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
- 3,009
- +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
- 1,312 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 | 3,566 | $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, 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 |
|---|---|---|---|---|---|
| Lipe & Dalton | 2,667 | $435.0K | 0.27% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,672 | $436.0K | 0.36% | −605−18.5% | Reduced |
| ERTS Wealth Advisors, LLC | 2,668 | $436.0K | 0.12% | −60−2.2% | Reduced |
| Hartline Investment Corp | 2,672 | $436.0K | 0.36% | +2,672 | New |
| D.B. Root & Company, LLC | 2,680 | $437.0K | 0.20% | +165+6.6% | Added |
| Encompass Wealth Advisors, LLC | 2,677 | $437.0K | 0.17% | +2,677 | New |
| Silver Oak Securities, Inc | 2,583 | $437.7K | 0.10% | +1,372+113.3% | Added |
| XTX Topco Ltd | 2,684 | $438.0K | 0.11% | −8,011−74.9% | Reduced |
| Paulson Wealth Management Inc. | 2,685 | $438.0K | 0.24% | −33−1.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,682 | $438.0K | 0.51% | +175+7.0% | Added |
| Clear Creek Financial Management, LLC | 2,691 | $439.0K | 0.10% | −103−3.7% | Reduced |
| Redwood Investment Management, LLC | 2,691 | $439.0K | 0.09% | +2,691 | New |
| Mascoma Wealth Management LLC | 2,695 | $440.0K | 0.15% | 00.0% | Unchanged |
| Sara-Bay Financial | 2,708 | $442.0K | 0.25% | −17−0.6% | Reduced |
| Texas Capital Bancshares Inc | 2,706 | $442.0K | 0.36% | −10−0.4% | Reduced |
| Zevin Asset Management LLC | 2,705 | $442.0K | 0.10% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,707 | $442.0K | 0.05% | +3+0.1% | Added |
| Donoghue Forlines LLC | 2,711 | $443.0K | 0.16% | −413−13.2% | Reduced |
| Northwest Wealth Management, LLC | 2,711 | $443.0K | 0.20% | +45+1.7% | Added |
| Willow Creek Wealth Management Inc. | 2,717 | $444.0K | 0.09% | +83+3.2% | Added |
| Mezzasalma Advisors, LLC | 2,725 | $445.0K | 0.35% | +55+2.1% | Added |
| Sunflower Bank, N.A. | 2,743 | $448.0K | 0.10% | −1,976−41.9% | Reduced |
| Clearwater Capital Advisors, LLC | 2,747 | $448.0K | 0.06% | −44−1.6% | Reduced |
| Stephenson National Bank & Trust | 2,753 | $449.0K | 0.31% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 2,763 | $451.0K | 0.48% | −240−8.0% | Reduced |
| L2 Asset Management, LLC | 2,762 | $451.0K | 0.34% | +342+14.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,767 | $452.0K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 2,775 | $453.0K | 0.14% | −19−0.7% | Reduced |
| APCM Wealth Management for Individuals | 2,783 | $454.0K | 0.09% | +91+3.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,796 | $456.0K | 0.01% | −720−20.5% | Reduced |
| Reuter James Wealth Management, LLC | 2,790 | $456.0K | 0.31% | −10.0% | Reduced |
| Colonial River Wealth Management, LLC | 2,801 | $457.0K | 0.32% | −521−15.7% | Reduced |
| Morris Retirement Advisors, LLC | 2,831 | $458.0K | 0.39% | −586−17.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,803 | $458.0K | 0.23% | −41−1.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,811 | $458.9K | 0.27% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,819 | $460.0K | 0.16% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,819 | $460.0K | 0.37% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,717 | $460.0K | 0.16% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,825 | $461.0K | 0.18% | −3,057−52.0% | Reduced |
| Dravo Bay LLC | 2,825 | $461.0K | 0.42% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 2,822 | $461.0K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,828 | $462.0K | 0.06% | +50+1.8% | Added |
| Aua Capital Management, LLC | 2,836 | $463.0K | 0.31% | −405−12.5% | Reduced |
| Spartan Planning & Wealth Management | 2,835 | $463.0K | 0.61% | −140−4.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,620 | $467.0K | 0.25% | +13+0.5% | Added |
| Clarity Financial LLC | 2,860 | $467.0K | 0.11% | +717+33.5% | Added |
| Inspirion Wealth Advisors, LLC | 2,867 | $468.0K | 0.11% | −25−0.9% | Reduced |
| Innova Wealth Partners | 2,867 | $468.0K | 0.43% | −25−0.9% | Reduced |
