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
- 3,198
- +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 | 3,421 | $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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 1,647 | $297.5K | 0.08% | +53+3.3% | Added |
| Madison Wealth Partners, Inc | 1,649 | $297.9K | 0.17% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,650 | $298.1K | 0.10% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,650 | $298.1K | 0.07% | +90+5.8% | Added |
| Beacon Capital Management, LLC | 1,650 | $298.1K | 0.10% | +196+13.5% | Added |
| Eagle Harbor Asset Management Inc | 1,652 | $298.4K | 0.44% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,766 | $300.2K | 0.15% | +1,766 | New |
| Horizon Investment Services, LLC | 1,665 | $300.8K | 0.22% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,665 | $301.0K | 0.04% | −6−0.4% | Reduced |
| Kelly Financial Services LLC | 1,671 | $301.9K | 0.16% | −35−2.1% | Reduced |
| Act Wealth Management, LLC | 1,672 | $302.1K | 0.19% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,673 | $302.3K | 0.22% | +3+0.2% | Added |
| Sage Rhino Capital LLC | 1,674 | $302.4K | 0.10% | −21−1.2% | Reduced |
| Kenfarb & Co. | 1,677 | $303.0K | 0.27% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,681 | $304.0K | 0.11% | +18+1.1% | Added |
| Epic Trust Investment Advisors, LLC | 1,684 | $304.0K | 0.46% | +1,684 | New |
| Tanager Wealth Management LLP | 1,677 | $304.9K | 0.08% | +1,677 | New |
| SMART Wealth LLC | 1,688 | $305.0K | 0.23% | +1,688 | New |
| Independent Family Office, LLC | 1,692 | $305.7K | 0.18% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 1,693 | $305.9K | 0.17% | +88+5.5% | Added |
| Abacus Wealth Partners, LLC | 1,694 | $306.0K | 0.11% | −382−18.4% | Reduced |
| German American Bancorp, Inc. | 1,699 | $306.9K | 0.05% | −790−31.7% | Reduced |
| Paradigm Capital Management Inc | 1,700 | $307.1K | 0.02% | 00.0% | Unchanged |
| Resolute Financial, LLC | 1,703 | $307.6K | 0.26% | −150−8.1% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,703 | $307.7K | 0.16% | +1,703 | New |
| MKT Advisors LLC | 1,730 | $307.9K | 0.23% | +23+1.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,716 | $310.0K | 0.03% | +7+0.4% | Added |
| Motive Wealth Advisors | 1,717 | $310.2K | 0.24% | +239+16.2% | Added |
| Heck Capital Advisors, LLC | 1,720 | $310.7K | 0.06% | +27+1.6% | Added |
| Astoria Portfolio Advisors LLC. | 1,832 | $311.2K | 0.15% | +222+13.8% | Added |
| First National Corp | 1,729 | $312.3K | 0.08% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,731 | $312.7K | 0.13% | −16−0.9% | Reduced |
| Left Brain Wealth Management, LLC | 1,731 | $312.7K | 0.23% | +1,731 | New |
| Ellerson Group Inc | 1,730 | $313.0K | 0.33% | +1,730 | New |
| Rockbridge Investment Management, LCC | 1,733 | $313.1K | 0.06% | +434+33.4% | Added |
| Tillman Hartley LLC | 1,733 | $313.1K | 0.13% | +1,733 | New |
| Green Square Capital Advisors LLC | 1,740 | $314.3K | 0.04% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 1,742 | $314.7K | 0.25% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,747 | $315.6K | 0.17% | +1,747 | New |
| Gemmer Asset Management LLC | 1,748 | $315.8K | 0.05% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,749 | $316.0K | 0.05% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 1,753 | $316.7K | 0.05% | −205−10.5% | Reduced |
| First Citizens Financial Corp | 1,755 | $317.0K | 0.27% | +230+15.1% | Added |
| Chemistry Wealth Management LLC | 1,756 | $317.2K | 0.12% | +100+6.0% | Added |
| Provence Wealth Management Group | 1,757 | $317.4K | 0.26% | +1,757 | New |
| HWG Holdings LP | 1,759 | $318.0K | 0.21% | −467−21.0% | Reduced |
| Verum Partners LLC | 1,761 | $318.1K | 0.39% | +1,761 | New |
| BigSur Wealth Management LLC | 1,750 | $318.2K | 0.15% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,875 | $318.7K | 0.29% | +1,875 | New |
