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 |
|---|---|---|---|---|---|
| First Nebraska Trust Co | 53,833 | $9.35M | 1.12% | −1,174−2.1% | Reduced |
| Patten & Patten Inc | 53,801 | $9.35M | 0.65% | −702−1.3% | Reduced |
| Moreno Evelyn V | 53,617 | $9.31M | 1.86% | +3,047+6.0% | Added |
| Buckhead Capital Management LLC | 53,421 | $9.28M | 1.96% | −3,585−6.3% | Reduced |
| Ci Investments Inc. | 53,362 | $9.27M | 0.03% | −203,348−79.2% | Reduced |
| Sequoia Financial Advisors, LLC | 53,268 | $9.25M | 0.25% | +33,323+167.1% | Added |
| Hutner Capital Management Inc | 53,138 | $9.23M | 5.39% | −267−0.5% | Reduced |
| WoodTrust Financial Corp | 53,078 | $9.22M | 1.91% | +1,948+3.8% | Added |
| Parsons Capital Management Inc | 53,036 | $9.21M | 0.66% | −217−0.4% | Reduced |
| Headinvest, LLC | 52,942 | $9.20M | 1.63% | −1,410−2.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 52,841 | $9.18M | 4.38% | −265−0.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 52,624 | $9.14M | 0.58% | −1,600−3.0% | Reduced |
| Steel Peak Wealth Management LLC | 52,592 | $9.14M | 0.55% | +25,477+94.0% | Added |
| Laurel Wealth Advisors, Inc. | 52,562 | $9.13M | 0.71% | +8,556+19.4% | Added |
| HB Wealth Management, LLC | 52,242 | $9.07M | 0.18% | +52,242 | New |
| Lowell Blake & Associates Inc. | 52,162 | $9.06M | 3.56% | +4,253+8.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 52,084 | $9.05M | 1.73% | −5,312−9.3% | Reduced |
| Private Capital Management LLC | 51,902 | $9.02M | 3.11% | +1,268+2.5% | Added |
| KCM Investment Advisors LLC | 51,646 | $8.97M | 0.31% | +2,375+4.8% | Added |
| Socorro Asset Management LP | 51,627 | $8.97M | 2.56% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 51,548 | $8.95M | 1.68% | +51+0.1% | Added |
| Webster Bank, N. A. | 51,134 | $8.88M | 0.92% | −1,292−2.5% | Reduced |
| Spire Wealth Management | 51,078 | $8.87M | 0.20% | +8,453+19.8% | Added |
| Toth Financial Advisory Corp | 50,997 | $8.86M | 1.21% | −655−1.3% | Reduced |
| Osborne Partners Capital Management, LLC | 50,957 | $8.85M | 0.65% | +2,151+4.4% | Added |
| First National Bank & Trust Co of Newtown | 50,537 | $8.78M | 1.69% | −330−0.6% | Reduced |
| Brookstone Capital Management | 50,111 | $8.72M | 0.15% | −832−1.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 49,881 | $8.66M | 1.35% | −750−1.5% | Reduced |
| South State Corp. | 49,854 | $8.66M | 0.67% | +93+0.2% | Added |
| Private Asset Management Inc | 49,725 | $8.64M | 1.06% | −529−1.1% | Reduced |
| Holloway Wealth Management, LLC | – | $8.64M | 2.47% | – | – |
| Taurus Asset Management, LLC | 49,566 | $8.61M | 0.81% | −204−0.4% | Reduced |
| Iowa State Bank | 49,512 | $8.60M | 2.02% | +3,965+8.7% | Added |
| Murphy Capital Management Inc | 49,487 | $8.60M | 0.92% | −232−0.5% | Reduced |
| Essex Investment Management Co LLC | 49,251 | $8.55M | 0.98% | 00.0% | Unchanged |
| Tompkins Financial Corp | 49,034 | $8.52M | 1.51% | +283+0.6% | Added |
| Pictet Bank & Trust Ltd | 49,023 | $8.52M | 4.39% | +9,910+25.3% | Added |
| Hantz Financial Services, Inc. | 48,881 | $8.49M | 0.24% | +2,447+5.3% | Added |
| Ironwood Investment Counsel, LLC | 48,727 | $8.46M | 1.93% | +728+1.5% | Added |
| Trust Co of Toledo NA | 48,692 | $8.46M | 1.26% | +408+0.8% | Added |
| Papp L Roy & Associates | 48,540 | $8.43M | 0.97% | −166−0.3% | Reduced |
| Executive Wealth Management, LLC | 48,424 | $8.41M | 0.84% | +1,753+3.8% | Added |
| Churchill Management Corp | 48,352 | $8.40M | 0.12% | −887−1.8% | Reduced |
| Grassi Investment Management | 48,000 | $8.34M | 0.84% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 47,732 | $8.29M | 0.36% | +3,034+6.8% | Added |
| Wills Financial Group, Inc. | 47,698 | $8.29M | 3.28% | +755+1.6% | Added |
| Mitchell Sinkler & Starr | 47,504 | $8.25M | 2.45% | +32,144+209.3% | Added |
| Frontier Wealth Management LLC | 47,323 | $8.22M | 0.54% | +1,585+3.5% | Added |
| Motco | 47,219 | $8.20M | 0.51% | +166+0.4% | Added |
| Addenda Capital Inc. | 46,969 | $8.20M | 0.35% | −193−0.4% | Reduced |
