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 |
|---|---|---|---|---|---|
| Verus Financial Partners, Inc. | 2,056 | $351.6K | 0.05% | −1,730−45.7% | Reduced |
| Claris Advisors, LLC | 1,948 | $351.9K | 0.33% | +44+2.3% | Added |
| Quantbot Technologies LP | 1,954 | $353.0K | 0.03% | +1,954 | New |
| N.E.W. Advisory Services LLC | 1,955 | $353.2K | 0.06% | +239+13.9% | Added |
| Innovis Asset Management LLC | 1,960 | $354.1K | 0.16% | +1,960 | New |
| Traverso Chambers Private Wealth Management, LLC | 1,962 | $354.5K | 0.10% | +22+1.1% | Added |
| NBW Capital LLC | 1,963 | $354.6K | 0.09% | +89+4.7% | Added |
| HFG Advisors, Inc. | 1,964 | $354.7K | 0.42% | 00.0% | Unchanged |
| Meridian Management Co | 1,965 | $355.0K | 0.13% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 1,965 | $355.0K | 0.18% | +13+0.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 1,966 | $355.2K | 0.08% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 1,969 | $355.6K | 0.41% | +1,969 | New |
| Farther Finance Advisors, LLC | 1,970 | $355.9K | 0.14% | +1,970 | New |
| IMPACTfolio, LLC | 1,971 | $356.0K | 0.33% | −51−2.5% | Reduced |
| Loomis Sayles & Co L P | 1,970 | $356.0K | 0.00% | −15−0.8% | Reduced |
| JSF Financial, LLC | 1,973 | $356.4K | 0.13% | +15+0.8% | Added |
| Wealth Advisors of Iowa, LLC | 1,979 | $357.5K | 0.29% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,982 | $358.0K | 0.01% | +52+2.7% | Added |
| Diligent Investors, LLC | 1,984 | $358.4K | 0.12% | +9+0.5% | Added |
| Tradewinds Capital Management, LLC | 1,986 | $358.7K | 0.17% | +69+3.6% | Added |
| Darwin Advisors, LLC | 2,048 | $358.9K | 0.09% | −95−4.4% | Reduced |
| City State Bank | 1,986 | $359.0K | 0.22% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,991 | $359.7K | 0.17% | +1,991 | New |
| Harfst & Associates, Inc. | 1,993 | $360.1K | 0.10% | 00.0% | Unchanged |
| Commons Capital, LLC | 1,995 | $360.5K | 0.59% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,984 | $360.7K | 0.05% | +1,984 | New |
| MMBG Investment Advisors Co. | 2,000 | $361.0K | 0.05% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,000 | $361.3K | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,002 | $361.7K | 0.24% | +25+1.3% | Added |
| Sittner & Nelson, LLC | 2,006 | $362.5K | 0.22% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,018 | $364.6K | 0.10% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 2,006 | $364.8K | 0.62% | 00.0% | Unchanged |
| Tacita Capital Inc | 2,025 | $366.0K | 0.27% | 00.0% | Unchanged |
| Citizens Business Bank | 2,033 | $367.3K | 0.08% | +50+2.5% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,039 | $368.4K | 0.14% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,039 | $368.4K | 0.24% | +2,039 | New |
| Pinnacle Financial Group, LLC | 2,040 | $368.6K | 0.26% | +8+0.4% | Added |
| Warwick Investment Management, Inc. | 2,043 | $369.0K | 0.15% | +4+0.2% | Added |
| Affinity Capital Advisors, LLC | 2,044 | $369.3K | 0.13% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,049 | $370.2K | 0.06% | +134+7.0% | Added |
| Fishman Jay A Ltd | 2,050 | $370.4K | 0.05% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,052 | $370.7K | 0.10% | −266−11.5% | Reduced |
| Main Street Research LLC | 2,041 | $371.1K | 0.09% | −37−1.8% | Reduced |
| Capital City Trust Co | 2,054 | $371.1K | 0.12% | +75+3.8% | Added |
| Bayesian Capital Management, LP | 2,062 | $372.5K | 0.05% | +2,062 | New |
| Corrigan Financial, Inc. | 2,063 | $372.7K | 0.14% | −163−7.3% | Reduced |
| O'Brien Greene & Co. Inc | 2,070 | $374.0K | 0.14% | −4,485−68.4% | Reduced |
| True Link Financial Advisors, LLC | 2,072 | $374.3K | 0.05% | −50−2.4% | Reduced |
| Titleist Asset Management, Ltd. | 2,074 | $374.7K | 0.09% | +21+1.0% | Added |
| Strengthening Families & Communities, LLC | 2,077 | $375.0K | 0.22% | +132+6.8% | Added |
