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 |
|---|---|---|---|---|---|
| Dixon Hubard Feinour & Brown Inc | 43,010 | $7.20M | 0.72% | −901−2.1% | Reduced |
| Toroso Investments, LLC | 42,671 | $7.14M | 0.21% | +4,055+10.5% | Added |
| Spinnaker Trust | 42,538 | $7.12M | 0.48% | −1,205−2.8% | Reduced |
| Whalerock Point Partners, LLC | 42,458 | $7.11M | 2.52% | +1,579+3.9% | Added |
| Avantax Planning Partners, Inc. | 42,304 | $7.08M | 0.28% | +74+0.2% | Added |
| Moneta Group Investment Advisors LLC | 42,162 | $7.06M | 0.28% | −311−0.7% | Reduced |
| Hancock Whitney Corp | 42,118 | $7.05M | 0.24% | −1,080−2.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 42,118 | $7.05M | 2.02% | +1,285+3.1% | Added |
| Bragg Financial Advisors, Inc | 42,050 | $7.04M | 0.41% | +3,644+9.5% | Added |
| Great Valley Advisor Group, Inc. | 41,653 | $7.04M | 0.41% | +364+0.9% | Added |
| Ar Asset Management Inc | 42,009 | $7.03M | 1.78% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 41,892 | $7.01M | 0.77% | +937+2.3% | Added |
| Pacific Global Investment Management CO | 41,871 | $7.01M | 1.37% | −283−0.7% | Reduced |
| Roundview Capital LLC | 41,759 | $6.99M | 0.72% | +1,218+3.0% | Added |
| Horizon Investments, LLC | 41,707 | $6.98M | 0.20% | −12,481−23.0% | Reduced |
| Wetherby Asset Management Inc | 41,697 | $6.98M | 0.40% | +565+1.4% | Added |
| Trustmark National Bank Trust Department | 41,538 | $6.95M | 0.55% | −778−1.8% | Reduced |
| Baker Ellis Asset Management LLC | 41,470 | $6.94M | 1.24% | +320+0.8% | Added |
| River Wealth Advisors LLC | 41,440 | $6.94M | 1.11% | +975+2.4% | Added |
| IFP Advisors, Inc | 73,992 | $6.93M | 0.09% | +51,798+233.4% | Added |
| Van Strum & Towne Inc. | 41,275 | $6.91M | 2.59% | +170+0.4% | Added |
| B. Riley Wealth Management, Inc. | 41,069 | $6.87M | 0.53% | −202−0.5% | Reduced |
| Lountzis Asset Management, LLC | 41,061 | $6.87M | 3.82% | −23−0.1% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $6.86M | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 40,907 | $6.85M | 0.31% | −2,207−5.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 40,835 | $6.83M | 0.61% | +4,176+11.4% | Added |
| Private Wealth Partners, LLC | 40,740 | $6.82M | 0.61% | +1,773+4.6% | Added |
| Westfield Capital Management Co LP | 40,640 | $6.80M | 0.04% | −880−2.1% | Reduced |
| Dorchester Wealth Management Co | 32,500 | $6.80M | 1.09% | −45−0.1% | Reduced |
| Rafferty Asset Management, LLC | 40,609 | $6.80M | 0.04% | +16,126+65.9% | Added |
| TownSquare Capital, LLC | 40,251 | $6.74M | 0.17% | +314+0.8% | Added |
| Keeler Thomas Management LLC | 40,137 | $6.72M | 3.23% | −183−0.5% | Reduced |
| Bell Asset Management Ltd | 40,095 | $6.71M | 1.16% | −5,874−12.8% | Reduced |
| Money Concepts Capital Corp | 39,948 | $6.69M | 0.38% | +7,912+24.7% | Added |
| NTV Asset Management LLC | 39,925 | $6.68M | 1.12% | +140.0% | Added |
| American Assets Investment Management, LLC | 39,800 | $6.66M | 0.70% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 39,742 | $6.65M | 0.95% | −795−2.0% | Reduced |
| Howland Capital Management LLC | 39,650 | $6.64M | 0.36% | +579+1.5% | Added |
| Stokes Family Office, LLC | 39,599 | $6.63M | 0.88% | −850−2.1% | Reduced |
| Icon Wealth Partners, LLC | 39,571 | $6.62M | 0.66% | +806+2.1% | Added |
| Gotham Asset Management, LLC | 39,511 | $6.61M | 0.20% | −589−1.5% | Reduced |
| Destination Wealth Management | 39,374 | $6.59M | 0.24% | +70.0% | Added |
| Ci Investments Inc. | 39,286 | $6.58M | 0.02% | −14,076−26.4% | Reduced |
| Tufton Capital Management | 39,248 | $6.57M | 1.06% | −1,039−2.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 39,126 | $6.55M | 1.60% | −1,753−4.3% | Reduced |
| Hudson Bay Capital Management LP | 38,939 | $6.52M | 0.09% | +38,939 | New |
| Cypress Capital Group | 38,871 | $6.51M | 0.81% | +783+2.1% | Added |
| McKinley Carter Wealth Services, Inc. | 38,641 | $6.47M | 0.51% | +19,278+99.6% | Added |
| Spire Wealth Management | 38,556 | $6.45M | 0.17% | −12,522−24.5% | Reduced |
