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 |
|---|---|---|---|---|---|
| NVWM, LLC | 8,919 | $1.62M | 0.59% | −262−2.9% | Reduced |
| StrategIQ Financial Group, LLC | 9,002 | $1.63M | 0.19% | +50+0.6% | Added |
| Staley Capital Advisers Inc | 9,010 | $1.63M | 0.10% | 00.0% | Unchanged |
| Vigilare Wealth Management | 9,015 | $1.63M | 0.95% | −250−2.7% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 9,019 | $1.63M | 1.01% | 00.0% | Unchanged |
| DFPG Investments, LLC | 9,158 | $1.63M | 0.27% | +4,655+103.4% | Added |
| ICA Group Wealth Management, LLC | 9,041 | $1.63M | 0.38% | −7,535−45.5% | Reduced |
| Alpha Family Trust | 9,060 | $1.64M | 1.48% | +6,745+291.4% | Added |
| Red Cedar Capital, LLC | 9,065 | $1.64M | 1.04% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 9,107 | $1.65M | 1.24% | +491+5.7% | Added |
| Greenfield Savings Bank | 9,116 | $1.65M | 1.09% | −584−6.0% | Reduced |
| Rockingstone Advisors LLC | 9,156 | $1.65M | 1.24% | +9,156 | New |
| West Family Investments, Inc. | 9,160 | $1.65M | 0.56% | +80+0.9% | Added |
| STF Management LP | 9,185 | $1.66M | 2.38% | +9,185 | New |
| Visionary Wealth Advisors | 9,216 | $1.67M | 0.15% | +131+1.4% | Added |
| Atlas Private Wealth Management | 9,222 | $1.67M | 0.77% | +349+3.9% | Added |
| Ascent Wealth Partners, LLC | 9,222 | $1.67M | 0.36% | +270+3.0% | Added |
| Edgestream Partners, L.P. | 9,223 | $1.67M | 0.19% | +9,223 | New |
| J.W. Cole Advisors, Inc. | 9,226 | $1.67M | 0.13% | −447−4.6% | Reduced |
| Catalyst Wealth Management, LLC | 9,227 | $1.67M | 1.57% | +9,227 | New |
| Martin & Co Inc | 9,322 | $1.68M | 0.44% | +301+3.3% | Added |
| Intercontinental Wealth Advisors, LLC | 9,325 | $1.68M | 0.50% | −606−6.1% | Reduced |
| Alpha DNA Investment Management LLC | 9,334 | $1.69M | 0.90% | +2,345+33.6% | Added |
| Zions Bancorporation, N.A. | 9,345 | $1.69M | 0.13% | +34+0.4% | Added |
| Marcum Wealth, LLC | 9,350 | $1.69M | 0.22% | +340+3.8% | Added |
| Financial Advisory Group | 9,368 | $1.69M | 0.36% | −504−5.1% | Reduced |
| Tempus Wealth Planning, LLC | 9,366 | $1.69M | 1.03% | −30.0% | Reduced |
| Schrum Private Wealth Management LLC | 9,374 | $1.69M | 2.01% | +281+3.1% | Added |
| BBR Partners, LLC | 9,382 | $1.69M | 0.19% | +1,633+21.1% | Added |
| PDT Partners, LLC | 9,382 | $1.69M | 0.27% | +3,109+49.6% | Added |
| Algert Global LLC | 9,392 | $1.70M | 0.09% | +829+9.7% | Added |
| Beaumont Asset Management, L.L.C. | 9,411 | $1.70M | 1.24% | +19+0.2% | Added |
| Larson Financial Group LLC | 9,415 | $1.70M | 0.20% | +21+0.2% | Added |
| Alhambra Investment Partners LLC | 9,417 | $1.70M | 1.24% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 9,450 | $1.71M | 0.67% | −634−6.3% | Reduced |
| Campbell Newman Asset Management Inc | 9,454 | $1.71M | 0.17% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 9,470 | $1.71M | 0.47% | +546+6.1% | Added |
| KLCM Advisors, Inc. | 9,472 | $1.71M | 0.35% | +2,262+31.4% | Added |
| Mount Yale Investment Advisors, LLC | 9,473 | $1.71M | 0.19% | +1,369+16.9% | Added |
| Monument Capital Management | 9,474 | $1.71M | 0.59% | +1,241+15.1% | Added |
| Grove Bank & Trust | 9,495 | $1.72M | 0.38% | −914−8.8% | Reduced |
| Hoey Investments, Inc | 9,512 | $1.72M | 0.75% | −1,250−11.6% | Reduced |
| Nicolet Bankshares Inc | 9,522 | $1.72M | 0.59% | +292+3.2% | Added |
| Lake Street Financial LLC | 9,522 | $1.72M | 0.36% | +1,147+13.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 9,470 | $1.72M | 0.15% | −42−0.4% | Reduced |
| Cambridge Advisors Inc. | 9,540 | $1.72M | 0.46% | −20−0.2% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 9,540 | $1.72M | 1.09% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 9,550 | $1.73M | 0.74% | +7,000+274.5% | Added |
| Rainsberger Wealth Advisors, Inc. | 9,596 | $1.73M | 1.10% | +395+4.3% | Added |
