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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 33,940 | $5.11M | 0.94% | +27,683+442.4% | Added |
| Aevitas Wealth Management, Inc. | 33,859 | $5.09M | 3.25% | +929+2.8% | Added |
| Security National Trust Co | 34,158 | $5.06M | 1.17% | 00.0% | Unchanged |
| 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 |
| Ayrshire Capital Management LLC | 33,570 | $5.05M | 2.86% | +23,664+238.9% | Added |
| Family Capital Trust Co | 33,559 | $5.05M | 1.44% | −71−0.2% | Reduced |
| Arrow Financial Corp | 33,542 | $5.05M | 0.65% | −1,724−4.9% | Reduced |
| CBOE Vest Financial, LLC | 33,529 | $5.04M | 1.53% | +5,817+21.0% | Added |
| Dorchester Wealth Management Co | 33,490 | $5.04M | 1.24% | −290−0.9% | Reduced |
| 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 |
| LVW Advisors, LLC | 33,370 | $5.02M | 0.88% | +1,184+3.7% | Added |
| Telemus Capital, LLC | 33,357 | $5.02M | 0.42% | −652−1.9% | Reduced |
| Hallmark Capital Management Inc | 33,112 | $4.98M | 0.43% | −194−0.6% | Reduced |
| Marshall & Sullivan Inc | 33,085 | $4.98M | 2.60% | +1,252+3.9% | Added |
| TownSquare Capital, LLC | 33,069 | $4.97M | 0.14% | +6,690+25.4% | Added |
| Eagle Global Advisors LLC | 33,008 | $4.96M | 0.33% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 32,778 | $4.93M | 0.89% | +32,778 | New |
| Benjamin F. Edwards & Company, Inc. | 32,584 | $4.90M | 0.25% | +603+1.9% | Added |
| First Personal Financial Services | 32,567 | $4.90M | 1.22% | −200−0.6% | Reduced |
| Stokes Capital Advisors, LLC | 32,539 | $4.89M | 1.58% | +60+0.2% | Added |
| Great Valley Advisor Group, Inc. | 32,497 | $4.89M | 0.34% | +62+0.2% | Added |
| Assetmark, Inc | 32,483 | $4.89M | 0.02% | +24,114+288.1% | Added |
| Venture Visionary Partners LLC | 32,356 | $4.88M | 0.35% | +3,019+10.3% | Added |
| Ropes Wealth Advisors LLC | 32,391 | $4.87M | 0.78% | −2,418−6.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 32,364 | $4.87M | 1.76% | −296−0.9% | Reduced |
| Mendel Money Management | 32,252 | $4.85M | 3.04% | +1,557+5.1% | Added |
| GYL Financial Synergies, LLC | 32,130 | $4.83M | 2.47% | −118−0.4% | Reduced |
| Beach Investment Counsel Inc | 31,904 | $4.80M | 0.45% | −1,301−3.9% | Reduced |
| Concentric Wealth Management, LLC | 31,867 | $4.79M | 1.47% | +139+0.4% | Added |
| Nixon Peabody Trust Co | 31,738 | $4.77M | 1.72% | +3,598+12.8% | Added |
| Mid Atlantic Financial Management Inc | 31,694 | $4.77M | 0.32% | +1,230+4.0% | Added |
| WMS Partners, LLC | 31,688 | $4.77M | 0.70% | −894−2.7% | Reduced |
| Reliant Investment Management, LLC | 31,646 | $4.76M | 2.37% | −1,828−5.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,552 | $4.75M | 0.68% | −105−0.3% | Reduced |
| 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 |
| Charter Research & Investment Group, Inc. | 31,370 | $4.72M | 3.91% | +56+0.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 31,323 | $4.71M | 1.67% | +1,135+3.8% | Added |
| Dean Investment Associates, LLC | 31,084 | $4.67M | 0.88% | −506−1.6% | Reduced |
| Fundamentun, LLC | 31,019 | $4.67M | 0.81% | +5,113+19.7% | Added |
| Unified Trust Company, N.A. | 30,952 | $4.66M | 1.37% | +78+0.3% | Added |
| Equitable Trust Co | 30,872 | $4.64M | 0.30% | +1,225+4.1% | Added |
| Pathstone Family Office, LLC | 30,811 | $4.63M | 0.14% | −1,913−5.8% | Reduced |
| City Holding Co | 30,799 | $4.63M | 0.79% | +650+2.2% | Added |
| Horrell Capital Management, Inc. | 30,747 | $4.63M | 1.76% | +100+0.3% | Added |
| M. Kulyk & Associates, LLC | 30,662 | $4.61M | 1.48% | +563+1.9% | Added |
| Mechanics Bank Trust Department | 30,659 | $4.61M | 0.75% | −742−2.4% | Reduced |
| HBK Sorce Advisory LLC | 30,641 | $4.61M | 0.25% | +2,359+8.3% | Added |
