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 |
|---|---|---|---|---|---|
| Lavaca Capital LLC | 39,014 | $5.87M | 2.95% | −569−1.4% | Reduced |
| Exchange Traded Concepts, LLC | 39,055 | $5.87M | 0.15% | +38,734+12,066.7% | Added |
| Alpine Woods Capital Investors, LLC | 39,065 | $5.88M | 0.63% | −2,718−6.5% | Reduced |
| Altfest L J & Co Inc | 39,116 | $5.88M | 1.23% | −394−1.0% | Reduced |
| Pictet Bank & Trust Ltd | 39,113 | $5.88M | 3.64% | −60−0.2% | Reduced |
| ING Groep NV | 39,288 | $5.91M | 0.08% | −174,976−81.7% | Reduced |
| Kestra Private Wealth Services, LLC | 39,313 | $5.91M | 0.33% | +1,746+4.6% | Added |
| Icon Wealth Partners, LLC | 39,340 | $5.92M | 0.63% | +278+0.7% | Added |
| Bogart Wealth, LLC | 39,360 | $5.92M | 0.60% | +1,645+4.4% | Added |
| River Wealth Advisors LLC | 39,422 | $5.93M | 1.02% | +2,091+5.6% | Added |
| HighPoint Advisor Group LLC | 39,437 | $5.93M | 0.58% | −1,130−2.8% | Reduced |
| Albion Financial Group | 39,458 | $5.93M | 0.52% | −43−0.1% | Reduced |
| Cambridge Trust Co | 39,665 | $5.97M | 0.23% | +140+0.4% | Added |
| Citizens National Bank Trust Department | 39,714 | $5.97M | 1.70% | +45+0.1% | Added |
| Van Strum & Towne Inc. | 39,735 | $5.98M | 2.35% | +75+0.2% | Added |
| TRH Financial, LLC | 39,778 | $5.98M | 2.35% | +7,747+24.2% | Added |
| American Assets Investment Management, LLC | 39,800 | $5.99M | 0.74% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 39,823 | $5.99M | 2.14% | −660−1.6% | Reduced |
| Stokes Family Office, LLC | 39,900 | $6.00M | 0.83% | +2,049+5.4% | Added |
| Roundview Capital LLC | 39,987 | $6.01M | 0.66% | +2,133+5.6% | Added |
| Avantax Planning Partners, Inc. | 39,995 | $6.02M | 0.28% | +1,658+4.3% | Added |
| Private Wealth Partners, LLC | 40,108 | $6.03M | 0.56% | −397−1.0% | Reduced |
| Whalerock Point Partners, LLC | 40,399 | $6.08M | 2.35% | +1,577+4.1% | Added |
| NTV Asset Management LLC | 40,596 | $6.11M | 1.06% | +108+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 40,704 | $6.12M | 1.99% | +198+0.5% | Added |
| Toroso Investments, LLC | 40,706 | $6.12M | 0.23% | −331−0.8% | Reduced |
| Tufton Capital Management | 40,753 | $6.13M | 1.04% | −917−2.2% | Reduced |
| New England Asset Management Inc | 40,769 | $6.13M | 0.11% | +3,152+8.4% | Added |
| Allied Investment Advisors, LLC | 40,842 | $6.14M | 2.32% | −160.0% | Reduced |
| Kinneret Advisory, LLC | 40,955 | $6.16M | 0.72% | 00.0% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $6.17M | 0.05% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 41,084 | $6.18M | 3.85% | −10.0% | Reduced |
| Wetherby Asset Management Inc | 41,199 | $6.20M | 0.39% | −412−1.0% | Reduced |
| GHP Investment Advisors, Inc. | 41,206 | $6.20M | 0.49% | +958+2.4% | Added |
| Buckingham Capital Management, Inc. | 41,210 | $6.20M | 1.01% | +2,649+6.9% | Added |
| B. Riley Wealth Management, Inc. | 41,453 | $6.24M | 0.48% | +16,321+64.9% | Added |
| Somerville Kurt F | 41,463 | $6.24M | 0.95% | −266−0.6% | Reduced |
| Hills Bank & Trust Co | 41,465 | $6.24M | 0.94% | +408+1.0% | Added |
| Park Avenue Securities LLC | 41,557 | $6.25M | 0.13% | +1,105+2.7% | Added |
| Foyston, Gordon, & Payne Inc | 41,640 | $6.26M | 1.56% | −3,046−6.8% | Reduced |
| Westfield Capital Management Co LP | 41,650 | $6.26M | 0.04% | −600−1.4% | Reduced |
| Cypress Capital Group | 41,767 | $6.28M | 0.85% | +349+0.8% | Added |
| Peregrine Asset Advisers, Inc. | 41,808 | $6.29M | 3.21% | −11,862−22.1% | Reduced |
| Ar Asset Management Inc | 42,009 | $6.32M | 1.77% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 42,157 | $6.34M | 1.28% | −606−1.4% | Reduced |
| Cigna Investments Inc | 42,504 | $6.39M | 0.48% | −692−1.6% | Reduced |
| Spire Wealth Management | 42,625 | $6.41M | 0.17% | +415+1.0% | Added |
| Wedbush Securities Inc | 42,868 | $6.45M | 0.31% | +1,780+4.3% | Added |
| Lafayette Investments, Inc. | 42,980 | $6.46M | 1.75% | +764+1.8% | Added |
