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 |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 19,969 | $3.00M | 1.55% | +540+2.8% | Added |
| Somerset Trust Co | 19,956 | $3.00M | 1.23% | +863+4.5% | Added |
| Sequoia Financial Advisors, LLC | 19,945 | $3.00M | 0.30% | −26,188−56.8% | Reduced |
| Inscription Capital, LLC | 19,838 | $2.98M | 0.94% | −10,691−35.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,841 | $2.98M | 0.66% | +701+3.7% | Added |
| Martin Capital Partners, LLC | 19,818 | $2.98M | 1.51% | +51+0.3% | Added |
| Waldron Private Wealth LLC | 19,807 | $2.98M | 0.17% | +5,034+34.1% | Added |
| Phoenix Wealth Advisors | 19,647 | $2.96M | 2.21% | +113+0.6% | Added |
| Jupiter Wealth Management LLC | 18,000 | $2.95M | 1.39% | 00.0% | Unchanged |
| Patten Group, Inc. | 19,629 | $2.95M | 0.87% | +100+0.5% | Added |
| NewSquare Capital LLC | 19,615 | $2.95M | 0.34% | +514+2.7% | Added |
| Princeton Global Asset Management LLC | 19,600 | $2.95M | 0.90% | +260+1.3% | Added |
| Cottage Street Advisors LLC | 19,579 | $2.94M | 1.98% | +276+1.4% | Added |
| Pensionfund DSM Netherlands | 19,500 | $2.93M | 0.37% | −20,000−50.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 19,487 | $2.93M | 0.47% | +836+4.5% | Added |
| Fairhaven Wealth Management, LLC | 19,441 | $2.92M | 1.20% | +1,858+10.6% | Added |
| Merit Financial Group, LLC | 19,417 | $2.92M | 0.31% | +358+1.9% | Added |
| Strategic Advisors LLC | 19,348 | $2.91M | 0.63% | +10,799+126.3% | Added |
| Aspiriant, LLC | 19,314 | $2.91M | 0.17% | −584−2.9% | Reduced |
| Heritage Trust Co | 19,264 | $2.90M | 0.41% | +2,432+14.4% | Added |
| Symmetry Partners, LLC | 19,069 | $2.88M | 0.19% | +1,687+9.7% | Added |
| Paradigm Financial Advisors, LLC | 19,104 | $2.87M | 0.66% | −3,399−15.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 18,997 | $2.86M | 0.33% | −229−1.2% | Reduced |
| JB Capital LLC | 18,996 | $2.86M | 0.37% | +18,996 | New |
| Walter & Keenan Financial Consulting Co | 18,967 | $2.85M | 0.97% | +83+0.4% | Added |
| Orser Capital Management, LLC | 18,963 | $2.85M | 1.61% | +365+2.0% | Added |
| Plimoth Trust Co LLC | 18,949 | $2.85M | 0.81% | −1,296−6.4% | Reduced |
| Howard Financial Services, Ltd. | 18,945 | $2.85M | 1.07% | +9,251+95.4% | Added |
| Baxter Bros Inc | 18,919 | $2.85M | 0.46% | +80.0% | Added |
| Boston Financial Mangement LLC | 18,909 | $2.84M | 0.12% | −2,336−11.0% | Reduced |
| BSW Wealth Partners | 18,900 | $2.84M | 0.79% | −328−1.7% | Reduced |
| Bank of Hawaii | 18,888 | $2.84M | 0.16% | −2,385−11.2% | Reduced |
| Minot Wealth Management LLC | 18,771 | $2.82M | 0.61% | +2,166+13.0% | Added |
| Boyd Watterson Asset Management LLC | 18,671 | $2.81M | 1.04% | +3,021+19.3% | Added |
| Cullinan Associates Inc | 18,665 | $2.81M | 0.16% | +185+1.0% | Added |
| Asset Dedication, LLC | 18,683 | $2.80M | 0.37% | +1,179+6.7% | Added |
| S&T Bank | 18,568 | $2.79M | 0.43% | +980+5.6% | Added |
| White Pine Capital LLC | 18,562 | $2.79M | 0.86% | −55−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 18,517 | $2.79M | 1.14% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 18,495 | $2.78M | 0.26% | −176−0.9% | Reduced |
| Bruderman Asset Management, LLC | 18,385 | $2.77M | 0.69% | +577+3.2% | Added |
| Alta Capital Management LLC | 18,372 | $2.76M | 0.16% | −17,167−48.3% | Reduced |
| Benedict Financial Advisors Inc | 18,339 | $2.76M | 0.77% | +122+0.7% | Added |
| CFO4Life Group, LLC | 18,312 | $2.75M | 0.64% | +480+2.7% | Added |
| Cascadia Advisory Services, LLC | 18,268 | $2.75M | 0.56% | +798+4.6% | Added |
| Valley National Advisers Inc | 18,217 | $2.74M | 0.50% | −193−1.0% | Reduced |
| Harbour Investment Management LLC | 18,108 | $2.72M | 1.38% | −25−0.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 18,098 | $2.72M | 0.68% | −425−2.3% | Reduced |
| Wimmer Associates 1, LLC | 18,014 | $2.71M | 1.61% | −347−1.9% | Reduced |
| Gs Investments, Inc. | 17,991 | $2.71M | 1.42% | +17,991 | New |
