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 |
|---|---|---|---|---|---|
| Grimes & Company, Inc. | 27,474 | $4.60M | 0.24% | +14+0.1% | Added |
| Verity & Verity, LLC | 27,418 | $4.59M | 0.64% | +1,166+4.4% | Added |
| Stone Point Wealth LLC | 26,885 | $4.56M | 2.55% | +12,288+84.2% | Added |
| AMG National Trust Bank | 27,142 | $4.54M | 0.15% | +39+0.1% | Added |
| Altium Wealth Management LLC | 27,123 | $4.54M | 0.29% | +1,363+5.3% | Added |
| BOK Financial Private Wealth, Inc. | 27,093 | $4.54M | 0.32% | +1,123+4.3% | Added |
| Belpointe Asset Management LLC | 27,037 | $4.53M | 0.27% | +2,438+9.9% | Added |
| Citizens National Bank Trust Department | 26,347 | $4.52M | 1.82% | −375−1.4% | Reduced |
| Paradigm Financial Partners, LLC | 26,211 | $4.52M | 1.00% | +879+3.5% | Added |
| Viking Fund Management LLC | 27,000 | $4.52M | 1.03% | +2,000+8.0% | Added |
| Resources Investment Advisors, LLC. | 26,983 | $4.52M | 0.17% | +4,335+19.1% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.51M | 0.99% | 00.0% | Unchanged |
| McDonald Partners LLC | 26,959 | $4.51M | 0.98% | +26,950+299,444.4% | Added |
| SeaCrest Wealth Management, LLC | 26,940 | $4.51M | 0.52% | −8,463−23.9% | Reduced |
| Equitable Holdings, Inc. | 26,909 | $4.50M | 0.07% | +2,116+8.5% | Added |
| Crestwood Advisors Group LLC | 26,856 | $4.50M | 0.13% | −1,641−5.8% | Reduced |
| Westhampton Capital, LLC | 26,733 | $4.47M | 2.88% | −28−0.1% | Reduced |
| Empirical Finance, LLC | 26,710 | $4.47M | 0.50% | +2,955+12.4% | Added |
| Lyell Wealth Management, LP | 26,686 | $4.47M | 0.57% | −836−3.0% | Reduced |
| Nixon Peabody Trust Co | 26,679 | $4.47M | 1.54% | −3,281−11.0% | Reduced |
| Grace & White Inc | 26,649 | $4.46M | 0.84% | −2,668−9.1% | Reduced |
| Peterson Wealth Management | 26,613 | $4.46M | 2.99% | +919+3.6% | Added |
| Cornerstone Wealth Group, LLC | 26,608 | $4.45M | 0.82% | +2,914+12.3% | Added |
| Surevest, LLC | 26,600 | $4.45M | 1.07% | −7,800−22.7% | Reduced |
| Marietta Investment Partners LLC | 26,600 | $4.45M | 1.02% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 26,472 | $4.43M | 0.82% | −100−0.4% | Reduced |
| Spears Abacus Advisors LLC | 26,379 | $4.42M | 0.33% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 26,366 | $4.41M | 0.24% | −3,133−10.6% | Reduced |
| Morgan Jess S & Co Inc | 26,356 | $4.41M | 3.21% | −2,190−7.7% | Reduced |
| Integrated Wealth Concepts LLC | 26,327 | $4.41M | 0.13% | +2,176+9.0% | Added |
| Guardian Capital LP | 26,317 | $4.41M | 0.09% | +2,700+11.4% | Added |
| North Star Asset Management Inc | 26,304 | $4.40M | 0.24% | −369−1.4% | Reduced |
| Verition Fund Management LLC | 26,298 | $4.40M | 0.08% | +7,850+42.6% | Added |
| Peninsula Asset Management Inc | 26,287 | $4.40M | 2.23% | −100.0% | Reduced |
| Hotaling Investment Management, LLC | 26,259 | $4.39M | 1.69% | +5,825+28.5% | Added |
| Vestmark Advisory Solutions, Inc. | 26,248 | $4.39M | 0.25% | +1,844+7.6% | Added |
| Hamilton Point Investment Advisors, LLC | 26,172 | $4.38M | 1.13% | +446+1.7% | Added |
| Brick & Kyle, Associates | 26,133 | $4.37M | 2.12% | −188−0.7% | Reduced |
| TRUE Private Wealth Advisors | 25,130 | $4.37M | 0.61% | −627−2.4% | Reduced |
| Azzad Asset Management Inc | 26,100 | $4.37M | 0.63% | +1,120+4.5% | Added |
| Mark Stevens | 26,035 | $4.36M | 0.49% | −673−2.5% | Reduced |
| Equitable Trust Co | 25,938 | $4.34M | 0.28% | −6,477−20.0% | Reduced |
| Grandfield & Dodd, LLC | 25,898 | $4.33M | 0.29% | −1,893−6.8% | Reduced |
| Gladstone Institutional Advisory LLC | 25,826 | $4.32M | 0.29% | +15,281+144.9% | Added |
| Blueshift Asset Management, LLC | 25,809 | $4.32M | 0.39% | −19,626−43.2% | Reduced |
| Essex LLC | 25,777 | $4.32M | 1.17% | +2,021+8.5% | Added |
| Shufro Rose & Co LLC | 25,766 | $4.31M | 0.33% | +121+0.5% | Added |
| Domani Wealth, LLC | 25,718 | $4.30M | 0.93% | −25−0.1% | Reduced |
| Security National Bank | 25,713 | $4.30M | 0.98% | −242−0.9% | Reduced |
