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 |
|---|---|---|---|---|---|
| Regent Investment Management LLC | 13,579 | $2.04M | 0.49% | −450−3.2% | Reduced |
| Leisure Capital Management | 13,541 | $2.04M | 1.10% | +154+1.2% | Added |
| Gries Financial LLC | 13,456 | $2.02M | 0.64% | −847−5.9% | Reduced |
| AdvisorNet Financial, Inc | 13,432 | $2.02M | 0.14% | +257+2.0% | Added |
| Westover Capital Advisors, LLC | 13,421 | $2.02M | 0.63% | −190−1.4% | Reduced |
| Stonebridge Capital Advisors LLC | 13,414 | $2.02M | 0.25% | −145−1.1% | Reduced |
| Aspen Investment Management Inc | 13,394 | $2.02M | 1.07% | +1,227+10.1% | Added |
| Bedel Financial Consulting, Inc. | 13,377 | $2.01M | 0.69% | −8−0.1% | Reduced |
| Dividend Assets Capital, LLC | 13,351 | $2.01M | 0.40% | −767−5.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 13,317 | $2.00M | 0.05% | +2,907+27.9% | Added |
| Ossiam | 13,302 | $2.00M | 0.06% | −173,483−92.9% | Reduced |
| Evermay Wealth Management LLC | 13,282 | $2.00M | 0.39% | −825−5.8% | Reduced |
| Summit Financial Group Inc | 13,271 | $2.00M | 0.72% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 13,263 | $2.00M | 1.04% | −769−5.5% | Reduced |
| Cypress Capital Management LLC | 13,450 | $1.99M | 0.26% | 00.0% | Unchanged |
| WBI Investments | 13,115 | $1.97M | 0.33% | +13,115 | New |
| Tandem Capital Management Corp | 13,040 | $1.96M | 1.23% | 00.0% | Unchanged |
| Guardian Investment Management | 13,039 | $1.96M | 1.45% | −4,491−25.6% | Reduced |
| MidWestOne Financial Group, Inc. | 13,004 | $1.96M | 0.46% | +1,132+9.5% | Added |
| CFS Investment Advisory Services, LLC | 13,003 | $1.96M | 0.27% | +13,003 | New |
| Gifford Fong Associates | 13,000 | $1.96M | 0.38% | 00.0% | Unchanged |
| CPWM, LLC | 12,986 | $1.95M | 0.18% | −51−0.4% | Reduced |
| LSV Asset Management | 12,903 | $1.94M | 0.00% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 12,890 | $1.94M | 0.79% | +10,110+363.7% | Added |
| Lantz Financial LLC | 12,873 | $1.94M | 0.99% | +136+1.1% | Added |
| Argus Investors' Counsel, Inc. | 12,860 | $1.93M | 1.26% | −11,250−46.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,902 | $1.93M | 0.78% | −159−1.3% | Reduced |
| Lake Street Advisors Group, LLC | 12,777 | $1.92M | 0.21% | +4,940+63.0% | Added |
| Kavar Capital Partners Group, LLC | 12,747 | $1.92M | 0.44% | +2,503+24.4% | Added |
| Checchi Capital Advisers, LLC | 12,734 | $1.92M | 0.24% | −72−0.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,469 | $1.91M | 0.12% | +1,606+13.5% | Added |
| Atwood & Palmer Inc | 12,688 | $1.91M | 0.17% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 12,665 | $1.91M | 0.39% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 12,646 | $1.90M | 0.74% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12,588 | $1.89M | 0.20% | −262−2.0% | Reduced |
| Enterprise Trust & Investment Co | 12,587 | $1.89M | 0.77% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,513 | $1.88M | 0.35% | +726+6.2% | Added |
| Bennicas & Associates, Inc. | 12,485 | $1.88M | 1.06% | −475−3.7% | Reduced |
| Interchange Capital Partners, LLC | 12,423 | $1.87M | 3.12% | −30−0.2% | Reduced |
| American National Bank | 12,417 | $1.87M | 0.41% | +371+3.1% | Added |
| Arlington Partners LLC | 12,416 | $1.87M | 0.54% | +966+8.4% | Added |
| Private Harbour Investment Management & Counsel, LLC | 12,363 | $1.86M | 1.64% | −100−0.8% | Reduced |
| Legacy Financial Strategies, LLC | 12,322 | $1.85M | 0.87% | +529+4.5% | Added |
| Taylor Hoffman Wealth Management | 12,222 | $1.84M | 0.79% | −69−0.6% | Reduced |
| Ashfield Capital Partners, LLC | 12,244 | $1.84M | 0.13% | −189−1.5% | Reduced |
| Oarsman Capital, Inc. | 12,242 | $1.84M | 0.75% | +81+0.7% | Added |
| PKO Investment Management Joint-Stock Co | 12,230 | $1.84M | 0.22% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 12,203 | $1.84M | 1.57% | +30.0% | Added |
| EPG Wealth Management LLC | 12,208 | $1.84M | 0.74% | +530+4.5% | Added |
| First Bank & Trust | 12,194 | $1.83M | 0.84% | +218+1.8% | Added |
