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
- 3,031
- +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 | 3,421 | $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, 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 |
|---|---|---|---|---|---|
| Private Wealth Advisors | 2,543 | $426.0K | 0.14% | −214−7.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,545 | $426.0K | 0.31% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,544 | $426.0K | 0.12% | +58+2.3% | Added |
| Ballew Advisors, Inc | 2,463 | $426.0K | 0.33% | +10.0% | Added |
| Summit Financial Strategies, Inc. | 2,553 | $427.0K | 0.09% | −116−4.3% | Reduced |
| Vectors Research Management, LLC | 2,558 | $428.0K | 0.09% | −715−21.8% | Reduced |
| HNP Capital LLC | 2,558 | $428.0K | 0.10% | −715−21.8% | Reduced |
| One + One Wealth Management, LLC | 2,555 | $428.0K | 0.28% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 2,575 | $431.0K | 0.14% | −456−15.0% | Reduced |
| Fagan Associates, Inc. | 2,577 | $431.0K | 0.09% | −15−0.6% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,504 | $432.0K | 0.22% | +1,243+98.6% | Added |
| LGT Fund Management Co Ltd. | 2,550 | $433.0K | 0.06% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,585 | $433.0K | 0.01% | +98+3.9% | Added |
| Ballast, Inc. | 2,587 | $433.0K | 0.17% | +150+6.2% | Added |
| Apella Capital, LLC | 2,589 | $433.0K | 0.06% | +172+7.1% | Added |
| Bell Bank | 2,590 | $434.0K | 0.05% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,594 | $434.0K | 0.63% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,516 | $436.0K | 0.28% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,619 | $438.0K | 0.06% | +235+9.9% | Added |
| Trinity Financial Advisors LLC | 2,620 | $439.0K | 0.27% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,622 | $439.0K | 0.07% | +71+2.8% | Added |
| Annandale Capital, LLC | 2,631 | $440.0K | 0.17% | 00.0% | Unchanged |
| TSFG, LLC | 2,628 | $440.0K | 0.16% | +4+0.2% | Added |
| Northwest Wealth Management, LLC | 2,636 | $441.0K | 0.22% | +563+27.2% | Added |
| Krilogy Financial LLC | 2,639 | $442.0K | 0.05% | −221−7.7% | Reduced |
| Lumbard & Kellner, LLC | 2,640 | $442.0K | 0.17% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,649 | $443.0K | 0.08% | −275−9.4% | Reduced |
| Orion Capital Management LLC | 2,655 | $444.0K | 0.27% | 00.0% | Unchanged |
| Theory Financial LLC | 2,655 | $444.0K | 0.29% | 00.0% | Unchanged |
| Centric Wealth Management | 2,651 | $444.0K | 0.14% | +18+0.7% | Added |
| Lipe & Dalton | 2,667 | $446.0K | 0.22% | −155−5.5% | Reduced |
| Mezzasalma Advisors, LLC | 2,667 | $446.0K | 0.28% | −24−0.9% | Reduced |
| Brand Asset Management Group, Inc. | 2,667 | $446.0K | 0.20% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,600 | $446.0K | 0.35% | 00.0% | Unchanged |
| Keel Point, LLC | 2,671 | $447.0K | 0.07% | +30+1.1% | Added |
| MONECO Advisors, LLC | 2,669 | $447.0K | 0.16% | +126+5.0% | Added |
| Thrive Wealth Management, LLC | 2,693 | $451.0K | 0.13% | +140+5.5% | Added |
| Mascoma Wealth Management LLC | 2,695 | $451.0K | 0.14% | +350+14.9% | Added |
| Hohimer Wealth Management, LLC | 2,700 | $452.0K | 0.09% | −25,303−90.4% | Reduced |
| Ridgewood Investments LLC | 2,703 | $452.0K | 0.30% | −2,205−44.9% | Reduced |
| Evanson Asset Management, LLC | 2,702 | $452.0K | 0.04% | +3+0.1% | Added |
| Pinnacle Private Wealth, LLC | 2,715 | $454.0K | 0.14% | −241−8.2% | Reduced |
| Strategic Investment Advisors | 2,714 | $454.0K | 0.09% | +254+10.3% | Added |
| Financial Advisors, LLC | 2,717 | $455.0K | 0.14% | +4+0.1% | Added |
| ERTS Wealth Advisors, LLC | 2,725 | $456.0K | 0.13% | −163−5.6% | Reduced |
| Stiles Financial Services Inc | 2,724 | $456.0K | 0.23% | +267+10.9% | Added |
| Resolute Financial, LLC | 2,732 | $457.0K | 0.37% | +10.0% | Added |
| Steward Financial Group LLC | 2,732 | $457.0K | 0.41% | +35+1.3% | Added |
| Tradition Wealth Management, LLC | 2,738 | $458.0K | 0.06% | +407+17.5% | Added |
