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 |
|---|---|---|---|---|---|
| Morgan Jess S & Co Inc | 26,356 | $4.41M | 3.21% | −2,190−7.7% | Reduced |
| HBK Sorce Advisory LLC | 26,366 | $4.41M | 0.24% | −3,133−10.6% | Reduced |
| Spears Abacus Advisors LLC | 26,379 | $4.42M | 0.33% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 26,472 | $4.43M | 0.82% | −100−0.4% | Reduced |
| Surevest, LLC | 26,600 | $4.45M | 1.07% | −7,800−22.7% | Reduced |
| Marietta Investment Partners LLC | 26,600 | $4.45M | 1.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 26,608 | $4.45M | 0.82% | +2,914+12.3% | Added |
| Peterson Wealth Management | 26,613 | $4.46M | 2.99% | +919+3.6% | Added |
| Grace & White Inc | 26,649 | $4.46M | 0.84% | −2,668−9.1% | Reduced |
| Nixon Peabody Trust Co | 26,679 | $4.47M | 1.54% | −3,281−11.0% | Reduced |
| Lyell Wealth Management, LP | 26,686 | $4.47M | 0.57% | −836−3.0% | Reduced |
| Empirical Finance, LLC | 26,710 | $4.47M | 0.50% | +2,955+12.4% | Added |
| Westhampton Capital, LLC | 26,733 | $4.47M | 2.88% | −28−0.1% | Reduced |
| Crestwood Advisors Group LLC | 26,856 | $4.50M | 0.13% | −1,641−5.8% | Reduced |
| Equitable Holdings, Inc. | 26,909 | $4.50M | 0.07% | +2,116+8.5% | Added |
| SeaCrest Wealth Management, LLC | 26,940 | $4.51M | 0.52% | −8,463−23.9% | Reduced |
| McDonald Partners LLC | 26,959 | $4.51M | 0.98% | +26,950+299,444.4% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.51M | 0.99% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 26,983 | $4.52M | 0.17% | +4,335+19.1% | Added |
| Paradigm Financial Partners, LLC | 26,211 | $4.52M | 1.00% | +879+3.5% | Added |
| Viking Fund Management LLC | 27,000 | $4.52M | 1.03% | +2,000+8.0% | Added |
| Citizens National Bank Trust Department | 26,347 | $4.52M | 1.82% | −375−1.4% | Reduced |
| Belpointe Asset Management LLC | 27,037 | $4.53M | 0.27% | +2,438+9.9% | Added |
| BOK Financial Private Wealth, Inc. | 27,093 | $4.54M | 0.32% | +1,123+4.3% | Added |
| Altium Wealth Management LLC | 27,123 | $4.54M | 0.29% | +1,363+5.3% | Added |
| AMG National Trust Bank | 27,142 | $4.54M | 0.15% | +39+0.1% | Added |
| Stone Point Wealth LLC | 26,885 | $4.56M | 2.55% | +12,288+84.2% | Added |
| Verity & Verity, LLC | 27,418 | $4.59M | 0.64% | +1,166+4.4% | Added |
| Grimes & Company, Inc. | 27,474 | $4.60M | 0.24% | +14+0.1% | Added |
| Confluence Wealth Services, Inc. | 27,538 | $4.61M | 1.66% | +35+0.1% | Added |
| Harbour Capital Advisors, LLC | 27,596 | $4.62M | 1.26% | +95+0.3% | Added |
| Beaton Management Co. Inc. | 27,633 | $4.63M | 2.86% | +267+1.0% | Added |
| Baugh & Associates, LLC | 27,681 | $4.63M | 2.72% | −100−0.4% | Reduced |
| Hall Capital Management Co Inc | 27,883 | $4.67M | 2.73% | +232+0.8% | Added |
| Deseret Mutual Benefit Administrators | 27,939 | $4.68M | 0.94% | −4,974−15.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,172 | $4.71M | 0.68% | +2,310+8.9% | Added |
| RNC Capital Management LLC | 28,186 | $4.72M | 0.24% | −681−2.4% | Reduced |
| Essex Financial Services, Inc. | 28,229 | $4.72M | 0.45% | +673+2.4% | Added |
| Bessemer Securities LLC | 28,291 | $4.74M | 1.38% | −50−0.2% | Reduced |
| Long Road Investment Counsel, LLC | 28,300 | $4.74M | 2.13% | −1,100−3.7% | Reduced |
| Rossmore Private Capital | 28,376 | $4.75M | 0.74% | −363−1.3% | Reduced |
| Capital Analysts, LLC | 28,381 | $4.75M | 0.30% | +251+0.9% | Added |
| Hightower 6M Holding, LLC | 28,433 | $4.76M | 0.36% | +28,433 | New |
| First PREMIER Bank | 28,453 | $4.76M | 1.26% | −100−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,546 | $4.78M | 0.91% | −1,037−3.5% | Reduced |
| Cumberland Partners Ltd | 28,705 | $4.80M | 0.36% | +7,218+33.6% | Added |
| WBH Advisory Inc | 27,102 | $4.81M | 0.59% | −1,429−5.0% | Reduced |
| Valicenti Advisory Services Inc | 28,783 | $4.82M | 1.27% | −200−0.7% | Reduced |
| Baader Bank INC | 28,848 | $4.83M | 0.39% | +16,348+130.8% | Added |
