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
- +340 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
- 95
- 1,097 more reduced
41 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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| First United Bank Trust | 15,827 | $2.75M | 1.02% | −20−0.1% | Reduced |
| Plimoth Trust Co LLC | 15,850 | $2.75M | 0.70% | −3,099−16.4% | Reduced |
| TFG Advisers LLC | 15,944 | $2.77M | 1.21% | −257−1.6% | Reduced |
| Autus Asset Management, LLC | 15,964 | $2.77M | 0.28% | +622+4.1% | Added |
| Fieldpoint Private Securities, LLC | 16,000 | $2.78M | 0.54% | +265+1.7% | Added |
| E Fund Management Co., Ltd. | 16,052 | $2.79M | 0.10% | −70−0.4% | Reduced |
| Regal Investment Advisors LLC | 16,081 | $2.79M | 0.25% | +302+1.9% | Added |
| Valmark Advisers, Inc. | 16,105 | $2.80M | 0.05% | +94+0.6% | Added |
| We Are One Seven, LLC | 16,105 | $2.80M | 0.29% | +6,402+66.0% | Added |
| Ameritas Advisory Services, LLC | 16,113 | $2.80M | 0.10% | +16,113 | New |
| Virginia Wealth Management Group, Inc. | 16,169 | $2.81M | 2.53% | +16,169 | New |
| USA Financial Portformulas Corp | 16,230 | $2.82M | 2.42% | +8,797+118.4% | Added |
| Aries Wealth Management | 16,249 | $2.82M | 1.08% | +279+1.7% | Added |
| Northstar Asset Management LLC | 16,262 | $2.83M | 0.66% | +75+0.5% | Added |
| Phraction Management LLC | 16,266 | $2.83M | 1.71% | +16,266 | New |
| Inlet Private Wealth, LLC | 16,306 | $2.83M | 0.69% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 16,386 | $2.85M | 0.28% | +8,302+102.7% | Added |
| Synergy Financial Management, LLC | 16,387 | $2.85M | 0.68% | +1,255+8.3% | Added |
| Keystone Financial Group | 16,449 | $2.86M | 0.47% | −15−0.1% | Reduced |
| Ami Investment Management Inc | 16,514 | $2.87M | 1.18% | −66−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 16,515 | $2.87M | 0.10% | +248+1.5% | Added |
| Seven Eight Capital, LP | 16,517 | $2.87M | 0.51% | +16,517 | New |
| Capital Asset Advisory Services LLC | 16,424 | $2.87M | 0.30% | −250−1.5% | Reduced |
| S.E.E.D. Planning Group LLC | 16,577 | $2.88M | 1.25% | −731−4.2% | Reduced |
| Vident Investment Advisory, LLC | 16,579 | $2.88M | 0.07% | +246+1.5% | Added |
| First Foundation Advisors | 16,645 | $2.89M | 0.10% | +245+1.5% | Added |
| TBH Global Asset Management, LLC | 16,674 | $2.90M | 0.60% | −220−1.3% | Reduced |
| Basepoint Wealth LLC | 16,706 | $2.90M | 2.84% | +16,706 | New |
| Eads & Heald Wealth Management | 16,716 | $2.90M | 1.26% | −109−0.6% | Reduced |
| Kinloch Capital, LLC | 16,743 | $2.91M | 1.80% | +1,287+8.3% | Added |
| Balasa Dinverno & Foltz LLC | 16,738 | $2.91M | 0.19% | +1,745+11.6% | Added |
| Symmetry Partners, LLC | 16,790 | $2.92M | 0.19% | −2,279−12.0% | Reduced |
| Americana Partners, LLC | 16,831 | $2.92M | 0.53% | +7,783+86.0% | Added |
| Delta Financial Advisors LLC | 16,842 | $2.93M | 1.19% | +78+0.5% | Added |
| CFO4Life Group, LLC | 16,877 | $2.93M | 0.61% | −1,435−7.8% | Reduced |
| Brookmont Capital Management | 16,915 | $2.94M | 1.55% | −740−4.2% | Reduced |
| Moseley Investment Management Inc | 16,941 | $2.94M | 1.34% | −292−1.7% | Reduced |
| Resonant Capital Advisors, LLC | 16,915 | $2.96M | 0.44% | +1,642+10.8% | Added |
| Wade Financial Advisory, Inc | 17,033 | $2.96M | 1.54% | +14,902+699.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,058 | $2.96M | 1.30% | −650−3.7% | Reduced |
| Hengehold Capital Management LLC | 17,090 | $2.97M | 0.37% | +338+2.0% | Added |
| Citadel Investment Advisory, Inc. | 17,103 | $2.97M | 1.74% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 17,205 | $2.99M | 0.12% | +1,007+6.2% | Added |
| ARS Investment Partners, LLC | 17,312 | $3.01M | 0.28% | +10+0.1% | Added |
| Thompson Siegel & Walmsley LLC | 17,308 | $3.01M | 0.04% | +190+1.1% | Added |
| Excalibur Management Corp | 17,324 | $3.01M | 1.21% | −447−2.5% | Reduced |
| AllGen Financial Advisors, Inc. | 17,384 | $3.02M | 2.24% | +9,871+131.4% | Added |
| First Hawaiian Bank | 17,390 | $3.02M | 0.09% | +549+3.3% | Added |
