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 |
|---|---|---|---|---|---|
| Asset Management Group, Inc. | 34,537 | $6.24M | 1.47% | +347+1.0% | Added |
| Choate Investment Advisors | 34,537 | $6.24M | 0.38% | +437+1.3% | Added |
| Empowered Funds, LLC | 34,475 | $6.23M | 0.41% | +22,003+176.4% | Added |
| First Interstate Bank | 34,368 | $6.21M | 0.46% | −276−0.8% | Reduced |
| Socorro Asset Management LP | 34,166 | $6.17M | 2.68% | −6,590−16.2% | Reduced |
| Bleakley Financial Group, LLC | 34,050 | $6.15M | 0.22% | +34,050 | New |
| Quantinno Capital Management LP | 33,882 | $6.12M | 0.46% | +11,100+48.7% | Added |
| Costello Asset Management, INC | 33,814 | $6.11M | 5.50% | −130.0% | Reduced |
| City Holding Co | 33,794 | $6.11M | 1.14% | −835−2.4% | Reduced |
| Family Capital Trust Co | 33,547 | $6.06M | 2.46% | −148−0.4% | Reduced |
| Hall Laurie J Trustee | 33,476 | $6.05M | 2.72% | −330−1.0% | Reduced |
| Garland Capital Management Inc | 33,445 | $6.04M | 3.94% | +480+1.5% | Added |
| Dean Investment Associates, LLC | 33,441 | $6.04M | 1.03% | +3,370+11.2% | Added |
| Financial Architects, Inc | 33,431 | $6.04M | 1.00% | −116−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 33,412 | $6.04M | 0.21% | −580−1.7% | Reduced |
| Aristotle Capital Management, LLC | 33,299 | $6.02M | 0.01% | +1,450+4.6% | Added |
| Apollon Wealth Management, LLC | 33,181 | $5.99M | 0.43% | +1,074+3.3% | Added |
| Reliant Investment Management, LLC | 33,145 | $5.99M | 3.57% | −1,019−3.0% | Reduced |
| Coston, McIsaac & Partners | 32,948 | $5.95M | 2.32% | +5,732+21.1% | Added |
| Robertson Stephens Wealth Management, LLC | 32,636 | $5.93M | 0.58% | −755−2.3% | Reduced |
| Private Trust Co NA | 32,799 | $5.93M | 0.88% | −368−1.1% | Reduced |
| Savant Capital, LLC | 47,565 | $5.92M | 0.14% | +16,789+54.6% | Added |
| Trust Co of Oklahoma | 32,773 | $5.92M | 2.38% | +50.0% | Added |
| Telemus Capital, LLC | 32,567 | $5.90M | 0.54% | −258−0.8% | Reduced |
| Parallel Advisors, LLC | 32,580 | $5.89M | 0.26% | +2,114+6.9% | Added |
| SP Asset Management LLC | 32,575 | $5.88M | 0.79% | +32,575 | New |
| Equitable Holdings, Inc. | 32,296 | $5.83M | 0.10% | +1,260+4.1% | Added |
| Veriti Management LLC | 32,280 | $5.83M | 0.77% | −1,179−3.5% | Reduced |
| Eagle Global Advisors LLC | 32,276 | $5.83M | 0.40% | −112−0.3% | Reduced |
| Meeder Asset Management Inc | 32,238 | $5.82M | 0.51% | +4,555+16.5% | Added |
| Aevitas Wealth Management, Inc. | 32,233 | $5.82M | 3.45% | +472+1.5% | Added |
| Ayrshire Capital Management LLC | 32,195 | $5.82M | 4.07% | −1,747−5.1% | Reduced |
| Moody National Bank Trust Division | 32,070 | $5.79M | 0.50% | −1,607−4.8% | Reduced |
| Skba Capital Management LLC | 32,065 | $5.79M | 1.07% | +38+0.1% | Added |
| Concentric Wealth Management, LLC | 31,996 | $5.78M | 1.98% | −625−1.9% | Reduced |
| Windle Wealth, LLC | 31,991 | $5.78M | 4.51% | +31,991 | New |
| Pathway Financial Advisers, LLC | 31,845 | $5.76M | 2.33% | +31,845 | New |
| Colonial Trust Co | 31,850 | $5.75M | 1.57% | +402+1.3% | Added |
| First Personal Financial Services | 31,847 | $5.75M | 1.56% | −264−0.8% | Reduced |
| M&R Capital Management Inc | 31,736 | $5.73M | 1.58% | −70.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,720 | $5.73M | 0.91% | −184−0.6% | Reduced |
| Harbor Advisory Corp | 31,707 | $5.73M | 2.34% | +488+1.6% | Added |
| Change Path, LLC | 31,707 | $5.73M | 0.32% | +117+0.4% | Added |
| Cresset Asset Management, LLC | 106,368 | $5.71M | 0.07% | −3,620−3.3% | Reduced |
| LVW Advisors, LLC | 31,581 | $5.71M | 1.20% | +140+0.4% | Added |
| Hartford Financial Management Inc. | 31,581 | $5.71M | 1.51% | −783−2.4% | Reduced |
| Modera Wealth Management, LLC | 31,502 | $5.69M | 0.23% | +110.0% | Added |
| Monetary Management Group Inc | 31,450 | $5.68M | 1.77% | −450−1.4% | Reduced |
| Mendel Money Management | 31,447 | $5.68M | 3.23% | −1,263−3.9% | Reduced |
