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, Q4 2022
Institutional positions in PepsiCo Inc as of Dec 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
- 3,198
- +249 vs. Q3 2022
- Shares held
- 1.01B
- +17.5M (+1.8%) vs. Q3 2022
- Total value
- $181.4B
- +$19.9B (+12.3%) vs. Q3 2022
- New holders
- 344
- 1,252 more added
- Sold out
- 95
- 1,197 more reduced
60 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Bancorp Inc | 3,451 | $623.0K | 0.35% | +3,451 | New |
| Family Management Corp | 3,452 | $623.6K | 0.15% | −77−2.2% | Reduced |
| SNS Financial Group, LLC | 3,439 | $625.2K | 0.08% | +46+1.4% | Added |
| Northstar Asset Management Inc | 3,462 | $625.4K | 0.21% | −454−11.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 3,477 | $628.2K | 0.38% | +312+9.9% | Added |
| Bickling Financial Services, Inc. | 3,484 | $629.4K | 0.39% | +10.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,485 | $629.6K | 0.15% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,490 | $630.5K | 0.12% | −19−0.5% | Reduced |
| Wealth Advisory Solutions, LLC | 3,495 | $631.4K | 0.17% | −50−1.4% | Reduced |
| Thomas White International Ltd | 3,495 | $631.4K | 0.14% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 3,496 | $631.6K | 0.80% | −34−1.0% | Reduced |
| Alta Advisers Ltd | 3,500 | $632.0K | 0.38% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,510 | $634.1K | 0.54% | +14+0.4% | Added |
| Connecticut Wealth Management, LLC | 3,523 | $636.5K | 0.05% | −33−0.9% | Reduced |
| Intellectus Partners, LLC | 3,510 | $638.2K | 0.22% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 3,541 | $639.7K | 0.15% | +15+0.4% | Added |
| Covenant Asset Management, LLC | 3,543 | $640.1K | 0.23% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,548 | $641.0K | 0.17% | +35+1.0% | Added |
| Argent Advisors, Inc. | 3,548 | $641.0K | 0.33% | +1,399+65.1% | Added |
| Hurlow Wealth Management Group, Inc. | 3,549 | $641.2K | 0.33% | −4−0.1% | Reduced |
| Cubic Asset Management, LLC | 3,561 | $643.3K | 0.18% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,564 | $643.9K | 0.44% | −50−1.4% | Reduced |
| Lane & Associates LLC | 3,573 | $645.6K | 0.61% | +3,573 | New |
| Dodge & Cox | 3,575 | $645.9K | 0.00% | −500−12.3% | Reduced |
| Tyler-Stone Wealth Management | 3,576 | $646.0K | 0.44% | −100−2.7% | Reduced |
| Wade Financial Advisory, Inc | 3,577 | $646.3K | 0.29% | −196−5.2% | Reduced |
| Silverlake Wealth Management LLC | 3,584 | $647.6K | 0.40% | +42+1.2% | Added |
| Empirical Asset Management, LLC | 4,032 | $647.8K | 0.68% | +436+12.1% | Added |
| Cranbrook Wealth Management, LLC | 3,598 | $650.0K | 0.18% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,602 | $650.7K | 0.14% | −52−1.4% | Reduced |
| Drive Wealth Management, LLC | 3,581 | $651.0K | 0.33% | +1,586+79.5% | Added |
| Univest Financial Corp | 3,605 | $651.3K | 0.21% | −340−8.6% | Reduced |
| Rowland & Co Investment Counsel | 3,636 | $652.3K | 0.16% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 3,612 | $653.0K | 0.26% | −72−2.0% | Reduced |
| Fairview Capital Investment Management, LLC | 3,623 | $654.6K | 0.04% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 3,626 | $655.0K | 0.46% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,631 | $656.0K | 0.40% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,639 | $657.4K | 0.26% | +3,639 | New |
| Cassia Capital Partners, LLC | 3,650 | $659.4K | 0.54% | +1,442+65.3% | Added |
| PFS Investments Inc. | 3,653 | $660.0K | 0.01% | +423+13.1% | Added |
| Veracity Capital LLC | 3,670 | $663.0K | 0.32% | +171+4.9% | Added |
| Aquatic Capital Management LLC | 3,700 | $668.0K | 0.05% | +3,700 | New |
| Sustainable Insight Capital Management, LLC | 3,700 | $668.4K | 0.75% | +1,018+38.0% | Added |
| Hapanowicz & Associates Financial Services, Inc | 3,709 | $670.1K | 0.49% | 00.0% | Unchanged |
| Apriem Advisors | 3,722 | $672.4K | 0.12% | −85−2.2% | Reduced |
| Lesa Sroufe & Co | 3,727 | $673.0K | 0.75% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 3,729 | $673.7K | 0.51% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,732 | $674.0K | 0.18% | −57−1.5% | Reduced |
