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, Q4 2021
Institutional positions in PepsiCo Inc as of Dec 31, 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
- 3,040
- +341 vs. Q3 2021
- Shares held
- 1.00B
- +9.57M (+1.0%) vs. Q3 2021
- Total value
- $174.1B
- +$24.6B (+16.5%) vs. Q3 2021
- New holders
- 435
- 1,135 more added
- Sold out
- 94
- 1,097 more reduced
42 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edge Wealth Management LLC | 7,983 | $1.39M | 0.25% | −20−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 8,355 | $1.39M | 0.10% | −167−2.0% | Reduced |
| Meitav Dash Investments Ltd | 8,182 | $1.39M | 0.02% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 8,029 | $1.40M | 2.05% | −1,212−13.1% | Reduced |
| Nicolet Bankshares Inc | 8,055 | $1.40M | 0.31% | +15+0.2% | Added |
| Davidson Trust Co | 8,063 | $1.40M | 0.96% | −225−2.7% | Reduced |
| AXS Investments LLC | 8,076 | $1.40M | 0.33% | +8,076 | New |
| Segment Wealth Management, LLC | 8,086 | $1.41M | 0.15% | +1,803+28.7% | Added |
| Wall Street Access Asset Management, LLC | 9,801 | $1.41M | 0.75% | −1,098−10.1% | Reduced |
| Main Street Financial Solutions, LLC | 8,112 | $1.41M | 0.20% | +930+12.9% | Added |
| Lake Street Financial LLC | 8,128 | $1.41M | 0.25% | +3,047+60.0% | Added |
| Charles Schwab Trust Co | 8,155 | $1.42M | 0.23% | +406+5.2% | Added |
| Winton Group Ltd | 8,194 | $1.42M | 0.09% | −12,723−60.8% | Reduced |
| NTB Financial Corp | 8,231 | $1.43M | 1.00% | +8,231 | New |
| Jmac Enterprises LLC | 8,330 | $1.43M | 0.34% | +8,330 | New |
| Quent Capital, LLC | 8,244 | $1.43M | 0.30% | +8,244 | New |
| Knuff & Co LLC | 8,253 | $1.43M | 0.44% | −1,754−17.5% | Reduced |
| Perigon Wealth Management, LLC | 8,263 | $1.44M | 0.10% | +887+12.0% | Added |
| Blueprint Investment Partners LLC | 8,267 | $1.44M | 0.35% | +2,422+41.4% | Added |
| DF Dent & Co Inc | 8,273 | $1.44M | 0.01% | +75+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 8,288 | $1.44M | 0.40% | +1,846+28.7% | Added |
| Monterey Private Wealth, Inc. | 8,307 | $1.44M | 0.71% | −525−5.9% | Reduced |
| McNamara Financial Services, Inc. | 8,331 | $1.45M | 0.38% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 8,378 | $1.46M | 0.85% | +8,378 | New |
| Credit Agricole S A | 8,385 | $1.46M | 0.05% | −901−9.7% | Reduced |
| CoreFirst Bank & Trust | 8,383 | $1.46M | 0.94% | −30−0.4% | Reduced |
| MBB Public Markets I LLC | 8,386 | $1.46M | 0.03% | +8,386 | New |
| Lederer & Associates Investment Counsel | 8,396 | $1.46M | 0.85% | +863+11.5% | Added |
| Edge Capital Group, LLC | 8,408 | $1.46M | 0.10% | −140−1.6% | Reduced |
| Visionary Wealth Advisors | 8,410 | $1.46M | 0.12% | +232+2.8% | Added |
| Clark Capital Management Group, Inc. | 8,429 | $1.46M | 0.02% | +1,370+19.4% | Added |
| Ausdal Financial Partners, Inc. | 8,435 | $1.47M | 0.20% | +443+5.5% | Added |
| Clean Yield Group | 8,437 | $1.47M | 0.49% | −70−0.8% | Reduced |
| Arcadia Investment Management Corp | 8,446 | $1.47M | 0.25% | +294+3.6% | Added |
| Archford Capital Strategies, LLC | 8,468 | $1.47M | 0.34% | +114+1.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,484 | $1.47M | 0.55% | −298−3.4% | Reduced |
| SRB Corp | 8,495 | $1.48M | 0.08% | −2,384−21.9% | Reduced |
| Resource Management, LLC | 8,515 | $1.48M | 0.15% | 00.0% | Unchanged |
| True North Advisors, LLC | 8,516 | $1.48M | 0.25% | +49+0.6% | Added |
| InTrack Investment Management Inc | 8,529 | $1.48M | 1.02% | +448+5.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,531 | $1.48M | 0.21% | +7+0.1% | Added |
| Aviance Capital Partners, LLC | 8,543 | $1.48M | 0.25% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 8,554 | $1.49M | 0.17% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 8,563 | $1.49M | 0.27% | +8,563 | New |
| Orleans Capital Management Corp | 8,583 | $1.49M | 0.85% | 00.0% | Unchanged |
| Foster & Motley Inc | 8,587 | $1.49M | 0.12% | −201−2.3% | Reduced |
| Cubist Systematic Strategies, LLC | 8,592 | $1.49M | 0.01% | −40,917−82.6% | Reduced |
