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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 45,978 | $7.86M | 0.22% | +1,135+2.5% | Added |
| Moreno Evelyn V | 43,474 | $7.85M | 1.82% | +25,085+136.4% | Added |
| Great Valley Advisor Group, Inc. | 43,253 | $7.81M | 0.40% | +594+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 43,181 | $7.80M | 0.20% | −8,078−15.8% | Reduced |
| Roundview Capital LLC | 42,936 | $7.76M | 0.89% | +612+1.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 42,818 | $7.74M | 2.54% | −1,934−4.3% | Reduced |
| Kestra Private Wealth Services, LLC | 42,809 | $7.73M | 0.39% | +3,602+9.2% | Added |
| Palisade Capital Management LLC | 42,707 | $7.72M | 0.21% | −329−0.8% | Reduced |
| Lindbrook Capital, LLC | 42,563 | $7.69M | 0.95% | +29,163+217.6% | Added |
| Toroso Investments, LLC | 42,426 | $7.67M | 0.29% | +515+1.2% | Added |
| Baker Ellis Asset Management LLC | 42,413 | $7.66M | 1.48% | +45+0.1% | Added |
| Westfield Capital Management Co LP | 42,025 | $7.59M | 0.06% | +1,693+4.2% | Added |
| Icon Wealth Advisors, LLC | 42,014 | $7.59M | 0.87% | +2,118+5.3% | Added |
| Ar Asset Management Inc | 42,009 | $7.59M | 2.16% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 41,871 | $7.56M | 0.27% | +5,306+14.5% | Added |
| Community Bank & Trust, Waco, Texas | 41,835 | $7.56M | 2.46% | −107−0.3% | Reduced |
| Stokes Family Office, LLC | 41,835 | $7.56M | 0.97% | −495−1.2% | Reduced |
| Hancock Whitney Corp | 41,832 | $7.56M | 0.29% | +290+0.7% | Added |
| Davy Global Fund Management Ltd | 41,703 | $7.53M | 1.54% | −1,407−3.3% | Reduced |
| Van Strum & Towne Inc. | 41,378 | $7.48M | 3.22% | −292−0.7% | Reduced |
| Howland Capital Management LLC | 41,059 | $7.47M | 0.46% | −226−0.5% | Reduced |
| Keeler Thomas Management LLC | 41,084 | $7.42M | 3.74% | −213−0.5% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $7.41M | 0.09% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 40,930 | $7.39M | 0.78% | −1,595−3.8% | Reduced |
| Pacific Global Investment Management CO | 40,834 | $7.38M | 1.63% | −289−0.7% | Reduced |
| Artemis Investment Management LLP | 40,600 | $7.37M | 0.08% | +25,636+171.3% | Added |
| Meridian Wealth Management, LLC | 40,757 | $7.36M | 0.72% | +3,000+7.9% | Added |
| Essex Investment Management Co LLC | 40,484 | $7.31M | 1.14% | −831−2.0% | Reduced |
| River Wealth Advisors LLC | 40,452 | $7.31M | 1.41% | +506+1.3% | Added |
| South Dakota Investment Council | 40,368 | $7.29M | 0.16% | −9,920−19.7% | Reduced |
| Avantax Planning Partners, Inc. | 40,330 | $7.29M | 0.29% | +549+1.4% | Added |
| Trustmark National Bank Trust Department | 40,318 | $7.28M | 0.67% | −1,201−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 40,159 | $7.26M | 0.21% | +10,870+37.1% | Added |
| SeaCrest Wealth Management, LLC | 40,033 | $7.23M | 1.04% | −226−0.6% | Reduced |
| Pictet Bank & Trust Ltd | 40,033 | $7.23M | 8.46% | +2,674+7.2% | Added |
| Boston Financial Mangement LLC | 39,966 | $7.22M | 0.29% | +1,851+4.9% | Added |
| NTV Asset Management LLC | 39,837 | $7.20M | 1.41% | −555−1.4% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $7.19M | 0.83% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 39,742 | $7.18M | 0.15% | +2,505+6.7% | Added |
| Verity & Verity, LLC | 39,681 | $7.17M | 0.94% | +9,735+32.5% | Added |
| Exchange Traded Concepts, LLC | 39,625 | $7.16M | 0.21% | −30,836−43.8% | Reduced |
| Motco | 39,486 | $7.13M | 0.53% | −1,886−4.6% | Reduced |
| Hills Bank & Trust Co | 39,455 | $7.13M | 1.05% | +25+0.1% | Added |
| Venture Visionary Partners LLC | 39,223 | $7.09M | 0.51% | +1,720+4.6% | Added |
| Citizens National Bank Trust Department | 39,196 | $7.08M | 2.00% | −2,331−5.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 39,108 | $7.07M | 0.14% | −3,618−8.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 39,088 | $7.06M | 0.04% | +7,300+23.0% | Added |
| Schnieders Capital Management LLC | 39,059 | $7.06M | 1.62% | −280−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 39,049 | $7.05M | 0.60% | +1,827+4.9% | Added |
