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, Q1 2023
Institutional positions in PepsiCo Inc as of Mar 31, 2023. 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
- 3,175
- +48 vs. Q4 2022
- Shares held
- 1.06B
- +60.5M (+6.0%) vs. Q4 2022
- Total value
- $183.0B
- +$2.11B (+1.2%) vs. Q4 2022
- New holders
- 152
- 1,362 more added
- Sold out
- 104
- 1,271 more reduced
70 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Value Partners, LLC | 7,664 | $1.40M | 0.79% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 7,704 | $1.40M | 0.74% | +25+0.3% | Added |
| Birch Capital Management, LLC | 7,722 | $1.41M | 0.91% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 7,723 | $1.41M | 1.09% | −40−0.5% | Reduced |
| Kennedy Investment Group | 7,735 | $1.41M | 0.86% | +335+4.5% | Added |
| Brasada Capital Management, LP | 7,738 | $1.41M | 0.31% | −333−4.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,755 | $1.41M | 0.11% | −2,923−27.4% | Reduced |
| Twelve Points Wealth Management LLC | 7,769 | $1.42M | 0.81% | +420+5.7% | Added |
| CWA Asset Management Group, LLC | 7,775 | $1.42M | 0.11% | +1,337+20.8% | Added |
| Fidelis Capital Partners, LLC | 7,310 | $1.42M | 0.60% | +3,098+73.6% | Added |
| Gratus Capital LLC | 7,815 | $1.42M | 0.11% | −689−8.1% | Reduced |
| Timber Creek Capital Management LLC | 7,825 | $1.43M | 0.51% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,866 | $1.43M | 0.20% | +1,832+30.4% | Added |
| Pinnacle Bancorp, Inc. | 7,909 | $1.44M | 0.53% | +23+0.3% | Added |
| Financial Strategies Group, Inc. | 7,910 | $1.44M | 0.56% | +1,009+14.6% | Added |
| Smith Anglin Financial, LLC | 7,911 | $1.44M | 0.21% | +31+0.4% | Added |
| PFG Investments, LLC | 7,961 | $1.45M | 0.30% | +7,961 | New |
| Thompson Siegel & Walmsley LLC | 7,965 | $1.45M | 0.02% | −2,006−20.1% | Reduced |
| Ausdal Financial Partners, Inc. | 7,967 | $1.45M | 0.20% | −93−1.2% | Reduced |
| Capital Investment Advisory Services, LLC | 7,973 | $1.45M | 0.17% | −673−7.8% | Reduced |
| Insight Advisors, LLC | 7,981 | $1.45M | 0.34% | −2,150−21.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 7,989 | $1.46M | 0.17% | −270−3.3% | Reduced |
| Alpha Family Trust | 7,995 | $1.46M | 1.15% | −1,065−11.8% | Reduced |
| First National Advisers, LLC | 7,998 | $1.46M | 1.65% | −6−0.1% | Reduced |
| Salomon & Ludwin, LLC | 8,008 | $1.46M | 0.17% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 7,986 | $1.46M | 0.63% | +105+1.3% | Added |
| Meitav Dash Investments Ltd | 8,182 | $1.47M | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 8,071 | $1.47M | 0.20% | +542+7.2% | Added |
| Monterey Private Wealth, Inc. | 8,092 | $1.48M | 0.76% | −460−5.4% | Reduced |
| Eudaimonia Partners, LLC | 8,118 | $1.48M | 0.36% | −4,708−36.7% | Reduced |
| Pacitti Group Inc. | 8,124 | $1.48M | 1.08% | +211+2.7% | Added |
| Knuff & Co LLC | 8,145 | $1.48M | 0.59% | +234+3.0% | Added |
| Visionary Wealth Advisors | 8,177 | $1.49M | 0.13% | −1,039−11.3% | Reduced |
| Signet Financial Management, LLC | 8,189 | $1.49M | 0.25% | +32+0.4% | Added |
| Northern Oak Wealth Management Inc | 8,197 | $1.49M | 0.18% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 8,198 | $1.49M | 0.54% | −80−1.0% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 8,198 | $1.49M | 0.93% | +1,044+14.6% | Added |
| Summit X, LLC | 8,241 | $1.50M | 0.39% | −599−6.8% | Reduced |
| CoreFirst Bank & Trust | 8,249 | $1.50M | 1.09% | −44−0.5% | Reduced |
| Great Lakes Retirement, Inc. | 8,272 | $1.51M | 0.28% | +507+6.5% | Added |
| Legacy Financial Advisors, Inc. | 8,285 | $1.51M | 0.31% | +11+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 8,323 | $1.51M | 1.24% | +306+3.8% | Added |
| Aberdeen Wealth Management LLC | 8,323 | $1.52M | 1.13% | −784−8.6% | Reduced |
| Buckingham Strategic Partners | 8,324 | $1.52M | 0.10% | −215−2.5% | Reduced |
| Sargent Investment Group, LLC | 8,326 | $1.52M | 0.40% | +60+0.7% | Added |
| Sweet Financial Partners, LLC | 8,348 | $1.52M | 0.42% | +1,934+30.2% | Added |
| Gould Asset Management LLC | 8,351 | $1.52M | 0.43% | −2,650−24.1% | Reduced |
