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 |
|---|---|---|---|---|---|
| Security National Bank | 25,955 | $4.51M | 1.02% | −307−1.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 25,960 | $4.51M | 0.32% | +25,960 | New |
| BOK Financial Private Wealth, Inc. | 25,970 | $4.51M | 0.31% | +383+1.5% | Added |
| Edgewood Management LLC | 26,031 | $4.52M | 0.01% | −1,503−5.5% | Reduced |
| Sumitomo Life Insurance Co | 26,082 | $4.53M | 0.11% | −801−3.0% | Reduced |
| Verity & Verity, LLC | 26,252 | $4.56M | 0.65% | +164+0.6% | Added |
| Diamant Asset Management, Inc. | 26,265 | $4.56M | 3.33% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 26,297 | $4.57M | 2.17% | −406−1.5% | Reduced |
| Brick & Kyle, Associates | 26,321 | $4.57M | 2.13% | +456+1.8% | Added |
| Spears Abacus Advisors LLC | 26,379 | $4.58M | 0.31% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 26,572 | $4.62M | 0.82% | −150−0.6% | Reduced |
| Marietta Investment Partners LLC | 26,600 | $4.62M | 0.98% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 26,665 | $4.63M | 0.84% | −1,875−6.6% | Reduced |
| North Star Asset Management Inc | 26,673 | $4.63M | 0.23% | +90.0% | Added |
| Pensionfund Sabic | 26,700 | $4.64M | 0.87% | 00.0% | Unchanged |
| Mark Stevens | 26,708 | $4.64M | 0.49% | −398−1.5% | Reduced |
| Citizens National Bank Trust Department | 26,722 | $4.64M | 1.76% | −12,992−32.7% | Reduced |
| Westhampton Capital, LLC | 26,761 | $4.65M | 2.85% | +110+0.4% | Added |
| Lincoln National Corp | 26,804 | $4.66M | 0.09% | +1,065+4.1% | Added |
| Point72 Hong Kong Ltd | 26,878 | $4.67M | 0.39% | +19,407+259.8% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.68M | 0.97% | 00.0% | Unchanged |
| AMG National Trust Bank | 27,103 | $4.71M | 0.14% | −37−0.1% | Reduced |
| Twin Capital Management Inc | 27,191 | $4.72M | 0.47% | −2,945−9.8% | Reduced |
| Veriti Management LLC | 27,281 | $4.74M | 0.61% | +635+2.4% | Added |
| Beaton Management Co. Inc. | 27,366 | $4.75M | 2.84% | 00.0% | Unchanged |
| GQG Partners LLC | 27,436 | $4.76M | 0.01% | +23,293+562.2% | Added |
| Trinity Legacy Partners, LLC | 27,441 | $4.77M | 1.62% | +334+1.2% | Added |
| Grimes & Company, Inc. | 27,460 | $4.77M | 0.22% | −608−2.2% | Reduced |
| Harbour Capital Advisors, LLC | 27,501 | $4.78M | 1.17% | +320+1.2% | Added |
| Confluence Wealth Services, Inc. | 27,503 | $4.78M | 1.54% | +27,503 | New |
| Essex Financial Services, Inc. | 27,556 | $4.79M | 0.47% | −480−1.7% | Reduced |
| Pathstone Family Office, LLC | 27,584 | $4.80M | 0.12% | −3,227−10.5% | Reduced |
| Hall Capital Management Co Inc | 27,651 | $4.80M | 2.72% | −1,654−5.6% | Reduced |
| Lyell Wealth Management, LP | 27,522 | $4.81M | 0.55% | +597+2.2% | Added |
| Investment Management of Virginia LLC | 27,726 | $4.82M | 0.78% | +1,030+3.9% | Added |
| MD Financial Management Inc. | 27,743 | $4.82M | 0.12% | +4,212+17.9% | Added |
| Baugh & Associates, LLC | 27,781 | $4.83M | 2.67% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 27,791 | $4.83M | 0.31% | +21+0.1% | Added |
| Donaldson Capital Management, LLC | 27,821 | $4.83M | 0.21% | +424+1.5% | Added |
| Columbia Asset Management | 27,900 | $4.85M | 0.99% | −519−1.8% | Reduced |
| Hohimer Wealth Management, LLC | 28,003 | $4.86M | 1.03% | −80.0% | Reduced |
| Capital Analysts, LLC | 28,130 | $4.89M | 0.30% | −955−3.3% | Reduced |
| United Asset Strategies, Inc. | 28,335 | $4.92M | 0.59% | +589+2.1% | Added |
| Bessemer Securities LLC | 28,341 | $4.92M | 1.33% | +4,678+19.8% | Added |
| Savant Capital, LLC | 28,348 | $4.92M | 0.16% | +1,644+6.2% | Added |
| Change Path, LLC | 28,393 | $4.93M | 0.24% | −147−0.5% | Reduced |
| Crestwood Advisors Group LLC | 28,497 | $4.95M | 0.13% | −1,146−3.9% | Reduced |
| WBH Advisory Inc | 28,531 | $4.96M | 0.57% | −296−1.0% | Reduced |
| Morgan Jess S & Co Inc | 28,546 | $4.96M | 3.04% | −560−1.9% | Reduced |
