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 |
|---|---|---|---|---|---|
| Lionsbridge Wealth Management LLC | 8,727 | $1.42M | 2.04% | +48+0.6% | Added |
| Argus Investors' Counsel, Inc. | 8,715 | $1.42M | 1.27% | −2,945−25.3% | Reduced |
| Jefferies Group LLC | 8,700 | $1.42M | 0.04% | +8,700 | New |
| Gratus Capital LLC | 8,693 | $1.42M | 0.15% | +411+5.0% | Added |
| Davis-Rea Ltd. | 8,669 | $1.42M | 0.91% | −10,139−53.9% | Reduced |
| Summit X, LLC | 8,660 | $1.42M | 0.42% | −183−2.1% | Reduced |
| Vident Investment Advisory, LLC | 16,486 | $1.41M | 0.05% | +4,117+33.3% | Added |
| Aberdeen Wealth Management LLC | 8,616 | $1.41M | 1.24% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 8,612 | $1.41M | 1.23% | +1,167+15.7% | Added |
| Alaethes Wealth LLC | 8,595 | $1.40M | 1.03% | +404+4.9% | Added |
| Schechter Investment Advisors, LLC | 8,565 | $1.40M | 0.14% | +1,375+19.1% | Added |
| Algert Global LLC | 8,563 | $1.40M | 0.08% | +8,563 | New |
| Founders Financial Alliance, LLC | 8,499 | $1.39M | 0.71% | +13+0.2% | Added |
| Resurgent Financial Advisors LLC | 8,484 | $1.39M | 0.96% | +163+2.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,481 | $1.39M | 1.06% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,450 | $1.38M | 0.50% | +97+1.2% | Added |
| Lake Street Financial LLC | 8,375 | $1.37M | 0.32% | +82+1.0% | Added |
| Lee Johnson Capital Management, LLC | 8,358 | $1.36M | 2.82% | +196+2.4% | Added |
| Prelude Capital Management, LLC | 8,320 | $1.36M | 0.07% | −3,374−28.9% | Reduced |
| CoreFirst Bank & Trust | 8,314 | $1.36M | 1.17% | +98+1.2% | Added |
| Aviance Capital Partners, LLC | 8,298 | $1.35M | 0.34% | −64−0.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,280 | $1.35M | 0.23% | −23−0.3% | Reduced |
| Meitav Dash Investments Ltd | 8,182 | $1.35M | 0.02% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 8,276 | $1.35M | 0.34% | +1,676+25.4% | Added |
| Court Place Advisors, LLC | 8,232 | $1.34M | 0.54% | 00.0% | Unchanged |
| Monument Capital Management | 8,233 | $1.34M | 0.50% | +5,084+161.4% | Added |
| Birch Capital Management, LLC | 8,208 | $1.34M | 1.01% | −763−8.5% | Reduced |
| Capital Investment Advisory Services, LLC | 8,159 | $1.33M | 0.17% | +30+0.4% | Added |
| Chilton Capital Management LLC | 8,150 | $1.33M | 0.09% | −2,191−21.2% | Reduced |
| Highview Capital Management LLC | 8,150 | $1.33M | 0.99% | +367+4.7% | Added |
| Moser Wealth Advisors, LLC | 8,126 | $1.33M | 1.04% | +10+0.1% | Added |
| Monterey Private Wealth, Inc. | 7,965 | $1.33M | 0.80% | −63−0.8% | Reduced |
| Knuff & Co LLC | 8,114 | $1.32M | 0.63% | −25−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,104 | $1.32M | 0.18% | −787−8.9% | Reduced |
| Aurora Investment Managers, LLC. | 8,096 | $1.32M | 1.31% | −259−3.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,090 | $1.32M | 0.17% | −50−0.6% | Reduced |
| Pinnacle Bancorp, Inc. | 8,074 | $1.32M | 0.57% | −230−2.8% | Reduced |
| Northern Oak Wealth Management Inc | 8,060 | $1.32M | 0.20% | +50+0.6% | Added |
| Ergoteles LLC | 8,056 | $1.31M | 0.05% | +8,056 | New |
| Mitchell & Pahl Private Wealth, LLC | 8,046 | $1.31M | 0.97% | +370+4.8% | Added |
| Pacitti Group Inc. | 8,027 | $1.31M | 1.07% | +76+1.0% | Added |
| Mill Capital Management, LLC | 8,014 | $1.31M | 0.15% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 7,663 | $1.30M | 0.66% | +146+1.9% | Added |
| Sargent Investment Group, LLC | 7,983 | $1.30M | 0.40% | +124+1.6% | Added |
| Ausdal Financial Partners, Inc. | 7,947 | $1.30M | 0.20% | +462+6.2% | Added |
| Brasada Capital Management, LP | 7,925 | $1.29M | 0.31% | +134+1.7% | Added |
| Madden Securities Corp | 7,917 | $1.29M | 0.78% | −50−0.6% | Reduced |
| Nations Financial Group Inc, | 7,916 | $1.29M | 0.19% | +325+4.3% | Added |
| Leonteq Securities AG | 7,914 | $1.29M | 0.07% | +5,756+266.7% | Added |
| Paradigm Asset Management Co LLC | 7,911 | $1.29M | 0.43% | −300−3.7% | Reduced |