| Caldwell Trust Co | 38,528 | $6.45M | 0.77% | +223+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 38,156 | $6.39M | 0.20% | −745−1.9% | Reduced |
| Buckingham Capital Management, Inc. | 38,139 | $6.38M | 1.05% | +785+2.1% | Added |
| Private Trust Co NA | 38,084 | $6.38M | 1.00% | −1,898−4.7% | Reduced |
| Bridge Creek Capital Management LLC | 37,827 | $6.33M | 2.11% | +29,409+349.4% | Added |
| Marietta Wealth Management, LLC | 37,768 | $6.32M | 1.32% | +216+0.6% | Added |
| JGP Wealth Management, LLC | 36,387 | $6.30M | 1.16% | +1,129+3.2% | Added |
| Spectrum Management Group, LLC | 37,440 | $6.27M | 0.99% | +849+2.3% | Added |
| Principal Street Partners, LLC | 37,364 | $6.25M | 1.43% | +1,527+4.3% | Added |
| Mattern Capital Management, LLC | 37,216 | $6.23M | 1.11% | +365+1.0% | Added |
| Northwest & Ethical Investments L.P. | 37,207 | $6.23M | 0.20% | −2,792−7.0% | Reduced |
| Cambridge Trust Co | 37,377 | $6.22M | 0.22% | −1,749−4.5% | Reduced |
| Schnieders Capital Management LLC | 36,889 | $6.17M | 1.47% | +82+0.2% | Added |
| Brewin Dolphin Wealth Management Ltd | 36,784 | $6.16M | 0.69% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 36,649 | $6.13M | 2.40% | +36,649 | New |
| Hennessy Advisors Inc | 36,500 | $6.11M | 0.32% | +2,200+6.4% | Added |
| Roberts Glore & Co Inc | 36,396 | $6.09M | 1.76% | −1,069−2.9% | Reduced |
| Albion Financial Group | 36,392 | $6.09M | 0.52% | −2,464−6.3% | Reduced |
| Trust Co of Oklahoma | 36,344 | $6.08M | 2.33% | −2,448−6.3% | Reduced |
| Somerville Kurt F | 36,328 | $6.08M | 0.98% | −4,292−10.6% | Reduced |
| Ibex Wealth Advisors | 36,278 | $6.07M | 1.16% | +5,114+16.4% | Added |
| ARS Wealth Advisors Group, LLC | 36,204 | $6.06M | 1.06% | +1,048+3.0% | Added |
| Panagora Asset Management Inc | 36,189 | $6.06M | 0.03% | −17,932−33.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 36,172 | $6.05M | 0.52% | +3,358+10.2% | Added |
| SevenBridge Financial Group, LLC | 35,990 | $6.02M | 2.11% | −1,873−4.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 35,982 | $6.02M | 0.37% | +1,883+5.5% | Added |
| Venture Visionary Partners LLC | 35,816 | $5.99M | 0.40% | +2,254+6.7% | Added |
| Pavion Blue Capital, LLC | 35,789 | $5.99M | 3.51% | −248−0.7% | Reduced |
| Perkins Coie Trust Co | 35,552 | $5.95M | 1.85% | −542−1.5% | Reduced |
| Chicago Trust Co NA | 35,406 | $5.93M | 1.27% | +1,175+3.4% | Added |
| Lavaca Capital LLC | 35,106 | $5.88M | 2.52% | +2,084+6.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $5.86M | 1.71% | 00.0% | Unchanged |
| Investment House LLC | 34,911 | $5.84M | 0.43% | −30−0.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 34,682 | $5.80M | 1.67% | +623+1.8% | Added |
| American Trust | 34,420 | $5.76M | 0.39% | +13,334+63.2% | Added |
| BKD Wealth Advisors, LLC | 34,399 | $5.76M | 0.24% | +110+0.3% | Added |
| Fundamentun, LLC | 34,236 | $5.73M | 0.95% | +1,350+4.1% | Added |
| Financial Architects, Inc | 34,214 | $5.73M | 0.82% | −539−1.6% | Reduced |
| Mendel Money Management | 34,089 | $5.71M | 2.79% | +3,182+10.3% | Added |
| Family Capital Trust Co | 34,069 | $5.70M | 1.85% | +170+0.5% | Added |
| Hall Laurie J Trustee | 34,064 | $5.70M | 2.19% | −559−1.6% | Reduced |
| Hartford Financial Management Inc. | 33,933 | $5.68M | 1.37% | 00.0% | Unchanged |
| Diversified Trust Co | 33,889 | $5.67M | 0.20% | +847+2.6% | Added |
| Penobscot Investment Management Company, Inc. | 33,850 | $5.67M | 0.83% | −1,685−4.7% | Reduced |
| Costello Asset Management, INC | 33,752 | $5.65M | 3.88% | −1,958−5.5% | Reduced |
| Ayrshire Capital Management LLC | 33,733 | $5.65M | 3.33% | +250+0.7% | Added |
| Telemus Capital, LLC | 33,611 | $5.63M | 0.49% | +808+2.5% | Added |
| Asset Management Group, Inc. | 33,586 | $5.62M | 1.18% | +345+1.0% | Added |
| Eastover Investment Advisors LLC | 33,483 | $5.60M | 2.96% | +3,357+11.1% | Added |
| Hallmark Capital Management Inc | 33,343 | $5.58M | 0.47% | +345+1.0% | Added |
| Garland Capital Management Inc | 33,327 | $5.58M | 3.69% | +830+2.6% | Added |