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
- 3,197
- +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
- 1,196 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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 5,751 | $1.04M | 0.22% | +6+0.1% | Added |
| Armstrong Advisory Group, Inc | 5,752 | $1.04M | 0.14% | +5,752 | New |
| Quent Capital, LLC | 5,753 | $1.04M | 0.19% | +120+2.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,842 | $1.04M | 0.22% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 5,759 | $1.04M | 1.03% | +5,759 | New |
| Franklin Street Advisors Inc | 5,764 | $1.04M | 0.10% | −1,058−15.5% | Reduced |
| Wolff Financial Management LLC | 5,764 | $1.04M | 0.39% | +20.0% | Added |
| Sound Financial Strategies Group, LLC | 5,775 | $1.04M | 0.76% | +5,775 | New |
| Triad Financial Advisors, Inc. | 5,780 | $1.04M | 0.47% | −1,360−19.0% | Reduced |
| AlphaStar Capital Management, LLC | 5,783 | $1.04M | 0.11% | +10.0% | Added |
| Accurate Wealth Management, LLC | 5,881 | $1.05M | 0.38% | +599+11.3% | Added |
| WealthTrust Asset Management, LLC | 5,819 | $1.05M | 1.02% | −36−0.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,833 | $1.05M | 1.04% | +5,833 | New |
| Missouri Trust & Investment Co | 5,833 | $1.05M | 0.63% | −30−0.5% | Reduced |
| Altus Wealth Group LLC | 5,840 | $1.06M | 0.80% | −402−6.4% | Reduced |
| Goepper Burkhardt LLC | 5,848 | $1.06M | 0.74% | +694+13.5% | Added |
| Geller Advisors LLC | 5,827 | $1.06M | 0.18% | +157+2.8% | Added |
| Monumental Financial Group Inc. | 5,865 | $1.06M | 0.86% | +5,865 | New |
| Segment Wealth Management, LLC | 5,874 | $1.06M | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,875 | $1.06M | 0.21% | +143+2.5% | Added |
| Herold Advisors, Inc. | 5,880 | $1.06M | 0.45% | +100+1.7% | Added |
| Aureus Asset Management, LLC | 5,893 | $1.06M | 0.09% | +5,893 | New |
| Harrison & Co Wealth Management, LLC | 5,897 | $1.07M | 1.03% | +35+0.6% | Added |
| Day & Ennis, LLC | 5,899 | $1.07M | 0.41% | +454+8.3% | Added |
| Seelaus Asset Management LLC | 5,903 | $1.07M | 0.80% | −35−0.6% | Reduced |
| Wellington Shields & Co., LLC | 5,913 | $1.07M | 0.24% | +100+1.7% | Added |
| KB Financial Partners, LLC | 5,919 | $1.07M | 0.37% | −179−2.9% | Reduced |
| Norris Perne & French LLP | 5,929 | $1.07M | 0.11% | +494+9.1% | Added |
| Lawson Kroeker Investment Management Inc | 5,933 | $1.07M | 0.36% | −3,040−33.9% | Reduced |
| Wrapmanager Inc | 5,942 | $1.07M | 0.34% | +65+1.1% | Added |
| Castle Rock Wealth Management, LLC | 6,305 | $1.07M | 0.48% | −87−1.4% | Reduced |
| Arden Trust Co | 5,975 | $1.08M | 0.22% | −208−3.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,976 | $1.08M | 0.15% | +714+13.6% | Added |
| Tranquility Partners, LLC | 5,980 | $1.08M | 0.55% | +28+0.5% | Added |
| Sunesis Advisors, LLC | 5,986 | $1.08M | 0.69% | 00.0% | Unchanged |
| West Bancorporation Inc | 6,001 | $1.08M | 0.80% | −113−1.8% | Reduced |
| Carr Financial Group Corp | 5,977 | $1.09M | 0.57% | +5,977 | New |
| Successful Portfolios LLC | 6,022 | $1.09M | 0.71% | +207+3.6% | Added |
| Cowa, LLC | 7,998 | $1.09M | 0.68% | −627−7.3% | Reduced |
| PDS Planning, Inc | 6,034 | $1.09M | 0.17% | −30.0% | Reduced |
| Northern Financial Advisors Inc | 6,039 | $1.09M | 1.23% | +6,039 | New |
| MBA Advisors LLC | 6,041 | $1.09M | 0.71% | +130+2.2% | Added |
| Edmond de Rothschild Holding S.A. | 6,049 | $1.09M | 0.03% | −1,587−20.8% | Reduced |
| Marathon Capital Management | 6,072 | $1.10M | 0.30% | −90−1.5% | Reduced |
| Asset Allocation & Management Company, LLC | 6,074 | $1.10M | 0.42% | −1,681−21.7% | Reduced |
| Poplar Forest Capital LLC | 6,115 | $1.10M | 0.13% | −57−0.9% | Reduced |
| Congress Park Capital LLC | 6,118 | $1.11M | 0.70% | −75−1.2% | Reduced |
| Magnolia Capital Management Ltd | 6,124 | $1.11M | 1.08% | +16+0.3% | Added |
| SkyOak Wealth, LLC | 6,122 | $1.11M | 0.37% | +20.0% | Added |
