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; 3,420 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
- 3,031
- +31 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
- 152
- 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 | 3,420 | $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, 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 |
|---|---|---|---|---|---|
| 360 Financial, Inc. | 1,302 | $220.0K | 0.11% | −22−1.7% | Reduced |
| Opal Wealth Advisors, LLC | 1,321 | $221.0K | 0.19% | −83−5.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,328 | $222.0K | 0.17% | −635−32.3% | Reduced |
| Fiducient Advisors LLC | 1,329 | $222.0K | 0.08% | −86−6.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,328 | $222.0K | 0.08% | 00.0% | Unchanged |
| Amarillo National Bank | 1,330 | $223.0K | 0.04% | −25−1.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,335 | $223.0K | 0.08% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,314 | $223.0K | 0.18% | +1,314 | New |
| Aire Advisors, LLC | 1,329 | $223.0K | 0.08% | +1,329 | New |
| Laffer Tengler Investments | 1,334 | $223.3K | 0.07% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,000 | $224.0K | 0.16% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,336 | $224.0K | 0.22% | +15+1.1% | Added |
| Peterson Wealth Advisors, LLC | 1,336 | $224.0K | 0.07% | +80+6.4% | Added |
| Silver Oak Securities, Inc | 1,293 | $224.0K | 0.05% | +1,293 | New |
| Safir Wealth Advisors, LLC | 1,341 | $224.0K | 0.19% | +1,341 | New |
| Acas, LLC | 1,346 | $225.0K | 0.30% | −54−3.9% | Reduced |
| Birinyi Associates Inc | 1,350 | $226.0K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,357 | $227.0K | 0.16% | +495+57.4% | Added |
| Milestone Advisory Partners | 1,358 | $227.0K | 0.12% | +1,358 | New |
| BCGM Wealth Management, LLC | 1,319 | $227.0K | 0.12% | +1,319 | New |
| Ategra Capital Management, LLC | 1,357 | $227.1K | 0.10% | −88−6.1% | Reduced |
| Keebeck Wealth Management, LLC | 1,360 | $228.0K | 0.04% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,358 | $228.0K | 0.06% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 1,362 | $228.0K | 0.05% | +4+0.3% | Added |
| Galvin, Gaustad & Stein, LLC | 1,369 | $229.0K | 0.02% | −19,503−93.4% | Reduced |
| Hill Island Financial LLC | 1,368 | $229.0K | 0.08% | +17+1.3% | Added |
| Bridgeworth, LLC | 1,366 | $229.0K | 0.05% | +159+13.2% | Added |
| WMG Financial Advisors, LLC | 1,376 | $229.0K | 0.17% | +1,376 | New |
| Financial Engines Advisors L.L.C. | 1,373 | $230.0K | 0.00% | −219−13.8% | Reduced |
| HighMark Wealth Management LLC | 1,372 | $230.0K | 0.15% | −159−10.4% | Reduced |
| Sawyer & Company, Inc | 1,372 | $230.0K | 0.10% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,378 | $231.0K | 0.05% | −422−23.4% | Reduced |
| Wealthquest Corp | 1,334 | $231.0K | 0.04% | 00.0% | Unchanged |
| Arvest Trust Co N A | 1,381 | $231.0K | 0.01% | +63+4.8% | Added |
| High Falls Advisors, Inc | 1,387 | $232.0K | 0.06% | +77+5.9% | Added |
| J. L. Bainbridge & Co., Inc. | 1,392 | $233.0K | 0.03% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,390 | $233.0K | 0.06% | +1,390 | New |
| Provident Trust Co | 1,400 | $234.0K | 0.00% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,398 | $234.0K | 0.03% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,400 | $234.0K | 0.06% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 1,400 | $234.0K | 0.30% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,400 | $234.0K | 0.14% | +48+3.6% | Added |
| Eagle Harbor Asset Management Inc | 1,399 | $234.2K | 0.30% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 1,405 | $235.0K | 0.08% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,406 | $235.3K | 0.10% | −8−0.6% | Reduced |
| Symphony Financial, Ltd. Co. | 8,160 | $237.0K | 0.06% | +1,300+19.0% | Added |
| Manhattan West Asset Management, LLC | 1,416 | $237.0K | 0.13% | −5,374−79.1% | Reduced |
| Magnolia Capital Advisors LLC | 1,417 | $237.0K | 0.09% | −31−2.1% | Reduced |
