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 |
|---|---|---|---|---|---|
| Beacon Harbor Wealth Advisors, Inc. | 31,323 | $4.71M | 1.67% | +1,135+3.8% | Added |
| Charter Research & Investment Group, Inc. | 31,370 | $4.72M | 3.91% | +56+0.2% | Added |
| Kidder Stephen W | 31,377 | $4.72M | 1.48% | −150−0.5% | Reduced |
| Bollard Group LLC | 31,371 | $4.72M | 0.15% | +116+0.4% | Added |
| Pekin Hardy Strauss, Inc. | 31,552 | $4.75M | 0.68% | −105−0.3% | Reduced |
| Reliant Investment Management, LLC | 31,646 | $4.76M | 2.37% | −1,828−5.5% | Reduced |
| WMS Partners, LLC | 31,688 | $4.77M | 0.70% | −894−2.7% | Reduced |
| Mid Atlantic Financial Management Inc | 31,694 | $4.77M | 0.32% | +1,230+4.0% | Added |
| Nixon Peabody Trust Co | 31,738 | $4.77M | 1.72% | +3,598+12.8% | Added |
| Concentric Wealth Management, LLC | 31,867 | $4.79M | 1.47% | +139+0.4% | Added |
| Beach Investment Counsel Inc | 31,904 | $4.80M | 0.45% | −1,301−3.9% | Reduced |
| GYL Financial Synergies, LLC | 32,130 | $4.83M | 2.47% | −118−0.4% | Reduced |
| Mendel Money Management | 32,252 | $4.85M | 3.04% | +1,557+5.1% | Added |
| Raab & Moskowitz Asset Management LLC | 32,364 | $4.87M | 1.76% | −296−0.9% | Reduced |
| Ropes Wealth Advisors LLC | 32,391 | $4.87M | 0.78% | −2,418−6.9% | Reduced |
| Venture Visionary Partners LLC | 32,356 | $4.88M | 0.35% | +3,019+10.3% | Added |
| Assetmark, Inc | 32,483 | $4.89M | 0.02% | +24,114+288.1% | Added |
| Great Valley Advisor Group, Inc. | 32,497 | $4.89M | 0.34% | +62+0.2% | Added |
| Stokes Capital Advisors, LLC | 32,539 | $4.89M | 1.58% | +60+0.2% | Added |
| First Personal Financial Services | 32,567 | $4.90M | 1.22% | −200−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 32,584 | $4.90M | 0.25% | +603+1.9% | Added |
| ARS Wealth Advisors Group, LLC | 32,778 | $4.93M | 0.89% | +32,778 | New |
| Eagle Global Advisors LLC | 33,008 | $4.96M | 0.33% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 33,069 | $4.97M | 0.14% | +6,690+25.4% | Added |
| Marshall & Sullivan Inc | 33,085 | $4.98M | 2.60% | +1,252+3.9% | Added |
| Hallmark Capital Management Inc | 33,112 | $4.98M | 0.43% | −194−0.6% | Reduced |
| Telemus Capital, LLC | 33,357 | $5.02M | 0.42% | −652−1.9% | Reduced |
| LVW Advisors, LLC | 33,370 | $5.02M | 0.88% | +1,184+3.7% | Added |
| Peoples Financial Services Corp. | 33,405 | $5.02M | 2.12% | −155−0.5% | Reduced |
| Harbor Advisory Corp | 33,401 | $5.02M | 2.18% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 33,490 | $5.04M | 1.24% | −290−0.9% | Reduced |
| CBOE Vest Financial, LLC | 33,529 | $5.04M | 1.53% | +5,817+21.0% | Added |
| Arrow Financial Corp | 33,542 | $5.05M | 0.65% | −1,724−4.9% | Reduced |
| Family Capital Trust Co | 33,559 | $5.05M | 1.44% | −71−0.2% | Reduced |
| Ayrshire Capital Management LLC | 33,570 | $5.05M | 2.86% | +23,664+238.9% | Added |
| Redpoint Investment Management Pty Ltd | 33,634 | $5.06M | 0.43% | −1,125−3.2% | Reduced |
| Panagora Asset Management Inc | 33,635 | $5.06M | 0.03% | +2,489+8.0% | Added |
| Security National Trust Co | 34,158 | $5.06M | 1.17% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 33,859 | $5.09M | 3.25% | +929+2.8% | Added |
| Deseret Mutual Benefit Administrators | 33,940 | $5.11M | 0.94% | +27,683+442.4% | Added |
| Sunbelt Securities, Inc. | 32,770 | $5.11M | 0.92% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 34,024 | $5.12M | 1.11% | +281+0.8% | Added |
| Hartford Financial Management Inc. | 34,114 | $5.13M | 1.31% | +165+0.5% | Added |
| Goelzer Investment Management, Inc. | 34,166 | $5.14M | 0.45% | −1,303−3.7% | Reduced |
| Northwest & Ethical Investments L.P. | 34,429 | $5.18M | 0.17% | −456−1.3% | Reduced |
| Perkins Coie Trust Co | 34,460 | $5.18M | 1.62% | +117+0.3% | Added |
| Aristotle Capital Management, LLC | 34,609 | $5.21M | 0.01% | −1,398−3.9% | Reduced |
| Brandes Investment Partners, LP | 34,652 | $5.21M | 0.11% | +3,775+12.2% | Added |
| Hall Laurie J Trustee | 34,763 | $5.23M | 2.02% | −1,225−3.4% | Reduced |