| Sumitomo Life Insurance Co | 25,701 | $4.30M | 0.11% | −381−1.5% | Reduced |
| Pettee Investors, Inc. | 25,667 | $4.30M | 1.89% | −63−0.2% | Reduced |
| Elk River Wealth Management, LLC | 25,550 | $4.28M | 0.93% | +1,669+7.0% | Added |
| Pegasus Partners Ltd. | 25,526 | $4.27M | 0.75% | +180+0.7% | Added |
| Edgewood Management LLC | 25,481 | $4.26M | 0.01% | −550−2.1% | Reduced |
| Hixon Zuercher, LLC | 25,394 | $4.25M | 2.28% | +185+0.7% | Added |
| Financial & Tax Architects, LLC | 25,311 | $4.24M | 1.60% | +1,165+4.8% | Added |
| Chatham Capital Group, Inc. | 25,245 | $4.23M | 0.82% | −1,420−5.3% | Reduced |
| Laurel Wealth Advisors LLC | 25,247 | $4.23M | 0.91% | +107+0.4% | Added |
| Bank of New Hampshire | 25,217 | $4.22M | 1.03% | +37+0.1% | Added |
| Transcend Wealth Collective, LLC | 25,104 | $4.20M | 0.38% | +1,245+5.2% | Added |
| St. James Investment Advisors, LLC | 25,104 | $4.20M | 3.37% | +3,215+14.7% | Added |
| Addison Capital Co | 25,031 | $4.19M | 1.99% | −182−0.7% | Reduced |
| Bangor Savings Bank | 25,023 | $4.19M | 0.44% | +733+3.0% | Added |
| Agf Investments Inc. | 25,017 | $4.19M | 0.03% | −47,886−65.7% | Reduced |
| Coastline Trust Co | 25,006 | $4.18M | 0.51% | −580−2.3% | Reduced |
| Avidian Wealth Solutions, LLC | 24,991 | $4.18M | 0.26% | +317+1.3% | Added |
| Reynders McVeigh Capital Management, LLC | 24,979 | $4.18M | 0.26% | −693−2.7% | Reduced |
| RBA Wealth Management, LLC | 24,982 | $4.18M | 2.01% | +114+0.5% | Added |
| Burney Co | 24,955 | $4.18M | 0.19% | −684−2.7% | Reduced |
| Spring Capital Management, LLC | 24,940 | $4.17M | 3.39% | +1,054+4.4% | Added |
| Benson Investment Management Company, Inc. | 24,865 | $4.16M | 2.09% | −730−2.9% | Reduced |
| Parallel Advisors, LLC | 24,772 | $4.16M | 0.17% | −263−1.1% | Reduced |
| Searle & Co. | 24,850 | $4.16M | 1.53% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 24,840 | $4.16M | 3.18% | −1,425−5.4% | Reduced |
| Wealthspire Advisors, LLC | 24,772 | $4.15M | 0.09% | −4,560−15.5% | Reduced |
| Altfest L J & Co Inc | 24,705 | $4.13M | 0.74% | −19,123−43.6% | Reduced |
| Journey Advisory Group, LLC | 24,698 | $4.13M | 1.05% | +2,519+11.4% | Added |
| Vident Investment Advisory, LLC | 24,673 | $4.13M | 0.11% | +8,094+48.8% | Added |
| Donaldson Capital Management, LLC | 24,673 | $4.13M | 0.19% | −3,148−11.3% | Reduced |
| Atlas Brown,Inc. | 24,643 | $4.13M | 1.68% | −100.0% | Reduced |
| NewSquare Capital LLC | 24,625 | $4.12M | 0.44% | +2,794+12.8% | Added |
| Te Ahumairangi Investment Management Ltd | 24,609 | $4.12M | 0.56% | +145+0.6% | Added |
| Hodges Capital Management Inc. | 24,591 | $4.12M | 0.33% | −446−1.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 24,588 | $4.12M | 0.78% | +37+0.2% | Added |
| Hayek Kallen Investment Management | 24,523 | $4.11M | 1.52% | −253−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 24,502 | $4.10M | 0.80% | −1,140−4.4% | Reduced |
| Cigna Investments Inc | 24,428 | $4.09M | 0.50% | −6,941−22.1% | Reduced |
| Naples Global Advisors, LLC | 24,397 | $4.08M | 0.47% | −570−2.3% | Reduced |
| Cadence Bank NA | 24,349 | $4.08M | 1.14% | +84+0.3% | Added |
| Institutional & Family Asset Management, LLC | 24,315 | $4.07M | 0.64% | +303+1.3% | Added |
| Exeter Financial, LLC | 24,211 | $4.05M | 2.20% | +119+0.5% | Added |
| Schulhoff & Co Inc | 24,143 | $4.04M | 1.70% | −180−0.7% | Reduced |
| Providence Capital Advisors, LLC | 24,116 | $4.04M | 1.07% | +23,380+3,176.6% | Added |
| M Holdings Securities, Inc. | 24,008 | $4.02M | 0.30% | +24,008 | New |
| Ascent Group, LLC | 23,997 | $4.02M | 0.47% | +2,738+12.9% | Added |
| Northeast Financial Consultants Inc | 23,990 | $4.01M | 0.23% | +264+1.1% | Added |
| Natixis Investment Managers International | 23,993 | $4.01M | 0.07% | +23,993 | New |
| V Wealth Advisors LLC | 23,958 | $4.01M | 0.64% | +406+1.7% | Added |
| Broderick Brian C | 23,945 | $4.01M | 1.02% | −123−0.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 23,237 | $4.01M | 0.55% | +2,600+12.6% | Added |