| Sigma Planning Corp | 46,989 | $8.16M | 0.23% | +1,597+3.5% | Added |
| TRH Financial, LLC | 46,934 | $8.15M | 2.55% | +7,156+18.0% | Added |
| Renaissance Investment Group LLC | 46,920 | $8.15M | 1.93% | −598−1.3% | Reduced |
| Aigen Investment Management, LP | 48,467 | $8.14M | 0.50% | +48,467 | New |
| Strategic Advisors LLC | 46,760 | $8.12M | 1.16% | +27,412+141.7% | Added |
| Old National Bancorp | 46,561 | $8.09M | 0.29% | −1,448−3.0% | Reduced |
| Davy Global Fund Management Ltd | 46,545 | $8.09M | 1.24% | −5,282−10.2% | Reduced |
| Bell Asset Management Ltd | 45,969 | $7.99M | 1.29% | −2,167−4.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 45,745 | $7.95M | 0.14% | +17,092+59.7% | Added |
| Bernzott Capital Advisors | 45,704 | $7.94M | 0.69% | −1,685−3.6% | Reduced |
| Richard Bernstein Advisors LLC | 45,612 | $7.92M | 0.15% | 00.0% | Unchanged |
| Everence Capital Management Inc | 45,529 | $7.91M | 0.59% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 72,877 | $7.90M | 0.43% | −563−0.8% | Reduced |
| Blueshift Asset Management, LLC | 45,435 | $7.89M | 0.69% | +7,003+18.2% | Added |
| Chicago Capital, LLC | 45,387 | $7.88M | 0.29% | −41−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 45,290 | $7.87M | 0.38% | +5,977+15.2% | Added |
| Parkwood LLC | 45,258 | $7.86M | 1.39% | +198+0.4% | Added |
| Northcape Wealth Management, LLC | 45,113 | $7.84M | 2.64% | +45,113 | New |
| Snowden Capital Advisors LLC | 45,084 | $7.83M | 0.40% | −7,287−13.9% | Reduced |
| Opus Investment Management Inc | 45,000 | $7.82M | 1.12% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 44,888 | $7.80M | 0.31% | +249+0.6% | Added |
| FRG Family Wealth Advisors LLC | 44,702 | $7.76M | 1.45% | −71−0.2% | Reduced |
| JustInvest LLC | 44,667 | $7.76M | 0.46% | +17,669+65.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 44,655 | $7.76M | 2.23% | +627+1.4% | Added |
| BancorpSouth Bank | 44,581 | $7.75M | 0.97% | +1,369+3.2% | Added |
| New England Asset Management Inc | 44,559 | $7.74M | 0.12% | +3,790+9.3% | Added |
| Palisade Capital Management LLC | 44,473 | $7.72M | 0.16% | −1,962−4.2% | Reduced |
| IndexIQ Advisors LLC | 44,305 | $7.70M | 0.26% | +212+0.5% | Added |
| Middleton & Co Inc | 44,154 | $7.67M | 0.75% | +305+0.7% | Added |
| Intrust Bank NA | 44,119 | $7.66M | 0.92% | −739−1.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 43,911 | $7.63M | 0.73% | +22,476+104.9% | Added |
| Mayflower Financial Advisors, LLC | 43,870 | $7.62M | 1.01% | −125−0.3% | Reduced |
| Altfest L J & Co Inc | 43,828 | $7.61M | 1.45% | +4,712+12.0% | Added |
| GHP Investment Advisors, Inc. | 43,783 | $7.61M | 0.54% | +2,577+6.3% | Added |
| Spinnaker Trust | 43,743 | $7.60M | 0.49% | −63−0.1% | Reduced |
| First Midwest Bank Trust Division | 43,619 | $7.58M | 0.98% | −811−1.8% | Reduced |
| Coldstream Capital Management Inc | 43,590 | $7.57M | 0.24% | +11,655+36.5% | Added |
| Lafayette Investments, Inc. | 43,562 | $7.57M | 1.89% | +582+1.4% | Added |
| Capital Investment Advisors, LLC | 43,506 | $7.56M | 0.23% | −174−0.4% | Reduced |
| Paloma Partners Management Co | 43,430 | $7.54M | 0.24% | +43,430 | New |
| Park Avenue Securities LLC | 43,418 | $7.54M | 0.13% | +1,861+4.5% | Added |
| Hancock Whitney Corp | 43,198 | $7.50M | 0.24% | +5,048+13.2% | Added |
| Wedbush Securities Inc | 43,114 | $7.49M | 0.32% | +246+0.6% | Added |
| Peregrine Asset Advisers, Inc. | 43,084 | $7.48M | 3.04% | +1,276+3.1% | Added |
| Northwest Bancshares, Inc. | 42,875 | $7.45M | 1.46% | −1,467−3.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 42,866 | $7.45M | 0.34% | +42,866 | New |
| CBOE Vest Financial, LLC | 42,508 | $7.38M | 1.61% | +8,979+26.8% | Added |
| Moneta Group Investment Advisors LLC | 42,473 | $7.38M | 0.30% | −623−1.4% | Reduced |
| Trustmark National Bank Trust Department | 42,316 | $7.35M | 0.56% | −1,845−4.2% | Reduced |
| Avantax Planning Partners, Inc. | 42,230 | $7.34M | 0.30% | +2,235+5.6% | Added |