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, Q1 2022
Institutional positions in PepsiCo Inc as of Mar 31, 2022. 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
- 3,030
- +30 vs. Q4 2021
- Shares held
- 997.7M
- −5.41M (−0.5%) vs. Q4 2021
- Total value
- $166.6B
- −$7.44B (−4.3%) vs. Q4 2021
- New holders
- 151
- 1,271 more added
- Sold out
- 121
- 1,221 more reduced
40 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARGI Investment Services, LLC | 15,930 | $2.67M | 0.08% | +6,098+62.0% | Added |
| Cozad Asset Management Inc | 16,158 | $2.71M | 0.38% | +1,603+11.0% | Added |
| Quadrant Capital Group LLC | 16,195 | $2.71M | 0.33% | +505+3.2% | Added |
| Valmark Advisers, Inc. | 16,265 | $2.72M | 0.05% | +160+1.0% | Added |
| Claro Advisors LLC | 15,669 | $2.72M | 0.98% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 16,287 | $2.73M | 0.70% | +25+0.2% | Added |
| Inlet Private Wealth, LLC | 16,313 | $2.73M | 0.68% | +70.0% | Added |
| Orion Portfolio Solutions, LLC | 16,360 | $2.74M | 0.10% | −155−0.9% | Reduced |
| Winton Group Ltd | 16,374 | $2.74M | 0.14% | +8,180+99.8% | Added |
| Zhang Financial LLC | 16,387 | $2.74M | 0.46% | +830+5.3% | Added |
| CPWM, LLC | 16,391 | $2.74M | 0.20% | +3,405+26.2% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 16,410 | $2.75M | 0.08% | −3,432−17.3% | Reduced |
| Ameritas Advisory Services, LLC | 16,510 | $2.76M | 0.10% | +397+2.5% | Added |
| Synergy Financial Management, LLC | 16,523 | $2.77M | 0.67% | +136+0.8% | Added |
| L.M. Kohn & Company | 16,525 | $2.77M | 1.07% | +16,525 | New |
| TBH Global Asset Management, LLC | 16,538 | $2.77M | 0.59% | −136−0.8% | Reduced |
| Eads & Heald Wealth Management | 16,543 | $2.77M | 1.28% | −173−1.0% | Reduced |
| Regal Investment Advisors LLC | 16,548 | $2.77M | 0.25% | +467+2.9% | Added |
| Athena Investment Management | 16,549 | $2.77M | 2.15% | +16,549 | New |
| Lee Danner & Bass Inc | 16,600 | $2.78M | 0.24% | −1,855−10.1% | Reduced |
| Howard Financial Services, Ltd. | 16,624 | $2.78M | 0.83% | −2,102−11.2% | Reduced |
| Ami Investment Management Inc | 16,627 | $2.78M | 1.25% | +113+0.7% | Added |
| Keystone Financial Group | 16,667 | $2.79M | 0.47% | +218+1.3% | Added |
| CFO4Life Group, LLC | 16,704 | $2.80M | 0.59% | −173−1.0% | Reduced |
| Basepoint Wealth LLC | 16,719 | $2.80M | 2.58% | +13+0.1% | Added |
| First Foundation Advisors | 16,772 | $2.81M | 0.10% | +127+0.8% | Added |
| Brandywine Oak Private Wealth LLC | 16,778 | $2.81M | 0.32% | −1,757−9.5% | Reduced |
| USA Financial Portformulas Corp | 16,779 | $2.81M | 3.00% | +549+3.4% | Added |
| Citadel Investment Advisory, Inc. | 16,796 | $2.81M | 1.63% | −307−1.8% | Reduced |
| Balentine LLC | 16,816 | $2.81M | 0.10% | +4,272+34.1% | Added |
| Capital Asset Advisory Services LLC | 16,842 | $2.82M | 0.30% | +418+2.5% | Added |
| Legacy Capital Partners, Inc. | 16,873 | $2.82M | 0.93% | +1,050+6.6% | Added |
| Delta Financial Advisors LLC | 16,892 | $2.83M | 1.21% | +50+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 16,889 | $2.83M | 0.64% | +3,082+22.3% | Added |
| We Are One Seven, LLC | 16,895 | $2.83M | 0.30% | +790+4.9% | Added |
| Members Capital Advisors Inc | 17,069 | $2.86M | 1.83% | +1,742+11.4% | Added |
| Excalibur Management Corp | 17,103 | $2.86M | 1.24% | −221−1.3% | Reduced |
| Brookmont Capital Management | 17,123 | $2.87M | 1.72% | +208+1.2% | Added |
| Trustco Bank Corp N Y | 17,158 | $2.87M | 2.85% | −284−1.6% | Reduced |
| Hengehold Capital Management LLC | 17,158 | $2.87M | 0.39% | +68+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 17,195 | $2.88M | 0.04% | −113−0.7% | Reduced |
| Jacobi Capital Management LLC | 17,215 | $2.88M | 0.34% | +1,600+10.2% | Added |
| Meiji Yasuda Life Insurance Co | 17,227 | $2.88M | 0.05% | −1,387−7.5% | Reduced |
| Jag Capital Management, LLC | 20,390 | $2.88M | 0.29% | −2,075−9.2% | Reduced |
| ARS Investment Partners, LLC | 17,249 | $2.89M | 0.28% | −63−0.4% | Reduced |
| Viewpoint Capital Management LLC | 17,254 | $2.89M | 2.23% | −239−1.4% | Reduced |
| Thomasville National Bank | 17,311 | $2.90M | 0.28% | −4,690−21.3% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 17,331 | $2.90M | 1.06% | −4,563−20.8% | Reduced |
