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 |
|---|---|---|---|---|---|
| Marshall & Sullivan Inc | 33,412 | $5.80M | 2.80% | +327+1.0% | Added |
| Bragg Financial Advisors, Inc | 38,406 | $5.78M | 0.37% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 33,239 | $5.77M | 0.38% | −4,557−12.1% | Reduced |
| Asset Management Group, Inc. | 33,241 | $5.77M | 1.13% | −2,038−5.8% | Reduced |
| GYL Financial Synergies, LLC | 33,193 | $5.77M | 1.56% | +1,063+3.3% | Added |
| Diversified Trust Co | 33,042 | $5.74M | 0.19% | +4,223+14.7% | Added |
| Moody National Bank Trust Division | 33,025 | $5.74M | 0.17% | −87,204−72.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 32,814 | $5.74M | 0.49% | +20,759+172.2% | Added |
| Hallmark Capital Management Inc | 32,998 | $5.73M | 0.46% | −114−0.3% | Reduced |
| Aristotle Capital Management, LLC | 32,978 | $5.73M | 0.01% | −1,631−4.7% | Reduced |
| Peoples Financial Services Corp. | 32,955 | $5.72M | 2.23% | −450−1.3% | Reduced |
| Redpoint Investment Management Pty Ltd | 32,932 | $5.72M | 0.45% | −702−2.1% | Reduced |
| Deseret Mutual Benefit Administrators | 32,913 | $5.72M | 0.96% | −1,027−3.0% | Reduced |
| Fundamentun, LLC | 32,886 | $5.71M | 0.90% | +1,867+6.0% | Added |
| Aevitas Wealth Management, Inc. | 32,812 | $5.70M | 3.40% | −1,047−3.1% | Reduced |
| Telemus Capital, LLC | 32,803 | $5.70M | 0.46% | −554−1.7% | Reduced |
| First Personal Financial Services | 32,687 | $5.68M | 1.27% | +120+0.4% | Added |
| Sunbelt Securities, Inc. | 32,980 | $5.67M | 0.92% | +210+0.6% | Added |
| Lavaca Capital LLC | 33,022 | $5.67M | 2.51% | −5,992−15.4% | Reduced |
| Eagle Global Advisors LLC | 32,563 | $5.66M | 0.36% | −445−1.3% | Reduced |
| Dorchester Wealth Management Co | 32,545 | $5.65M | 1.12% | −945−2.8% | Reduced |
| Garland Capital Management Inc | 32,497 | $5.64M | 3.89% | −2,950−8.3% | Reduced |
| Ropes Wealth Advisors LLC | 32,482 | $5.64M | 0.99% | +91+0.3% | Added |
| Equitable Trust Co | 32,415 | $5.63M | 0.35% | +1,543+5.0% | Added |
| Concentric Wealth Management, LLC | 32,247 | $5.60M | 1.58% | +380+1.2% | Added |
| Raab & Moskowitz Asset Management LLC | 32,240 | $5.60M | 1.84% | −124−0.4% | Reduced |
| Goelzer Investment Management, Inc. | 32,193 | $5.59M | 0.46% | −1,973−5.8% | Reduced |
| Money Concepts Capital Corp | 32,036 | $5.57M | 0.47% | +32,036 | New |
| Whitener Capital Management, Inc. | 31,979 | $5.55M | 1.99% | +5,300+19.9% | Added |
| Monetary Management Group Inc | 31,975 | $5.55M | 1.37% | +1,950+6.5% | Added |
| SP Asset Management | 32,214 | $5.55M | 0.56% | −663−2.0% | Reduced |
| LVW Advisors, LLC | 31,914 | $5.54M | 0.94% | −1,456−4.4% | Reduced |
| Reliant Investment Management, LLC | 31,848 | $5.53M | 2.28% | +202+0.6% | Added |
| Castleview Partners, LLC | 958,473 | $5.52M | 0.05% | +958,473 | New |
| QV Investors Inc. | 31,565 | $5.48M | 0.38% | −4,810−13.2% | Reduced |
| Charter Research & Investment Group, Inc. | 31,490 | $5.47M | 4.31% | +120+0.4% | Added |
| Stokes Capital Advisors, LLC | 31,456 | $5.46M | 1.63% | −1,083−3.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 31,396 | $5.45M | 1.81% | +73+0.2% | Added |
| Pekin Hardy Strauss, Inc. | 31,377 | $5.45M | 0.74% | −175−0.6% | Reduced |
| Bollard Group LLC | 31,371 | $5.45M | 0.17% | 00.0% | Unchanged |
| 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 |
| M. Kulyk & Associates, LLC | 31,279 | $5.43M | 1.41% | +617+2.0% | Added |
| Ibex Wealth Advisors | 31,164 | $5.41M | 0.96% | +1,397+4.7% | Added |
| Mendel Money Management | 30,907 | $5.37M | 3.10% | −1,345−4.2% | Reduced |
| Horrell Capital Management, Inc. | 30,890 | $5.37M | 1.70% | +143+0.5% | Added |
| Dean Investment Associates, LLC | 30,844 | $5.36M | 0.94% | −240−0.8% | Reduced |
| Geneva Partners, LLC | 30,646 | $5.32M | 2.65% | +775+2.6% | Added |