| Destination Wealth Management | 38,935 | $7.03M | 0.28% | −921−2.3% | Reduced |
| Buckingham Capital Management, Inc. | 38,898 | $7.03M | 1.22% | +766+2.0% | Added |
| Private Wealth Partners, LLC | 38,811 | $7.01M | 0.80% | +869+2.3% | Added |
| Spinnaker Trust | 38,763 | $7.00M | 0.55% | −3,470−8.2% | Reduced |
| JGP Wealth Management, LLC | 38,699 | $6.99M | 1.28% | +652+1.7% | Added |
| Metis Global Partners, LLC | 38,501 | $6.96M | 0.62% | +18,097+88.7% | Added |
| Tufton Capital Management | 38,488 | $6.95M | 1.53% | −210−0.5% | Reduced |
| SevenBridge Financial Group, LLC | 38,267 | $6.91M | 2.02% | +191+0.5% | Added |
| Lountzis Asset Management, LLC | 40,074 | $6.88M | 4.13% | −642−1.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 38,014 | $6.87M | 1.65% | +1,679+4.6% | Added |
| LMG Wealth Partners, LLC | 38,960 | $6.86M | 2.27% | +38,960 | New |
| New Hampshire Trust | 37,892 | $6.85M | 1.81% | +37,892 | New |
| Fred Alger Management, LLC | 37,786 | $6.83M | 0.04% | +1,431+3.9% | Added |
| Ropes Wealth Advisors LLC | 37,598 | $6.79M | 1.22% | +368+1.0% | Added |
| Full Sail Capital, LLC | 37,501 | $6.77M | 0.64% | +28,322+308.6% | Added |
| Lafayette Investments, Inc. | 37,131 | $6.71M | 1.89% | −183−0.5% | Reduced |
| Moran Wealth Management, LLC | 36,647 | $6.62M | 0.25% | +36,647 | New |
| Geneva Partners, LLC | 36,529 | $6.60M | 6.23% | +4,192+13.0% | Added |
| Balentine LLC | 36,515 | $6.60M | 0.23% | +4,255+13.2% | Added |
| Albion Financial Group | 36,513 | $6.60M | 0.64% | −122−0.3% | Reduced |
| Empirical Finance, LLC | 36,481 | $6.59M | 0.68% | +2,797+8.3% | Added |
| Somerville Kurt F | 36,445 | $6.58M | 1.28% | −70−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 36,319 | $6.56M | 2.56% | −131−0.4% | Reduced |
| Hennessy Advisors Inc | 36,300 | $6.56M | 0.43% | −600−1.6% | Reduced |
| Cambridge Trust Co | 36,186 | $6.54M | 0.29% | +1,481+4.3% | Added |
| Commonwealth Retirement Investments LLC | 36,181 | $6.54M | 3.96% | +36,181 | New |
| Marietta Wealth Management, LLC | 36,160 | $6.53M | 1.48% | −548−1.5% | Reduced |
| Bernzott Capital Advisors | 36,124 | $6.53M | 0.84% | −789−2.1% | Reduced |
| Fiduciary Alliance LLC | 35,902 | $6.49M | 1.68% | +35,902 | New |
| Perkins Coie Trust Co | 35,826 | $6.47M | 2.07% | +164+0.5% | Added |
| Mattern Capital Management, LLC | 35,799 | $6.47M | 1.20% | −999−2.7% | Reduced |
| Belpointe Asset Management LLC | 35,591 | $6.43M | 0.39% | +6,116+20.7% | Added |
| Raab & Moskowitz Asset Management LLC | 35,448 | $6.40M | 2.43% | +2,103+6.3% | Added |
| Dorchester Wealth Management Co | 35,420 | $6.40M | 1.52% | −1,835−4.9% | Reduced |
| Stokes Capital Advisors, LLC | 35,319 | $6.38M | 2.20% | +2,539+7.7% | Added |
| Chicago Trust Co NA | 35,290 | $6.38M | 1.59% | −606−1.7% | Reduced |
| Pavion Blue Capital, LLC | 35,138 | $6.35M | 4.05% | −269−0.8% | Reduced |
| Cypress Capital Group | 35,130 | $6.35M | 0.96% | −846−2.4% | Reduced |
| Brady Family Wealth, LLC | 35,038 | $6.33M | 2.61% | +35,038 | New |
| Investment House LLC | 35,026 | $6.33M | 0.59% | +90+0.3% | Added |
| Whitener Capital Management, Inc. | 34,996 | $6.32M | 2.76% | −535−1.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $6.32M | 2.06% | −150.0% | Reduced |
| Lavaca Capital LLC | 34,781 | $6.32M | 2.50% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 34,871 | $6.30M | 3.61% | +117+0.3% | Added |
| Principal Street Partners, LLC | 34,814 | $6.29M | 1.59% | +59+0.2% | Added |
| Contravisory Investment Management, Inc. | 34,763 | $6.28M | 1.74% | +34,763 | New |
| Brookstone Capital Management | 34,619 | $6.27M | 0.13% | +6,676+23.9% | Added |
| Northwest & Ethical Investments L.P. | 34,687 | $6.27M | 0.22% | +784+2.3% | Added |
| Parallax Volatility Advisers, L.P. | 34,678 | $6.26M | 0.16% | +34,498+19,165.6% | Added |
| Penobscot Investment Management Company, Inc. | 34,617 | $6.25M | 1.10% | +1,194+3.6% | Added |
| Jackson Hole Capital Partners, LLC | 34,607 | $6.25M | 1.87% | +10.0% | Added |