| Mission Wealth Management, LP | 17,976 | $2.70M | 0.14% | −3,012−14.4% | Reduced |
| ICW Investment Advisors LLC | 17,886 | $2.69M | 1.74% | +68+0.4% | Added |
| Biltmore Family Office, LLC | 17,868 | $2.69M | 0.65% | +549+3.2% | Added |
| Integrated Advisors Network LLC | 17,852 | $2.69M | 0.18% | +3,107+21.1% | Added |
| Strategic Wealth Advisors Group, LLC | 17,834 | $2.68M | 0.13% | +295+1.7% | Added |
| Excalibur Management Corp | 17,771 | $2.67M | 1.17% | −83−0.5% | Reduced |
| Stillwater Investment Management, LLC | 17,771 | $2.67M | 0.71% | −83−0.5% | Reduced |
| Armstrong Henry H Associates Inc | 17,738 | $2.67M | 0.31% | −315−1.7% | Reduced |
| First Mercantile Trust Co | 17,710 | $2.66M | 0.35% | −516−2.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 17,709 | $2.66M | 0.89% | +10+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,708 | $2.66M | 1.34% | −2,413−12.0% | Reduced |
| Stonnington Group, LLC | 17,068 | $2.66M | 0.60% | +111+0.7% | Added |
| Brookmont Capital Management | 17,655 | $2.66M | 1.57% | +245+1.4% | Added |
| Brighton Jones LLC | 17,652 | $2.65M | 0.14% | +705+4.2% | Added |
| Sowell Financial Services LLC | 17,650 | $2.65M | 0.18% | +1,793+11.3% | Added |
| Ballentine Partners, LLC | 17,624 | $2.65M | 0.09% | −251−1.4% | Reduced |
| Modera Wealth Management, LLC | 17,594 | $2.65M | 0.14% | +301+1.7% | Added |
| Smithbridge Asset Management Inc | 17,569 | $2.64M | 0.88% | +720+4.3% | Added |
| Trustco Bank Corp N Y | 17,509 | $2.63M | 2.45% | −21−0.1% | Reduced |
| Lincoln Capital LLC | 17,470 | $2.63M | 0.71% | +3,171+22.2% | Added |
| Cornerstone Wealth Management, LLC | 17,469 | $2.63M | 0.28% | +9,117+109.2% | Added |
| Empirical Finance, LLC | 17,418 | $2.62M | 0.39% | +994+6.1% | Added |
| Meridian Wealth Management, LLC | 17,358 | $2.61M | 0.32% | +426+2.5% | Added |
| Wealth Alliance | 17,354 | $2.61M | 0.59% | −184−1.0% | Reduced |
| Studio Investment Management LLC | 17,313 | $2.60M | 1.12% | +17,313 | New |
| S.E.E.D. Planning Group LLC | 17,308 | $2.60M | 1.23% | −905−5.0% | Reduced |
| ARS Investment Partners, LLC | 17,302 | $2.60M | 0.26% | −161−0.9% | Reduced |
| Moseley Investment Management Inc | 17,233 | $2.60M | 1.30% | +310+1.8% | Added |
| Patton Albertson Miller Group, LLC | 17,125 | $2.58M | 0.49% | +9,812+134.2% | Added |
| Thompson Siegel & Walmsley LLC | 17,118 | $2.58M | 0.04% | −25−0.1% | Reduced |
| Citadel Investment Advisory, Inc. | 17,103 | $2.57M | 1.59% | −25−0.1% | Reduced |
| Amussen Hunsaker Associates LLC | 16,919 | $2.55M | 0.70% | +899+5.6% | Added |
| Marino, Stram & Associates LLC | 16,926 | $2.55M | 0.88% | −1,597−8.6% | Reduced |
| TBH Global Asset Management, LLC | 16,894 | $2.54M | 0.59% | +16,894 | New |
| First Hawaiian Bank | 16,841 | $2.53M | 0.10% | −1,009−5.7% | Reduced |
| Eads & Heald Wealth Management | 16,825 | $2.53M | 1.22% | +251+1.5% | Added |
| Delta Financial Advisors LLC | 16,764 | $2.52M | 1.12% | −65−0.4% | Reduced |
| Hengehold Capital Management LLC | 16,752 | $2.52M | 0.33% | +335+2.0% | Added |
| Verdence Capital Advisors LLC | 16,713 | $2.51M | 0.33% | −752−4.3% | Reduced |
| Capital Asset Advisory Services LLC | 16,674 | $2.51M | 0.28% | −669−3.9% | Reduced |
| Capula Management Ltd | 16,647 | $2.50M | 0.19% | −421−2.5% | Reduced |
| Cumberland Partners Ltd | 16,612 | $2.50M | 0.20% | +7,225+77.0% | Added |
| Ami Investment Management Inc | 16,580 | $2.49M | 1.07% | 00.0% | Unchanged |
| Allworth Financial LP | 16,550 | $2.49M | 0.04% | +2,698+19.5% | Added |
| Keystone Financial Group | 16,464 | $2.48M | 0.45% | +38+0.2% | Added |
| First Foundation Advisors | 16,400 | $2.47M | 0.09% | +2,405+17.2% | Added |
| Vident Investment Advisory, LLC | 16,333 | $2.46M | 0.07% | +1,082+7.1% | Added |
| Inlet Private Wealth, LLC | 16,306 | $2.45M | 0.66% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 16,267 | $2.45M | 0.09% | +1,676+11.5% | Added |
| TFG Advisers LLC | 16,201 | $2.44M | 1.18% | +32+0.2% | Added |