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 |
|---|---|---|---|---|---|
| City Holding Co | 33,205 | $5.56M | 0.90% | −70−0.2% | Reduced |
| TD Private Client Wealth LLC | 33,116 | $5.54M | 0.24% | −8,809−21.0% | Reduced |
| Whitener Capital Management, Inc. | 33,111 | $5.54M | 2.08% | +1,132+3.5% | Added |
| High Net Worth Advisory Group LLC | 33,011 | $5.53M | 2.01% | −525−1.6% | Reduced |
| First Personal Financial Services | 32,700 | $5.47M | 1.28% | +130.0% | Added |
| KMG Fiduciary Partners, LLC | 32,657 | $5.47M | 0.87% | −5,174−13.7% | Reduced |
| SP Asset Management | 32,620 | $5.46M | 0.59% | +406+1.3% | Added |
| Harbor Advisory Corp | 32,590 | $5.46M | 2.19% | −911−2.7% | Reduced |
| Eagle Global Advisors LLC | 32,563 | $5.45M | 0.34% | 00.0% | Unchanged |
| First Interstate Bank | 32,515 | $5.44M | 0.51% | +8,799+37.1% | Added |
| Marshall & Sullivan Inc | 32,511 | $5.44M | 3.03% | −901−2.7% | Reduced |
| Concentric Wealth Management, LLC | 32,511 | $5.44M | 1.57% | +264+0.8% | Added |
| Trinity Legacy Partners, LLC | 32,463 | $5.43M | 1.83% | +5,022+18.3% | Added |
| Fred Alger Management, LLC | 32,352 | $5.42M | 0.02% | +2,330+7.8% | Added |
| Raab & Moskowitz Asset Management LLC | 32,328 | $5.41M | 1.86% | +88+0.3% | Added |
| Skba Capital Management LLC | 32,290 | $5.41M | 0.98% | −4,700−12.7% | Reduced |
| BLB&B Advisors, LLC | 32,290 | $5.41M | 0.36% | −949−2.9% | Reduced |
| Modera Wealth Management, LLC | 32,115 | $5.38M | 0.24% | −9,158−22.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 32,010 | $5.36M | 0.54% | −922−2.8% | Reduced |
| Monetary Management Group Inc | 31,975 | $5.35M | 1.42% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 31,965 | $5.35M | 1.19% | +31,965 | New |
| WMS Partners, LLC | 31,869 | $5.33M | 0.73% | +1,682+5.6% | Added |
| LVW Advisors, LLC | 31,865 | $5.33M | 0.94% | −49−0.2% | Reduced |
| Aristotle Capital Management, LLC | 31,849 | $5.33M | 0.01% | −1,129−3.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,828 | $5.33M | 0.73% | +451+1.4% | Added |
| Ropes Wealth Advisors LLC | 31,767 | $5.32M | 0.91% | −715−2.2% | Reduced |
| Great Lakes Advisors, LLC | 31,713 | $5.31M | 0.09% | −2,034−6.0% | Reduced |
| M&R Capital Management Inc | 31,625 | $5.29M | 1.13% | +2,195+7.5% | Added |
| QV Investors Inc. | 31,565 | $5.28M | 0.38% | 00.0% | Unchanged |
| Seeyond | 31,550 | $5.28M | 0.53% | −6,883−17.9% | 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 |
| Stokes Capital Advisors, LLC | 31,423 | $5.26M | 1.53% | −33−0.1% | Reduced |
| Bollard Group LLC | 31,367 | $5.25M | 0.17% | −40.0% | Reduced |
| Peoples Financial Services Corp. | 31,172 | $5.22M | 2.26% | −1,783−5.4% | Reduced |
| 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 |
| Adams Asset Advisors, LLC | 30,635 | $5.13M | 0.75% | 00.0% | Unchanged |
| 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 |
| Peregrine Asset Advisers, Inc. | 30,470 | $5.10M | 2.61% | −12,614−29.3% | Reduced |
| Symmetry Partners, LLC | 30,399 | $5.09M | 0.32% | +13,609+81.1% | Added |
| Alpine Woods Capital Investors, LLC | 30,358 | $5.08M | 0.53% | −6,767−18.2% | Reduced |
| Dean Investment Associates, LLC | 30,340 | $5.08M | 0.91% | −504−1.6% | Reduced |
| Investment Management of Virginia LLC | 30,327 | $5.08M | 0.89% | +2,601+9.4% | Added |
| Rodgers Brothers Inc. | 30,017 | $5.02M | 0.90% | 00.0% | Unchanged |
| 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 |
| Kesler, Norman & Wride, LLC | 29,969 | $5.02M | 1.12% | −110−0.4% | Reduced |
| Quilter Plc | 29,949 | $5.01M | 0.14% | +815+2.8% | Added |