| Freestone Capital Holdings, LLC | 28,855 | $4.83M | 0.19% | +2,928+11.3% | Added |
| Exchange Capital Management, Inc. | 28,911 | $4.84M | 0.91% | +98+0.3% | Added |
| Brookstone Capital Management | 28,081 | $4.85M | 0.09% | −22,030−44.0% | Reduced |
| Beck Mack & Oliver LLC | 28,958 | $4.85M | 0.12% | −1,405−4.6% | Reduced |
| LMCG Investments, LLC | 28,981 | $4.85M | 0.28% | +28,981 | New |
| Northwest Investment Counselors, LLC | 29,012 | $4.86M | 1.28% | −228−0.8% | Reduced |
| Boston Research & Management Inc | 29,034 | $4.86M | 1.41% | −8,914−23.5% | Reduced |
| Exencial Wealth Advisors, LLC | 29,101 | $4.87M | 0.25% | −18−0.1% | Reduced |
| Capricorn Fund Managers Ltd | 29,103 | $4.87M | 1.19% | +3,926+15.6% | Added |
| Pegasus Asset Management, Inc. | 29,120 | $4.87M | 2.12% | −188−0.6% | Reduced |
| Arrow Financial Corp | 29,147 | $4.88M | 0.58% | −444−1.5% | Reduced |
| United Asset Strategies, Inc. | 29,249 | $4.90M | 0.62% | +914+3.2% | Added |
| Bank Ozk | 29,282 | $4.90M | 2.10% | −572−1.9% | Reduced |
| Change Path, LLC | 29,347 | $4.91M | 0.25% | +954+3.4% | Added |
| Mechanics Bank Trust Department | 29,352 | $4.91M | 0.76% | −641−2.1% | Reduced |
| Compton Capital Management Inc | 29,389 | $4.92M | 1.38% | −200−0.7% | Reduced |
| Pathstone Family Office, LLC | 29,005 | $4.93M | 0.12% | +1,421+5.2% | Added |
| Fruth Investment Management | 29,490 | $4.94M | 1.36% | 00.0% | Unchanged |
| Cardinal Capital Management | 29,504 | $4.94M | 1.00% | +472+1.6% | Added |
| Choate Investment Advisors | 29,514 | $4.94M | 0.26% | +279+1.0% | Added |
| Connolly Sarah T. | 29,519 | $4.94M | 2.89% | +305+1.0% | Added |
| Savant Capital, LLC | 29,522 | $4.94M | 0.16% | +1,174+4.1% | Added |
| Apollon Wealth Management, LLC | 29,625 | $4.96M | 0.35% | +3,906+15.2% | Added |
| Shorepoint Capital Partners LLC | 29,642 | $4.96M | 2.07% | −446−1.5% | Reduced |
| Moody National Bank Trust Division | 29,701 | $4.97M | 0.15% | −3,324−10.1% | Reduced |
| Koshinski Asset Management, Inc. | 29,854 | $5.00M | 0.41% | +338+1.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 29,855 | $5.00M | 1.10% | −22,229−42.7% | Reduced |
| Principle Wealth Partners LLC | 29,867 | $5.00M | 0.53% | −127−0.4% | Reduced |
| Kidder Stephen W | 29,927 | $5.01M | 1.62% | +1,350+4.7% | Added |
| Quilter Plc | 29,949 | $5.01M | 0.14% | +815+2.8% | Added |
| Kesler, Norman & Wride, LLC | 29,969 | $5.02M | 1.12% | −110−0.4% | Reduced |
| Beach Investment Counsel Inc | 29,985 | $5.02M | 0.53% | −50−0.2% | Reduced |
| Girard Partners Ltd. | 29,991 | $5.02M | 0.55% | +46+0.2% | Added |
| Rodgers Brothers Inc. | 30,017 | $5.02M | 0.90% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 30,327 | $5.08M | 0.89% | +2,601+9.4% | Added |
| Dean Investment Associates, LLC | 30,340 | $5.08M | 0.91% | −504−1.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 30,358 | $5.08M | 0.53% | −6,767−18.2% | Reduced |
| Symmetry Partners, LLC | 30,399 | $5.09M | 0.32% | +13,609+81.1% | Added |
| Peregrine Asset Advisers, Inc. | 30,470 | $5.10M | 2.61% | −12,614−29.3% | Reduced |
| Horrell Capital Management, Inc. | 30,590 | $5.12M | 1.67% | −300−1.0% | Reduced |
| Geneva Partners, LLC | 30,588 | $5.12M | 3.16% | −58−0.2% | Reduced |
| Adams Asset Advisors, LLC | 30,635 | $5.13M | 0.75% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 31,170 | $5.22M | 4.23% | −320−1.0% | Reduced |
| Veriti Management LLC | 31,166 | $5.22M | 0.63% | +3,885+14.2% | Added |
| Peoples Financial Services Corp. | 31,172 | $5.22M | 2.26% | −1,783−5.4% | Reduced |
| Bollard Group LLC | 31,367 | $5.25M | 0.17% | −40.0% | Reduced |
| Stokes Capital Advisors, LLC | 31,423 | $5.26M | 1.53% | −33−0.1% | Reduced |
| Aevitas Wealth Management, Inc. | 31,462 | $5.27M | 3.22% | −1,350−4.1% | Reduced |
| Reliant Investment Management, LLC | 31,463 | $5.27M | 2.70% | −385−1.2% | Reduced |
| Lincoln National Corp | 31,466 | $5.27M | 0.11% | +4,662+17.4% | Added |
| Seeyond | 31,550 | $5.28M | 0.53% | −6,883−17.9% | Reduced |