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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 9,163 | $1.38M | 0.15% | +88+1.0% | Added |
| OPSEU Pension Plan Trust Fund | 9,111 | $1.38M | 0.35% | −224−2.4% | Reduced |
| JBJ Investment Partners, LLC | 9,145 | $1.38M | 0.29% | 00.0% | Unchanged |
| Sciencast Management LP | 8,792 | $1.38M | 0.39% | +8,792 | New |
| ARGI Investment Services, LLC | 9,119 | $1.37M | 0.04% | +804+9.7% | Added |
| Red Cedar Capital, LLC | 9,065 | $1.36M | 0.84% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 9,060 | $1.36M | 0.94% | +255+2.9% | Added |
| Jackson Square Capital, LLC | 9,054 | $1.36M | 0.44% | +776+9.4% | Added |
| JT Stratford LLC | 9,045 | $1.36M | 0.42% | −1,913−17.5% | Reduced |
| Americana Partners, LLC | 9,048 | $1.36M | 0.33% | +9,048 | New |
| Page Arthur B | 9,037 | $1.36M | 1.01% | −400−4.2% | Reduced |
| Intersect Capital LLC | 9,030 | $1.36M | 0.23% | −543−5.7% | Reduced |
| Blue Fin Capital, Inc. | 9,017 | $1.36M | 0.41% | −60−0.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 9,014 | $1.36M | 0.10% | +135+1.5% | Added |
| Summit X, LLC | 8,928 | $1.34M | 0.34% | −20−0.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 8,926 | $1.34M | 0.50% | +192+2.2% | Added |
| S.A. Mason LLC | 8,877 | $1.33M | 0.88% | +592+7.1% | Added |
| Monterey Private Wealth, Inc. | 8,832 | $1.33M | 0.75% | +89+1.0% | Added |
| Beaumont Asset Management, L.L.C. | 8,855 | $1.33M | 0.99% | +136+1.6% | Added |
| Staley Capital Advisers Inc | 8,821 | $1.33M | 0.07% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 8,809 | $1.32M | 0.37% | +302+3.6% | Added |
| Foster & Motley Inc | 8,788 | $1.32M | 0.11% | −2,599−22.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,782 | $1.32M | 0.60% | +8,782 | New |
| Legacy Wealth Management, LLC | 8,777 | $1.32M | 0.71% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 8,767 | $1.32M | 0.15% | +1,149+15.1% | Added |
| Seelaus Asset Management LLC | 8,750 | $1.32M | 0.77% | 00.0% | Unchanged |
| Accredited Investors Inc. | 8,740 | $1.31M | 0.14% | +96+1.1% | Added |
| Balentine LLC | 8,706 | $1.31M | 0.05% | +989+12.8% | Added |
| Oakworth Capital, Inc. | 8,697 | $1.31M | 0.13% | −575−6.2% | Reduced |
| Hilltop Holdings Inc. | 8,691 | $1.31M | 0.14% | +778+9.8% | Added |
| BBR Partners, LLC | 8,676 | $1.30M | 0.11% | −476−5.2% | Reduced |
| InTrack Investment Management Inc | 8,081 | $1.30M | 0.95% | −40.0% | Reduced |
| Longfellow Investment Management Co LLC | 8,645 | $1.30M | 0.21% | 00.0% | Unchanged |
| NVWM, LLC | 8,654 | $1.30M | 0.47% | +1,319+18.0% | Added |
| Wrapmanager Inc | 8,642 | $1.30M | 0.34% | −167−1.9% | Reduced |
| WNY Asset Management, LLC | 8,602 | $1.29M | 0.45% | +52+0.6% | Added |
| Davidson Capital Management Inc. | 8,600 | $1.29M | 0.65% | +253+3.0% | Added |
| Pantheon Investment Group, LLC | 8,553 | $1.29M | 1.11% | −495−5.5% | Reduced |
| Orleans Capital Management Corp | 8,583 | $1.29M | 0.82% | −100−1.2% | Reduced |
| Round Rock Advisors, LLC | 8,554 | $1.29M | 0.95% | −1,107−11.5% | Reduced |
| Northern Oak Wealth Management Inc | 8,554 | $1.29M | 0.16% | −15−0.2% | Reduced |
| Hoylecohen, LLC | 8,551 | $1.29M | 0.12% | −91−1.1% | Reduced |
| Edge Capital Group, LLC | 8,548 | $1.29M | 0.10% | +103+1.2% | Added |
| Aberdeen Wealth Management LLC | 8,543 | $1.28M | 1.24% | −99−1.1% | Reduced |
| Aviance Capital Partners, LLC | 8,543 | $1.28M | 0.23% | −30.0% | Reduced |
| Intellectus Partners, LLC | 8,538 | $1.28M | 0.31% | −42−0.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,524 | $1.28M | 0.20% | +61+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,516 | $1.28M | 0.07% | −16−0.2% | Reduced |
| Resource Management, LLC | 8,515 | $1.28M | 0.15% | +300+3.7% | Added |
| Vigilare Wealth Management | 8,516 | $1.28M | 0.79% | +751+9.7% | Added |
