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 |
|---|---|---|---|---|---|
| Seeyond | 28,805 | $5.20M | 0.50% | +10,616+58.4% | Added |
| Boston Research & Management Inc | 28,746 | $5.19M | 1.61% | +50.0% | Added |
| Advisors Capital Management, LLC | 28,727 | $5.19M | 0.14% | −287−1.0% | Reduced |
| Principle Wealth Partners LLC | 28,704 | $5.19M | 0.59% | −224−0.8% | Reduced |
| Long Road Investment Counsel, LLC | 28,580 | $5.16M | 2.57% | −820−2.8% | Reduced |
| Signaturefd, LLC | 28,560 | $5.16M | 0.15% | +1,160+4.2% | Added |
| NewEdge Wealth, LLC | 28,558 | $5.16M | 0.22% | +1,145+4.2% | Added |
| Axxcess Wealth Management, LLC | 28,551 | $5.16M | 0.43% | +5,458+23.6% | Added |
| Dana Investment Advisors, Inc. | 28,418 | $5.13M | 0.27% | +337+1.2% | Added |
| Bank Ozk | 28,386 | $5.13M | 2.54% | −567−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 28,325 | $5.12M | 0.14% | +2,094+8.0% | Added |
| Pegasus Asset Management, Inc. | 28,262 | $5.11M | 2.76% | −76−0.3% | Reduced |
| Elk River Wealth Management, LLC | 27,952 | $5.08M | 1.23% | +1,090+4.1% | Added |
| Foster Victor Wealth Advisors, LLC | 27,990 | $5.07M | 0.65% | +1,107+4.1% | Added |
| Daymark Wealth Partners, LLC | 28,041 | $5.07M | 0.90% | +28,041 | New |
| Mechanics Bank Trust Department | 28,000 | $5.06M | 0.87% | −174−0.6% | Reduced |
| Connolly Sarah T. | 27,894 | $5.04M | 3.43% | −40−0.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 27,652 | $5.03M | 1.38% | +110+0.4% | Added |
| Grimes & Company, Inc. | 27,749 | $5.01M | 0.21% | −39−0.1% | Reduced |
| First PREMIER Bank | 27,716 | $5.01M | 1.52% | −540−1.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27,669 | $5.00M | 0.50% | +2,262+8.9% | Added |
| BancorpSouth Bank | 27,581 | $4.98M | 0.46% | −285−1.0% | Reduced |
| Beaton Management Co. Inc. | 27,555 | $4.98M | 3.34% | −17−0.1% | Reduced |
| Hallmark Capital Management Inc | 27,494 | $4.97M | 0.46% | −642−2.3% | Reduced |
| Spears Abacus Advisors LLC | 27,479 | $4.96M | 0.47% | +1,100+4.2% | Added |
| Geneos Wealth Management Inc. | 27,334 | $4.94M | 0.30% | +1,055+4.0% | Added |
| TRUE Private Wealth Advisors | 27,296 | $4.93M | 0.76% | +548+2.0% | Added |
| RB Capital Management, LLC | 27,292 | $4.93M | 1.80% | +669+2.5% | Added |
| Bell Asset Management Ltd | 27,282 | $4.93M | 0.92% | −252−0.9% | Reduced |
| Baugh & Associates, LLC | 27,269 | $4.93M | 3.19% | −55−0.2% | Reduced |
| Hotaling Investment Management, LLC | 27,184 | $4.91M | 2.22% | −26−0.1% | Reduced |
| Providence Capital Advisors, LLC | 26,966 | $4.90M | 1.32% | +700+2.7% | Added |
| Alpine Woods Capital Investors, LLC | 27,101 | $4.90M | 0.71% | −1,802−6.2% | Reduced |
| Koshinski Asset Management, Inc. | 27,080 | $4.89M | 0.47% | −2,577−8.7% | Reduced |
| Exchange Capital Management, Inc. | 27,025 | $4.88M | 1.07% | −585−2.1% | Reduced |
| Marietta Investment Partners LLC | 26,995 | $4.88M | 1.38% | +250+0.9% | Added |
| Shorepoint Capital Partners LLC | 26,977 | $4.87M | 1.35% | −888−3.2% | Reduced |
| LMCG Investments, LLC | 26,977 | $4.87M | 0.34% | −741−2.7% | Reduced |
| Advanced Asset Management Advisors Inc | 26,968 | $4.87M | 1.22% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 26,946 | $4.87M | 0.36% | −216−0.8% | Reduced |
| RMB Capital Management, LLC | 26,940 | $4.87M | 0.17% | +9,166+51.6% | Added |
| Hixon Zuercher, LLC | 26,934 | $4.87M | 3.00% | +204+0.8% | Added |
| Valicenti Advisory Services Inc | 26,868 | $4.85M | 1.77% | −1,585−5.6% | Reduced |
| Westhampton Capital, LLC | 26,839 | $4.85M | 3.28% | +35+0.1% | Added |
| Twin Capital Management Inc | 26,833 | $4.85M | 0.63% | +244+0.9% | Added |
| Arrow Financial Corp | 26,664 | $4.82M | 0.65% | −184−0.7% | Reduced |
| Pettee Investors, Inc. | 26,643 | $4.81M | 2.36% | +325+1.2% | Added |
| Shufro Rose & Co LLC | 26,579 | $4.80M | 0.41% | +677+2.6% | Added |
| Peterson Wealth Management | 26,571 | $4.80M | 4.89% | −841−3.1% | Reduced |
