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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| Madden Securities Corp | 7,661 | $1.38M | 0.73% | −256−3.2% | Reduced |
| Hudson Value Partners, LLC | 7,664 | $1.38M | 0.85% | −200−2.5% | Reduced |
| Miracle Mile Advisors, LLC | 7,665 | $1.38M | 0.05% | −148−1.9% | Reduced |
| Investment Partners, Ltd. | 7,679 | $1.39M | 0.73% | −12,560−62.1% | Reduced |
| Fragasso Group Inc. | 7,685 | $1.39M | 0.16% | −111−1.4% | Reduced |
| Birch Capital Management, LLC | 7,722 | $1.40M | 0.96% | −486−5.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,742 | $1.40M | 0.22% | −538−6.5% | Reduced |
| Continuum Advisory, LLC | 7,759 | $1.40M | 0.25% | +313+4.2% | Added |
| Lederer & Associates Investment Counsel | 7,763 | $1.40M | 1.15% | −55−0.7% | Reduced |
| Aspen Grove Capital, LLC | 7,793 | $1.41M | 0.65% | +7,793 | New |
| Great Lakes Retirement, Inc. | 7,765 | $1.41M | 0.36% | +7,765 | New |
| Mill Capital Management, LLC | 7,819 | $1.41M | 0.16% | −195−2.4% | Reduced |
| Timber Creek Capital Management LLC | 7,825 | $1.41M | 0.53% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 7,803 | $1.42M | 0.78% | +7,803 | New |
| Perennial Investment Advisors, LLC | 7,862 | $1.42M | 0.58% | +296+3.9% | Added |
| Smith Anglin Financial, LLC | 7,880 | $1.42M | 0.27% | +26+0.3% | Added |
| Pinnacle Bancorp, Inc. | 7,886 | $1.43M | 0.55% | −188−2.3% | Reduced |
| 1620 Investment Advisors, Inc. | 7,897 | $1.43M | 1.74% | +147+1.9% | Added |
| Knuff & Co LLC | 7,911 | $1.43M | 0.61% | −203−2.5% | Reduced |
| Pacitti Group Inc. | 7,913 | $1.43M | 1.12% | −114−1.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 7,930 | $1.43M | 0.18% | +850+12.0% | Added |
| Aigen Investment Management, LP | 7,963 | $1.44M | 0.20% | +7,963 | New |
| First National Advisers, LLC | 8,004 | $1.45M | 1.85% | +5,005+166.9% | Added |
| Salomon & Ludwin, LLC | 8,008 | $1.45M | 0.18% | +1,970+32.6% | Added |
| Hazlett, Burt & Watson, Inc. | 8,017 | $1.45M | 1.27% | +171+2.2% | Added |
| St Germain D J Co Inc | 97,786 | $1.45M | 0.49% | +8,167+9.1% | Added |
| Ausdal Financial Partners, Inc. | 8,060 | $1.46M | 0.21% | +113+1.4% | Added |
| Brasada Capital Management, LP | 8,071 | $1.46M | 0.34% | +146+1.8% | Added |
| Meitav Dash Investments Ltd | 8,182 | $1.47M | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 8,130 | $1.47M | 0.32% | +3,333+69.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,152 | $1.47M | 0.97% | +106+1.3% | Added |
| Signet Financial Management, LLC | 8,157 | $1.47M | 0.26% | +373+4.8% | Added |
| Summit X, LLC | 8,840 | $1.47M | 0.43% | +180+2.1% | Added |
| Graypoint LLC | 8,175 | $1.48M | 0.18% | +815+11.1% | Added |
| Aurora Investment Managers, LLC. | 8,177 | $1.48M | 1.48% | +81+1.0% | Added |
| Callan Capital, LLC | 8,188 | $1.48M | 0.18% | +3,450+72.8% | Added |
| Northern Oak Wealth Management Inc | 8,197 | $1.48M | 0.21% | +137+1.7% | Added |
| World Equity Group, Inc. | 8,252 | $1.49M | 0.35% | +489+6.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,259 | $1.49M | 0.18% | +169+2.1% | Added |
| Resurgent Financial Advisors LLC | 8,262 | $1.49M | 0.80% | −222−2.6% | Reduced |
| Sargent Investment Group, LLC | 8,266 | $1.49M | 0.46% | +283+3.5% | Added |
| Legacy Financial Advisors, Inc. | 8,274 | $1.49M | 0.32% | +1,239+17.6% | Added |
| Paragon Private Wealth Management, LLC | 8,278 | $1.50M | 1.35% | +1,099+15.3% | Added |
| Court Place Advisors, LLC | 8,278 | $1.50M | 0.54% | +46+0.6% | Added |
| CoreFirst Bank & Trust | 8,293 | $1.50M | 1.14% | −21−0.3% | Reduced |
| Suncoast Equity Management | 8,345 | $1.51M | 0.28% | +1,100+15.2% | Added |
| Silphium Asset Management Ltd | 8,350 | $1.51M | 1.51% | +8,350 | New |
| Pendal Group Limited | 8,355 | $1.51M | 0.01% | −4,580−35.4% | Reduced |
| Main Street Financial Solutions, LLC | 8,392 | $1.52M | 0.24% | +1,296+18.3% | Added |