| Kidder Stephen W | 29,927 | $5.01M | 1.62% | +1,350+4.7% | Added |
| Principle Wealth Partners LLC | 29,867 | $5.00M | 0.53% | −127−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 29,855 | $5.00M | 1.10% | −22,229−42.7% | Reduced |
| Koshinski Asset Management, Inc. | 29,854 | $5.00M | 0.41% | +338+1.1% | Added |
| Moody National Bank Trust Division | 29,701 | $4.97M | 0.15% | −3,324−10.1% | Reduced |
| Shorepoint Capital Partners LLC | 29,642 | $4.96M | 2.07% | −446−1.5% | Reduced |
| Apollon Wealth Management, LLC | 29,625 | $4.96M | 0.35% | +3,906+15.2% | 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 |
| Choate Investment Advisors | 29,514 | $4.94M | 0.26% | +279+1.0% | Added |
| Cardinal Capital Management | 29,504 | $4.94M | 1.00% | +472+1.6% | Added |
| Fruth Investment Management | 29,490 | $4.94M | 1.36% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 29,005 | $4.93M | 0.12% | +1,421+5.2% | Added |
| Compton Capital Management Inc | 29,389 | $4.92M | 1.38% | −200−0.7% | Reduced |
| Mechanics Bank Trust Department | 29,352 | $4.91M | 0.76% | −641−2.1% | Reduced |
| Change Path, LLC | 29,347 | $4.91M | 0.25% | +954+3.4% | Added |
| Bank Ozk | 29,282 | $4.90M | 2.10% | −572−1.9% | Reduced |
| United Asset Strategies, Inc. | 29,249 | $4.90M | 0.62% | +914+3.2% | Added |
| Arrow Financial Corp | 29,147 | $4.88M | 0.58% | −444−1.5% | Reduced |
| Pegasus Asset Management, Inc. | 29,120 | $4.87M | 2.12% | −188−0.6% | 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 |
| Boston Research & Management Inc | 29,034 | $4.86M | 1.41% | −8,914−23.5% | Reduced |
| Northwest Investment Counselors, LLC | 29,012 | $4.86M | 1.28% | −228−0.8% | Reduced |
| LMCG Investments, LLC | 28,981 | $4.85M | 0.28% | +28,981 | New |
| 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 |
| Exchange Capital Management, Inc. | 28,911 | $4.84M | 0.91% | +98+0.3% | Added |
| Freestone Capital Holdings, LLC | 28,855 | $4.83M | 0.19% | +2,928+11.3% | Added |
| Baader Bank INC | 28,848 | $4.83M | 0.39% | +16,348+130.8% | Added |
| Valicenti Advisory Services Inc | 28,783 | $4.82M | 1.27% | −200−0.7% | Reduced |
| WBH Advisory Inc | 27,102 | $4.81M | 0.59% | −1,429−5.0% | Reduced |
| Cumberland Partners Ltd | 28,705 | $4.80M | 0.36% | +7,218+33.6% | Added |
| Sound View Wealth Advisors Group, LLC | 28,546 | $4.78M | 0.91% | −1,037−3.5% | Reduced |
| First PREMIER Bank | 28,453 | $4.76M | 1.26% | −100−0.4% | Reduced |
| Hightower 6M Holding, LLC | 28,433 | $4.76M | 0.36% | +28,433 | New |
| Capital Analysts, LLC | 28,381 | $4.75M | 0.30% | +251+0.9% | Added |
| Rossmore Private Capital | 28,376 | $4.75M | 0.74% | −363−1.3% | Reduced |
| Long Road Investment Counsel, LLC | 28,300 | $4.74M | 2.13% | −1,100−3.7% | Reduced |
| Bessemer Securities LLC | 28,291 | $4.74M | 1.38% | −50−0.2% | Reduced |
| Essex Financial Services, Inc. | 28,229 | $4.72M | 0.45% | +673+2.4% | Added |
| RNC Capital Management LLC | 28,186 | $4.72M | 0.24% | −681−2.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,172 | $4.71M | 0.68% | +2,310+8.9% | Added |
| Deseret Mutual Benefit Administrators | 27,939 | $4.68M | 0.94% | −4,974−15.1% | Reduced |
| Hall Capital Management Co Inc | 27,883 | $4.67M | 2.73% | +232+0.8% | Added |
| Baugh & Associates, LLC | 27,681 | $4.63M | 2.72% | −100−0.4% | Reduced |
| Beaton Management Co. Inc. | 27,633 | $4.63M | 2.86% | +267+1.0% | Added |
| Harbour Capital Advisors, LLC | 27,596 | $4.62M | 1.26% | +95+0.3% | Added |
| Confluence Wealth Services, Inc. | 27,538 | $4.61M | 1.66% | +35+0.1% | Added |