| DCM Advisors, LLC | 17,353 | $2.90M | 1.03% | +1,947+12.6% | Added |
| Newman Dignan & Sheerar, Inc. | 17,416 | $2.92M | 0.92% | −177−1.0% | Reduced |
| Kinloch Capital, LLC | 17,438 | $2.92M | 1.75% | +695+4.2% | Added |
| Hoey Investments, Inc | 17,449 | $2.92M | 0.82% | −2,522−12.6% | Reduced |
| Orser Capital Management, LLC | 17,461 | $2.92M | 1.83% | −912−5.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 17,110 | $2.93M | 2.62% | +941+5.8% | Added |
| Merit Financial Group, LLC | 17,548 | $2.94M | 0.18% | −1,653−8.6% | Reduced |
| Armstrong Henry H Associates Inc | 17,568 | $2.94M | 0.31% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 17,595 | $2.94M | 0.74% | −181−1.0% | Reduced |
| Fulton Bank, N.A. | 17,611 | $2.95M | 0.14% | −12,226−41.0% | Reduced |
| Keating Investment Counselors Inc | 17,643 | $2.95M | 1.26% | −5,515−23.8% | Reduced |
| Resonant Capital Advisors, LLC | 17,398 | $2.95M | 0.44% | +483+2.9% | Added |
| Harbour Investment Management LLC | 17,703 | $2.96M | 1.44% | −355−2.0% | Reduced |
| Xcel Wealth Management, LLC | 17,725 | $2.97M | 0.81% | −3,733−17.4% | Reduced |
| Aaron Wealth Advisors | 501,303 | $3.00M | 0.06% | +498,478+17,645.2% | Added |
| Walter & Keenan Financial Consulting Co | 17,917 | $3.00M | 1.02% | −1,050−5.5% | Reduced |
| Marino, Stram & Associates LLC | 17,930 | $3.00M | 0.95% | +159+0.9% | Added |
| Wimmer Associates 1, LLC | 17,942 | $3.00M | 1.67% | −65−0.4% | Reduced |
| Valley National Advisers Inc | 17,968 | $3.01M | 0.58% | −229−1.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 18,013 | $3.02M | 0.66% | −34−0.2% | Reduced |
| First Business Financial Services, Inc. | 18,052 | $3.02M | 0.33% | +275+1.5% | Added |
| Cordatus Wealth Management LLC | 18,102 | $3.03M | 1.06% | −33−0.2% | Reduced |
| Weiss Asset Management LP | 18,261 | $3.06M | 0.07% | +18,261 | New |
| Benedict Financial Advisors Inc | 18,331 | $3.07M | 0.82% | +207+1.1% | Added |
| First Western Trust Bank | 18,305 | $3.08M | 0.16% | +18,305 | New |
| Baxter Bros Inc | 18,459 | $3.09M | 0.46% | −343−1.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 18,467 | $3.09M | 1.25% | −50−0.3% | Reduced |
| Patton Albertson Miller Group, LLC | 18,482 | $3.09M | 0.53% | −352−1.9% | Reduced |
| ICW Investment Advisors LLC | 18,519 | $3.10M | 1.78% | +196+1.1% | Added |
| AllGen Financial Advisors, Inc. | 18,555 | $3.11M | 2.59% | +1,171+6.7% | Added |
| S&T Bank | 18,570 | $3.11M | 0.47% | +71+0.4% | Added |
| Amussen Hunsaker Associates LLC | 18,620 | $3.12M | 0.72% | +776+4.3% | Added |
| Gs Investments, Inc. | 17,983 | $3.12M | 1.77% | +10+0.1% | Added |
| Brighton Jones LLC | 18,807 | $3.15M | 0.15% | +619+3.4% | Added |
| Smithbridge Asset Management Inc | 18,807 | $3.15M | 1.04% | +724+4.0% | Added |
| Global Retirement Partners, LLC | 18,787 | $3.15M | 0.25% | +7,753+70.3% | Added |
| NJ State Employees Deferred Compensation Plan | 18,851 | $3.15M | 0.43% | −3,400−15.3% | Reduced |
| Sunbelt Securities, Inc. | 18,792 | $3.16M | 0.58% | −14,188−43.0% | Reduced |
| Investmark Advisory Group LLC | 18,935 | $3.17M | 3.27% | +591+3.2% | Added |
| Asio Capital, LLC | 18,947 | $3.17M | 0.89% | −2,478−11.6% | Reduced |
| Siena Capital LLC | 19,016 | $3.18M | 1.80% | −3,260−14.6% | Reduced |
| Connable Office Inc | 19,083 | $3.19M | 0.43% | −346−1.8% | Reduced |
| Abbot Financial Management, Inc. | 19,177 | $3.21M | 1.57% | −400−2.0% | Reduced |
| Bank of Hawaii | 19,194 | $3.21M | 0.18% | +722+3.9% | Added |
| BSW Wealth Partners | 19,210 | $3.21M | 0.81% | +14+0.1% | Added |
| Cape Ann Savings Bank | 19,216 | $3.22M | 2.11% | −705−3.5% | Reduced |
| Puzo Michael J | 19,214 | $3.22M | 0.97% | −647−3.3% | Reduced |
| Oak Asset Management, LLC | 19,245 | $3.22M | 1.27% | −21−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 19,312 | $3.23M | 1.18% | +162+0.8% | Added |
| Griffin Asset Management, Inc. | 19,317 | $3.23M | 0.42% | −1,262−6.1% | Reduced |
| Duncker Streett & Co Inc | 19,321 | $3.23M | 0.64% | −1,077−5.3% | Reduced |
| White Pine Capital LLC | 19,406 | $3.25M | 1.01% | +727+3.9% | Added |