| Paulson Wealth Management Inc. | 2,744 | $459.0K | 0.21% | −200−6.8% | Reduced |
| L & S Advisors Inc | 2,749 | $460.0K | 0.05% | −33,043−92.3% | Reduced |
| Clear Creek Financial Management, LLC | 2,747 | $460.0K | 0.07% | −25−0.9% | Reduced |
| Pure Financial Advisors, Inc. | 2,750 | $460.0K | 0.02% | +284+11.5% | Added |
| Stephenson National Bank & Trust | 2,753 | $461.0K | 0.27% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 2,756 | $461.0K | 0.23% | +1,015+58.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,767 | $463.0K | 0.09% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,778 | $465.0K | 0.05% | −221−7.4% | Reduced |
| apricus wealth, LLC | 2,660 | $467.0K | 0.38% | −15−0.6% | Reduced |
| Alethea Capital Management, LLC | 2,800 | $469.0K | 0.42% | −200−6.7% | Reduced |
| Veracity Capital LLC | 2,804 | $469.0K | 0.19% | +70+2.6% | Added |
| Paloma Partners Management Co | 2,809 | $470.0K | 0.04% | −40,621−93.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,809 | $470.0K | 0.22% | +55+2.0% | Added |
| Sara-Bay Financial | 2,815 | $471.0K | 0.19% | −236−7.7% | Reduced |
| Pointe Capital Management LLC | 2,819 | $472.0K | 0.30% | −21−0.7% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $472.0K | 0.14% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,822 | $472.0K | 0.04% | +50+1.8% | Added |
| Dravo Bay LLC | 2,825 | $472.8K | 0.38% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,825 | $473.0K | 0.18% | −210−6.9% | Reduced |
| Liberty Wealth Management LLC | 2,829 | $473.0K | 0.17% | +22+0.8% | Added |
| Monticello Wealth Management, LLC | 2,845 | $476.0K | 0.05% | +10.0% | Added |
| Strategic Wealth Partners, Ltd. | 2,850 | $477.0K | 0.09% | −2,042−41.7% | Reduced |
| MV Capital Management, Inc. | 2,855 | $478.0K | 0.07% | +78+2.8% | Added |
| Southland Equity Partners LLC | 2,859 | $478.5K | 0.20% | +80+2.9% | Added |
| Brown, Lisle/Cummings, Inc. | 2,861 | $478.9K | 0.23% | +99+3.6% | Added |
| Reuter James Wealth Management, LLC | 2,867 | $480.0K | 0.19% | −1,639−36.4% | Reduced |
| Frisch Financial Group, Inc. | 2,867 | $480.0K | 0.15% | −180−5.9% | Reduced |
| Bank of Stockton | 2,880 | $482.0K | 0.15% | −819−22.1% | Reduced |
| Heritage Investment Group, Inc. | 2,878 | $482.0K | 0.35% | −160−5.3% | Reduced |
| 180 Wealth Advisors, LLC | 2,788 | $482.0K | 0.11% | −53−1.9% | Reduced |
| Riverview Capital Advisers, LLC | 2,881 | $482.2K | 0.22% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,884 | $483.0K | 0.06% | −772−21.1% | Reduced |
| Financial Management Network Inc | 2,850 | $483.0K | 0.25% | +3+0.1% | Added |
| Innova Wealth Partners | 2,892 | $484.0K | 0.35% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,899 | $485.0K | 0.36% | −58−2.0% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,898 | $485.0K | 0.12% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 2,910 | $487.0K | 0.14% | +12+0.4% | Added |
| Inspirion Wealth Advisors, LLC | 2,917 | $488.0K | 0.10% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,924 | $489.0K | 0.41% | −7−0.2% | Reduced |
| Winfield Associates, Inc. | 2,925 | $490.0K | 0.18% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,934 | $491.0K | 0.31% | +3+0.1% | Added |
| Carson Advisory Inc. | 2,931 | $491.0K | 0.49% | +104+3.7% | Added |
| Sanford Advisory Services, LLC | 2,940 | $492.0K | 0.13% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,861 | $492.0K | 0.02% | +107+3.9% | Added |
| Spinnaker Investment Group, LLC | 2,929 | $493.0K | 0.16% | −14−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 2,954 | $494.0K | 0.06% | +134+4.8% | Added |
| Integral Investment Advisors, Inc. | 2,953 | $494.0K | 0.31% | +557+23.2% | Added |
| Bouchey Financial Group Ltd | 2,955 | $495.0K | 0.07% | −114−3.7% | Reduced |
| Allen Investment Management LLC | 2,961 | $496.0K | 0.01% | −5,000−62.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,969 | $497.0K | 0.13% | −58−1.9% | Reduced |
| Paradigm Capital Management, LLC | 2,970 | $497.0K | 0.50% | −10−0.3% | Reduced |