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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 20,608 | $3.75M | 0.28% | −475−2.3% | Reduced |
| Regal Investment Advisors LLC | 20,770 | $3.75M | 0.36% | +875+4.4% | Added |
| Tilia Fiduciary Partners, Inc. | 20,772 | $3.75M | 3.61% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 20,830 | $3.76M | 0.08% | +20,830 | New |
| Somerset Trust Co | 20,883 | $3.77M | 1.58% | −182−0.9% | Reduced |
| Physicians Financial Services, Inc. | 20,897 | $3.77M | 1.70% | 00.0% | Unchanged |
| Heritage Trust Co | 20,920 | $3.78M | 0.62% | +849+4.2% | Added |
| Tiedemann Advisors, LLC | 20,898 | $3.80M | 0.18% | −33−0.2% | Reduced |
| Aull & Monroe Investment Management Corp | 21,067 | $3.81M | 1.89% | −320−1.5% | Reduced |
| Capital Asset Advisory Services LLC | 20,860 | $3.81M | 0.30% | +378+1.8% | Added |
| Fairhaven Wealth Management, LLC | 21,119 | $3.82M | 1.62% | +787+3.9% | Added |
| Smith Shellnut Wilson LLC | 21,184 | $3.83M | 2.36% | −100.0% | Reduced |
| Watchman Group, Inc. | 21,191 | $3.83M | 2.11% | +140+0.7% | Added |
| Bristlecone Advisors, LLC | 21,195 | $3.83M | 0.47% | −119−0.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 21,244 | $3.84M | 2.80% | +12+0.1% | Added |
| Shakespeare Wealth Management, Inc. | 21,250 | $3.84M | 1.41% | −100.0% | Reduced |
| Stratos Wealth Advisors, LLC | 21,269 | $3.84M | 0.32% | +4,628+27.8% | Added |
| Crescent Sterling, Ltd. | 21,280 | $3.84M | 4.12% | +21,280 | New |
| Evergreen Capital Management LLC | 21,226 | $3.85M | 0.18% | −2,003−8.6% | Reduced |
| Garrison Asset Management, LLC | 21,472 | $3.88M | 2.51% | −195−0.9% | Reduced |
| Boit C F David | 21,500 | $3.88M | 2.77% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 21,558 | $3.89M | 0.79% | +19,509+952.1% | Added |
| Shoker Investment Counsel, Inc. | 21,594 | $3.90M | 1.75% | −149−0.7% | Reduced |
| Financial Advisory Partners, LLC | 21,623 | $3.91M | 1.61% | −1,812−7.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 21,624 | $3.91M | 0.48% | +973+4.7% | Added |
| Harbour Investments, Inc. | 21,723 | $3.92M | 0.24% | +2,525+13.2% | Added |
| Mark Stevens | 21,729 | $3.92M | 0.51% | −1,862−7.9% | Reduced |
| Legacy Advisors, LLC | 21,754 | $3.95M | 0.72% | +5,440+33.3% | Added |
| Ziegler Capital Management, LLC | 21,913 | $3.96M | 0.17% | +18,432+529.5% | Added |
| Notis-McConarty Edward | 21,922 | $3.96M | 1.65% | −166−0.8% | Reduced |
| Verition Fund Management LLC | 21,933 | $3.96M | 0.08% | +4,746+27.6% | Added |
| Riverbridge Partners LLC | 21,959 | $3.97M | 0.06% | −969−4.2% | Reduced |
| Peloton Wealth Strategists | 22,012 | $3.98M | 1.91% | −450−2.0% | Reduced |
| Bessemer Securities LLC | 22,037 | $3.98M | 1.78% | −4,900−18.2% | Reduced |
| Heirloom Wealth Management | 22,053 | $3.98M | 2.48% | +22,053 | New |
| ARGI Investment Services, LLC | 22,100 | $3.99M | 0.13% | +2,758+14.3% | Added |
| Inscription Capital, LLC | 22,139 | $4.00M | 1.37% | −10.0% | Reduced |
| Delta Capital Management LLC | 22,165 | $4.00M | 2.92% | −20−0.1% | Reduced |
| Donaldson Capital Management, LLC | 22,203 | $4.01M | 0.20% | −573−2.5% | Reduced |
| Martin Capital Partners, LLC | 22,211 | $4.01M | 1.66% | −53−0.2% | Reduced |
| Jag Capital Management, LLC | 22,277 | $4.02M | 0.58% | +1,042+4.9% | Added |
| Bangor Savings Bank | 22,309 | $4.03M | 0.48% | −3,736−14.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,340 | $4.04M | 2.77% | +214+1.0% | Added |
| Bill Few Associates, Inc. | 22,360 | $4.04M | 2.39% | +482+2.2% | Added |
| Adirondack Trust Co | 22,372 | $4.04M | 2.09% | −59−0.3% | Reduced |
| Integrated Advisors Network LLC | 22,381 | $4.04M | 0.26% | +90+0.4% | Added |
| Mathes Company, Inc. | 22,391 | $4.04M | 2.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22,473 | $4.06M | 0.23% | +22+0.1% | Added |
| Anchor Investment Management, LLC | 22,480 | $4.06M | 0.58% | +1,183+5.6% | Added |
| Brighton Jones LLC | 22,506 | $4.07M | 0.24% | +4,151+22.6% | Added |
