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 |
|---|---|---|---|---|---|
| Peninsula Asset Management Inc | 24,507 | $4.43M | 2.72% | −1,195−4.6% | Reduced |
| Chatham Capital Group, Inc. | 24,372 | $4.40M | 1.03% | −525−2.1% | Reduced |
| Clear Street Markets LLC | 24,200 | $4.37M | 0.89% | +17,731+274.1% | Added |
| Pictet North America Advisors SA | 24,178 | $4.37M | 0.75% | −1,460−5.7% | Reduced |
| Level Four Advisory Services, LLC | 24,143 | $4.36M | 0.32% | +14,372+147.1% | Added |
| Plancorp, LLC | 24,119 | $4.36M | 0.26% | −38−0.2% | Reduced |
| Pegasus Partners Ltd. | 24,114 | $4.36M | 0.72% | −290−1.2% | Reduced |
| Spring Capital Management, LLC | 24,087 | $4.35M | 3.76% | −416−1.7% | Reduced |
| Capital Insight Partners, LLC | 24,039 | $4.34M | 1.13% | +355+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 24,032 | $4.34M | 1.24% | +90+0.4% | Added |
| Transcend Wealth Collective, LLC | 23,871 | $4.31M | 0.47% | −2,011−7.8% | Reduced |
| Naples Global Advisors, LLC | 23,685 | $4.31M | 0.55% | −844−3.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 23,826 | $4.30M | 0.79% | +4,009+20.2% | Added |
| Benson Investment Management Company, Inc. | 23,825 | $4.30M | 2.54% | −75−0.3% | Reduced |
| Bank of New Hampshire | 23,808 | $4.30M | 1.30% | −544−2.2% | Reduced |
| Addison Capital Co | 23,786 | $4.30M | 2.74% | −89−0.4% | Reduced |
| Hayek Kallen Investment Management | 23,771 | $4.29M | 1.98% | −647−2.6% | Reduced |
| Mission Wealth Management, LP | 23,700 | $4.28M | 0.21% | +1,547+7.0% | Added |
| PFG Advisors | 23,675 | $4.28M | 0.42% | +1,118+5.0% | Added |
| Avidian Wealth Solutions, LLC | 23,568 | $4.26M | 0.28% | −1,070−4.3% | Reduced |
| Smithbridge Asset Management Inc | 23,521 | $4.25M | 1.13% | +2,771+13.4% | Added |
| Hodges Capital Management Inc. | 23,484 | $4.24M | 0.37% | +6,285+36.5% | Added |
| IFP Advisors, Inc | 44,870 | $4.24M | 0.13% | −12,614−21.9% | Reduced |
| Proequities, Inc. | 23,310 | $4.24M | 0.34% | −1,593−6.4% | Reduced |
| Lake Street Advisors Group, LLC | 23,430 | $4.23M | 0.28% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 23,375 | $4.22M | 1.94% | −340−1.4% | Reduced |
| Union Heritage Capital, LLC | 23,095 | $4.20M | 2.56% | 00.0% | Unchanged |
| Broderick Brian C | 23,215 | $4.19M | 1.24% | −50−0.2% | Reduced |
| NovaPoint Capital, LLC | 23,152 | $4.18M | 1.83% | +34+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 23,149 | $4.18M | 0.33% | +2,303+11.0% | Added |
| Sumitomo Life Insurance Co | 23,151 | $4.18M | 0.31% | −236−1.0% | Reduced |
| Beach Investment Counsel Inc | 23,145 | $4.18M | 0.52% | −1,325−5.4% | Reduced |
| Coastal Bridge Advisors, LLC | 23,041 | $4.16M | 1.18% | +125+0.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,022 | $4.16M | 1.04% | −331−1.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 23,015 | $4.16M | 2.88% | +638+2.9% | Added |
| Northeast Financial Consultants Inc | 22,943 | $4.14M | 0.28% | −781−3.3% | Reduced |
| JB Capital LLC | 22,931 | $4.14M | 0.41% | +1,367+6.3% | Added |
| Ledyard National Bank | 22,922 | $4.14M | 0.49% | −725−3.1% | Reduced |
| United Capital Management of KS, Inc. | 22,897 | $4.14M | 1.71% | +796+3.6% | Added |
| M Holdings Securities, Inc. | 22,761 | $4.11M | 0.43% | +114+0.5% | Added |
| Burney Co | 22,768 | $4.11M | 0.21% | −2,494−9.9% | Reduced |
| Beck Mack & Oliver LLC | 22,732 | $4.11M | 0.12% | −106−0.5% | Reduced |
| Atlas Brown,Inc. | 22,706 | $4.10M | 2.02% | −2,176−8.7% | Reduced |
| Jump Financial, LLC | 22,700 | $4.10M | 0.22% | +11,847+109.2% | Added |
| Builder Investment Group Inc | 22,568 | $4.08M | 1.94% | +22,568 | New |
| Harbor Investment Advisory, LLC | 22,521 | $4.07M | 0.64% | −197−0.9% | Reduced |
| Brighton Jones LLC | 22,506 | $4.07M | 0.24% | +4,151+22.6% | Added |
| Anchor Investment Management, LLC | 22,480 | $4.06M | 0.58% | +1,183+5.6% | Added |
| Texas Yale Capital Corp. | 22,473 | $4.06M | 0.23% | +22+0.1% | Added |
