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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 14,727 | $2.66M | 0.03% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 14,744 | $2.66M | 0.68% | +14,744 | New |
| Navellier & Associates Inc | 14,803 | $2.67M | 0.54% | +100+0.7% | Added |
| CWS Financial Advisors, LLC | 18,915 | $2.68M | 1.16% | +277+1.5% | Added |
| Panoramic Investment Advisors, LLC | 14,974 | $2.71M | 2.77% | +14,974 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,987 | $2.71M | 0.20% | −37−0.2% | Reduced |
| Laidlaw Wealth Management LLC | 14,991 | $2.71M | 0.58% | +1,464+10.8% | Added |
| Selway Asset Management | 14,995 | $2.71M | 1.43% | +400+2.7% | Added |
| Lee Capital Holdings LLC | 15,000 | $2.71M | 4.36% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.71M | 0.85% | 00.0% | Unchanged |
| SFMG, LLC | 15,014 | $2.71M | 0.30% | +7,712+105.6% | Added |
| Johnson Financial Group, Inc. | 15,011 | $2.71M | 0.22% | +86+0.6% | Added |
| CFO4Life Group, LLC | 15,016 | $2.71M | 0.58% | −382−2.5% | Reduced |
| CFO4Life, L.P. | 15,016 | $2.71M | 0.58% | +15,016 | New |
| Oak Associates, Ltd | 15,025 | $2.71M | 0.23% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 15,166 | $2.74M | 0.67% | +1,898+14.3% | Added |
| Centre Asset Management, LLC | 15,183 | $2.74M | 0.73% | −374−2.4% | Reduced |
| Qtron Investments LLC | 15,216 | $2.75M | 0.58% | −771−4.8% | Reduced |
| Outfitter Financial LLC | 15,226 | $2.75M | 2.50% | −49−0.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 15,227 | $2.75M | 1.51% | +318+2.1% | Added |
| First United Bank Trust | 15,244 | $2.75M | 1.34% | −400−2.6% | Reduced |
| VeraBank, N.A. | 15,286 | $2.76M | 1.38% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 15,288 | $2.76M | 1.06% | −409−2.6% | Reduced |
| Excalibur Management Corp | 15,313 | $2.77M | 1.45% | −216−1.4% | Reduced |
| Acropolis Investment Management, LLC | 15,317 | $2.77M | 0.25% | −126−0.8% | Reduced |
| Mystic Asset Management, Inc. | 15,318 | $2.77M | 1.57% | −10−0.1% | Reduced |
| EPG Wealth Management LLC | 15,322 | $2.77M | 1.05% | +288+1.9% | Added |
| LCNB Corp | 15,412 | $2.78M | 1.29% | +228+1.5% | Added |
| Becker Capital Management Inc | 15,416 | $2.79M | 0.13% | +281+1.9% | Added |
| Stillwater Investment Management, LLC | 15,468 | $2.79M | 0.79% | −1,902−10.9% | Reduced |
| Pearl River Capital, LLC | 15,513 | $2.80M | 0.48% | +15,513 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 15,517 | $2.80M | 2.32% | +15,517 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,533 | $2.81M | 1.44% | −40.0% | Reduced |
| Nvest Financial, LLC | 15,580 | $2.81M | 3.52% | +255+1.7% | Added |
| Valmark Advisers, Inc. | 15,588 | $2.82M | 0.07% | −291−1.8% | Reduced |
| Moseley Investment Management Inc | 15,619 | $2.82M | 2.02% | −125−0.8% | Reduced |
| TBH Global Asset Management, LLC | 15,658 | $2.83M | 0.69% | −355−2.2% | Reduced |
| RFG Advisory, LLC | 16,750 | $2.83M | 0.14% | −1,184−6.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 15,704 | $2.84M | 0.44% | −1,900−10.8% | Reduced |
| Checchi Capital Advisers, LLC | 15,713 | $2.84M | 0.29% | −338−2.1% | Reduced |
| E Fund Management Co., Ltd. | 15,754 | $2.85M | 0.24% | −1,042−6.2% | Reduced |
| Thoroughbred Financial Services, LLC | 15,757 | $2.85M | 0.47% | +396+2.6% | Added |
| Sawtooth Solutions, LLC | 15,786 | $2.85M | 0.39% | +1,401+9.7% | Added |
| Viewpoint Capital Management LLC | 15,819 | $2.86M | 2.76% | −1,082−6.4% | Reduced |
| S&T Bank | 15,901 | $2.87M | 0.53% | −103−0.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 15,914 | $2.88M | 1.56% | +30+0.2% | Added |
| Blueprint Investment Partners LLC | 15,979 | $2.89M | 0.62% | +5,519+52.8% | Added |
| Northstar Asset Management LLC | 15,987 | $2.89M | 0.91% | −300−1.8% | Reduced |
| Trustco Bank Corp N Y | 16,010 | $2.89M | 3.19% | −391−2.4% | Reduced |
| Eads & Heald Wealth Management | 16,083 | $2.91M | 1.48% | −79−0.5% | Reduced |
