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 |
|---|---|---|---|---|---|
| Rice Hall James & Associates, LLC | 2,978 | $498.0K | 0.02% | −29−1.0% | Reduced |
| Advisors Preferred, LLC | 2,933 | $498.0K | 0.04% | +2,933 | New |
| Stanley-Laman Group, Ltd. | 2,977 | $498.0K | 0.07% | +2,977 | New |
| Tru Independence Asset Management 2, LLC | 2,982 | $499.0K | 0.29% | −309−9.4% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,996 | $501.0K | 0.33% | +9+0.3% | Added |
| WSFS Capital Management, LLC | 2,995 | $501.0K | 0.14% | +1,616+117.2% | Added |
| Birmingham Capital Management Co Inc | 3,003 | $503.0K | 0.18% | 00.0% | Unchanged |
| Planning Directions Inc | 3,018 | $505.0K | 0.35% | −151−4.8% | Reduced |
| CVA Family Office, LLC | 3,021 | $506.0K | 0.12% | +10.0% | Added |
| Morris Capital Advisors, LLC | 3,028 | $507.0K | 0.39% | −27−0.9% | Reduced |
| Traynor Capital Management, Inc. | 3,031 | $507.0K | 0.07% | −11−0.4% | Reduced |
| Sunburst Financial Group, LLC | 3,029 | $507.0K | 0.25% | +194+6.8% | Added |
| Tortoise Investment Management, LLC | 3,036 | $508.0K | 0.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,033 | $508.0K | 0.27% | +621+25.7% | Added |
| Index Fund Advisors, Inc. | 3,041 | $509.0K | 0.04% | −131−4.1% | Reduced |
| Merrion Investment Management Co, LLC | 3,045 | $509.0K | 0.37% | 00.0% | Unchanged |
| Willner & Heller, LLC | 2,927 | $509.0K | 0.63% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,046 | $510.0K | 0.06% | −79−2.5% | Reduced |
| Delta Investment Management, LLC | 3,055 | $511.0K | 0.15% | +2+0.1% | Added |
| Diversified, LLC | 3,057 | $512.0K | 0.21% | −67−2.1% | Reduced |
| South Street Advisors LLC | 3,065 | $513.0K | 0.10% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3,067 | $513.0K | 0.08% | +10+0.3% | Added |
| TFC Financial Management | 3,070 | $514.0K | 0.15% | 00.0% | Unchanged |
| Tillar-Wenstrup Advisors, LLC | 3,076 | $515.0K | 0.25% | 00.0% | Unchanged |
| Marco Investment Management LLC | 3,075 | $515.0K | 0.05% | +14+0.5% | Added |
| Warren Averett Asset Management, LLC | 3,077 | $515.0K | 0.04% | +57+1.9% | Added |
| Garner Asset Management Corp | 3,100 | $519.0K | 0.21% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 3,101 | $519.0K | 0.33% | +174+5.9% | Added |
| Baker Avenue Asset Management, LP | 3,102 | $519.0K | 0.03% | +277+9.8% | Added |
| Trillium Asset Management, LLC | 3,102 | $519.0K | 0.01% | +872+39.1% | Added |
| DeDora Capital, Inc. | 3,110 | $520.0K | 0.21% | −20,205−86.7% | Reduced |
| Samalin Investment Counsel, LLC | 3,106 | $520.0K | 0.32% | +571+22.5% | Added |
| Semmax Financial Advisors Inc. | 3,111 | $521.0K | 0.21% | −419−11.9% | Reduced |
| Probity Advisors, Inc. | 3,111 | $521.0K | 0.11% | −293−8.6% | Reduced |
| Ballast Advisors LLC | 3,116 | $522.0K | 0.20% | −27−0.9% | Reduced |
| PCG Wealth Advisors, LLC | 3,118 | $522.0K | 0.33% | +312+11.1% | Added |
| Perfromance Wealth Partners, LLC | 3,138 | $525.0K | 0.02% | −64−2.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3,139 | $525.0K | 0.09% | −9−0.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,141 | $525.0K | 0.03% | +217+7.4% | Added |
| Intelligent Financial Strategies | 3,145 | $526.0K | 0.51% | −662−17.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,152 | $527.0K | 0.12% | +535+20.4% | Added |
| Single Point Partners, LLC | 3,150 | $527.0K | 0.13% | +576+22.4% | Added |
| Hubbell Strickland Wealth Management, LLC | 3,153 | $528.0K | 0.31% | −370−10.5% | Reduced |
| CMG Global Holdings, LLC | 3,156 | $528.0K | 0.43% | +268+9.3% | Added |
| LexAurum Advisors, LLC | 3,163 | $529.0K | 0.17% | +70+2.3% | Added |
| BCJ Capital Management, LLC | 3,160 | $529.0K | 0.05% | +598+23.3% | Added |
| Capital Market Strategies LLC | 3,179 | $532.0K | 0.46% | +7+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 3,062 | $532.0K | 0.03% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 2,995 | $532.0K | 0.29% | +40+1.4% | Added |
