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 |
|---|---|---|---|---|---|
| Private Harbour Investment Management & Counsel, LLC | 10,893 | $1.99M | 2.24% | −150−1.4% | Reduced |
| Hemenway Trust Co LLC | 10,904 | $1.99M | 0.21% | −560−4.9% | Reduced |
| Ghe, LLC | 10,913 | $1.99M | 1.57% | +209+2.0% | Added |
| Baader Bank INC | 10,965 | $2.00M | 0.15% | −8,283−43.0% | Reduced |
| WSFS Capital Management, LLC | 10,960 | $2.00M | 0.21% | −275−2.4% | Reduced |
| Poehling Capital Management, LLC | 10,962 | $2.00M | 0.67% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,976 | $2.00M | 0.20% | +10,976 | New |
| Clean Yield Group | 11,017 | $2.01M | 0.86% | −69−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,053 | $2.01M | 0.18% | −616−5.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $2.02M | 0.79% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 11,121 | $2.03M | 0.22% | −829−6.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,127 | $2.03M | 0.09% | +122+1.1% | Added |
| Accredited Investors Inc. | 11,202 | $2.04M | 0.15% | +264+2.4% | Added |
| First Command Bank | 11,268 | $2.05M | 0.21% | +371+3.4% | Added |
| First Command Financial Services, Inc. | 11,268 | $2.05M | 0.21% | +371+3.4% | Added |
| Detalus Advisors, LLC | 11,271 | $2.05M | 0.98% | +47+0.4% | Added |
| JFS Wealth Advisors, LLC | 11,320 | $2.06M | 0.19% | −532−4.5% | Reduced |
| Tower View Investment Management & Research LLC | 11,329 | $2.06M | 1.39% | −153−1.3% | Reduced |
| Summit Trail Advisors, LLC | 11,346 | $2.07M | 0.08% | +613+5.7% | Added |
| Prestige Wealth Management Group LLC | 11,346 | $2.07M | 0.52% | +7,083+166.2% | Added |
| Jmac Enterprises LLC | 11,351 | $2.07M | 0.53% | +1,881+19.9% | Added |
| StrongBox Wealth, LLC | 11,388 | $2.08M | 1.39% | +677+6.3% | Added |
| Bigelow Investment Advisors, LLC | 11,403 | $2.08M | 1.20% | −453−3.8% | Reduced |
| XML Financial, LLC | 11,350 | $2.08M | 0.25% | +258+2.3% | Added |
| Kovack Advisors, Inc. | 11,421 | $2.08M | 0.28% | +105+0.9% | Added |
| SkyView Investment Advisors, LLC | 11,442 | $2.08M | 0.49% | −32−0.3% | Reduced |
| Nomura Holdings Inc | 11,456 | $2.09M | 0.02% | +11,456 | New |
| Delaney Dennis R | 11,475 | $2.09M | 1.78% | −35−0.3% | Reduced |
| Magnus Financial Group LLC | 11,531 | $2.10M | 0.32% | +580+5.3% | Added |
| Nixon Peabody Trust Co | 11,532 | $2.10M | 1.47% | −2,158−15.8% | Reduced |
| SJS Investment Consulting Inc. | 11,591 | $2.11M | 0.58% | −10.0% | Reduced |
| Forte Capital LLC | 11,641 | $2.12M | 0.32% | +32+0.3% | Added |
| Twinbeech Capital LP | 11,671 | $2.13M | 0.04% | +11,671 | New |
| Perpetual Ltd | 11,683 | $2.13M | 0.02% | +11,683 | New |
| TrinityPoint Wealth, LLC | 11,685 | $2.13M | 0.46% | +534+4.8% | Added |
| West Branch Capital LLC | 11,693 | $2.13M | 1.19% | −24−0.2% | Reduced |
| Mattern Wealth Management LLC | 11,723 | $2.14M | 0.71% | +4,811+69.6% | Added |
| Banco de Sabadell, S.A | 11,738 | $2.14M | 1.78% | −726−5.8% | Reduced |
| Interchange Capital Partners, LLC | 11,801 | $2.15M | 1.17% | +11,801 | New |
| Field & Main Bank | 11,809 | $2.15M | 1.28% | +170+1.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 11,855 | $2.16M | 0.67% | −336−2.8% | Reduced |
| Two Sigma Securities, LLC | 11,872 | $2.16M | 0.18% | +7,652+181.3% | Added |
| Bedel Financial Consulting, Inc. | 11,874 | $2.16M | 0.53% | −881−6.9% | Reduced |
| Harvest Fund Management Co., Ltd | 11,899 | $2.17M | 0.48% | +1,535+14.8% | Added |
| Garrison Point Advisors, LLC | 11,895 | $2.17M | 1.63% | +845+7.6% | Added |
| Studio Investment Management LLC | 11,958 | $2.18M | 0.66% | −199−1.6% | Reduced |
| Hamel Associates, Inc. | 11,977 | $2.18M | 0.76% | 00.0% | Unchanged |
| Insight Inv LLC | 11,985 | $2.18M | 2.36% | −645−5.1% | Reduced |
| Formidable Asset Management, LLC | 12,031 | $2.20M | 0.46% | +171+1.4% | Added |
| West Oak Capital, LLC | 12,082 | $2.20M | 1.12% | −535−4.2% | Reduced |
