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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| TD Ameritrade Investment Management, LLC | 539 | $97.0K | 0.00% | +15+2.9% | Added |
| Centiva Capital, LP | 546 | $98.6K | 0.01% | −10,257−94.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 553 | $99.9K | 0.03% | 00.0% | Unchanged |
| My Personal CFO, LLC | 555 | $100.3K | 0.10% | +555 | New |
| New Millennium Group LLC | 556 | $100.4K | 0.11% | +14+2.6% | Added |
| Bell Investment Advisors, Inc | 566 | $102.3K | 0.03% | +109+23.9% | Added |
| Earnest Partners LLC | 569 | $102.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 582 | $105.2K | 0.02% | +312+115.6% | Added |
| Roble, Belko & Company, Inc | 600 | $108.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 600 | $108.4K | 0.04% | −400−40.0% | Reduced |
| Marquette Asset Management, LLC | 600 | $108.4K | 0.03% | +600 | New |
| Heritage Wealth Management, LLC | 602 | $108.8K | 0.02% | +375+165.2% | Added |
| Kozak & Associates, Inc. | 617 | $111.0K | 0.06% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 623 | $112.6K | 0.10% | +623 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 628 | $113.5K | 0.08% | −12−1.9% | Reduced |
| Gleason Group, Inc. | 635 | $114.7K | 0.04% | +38+6.4% | Added |
| FWL Investment Management, LLC | 649 | $117.2K | 0.09% | +649 | New |
| Byrne Asset Management LLC | 656 | $118.5K | 0.09% | 00.0% | Unchanged |
| Schubert & Co | 665 | $120.1K | 0.11% | +14+2.2% | Added |
| Lee Financial Co | 707 | $127.7K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 722 | $130.4K | 0.02% | −122−14.5% | Reduced |
| Clear Perspectives Financial Planning, LLC | 738 | $133.3K | 0.07% | −8−1.1% | Reduced |
| Cornerstone Planning Group LLC | 805 | $136.7K | 0.06% | +805 | New |
| Cypress Capital Management LLC (WY) | 774 | $140.7K | 0.18% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 792 | $143.1K | 0.02% | +125+18.7% | Added |
| PFG Private Wealth Management, LLC | 796 | $144.0K | 0.09% | −26−3.2% | Reduced |
| Rise Advisors, LLC | 817 | $147.6K | 0.12% | 00.0% | Unchanged |
| Affiance Financial, LLC | 820 | $148.1K | 0.06% | +820 | New |
| Cribstone Capital Management, LLC | 825 | $149.0K | 0.09% | +125+17.9% | Added |
| Winch Advisory Services, LLC | 839 | $152.0K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 844 | $152.5K | 0.01% | −204−19.5% | Reduced |
| Newton One Investments LLC | 849 | $153.4K | 0.10% | 00.0% | Unchanged |
| Emfo, LLC | 870 | $157.2K | 0.16% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 879 | $158.8K | 0.03% | +175+24.9% | Added |
| Beaird Harris Wealth Management, LLC | 883 | $159.6K | 0.03% | +327+58.8% | Added |
| Financial Freedom, LLC | 884 | $159.7K | 0.11% | +884 | New |
| Miller Wealth Advisors, LLC | 901 | $163.0K | 0.11% | 00.0% | Unchanged |
| Sageworth Trust Co | 909 | $164.0K | 0.01% | +11+1.2% | Added |
| Virtus Investment Advisers, Inc. | 919 | $166.0K | 0.11% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 922 | $166.6K | 0.12% | +922 | New |
| New England Capital Financial Advisors LLC | 986 | $167.5K | 0.12% | +986 | New |
| Hoertkorn Richard Charles | 930 | $168.0K | 0.09% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 927 | $168.7K | 0.05% | +158+20.5% | Added |
| Hillsdale Investment Management Inc. | 935 | $168.9K | 0.01% | +110+13.3% | Added |
| PFS Partners, LLC | 973 | $175.9K | 0.19% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 971 | $176.5K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,000 | $180.7K | 0.15% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,030 | $186.1K | 0.10% | −77−7.0% | Reduced |
| Core Wealth Advisors, Inc. | 1,072 | $193.7K | 0.08% | +31+3.0% | Added |