| First PREMIER Bank | 28,553 | $4.96M | 1.28% | 00.0% | Unchanged |
| Kidder Stephen W | 28,577 | $4.96M | 1.51% | −2,800−8.9% | Reduced |
| Rossmore Private Capital | 28,739 | $4.99M | 0.78% | +657+2.3% | Added |
| Exchange Capital Management, Inc. | 28,813 | $5.00M | 0.91% | −294−1.0% | Reduced |
| RNC Capital Management LLC | 28,867 | $5.01M | 0.25% | +1,805+6.7% | Added |
| Valicenti Advisory Services Inc | 28,983 | $5.04M | 1.25% | +275+1.0% | Added |
| Quilter Plc | 29,134 | $5.04M | 0.13% | −47,446−62.0% | Reduced |
| Cardinal Capital Management | 29,032 | $5.04M | 1.00% | −285−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 29,119 | $5.06M | 0.25% | −1,037−3.4% | Reduced |
| Connolly Sarah T. | 29,214 | $5.08M | 2.83% | +4,259+17.1% | Added |
| Choate Investment Advisors | 29,235 | $5.08M | 0.30% | −123−0.4% | Reduced |
| Northwest Investment Counselors, LLC | 29,240 | $5.08M | 1.25% | −63−0.2% | Reduced |
| Pegasus Asset Management, Inc. | 29,308 | $5.09M | 2.09% | +517+1.8% | Added |
| Grace & White Inc | 29,317 | $5.09M | 0.94% | −625−2.1% | Reduced |
| Wealthspire Advisors, LLC | 29,332 | $5.09M | 0.11% | +1,123+4.0% | Added |
| Long Road Investment Counsel, LLC | 29,400 | $5.11M | 2.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 29,430 | $5.11M | 1.06% | +52+0.2% | Added |
| Fruth Investment Management | 29,490 | $5.12M | 1.40% | −100.0% | Reduced |
| HBK Sorce Advisory LLC | 29,499 | $5.13M | 0.26% | −1,142−3.7% | Reduced |
| Koshinski Asset Management, Inc. | 29,516 | $5.13M | 0.41% | −35−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 29,583 | $5.14M | 0.97% | +538+1.9% | Added |
| Compton Capital Management Inc | 29,589 | $5.14M | 1.34% | −720−2.4% | Reduced |
| Arrow Financial Corp | 29,591 | $5.14M | 0.61% | −3,951−11.8% | Reduced |
| Chilton Investment Co LLC | 29,822 | $5.18M | 0.11% | −5,510−15.6% | Reduced |
| Fulton Bank, N.A. | 29,837 | $5.18M | 0.23% | −5,457−15.5% | Reduced |
| Bank Ozk | 29,854 | $5.19M | 2.11% | +814+2.8% | Added |
| HBW Advisory Services LLC | 29,859 | $5.19M | 1.21% | +988+3.4% | Added |
| Girard Partners Ltd. | 29,945 | $5.20M | 0.57% | −28−0.1% | Reduced |
| Nixon Peabody Trust Co | 29,960 | $5.20M | 1.58% | −1,778−5.6% | Reduced |
| Mechanics Bank Trust Department | 29,993 | $5.21M | 0.77% | −666−2.2% | Reduced |
| Principle Wealth Partners LLC | 29,994 | $5.21M | 0.55% | +169+0.6% | Added |
| Rodgers Brothers Inc. | 30,017 | $5.21M | 0.93% | +437+1.5% | Added |
| Fred Alger Management, LLC | 30,022 | $5.21M | 0.01% | +1,467+5.1% | Added |
| Beach Investment Counsel Inc | 30,035 | $5.22M | 0.69% | −1,869−5.9% | Reduced |
| Kesler, Norman & Wride, LLC | 30,079 | $5.22M | 1.11% | +633+2.1% | Added |
| Shorepoint Capital Partners LLC | 30,088 | $5.23M | 2.12% | +362+1.2% | Added |
| Eastover Investment Advisors LLC | 30,126 | $5.23M | 3.02% | +505+1.7% | Added |
| WMS Partners, LLC | 30,187 | $5.24M | 1.13% | −1,501−4.7% | Reduced |
| Voloridge Investment Management, LLC | 30,300 | $5.26M | 0.03% | +30,300 | New |
| Carroll Financial Associates, Inc. | 30,735 | $5.27M | 0.28% | +5,703+22.8% | Added |
| Beck Mack & Oliver LLC | 30,363 | $5.27M | 0.13% | 00.0% | Unchanged |
| Proequities, Inc. | 30,418 | $5.32M | 0.30% | +2,081+7.3% | Added |
| Adams Asset Advisors, LLC | 30,635 | $5.32M | 0.97% | 00.0% | Unchanged |
| Geneva Partners, LLC | 30,646 | $5.32M | 2.65% | +775+2.6% | Added |
| Dean Investment Associates, LLC | 30,844 | $5.36M | 0.94% | −240−0.8% | Reduced |
| Horrell Capital Management, Inc. | 30,890 | $5.37M | 1.70% | +143+0.5% | Added |
| Mendel Money Management | 30,907 | $5.37M | 3.10% | −1,345−4.2% | Reduced |
| Ibex Wealth Advisors | 31,164 | $5.41M | 0.96% | +1,397+4.7% | Added |
| M. Kulyk & Associates, LLC | 31,279 | $5.43M | 1.41% | +617+2.0% | Added |
| Cigna Investments Inc | 31,369 | $5.45M | 0.43% | −11,135−26.2% | Reduced |
| City Holding Co | 33,275 | $5.45M | 0.91% | +2,476+8.0% | Added |