| Atlas Capital Advisors LLC | 1,767 | $319.2K | 0.05% | 00.0% | Unchanged |
| Community Bank of Raymore | 1,770 | $319.8K | 0.12% | −75−4.1% | Reduced |
| Port Capital LLC | 1,774 | $320.0K | 0.02% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,789 | $321.7K | 0.10% | −211−10.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,781 | $321.8K | 0.15% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 1,780 | $322.0K | 0.07% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 1,784 | $322.4K | 0.02% | +184+11.5% | Added |
| Beacon Financial Advisory LLC | 1,786 | $322.6K | 0.23% | −448−20.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,787 | $322.8K | 0.10% | +1,787 | New |
| Trellis Advisors, LLC | 1,791 | $323.6K | 0.17% | −24−1.3% | Reduced |
| Centerpoint Advisors, LLC | 1,795 | $324.0K | 0.15% | 00.0% | Unchanged |
| Cortland Associates Inc | 1,797 | $325.0K | 0.05% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,800 | $325.2K | 0.03% | −87−4.6% | Reduced |
| Unionview, LLC | 1,808 | $326.6K | 0.33% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,812 | $327.4K | 0.14% | −37−2.0% | Reduced |
| Aspire Capital Advisors LLC | 1,817 | $328.3K | 0.19% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,817 | $328.3K | 0.08% | −1,328−42.2% | Reduced |
| Heron Financial Group, LLC | 1,860 | $329.4K | 0.22% | 00.0% | Unchanged |
| apricus wealth, LLC | 1,825 | $329.7K | 0.30% | −210−10.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,835 | $331.6K | 0.17% | −132−6.7% | Reduced |
| Graham Capital Wealth Management, LLC | 1,836 | $331.7K | 0.59% | −9−0.5% | Reduced |
| Duality Advisers, LP | 1,837 | $331.9K | 0.04% | +1,837 | New |
| Horizon Wealth Management, LLC | 1,839 | $332.3K | 0.27% | −40−2.1% | Reduced |
| United Bank | 1,846 | $333.5K | 0.20% | −28−1.5% | Reduced |
| James Hambro & Partners | 1,849 | $334.0K | 0.03% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,850 | $334.2K | 0.01% | +400+27.6% | Added |
| Transform Wealth, LLC | 1,855 | $335.5K | 0.04% | +530+40.0% | Added |
| O'Rourke & Company, Inc | 1,865 | $337.0K | 0.27% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,871 | $338.0K | 0.02% | +1,871 | New |
| Redwood Investment Management, LLC | 1,879 | $339.0K | 0.04% | −812−30.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,877 | $339.1K | 0.08% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 1,880 | $339.7K | 0.34% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,882 | $340.0K | 0.48% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,884 | $340.4K | 0.01% | −4−0.2% | Reduced |
| Kahn Brothers Group Inc | 1,900 | $343.0K | 0.05% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 1,905 | $344.1K | 0.19% | −215−10.1% | Reduced |
| 360 Financial, Inc. | 2,108 | $344.2K | 0.22% | 00.0% | Unchanged |
| Ironwood Financial, llc | 1,907 | $344.5K | 0.11% | +14+0.7% | Added |
| Ahrens Investment Partners LLC | 1,907 | $344.6K | 0.16% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 1,909 | $344.8K | 0.20% | +139+7.9% | Added |
| Chelsea Counsel Co | 1,899 | $345.3K | 0.17% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,907 | $345.6K | 0.02% | −1−0.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,914 | $345.8K | 0.07% | +235+14.0% | Added |
| Private Ocean, LLC | 1,924 | $347.6K | 0.04% | −23−1.2% | Reduced |
| Alpha Financial Partners, LLC | 1,929 | $348.5K | 0.42% | +1,929 | New |
| Benchmark Wealth Management, LLC | 1,931 | $348.9K | 0.25% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,931 | $348.9K | 0.08% | +1,931 | New |
| Bellevue Asset Management, LLC | 1,948 | $349.8K | 0.27% | +1+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,937 | $349.9K | 0.17% | −181−8.5% | Reduced |
| Abundance Wealth Counselors | 1,938 | $350.0K | 0.10% | −54−2.7% | Reduced |
| Ford Financial Group, LLC | 1,939 | $350.3K | 0.14% | +27+1.4% | Added |