| Fortress Wealth Group, LLC | 3,736 | $675.0K | 0.47% | +2,137+133.6% | Added |
| Intelligent Financial Strategies | 3,723 | $676.9K | 0.57% | +669+21.9% | Added |
| Eaton Financial Holdings Company, LLC | 3,757 | $678.8K | 0.58% | +3,757 | New |
| Stephens Consulting, LLC | 3,759 | $679.1K | 0.45% | −75−2.0% | Reduced |
| LWMG, LLC | 3,770 | $681.1K | 0.24% | +3,770 | New |
| Catalyst Financial Partners LLC | 3,780 | $682.9K | 0.35% | +3,780 | New |
| Uncommon Cents Investing LLC | 3,787 | $684.2K | 0.25% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,788 | $684.3K | 0.18% | −157−4.0% | Reduced |
| Compass Capital Management, Inc | 3,788 | $684.3K | 0.06% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 4,045 | $686.0K | 0.24% | +74+1.9% | Added |
| Karpas Strategies, LLC | 3,810 | $688.3K | 0.24% | −17−0.4% | Reduced |
| RiverFront Investment Group, LLC | 3,811 | $688.5K | 0.16% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,815 | $689.2K | 0.26% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 3,816 | $689.4K | 0.10% | +195+5.4% | Added |
| CVA Family Office, LLC | 3,820 | $690.0K | 0.17% | +82+2.2% | Added |
| Rice Partnership, LLC | 3,835 | $692.9K | 0.22% | −30−0.8% | Reduced |
| Bremer Bank National Association | 3,840 | $693.0K | 0.13% | +965+33.6% | Added |
| Richard W. Paul & Associates, LLC | 3,854 | $696.1K | 0.35% | +3,854 | New |
| SOL Capital Management CO | 3,855 | $696.4K | 0.12% | +46+1.2% | Added |
| Financial Management Professionals, Inc. | 3,860 | $697.0K | 0.14% | +251+7.0% | Added |
| Summit Financial Wealth Advisors, LLC | 3,861 | $697.5K | 0.17% | +183+5.0% | Added |
| Wall Street Access Asset Management, LLC | 3,869 | $699.0K | 0.53% | −3,500−47.5% | Reduced |
| Wealth Effects LLC | 3,877 | $700.4K | 0.40% | +385+11.0% | Added |
| 180 Wealth Advisors, LLC | 4,121 | $701.5K | 0.16% | +984+31.4% | Added |
| EverSource Wealth Advisors, LLC | 3,887 | $702.2K | 0.11% | +1,861+91.9% | Added |
| FLC Capital Advisors | 3,889 | $702.6K | 0.22% | +3,889 | New |
| Hutchinson Capital Management | 3,902 | $704.9K | 0.18% | −74−1.9% | Reduced |
| Wealth Architects, LLC | 3,906 | $705.7K | 0.13% | −309−7.3% | Reduced |
| Consilium Wealth Advisory, LLC | 3,912 | $706.7K | 0.60% | +3,912 | New |
| Profit Investment Management, LLC | 3,917 | $707.6K | 0.50% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,917 | $707.7K | 0.08% | +1,257+47.3% | Added |
| Basso Capital Management, L.P. | 3,924 | $708.9K | 0.76% | +3,924 | New |
| Tortoise Investment Management, LLC | 3,929 | $709.8K | 0.12% | −108−2.7% | Reduced |
| Gateway Wealth Partners, LLC | 3,929 | $709.9K | 0.12% | +3,929 | New |
| General Partner, Inc. | 3,931 | $710.2K | 0.65% | +3,931 | New |
| Apella Capital, LLC | 3,935 | $710.9K | 0.06% | +921+30.6% | Added |
| Souders Financial Advisors | 3,942 | $712.2K | 0.16% | +46+1.2% | Added |
| Sippican Capital Advisors | 3,945 | $713.0K | 0.68% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,956 | $714.8K | 0.26% | −16−0.4% | Reduced |
| Engineers Gate Manager LP | 3,962 | $715.8K | 0.04% | +3,962 | New |
| Financial Council Asset Management Inc | 3,974 | $717.9K | 0.45% | −162−3.9% | Reduced |
| Alera Investment Advisors, LLC | 3,975 | $718.2K | 0.17% | −1,476−27.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,978 | $718.7K | 0.22% | +3,978 | New |
| Petra Financial Advisors Inc | 3,978 | $718.7K | 0.79% | +3,978 | New |
| Capital Investment Services of America, Inc. | 4,008 | $724.1K | 0.10% | 00.0% | Unchanged |
| Security Financial Services, INC. | 4,020 | $726.3K | 0.23% | +127+3.3% | Added |
| Aveo Capital Partners, LLC | 4,026 | $727.3K | 0.11% | +419+11.6% | Added |
| Cedrus LLC | 4,033 | $728.6K | 0.59% | −44−1.1% | Reduced |
| Gables Capital Management Inc. | 4,040 | $729.9K | 0.53% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 4,050 | $731.6K | 0.30% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,063 | $734.1K | 0.65% | −91−2.2% | Reduced |
| Clearview Wealth Advisors LLC | 4,089 | $738.8K | 0.57% | −15−0.4% | Reduced |