| Symmetry Partners, LLC | 26,552 | $4.80M | 0.28% | +7,858+42.0% | Added |
| Rodgers Brothers Inc. | 26,466 | $4.78M | 0.96% | −3,631−12.1% | Reduced |
| LVM Capital Management Ltd | 26,413 | $4.77M | 0.69% | +345+1.3% | Added |
| J. W. Coons Advisors, LLC | 26,386 | $4.77M | 1.42% | +2,780+11.8% | Added |
| Paradigm Financial Partners, LLC | 26,299 | $4.76M | 1.39% | +341+1.3% | Added |
| Cullinan Associates Inc | 26,354 | $4.76M | 0.26% | +4,008+17.9% | Added |
| RBA Wealth Management, LLC | 26,352 | $4.76M | 2.50% | +247+0.9% | Added |
| Crestwood Advisors Group LLC | 26,310 | $4.75M | 0.16% | −60.0% | Reduced |
| Essex Financial Services, Inc. | 26,286 | $4.75M | 0.52% | −1,957−6.9% | Reduced |
| Harbour Capital Advisors, LLC | 26,385 | $4.73M | 1.59% | −878−3.2% | Reduced |
| Gladstone Institutional Advisory LLC | 26,193 | $4.73M | 0.33% | −1,229−4.5% | Reduced |
| Brick & Kyle, Associates | 26,149 | $4.72M | 2.75% | −109−0.4% | Reduced |
| Grace & White Inc | 26,089 | $4.71M | 0.93% | −560−2.1% | Reduced |
| Institutional & Family Asset Management, LLC | 25,891 | $4.68M | 0.78% | +241+0.9% | Added |
| Compass Wealth Management LLC | 25,887 | $4.68M | 1.53% | +25,887 | New |
| Curi Capital | 25,789 | $4.66M | 0.65% | +101+0.4% | Added |
| Ci Investments Inc. | 25,784 | $4.66M | 0.02% | −3,660−12.4% | Reduced |
| Domani Wealth, LLC | 25,769 | $4.66M | 1.16% | +51+0.2% | Added |
| Curbstone Financial Management Corp | 25,674 | $4.64M | 1.16% | −788−3.0% | Reduced |
| Confluence Wealth Services, Inc. | 25,624 | $4.63M | 1.20% | +2,110+9.0% | Added |
| North Star Asset Management Inc | 25,599 | $4.62M | 0.29% | +497+2.0% | Added |
| RNC Capital Management LLC | 25,581 | $4.62M | 0.26% | −1,375−5.1% | Reduced |
| Financial & Tax Architects, LLC | 27,200 | $4.62M | 1.58% | −1,823−6.3% | Reduced |
| Security National Bank | 25,492 | $4.61M | 1.24% | +346+1.4% | Added |
| Edgewood Management LLC | 25,481 | $4.60M | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 25,420 | $4.59M | 1.36% | −366−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 25,391 | $4.59M | 0.31% | +4,132+19.4% | Added |
| Guardian Capital LP | 25,357 | $4.58M | 0.15% | −200−0.8% | Reduced |
| Coastline Trust Co | 25,293 | $4.57M | 0.68% | +824+3.4% | Added |
| Equitable Trust Co | 25,196 | $4.55M | 0.36% | +1,034+4.3% | Added |
| Sowell Financial Services LLC | 25,030 | $4.55M | 0.29% | +5,519+28.3% | Added |
| Lyell Wealth Management, LP | 25,160 | $4.55M | 0.72% | +27+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 25,197 | $4.54M | 0.44% | +445+1.8% | Added |
| American Money Management, LLC | 24,960 | $4.51M | 1.29% | +342+1.4% | Added |
| Kesler, Norman & Wride, LLC | 24,885 | $4.50M | 1.16% | −1,644−6.2% | Reduced |
| Diamant Asset Management, Inc. | 24,865 | $4.49M | 4.03% | −65−0.3% | Reduced |
| Searle & Co. | 24,850 | $4.49M | 1.53% | 00.0% | Unchanged |
| Country Club Bank | 24,797 | $4.48M | 0.39% | +3,169+14.7% | Added |
| Middleton & Co Inc | 24,795 | $4.48M | 0.66% | −2,592−9.5% | Reduced |
| Meeder Advisory Services, Inc. | 24,779 | $4.48M | 0.57% | +24,779 | New |
| Essex LLC | 24,774 | $4.48M | 1.35% | −209−0.8% | Reduced |
| Laurel Wealth Advisors LLC | 24,748 | $4.47M | 1.03% | −494−2.0% | Reduced |
| Vident Investment Advisory, LLC | 24,731 | $4.47M | 0.17% | +8,245+50.0% | Added |
| CFM Wealth Partners LLC | 24,725 | $4.47M | 1.34% | −320−1.3% | Reduced |
| Columbia Asset Management | 24,702 | $4.46M | 1.10% | −1,611−6.1% | Reduced |
| Asset Dedication, LLC | 24,610 | $4.45M | 0.45% | +1,719+7.5% | Added |
| BOK Financial Private Wealth, Inc. | 24,444 | $4.44M | 0.37% | −644−2.6% | Reduced |
| Exeter Financial, LLC | 24,597 | $4.44M | 2.31% | +81+0.3% | Added |
| Kistler-Tiffany Companies, LLC | 24,575 | $4.44M | 0.91% | −29−0.1% | Reduced |
| Azzad Asset Management Inc | 24,543 | $4.43M | 0.70% | −25,171−50.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 24,535 | $4.43M | 0.33% | −724−2.9% | Reduced |