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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 28,082 | $4.22M | 0.72% | −490−1.7% | Reduced |
| Grimes & Company, Inc. | 28,068 | $4.22M | 0.18% | −1,138−3.9% | Reduced |
| Essex Financial Services, Inc. | 28,036 | $4.22M | 0.48% | +1,112+4.1% | Added |
| Hohimer Wealth Management, LLC | 28,011 | $4.21M | 0.88% | +483+1.8% | Added |
| Grandfield & Dodd, LLC | 27,770 | $4.18M | 0.29% | +318+1.2% | Added |
| Baugh & Associates, LLC | 27,781 | $4.18M | 2.56% | −21−0.1% | Reduced |
| United Asset Strategies, Inc. | 27,746 | $4.17M | 0.54% | +612+2.3% | Added |
| Edgewood Management LLC | 27,534 | $4.14M | 0.01% | −600−2.1% | Reduced |
| Donaldson Capital Management, LLC | 27,397 | $4.12M | 0.21% | −1,698−5.8% | Reduced |
| Beaton Management Co. Inc. | 27,366 | $4.12M | 2.72% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 27,327 | $4.11M | 0.03% | +958+3.6% | Added |
| Aristotle Atlantic Partners, LLC | 27,290 | $4.11M | 0.27% | +1,173+4.5% | Added |
| Harbour Capital Advisors, LLC | 27,181 | $4.09M | 1.08% | +350+1.3% | Added |
| AMG National Trust Bank | 27,140 | $4.08M | 0.13% | −380−1.4% | Reduced |
| Steel Peak Wealth Management LLC | 27,115 | $4.08M | 0.28% | −16,982−38.5% | Reduced |
| McDonald Partners LLC | 27,109 | $4.08M | 0.96% | −674−2.4% | Reduced |
| Mark Stevens | 27,106 | $4.08M | 0.46% | −452−1.6% | Reduced |
| Trinity Legacy Partners, LLC | 27,107 | $4.08M | 1.46% | +1,361+5.3% | Added |
| RNC Capital Management LLC | 27,062 | $4.07M | 0.22% | +552+2.1% | Added |
| JustInvest LLC | 26,998 | $4.06M | 0.36% | +6,065+29.0% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.06M | 0.87% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 26,925 | $4.05M | 0.49% | +1,901+7.6% | Added |
| Sumitomo Life Insurance Co | 26,883 | $4.04M | 0.11% | −1,137−4.1% | Reduced |
| Curbstone Financial Management Corp | 26,722 | $4.02M | 0.76% | −250−0.9% | Reduced |
| Peninsula Asset Management Inc | 26,703 | $4.02M | 2.06% | +381+1.4% | Added |
| Savant Capital, LLC | 26,704 | $4.02M | 0.15% | +1,796+7.2% | Added |
| Pensionfund Sabic | 26,700 | $4.02M | 0.85% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 26,696 | $4.01M | 0.77% | −106−0.4% | Reduced |
| North Star Asset Management Inc | 26,664 | $4.01M | 0.22% | −96−0.4% | Reduced |
| Westhampton Capital, LLC | 26,651 | $4.01M | 2.74% | −814−3.0% | Reduced |
| Veriti Management LLC | 26,646 | $4.01M | 0.57% | +2,044+8.3% | Added |
| Marietta Investment Partners LLC | 26,600 | $4.00M | 0.92% | −700−2.6% | Reduced |
| Zions Bancorporation, N.A. | 26,510 | $3.99M | 0.41% | +1,375+5.5% | Added |
| Spears Abacus Advisors LLC | 26,379 | $3.97M | 0.29% | −160−0.6% | Reduced |
| Pegasus Partners Ltd. | 26,344 | $3.96M | 0.72% | −1,489−5.3% | Reduced |
| Whitener Capital Management, Inc. | 26,679 | $3.96M | 1.82% | −4,030−13.1% | Reduced |
| Institutional & Family Asset Management, LLC | 26,299 | $3.96M | 0.64% | −392−1.5% | Reduced |
| Diamant Asset Management, Inc. | 26,265 | $3.95M | 3.27% | +26,265 | New |
| Security National Bank | 26,262 | $3.95M | 0.99% | +908+3.6% | Added |
| Coastline Trust Co | 26,254 | $3.95M | 0.49% | −90−0.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 26,165 | $3.94M | 0.24% | −1,880−6.7% | Reduced |
| Naples Global Advisors, LLC | 26,117 | $3.93M | 0.52% | +19+0.1% | Added |
| Brick & Kyle, Associates | 25,865 | $3.92M | 1.99% | +47+0.2% | Added |
| Addison Capital Co | 25,933 | $3.90M | 1.81% | +21+0.1% | Added |
| Bank of New Hampshire | 26,314 | $3.90M | 1.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 25,767 | $3.88M | 0.56% | −205−0.8% | Reduced |
| Lincoln National Corp | 25,739 | $3.87M | 0.09% | +27+0.1% | Added |
| Domani Wealth, LLC | 25,691 | $3.86M | 0.81% | −30.0% | Reduced |
| Moloney Securities Asset Management, LLC | 25,648 | $3.86M | 0.70% | +1,686+7.0% | Added |
| Shufro Rose & Co LLC | 25,645 | $3.86M | 0.30% | +25,645 | New |