| RIA Advisory Group LLC | 8,596 | $1.52M | 0.88% | +8,596 | New |
| Redmond Asset Management, LLC | 8,430 | $1.52M | 0.55% | −792−8.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,463 | $1.53M | 0.72% | −18−0.2% | Reduced |
| WNY Asset Management, LLC | 8,474 | $1.53M | 0.41% | +24+0.3% | Added |
| Taylor Hoffman Wealth Management | 8,474 | $1.53M | 0.94% | −5,564−39.6% | Reduced |
| Gratus Capital LLC | 8,504 | $1.54M | 0.13% | −189−2.2% | Reduced |
| Glassman Wealth Services | 8,509 | $1.54M | 0.28% | −269−3.1% | Reduced |
| Moser Wealth Advisors, LLC | 8,516 | $1.54M | 1.16% | +390+4.8% | Added |
| Foster Dykema Cabot & Co Inc | 8,527 | $1.54M | 0.22% | −1,330−13.5% | Reduced |
| Chicago Partners Investment Group LLC | 8,985 | $1.54M | 0.09% | +184+2.1% | Added |
| Clark Capital Management Group, Inc. | 8,538 | $1.54M | 0.01% | +991+13.1% | Added |
| Buckingham Strategic Partners | 8,539 | $1.54M | 0.12% | −5,751−40.2% | Reduced |
| Monterey Private Wealth, Inc. | 8,552 | $1.54M | 0.83% | +587+7.4% | Added |
| Aviance Capital Partners, LLC | 8,615 | $1.56M | 0.36% | +317+3.8% | Added |
| Founders Financial Alliance, LLC | 8,635 | $1.56M | 0.72% | +136+1.6% | Added |
| Capital Investment Advisory Services, LLC | 8,646 | $1.56M | 0.19% | +487+6.0% | Added |
| Kingfisher Capital LLC | 8,644 | $1.56M | 0.41% | −255−2.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,665 | $1.57M | 0.11% | −600−6.5% | Reduced |
| Mather Group, LLC. | 8,667 | $1.57M | 0.03% | +2,134+32.7% | Added |
| Davis-Rea Ltd. | 8,613 | $1.57M | 0.98% | −56−0.6% | Reduced |
| Schechter Investment Advisors, LLC | 8,689 | $1.57M | 0.14% | +124+1.4% | Added |
| Piscataqua Savings Bank | 8,708 | $1.57M | 1.33% | −166−1.9% | Reduced |
| Edge Wealth Management LLC | 8,769 | $1.57M | 0.37% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 8,715 | $1.57M | 1.26% | 00.0% | Unchanged |
| Applied Capital LLC | 8,753 | $1.58M | 1.58% | +8,753 | New |
| Perpetual Investment Management Ltd | 8,765 | $1.58M | 0.19% | −2,100−19.3% | Reduced |
| Blue Fin Capital, Inc. | 8,766 | $1.58M | 0.58% | −210−2.3% | Reduced |
| Jeppson Wealth Management, LLC | 8,768 | $1.58M | 0.67% | −175−2.0% | Reduced |
| Jackson Square Capital, LLC | 8,783 | $1.59M | 0.75% | −143−1.6% | Reduced |
| West Paces Advisors Inc. | 8,790 | $1.59M | 0.51% | +28+0.3% | Added |
| Key Financial Inc | 9,728 | $1.59M | 0.75% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,801 | $1.59M | 0.16% | −3,778−30.0% | Reduced |
| Lodestar Private Asset Management LLC | 8,809 | $1.59M | 0.31% | +8,809 | New |
| Cullen Capital Management LLC | 8,810 | $1.59M | 0.02% | +55+0.6% | Added |
| Lee Johnson Capital Management, LLC | 8,821 | $1.59M | 2.97% | +463+5.5% | Added |
| Lineweaver Wealth Advisors, LLC | 8,821 | $1.59M | 0.48% | −339−3.7% | Reduced |
| Loudon Investment Management, LLC | 8,832 | $1.60M | 1.15% | −403−4.4% | Reduced |
| Triton Wealth Management, PLLC | 9,218 | $1.60M | 0.97% | −59−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 8,851 | $1.60M | 0.45% | +8,851 | New |
| McNamara Financial Services, Inc. | 8,895 | $1.61M | 0.43% | 00.0% | Unchanged |
| Washington Trust Bank | 8,898 | $1.61M | 0.18% | +55+0.6% | Added |
| Lionsbridge Wealth Management LLC | 8,904 | $1.61M | 1.57% | +177+2.0% | Added |
| S.A. Mason LLC | 8,915 | $1.61M | 1.21% | +7+0.1% | Added |
| Oxbow Advisors, LLC | 8,916 | $1.61M | 0.30% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 8,920 | $1.61M | 0.09% | +4,774+115.1% | Added |
| Royal Capital Wealth Management, LLC | 8,944 | $1.62M | 1.72% | +2,504+38.9% | Added |
| Oakworth Capital, Inc. | 8,949 | $1.62M | 0.16% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 8,951 | $1.62M | 1.78% | +176+2.0% | Added |
| Page Arthur B | 8,960 | $1.62M | 1.59% | −55−0.6% | Reduced |
| Pflug Koory, LLC | 8,960 | $1.62M | 0.90% | −382−4.1% | Reduced |
| St. Johns Investment Management Company, LLC | 8,972 | $1.62M | 0.97% | +19+0.2% | Added |