| Indiana Trust & Investment Management CO | 9,619 | $1.74M | 0.98% | −637−6.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 9,633 | $1.74M | 0.18% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 9,645 | $1.74M | 0.71% | −50−0.5% | Reduced |
| Nwam LLC | 9,653 | $1.74M | 0.15% | −343−3.4% | Reduced |
| JT Stratford LLC | 9,655 | $1.74M | 0.56% | +413+4.5% | Added |
| Columbia Trust Co 01012016 | 9,764 | $1.76M | 0.98% | −687−6.6% | Reduced |
| Zeke Capital Advisors, LLC | 9,807 | $1.77M | 0.12% | +642+7.0% | Added |
| STAR Financial Bank | 9,848 | $1.78M | 1.76% | +9,848 | New |
| Calamos Wealth Management LLC | 9,908 | $1.79M | 0.14% | +30.0% | Added |
| Orleans Capital Management Corp | 9,928 | $1.79M | 1.37% | 00.0% | Unchanged |
| Caxton Associates LP | 9,931 | $1.79M | 0.13% | +9,931 | New |
| Wolff Wiese Magana LLC | 9,934 | $1.79M | 1.54% | +170+1.7% | Added |
| Valley Brook Capital Group | 9,941 | $1.80M | 1.72% | +50+0.5% | Added |
| Thompson Siegel & Walmsley LLC | 9,971 | $1.80M | 0.03% | −1,547−13.4% | Reduced |
| United Fire Group Inc | 10,000 | $1.81M | 1.07% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,131 | $1.82M | 0.64% | +750+8.0% | Added |
| Dudley Capital Management, LLC | 10,106 | $1.83M | 1.34% | +10,106 | New |
| Stonegate Investment Group, LLC | 10,124 | $1.83M | 0.08% | −2,210−17.9% | Reduced |
| HGK Asset Management Inc | 10,166 | $1.84M | 0.63% | 00.0% | Unchanged |
| Cutler Group LP | 10,173 | $1.84M | 0.22% | +3,038+42.6% | Added |
| Northwest Bancshares, Inc. | 10,175 | $1.84M | 0.37% | −1,251−10.9% | Reduced |
| Delta Asset Management LLC | 10,190 | $1.84M | 0.20% | −158−1.5% | Reduced |
| Strategy Asset Managers LLC | 10,206 | $1.84M | 0.47% | +43+0.4% | Added |
| McRae Capital Management Inc | 10,223 | $1.85M | 0.54% | −200−1.9% | Reduced |
| Asset Advisors Investment Management, LLC | 10,239 | $1.85M | 0.24% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 10,243 | $1.85M | 0.64% | −1,292−11.2% | Reduced |
| Norway Savings Bank | 10,254 | $1.85M | 0.94% | +255+2.6% | Added |
| Stockman Wealth Management, Inc. | 10,272 | $1.86M | 0.43% | −50−0.5% | Reduced |
| Squarepoint Ops LLC | 10,289 | $1.86M | 0.01% | +10,289 | New |
| Harvest Fund Management Co., Ltd | 10,364 | $1.86M | 0.48% | +1,576+17.9% | Added |
| IMS Capital Management | 10,342 | $1.87M | 1.19% | +443+4.5% | Added |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.87M | 0.94% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 10,372 | $1.87M | 0.78% | +102+1.0% | Added |
| Founders Capital Management | 10,386 | $1.88M | 1.41% | +10.0% | Added |
| Center for Financial Planning, Inc. | 10,388 | $1.88M | 0.46% | −23−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 10,392 | $1.88M | 0.07% | +704+7.3% | Added |
| Greylin Investment Mangement Inc | 10,395 | $1.88M | 0.35% | −1,325−11.3% | Reduced |
| Highview Capital Management LLC | 10,424 | $1.88M | 1.15% | +2,274+27.9% | Added |
| Holderness Investments Co | 10,429 | $1.88M | 0.81% | 00.0% | Unchanged |
| Vista Investment Management | 10,434 | $1.89M | 1.08% | −151−1.4% | Reduced |
| Monarch Capital Management Inc | 10,396 | $1.89M | 0.58% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 10,457 | $1.89M | 0.83% | +10,457 | New |
| Archer Investment Corp | 10,458 | $1.89M | 0.73% | −151−1.4% | Reduced |
| Ahl Investment Management, Inc. | 10,494 | $1.90M | 1.76% | +822+8.5% | Added |
| Mairs & Power Inc | 10,510 | $1.90M | 0.02% | −418−3.8% | Reduced |
| Angeles Wealth Management, LLC | 10,550 | $1.91M | 0.33% | +761+7.8% | Added |
| Caliber Wealth Management, LLC | 10,600 | $1.91M | 1.46% | −303−2.8% | Reduced |
| Ascension Asset Management LLC | 10,605 | $1.92M | 1.38% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 10,630 | $1.92M | 1.40% | +10,630 | New |
| Mission Creek Capital Partners, Inc. | 10,633 | $1.92M | 0.69% | −222−2.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 10,657 | $1.93M | 1.02% | +100+0.9% | Added |