| Mill Capital Management, LLC | 8,352 | $1.52M | 0.15% | +533+6.8% | Added |
| Mountain Pacific Investment Advisers Inc | 8,365 | $1.52M | 0.11% | −300−3.5% | Reduced |
| TCG Advisory Services, LLC | 8,400 | $1.53M | 0.32% | +8,400 | New |
| Miracle Mile Advisors, LLC | 8,430 | $1.54M | 0.05% | +765+10.0% | Added |
| Vigilare Wealth Management | 8,445 | $1.54M | 0.87% | −570−6.3% | Reduced |
| WNY Asset Management, LLC | 8,483 | $1.55M | 0.37% | +9+0.1% | Added |
| Jackson Square Capital, LLC | 8,483 | $1.55M | 0.69% | −300−3.4% | Reduced |
| Grove Bank & Trust | 8,518 | $1.55M | 0.33% | −977−10.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,544 | $1.56M | 0.82% | +81+1.0% | Added |
| Applied Capital LLC | 8,548 | $1.56M | 1.55% | −205−2.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 8,561 | $1.56M | 0.06% | −2,117−19.8% | Reduced |
| Loudon Investment Management, LLC | 8,564 | $1.56M | 1.08% | −268−3.0% | Reduced |
| V-Square Quantitative Management LLC | 8,566 | $1.56M | 1.44% | +8,566 | New |
| IFG Advisory, LLC | 8,570 | $1.56M | 0.15% | −231−2.6% | Reduced |
| Piscataqua Savings Bank | 8,620 | $1.57M | 1.34% | −88−1.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,622 | $1.57M | 0.98% | +470+5.8% | Added |
| Cullen Capital Management LLC | 8,635 | $1.57M | 0.01% | −175−2.0% | Reduced |
| Jeppson Wealth Management, LLC | 8,673 | $1.58M | 0.69% | −95−1.1% | Reduced |
| Marcum Wealth, LLC | 8,691 | $1.58M | 0.20% | −659−7.0% | Reduced |
| Lionsbridge Wealth Management LLC | 8,700 | $1.59M | 1.46% | −204−2.3% | Reduced |
| Kingfisher Capital LLC | 8,707 | $1.59M | 0.42% | +63+0.7% | Added |
| Stony Point Wealth Management Inc. | 8,708 | $1.59M | 0.82% | −2,223−20.3% | Reduced |
| Argus Investors' Counsel, Inc. | 8,715 | $1.59M | 1.20% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 8,724 | $1.59M | 0.92% | −248−2.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,742 | $1.59M | 0.55% | +1,664+23.5% | Added |
| Clark Capital Management Group, Inc. | 8,749 | $1.59M | 0.02% | +211+2.5% | Added |
| Greenfield Savings Bank | 8,796 | $1.60M | 1.04% | −320−3.5% | Reduced |
| Main Street Financial Solutions, LLC | 8,794 | $1.60M | 0.24% | +402+4.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 8,819 | $1.61M | 0.24% | +1,900+27.5% | Added |
| NVWM, LLC | 8,891 | $1.62M | 0.54% | −28−0.3% | Reduced |
| S.A. Mason LLC | 8,896 | $1.62M | 1.18% | −19−0.2% | Reduced |
| Pflug Koory, LLC | 8,900 | $1.62M | 0.88% | −60−0.7% | Reduced |
| Taylor Hoffman Wealth Management | 8,903 | $1.62M | 0.89% | +429+5.1% | Added |
| Lodestar Private Asset Management LLC | 8,909 | $1.62M | 0.29% | +100+1.1% | Added |
| Credit Agricole S A | 8,911 | $1.62M | 0.07% | +1,406+18.7% | Added |
| Oxbow Advisors, LLC | 8,916 | $1.63M | 0.29% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 8,929 | $1.63M | 0.15% | −20−0.2% | Reduced |
| West Paces Advisors Inc. | 8,959 | $1.63M | 0.51% | +169+1.9% | Added |
| Page Arthur B | 8,960 | $1.63M | 1.53% | 00.0% | Unchanged |
| Winton Group Ltd | 8,970 | $1.64M | 0.10% | +1,841+25.8% | Added |
| Naviter Wealth, LLC | 8,985 | $1.64M | 0.57% | +2,002+28.7% | Added |
| Hoey Investments, Inc | 8,995 | $1.64M | 0.65% | −517−5.4% | Reduced |
| McNamara Financial Services, Inc. | 8,997 | $1.64M | 0.41% | +102+1.1% | Added |
| StrategIQ Financial Group, LLC | 9,002 | $1.64M | 0.19% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 9,010 | $1.64M | 1.20% | −401−4.3% | Reduced |
| Staley Capital Advisers Inc | 9,010 | $1.64M | 0.09% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 9,016 | $1.64M | 0.34% | +165+1.9% | Added |
| ShankerValleau Wealth Advisors, Inc. | 9,019 | $1.64M | 0.96% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 9,029 | $1.65M | 0.28% | +6,894+322.9% | Added |
| Royal Capital Wealth Management, LLC | 9,033 | $1.65M | 1.66% | +89+1.0% | Added |
| Goldstone Financial Group, LLC | 9,042 | $1.65M | 0.54% | +9,042 | New |
| Analyst IMS Investment Management Services Ltd. | 9,153 | $1.66M | 0.13% | −317−3.3% | Reduced |
| BBR Partners, LLC | 9,094 | $1.66M | 0.19% | −288−3.1% | Reduced |