| Catalyst Capital Advisors LLC | 1,076 | $194.4K | 0.01% | −24−2.2% | Reduced |
| Barrett & Company, Inc. | 1,084 | $195.8K | 0.13% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,107 | $200.2K | 0.12% | +1,107 | New |
| Colton Groome Financial Advisors, LLC | 1,112 | $200.9K | 0.10% | +1,112 | New |
| Patton Fund Management, Inc. | 1,110 | $201.0K | 0.06% | +1,110 | New |
| Canvas Wealth Advisors, LLC | 1,174 | $201.5K | 0.08% | +1,174 | New |
| Fermata Advisors, LLC | 1,119 | $202.3K | 0.06% | +1,119 | New |
| Barton Investment Management | 1,120 | $202.3K | 0.04% | +1,120 | New |
| Ullmann Financial Group, Inc. | 1,122 | $202.7K | 0.05% | +1,122 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,124 | $203.1K | 0.08% | +1,124 | New |
| Apexium Financial, LP | 1,124 | $203.1K | 0.02% | +1,124 | New |
| BOS Asset Management, LLC | 1,129 | $204.0K | 0.18% | +1,129 | New |
| MinichMacGregor Wealth Management, LLC | 1,138 | $205.7K | 0.07% | +1,138 | New |
| Echo45 Advisors LLC | 1,139 | $205.8K | 0.18% | +1,139 | New |
| McAlister, Sweet & Associates, Inc. | 1,139 | $205.8K | 0.30% | +1,139 | New |
| HFR Wealth Management, LLC | 1,141 | $206.0K | 0.06% | +1,141 | New |
| Freedom Day Solutions, LLC | 1,142 | $206.1K | 0.10% | −281−19.7% | Reduced |
| Campion Asset Management LLC | 1,145 | $206.9K | 0.20% | +1,145 | New |
| Pacific Sage Partners, LLC | 1,145 | $206.9K | 0.07% | +1,145 | New |
| Concord Asset Management, LLC | 1,146 | $207.0K | 0.14% | +1,146 | New |
| Windsor Capital Management, LLC | 1,151 | $208.0K | 0.08% | +1,151 | New |
| Pacifica Capital Investments, LLC | 1,153 | $208.0K | 0.07% | +1,153 | New |
| Marotta Asset Management | 1,155 | $208.7K | 0.05% | −90−7.2% | Reduced |
| Point72 Middle East FZE | 1,156 | $208.8K | 0.02% | +1,156 | New |
| Penobscot Wealth Management | 1,154 | $209.0K | 0.18% | +1,154 | New |
| Selective Wealth Management, Inc. | 1,236 | $209.9K | 0.11% | +15+1.2% | Added |
| Syverson Strege & Co | 1,165 | $210.5K | 0.10% | −97−7.7% | Reduced |
| Acorn Wealth Advisors, LLC | 1,168 | $211.0K | 0.16% | +1,168 | New |
| Machina Capital S.A.S. | 1,169 | $211.2K | 0.39% | +1,169 | New |
| Nelson Capital Management, LLC | 1,170 | $211.4K | 0.06% | +1,170 | New |
| Talisman Wealth Advisors LLC | 1,175 | $212.0K | 0.45% | +1,175 | New |
| Semus Wealth Partners LLC | 1,175 | $212.3K | 0.26% | +1,175 | New |
| TAP Consulting, LLC | 1,178 | $212.8K | 0.06% | −79−6.3% | Reduced |
| Vista Capital Partners, Inc. | 1,179 | $213.0K | 0.03% | +1,179 | New |
| OneAscent Financial Services LLC | 1,176 | $213.0K | 0.09% | +1,176 | New |
| West Wealth Group, LLC | 1,181 | $213.4K | 0.11% | +1,181 | New |
| Pinkerton Retirement Specialists, LLC | 1,182 | $213.5K | 0.05% | −1,277−51.9% | Reduced |
| Richard C. Young & CO., LTD. | 1,183 | $213.7K | 0.03% | +1,183 | New |
| Nottingham Advisors, Inc. | 1,183 | $213.7K | 0.03% | +1,183 | New |
| DMG Group, LLC | 1,191 | $214.0K | 0.24% | +1,191 | New |
| Aufman Associates Inc | 1,191 | $215.2K | 0.20% | +1,191 | New |
| Investors Research Corp | 1,194 | $215.7K | 0.06% | +46+4.0% | Added |
| Running Point Capital Advisors, LLC | 1,195 | $215.9K | 0.13% | +1,195 | New |
| Landscape Capital Management, L.L.C. | 1,200 | $216.8K | 0.03% | −9,104−88.4% | Reduced |
| Virginia National Bank | 1,200 | $216.8K | 0.80% | +1,200 | New |
| Asset Management Resources, LLC | 1,200 | $216.8K | 0.23% | +1,200 | New |
| Flagstone Financial Management | 1,204 | $217.5K | 0.13% | +1,204 | New |
| Beech Hill Advisors, Inc. | 1,205 | $217.7K | 0.12% | +1,205 | New |
| Hummer Financial Advisory Services Inc | 1,200 | $218.2K | 0.24% | +1,200 | New |
| Bluesphere Advisors, LLC | 1,209 | $218.5K | 0.19% | +1,209 | New |
| Family Investment Center, Inc. | 1,210 | $218.6K | 0.16% | +1,210 | New |