| Clean Yield Group | 8,507 | $1.28M | 0.45% | +608+7.7% | Added |
| Great Diamond Partners, LLC | 8,482 | $1.27M | 0.35% | +17+0.2% | Added |
| True North Advisors, LLC | 8,467 | $1.27M | 0.25% | +1,167+16.0% | Added |
| CoreFirst Bank & Trust | 8,413 | $1.26M | 0.88% | −679−7.5% | Reduced |
| Ziegler Capital Management, LLC | 8,389 | $1.26M | 0.05% | −690−7.6% | Reduced |
| Nwam LLC | 8,369 | $1.26M | 0.11% | +41+0.5% | Added |
| Archford Capital Strategies, LLC | 8,354 | $1.26M | 0.30% | +713+9.3% | Added |
| San Luis Wealth Advisors LLC | 8,355 | $1.26M | 0.70% | +8,355 | New |
| McNamara Financial Services, Inc. | 8,331 | $1.25M | 0.34% | +54+0.7% | Added |
| Davidson Trust Co | 8,288 | $1.25M | 0.95% | −78−0.9% | Reduced |
| Greytown Advisors Inc. | 8,279 | $1.25M | 0.55% | +1,050+14.5% | Added |
| Washington Trust Bank | 8,241 | $1.24M | 0.14% | +1,527+22.7% | Added |
| Capital International Inc | 8,230 | $1.24M | 0.01% | −119−1.4% | Reduced |
| Sargent Investment Group, LLC | 8,197 | $1.23M | 0.30% | −270−3.2% | Reduced |
| DF Dent & Co Inc | 8,198 | $1.23M | 0.01% | 00.0% | Unchanged |
| Ferris Capital, LLC | 7,566 | $1.23M | 0.26% | +7,566 | New |
| Visionary Wealth Advisors | 8,178 | $1.23M | 0.13% | −824−9.2% | Reduced |
| Mutual Advisors, LLC | 8,181 | $1.23M | 0.07% | +22+0.3% | Added |
| Madden Securities Corp | 8,169 | $1.23M | 0.67% | −2,375−22.5% | Reduced |
| Humankind Investments LLC | 8,164 | $1.23M | 0.56% | +2,176+36.3% | Added |
| Arcadia Investment Management Corp | 8,152 | $1.23M | 0.23% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 8,145 | $1.23M | 0.29% | +139+1.7% | Added |
| Intrua Financial, LLC | 7,624 | $1.23M | 0.23% | +1,407+22.6% | Added |
| Sage Mountain Advisors LLC | 8,145 | $1.23M | 0.18% | +2,491+44.1% | Added |
| Quantitative Investment Management, LLC | 8,151 | $1.23M | 0.11% | +8,151 | New |
| Glassman Wealth Services | 8,141 | $1.22M | 0.26% | +104+1.3% | Added |
| Echo Street Capital Management LLC | 8,131 | $1.22M | 0.01% | +6,123+304.9% | Added |
| Atom Investors LP | 8,131 | $1.22M | 0.24% | +8,131 | New |
| Smith Anglin Financial, LLC | 8,116 | $1.22M | 0.24% | +148+1.9% | Added |
| Meitav Dash Investments Ltd | 8,182 | $1.22M | 0.02% | +1,225+17.6% | Added |
| Founders Financial Alliance, LLC | 8,083 | $1.22M | 0.57% | +362+4.7% | Added |
| Ashton Thomas Private Wealth, LLC | 8,084 | $1.22M | 0.18% | +185+2.3% | Added |
| International Assets Investment Management, LLC | 31,896 | $1.22M | 0.22% | −126−0.4% | Reduced |
| Nicolet Bankshares Inc | 8,040 | $1.21M | 0.31% | +423+5.6% | Added |
| StoneX Group Inc. | 8,015 | $1.21M | 0.17% | −767−8.7% | Reduced |
| Edge Wealth Management LLC | 8,003 | $1.20M | 0.23% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,992 | $1.20M | 0.18% | +41+0.5% | Added |
| Global Financial Private Client, LLC | 7,961 | $1.20M | 0.62% | +126+1.6% | Added |
| Gratus Capital LLC | 7,933 | $1.19M | 0.13% | +203+2.6% | Added |
| Markston International LLC | 7,843 | $1.18M | 1.10% | −5,356−40.6% | Reduced |
| Arden Trust Co | 7,831 | $1.18M | 0.20% | −1,141−12.7% | Reduced |
| Timber Creek Capital Management LLC | 7,837 | $1.18M | 0.37% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 7,765 | $1.17M | 0.15% | +787+11.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 7,755 | $1.17M | 0.12% | −60−0.8% | Reduced |
| Charles Schwab Trust Co | 7,749 | $1.17M | 0.23% | +166+2.2% | Added |
| Madison Wealth Management | 7,743 | $1.17M | 0.25% | +71+0.9% | Added |
| Old Port Advisors | 7,488 | $1.16M | 0.42% | −255−3.3% | Reduced |
| Orrstown Financial Services Inc | 7,704 | $1.16M | 1.83% | −905−10.5% | Reduced |
| Doliver Advisors, LP | 7,661 | $1.15M | 0.39% | +816+11.9% | Added |
| IVC Wealth Advisors LLC | 7,654 | $1.15M | 0.79% | +133+1.8% | Added |