| Harbor Investment Advisory, LLC | 22,521 | $4.07M | 0.64% | −197−0.9% | Reduced |
| Builder Investment Group Inc | 22,568 | $4.08M | 1.94% | +22,568 | New |
| Jump Financial, LLC | 22,700 | $4.10M | 0.22% | +11,847+109.2% | Added |
| Atlas Brown,Inc. | 22,706 | $4.10M | 2.02% | −2,176−8.7% | Reduced |
| Beck Mack & Oliver LLC | 22,732 | $4.11M | 0.12% | −106−0.5% | Reduced |
| Burney Co | 22,768 | $4.11M | 0.21% | −2,494−9.9% | Reduced |
| M Holdings Securities, Inc. | 22,761 | $4.11M | 0.43% | +114+0.5% | Added |
| United Capital Management of KS, Inc. | 22,897 | $4.14M | 1.71% | +796+3.6% | Added |
| Ledyard National Bank | 22,922 | $4.14M | 0.49% | −725−3.1% | Reduced |
| JB Capital LLC | 22,931 | $4.14M | 0.41% | +1,367+6.3% | Added |
| Northeast Financial Consultants Inc | 22,943 | $4.14M | 0.28% | −781−3.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 23,015 | $4.16M | 2.88% | +638+2.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,022 | $4.16M | 1.04% | −331−1.4% | Reduced |
| Coastal Bridge Advisors, LLC | 23,041 | $4.16M | 1.18% | +125+0.5% | Added |
| Beach Investment Counsel Inc | 23,145 | $4.18M | 0.52% | −1,325−5.4% | Reduced |
| Sumitomo Life Insurance Co | 23,151 | $4.18M | 0.31% | −236−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,149 | $4.18M | 0.33% | +2,303+11.0% | Added |
| NovaPoint Capital, LLC | 23,152 | $4.18M | 1.83% | +34+0.1% | Added |
| Broderick Brian C | 23,215 | $4.19M | 1.24% | −50−0.2% | Reduced |
| Union Heritage Capital, LLC | 23,095 | $4.20M | 2.56% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 23,375 | $4.22M | 1.94% | −340−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 23,430 | $4.23M | 0.28% | 00.0% | Unchanged |
| Proequities, Inc. | 23,310 | $4.24M | 0.34% | −1,593−6.4% | Reduced |
| IFP Advisors, Inc | 44,870 | $4.24M | 0.13% | −12,614−21.9% | Reduced |
| Hodges Capital Management Inc. | 23,484 | $4.24M | 0.37% | +6,285+36.5% | Added |
| Smithbridge Asset Management Inc | 23,521 | $4.25M | 1.13% | +2,771+13.4% | Added |
| Avidian Wealth Solutions, LLC | 23,568 | $4.26M | 0.28% | −1,070−4.3% | Reduced |
| PFG Advisors | 23,675 | $4.28M | 0.42% | +1,118+5.0% | Added |
| Mission Wealth Management, LP | 23,700 | $4.28M | 0.21% | +1,547+7.0% | Added |
| Hayek Kallen Investment Management | 23,771 | $4.29M | 1.98% | −647−2.6% | Reduced |
| Addison Capital Co | 23,786 | $4.30M | 2.74% | −89−0.4% | Reduced |
| Bank of New Hampshire | 23,808 | $4.30M | 1.30% | −544−2.2% | Reduced |
| Benson Investment Management Company, Inc. | 23,825 | $4.30M | 2.54% | −75−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 23,826 | $4.30M | 0.79% | +4,009+20.2% | Added |
| Naples Global Advisors, LLC | 23,685 | $4.31M | 0.55% | −844−3.4% | Reduced |
| Transcend Wealth Collective, LLC | 23,871 | $4.31M | 0.47% | −2,011−7.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 24,032 | $4.34M | 1.24% | +90+0.4% | Added |
| Capital Insight Partners, LLC | 24,039 | $4.34M | 1.13% | +355+1.5% | Added |
| Spring Capital Management, LLC | 24,087 | $4.35M | 3.76% | −416−1.7% | Reduced |
| Pegasus Partners Ltd. | 24,114 | $4.36M | 0.72% | −290−1.2% | Reduced |
| Plancorp, LLC | 24,119 | $4.36M | 0.26% | −38−0.2% | Reduced |
| Level Four Advisory Services, LLC | 24,143 | $4.36M | 0.32% | +14,372+147.1% | Added |
| Pictet North America Advisors SA | 24,178 | $4.37M | 0.75% | −1,460−5.7% | Reduced |
| Clear Street Markets LLC | 24,200 | $4.37M | 0.89% | +17,731+274.1% | Added |
| Chatham Capital Group, Inc. | 24,372 | $4.40M | 1.03% | −525−2.1% | Reduced |
| Peninsula Asset Management Inc | 24,507 | $4.43M | 2.72% | −1,195−4.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 24,535 | $4.43M | 0.33% | −724−2.9% | Reduced |
| Azzad Asset Management Inc | 24,543 | $4.43M | 0.70% | −25,171−50.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 24,575 | $4.44M | 0.91% | −29−0.1% | Reduced |
| Exeter Financial, LLC | 24,597 | $4.44M | 2.31% | +81+0.3% | Added |