| Bremer Bank National Association | 2,875 | $469.0K | 0.10% | −549−16.0% | Reduced |
| Traynor Capital Management, Inc. | 2,883 | $470.0K | 0.08% | −138−4.6% | Reduced |
| Heritage Investment Group, Inc. | 2,881 | $470.0K | 0.29% | +3+0.1% | Added |
| Stiles Financial Services Inc | 2,881 | $470.0K | 0.29% | +58+2.1% | Added |
| Private Wealth Strategies, L.L.C. | 2,898 | $473.0K | 0.14% | 00.0% | Unchanged |
| LifePro Asset Management | 2,901 | $474.0K | 0.27% | −248−7.9% | Reduced |
| Renasant Bank | 2,913 | $475.0K | 0.42% | +649+28.7% | Added |
| Southland Equity Partners LLC | 2,919 | $476.5K | 0.23% | +12+0.4% | Added |
| Probity Advisors, Inc. | 2,923 | $477.0K | 0.12% | −197−6.3% | Reduced |
| Spinnaker Investment Group, LLC | 2,929 | $477.0K | 0.19% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 2,926 | $477.8K | 0.15% | −10−0.3% | Reduced |
| Keel Point, LLC | 2,926 | $478.0K | 0.08% | +75+2.6% | Added |
| Sterling Financial Planning, Inc. | 2,938 | $480.0K | 0.34% | +2+0.1% | Added |
| Financial Management Network Inc | 2,872 | $480.0K | 0.24% | +20+0.7% | Added |
| Krilogy Financial LLC | 2,942 | $480.0K | 0.06% | +216+7.9% | Added |
| First National Bank Sioux Falls | 2,954 | $482.0K | 0.50% | −12−0.4% | Reduced |
| Steward Financial Group LLC | 2,962 | $483.0K | 0.36% | −18−0.6% | Reduced |
| Morris Capital Advisors, LLC | 2,961 | $483.0K | 0.46% | 00.0% | Unchanged |
| Burton Enright Welch | 2,960 | $483.2K | 0.24% | −151−4.9% | Reduced |
| Willner & Heller, LLC | 2,972 | $485.0K | 0.78% | −3−0.1% | Reduced |
| Wakefield Asset Management LLLP | 2,971 | $485.0K | 0.22% | +1,971+197.1% | Added |
| WSFS Capital Management, LLC | 2,976 | $486.0K | 0.17% | −12−0.4% | Reduced |
| Liberty Wealth Management LLC | 2,981 | $486.0K | 0.13% | +141+5.0% | Added |
| BlackDiamond Wealth Management Inc. | 2,730 | $487.0K | 0.59% | +101+3.8% | Added |
| SPC Financial, Inc. | 2,990 | $488.0K | 0.06% | −221−6.9% | Reduced |
| Orion Capital Management LLC | 2,991 | $488.0K | 0.39% | +186+6.6% | Added |
| Balboa Wealth Partners | 2,986 | $488.0K | 0.21% | +2,986 | New |
| St. Louis Trust Co | 3,300 | $489.0K | 0.14% | −1,550−32.0% | Reduced |
| Horan Securities, Inc. | 2,996 | $489.0K | 0.31% | +500+20.0% | Added |
| Bouchey Financial Group Ltd | 2,999 | $490.0K | 0.07% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 3,001 | $490.0K | 0.17% | +53+1.8% | Added |
| First National Advisers, LLC | 2,999 | $490.0K | 0.73% | +420+16.3% | Added |
| Oldfather Financial Services, LLC | 3,005 | $491.0K | 0.31% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,016 | $492.0K | 0.19% | −212−6.6% | Reduced |
| Apella Capital, LLC | 3,014 | $492.0K | 0.06% | +127+4.4% | Added |
| Simplex Trading, LLC | 3,018 | $492.0K | 0.02% | +3,018 | New |
| Cherry Creek Investment Advisors, Inc. | 3,017 | $493.0K | 0.41% | +11+0.4% | Added |
| Castle Wealth Management LLC | 3,035 | $496.0K | 0.30% | +206+7.3% | Added |
| LifeSteps Financial, Inc. | 3,036 | $496.0K | 0.56% | +332+12.3% | Added |
| Hamilton Capital, LLC | 3,045 | $497.0K | 0.03% | −326−9.7% | Reduced |
| Merrion Investment Management Co, LLC | 3,045 | $497.0K | 0.49% | 00.0% | Unchanged |
| Planning Directions Inc | 3,046 | $497.0K | 0.40% | +13+0.4% | Added |
| Okabena Investment Services Inc | 3,047 | $497.0K | 0.24% | +2,347+335.3% | Added |
| Riverview Capital Advisers, LLC | 3,051 | $498.1K | 0.31% | +127+4.3% | Added |
| BCJ Capital Management, LLC | 3,056 | $499.0K | 0.05% | −86−2.7% | Reduced |
| Intelligent Financial Strategies | 3,054 | $499.0K | 0.52% | +5+0.2% | Added |
| Future Financial Wealth Managment LLC | 2,991 | $499.0K | 0.58% | +67+2.3% | Added |
| One + One Wealth Management, LLC | 3,055 | $499.0K | 0.41% | +200+7.0% | Added |
| South Street Advisors LLC | 3,065 | $500.0K | 0.12% | 00.0% | Unchanged |
| Alesco Advisors LLC | 3,069 | $501.0K | 0.02% | −200−6.1% | Reduced |
| Garde Capital, Inc. | 3,071 | $501.0K | 0.06% | +425+16.1% | Added |
| Tillar-Wenstrup Advisors, LLC | 3,076 | $502.0K | 0.25% | 00.0% | Unchanged |