| Pettee Investors, Inc. | 25,636 | $3.86M | 1.80% | −282−1.1% | Reduced |
| Union Heritage Capital, LLC | 25,595 | $3.85M | 1.81% | 00.0% | Unchanged |
| Burney Co | 25,590 | $3.85M | 0.18% | −642−2.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 25,587 | $3.85M | 0.31% | +1,530+6.4% | Added |
| Benson Investment Management Company, Inc. | 25,430 | $3.83M | 1.97% | +60+0.2% | Added |
| Laurel Wealth Advisors LLC | 25,320 | $3.81M | 0.87% | −532−2.1% | Reduced |
| Peterson Wealth Management | 25,310 | $3.81M | 2.95% | −59−0.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 25,304 | $3.81M | 1.01% | −117−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 23,391 | $3.77M | 0.34% | −3,079−11.6% | Reduced |
| Carroll Financial Associates, Inc. | 25,032 | $3.77M | 0.21% | +245+1.0% | Added |
| Paradigm Financial Partners, LLC | 24,056 | $3.76M | 0.89% | +198+0.8% | Added |
| Gabalex Capital Management LLC | 25,000 | $3.76M | 1.74% | +10,000+66.7% | Added |
| Hodges Capital Management Inc. | 24,977 | $3.76M | 0.28% | +5,599+28.9% | Added |
| Connolly Sarah T. | 24,955 | $3.75M | 3.09% | −172−0.7% | Reduced |
| Searle & Co. | 24,850 | $3.74M | 1.53% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 24,785 | $3.73M | 0.04% | −552−2.2% | Reduced |
| Plancorp, LLC | 24,747 | $3.72M | 0.26% | +215+0.9% | Added |
| Delta Capital Management LLC | 24,712 | $3.72M | 2.31% | −50.0% | Reduced |
| Cheviot Value Management, LLC | 24,700 | $3.71M | 0.95% | −97−0.4% | Reduced |
| Peloton Wealth Strategists | 24,655 | $3.71M | 1.52% | −200−0.8% | Reduced |
| Cadence Bank NA | 24,558 | $3.69M | 1.10% | +314+1.3% | Added |
| Mathes Company, Inc. | 24,506 | $3.69M | 1.37% | −1,335−5.2% | Reduced |
| Cinctive Capital Management LP | 24,458 | $3.68M | 0.20% | −11,783−32.5% | Reduced |
| Hayek Kallen Investment Management | 24,454 | $3.68M | 1.68% | −647−2.6% | Reduced |
| Hixon Zuercher, LLC | 24,384 | $3.67M | 2.14% | +329+1.4% | Added |
| Schulhoff & Co Inc | 24,370 | $3.67M | 1.65% | −494−2.0% | Reduced |
| Azzad Asset Management Inc | 24,215 | $3.64M | 0.54% | +431+1.8% | Added |
| Atlas Brown,Inc. | 24,203 | $3.64M | 1.58% | −163−0.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 24,185 | $3.64M | 0.25% | +4,107+20.5% | Added |
| Belpointe Asset Management LLC | 24,178 | $3.64M | 0.25% | +392+1.6% | Added |
| Adirondack Trust Co | 22,468 | $3.63M | 1.73% | −85−0.4% | Reduced |
| Thompson Investment Management, Inc. | 24,104 | $3.63M | 0.54% | −391−1.6% | Reduced |
| American Money Management, LLC | 24,091 | $3.62M | 1.02% | +117+0.5% | Added |
| Kistler-Tiffany Companies, LLC | 24,069 | $3.62M | 0.82% | +227+1.0% | Added |
| Full Sail Capital, LLC | 24,061 | $3.62M | 0.32% | −100−0.4% | Reduced |
| Exeter Financial, LLC | 24,041 | $3.62M | 2.16% | +85+0.4% | Added |
| Viking Fund Management LLC | 24,000 | $3.61M | 1.04% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 23,929 | $3.60M | 0.26% | +254+1.1% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 23,876 | $3.59M | 1.44% | −12,503−34.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 23,865 | $3.59M | 0.92% | −40−0.2% | Reduced |
| Elk River Wealth Management, LLC | 23,758 | $3.57M | 0.90% | +649+2.8% | Added |
| Northeast Financial Consultants Inc | 23,706 | $3.57M | 0.24% | −392−1.6% | Reduced |
| Ledyard National Bank | 23,692 | $3.56M | 0.37% | −1,141−4.6% | Reduced |
| Bessemer Securities LLC | 23,663 | $3.56M | 1.21% | +4,498+23.5% | Added |
| MD Financial Management Inc. | 23,531 | $3.54M | 0.09% | +570+2.5% | Added |
| Meeder Asset Management Inc | 23,488 | $3.53M | 0.19% | +6,741+40.3% | Added |
| First Interstate Bank | 23,467 | $3.53M | 0.36% | +1,469+6.7% | Added |
| Parallel Advisors, LLC | 23,461 | $3.53M | 0.14% | +1,862+8.6% | Added |
| Bangor Savings Bank | 23,449 | $3.53M | 0.37% | +2,494+11.9% | Added |
| Keating Investment Counselors Inc | 23,408 | $3.52M | 1.65% | −170−0.7% | Reduced |