5% | Reduced |
| Capital Asset Advisory Services LLC | 16,674 | $2.51M | 0.28% | −669−3.9% | Reduced |
| Verdence Capital Advisors LLC | 16,713 | $2.51M | 0.33% | −752−4.3% | Reduced |
| Hengehold Capital Management LLC | 16,752 | $2.52M | 0.33% | +335+2.0% | Added |
| Delta Financial Advisors LLC | 16,764 | $2.52M | 1.12% | −65−0.4% | Reduced |
| Eads & Heald Wealth Management | 16,825 | $2.53M | 1.22% | +251+1.5% | Added |
| First Hawaiian Bank | 16,841 | $2.53M | 0.10% | −1,009−5.7% | Reduced |
| TBH Global Asset Management, LLC | 16,894 | $2.54M | 0.59% | +16,894 | New |
| Marino, Stram & Associates LLC | 16,926 | $2.55M | 0.88% | −1,597−8.6% | Reduced |
| Amussen Hunsaker Associates LLC | 16,919 | $2.55M | 0.70% | +899+5.6% | Added |
| Citadel Investment Advisory, Inc. | 17,103 | $2.57M | 1.59% | −25−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 17,118 | $2.58M | 0.04% | −25−0.1% | Reduced |
| Patton Albertson Miller Group, LLC | 17,125 | $2.58M | 0.49% | +9,812+134.2% | Added |
| Moseley Investment Management Inc | 17,233 | $2.60M | 1.30% | +310+1.8% | Added |
| ARS Investment Partners, LLC | 17,302 | $2.60M | 0.26% | −161−0.9% | Reduced |
| S.E.E.D. Planning Group LLC | 17,308 | $2.60M | 1.23% | −905−5.0% | Reduced |
| Studio Investment Management LLC | 17,313 | $2.60M | 1.12% | +17,313 | New |
| Wealth Alliance | 17,354 | $2.61M | 0.59% | −184−1.0% | Reduced |
| Meridian Wealth Management, LLC | 17,358 | $2.61M | 0.32% | +426+2.5% | Added |
| Empirical Finance, LLC | 17,418 | $2.62M | 0.39% | +994+6.1% | Added |
| Lincoln Capital LLC | 17,470 | $2.63M | 0.71% | +3,171+22.2% | Added |
| Cornerstone Wealth Management, LLC | 17,469 | $2.63M | 0.28% | +9,117+109.2% | Added |
| Trustco Bank Corp N Y | 17,509 | $2.63M | 2.45% | −21−0.1% | Reduced |
| Smithbridge Asset Management Inc | 17,569 | $2.64M | 0.88% | +720+4.3% | Added |
| Modera Wealth Management, LLC | 17,594 | $2.65M | 0.14% | +301+1.7% | Added |
| Ballentine Partners, LLC | 17,624 | $2.65M | 0.09% | −251−1.4% | Reduced |
| Brighton Jones LLC | 17,652 | $2.65M | 0.14% | +705+4.2% | Added |
| Sowell Financial Services LLC | 17,650 | $2.65M | 0.18% | +1,793+11.3% | Added |
| Brookmont Capital Management | 17,655 | $2.66M | 1.57% | +245+1.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,708 | $2.66M | 1.34% | −2,413−12.0% | Reduced |
| Stonnington Group, LLC | 17,068 | $2.66M | 0.60% | +111+0.7% | Added |
| First Mercantile Trust Co | 17,710 | $2.66M | 0.35% | −516−2.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 17,709 | $2.66M | 0.89% | +10+0.1% | Added |
| Armstrong Henry H Associates Inc | 17,738 | $2.67M | 0.31% | −315−1.7% | Reduced |
| Excalibur Management Corp | 17,771 | $2.67M | 1.17% | −83−0.5% | Reduced |
| Stillwater Investment Management, LLC | 17,771 | $2.67M | 0.71% | −83−0.5% | Reduced |
| Strategic Wealth Advisors Group, LLC | 17,834 | $2.68M | 0.13% | +295+1.7% | Added |
| Integrated Advisors Network LLC | 17,852 | $2.69M | 0.18% | +3,107+21.1% | Added |
| Biltmore Family Office, LLC | 17,868 | $2.69M | 0.65% | +549+3.2% | Added |
| ICW Investment Advisors LLC | 17,886 | $2.69M | 1.74% | +68+0.4% | Added |
| Mission Wealth Management, LP | 17,976 | $2.70M | 0.14% | −3,012−14.4% | Reduced |
| Gs Investments, Inc. | 17,991 | $2.71M | 1.42% | +17,991 | New |
| Wimmer Associates 1, LLC | 18,014 | $2.71M | 1.61% | −347−1.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 18,098 | $2.72M | 0.68% | −425−2.3% | Reduced |
| Harbour Investment Management LLC | 18,108 | $2.72M | 1.38% | −25−0.1% | Reduced |
| Valley National Advisers Inc | 18,217 | $2.74M | 0.50% | −193−1.0% | Reduced |
| Cascadia Advisory Services, LLC | 18,268 | $2.75M | 0.56% | +798+4.6% | Added |
| CFO4Life Group, LLC | 18,312 | $2.75M | 0.64% | +480+2.7% | Added |
| Benedict Financial Advisors Inc | 18,339 | $2.76M | 0.77% | +122+0.7% | Added |
| Alta Capital Management LLC | 18,372 | $2.76M | 0.16% | −17,167−48.3% | Reduced |
| Bruderman Asset Management, LLC | 18,385 | $2.77M | 0.69% | +577+3.2% | Added |