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 |
|---|---|---|---|---|---|
| Dorchester Wealth Management Co | 32,500 | $6.80M | 1.09% | −45−0.1% | Reduced |
| Westfield Capital Management Co LP | 40,640 | $6.80M | 0.04% | −880−2.1% | Reduced |
| Private Wealth Partners, LLC | 40,740 | $6.82M | 0.61% | +1,773+4.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 40,835 | $6.83M | 0.61% | +4,176+11.4% | Added |
| Wedbush Securities Inc | 40,907 | $6.85M | 0.31% | −2,207−5.1% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $6.86M | 0.06% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 41,061 | $6.87M | 3.82% | −23−0.1% | Reduced |
| B. Riley Wealth Management, Inc. | 41,069 | $6.87M | 0.53% | −202−0.5% | Reduced |
| Van Strum & Towne Inc. | 41,275 | $6.91M | 2.59% | +170+0.4% | Added |
| IFP Advisors, Inc | 73,992 | $6.93M | 0.09% | +51,798+233.4% | Added |
| River Wealth Advisors LLC | 41,440 | $6.94M | 1.11% | +975+2.4% | Added |
| Baker Ellis Asset Management LLC | 41,470 | $6.94M | 1.24% | +320+0.8% | Added |
| Trustmark National Bank Trust Department | 41,538 | $6.95M | 0.55% | −778−1.8% | Reduced |
| Wetherby Asset Management Inc | 41,697 | $6.98M | 0.40% | +565+1.4% | Added |
| Horizon Investments, LLC | 41,707 | $6.98M | 0.20% | −12,481−23.0% | Reduced |
| Roundview Capital LLC | 41,759 | $6.99M | 0.72% | +1,218+3.0% | Added |
| Pacific Global Investment Management CO | 41,871 | $7.01M | 1.37% | −283−0.7% | Reduced |
| Kinneret Advisory, LLC | 41,892 | $7.01M | 0.77% | +937+2.3% | Added |
| Ar Asset Management Inc | 42,009 | $7.03M | 1.78% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 41,653 | $7.04M | 0.41% | +364+0.9% | Added |
| Bragg Financial Advisors, Inc | 42,050 | $7.04M | 0.41% | +3,644+9.5% | Added |
| Hancock Whitney Corp | 42,118 | $7.05M | 0.24% | −1,080−2.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 42,118 | $7.05M | 2.02% | +1,285+3.1% | Added |
| Moneta Group Investment Advisors LLC | 42,162 | $7.06M | 0.28% | −311−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 42,304 | $7.08M | 0.28% | +74+0.2% | Added |
| Whalerock Point Partners, LLC | 42,458 | $7.11M | 2.52% | +1,579+3.9% | Added |
| Spinnaker Trust | 42,538 | $7.12M | 0.48% | −1,205−2.8% | Reduced |
| Toroso Investments, LLC | 42,671 | $7.14M | 0.21% | +4,055+10.5% | Added |
| Dixon Hubard Feinour & Brown Inc | 43,010 | $7.20M | 0.72% | −901−2.1% | Reduced |
| Middleton & Co Inc | 43,135 | $7.22M | 0.77% | −1,019−2.3% | Reduced |
| Intrust Bank NA | 43,570 | $7.29M | 0.92% | −549−1.2% | Reduced |
| Coldstream Capital Management Inc | 43,618 | $7.30M | 0.25% | +28+0.1% | Added |
| Lafayette Investments, Inc. | 43,636 | $7.30M | 1.81% | +74+0.2% | Added |
| Oak Harvest Investment Services | 43,773 | $7.33M | 1.81% | +3,725+9.3% | Added |
| New England Asset Management Inc | 43,824 | $7.33M | 0.12% | −735−1.6% | Reduced |
| Allstate Corp | 43,957 | $7.36M | 0.20% | −57,933−56.9% | Reduced |
| Mayflower Financial Advisors, LLC | 43,992 | $7.36M | 0.99% | +122+0.3% | Added |
| Essex Investment Management Co LLC | 44,272 | $7.41M | 0.92% | −4,979−10.1% | Reduced |
| Kestra Private Wealth Services, LLC | 44,334 | $7.42M | 0.37% | −956−2.1% | Reduced |
| Capital Investment Advisors, LLC | 44,415 | $7.43M | 0.23% | +909+2.1% | Added |
| Palisade Capital Management LLC | 44,529 | $7.45M | 0.17% | +56+0.1% | Added |
| Bernzott Capital Advisors | 44,534 | $7.45M | 0.68% | −1,170−2.6% | Reduced |
| Allied Investment Advisors, LLC | 44,614 | $7.47M | 2.43% | +2,702+6.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 44,642 | $7.47M | 0.33% | +10,977+32.6% | Added |
| FRG Family Wealth Advisors LLC | 44,702 | $7.48M | 1.46% | 00.0% | Unchanged |
| Chicago Capital, LLC | 44,871 | $7.51M | 0.32% | −516−1.1% | Reduced |
| Opus Investment Management Inc | 45,000 | $7.53M | 1.16% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 45,123 | $7.55M | 0.13% | +1,705+3.9% | Added |
| Davy Global Fund Management Ltd | 45,173 | $7.56M | 1.23% | −1,372−2.9% | Reduced |