| High Net Worth Advisory Group LLC | 31,430 | $5.68M | 2.21% | −1,046−3.2% | Reduced |
| Bollard Group LLC | 31,401 | $5.67M | 0.22% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 31,399 | $5.67M | 0.89% | −4,985−13.7% | Reduced |
| Trinity Legacy Partners, LLC | 31,177 | $5.63M | 2.24% | +636+2.1% | Added |
| Peoples Financial Services Corp. | 31,081 | $5.62M | 2.63% | −24−0.1% | Reduced |
| TD Private Client Wealth LLC | 31,062 | $5.61M | 0.27% | +686+2.3% | Added |
| Allworth Financial LP | 30,939 | $5.59M | 0.06% | +3,256+11.8% | Added |
| QV Investors Inc. | 30,875 | $5.58M | 0.53% | +590+1.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 30,716 | $5.55M | 0.83% | +869+2.9% | Added |
| Marshall & Sullivan Inc | 30,715 | $5.55M | 3.48% | −1,705−5.3% | Reduced |
| Charter Research & Investment Group, Inc. | 30,675 | $5.54M | 5.32% | −105−0.3% | Reduced |
| Ballentine Partners, LLC | 30,653 | $5.54M | 0.16% | +7,438+32.0% | Added |
| Roberts Glore & Co Inc | 30,608 | $5.53M | 1.92% | −2,835−8.5% | Reduced |
| Horrell Capital Management, Inc. | 30,580 | $5.53M | 1.83% | +185+0.6% | Added |
| Wealthspire Advisors, LLC | 30,555 | $5.52M | 0.10% | +3,978+15.0% | Added |
| Foyston, Gordon, & Payne Inc | 30,403 | $5.49M | 1.52% | −646−2.1% | Reduced |
| Adams Asset Advisors, LLC | 30,355 | $5.48M | 0.74% | −280−0.9% | Reduced |
| Rossmore Private Capital | 30,307 | $5.48M | 0.88% | +168+0.6% | Added |
| Kidder Stephen W | 30,277 | $5.47M | 2.00% | +1,395+4.8% | Added |
| NewSquare Capital LLC | 30,267 | $5.47M | 0.68% | +1,511+5.3% | Added |
| Cyrus J. Lawrence, LLC | 30,225 | $5.46M | 1.63% | +28,130+1,342.7% | Added |
| SS&H Financial Advisors, Inc. | 30,199 | $5.46M | 2.60% | −5,000−14.2% | Reduced |
| AIA Group Ltd | 30,109 | $5.44M | 0.33% | +13,916+85.9% | Added |
| Lincoln National Corp | 30,042 | $5.43M | 0.12% | −822−2.7% | Reduced |
| Journey Advisory Group, LLC | 29,936 | $5.41M | 1.35% | +960+3.3% | Added |
| King Wealth | 29,928 | $5.41M | 1.29% | +482+1.6% | Added |
| Stone Point Wealth LLC | 29,892 | $5.40M | 2.65% | +1,180+4.1% | Added |
| Girard Partners Ltd. | 29,828 | $5.39M | 0.61% | +1,733+6.2% | Added |
| WESPAC Advisors SoCal, LLC | 29,813 | $5.39M | 2.00% | +398+1.4% | Added |
| Fundamentun, LLC | 29,804 | $5.38M | 0.96% | −1,389−4.5% | Reduced |
| Exencial Wealth Advisors, LLC | 29,787 | $5.38M | 0.29% | +1,194+4.2% | Added |
| Investment Management of Virginia LLC | 29,640 | $5.35M | 1.05% | −57−0.2% | Reduced |
| WMS Partners, LLC | 29,575 | $5.34M | 0.53% | −304−1.0% | Reduced |
| DuPont Capital Management Corp | 29,517 | $5.33M | 0.25% | +2,524+9.4% | Added |
| Gotham Asset Management, LLC | 29,420 | $5.32M | 0.15% | −16,017−35.3% | Reduced |
| Northwest Investment Counselors, LLC | 29,369 | $5.31M | 1.53% | +692+2.4% | Added |
| L & S Advisors Inc | 29,356 | $5.30M | 0.98% | −9,878−25.2% | Reduced |
| Cardinal Capital Management | 29,258 | $5.29M | 1.13% | −284−1.0% | Reduced |
| Hall Capital Management Co Inc | 29,194 | $5.27M | 3.17% | −90−0.3% | Reduced |
| American Trust | 29,178 | $5.27M | 0.49% | +362+1.3% | Added |
| Capital Analysts, LLC | 29,144 | $5.26M | 0.32% | +156+0.5% | Added |
| Fruth Investment Management | 29,135 | $5.26M | 1.54% | −255−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,031 | $5.26M | 0.07% | +27,028+675.2% | Added |
| Quilter Plc | 29,072 | $5.25M | 0.17% | −250−0.9% | Reduced |
| Cornerstone Wealth Group, LLC | 29,063 | $5.25M | 0.99% | +277+1.0% | Added |
| Sound View Wealth Advisors Group, LLC | 30,883 | $5.25M | 0.58% | +3,097+11.1% | Added |
| KMG Fiduciary Partners, LLC | 29,033 | $5.25M | 0.86% | −612−2.1% | Reduced |
| Opus Investment Management Inc | 29,000 | $5.24M | 1.87% | −11,000−27.5% | Reduced |
| BLB&B Advisors, LLC | 28,926 | $5.23M | 0.40% | −2,531−8.0% | Reduced |
| AMG National Trust Bank | 28,917 | $5.22M | 0.19% | −5,665−16.4% | Reduced |
| First Hawaiian Bank | 28,859 | $5.21M | 0.19% | +1,399+5.1% | Added |