| Adams Asset Advisors, LLC | 30,635 | $5.32M | 0.97% | 00.0% | Unchanged |
| Proequities, Inc. | 30,418 | $5.32M | 0.30% | +2,081+7.3% | Added |
| Beck Mack & Oliver LLC | 30,363 | $5.27M | 0.13% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 30,735 | $5.27M | 0.28% | +5,703+22.8% | Added |
| Voloridge Investment Management, LLC | 30,300 | $5.26M | 0.03% | +30,300 | New |
| WMS Partners, LLC | 30,187 | $5.24M | 1.13% | −1,501−4.7% | Reduced |
| Eastover Investment Advisors LLC | 30,126 | $5.23M | 3.02% | +505+1.7% | Added |
| Shorepoint Capital Partners LLC | 30,088 | $5.23M | 2.12% | +362+1.2% | Added |
| Kesler, Norman & Wride, LLC | 30,079 | $5.22M | 1.11% | +633+2.1% | Added |
| Beach Investment Counsel Inc | 30,035 | $5.22M | 0.69% | −1,869−5.9% | Reduced |
| Fred Alger Management, LLC | 30,022 | $5.21M | 0.01% | +1,467+5.1% | Added |
| Rodgers Brothers Inc. | 30,017 | $5.21M | 0.93% | +437+1.5% | Added |
| 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 |
| Nixon Peabody Trust Co | 29,960 | $5.20M | 1.58% | −1,778−5.6% | Reduced |
| Girard Partners Ltd. | 29,945 | $5.20M | 0.57% | −28−0.1% | Reduced |
| HBW Advisory Services LLC | 29,859 | $5.19M | 1.21% | +988+3.4% | Added |
| Bank Ozk | 29,854 | $5.19M | 2.11% | +814+2.8% | Added |
| Fulton Bank, N.A. | 29,837 | $5.18M | 0.23% | −5,457−15.5% | Reduced |
| Chilton Investment Co LLC | 29,822 | $5.18M | 0.11% | −5,510−15.6% | Reduced |
| Arrow Financial Corp | 29,591 | $5.14M | 0.61% | −3,951−11.8% | Reduced |
| Compton Capital Management Inc | 29,589 | $5.14M | 1.34% | −720−2.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 29,583 | $5.14M | 0.97% | +538+1.9% | Added |
| Koshinski Asset Management, Inc. | 29,516 | $5.13M | 0.41% | −35−0.1% | Reduced |
| HBK Sorce Advisory LLC | 29,499 | $5.13M | 0.26% | −1,142−3.7% | Reduced |
| Fruth Investment Management | 29,490 | $5.12M | 1.40% | −100.0% | Reduced |
| M&R Capital Management Inc | 29,430 | $5.11M | 1.06% | +52+0.2% | Added |
| Long Road Investment Counsel, LLC | 29,400 | $5.11M | 2.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 29,332 | $5.09M | 0.11% | +1,123+4.0% | Added |
| Grace & White Inc | 29,317 | $5.09M | 0.94% | −625−2.1% | Reduced |
| Pegasus Asset Management, Inc. | 29,308 | $5.09M | 2.09% | +517+1.8% | Added |
| Northwest Investment Counselors, LLC | 29,240 | $5.08M | 1.25% | −63−0.2% | Reduced |
| Choate Investment Advisors | 29,235 | $5.08M | 0.30% | −123−0.4% | Reduced |
| Connolly Sarah T. | 29,214 | $5.08M | 2.83% | +4,259+17.1% | Added |
| Exencial Wealth Advisors, LLC | 29,119 | $5.06M | 0.25% | −1,037−3.4% | Reduced |
| Cardinal Capital Management | 29,032 | $5.04M | 1.00% | −285−1.0% | Reduced |
| Quilter Plc | 29,134 | $5.04M | 0.13% | −47,446−62.0% | Reduced |
| Valicenti Advisory Services Inc | 28,983 | $5.04M | 1.25% | +275+1.0% | Added |
| RNC Capital Management LLC | 28,867 | $5.01M | 0.25% | +1,805+6.7% | Added |
| Exchange Capital Management, Inc. | 28,813 | $5.00M | 0.91% | −294−1.0% | Reduced |
| Rossmore Private Capital | 28,739 | $4.99M | 0.78% | +657+2.3% | Added |
| Kidder Stephen W | 28,577 | $4.96M | 1.51% | −2,800−8.9% | Reduced |
| First PREMIER Bank | 28,553 | $4.96M | 1.28% | 00.0% | Unchanged |
| Morgan Jess S & Co Inc | 28,546 | $4.96M | 3.04% | −560−1.9% | Reduced |
| WBH Advisory Inc | 28,531 | $4.96M | 0.57% | −296−1.0% | Reduced |
| Crestwood Advisors Group LLC | 28,497 | $4.95M | 0.13% | −1,146−3.9% | Reduced |
| Change Path, LLC | 28,393 | $4.93M | 0.24% | −147−0.5% | Reduced |
| Savant Capital, LLC | 28,348 | $4.92M | 0.16% | +1,644+6.2% | Added |
| Bessemer Securities LLC | 28,341 | $4.92M | 1.33% | +4,678+19.8% | Added |
| United Asset Strategies, Inc. | 28,335 | $4.92M | 0.59% | +589+2.1% | Added |
| Capital Analysts, LLC | 28,130 | $4.89M | 0.30% | −955−3.3% | Reduced |
| Hohimer Wealth Management, LLC | 28,003 | $4.86M | 1.03% | −80.0% | Reduced |