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, Q3 2022
Institutional positions in PepsiCo Inc as of Sep 30, 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
- 3,008
- +32 vs. Q2 2022
- Shares held
- 994.5M
- +2.05M (+0.2%) vs. Q2 2022
- Total value
- $162.4B
- −$3.15B (−1.9%) vs. Q2 2022
- New holders
- 126
- 1,311 more added
- Sold out
- 94
- 1,181 more reduced
41 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 19,842 | $3.24M | 0.31% | −3,077−13.4% | Reduced |
| Investmark Advisory Group LLC | 19,853 | $3.24M | 2.91% | +480+2.5% | Added |
| RFG Advisory, LLC | 17,934 | $3.24M | 0.18% | +1,420+8.6% | Added |
| Cottage Street Advisors LLC | 19,881 | $3.25M | 2.66% | +36+0.2% | Added |
| Regal Investment Advisors LLC | 19,895 | $3.25M | 0.35% | +1,914+10.6% | Added |
| Bull Street Advisors, LLC | 19,959 | $3.26M | 1.83% | +18+0.1% | Added |
| Princeton Global Asset Management LLC | 20,040 | $3.27M | 1.14% | +81+0.4% | Added |
| Heritage Trust Co | 20,071 | $3.28M | 0.57% | +420+2.1% | Added |
| GPS Wealth Strategies Group, LLC | 20,070 | $3.28M | 0.83% | +317+1.6% | Added |
| Wimmer Associates 1, LLC | 18,130 | $3.29M | 2.18% | −85−0.5% | Reduced |
| Baxter Bros Inc | 20,209 | $3.30M | 0.58% | +1,792+9.7% | Added |
| Cadent Capital Advisors, LLC | 20,224 | $3.30M | 1.98% | +90.0% | Added |
| Asio Capital, LLC | 20,224 | $3.30M | 1.05% | +1,099+5.7% | Added |
| Aspiriant, LLC | 20,207 | $3.30M | 0.16% | +80+0.4% | Added |
| Investment Partners, Ltd. | 20,239 | $3.30M | 0.98% | +12,583+164.4% | Added |
| Amussen Hunsaker Associates LLC | 20,247 | $3.31M | 0.94% | +693+3.5% | Added |
| Fairhaven Wealth Management, LLC | 20,332 | $3.32M | 1.48% | −854−4.0% | Reduced |
| Metis Global Partners, LLC | 20,404 | $3.33M | 0.54% | −2,582−11.2% | Reduced |
| Northstar Group, Inc. | 20,409 | $3.33M | 1.00% | −64−0.3% | Reduced |
| McDonald Partners LLC | 20,422 | $3.33M | 1.27% | −8,067−28.3% | Reduced |
| Capital Asset Advisory Services LLC | 20,482 | $3.34M | 0.43% | +1,067+5.5% | Added |
| Cutter & CO Brokerage, Inc. | 20,517 | $3.35M | 1.25% | −516−2.5% | Reduced |
| Triangle Securities Wealth Management | 20,523 | $3.35M | 1.37% | −266−1.3% | Reduced |
| Essex Savings Bank | 20,585 | $3.36M | 1.34% | +773+3.9% | Added |
| Independent Investors Inc | 20,596 | $3.36M | 0.96% | −25−0.1% | Reduced |
| Estabrook Capital Management | 20,623 | $3.37M | 0.63% | −208−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 20,651 | $3.37M | 0.46% | −1,747−7.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 20,772 | $3.38M | 3.41% | −19−0.1% | Reduced |
| Strategic Financial Services, Inc, | 20,735 | $3.38M | 0.30% | −572−2.7% | Reduced |
| Smithbridge Asset Management Inc | 20,750 | $3.39M | 1.39% | +1,287+6.6% | Added |
| Tokio Marine Asset Management Co Ltd | 20,846 | $3.40M | 0.29% | +2,054+10.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 20,865 | $3.41M | 0.04% | −320−1.5% | Reduced |
| Physicians Financial Services, Inc. | 20,897 | $3.41M | 1.65% | −888−4.1% | Reduced |
| Tiedemann Advisors, LLC | 20,931 | $3.42M | 0.21% | −146−0.7% | Reduced |
| IHT Wealth Management, LLC | 20,915 | $3.42M | 0.26% | +6,799+48.2% | Added |
| CIBC World Markets Corp | 20,941 | $3.42M | 0.05% | −152,657−87.9% | Reduced |
| Verdence Capital Advisors LLC | 20,984 | $3.43M | 0.47% | +62+0.3% | Added |
| Waldron Private Wealth LLC | 21,016 | $3.43M | 0.21% | +420+2.0% | Added |
| Watchman Group, Inc. | 21,051 | $3.44M | 2.16% | −35−0.2% | Reduced |
| Somerset Trust Co | 21,065 | $3.44M | 1.60% | +237+1.1% | Added |
| Leavell Investment Management, Inc. | 21,083 | $3.44M | 0.27% | +765+3.8% | Added |
| Smith Shellnut Wilson LLC | 21,194 | $3.46M | 2.30% | +104+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 21,232 | $3.47M | 2.80% | −200−0.9% | Reduced |
| Jag Capital Management, LLC | 21,235 | $3.47M | 0.48% | −131−0.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 21,260 | $3.47M | 1.46% | +90.0% | Added |
| Dynamic Advisor Solutions LLC | 21,259 | $3.47M | 0.26% | +426+2.0% | Added |
| Anchor Investment Management, LLC | 21,297 | $3.48M | 0.54% | +170+0.8% | Added |