| Pendal Group Limited | 12,168 | $1.83M | 0.02% | +7,742+174.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 12,157 | $1.83M | 1.38% | −82−0.7% | Reduced |
| Insight Wealth Strategies, LLC | 12,148 | $1.83M | 0.26% | +366+3.1% | Added |
| StrongBox Wealth, LLC | 12,133 | $1.82M | 1.02% | +326+2.8% | Added |
| Platform Technology Partners | 12,116 | $1.82M | 0.83% | −1,371−10.2% | Reduced |
| Mairs & Power Inc | 12,100 | $1.82M | 0.02% | +252+2.1% | Added |
| Octavia Wealth Advisors, LLC | 12,042 | $1.81M | 0.46% | +148+1.2% | Added |
| Robertson Stephens Wealth Management, LLC | 12,055 | $1.81M | 0.21% | −834−6.5% | Reduced |
| Tiedemann Advisors, LLC | 12,048 | $1.81M | 0.10% | −7,590−38.6% | Reduced |
| Allen Capital Group, LLC | 12,043 | $1.81M | 0.37% | −5,406−31.0% | Reduced |
| Sawtooth Solutions, LLC | 12,040 | $1.81M | 0.28% | +2,159+21.9% | Added |
| Cypress Capital, LLC | 12,023 | $1.81M | 0.23% | +1,730+16.8% | Added |
| Founders Capital Management | 11,981 | $1.80M | 1.24% | −6,465−35.0% | Reduced |
| Providence Wealth Advisors, LLC | 11,961 | $1.80M | 1.25% | −50−0.4% | Reduced |
| Canton Hathaway, LLC | 11,942 | $1.80M | 0.52% | +491+4.3% | Added |
| Poehling Capital Management, LLC | 11,936 | $1.79M | 0.61% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 11,903 | $1.79M | 0.19% | −2,623−18.1% | Reduced |
| Sentry Investment Management LLC | 11,872 | $1.79M | 0.52% | −2,783−19.0% | Reduced |
| Flagship Harbor Advisors, LLC | 12,035 | $1.78M | 0.19% | 00.0% | Unchanged |
| West Branch Capital LLC | 11,842 | $1.78M | 0.86% | +55+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 11,840 | $1.78M | 0.16% | +1,451+14.0% | Added |
| McRae Capital Management Inc | 11,831 | $1.78M | 0.39% | −50−0.4% | Reduced |
| American National Registered Investment Advisor, Inc. | 11,788 | $1.77M | 0.64% | −43−0.4% | Reduced |
| Asset Advisors Investment Management, LLC | 11,760 | $1.77M | 0.20% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,761 | $1.77M | 0.00% | +11,761 | New |
| Windsor Group LTD | 11,684 | $1.76M | 0.37% | −10−0.1% | Reduced |
| Security National Bank of Sioux City Iowa | 11,678 | $1.76M | 1.35% | −1,604−12.1% | Reduced |
| Trustcore Financial Services, LLC | 11,623 | $1.75M | 0.17% | +808+7.5% | Added |
| Monarch Capital Management Inc | 11,613 | $1.75M | 0.49% | +1,531+15.2% | Added |
| Chilton Capital Management LLC | 11,551 | $1.74M | 0.10% | −548−4.5% | Reduced |
| Detalus Advisors, LLC | 11,538 | $1.74M | 0.88% | −276−2.3% | Reduced |
| Financial Partners Capital Management LLC | 11,485 | $1.73M | 0.32% | −25−0.2% | Reduced |
| Bar Harbor Trust Services | 11,459 | $1.72M | 0.54% | −36−0.3% | Reduced |
| Red Door Wealth Management, LLC | 11,441 | $1.72M | 0.66% | +1,504+15.1% | Added |
| Davis-Rea Ltd. | 11,414 | $1.72M | 0.84% | −390−3.3% | Reduced |
| Indiana Trust & Investment Management CO | 11,407 | $1.72M | 0.86% | −1,349−10.6% | Reduced |
| Tower View Investment Management & Research LLC | 11,402 | $1.72M | 0.95% | −390−3.3% | Reduced |
| Means Investment Co., Inc. | 11,400 | $1.72M | 0.34% | +19+0.2% | Added |
| Wealthsource Partners, LLC | 11,386 | $1.71M | 0.15% | +868+8.3% | Added |
| Manchester Capital Management LLC | 11,376 | $1.71M | 0.23% | +632+5.9% | Added |
| Relyea Zuckerberg Hanson LLC | 11,366 | $1.71M | 0.66% | +327+3.0% | Added |
| RKL Wealth Management LLC | 11,362 | $1.71M | 0.22% | +119+1.1% | Added |
| Tectonic Advisors LLC | 11,345 | $1.71M | 0.33% | +854+8.1% | Added |
| DAGCO, Inc. | 11,330 | $1.70M | 0.73% | −433−3.7% | Reduced |
| Berkshire Bank | 11,282 | $1.70M | 0.41% | −100−0.9% | Reduced |
| Crawford Investment Counsel Inc | 11,262 | $1.69M | 0.03% | −57−0.5% | Reduced |
| Acropolis Investment Management, LLC | 11,716 | $1.69M | 0.20% | +492+4.4% | Added |
| Occudo Quantitative Strategies LP | 11,260 | $1.69M | 0.20% | +7,121+172.0% | Added |
| Wintrust Investments LLC | 11,253 | $1.69M | 0.23% | −331−2.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 11,248 | $1.69M | 0.56% | −3,250−22.4% | Reduced |