| Cornerstone Wealth Management, LLC | 17,381 | $3.02M | 0.29% | −88−0.5% | Reduced |
| Trustco Bank Corp N Y | 17,442 | $3.03M | 2.65% | −67−0.4% | Reduced |
| Lincoln Capital LLC | 17,470 | $3.04M | 0.75% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 17,493 | $3.04M | 2.20% | +17,493 | New |
| Armstrong Henry H Associates Inc | 17,568 | $3.05M | 0.32% | −170−1.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 17,593 | $3.06M | 0.93% | −116−0.7% | Reduced |
| Pearl River Capital, LLC | 17,745 | $3.08M | 0.83% | +17,745 | New |
| Marino, Stram & Associates LLC | 17,771 | $3.09M | 0.95% | +845+5.0% | Added |
| Allworth Financial LP | 17,769 | $3.09M | 0.04% | +1,219+7.4% | Added |
| Stillwater Investment Management, LLC | 17,776 | $3.09M | 0.76% | +50.0% | Added |
| First Business Financial Services, Inc. | 17,777 | $3.09M | 0.33% | +2,173+13.9% | Added |
| Meridian Wealth Management, LLC | 17,789 | $3.09M | 0.33% | +431+2.5% | Added |
| Amussen Hunsaker Associates LLC | 17,844 | $3.09M | 0.73% | +925+5.5% | Added |
| Ballentine Partners, LLC | 17,850 | $3.10M | 0.09% | +226+1.3% | Added |
| Boston Financial Mangement LLC | 17,883 | $3.11M | 0.11% | −1,026−5.4% | Reduced |
| Gs Investments, Inc. | 17,973 | $3.12M | 1.51% | −18−0.1% | Reduced |
| Wimmer Associates 1, LLC | 18,007 | $3.13M | 1.68% | −70.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 18,047 | $3.13M | 0.70% | −51−0.3% | Reduced |
| Harbour Investment Management LLC | 18,058 | $3.14M | 1.43% | −50−0.3% | Reduced |
| Zions Bancorporation, N.A. | 18,062 | $3.14M | 0.28% | −8,448−31.9% | Reduced |
| Smithbridge Asset Management Inc | 18,083 | $3.14M | 0.96% | +514+2.9% | Added |
| Harbour Investments, Inc. | 18,112 | $3.15M | 0.19% | −18,979−51.2% | Reduced |
| Benedict Financial Advisors Inc | 18,124 | $3.15M | 0.82% | −215−1.2% | Reduced |
| Cordatus Wealth Management LLC | 18,135 | $3.15M | 0.92% | +18,135 | New |
| Strategic Wealth Advisors Group, LLC | 18,198 | $3.15M | 0.15% | +364+2.0% | Added |
| CX Institutional | 18,171 | $3.16M | 0.25% | −1,904−9.5% | Reduced |
| Brighton Jones LLC | 18,188 | $3.16M | 0.15% | +536+3.0% | Added |
| Valley National Advisers Inc | 18,197 | $3.16M | 0.58% | −20−0.1% | Reduced |
| Sowell Financial Services LLC | 18,116 | $3.17M | 0.18% | +466+2.6% | Added |
| ICW Investment Advisors LLC | 18,323 | $3.18M | 1.78% | +437+2.4% | Added |
| Investmark Advisory Group LLC | 18,344 | $3.19M | 2.98% | +18,344 | New |
| Orser Capital Management, LLC | 18,373 | $3.19M | 1.65% | −590−3.1% | Reduced |
| Mission Wealth Management, LP | 18,418 | $3.20M | 0.15% | +442+2.5% | Added |
| Verition Fund Management LLC | 18,448 | $3.20M | 0.04% | +16,167+708.8% | Added |
| Lee Danner & Bass Inc | 18,455 | $3.21M | 0.27% | −40−0.2% | Reduced |
| Bank of Hawaii | 18,472 | $3.21M | 0.17% | −416−2.2% | Reduced |
| S&T Bank | 18,499 | $3.21M | 0.47% | −69−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 18,517 | $3.22M | 1.26% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 18,535 | $3.22M | 0.35% | −462−2.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,614 | $3.23M | 0.06% | −3,471−15.7% | Reduced |
| White Pine Capital LLC | 18,679 | $3.25M | 0.96% | +117+0.6% | Added |
| Oak Associates, Ltd | 18,704 | $3.25M | 0.17% | −2,084−10.0% | Reduced |
| Phoenix Wealth Advisors | 18,717 | $3.25M | 2.45% | −930−4.7% | Reduced |
| Howard Financial Services, Ltd. | 18,726 | $3.25M | 0.99% | −219−1.2% | Reduced |
| Minot Wealth Management LLC | 18,733 | $3.25M | 0.63% | −38−0.2% | Reduced |
| Teza Capital Management LLC | 18,771 | $3.26M | 0.87% | +18,771 | New |
| Baxter Bros Inc | 18,802 | $3.27M | 0.47% | −117−0.6% | Reduced |
| Paradigm Financial Advisors, LLC | 18,837 | $3.27M | 0.72% | −267−1.4% | Reduced |
| Patton Albertson Miller Group, LLC | 18,834 | $3.27M | 0.53% | +1,709+10.0% | Added |
| Advisors Capital Management, LLC | 18,906 | $3.28M | 0.09% | +3,830+25.4% | Added |
| Walter & Keenan Financial Consulting Co | 18,967 | $3.29M | 1.07% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 19,150 | $3.33M | 1.11% | +479+2.6% | Added |