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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 145,047 | $13.8M | 0.37% | +20,273+16.2% | Added |
| West Coast Financial LLC | 76,388 | $13.8M | 2.34% | +1,953+2.6% | Added |
| Cetera Advisors LLC | 76,001 | $13.7M | 0.25% | +10,013+15.2% | Added |
| Group One Trading, L.P. | 75,826 | $13.7M | 0.46% | +65,823+658.0% | Added |
| Wallington Asset Management, LLC | 75,763 | $13.7M | 2.96% | +2,183+3.0% | Added |
| Saratoga Research & Investment Management | 75,580 | $13.7M | 0.68% | −1,545−2.0% | Reduced |
| Janney Capital Management LLC | 75,517 | $13.6M | 0.97% | +3,335+4.6% | Added |
| Capital Group Private Client Services, Inc. | 75,390 | $13.6M | 0.17% | +130+0.2% | Added |
| Sandler Capital Management | 75,065 | $13.6M | 2.07% | −64,331−46.1% | Reduced |
| SlateStone Wealth, LLC | 74,996 | $13.5M | 3.27% | +3,510+4.9% | Added |
| Pathstone Family Office, LLC | 94,275 | $13.5M | 0.27% | +25,648+37.4% | Added |
| Profund Advisors LLC | 74,224 | $13.4M | 0.87% | −3,515−4.5% | Reduced |
| Ingalls & Snyder LLC | 73,999 | $13.4M | 0.73% | −13,125−15.1% | Reduced |
| Cantor Fitzgerald, L. P. | 73,951 | $13.4M | 0.29% | +63,831+630.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 73,780 | $13.3M | 3.00% | +934+1.3% | Added |
| Cassaday & Co Wealth Management LLC | 73,677 | $13.3M | 0.61% | +73,677 | New |
| Dakota Wealth Management | 73,464 | $13.3M | 0.95% | +13,293+22.1% | Added |
| Advisor Partners II, LLC | 72,785 | $13.1M | 0.82% | +4,619+6.8% | Added |
| Bard Financial Services, Inc. | 72,414 | $13.1M | 1.11% | +60+0.1% | Added |
| Davidson Investment Advisors | 72,407 | $13.1M | 1.02% | +928+1.3% | Added |
| Sky Investment Group LLC | 72,376 | $13.1M | 3.09% | −1,224−1.7% | Reduced |
| Congress Wealth Management LLC | 71,422 | $12.9M | 0.33% | +2,524+3.7% | Added |
| Carret Asset Management, LLC | 71,201 | $12.9M | 1.78% | +30.0% | Added |
| Stratos Wealth Partners, LTD. | 71,003 | $12.8M | 0.32% | +3,435+5.1% | Added |
| Adviser Investments LLC | 71,866 | $12.8M | 0.32% | +2,684+3.9% | Added |
| First Long Island Investors, LLC | 70,341 | $12.7M | 1.33% | −137−0.2% | Reduced |
| Lighthouse Investment Partners, LLC | 70,000 | $12.6M | 2.33% | +70,000 | New |
| Enterprise Financial Services Corp | 69,995 | $12.6M | 8.73% | −378−0.5% | Reduced |
| Everence Capital Management Inc | 69,989 | $12.6M | 1.09% | +20,910+42.6% | Added |
| Cutler Investment Counsel LLC | 69,522 | $12.6M | 1.93% | −2,499−3.5% | Reduced |
| Charter Trust Co | 69,831 | $12.6M | 1.01% | −1,445−2.0% | Reduced |
| Linscomb & Williams, Inc. | 69,694 | $12.6M | 0.64% | +1,594+2.3% | Added |
| North Star Investment Management Corp. | 69,164 | $12.5M | 1.11% | +142+0.2% | Added |
| BTC Capital Management, Inc. | 69,130 | $12.5M | 1.50% | +2,740+4.1% | Added |
| Mondrian Investment Partners LTD | 69,037 | $12.5M | 0.28% | −29,528−30.0% | Reduced |
| Quest Investment Management LLC | 69,000 | $12.5M | 1.52% | +2,190+3.3% | Added |
| Shelter Mutual Insurance Co | 68,670 | $12.4M | 3.56% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 68,560 | $12.4M | 1.92% | +1,875+2.8% | Added |
| Ritholtz Wealth Management | 68,222 | $12.3M | 0.69% | +34,567+102.7% | Added |
| Ethic Inc. | 67,622 | $12.2M | 0.66% | +6,501+10.6% | Added |
| Kelly Lawrence W & Associates Inc | 67,394 | $12.2M | 3.47% | −5,192−7.2% | Reduced |
| SYSTM Wealth Solutions LLC | 66,666 | $12.0M | 1.50% | +66,666 | New |
| Bath Savings Trust Co | 66,566 | $12.0M | 1.55% | +333+0.5% | Added |
| Appleton Partners Inc | 66,535 | $12.0M | 1.14% | −618−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 66,238 | $12.0M | 0.22% | +184+0.3% | Added |
| Van Cleef Asset Management,Inc | 66,052 | $11.9M | 1.97% | +281+0.4% | Added |
| New Mexico Educational Retirement Board | 65,785 | $11.9M | 0.64% | −4,900−6.9% | Reduced |
| CCM Investment Advisers LLC | 65,300 | $11.8M | 1.87% | −2,446−3.6% | Reduced |
| First Horizon Advisors, Inc. | 64,858 | $11.7M | 0.43% | −1,496−2.3% | Reduced |