| Everence Capital Management Inc | 45,529 | $7.62M | 0.58% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 45,773 | $7.66M | 2.28% | +1,118+2.5% | Added |
| Bogart Wealth, LLC | 46,034 | $7.71M | 0.66% | +4,741+11.5% | Added |
| Motco | 46,503 | $7.78M | 0.51% | −716−1.5% | Reduced |
| Sigma Planning Corp | 46,572 | $7.79M | 0.23% | −417−0.9% | Reduced |
| Renaissance Investment Group LLC | 46,525 | $7.80M | 2.28% | −395−0.8% | Reduced |
| Strategic Advisors LLC | 46,744 | $7.82M | 1.36% | −160.0% | Reduced |
| Woodmont Investment Counsel LLC | 47,030 | $7.87M | 0.91% | +8,307+21.5% | Added |
| Ironwood Investment Counsel, LLC | 47,171 | $7.89M | 1.94% | −1,556−3.2% | Reduced |
| Murphy Capital Management Inc | 47,224 | $7.90M | 0.92% | −2,263−4.6% | Reduced |
| Mitchell Sinkler & Starr | 47,360 | $7.93M | 2.48% | −144−0.3% | Reduced |
| Wills Financial Group, Inc. | 47,468 | $7.95M | 3.34% | −230−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 47,470 | $7.95M | 0.52% | +3,687+8.4% | Added |
| Old National Bancorp | 47,947 | $8.03M | 0.30% | +1,386+3.0% | Added |
| Grassi Investment Management | 48,000 | $8.03M | 0.85% | 00.0% | Unchanged |
| Private Asset Management Inc | 48,042 | $8.04M | 1.09% | −1,683−3.4% | Reduced |
| Churchill Management Corp | 48,076 | $8.05M | 0.14% | −276−0.6% | Reduced |
| Pictet Bank & Trust Ltd | 48,234 | $8.07M | 4.53% | −789−1.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 48,506 | $8.12M | 0.67% | −4,056−7.7% | Reduced |
| Desjardins Global Asset Management Inc. | 48,571 | $8.13M | 0.71% | +7,514+18.3% | Added |
| Papp L Roy & Associates | 48,597 | $8.13M | 1.02% | +57+0.1% | Added |
| Frontier Wealth Management LLC | 47,054 | $8.15M | 0.10% | −269−0.6% | Reduced |
| Cresset Asset Management, LLC | 48,748 | $8.16M | 0.08% | −13,706−21.9% | Reduced |
| Trust Co of Toledo NA | 48,747 | $8.16M | 1.25% | +55+0.1% | Added |
| CBOE Vest Financial, LLC | 48,752 | $8.16M | 1.48% | +6,244+14.7% | Added |
| Executive Wealth Management, LLC | 48,901 | $8.19M | 0.89% | +477+1.0% | Added |
| Iowa State Bank | 48,993 | $8.20M | 1.90% | −519−1.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 49,266 | $8.25M | 1.11% | −615−1.2% | Reduced |
| Steel Peak Wealth Management LLC | 49,408 | $8.27M | 0.50% | −3,184−6.1% | Reduced |
| Taurus Asset Management, LLC | 49,491 | $8.28M | 0.83% | −75−0.2% | Reduced |
| Holloway Wealth Management, LLC | – | $8.29M | 2.37% | – | – |
| First National Bank & Trust Co of Newtown | 49,755 | $8.33M | 1.68% | −782−1.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 49,810 | $8.34M | 0.32% | +6,944+16.2% | Added |
| Core Alternative Capital | 49,852 | $8.34M | 2.23% | −9,424−15.9% | Reduced |
| American Portfolios Advisors | 49,867 | $8.35M | 0.28% | +10,066+25.3% | Added |
| Addenda Capital Inc. | 50,117 | $8.39M | 0.34% | +3,148+6.7% | Added |
| JustInvest LLC | 50,238 | $8.41M | 0.41% | +5,571+12.5% | Added |
| ExodusPoint Capital Management, LP | 50,345 | $8.43M | 0.12% | +13,961+38.4% | Added |
| Kovitz Investment Group Partners, LLC | 50,434 | $8.44M | 0.16% | +8,293+19.7% | Added |
| Parkwood LLC | 50,576 | $8.46M | 1.42% | +5,318+11.8% | Added |
| KCM Investment Advisors LLC | 50,594 | $8.47M | 0.31% | −1,052−2.0% | Reduced |
| South State Corp. | 50,718 | $8.49M | 0.68% | +864+1.7% | Added |
| Toth Financial Advisory Corp | 50,738 | $8.49M | 1.27% | −259−0.5% | Reduced |
| South Dakota Investment Council | 50,947 | $8.53M | 0.17% | −21,464−29.6% | Reduced |
| Valeo Financial Advisors, LLC | 78,410 | $8.54M | 0.44% | +5,533+7.6% | Added |
| Webster Bank, N. A. | 51,212 | $8.57M | 0.99% | +78+0.2% | Added |
| Buckhead Capital Management LLC | 51,458 | $8.61M | 1.86% | −1,963−3.7% | Reduced |
| Mengis Capital Management, Inc. | 51,469 | $8.61M | 1.65% | −79−0.2% | Reduced |
| Prospera Financial Services Inc | 51,538 | $8.63M | 0.36% | +3,806+8.0% | Added |
| Hutner Capital Management Inc | 51,817 | $8.67M | 4.95% | −1,321−2.5% | Reduced |
| Dowling & Yahnke LLC | 51,888 | $8.69M | 0.38% | −4,369−7.8% | Reduced |