| Ellsworth Advisors, LLC | 12,124 | $2.21M | 0.78% | −118−1.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,388 | $2.21M | 1.01% | −180−1.6% | Reduced |
| Forum Financial Management, LP | 12,163 | $2.22M | 0.06% | +891+7.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 12,174 | $2.22M | 1.70% | −38−0.3% | Reduced |
| Radnor Capital Management, LLC | 12,176 | $2.22M | 0.58% | +462+3.9% | Added |
| New Potomac Partners, LLC | 12,193 | $2.22M | 1.54% | +373+3.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 12,292 | $2.24M | 1.24% | +1,635+15.3% | Added |
| Montecito Bank & Trust | 12,308 | $2.24M | 0.54% | −200−1.6% | Reduced |
| Lantz Financial LLC | 12,313 | $2.24M | 0.93% | −203−1.6% | Reduced |
| New England Asset Management Inc | 12,339 | $2.25M | 0.33% | −1,275−9.4% | Reduced |
| Kathmere Capital Management, LLC | 12,365 | $2.25M | 0.37% | +1,547+14.3% | Added |
| Kennon-Green & Company, LLC | 12,379 | $2.26M | 2.14% | −172−1.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,398 | $2.26M | 0.24% | +711+6.1% | Added |
| Nilsine Partners, LLC | 12,400 | $2.26M | 0.35% | +12,400 | New |
| Beverly Hills Private Wealth, LLC | 12,401 | $2.26M | 0.70% | +1,944+18.6% | Added |
| World Equity Group, Inc. | 88,151 | $2.26M | 0.39% | +79,899+968.2% | Added |
| Verition Fund Management LLC | 12,415 | $2.26M | 0.04% | −9,518−43.4% | Reduced |
| Flagship Harbor Advisors, LLC | 12,419 | $2.26M | 0.21% | −269−2.1% | Reduced |
| Archford Capital Strategies, LLC | 12,331 | $2.26M | 0.47% | +1,265+11.4% | Added |
| Oarsman Capital, Inc. | 12,431 | $2.27M | 1.06% | +361+3.0% | Added |
| AlphaCore Capital LLC | 12,446 | $2.27M | 0.60% | +9,726+357.6% | Added |
| Means Investment Co., Inc. | 12,493 | $2.28M | 0.40% | +63+0.5% | Added |
| Jefferies Financial Group Inc. | 12,499 | $2.28M | 0.05% | +12,499 | New |
| Advisor OS, LLC | 12,517 | $2.28M | 0.55% | +38+0.3% | Added |
| Banco Santander, S.A. | 12,553 | $2.29M | 0.03% | +12,553 | New |
| Highlander Capital Management, LLC | 12,574 | $2.29M | 1.12% | −600−4.6% | Reduced |
| Stonebridge Capital Advisors LLC | 12,599 | $2.30M | 0.26% | +167+1.3% | Added |
| Scott & Selber, Inc. | 12,661 | $2.31M | 0.98% | +23+0.2% | Added |
| Cypress Capital, LLC | 12,690 | $2.31M | 0.72% | −569−4.3% | Reduced |
| Elevated Capital Advisors, LLC | 12,719 | $2.32M | 0.83% | +42+0.3% | Added |
| Atwood & Palmer Inc | 12,720 | $2.32M | 0.22% | 00.0% | Unchanged |
| Gries Financial LLC | 12,974 | $2.32M | 0.69% | −1,121−8.0% | Reduced |
| Wedmont Private Capital | 12,706 | $2.33M | 0.31% | +1,327+11.7% | Added |
| RKL Wealth Management LLC | 12,772 | $2.33M | 0.29% | −124−1.0% | Reduced |
| Rothschild Investment Corp | 12,791 | $2.33M | 0.20% | +129+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 12,801 | $2.33M | 0.57% | −627−4.7% | Reduced |
| TCI Wealth Advisors, Inc. | 12,815 | $2.34M | 0.30% | +75+0.6% | Added |
| KCS Wealth Advisory | 12,819 | $2.34M | 0.88% | +878+7.4% | Added |
| Arbor Capital Management Inc | 12,762 | $2.34M | 1.90% | +473+3.8% | Added |
| Wealthsource Partners, LLC | 12,858 | $2.34M | 0.16% | +65+0.5% | Added |
| Providence Wealth Advisors, LLC | 12,687 | $2.34M | 1.73% | +39+0.3% | Added |
| Aspen Investment Management Inc | 12,862 | $2.35M | 1.50% | −26−0.2% | Reduced |
| Dividend Assets Capital, LLC | 12,987 | $2.35M | 0.50% | 00.0% | Unchanged |
| Dover Advisors, LLC | 12,908 | $2.35M | 2.26% | +933+7.8% | Added |
| Allred Capital Management, LLC | 12,920 | $2.36M | 1.25% | +126+1.0% | Added |
| Madison Wealth Management | 12,935 | $2.36M | 0.51% | −40.0% | Reduced |
| Summit Place Financial Advisors, LLC | 12,944 | $2.36M | 1.67% | +560+4.5% | Added |
| Parkside Financial Bank & Trust | 12,945 | $2.36M | 0.64% | +304+2.4% | Added |
| Manchester Capital Management LLC | 12,946 | $2.36M | 0.31% | +1,452+12.6% | Added |
| Independence Bank of Kentucky | 12,951 | $2.36M | 1.03% | −30−0.2% | Reduced |