| Benin Management CORP | 64,647 | $11.7M | 4.73% | +830+1.3% | Added |
| Siemens Fonds Invest GmbH | 64,544 | $11.7M | 1.17% | −1,203−1.8% | Reduced |
| CIC Wealth, LLC | 64,497 | $11.7M | 4.81% | +64,497 | New |
| Wesleyan Assurance Society | 64,300 | $11.6M | 1.43% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 63,639 | $11.5M | 1.58% | +1,025+1.6% | Added |
| Ameritas Investment Partners, Inc. | 66,553 | $11.5M | 0.46% | −1,460−2.1% | Reduced |
| Churchill Management Corp | 63,272 | $11.4M | 0.28% | +6,056+10.6% | Added |
| Pioneer Trust Bank N A | 62,749 | $11.3M | 3.44% | +4,680+8.1% | Added |
| CWM, LLC | 62,709 | $11.3M | 0.08% | +16,979+37.1% | Added |
| McKinley Capital Management LLC /Delaware | 62,665 | $11.3M | 1.52% | −7,080−10.2% | Reduced |
| Sandy Spring Bank | 62,655 | $11.3M | 0.67% | −342−0.5% | Reduced |
| LS Investment Advisors, LLC | 62,280 | $11.3M | 2.19% | −2,217−3.4% | Reduced |
| Advisory Services Network, LLC | 62,068 | $11.2M | 0.34% | +1,638+2.7% | Added |
| Alley Investment Management Company, LLC | 61,896 | $11.2M | 1.92% | +715+1.2% | Added |
| Farmers Trust Co | 61,870 | $11.2M | 2.50% | −2,414−3.8% | Reduced |
| Culbertson A N & Co Inc | 61,768 | $11.2M | 2.35% | −59−0.1% | Reduced |
| Granite Investment Partners, LLC | 61,625 | $11.1M | 0.46% | −6,423−9.4% | Reduced |
| Abbrea Capital, LLC | 61,207 | $11.1M | 2.01% | +95+0.2% | Added |
| Longbow Finance SA | 61,498 | $11.1M | 1.50% | +61,498 | New |
| Pettyjohn, Wood & White, Inc | 61,387 | $11.1M | 2.76% | +415+0.7% | Added |
| Community Bank, N.A. | 61,241 | $11.1M | 1.54% | −541−0.9% | Reduced |
| Wilkins Investment Counsel Inc | 60,980 | $11.0M | 2.90% | −594−1.0% | Reduced |
| Canandaigua National Corp | 60,568 | $10.9M | 1.86% | +466+0.8% | Added |
| Schmidt P J Investment Management Inc | 60,510 | $10.9M | 2.48% | −632−1.0% | Reduced |
| Boston Family Office LLC | 60,458 | $10.9M | 0.91% | −996−1.6% | Reduced |
| Bright Rock Capital Management, LLC | 60,000 | $10.8M | 2.81% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 59,970 | $10.8M | 0.72% | +2,190+3.8% | Added |
| Andra AP-fonden | 59,900 | $10.8M | 0.33% | +4,800+8.7% | Added |
| FDx Advisors, Inc. | 59,716 | $10.8M | 0.47% | +4,436+8.0% | Added |
| Goelzer Investment Management, Inc. | 59,332 | $10.7M | 0.92% | +388+0.7% | Added |
| McCollum Christoferson Group LLC | 59,150 | $10.7M | 3.38% | −236−0.4% | Reduced |
| TownSquare Capital, LLC | 58,951 | $10.7M | 0.26% | +16,179+37.8% | Added |
| E. Ohman J:or Asset Management AB | 58,800 | $10.6M | 0.46% | −1,300−2.2% | Reduced |
| New Capital Management LP | 58,631 | $10.6M | 4.57% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 58,482 | $10.6M | 0.19% | +6,630+12.8% | Added |
| Venturi Wealth Management, LLC | 58,466 | $10.6M | 0.93% | −6,049−9.4% | Reduced |
| Harvest Volatility Management LLC | 58,120 | $10.5M | 2.12% | −15,093−20.6% | Reduced |
| Borer Denton & Associates, Inc. | 57,957 | $10.5M | 4.64% | +538+0.9% | Added |
| NBT Bank N A | 57,762 | $10.4M | 1.52% | −1,729−2.9% | Reduced |
| HBK Sorce Advisory LLC | 57,754 | $10.4M | 0.28% | +30,330+110.6% | Added |
| Neville Rodie & Shaw Inc | 57,740 | $10.4M | 0.98% | −1,236−2.1% | Reduced |
| WoodTrust Financial Corp | 57,593 | $10.4M | 2.15% | +236+0.4% | Added |
| Mastrapasqua Asset Management Inc | 57,430 | $10.4M | 1.37% | +832+1.5% | Added |
| Morningstar Investment Services LLC | 57,872 | $10.4M | 0.14% | −1,639−2.8% | Reduced |
| Cypress Asset Management Inc | 57,269 | $10.4M | 3.76% | −1,905−3.2% | Reduced |
| Community Trust & Investment Co | 57,289 | $10.3M | 0.94% | −3,753−6.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 57,213 | $10.3M | 2.69% | −375−0.7% | Reduced |
| Bogart Wealth, LLC | 57,176 | $10.3M | 0.72% | −3,260−5.4% | Reduced |
| Smithfield Trust Co | 57,054 | $10.3M | 0.69% | −599−1.0% | Reduced |
| Evoke Wealth, LLC | 56,787 | $10.3M | 0.37% | −83−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 57,052 | $10.3M | 1.16% | −1,814−3.1% | Reduced |