| WNY Asset Management, LLC | 8,602 | $1.49M | 0.44% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 8,614 | $1.50M | 0.98% | +71+0.8% | Added |
| Davidson Capital Management Inc. | 8,624 | $1.50M | 0.82% | +24+0.3% | Added |
| Oakworth Capital, Inc. | 8,631 | $1.50M | 0.13% | −66−0.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 8,664 | $1.50M | 0.09% | −350−3.9% | Reduced |
| SkyView Investment Advisors, LLC | 17,397 | $1.51M | 0.34% | +10,837+165.2% | Added |
| Blackhawk Capital Partners LLC. | 8,686 | $1.51M | 0.91% | −776−8.2% | Reduced |
| Madison Wealth Management | 8,704 | $1.51M | 0.30% | +961+12.4% | Added |
| Cullen Capital Management LLC | 8,705 | $1.51M | 0.01% | +3,460+66.0% | Added |
| Pine Haven Investment Counsel, Inc | 8,709 | $1.51M | 1.41% | +8,709 | New |
| Seelaus Asset Management LLC | 8,750 | $1.52M | 0.83% | 00.0% | Unchanged |
| NVWM, LLC | 8,693 | $1.52M | 0.47% | +39+0.5% | Added |
| Hilltop Holdings Inc. | 8,761 | $1.52M | 0.16% | +70+0.8% | Added |
| Founders Financial Alliance, LLC | 8,777 | $1.52M | 0.61% | +694+8.6% | Added |
| Mount Yale Investment Advisors, LLC | 8,785 | $1.53M | 0.16% | +18+0.2% | Added |
| Hoylecohen, LLC | 8,789 | $1.53M | 0.13% | +238+2.8% | Added |
| Legacy Wealth Management, LLC | 8,791 | $1.53M | 0.78% | +14+0.2% | Added |
| Humankind Investments LLC | 8,804 | $1.53M | 0.62% | +640+7.8% | Added |
| Staley Capital Advisers Inc | 8,821 | $1.53M | 0.07% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 8,819 | $1.53M | 0.43% | +3,031+52.4% | Added |
| Mosaic Family Wealth, LLC | 8,824 | $1.53M | 0.40% | +15+0.2% | Added |
| Oxbow Advisors, LLC | 8,840 | $1.54M | 0.15% | −820−8.5% | Reduced |
| Washington Trust Bank | 8,850 | $1.54M | 0.15% | +609+7.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,856 | $1.54M | 0.08% | +340+4.0% | Added |
| S.A. Mason LLC | 8,880 | $1.54M | 0.93% | +30.0% | Added |
| Vigilare Wealth Management | 8,881 | $1.54M | 0.91% | +365+4.3% | Added |
| Fort, L.P. | 8,929 | $1.55M | 0.50% | −630−6.6% | Reduced |
| David Loasby | 8,945 | $1.55M | 0.19% | −507−5.4% | Reduced |
| Page Arthur B | 8,982 | $1.56M | 1.07% | −55−0.6% | Reduced |
| Global Financial Private Client, LLC | 8,995 | $1.56M | 0.76% | +1,034+13.0% | Added |
| Jackson Square Capital, LLC | 9,014 | $1.57M | 0.45% | −40−0.4% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 9,019 | $1.57M | 0.90% | +9,019 | New |
| Summit X, LLC | 9,038 | $1.57M | 0.37% | +110+1.2% | Added |
| Richard P Slaughter Associates Inc | 9,053 | $1.57M | 0.56% | −580−6.0% | Reduced |
| Blue Fin Capital, Inc. | 9,054 | $1.57M | 0.44% | +37+0.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,062 | $1.57M | 0.55% | +136+1.5% | Added |
| Red Cedar Capital, LLC | 9,065 | $1.57M | 0.90% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 9,084 | $1.58M | 0.06% | +695+8.3% | Added |
| West Family Investments, Inc. | 9,161 | $1.59M | 0.45% | −462−4.8% | Reduced |
| Round Rock Advisors, LLC | 9,157 | $1.59M | 0.70% | +603+7.0% | Added |
| Beaumont Asset Management, L.L.C. | 9,189 | $1.60M | 1.06% | +334+3.8% | Added |
| First Bank & Trust | 9,193 | $1.60M | 0.67% | −3,001−24.6% | Reduced |
| Greatmark Investment Partners, Inc. | 9,193 | $1.60M | 0.27% | −300−3.2% | Reduced |
| Mutual Advisors, LLC | 9,203 | $1.60M | 0.08% | +1,022+12.5% | Added |
| Birch Capital Management, LLC | 9,280 | $1.61M | 0.97% | 00.0% | Unchanged |
| Advisor Resource Council | 9,281 | $1.61M | 0.13% | +7,635+463.9% | Added |
| BBR Partners, LLC | 9,285 | $1.61M | 0.19% | +609+7.0% | Added |
| Bank of Nova Scotia Trust Co | 9,286 | $1.61M | 0.14% | +2,375+34.4% | Added |
| OPSEU Pension Plan Trust Fund | 9,303 | $1.61M | 0.37% | +192+2.1% | Added |
| Schrum Private Wealth Management LLC | 9,324 | $1.62M | 1.47% | +9,324 | New |
| Wellington Shields & Co., LLC | 9,368 | $1.63M | 0.32% | +98+1.1% | Added |
| Burleson & Company, LLC | 9,373 | $1.63M | 0.24% | +20.0% | Added |
| Alhambra Investment Partners LLC | 9,375 | $1.63M | 1.14% | +26+0.3% | Added |