| Coastal Investment Advisors, Inc. | 7,869 | $1.28M | 0.34% | +105+1.4% | Added |
| Hudson Value Partners, LLC | 7,864 | $1.28M | 0.86% | −475−5.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,846 | $1.28M | 1.24% | +53+0.7% | Added |
| Smith Anglin Financial, LLC | 7,854 | $1.28M | 0.27% | +18+0.2% | Added |
| Paragon Private Wealth Management, LLC | 7,179 | $1.28M | 1.25% | +2,294+47.0% | Added |
| Centaurus Financial, Inc. | 7,831 | $1.28M | 0.12% | +378+5.1% | Added |
| Timber Creek Capital Management LLC | 7,825 | $1.28M | 0.51% | +100+1.3% | Added |
| Lederer & Associates Investment Counsel | 7,818 | $1.28M | 1.08% | −538−6.4% | Reduced |
| Miracle Mile Advisors, LLC | 7,813 | $1.28M | 0.06% | +276+3.7% | Added |
| Fragasso Group Inc. | 7,796 | $1.27M | 0.18% | −670−7.9% | Reduced |
| Signet Financial Management, LLC | 7,784 | $1.27M | 0.25% | −34−0.4% | Reduced |
| World Equity Group, Inc. | 7,763 | $1.27M | 0.32% | −49−0.6% | Reduced |
| Asset Allocation & Management Company, LLC | 7,755 | $1.27M | 0.55% | 00.0% | Unchanged |
| BBR Partners, LLC | 7,749 | $1.26M | 0.16% | −1,971−20.3% | Reduced |
| Live Oak Private Wealth LLC | 7,746 | $1.26M | 0.28% | −37−0.5% | Reduced |
| 1620 Investment Advisors, Inc. | 7,750 | $1.26M | 1.87% | +10.0% | Added |
| Peachtree Investment Partners, LLC | 7,750 | $1.26M | 0.85% | +1,549+25.0% | Added |
| Regatta Capital Group, LLC | 7,570 | $1.26M | 0.52% | +1,605+26.9% | Added |
| RWM Asset Management, LLC | 7,668 | $1.25M | 0.28% | +4,451+138.4% | Added |
| Optimum Investment Advisors | 7,654 | $1.25M | 0.67% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 7,636 | $1.25M | 0.03% | −379−4.7% | Reduced |
| Old Port Advisors | 7,473 | $1.24M | 0.49% | −70−0.9% | Reduced |
| SFMG, LLC | 7,302 | $1.24M | 0.14% | −19−0.3% | Reduced |
| Perennial Investment Advisors, LLC | 7,566 | $1.24M | 0.56% | +213+2.9% | Added |
| St. Clair Advisors, LLC | 7,562 | $1.23M | 0.99% | +1,790+31.0% | Added |
| Clark Capital Management Group, Inc. | 7,547 | $1.23M | 0.02% | +22+0.3% | Added |
| Foster & Motley Inc | 7,543 | $1.23M | 0.12% | −319−4.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,122 | $1.23M | 0.81% | +436+6.5% | Added |
| Hilltop Holdings Inc. | 7,477 | $1.22M | 0.17% | −116−1.5% | Reduced |
| Boston Common Asset Management, LLC | 7,475 | $1.22M | 0.06% | −28−0.4% | Reduced |
| Continuum Advisory, LLC | 7,446 | $1.22M | 0.21% | −1,492−16.7% | Reduced |
| Woodward Diversified Capital, LLC | 7,451 | $1.22M | 1.00% | −240−3.1% | Reduced |
| Acima Private Wealth, LLC | 7,446 | $1.22M | 0.62% | 00.0% | Unchanged |
| Summit Global Investments | 7,438 | $1.21M | 0.11% | +10.0% | Added |
| Bank of Nova Scotia Trust Co | 7,430 | $1.21M | 0.14% | −195−2.6% | Reduced |
| MEMBERS Trust Co | 7,430 | $1.21M | 0.04% | +300+4.2% | Added |
| Compton Wealth Advisory Group, LLC | 7,415 | $1.21M | 0.51% | +425+6.1% | Added |
| Concord Wealth Partners | 7,402 | $1.21M | 0.38% | −418−5.3% | Reduced |
| DF Dent & Co Inc | 7,393 | $1.21M | 0.02% | −30−0.4% | Reduced |
| Graypoint LLC | 7,360 | $1.20M | 0.15% | +377+5.4% | Added |
| Twelve Points Wealth Management LLC | 7,356 | $1.20M | 0.93% | +46+0.6% | Added |
| True North Advisors, LLC | 7,333 | $1.20M | 0.39% | −259−3.4% | Reduced |
| Greatmark Investment Partners, Inc. | 7,333 | $1.20M | 0.23% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 7,314 | $1.19M | 0.36% | −100−1.3% | Reduced |
| Patron Partners Advisors, LLC | 7,307 | $1.19M | 0.99% | +107+1.5% | Added |
| Powers Advisory Group, LLC | 7,302 | $1.19M | 0.95% | +34+0.5% | Added |
| Alterity Financial Group, LLC | 7,296 | $1.19M | 1.92% | −243−3.2% | Reduced |
| D'Orazio & Associates, Inc. | 7,295 | $1.19M | 0.35% | +3,276+81.5% | Added |
| Somerset Group LLC | 7,275 | $1.19M | 1.09% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 7,267 | $1.19M | 0.67% | −353−4.6% | Reduced |