| Great Lakes Advisors, LLC | 34,798 | $5.23M | 0.08% | −872−2.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 34,895 | $5.25M | 1.71% | +67+0.2% | Added |
| Chicago Trust Co NA | 34,951 | $5.26M | 1.15% | −424−1.2% | Reduced |
| Qube Research & Technologies Ltd | 34,974 | $5.26M | 0.07% | +7,637+27.9% | Added |
| Financial Architects, Inc | 34,982 | $5.26M | 0.76% | −714−2.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $5.26M | 1.60% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 35,100 | $5.28M | 0.32% | −500−1.4% | Reduced |
| SP Asset Management | 32,877 | $5.28M | 0.55% | +169+0.5% | Added |
| Principal Street Partners, LLC | 35,208 | $5.30M | 1.44% | −452−1.3% | Reduced |
| Asset Management Group, Inc. | 35,279 | $5.31M | 1.09% | −6,463−15.5% | Reduced |
| Fulton Bank, N.A. | 35,294 | $5.31M | 0.25% | +128+0.4% | Added |
| Chilton Investment Co LLC | 35,332 | $5.31M | 0.13% | −8,464−19.3% | Reduced |
| L & S Advisors Inc | 35,332 | $5.31M | 0.57% | −1,304−3.6% | Reduced |
| SeaCrest Wealth Management, LLC | 35,435 | $5.33M | 0.64% | +10,393+41.5% | Added |
| Garland Capital Management Inc | 35,447 | $5.33M | 3.82% | −175−0.5% | Reduced |
| SevenBridge Financial Group, LLC | 35,747 | $5.38M | 1.79% | −151−0.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 35,764 | $5.38M | 0.74% | −1,500−4.0% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 35,818 | $5.39M | 1.74% | −45−0.1% | Reduced |
| World Asset Management Inc | 35,846 | $5.39M | 0.54% | −1,955−5.2% | Reduced |
| Mattern Capital Management, LLC | 36,010 | $5.42M | 1.07% | +823+2.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 36,024 | $5.42M | 0.57% | +64+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 36,152 | $5.44M | 0.49% | +332+0.9% | Added |
| Pavion Blue Capital, LLC | 36,233 | $5.45M | 3.39% | −127−0.3% | Reduced |
| Investment House LLC | 36,341 | $5.47M | 0.40% | −200−0.5% | Reduced |
| Surevest, LLC | 36,338 | $5.47M | 1.38% | +1,454+4.2% | Added |
| Spectrum Management Group, LLC | 36,348 | $5.47M | 0.86% | +2,938+8.8% | Added |
| QV Investors Inc. | 36,375 | $5.47M | 0.41% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 36,405 | $5.47M | 0.81% | −1,265−3.4% | Reduced |
| American Portfolios Advisors | 36,523 | $5.49M | 0.21% | +628+1.7% | Added |
| Oak Harvest Investment Services | 36,684 | $5.52M | 1.61% | +4,300+13.3% | Added |
| Schnieders Capital Management LLC | 36,907 | $5.55M | 1.49% | −160.0% | Reduced |
| Marietta Wealth Management, LLC | 36,977 | $5.56M | 1.21% | +2,808+8.2% | Added |
| Skba Capital Management LLC | 36,990 | $5.56M | 1.11% | +100+0.3% | Added |
| Harbour Investments, Inc. | 37,091 | $5.58M | 0.18% | +113+0.3% | Added |
| Costello Asset Management, INC | 37,190 | $5.59M | 3.58% | +751+2.1% | Added |
| BKD Wealth Advisors, LLC | 37,236 | $5.60M | 0.26% | +8,962+31.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 37,309 | $5.61M | 0.64% | −90−0.2% | Reduced |
| Destination Wealth Management | 37,405 | $5.63M | 0.22% | −3,925−9.5% | Reduced |
| Keeler Thomas Management LLC | 37,424 | $5.63M | 2.68% | +851+2.3% | Added |
| BLB&B Advisors, LLC | 37,796 | $5.68M | 0.38% | +4,038+12.0% | Added |
| Boston Research & Management Inc | 37,948 | $5.71M | 1.70% | −115−0.3% | Reduced |
| Roberts Glore & Co Inc | 37,960 | $5.71M | 1.74% | −293−0.8% | Reduced |
| Quinn Opportunity Partners LLC | 38,000 | $5.72M | 0.37% | +3,000+8.6% | Added |
| Hancock Whitney Corp | 38,150 | $5.74M | 0.20% | −3,999−9.5% | Reduced |
| Caldwell Trust Co | 38,207 | $5.75M | 0.73% | +1,078+2.9% | Added |
| Bragg Financial Advisors, Inc | 38,406 | $5.78M | 0.37% | +891+2.4% | Added |
| Blueshift Asset Management, LLC | 38,432 | $5.78M | 0.32% | +33,971+761.5% | Added |
| First Trust Bank, Ltd. | 38,500 | $5.79M | 7.33% | 00.0% | Unchanged |
| Seeyond | 38,551 | $5.80M | 0.56% | +375+1.0% | Added |
| Woodmont Investment Counsel LLC | 38,824 | $5.84M | 0.85% | +2,408+6.6% | Added |
| IBM Retirement Fund | 38,940 | $5.86M | 0.46% | +64+0.2% | Added |