| Wellington Shields Capital Management, LLC | 6,133 | $1.11M | 0.13% | +150+2.5% | Added |
| Fort Sheridan Advisors LLC | 6,145 | $1.11M | 0.36% | +1,620+35.8% | Added |
| Optas, LLC | 6,156 | $1.11M | 0.46% | +78+1.3% | Added |
| Clarus Group, Inc. | 6,193 | $1.12M | 0.98% | +30.0% | Added |
| Carlson Capital Management | 6,199 | $1.12M | 0.08% | +110+1.8% | Added |
| Hussman Strategic Advisors, Inc. | 6,200 | $1.12M | 0.18% | −3,100−33.3% | Reduced |
| AXS Investments LLC | 6,203 | $1.12M | 0.40% | +62+1.0% | Added |
| Integris Wealth Management, LLC | 6,220 | $1.12M | 0.44% | +6,220 | New |
| Meridian Investment Counsel Inc. | 6,230 | $1.13M | 0.45% | +1,600+34.6% | Added |
| Ellis Investment Partners, LLC | 6,240 | $1.13M | 0.31% | +10.0% | Added |
| Brown Miller Wealth Management, LLC | 6,252 | $1.13M | 0.71% | 00.0% | Unchanged |
| Carson Advisory Inc. | 6,254 | $1.13M | 1.08% | +317+5.3% | Added |
| Insigneo Advisory Services, LLC | 6,216 | $1.13M | 0.43% | +6,216 | New |
| AFS Financial Group, LLC | 6,259 | $1.13M | 0.80% | +6,259 | New |
| UMA Financial Services, Inc. | 6,628 | $1.13M | 0.31% | +30+0.5% | Added |
| Boltwood Capital Management | 6,266 | $1.13M | 0.46% | −364−5.5% | Reduced |
| Buckley Wealth Management, LLC | 6,268 | $1.13M | 0.41% | +61+1.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,233 | $1.13M | 0.78% | +70+1.1% | Added |
| Abacus Planning Group, Inc. | 6,274 | $1.13M | 0.31% | −1,040−14.2% | Reduced |
| Sterling Investment Counsel, LLC | 6,275 | $1.13M | 0.70% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 6,260 | $1.13M | 0.96% | +6,260 | New |
| Bassett Hargrove Investment Counsel, LLC | 6,249 | $1.14M | 2.13% | −79−1.2% | Reduced |
| EagleClaw Capital Managment, LLC | 6,300 | $1.14M | 0.28% | −150−2.3% | Reduced |
| Winthrop Advisory Group LLC | 6,264 | $1.14M | 0.22% | −41−0.7% | Reduced |
| Berger Financial Group, Inc | 6,313 | $1.14M | 0.15% | −73−1.1% | Reduced |
| Tevis Investment Management | 6,316 | $1.14M | 1.22% | −16−0.3% | Reduced |
| First Heartland Consultants, Inc. | 6,342 | $1.15M | 0.18% | +913+16.8% | Added |
| Gilman Hill Asset Management, LLC | 6,348 | $1.15M | 0.24% | +154+2.5% | Added |
| Rosenbaum Jay D. | 6,365 | $1.15M | 2.48% | −435−6.4% | Reduced |
| American National Bank | 6,370 | $1.15M | 0.24% | +446+7.5% | Added |
| Obsidian Personal Planning Solutions LLC | 6,375 | $1.15M | 1.85% | +238+3.9% | Added |
| Chesapeake Wealth Management | 6,379 | $1.15M | 0.50% | −56−0.9% | Reduced |
| United Bank | 6,382 | $1.15M | 0.16% | +16+0.3% | Added |
| New England Research & Management, Inc. | 6,388 | $1.15M | 0.66% | −3,177−33.2% | Reduced |
| Absolute Capital Management, LLC | 6,400 | $1.16M | 1.26% | +6,400 | New |
| RSM US Wealth Management LLC | 6,412 | $1.16M | 0.06% | +584+10.0% | Added |
| Addison Advisors LLC | 6,407 | $1.16M | 0.69% | −479−7.0% | Reduced |
| Bray Capital Advisors | 6,411 | $1.16M | 0.36% | +10.0% | Added |
| Sweet Financial Partners, LLC | 6,414 | $1.16M | 0.34% | +606+10.4% | Added |
| SignalPoint Asset Management, LLC | 6,414 | $1.16M | 0.40% | +138+2.2% | Added |
| Phocas Financial Corp. | 6,421 | $1.16M | 0.17% | −708−9.9% | Reduced |
| Fort Pitt Capital Group, LLC | 6,425 | $1.16M | 0.05% | −10,256−61.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,427 | $1.16M | 0.60% | −34−0.5% | Reduced |
| CWA Asset Management Group, LLC | 6,438 | $1.16M | 0.09% | +124+2.0% | Added |
| OneAscent Wealth Management LLC | 6,444 | $1.17M | 0.55% | +430+7.1% | Added |
| Cardiff Park Advisors, LLC | 6,495 | $1.17M | 0.16% | −110−1.7% | Reduced |
| Reik & Co., LLC | 6,504 | $1.18M | 0.34% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 6,504 | $1.18M | 1.18% | −350−5.1% | Reduced |
| Silicon Hills Wealth Management, LLC | 6,506 | $1.18M | 0.87% | −21−0.3% | Reduced |
| Hollow Brook Wealth Management LLC | 6,472 | $1.18M | 0.56% | −399−5.8% | Reduced |
| Virtue Capital Management, LLC | 6,520 | $1.18M | 0.18% | +4,608+241.0% | Added |