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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 3,343 | $503.0K | 0.04% | +285+9.3% | Added |
| Engineers Gate Manager LP | 3,351 | $504.0K | 0.03% | −1,823−35.2% | Reduced |
| Royal Fund Management, LLC | 3,357 | $504.0K | 0.08% | +103+3.2% | Added |
| Disciplined Investments, LLC | 3,349 | $504.0K | 0.25% | +200+6.4% | Added |
| Meridian Investment Counsel Inc. | 3,386 | $509.0K | 0.18% | −885−20.7% | Reduced |
| Clear Harbor Asset Management, LLC | 3,386 | $509.0K | 0.06% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 3,400 | $510.0K | 0.28% | −20−0.6% | Reduced |
| Ssi Investment Management LLC | 3,387 | $510.0K | 0.03% | 00.0% | Unchanged |
| Summit Global Investments | 3,400 | $511.0K | 0.04% | −1,513−30.8% | Reduced |
| Cairn Investment Group, Inc. | 3,402 | $511.0K | 0.38% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,404 | $512.0K | 0.09% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,407 | $512.0K | 0.15% | +4+0.1% | Added |
| Aspire Private Capital, LLC | 3,416 | $514.0K | 0.17% | −87−2.5% | Reduced |
| Cooper/Haims Advisors, LLC | 3,432 | $516.0K | 0.31% | −250−6.8% | Reduced |
| Eqis Capital Management, Inc. | 3,432 | $516.0K | 0.04% | +173+5.3% | Added |
| Compton Wealth Advisory Group, LLC | 3,445 | $518.0K | 0.24% | −226−6.2% | Reduced |
| Central Bank & Trust Co | 3,447 | $519.0K | 0.09% | −47−1.3% | Reduced |
| Rockbridge Investment Management, LCC | 3,457 | $520.0K | 0.09% | −61−1.7% | Reduced |
| Bickling Financial Services, Inc. | 3,466 | $521.0K | 0.26% | −384−10.0% | Reduced |
| Convergence Investment Partners, LLC | 3,462 | $521.0K | 0.28% | +91+2.7% | Added |
| Versant Capital Management, Inc | 3,470 | $522.0K | 0.18% | −37−1.1% | Reduced |
| Optas, LLC | 3,485 | $524.0K | 0.15% | −227−6.1% | Reduced |
| Thomas White International Ltd | 3,495 | $526.0K | 0.08% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,509 | $528.0K | 0.12% | −211−5.7% | Reduced |
| Zevin Asset Management LLC | 3,511 | $528.0K | 0.10% | +28+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,274 | $528.0K | 0.01% | +103+3.2% | Added |
| Midwest Professional Planners, LTD. | 3,520 | $529.0K | 0.28% | +53+1.5% | Added |
| Hubbell Strickland Wealth Management, LLC | 3,523 | $530.0K | 0.32% | −51−1.4% | Reduced |
| Covenant Asset Management, LLC | 3,543 | $533.0K | 0.16% | −316−8.2% | Reduced |
| Carolinas Wealth Consulting LLC | 3,549 | $534.0K | 0.12% | −729−17.0% | Reduced |
| Financial Engines Advisors L.L.C. | 3,556 | $534.0K | 0.00% | +594+20.1% | Added |
| Eagle Bay Advisors LLC | 3,535 | $534.0K | 0.31% | +1,113+46.0% | Added |
| Versor Investments LP | 3,561 | $536.0K | 0.02% | −1,439−28.8% | Reduced |
| Cubic Asset Management, LLC | 3,561 | $536.0K | 0.13% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 3,565 | $536.0K | 0.76% | +3,565 | New |
| Liberty Wealth Management LLC | 3,514 | $537.0K | 0.19% | +617+21.3% | Added |
| Everhart Financial Group, Inc. | 3,578 | $538.0K | 0.37% | −81−2.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,576 | $538.0K | 0.32% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,580 | $538.0K | 0.08% | +62+1.8% | Added |
| Connecticut Wealth Management, LLC | 3,579 | $538.0K | 0.05% | +867+32.0% | Added |
| Broadleaf Partners, LLC | 3,584 | $539.0K | 0.18% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,584 | $539.0K | 0.46% | +289+8.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,592 | $540.0K | 0.20% | +999+38.5% | Added |
| Cabot Wealth Management Inc | 3,594 | $541.0K | 0.07% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 3,407 | $542.0K | 0.33% | +617+22.1% | Added |
| GSB Wealth Management, LLC | 3,610 | $543.0K | 0.28% | −17,363−82.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,609 | $543.0K | 0.11% | −3−0.1% | Reduced |
| Fairview Capital Investment Management, LLC | 3,614 | $543.0K | 0.04% | +37+1.0% | Added |