| Csenge Advisory Group | 16,125 | $2.91M | 0.23% | −484−2.9% | Reduced |
| Aries Wealth Management | 16,137 | $2.92M | 1.26% | +257+1.6% | Added |
| AllGen Financial Advisors, Inc. | 16,141 | $2.92M | 2.09% | −47,328−74.6% | Reduced |
| Keystone Financial Group | 16,201 | $2.93M | 0.58% | +411+2.6% | Added |
| Investment Advisory Services Inc | 16,091 | $2.93M | 1.51% | +105+0.7% | Added |
| Inlet Private Wealth, LLC | 16,270 | $2.94M | 0.78% | −50−0.3% | Reduced |
| Templeton & Phillips Capital Management, LLC | 16,287 | $2.94M | 3.14% | +16,287 | New |
| Citadel Investment Advisory, Inc. | 16,321 | $2.95M | 2.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 16,346 | $2.95M | 0.45% | −471−2.8% | Reduced |
| Mount Lucas Management LP | 16,363 | $2.96M | 0.97% | −179−1.1% | Reduced |
| Orser Capital Management, LLC | 16,373 | $2.96M | 4.28% | 00.0% | Unchanged |
| L.M. Kohn & Company | 16,408 | $2.96M | 1.39% | −129−0.8% | Reduced |
| Lee Danner & Bass Inc | 16,519 | $2.98M | 0.28% | +151+0.9% | Added |
| Phoenix Wealth Advisors | 16,557 | $2.99M | 1.80% | −662−3.8% | Reduced |
| Fulton Bank, N.A. | 16,681 | $3.01M | 0.17% | −430−2.5% | Reduced |
| Clarius Group, LLC | 16,710 | $3.02M | 0.27% | +1,042+6.7% | Added |
| Athena Investment Management | 16,768 | $3.03M | 2.22% | +225+1.4% | Added |
| Basepoint Wealth LLC | 16,774 | $3.03M | 2.68% | +75+0.4% | Added |
| Lincoln Capital LLC | 16,811 | $3.04M | 0.88% | −44−0.3% | Reduced |
| Kavar Capital Partners Group, LLC | 16,813 | $3.04M | 0.70% | +238+1.4% | Added |
| United Asset Strategies, Inc. | 16,834 | $3.04M | 0.42% | +182+1.1% | Added |
| Jacobi Capital Management LLC | 16,849 | $3.04M | 0.38% | +127+0.8% | Added |
| Valley National Advisers Inc | 17,129 | $3.05M | 0.55% | −334−1.9% | Reduced |
| Keating Investment Counselors Inc | 16,880 | $3.05M | 1.19% | +5,350+46.4% | Added |
| Brookmont Capital Management | 16,884 | $3.05M | 1.87% | −503−2.9% | Reduced |
| Capula Management Ltd | 16,932 | $3.06M | 0.32% | −44,363−72.4% | Reduced |
| Howard Financial Services, Ltd. | 16,951 | $3.06M | 0.80% | +328+2.0% | Added |
| Stonnington Group, LLC | 17,274 | $3.07M | 0.85% | −467−2.6% | Reduced |
| Smith, Moore & Co. | 17,014 | $3.07M | 0.43% | +495+3.0% | Added |
| James Investment Research Inc | 17,017 | $3.07M | 0.43% | +84+0.5% | Added |
| Delta Financial Advisors LLC | 17,024 | $3.08M | 1.49% | −67−0.4% | Reduced |
| International Assets Investment Management, LLC | 35,960 | $3.08M | 0.32% | +27,163+308.8% | Added |
| Cigna Investments Inc | 17,058 | $3.08M | 0.65% | +42+0.2% | Added |
| Members Capital Advisors Inc | 17,069 | $3.08M | 2.22% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 17,077 | $3.09M | 0.85% | −51−0.3% | Reduced |
| TFG Advisers LLC | 17,150 | $3.10M | 1.59% | +208+1.2% | Added |
| Burleson & Company, LLC | 17,228 | $3.11M | 0.78% | +6,624+62.5% | Added |
| We Are One Seven, LLC | 17,252 | $3.12M | 0.31% | −766−4.3% | Reduced |
| ARS Investment Partners, LLC | 17,286 | $3.12M | 0.42% | −413−2.3% | Reduced |
| Mutual Advisors, LLC | 17,293 | $3.12M | 0.14% | +1,111+6.9% | Added |
| Vickerman Investment Advisors, Inc. | 17,297 | $3.12M | 1.42% | +409+2.4% | Added |
| Alta Capital Management LLC | 17,312 | $3.13M | 0.24% | +762+4.6% | Added |
| Thomasville National Bank | 17,381 | $3.14M | 0.36% | +81+0.5% | Added |
| Newman Dignan & Sheerar, Inc. | 17,385 | $3.14M | 1.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 17,434 | $3.15M | 2.08% | −528−2.9% | Reduced |
| Armstrong Henry H Associates Inc | 17,515 | $3.16M | 0.39% | −53−0.3% | Reduced |
| Harbour Investment Management LLC | 17,423 | $3.17M | 1.83% | +120+0.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 17,538 | $3.17M | 0.12% | +883+5.3% | Added |
| Walter & Keenan Financial Consulting Co | 17,630 | $3.19M | 1.25% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 17,667 | $3.19M | 1.04% | +1,013+6.1% | Added |