| Mathes Company, Inc. | 22,391 | $4.04M | 2.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 22,381 | $4.04M | 0.26% | +90+0.4% | Added |
| Adirondack Trust Co | 22,372 | $4.04M | 2.09% | −59−0.3% | Reduced |
| Bill Few Associates, Inc. | 22,360 | $4.04M | 2.39% | +482+2.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,340 | $4.04M | 2.77% | +214+1.0% | Added |
| Bangor Savings Bank | 22,309 | $4.03M | 0.48% | −3,736−14.3% | Reduced |
| Jag Capital Management, LLC | 22,277 | $4.02M | 0.58% | +1,042+4.9% | Added |
| Martin Capital Partners, LLC | 22,211 | $4.01M | 1.66% | −53−0.2% | Reduced |
| Donaldson Capital Management, LLC | 22,203 | $4.01M | 0.20% | −573−2.5% | Reduced |
| Delta Capital Management LLC | 22,165 | $4.00M | 2.92% | −20−0.1% | Reduced |
| Inscription Capital, LLC | 22,139 | $4.00M | 1.37% | −10.0% | Reduced |
| ARGI Investment Services, LLC | 22,100 | $3.99M | 0.13% | +2,758+14.3% | Added |
| Heirloom Wealth Management | 22,053 | $3.98M | 2.48% | +22,053 | New |
| Bessemer Securities LLC | 22,037 | $3.98M | 1.78% | −4,900−18.2% | Reduced |
| Peloton Wealth Strategists | 22,012 | $3.98M | 1.91% | −450−2.0% | Reduced |
| Riverbridge Partners LLC | 21,959 | $3.97M | 0.06% | −969−4.2% | Reduced |
| Verition Fund Management LLC | 21,933 | $3.96M | 0.08% | +4,746+27.6% | Added |
| Notis-McConarty Edward | 21,922 | $3.96M | 1.65% | −166−0.8% | Reduced |
| Ziegler Capital Management, LLC | 21,913 | $3.96M | 0.17% | +18,432+529.5% | Added |
| Legacy Advisors, LLC | 21,754 | $3.95M | 0.72% | +5,440+33.3% | Added |
| Mark Stevens | 21,729 | $3.92M | 0.51% | −1,862−7.9% | Reduced |
| Harbour Investments, Inc. | 21,723 | $3.92M | 0.24% | +2,525+13.2% | Added |
| Baker Tilly Wealth Management, LLC | 21,624 | $3.91M | 0.48% | +973+4.7% | Added |
| Financial Advisory Partners, LLC | 21,623 | $3.91M | 1.61% | −1,812−7.7% | Reduced |
| Shoker Investment Counsel, Inc. | 21,594 | $3.90M | 1.75% | −149−0.7% | Reduced |
| Teamwork Financial Advisors, LLC | 21,558 | $3.89M | 0.79% | +19,509+952.1% | Added |
| Boit C F David | 21,500 | $3.88M | 2.77% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 21,472 | $3.88M | 2.51% | −195−0.9% | Reduced |
| Evergreen Capital Management LLC | 21,226 | $3.85M | 0.18% | −2,003−8.6% | Reduced |
| Crescent Sterling, Ltd. | 21,280 | $3.84M | 4.12% | +21,280 | New |
| Stratos Wealth Advisors, LLC | 21,269 | $3.84M | 0.32% | +4,628+27.8% | Added |
| Shakespeare Wealth Management, Inc. | 21,250 | $3.84M | 1.41% | −100.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 21,244 | $3.84M | 2.80% | +12+0.1% | Added |
| Bristlecone Advisors, LLC | 21,195 | $3.83M | 0.47% | −119−0.6% | Reduced |
| Watchman Group, Inc. | 21,191 | $3.83M | 2.11% | +140+0.7% | Added |
| Smith Shellnut Wilson LLC | 21,184 | $3.83M | 2.36% | −100.0% | Reduced |
| Fairhaven Wealth Management, LLC | 21,119 | $3.82M | 1.62% | +787+3.9% | Added |
| Capital Asset Advisory Services LLC | 20,860 | $3.81M | 0.30% | +378+1.8% | Added |
| Aull & Monroe Investment Management Corp | 21,067 | $3.81M | 1.89% | −320−1.5% | Reduced |
| Tiedemann Advisors, LLC | 20,898 | $3.80M | 0.18% | −33−0.2% | Reduced |
| Heritage Trust Co | 20,920 | $3.78M | 0.62% | +849+4.2% | Added |
| Physicians Financial Services, Inc. | 20,897 | $3.77M | 1.70% | 00.0% | Unchanged |
| Somerset Trust Co | 20,883 | $3.77M | 1.58% | −182−0.9% | Reduced |
| Penserra Capital Management LLC | 20,830 | $3.76M | 0.08% | +20,830 | New |
| Tilia Fiduciary Partners, Inc. | 20,772 | $3.75M | 3.61% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 20,770 | $3.75M | 0.36% | +875+4.4% | Added |
| Leavell Investment Management, Inc. | 20,608 | $3.75M | 0.28% | −475−2.3% | Reduced |
| Verdence Capital Advisors LLC | 20,720 | $3.74M | 0.46% | −264−1.3% | Reduced |
| BCM Advisors, LLC | 21,759 | $3.73M | 1.03% | 00.0% | Unchanged |
| Teza Capital Management LLC | 20,638 | $3.73M | 0.71% | +2,754+15.4% | Added |
| Investmark Advisory Group LLC | 20,565 | $3.72M | 2.75% | +712+3.6% | Added |