| Bristlecone Advisors, LLC | 21,314 | $3.48M | 0.45% | −51−0.2% | Reduced |
| Aull & Monroe Investment Management Corp | 21,387 | $3.49M | 1.91% | −250−1.2% | Reduced |
| Boit C F David | 21,500 | $3.51M | 2.85% | +21,500 | New |
| JB Capital LLC | 21,564 | $3.52M | 0.39% | +1,804+9.1% | Added |
| Garrison Asset Management, LLC | 21,667 | $3.54M | 2.50% | −178−0.8% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 21,669 | $3.54M | 0.43% | +13,280+158.3% | Added |
| Shoker Investment Counsel, Inc. | 21,743 | $3.55M | 1.86% | +424+2.0% | Added |
| AllGen Financial Advisors, Inc. | 63,469 | $3.55M | 2.77% | +49,771+363.3% | Added |
| Bill Few Associates, Inc. | 21,878 | $3.57M | 2.42% | −287−1.3% | Reduced |
| Country Club Bank | 21,628 | $3.60M | 0.34% | +633+3.0% | Added |
| Notis-McConarty Edward | 22,088 | $3.61M | 1.61% | −266−1.2% | Reduced |
| United Capital Management of KS, Inc. | 22,101 | $3.61M | 1.69% | +434+2.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,126 | $3.61M | 2.80% | −69−0.3% | Reduced |
| Global Retirement Partners, LLC | 19,899 | $3.61M | 0.27% | +291+1.5% | Added |
| Inscription Capital, LLC | 22,140 | $3.62M | 1.02% | −49,409−69.1% | Reduced |
| Mission Wealth Management, LP | 22,153 | $3.62M | 0.19% | +777+3.6% | Added |
| Delta Capital Management LLC | 22,185 | $3.62M | 2.95% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 22,264 | $3.63M | 1.69% | +1,302+6.2% | Added |
| Integrated Advisors Network LLC | 22,291 | $3.64M | 0.25% | +895+4.2% | Added |
| Cullinan Associates Inc | 22,346 | $3.65M | 0.23% | +1,000+4.7% | Added |
| Virginia Wealth Management Group, Inc. | 22,377 | $3.65M | 2.73% | +4,906+28.1% | Added |
| Mathes Company, Inc. | 22,391 | $3.66M | 2.04% | −100−0.4% | Reduced |
| GSB Wealth Management, LLC | 22,431 | $3.66M | 1.33% | −248−1.1% | Reduced |
| Adirondack Trust Co | 22,431 | $3.66M | 2.05% | +60.0% | Added |
| Texas Yale Capital Corp. | 22,451 | $3.67M | 0.23% | +140+0.6% | Added |
| Peloton Wealth Strategists | 22,462 | $3.67M | 1.91% | −43−0.2% | Reduced |
| Two Sigma Securities, LLC | 22,534 | $3.68M | 0.52% | +16,182+254.8% | Added |
| PFG Advisors | 22,557 | $3.68M | 0.42% | −736−3.2% | Reduced |
| M Holdings Securities, Inc. | 22,647 | $3.70M | 0.41% | −113−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 22,718 | $3.71M | 0.61% | −489−2.1% | Reduced |
| Donaldson Capital Management, LLC | 22,776 | $3.72M | 0.20% | −1,018−4.3% | Reduced |
| Quantinno Capital Management LP | 22,782 | $3.72M | 0.48% | +1,859+8.9% | Added |
| Asset Dedication, LLC | 22,891 | $3.72M | 0.41% | +22,891 | New |
| Beck Mack & Oliver LLC | 22,838 | $3.73M | 0.12% | −147−0.6% | Reduced |
| Coastal Bridge Advisors, LLC | 22,916 | $3.74M | 1.01% | +40+0.2% | Added |
| Riverbridge Partners LLC | 22,928 | $3.74M | 0.06% | −109−0.5% | Reduced |
| Union Heritage Capital, LLC | 23,095 | $3.77M | 2.50% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 23,093 | $3.77M | 0.38% | +377+1.7% | Added |
| NovaPoint Capital, LLC | 23,118 | $3.77M | 1.72% | +12+0.1% | Added |
| Ballentine Partners, LLC | 23,215 | $3.79M | 0.13% | +2,540+12.3% | Added |
| Evergreen Capital Management LLC | 23,229 | $3.79M | 0.20% | +2,486+12.0% | Added |
| Broderick Brian C | 23,265 | $3.80M | 1.19% | −610−2.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 23,353 | $3.81M | 1.01% | +438+1.9% | Added |
| Wolverine Asset Management LLC | 23,378 | $3.82M | 0.06% | +23,378 | New |
| Sumitomo Life Insurance Co | 23,387 | $3.82M | 0.16% | −2,831−10.8% | Reduced |
| Lake Street Advisors Group, LLC | 23,430 | $3.83M | 0.28% | −53−0.2% | Reduced |
| Financial Advisory Partners, LLC | 23,435 | $3.83M | 1.67% | +44+0.2% | Added |
| Confluence Wealth Services, Inc. | 23,514 | $3.84M | 1.62% | +23,514 | New |
| Mark Stevens | 23,591 | $3.85M | 0.54% | −1,490−5.9% | Reduced |
| J. W. Coons Advisors, LLC | 23,606 | $3.85M | 1.46% | +1,200+5.4% | Added |
| Ledyard National Bank | 23,647 | $3.86M | 0.50% | +181+0.8% | Added |
| Capital Insight Partners, LLC | 23,684 | $3.87M | 1.04% | −971−3.9% | Reduced |
| Schulhoff & Co Inc | 23,715 | $3.87M | 2.02% | −366−1.5% | Reduced |