| HT Partners LLC | 2,078 | $375.4K | 0.12% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,080 | $375.8K | 0.22% | −1,714−45.2% | Reduced |
| Overbrook Management Corp | 2,081 | $376.0K | 0.11% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,088 | $377.2K | 1.09% | +230+12.4% | Added |
| Winning Points Advisors, LLC | 2,090 | $378.0K | 0.48% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,093 | $378.1K | 0.24% | +19+0.9% | Added |
| Aprio Wealth Management, LLC | 2,094 | $378.3K | 0.13% | +230+12.3% | Added |
| Buffington Mohr McNeal | 2,097 | $378.8K | 0.09% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,097 | $378.9K | 0.23% | +872+71.2% | Added |
| RW Investment Management LLC | 2,099 | $379.2K | 0.15% | +2,099 | New |
| QP Wealth Management, LLC | 2,101 | $379.6K | 0.59% | −249−10.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,104 | $380.1K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,110 | $381.0K | 0.19% | −124−5.6% | Reduced |
| Willow Creek Wealth Management Inc. | 2,125 | $384.0K | 0.06% | −592−21.8% | Reduced |
| Source Financial Advisors LLC | 2,130 | $384.7K | 0.14% | +497+30.4% | Added |
| Atom Investors LP | 2,130 | $384.8K | 0.19% | +2,130 | New |
| Rede Wealth, LLC | 2,131 | $385.0K | 0.21% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,131 | $385.0K | 0.01% | +113+5.6% | Added |
| Financial Insights, Inc. | 2,133 | $385.3K | 0.18% | +323+17.8% | Added |
| Goldstein Advisors, LLC | 2,137 | $386.0K | 0.09% | +2,137 | New |
| Range Financial Group LLC | 2,139 | $386.4K | 0.26% | +535+33.4% | Added |
| Tennessee Valley Asset Management Partners | 2,141 | $386.8K | 0.13% | +4+0.2% | Added |
| Private Advisory Group LLC | 2,142 | $387.0K | 0.08% | +232+12.1% | Added |
| Compass Financial Advisors LLC | 2,146 | $387.6K | 0.52% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,135 | $388.2K | 0.11% | +146+7.3% | Added |
| Castleview Partners, LLC | 2,149 | $388.2K | 0.38% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 2,155 | $389.3K | 0.07% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,158 | $389.9K | 0.22% | +760+54.4% | Added |
| Rock Creek Group, LP | 2,160 | $390.2K | 0.05% | −68−3.1% | Reduced |
| Lumature Wealth Partners, LLC | 2,161 | $390.4K | 0.22% | −104−4.6% | Reduced |
| Landaas & Co | 2,167 | $391.0K | 0.22% | −982−31.2% | Reduced |
| Wharton Business Group, LLC | 2,169 | $392.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,171 | $392.3K | 0.22% | +77+3.7% | Added |
| Tiemann Investment Advisors, LLC | 2,177 | $393.3K | 0.23% | +150+7.4% | Added |
| KRS Capital Management, LLC | 2,178 | $393.4K | 0.54% | −34−1.5% | Reduced |
| Revolve Wealth Partners, LLC | 2,184 | $394.6K | 0.11% | +131+6.4% | Added |
| Hollencrest Capital Management | 2,187 | $395.1K | 0.05% | +334+18.0% | Added |
| Doliver Advisors, LP | 2,188 | $395.3K | 0.13% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2,193 | $396.0K | 0.38% | +3+0.1% | Added |
| Alethea Capital Management, LLC | 2,200 | $397.5K | 0.38% | 00.0% | Unchanged |
| Unio Capital LLC | 2,200 | $397.5K | 0.22% | 00.0% | Unchanged |
| Meredith Wealth Planning | 2,201 | $397.6K | 0.34% | +2,201 | New |
| Grey Fox Wealth Advisors, LLC | 2,205 | $398.4K | 0.26% | +2,205 | New |
| Cardinal Strategic Wealth Guidance | 2,211 | $399.5K | 0.19% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,216 | $400.3K | 0.18% | −2,431−52.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,221 | $401.2K | 0.29% | −44−1.9% | Reduced |
| William Allan, LLC | 2,232 | $403.2K | 0.34% | −30−1.3% | Reduced |
| Sunflower Bank, N.A. | 2,243 | $405.0K | 0.09% | −500−18.2% | Reduced |
| Austin Private Wealth, LLC | 2,242 | $405.0K | 0.07% | −25−1.1% | Reduced |
| Deuterium Capital Management, LLC | 2,242 | $405.0K | 1.21% | +2,242 | New |