| LifePro Asset Management | 3,191 | $534.0K | 0.19% | −77−2.4% | Reduced |
| Burton Enright Welch | 3,195 | $534.8K | 0.30% | +101+3.3% | Added |
| Ironwood Investment Management LLC | 3,204 | $536.0K | 0.29% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,204 | $536.0K | 0.34% | +41+1.3% | Added |
| Castleview Partners, LLC | 3,213 | $537.0K | 0.33% | −955,260−99.7% | Reduced |
| F3Logic, LLC | 3,194 | $537.0K | 0.08% | −37−1.1% | Reduced |
| Wayfinding Financial, LLC | 3,157 | $537.0K | 0.45% | +258+8.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,232 | $540.0K | 0.03% | −650−16.7% | Reduced |
| Optas, LLC | 3,231 | $541.0K | 0.18% | −287−8.2% | Reduced |
| Fort Point Capital Partners LLC | 3,241 | $542.0K | 0.08% | −35−1.1% | Reduced |
| Sigma Investment Counselors Inc | 3,244 | $543.0K | 0.04% | −390−10.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,059 | $543.0K | 0.27% | +256+9.1% | Added |
| Leonteq Securities AG | 3,247 | $543.5K | 0.02% | +2,768+577.9% | Added |
| Verity Asset Management, Inc. | 3,235 | $544.0K | 0.35% | −1,278−28.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,260 | $546.0K | 0.21% | 00.0% | Unchanged |
| ERn Financial, LLC | 3,264 | $546.0K | 0.12% | +3,264 | New |
| Alesco Advisors LLC | 3,269 | $547.0K | 0.02% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,311 | $548.0K | 0.53% | +1,459+78.8% | Added |
| Rockbridge Investment Management, LCC | 3,245 | $550.9K | 0.08% | −1,211−27.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,295 | $552.0K | 0.52% | −12−0.4% | Reduced |
| Birchcreek Wealth Management, LLC | 3,298 | $552.0K | 0.49% | 00.0% | Unchanged |
| Riverview Trust Co | 3,297 | $552.0K | 0.41% | +920+38.7% | Added |
| Andesa Financial Management Inc. | 3,282 | $553.0K | 0.30% | −190−5.5% | Reduced |
| Eqis Capital Management, Inc. | 3,304 | $553.0K | 0.05% | −11−0.3% | Reduced |
| Aua Capital Management, LLC | 3,314 | $555.0K | 0.30% | +359+12.1% | Added |
| Convergence Investment Partners, LLC | 3,322 | $556.0K | 0.29% | −12−0.4% | Reduced |
| Good Life Advisors, LLC | 3,319 | $556.0K | 0.07% | +275+9.0% | Added |
| Hamilton Capital, LLC | 3,327 | $557.0K | 0.04% | +737+28.5% | Added |
| Keudell/Morrison Wealth Management | 3,342 | $559.0K | 0.23% | −1,291−27.9% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 3,340 | $559.0K | 0.20% | −252−7.0% | Reduced |
| Wealth Effects LLC | 3,342 | $559.0K | 0.26% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 3,361 | $562.0K | 0.08% | −90−2.6% | Reduced |
| Ssi Investment Management LLC | 3,347 | $562.0K | 0.03% | −35−1.0% | Reduced |
| Wealthspan Partners, LLC | 3,364 | $563.0K | 0.51% | −95−2.7% | Reduced |
| Soltis Investment Advisors LLC | 3,372 | $564.0K | 0.08% | −2−0.1% | Reduced |
| Royal Harbor Partners, LLC | 3,368 | $564.0K | 0.36% | +14+0.4% | Added |
| Tanaka Capital Management Inc | 3,386 | $567.0K | 1.14% | −200−5.6% | Reduced |
| Briggs Advisory Group, Inc. | 3,394 | $568.0K | 0.38% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 3,405 | $570.0K | 0.11% | −15−0.4% | Reduced |
| VELA Investment Management, LLC | 3,407 | $570.0K | 0.36% | 00.0% | Unchanged |
| Landaas & Co | 3,282 | $570.0K | 0.30% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,409 | $571.0K | 0.13% | −90−2.6% | Reduced |
| First National Bank of Hutchinson | 3,418 | $572.0K | 0.33% | −365−9.6% | Reduced |
| Institute for Wealth Management, LLC. | 3,420 | $572.0K | 0.09% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 3,417 | $572.0K | 0.51% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,426 | $573.0K | 0.06% | −375−9.9% | Reduced |
| Five Oceans Advisors | 3,421 | $573.0K | 0.51% | +67+2.0% | Added |
| Central Bank & Trust Co | 3,428 | $574.0K | 0.09% | −19−0.6% | Reduced |
| Cooper/Haims Advisors, LLC | 3,433 | $575.0K | 0.37% | +10.0% | Added |
| Accurate Wealth Management, LLC | 3,434 | $575.0K | 0.26% | +484+16.4% | Added |
| Heartwood Wealth Advisors LLC | 3,444 | $576.0K | 0.09% | +1,084+45.9% | Added |