| Baker Ellis Asset Management LLC | 41,258 | $6.47M | 1.25% | −156−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 43,096 | $6.48M | 0.30% | −6,219−12.6% | Reduced |
| BancorpSouth Bank | 43,212 | $6.50M | 0.91% | +1,105+2.6% | Added |
| Private Trust Co NA | 43,504 | $6.54M | 0.95% | −1,252−2.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 43,650 | $6.57M | 1.22% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 43,680 | $6.57M | 0.22% | +2,752+6.7% | Added |
| Gotham Asset Management, LLC | 43,774 | $6.58M | 0.27% | +27,354+166.6% | Added |
| Spinnaker Trust | 43,806 | $6.59M | 0.46% | +1,927+4.6% | Added |
| Middleton & Co Inc | 43,849 | $6.59M | 0.71% | −845−1.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 44,006 | $6.62M | 1.22% | −3,792−7.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 44,028 | $6.62M | 2.08% | −241−0.5% | Reduced |
| IndexIQ Advisors LLC | 44,093 | $6.63M | 0.22% | +889+2.1% | Added |
| Trustmark National Bank Trust Department | 44,161 | $6.64M | 0.53% | −95−0.2% | Reduced |
| Northwest Bancshares, Inc. | 44,342 | $6.67M | 1.52% | +170+0.4% | Added |
| First Midwest Bank Trust Division | 44,430 | $6.68M | 0.95% | +3,802+9.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 44,639 | $6.71M | 0.29% | +44,639 | New |
| Prospera Financial Services Inc | 44,698 | $6.72M | 0.34% | −103−0.2% | Reduced |
| FRG Family Wealth Advisors LLC | 44,773 | $6.73M | 1.32% | +905+2.1% | Added |
| Intrust Bank NA | 44,858 | $6.75M | 0.89% | +373+0.8% | Added |
| Opus Investment Management Inc | 45,000 | $6.77M | 1.03% | 00.0% | Unchanged |
| Parkwood LLC | 45,060 | $6.78M | 1.16% | +45,060 | New |
| Horizon Investments, LLC | 45,101 | $6.78M | 0.21% | +5,616+14.2% | Added |
| Petrus Trust Company, LTA | 45,248 | $6.81M | 0.75% | 00.0% | Unchanged |
| Sigma Planning Corp | 45,392 | $6.83M | 0.21% | −633−1.4% | Reduced |
| Chicago Capital, LLC | 45,428 | $6.83M | 0.26% | −20.0% | Reduced |
| Everence Capital Management Inc | 45,529 | $6.85M | 0.56% | 00.0% | Unchanged |
| Iowa State Bank | 45,547 | $6.85M | 1.92% | +732+1.6% | Added |
| Richard Bernstein Advisors LLC | 45,612 | $6.86M | 0.14% | +1,681+3.8% | Added |
| Frontier Wealth Management LLC | 45,738 | $6.88M | 0.48% | −495−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 73,440 | $6.93M | 0.41% | +1,484+2.1% | Added |
| Ethic Inc. | 46,107 | $6.93M | 0.71% | +6,791+17.3% | Added |
| Palisade Capital Management LLC | 46,435 | $6.98M | 0.15% | −441−0.9% | Reduced |
| Hantz Financial Services, Inc. | 46,434 | $6.98M | 0.23% | +5,337+13.0% | Added |
| Executive Wealth Management, LLC | 46,671 | $7.02M | 0.77% | +686+1.5% | Added |
| Mayflower Financial Advisors, LLC | 43,995 | $7.04M | 0.95% | −59−0.1% | Reduced |
| Wills Financial Group, Inc. | 46,943 | $7.06M | 3.17% | −719−1.5% | Reduced |
| Motco | 47,053 | $7.08M | 0.46% | +2,157+4.8% | Added |
| Addenda Capital Inc. | 47,162 | $7.09M | 0.33% | −210−0.4% | Reduced |
| Fma Advisory Inc | 47,172 | $7.09M | 2.64% | +1,588+3.5% | Added |
| Bernzott Capital Advisors | 47,389 | $7.13M | 0.64% | −2,582−5.2% | Reduced |
| Renaissance Investment Group LLC | 47,518 | $7.15M | 1.82% | +336+0.7% | Added |
| Lowell Blake & Associates Inc. | 47,909 | $7.21M | 3.34% | +305+0.6% | Added |
| Ironwood Investment Counsel, LLC | 47,999 | $7.22M | 1.85% | +1,506+3.2% | Added |
| Grassi Investment Management | 48,000 | $7.22M | 0.81% | 00.0% | Unchanged |
| Old National Bancorp | 48,009 | $7.22M | 0.27% | −794−1.6% | Reduced |
| Bell Asset Management Ltd | 48,136 | $7.24M | 1.23% | +6,210+14.8% | Added |
| Trust Co of Toledo NA | 48,284 | $7.26M | 1.19% | +444+0.9% | Added |
| Papp L Roy & Associates | 48,706 | $7.33M | 0.93% | −220−0.4% | Reduced |
| Tompkins Financial Corp | 48,751 | $7.33M | 1.34% | +48,751 | New |
| Osborne Partners Capital Management, LLC | 48,806 | $7.34M | 0.59% | +2,701+5.9% | Added |
| KMG Fiduciary Partners, LLC | 48,839 | $7.35M | 1.25% | +2,764+6.0% | Added |