| Golden State Wealth Management, LLC | 1,421 | $238.0K | 0.05% | −784−35.6% | Reduced |
| Selective Wealth Management, Inc. | 1,421 | $238.0K | 0.09% | −100−6.6% | Reduced |
| Santori & Peters | 1,423 | $238.0K | 0.13% | +4+0.3% | Added |
| CJM Wealth Advisers, Ltd. | 1,423 | $238.2K | 0.16% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $239.0K | 0.04% | 00.0% | Unchanged |
| South Shore Capital Advisors | 1,426 | $239.0K | 0.39% | +1,426 | New |
| IAG Wealth Partners, LLC | 1,432 | $240.0K | 0.08% | +1,432 | New |
| Madison Wealth Partners, Inc | 1,441 | $241.0K | 0.13% | +23+1.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 1,443 | $242.0K | 0.11% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,448 | $242.0K | 0.08% | +250+20.9% | Added |
| Conestoga Capital Advisors, LLC | 1,450 | $243.0K | 0.00% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,453 | $243.0K | 0.06% | +17+1.2% | Added |
| Maxele Advisors, LLC | 1,454 | $243.4K | 0.30% | −30−2.0% | Reduced |
| Twin Focus Capital Partners, LLC | 1,459 | $244.0K | 0.05% | +26+1.8% | Added |
| Corundum Group, Inc. | 1,459 | $244.0K | 0.23% | +161+12.4% | Added |
| Horizon Family Wealth, Inc. | 1,462 | $245.0K | 0.24% | −50−3.3% | Reduced |
| Heritage Financial Services, LLC | 1,469 | $245.0K | 0.16% | +1,469 | New |
| Financial Consulate, Inc | 1,467 | $246.0K | 0.09% | −181−11.0% | Reduced |
| Capital Management Corp | 1,469 | $246.0K | 0.05% | −40−2.7% | Reduced |
| Meixler Investment Management, Ltd. | 1,467 | $246.0K | 0.24% | −20−1.3% | Reduced |
| Brown Advisory Securities, LLC | 1,468 | $246.0K | 0.14% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,468 | $246.0K | 0.05% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,465 | $246.0K | 0.00% | +981+202.7% | Added |
| Tatro Capital, LLC | 1,473 | $247.0K | 0.18% | +6+0.4% | Added |
| Range Financial Group LLC | 1,475 | $247.0K | 0.16% | +184+14.3% | Added |
| Chemistry Wealth Management LLC | 1,476 | $247.0K | 0.08% | +1,476 | New |
| Wealth Advisors of Iowa, LLC | 1,482 | $248.0K | 0.13% | +193+15.0% | Added |
| Elm Advisors, LLC | 1,485 | $249.0K | 0.34% | −600−28.8% | Reduced |
| Adams Chetwood Wealth Management LLC | 1,488 | $249.0K | 0.14% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,487 | $249.0K | 0.07% | +42+2.9% | Added |
| Financial Planners of Cleveland, Inc. | 1,491 | $250.0K | 0.11% | −1,598−51.7% | Reduced |
| Crescent Grove Advisors, LLC | 1,495 | $250.0K | 0.02% | −725−32.7% | Reduced |
| Crew Capital Management, Ltd. | 1,492 | $250.0K | 0.24% | +88+6.3% | Added |
| Allen Capital Group, LLC | 1,499 | $251.0K | 0.05% | −10,523−87.5% | Reduced |
| Alphasimplex Group, LLC | 1,499 | $251.0K | 0.92% | −1,971−56.8% | Reduced |
| Calton & Associates, Inc. | 1,502 | $251.0K | 0.07% | −152−9.2% | Reduced |
| Montag & Caldwell, LLC | 1,500 | $251.0K | 0.03% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,500 | $251.0K | 0.01% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 1,500 | $251.0K | 0.16% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,500 | $251.0K | 0.09% | +1,500 | New |
| Grant Street Asset Management, Inc. | 1,507 | $252.0K | 0.14% | −344−18.6% | Reduced |
| Holistic Financial Partners | 1,514 | $253.0K | 0.16% | −346−18.6% | Reduced |
| Rosenberg Matthew Hamilton | 1,516 | $254.0K | 0.09% | +95+6.7% | Added |
| Northeast Financial Group, Inc. | 1,519 | $254.3K | 0.18% | −8−0.5% | Reduced |
| Landmark Financial Advisors, LLC | 1,470 | $255.0K | 0.12% | −387−20.8% | Reduced |
| Planning Center, Inc. | 1,521 | $255.0K | 0.73% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,522 | $255.0K | 0.34% | +1+0.1% | Added |
| Trellis Advisors, LLC | 1,523 | $255.0K | 0.13% | +12+0.8% | Added |
| FirstPurpose Wealth LLC | 1,529 | $256.0K | 0.20% | −16−1.0% | Reduced |
| Freedman Financial Associates, Inc. | 1,515 | $256.0K | 0.18% | +4+0.3% | Added |
| Colorado Capital Management, Inc. | 1,534 | $256.0K | 0.18% | +40+2.7% | Added |
| Strengthening Families & Communities, LLC | 1,525 | $256.0K | 0.16% | +518+51.4% | Added |