| Oxford Financial Group Ltd | 3,630 | $546.0K | 0.07% | −4,086−53.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,652 | $549.0K | 0.12% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,665 | $551.0K | 0.04% | −19−0.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,615 | $551.0K | 0.16% | −83−2.2% | Reduced |
| SNS Financial Group, LLC | 3,676 | $552.0K | 0.07% | −21−0.6% | Reduced |
| Uncommon Cents Investing LLC | 3,672 | $552.0K | 0.22% | +350+10.5% | Added |
| Patriot Investment Management Inc. | 3,687 | $554.0K | 0.05% | +45+1.2% | Added |
| Bank of Stockton | 3,699 | $556.0K | 0.17% | −146−3.8% | Reduced |
| Peachtree Investment Partners, LLC | 3,700 | $557.0K | 0.27% | +176+5.0% | Added |
| Independent Solutions Wealth Management, LLC | 3,704 | $557.1K | 0.14% | +97+2.7% | Added |
| First National Bank of Hutchinson | 3,713 | $558.0K | 0.31% | +15+0.4% | Added |
| RDA Financial Network | 3,718 | $559.0K | 0.25% | +178+5.0% | Added |
| Ridgecrest Wealth Partners, LLC | 3,719 | $559.0K | 0.30% | +675+22.2% | Added |
| Tru Independence Asset Management 2, LLC | 3,724 | $560.0K | 0.40% | −156−4.0% | Reduced |
| Lesa Sroufe & Co | 3,727 | $561.0K | 0.60% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,728 | $561.0K | 0.16% | +1,403+60.3% | Added |
| Quadrant Private Wealth Management, LLC | 3,735 | $562.0K | 0.23% | −170−4.4% | Reduced |
| Waterfront Wealth Inc. | 3,736 | $562.0K | 0.27% | +93+2.6% | Added |
| Capstone Financial Advisors, Inc. | 3,771 | $567.0K | 0.04% | −157−4.0% | Reduced |
| PBMares Wealth Management LLC | 3,772 | $567.0K | 0.27% | +10+0.3% | Added |
| Tanaka Capital Management Inc | 3,775 | $568.0K | 0.81% | −20−0.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,790 | $570.0K | 0.08% | −200−5.0% | Reduced |
| Compass Capital Management, Inc | 3,788 | $570.0K | 0.04% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,844 | $578.0K | 0.19% | −156−3.9% | Reduced |
| Rice Partnership, LLC | 3,840 | $578.0K | 0.18% | +340+9.7% | Added |
| Summit Financial, LLC | 3,844 | $578.2K | 0.05% | +1,871+94.8% | Added |
| Perennial Advisors, LLC | 3,855 | $580.0K | 0.17% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,853 | $580.0K | 0.05% | +690+21.8% | Added |
| Atlantic Trust, LLC | 3,879 | $583.0K | 0.37% | +71+1.9% | Added |
| Wealth Architects, LLC | 3,882 | $584.0K | 0.11% | +303+8.5% | Added |
| Vickerman Investment Advisors, Inc. | 3,890 | $585.0K | 0.23% | +3,890 | New |
| Bridge Creek Capital Management LLC | 8,418 | $590.0K | 0.22% | −8−0.1% | Reduced |
| Probity Advisors, Inc. | 3,928 | $591.0K | 0.12% | +443+12.7% | Added |
| Citizens & Northern Corp | 3,937 | $592.0K | 0.23% | −266−6.3% | Reduced |
| Advisory Alpha, LLC | 3,934 | $592.0K | 0.04% | +1,736+79.0% | Added |
| Sound Income Strategies, LLC | 3,947 | $594.0K | 0.08% | +21+0.5% | Added |
| Regent Peak Wealth Advisors LLC | 3,954 | $595.0K | 0.17% | +52+1.3% | Added |
| Hapanowicz & Associates Financial Services, Inc | 3,959 | $595.0K | 0.26% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,966 | $597.0K | 0.14% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,815 | $598.0K | 0.11% | −208−5.2% | Reduced |
| Apriem Advisors | 3,979 | $598.0K | 0.09% | +95+2.4% | Added |
| AllSquare Wealth Management LLC | 3,984 | $599.0K | 0.36% | +6+0.2% | Added |
| JNBA Financial Advisors | 3,993 | $601.0K | 0.08% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,005 | $602.0K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,004 | $602.0K | 0.54% | −165−4.0% | Reduced |
| Voya Financial Advisors, Inc. | 3,953 | $602.0K | 0.07% | +545+16.0% | Added |
| Sippican Capital Advisors | 4,060 | $611.0K | 0.53% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 4,076 | $613.0K | 1.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4,082 | $614.0K | 0.14% | +3+0.1% | Added |
| Harvey Capital Management Inc | 4,095 | $615.0K | 0.21% | −6,554−61.5% | Reduced |
| Gables Capital Management Inc. | 4,090 | $615.0K | 0.40% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 4,090 | $615.2K | 0.01% | +4,090 | New |