| Adams Asset Advisors, LLC | 30,635 | $4.61M | 0.93% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 30,363 | $4.57M | 0.12% | +4,065+15.5% | Added |
| Compton Capital Management Inc | 30,309 | $4.56M | 1.34% | +150+0.5% | Added |
| Exencial Wealth Advisors, LLC | 30,156 | $4.54M | 0.20% | +1,869+6.6% | Added |
| Twin Capital Management Inc | 30,136 | $4.53M | 0.46% | −2,518−7.7% | Reduced |
| Monetary Management Group Inc | 30,025 | $4.52M | 1.24% | +2,500+9.1% | Added |
| Girard Partners Ltd. | 29,973 | $4.51M | 0.57% | +894+3.1% | Added |
| Grace & White Inc | 29,942 | $4.50M | 0.86% | 00.0% | Unchanged |
| Geneva Partners, LLC | 29,871 | $4.49M | 2.22% | +24,527+459.0% | Added |
| Principle Wealth Partners LLC | 29,825 | $4.49M | 0.52% | −704−2.3% | Reduced |
| Van Eck Associates Corp | 29,780 | $4.48M | 0.01% | +2,178+7.9% | Added |
| Ibex Wealth Advisors | 29,767 | $4.48M | 0.86% | +1,443+5.1% | Added |
| Shorepoint Capital Partners LLC | 29,726 | $4.47M | 2.01% | +29,726 | New |
| Crestwood Advisors Group LLC | 29,643 | $4.46M | 0.13% | −1,986−6.3% | Reduced |
| Eastover Investment Advisors LLC | 29,621 | $4.46M | 2.90% | +680+2.3% | Added |
| Rodgers Brothers Inc. | 29,580 | $4.45M | 0.89% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 29,551 | $4.44M | 0.39% | +7,804+35.9% | Added |
| Fruth Investment Management | 29,500 | $4.44M | 1.37% | −150−0.5% | Reduced |
| Kesler, Norman & Wride, LLC | 29,446 | $4.43M | 1.04% | −1,700−5.5% | Reduced |
| Coldstream Capital Management Inc | 31,935 | $4.43M | 0.21% | −2,169−6.4% | Reduced |
| Long Road Investment Counsel, LLC | 29,400 | $4.42M | 1.95% | 00.0% | Unchanged |
| M&R Capital Management Inc | 29,378 | $4.42M | 1.00% | +825+2.9% | Added |
| Choate Investment Advisors | 29,358 | $4.42M | 0.28% | +100.0% | Added |
| Cardinal Capital Management | 29,317 | $4.41M | 0.95% | −1,221−4.0% | Reduced |
| Hall Capital Management Co Inc | 29,305 | $4.41M | 2.81% | −57−0.2% | Reduced |
| Northwest Investment Counselors, LLC | 29,303 | $4.41M | 1.23% | −233−0.8% | Reduced |
| Exchange Capital Management, Inc. | 29,107 | $4.38M | 0.85% | −1,096−3.6% | Reduced |
| Morgan Jess S & Co Inc | 29,106 | $4.38M | 2.89% | +1,510+5.5% | Added |
| Capital Analysts, LLC | 29,085 | $4.37M | 0.29% | −167−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 29,045 | $4.37M | 0.91% | −373−1.3% | Reduced |
| Bank Ozk | 29,040 | $4.37M | 1.98% | −31−0.1% | Reduced |
| HBW Advisory Services LLC | 28,871 | $4.34M | 1.13% | +64+0.2% | Added |
| Moore Capital Management, LP | 28,874 | $4.34M | 0.09% | +16,428+132.0% | Added |
| WBH Advisory Inc | 28,827 | $4.34M | 0.58% | −604−2.1% | Reduced |
| Diversified Trust Co | 28,819 | $4.33M | 0.16% | −5,535−16.1% | Reduced |
| Pegasus Asset Management, Inc. | 28,791 | $4.33M | 1.99% | +348+1.2% | Added |
| Valicenti Advisory Services Inc | 28,708 | $4.32M | 1.17% | −348−1.2% | Reduced |
| Cohen Lawrence B | 28,654 | $4.31M | 2.27% | −4,895−14.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 28,653 | $4.31M | 0.09% | +7,617+36.2% | Added |
| Fred Alger Management, LLC | 28,555 | $4.29M | 0.01% | +865+3.1% | Added |
| First PREMIER Bank | 28,553 | $4.29M | 1.22% | −587−2.0% | Reduced |
| Change Path, LLC | 28,540 | $4.29M | 0.25% | +447+1.6% | Added |
| Chatham Capital Group, Inc. | 28,540 | $4.29M | 0.83% | +540+1.9% | Added |
| Group One Trading, L.P. | 28,544 | $4.29M | 0.09% | +28,544 | New |
| Verity & Verity, LLC | 26,088 | $4.29M | 0.64% | +903+3.6% | Added |
| Holloway Wealth Management, LLC | – | $4.28M | 1.30% | – | – |
| Columbia Asset Management | 28,419 | $4.28M | 0.94% | −30−0.1% | Reduced |
| SG Americas Securities, LLC | 28,382 | $4.27M | 0.02% | −452,955−94.1% | Reduced |
| Proequities, Inc. | 28,337 | $4.26M | 0.26% | −949−3.2% | Reduced |
| Wealthspire Advisors, LLC | 28,209 | $4.24M | 0.09% | +6,507+30.0% | Added |