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 |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 12,990 | $2.37M | 1.67% | −222−1.7% | Reduced |
| LSV Asset Management | 13,003 | $2.37M | 0.01% | 00.0% | Unchanged |
| Gifford Fong Associates | 13,000 | $2.37M | 0.62% | 00.0% | Unchanged |
| Beacon Financial Group | 12,943 | $2.37M | 0.33% | −850−6.2% | Reduced |
| Vise Technologies, Inc. | 13,014 | $2.37M | 0.63% | +1,203+10.2% | Added |
| Park Edge Advisors, LLC | 13,053 | $2.38M | 0.91% | +1,808+16.1% | Added |
| Plimoth Trust Co LLC | 13,076 | $2.38M | 0.74% | −105−0.8% | Reduced |
| Grandview Asset Management LLC | 13,091 | $2.39M | 1.40% | −288−2.2% | Reduced |
| Strategic Blueprint, LLC | 13,090 | $2.39M | 0.25% | +247+1.9% | Added |
| Massachusetts Wealth Management | 13,189 | $2.40M | 2.48% | −700−5.0% | Reduced |
| AIMZ Investment Advisors, LLC | 13,231 | $2.41M | 1.08% | −256−1.9% | Reduced |
| Global Financial Private Client, LLC | 13,254 | $2.42M | 1.25% | +1,058+8.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,277 | $2.42M | 2.21% | −100−0.7% | Reduced |
| Xcel Wealth Management, LLC | 13,305 | $2.43M | 0.85% | +31+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 13,340 | $2.43M | 1.79% | −108−0.8% | Reduced |
| Octavia Wealth Advisors, LLC | 13,357 | $2.44M | 0.55% | +633+5.0% | Added |
| Becker Capital Management Inc | 13,371 | $2.44M | 0.10% | −2,045−13.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 13,387 | $2.44M | 0.29% | −747−5.3% | Reduced |
| Guardian Investment Management | 17,280 | $2.44M | 1.88% | +5,900+51.8% | Added |
| Summit Financial Group Inc | 13,452 | $2.45M | 0.97% | +91+0.7% | Added |
| Crawford Investment Counsel Inc | 13,461 | $2.45M | 0.05% | +726+5.7% | Added |
| Evermay Wealth Management LLC | 13,530 | $2.47M | 0.50% | +133+1.0% | Added |
| Wisconsin Capital Management LLC | 13,535 | $2.47M | 1.68% | +275+2.1% | Added |
| Finer Wealth Management, Inc. | 13,577 | $2.48M | 2.09% | −141−1.0% | Reduced |
| AdvisorNet Financial, Inc | 13,584 | $2.48M | 0.23% | −216−1.6% | Reduced |
| Home Federal Bank of Tennessee | 13,650 | $2.49M | 0.93% | −195−1.4% | Reduced |
| Mechanics Financial Corp | 13,671 | $2.49M | 1.45% | −100−0.7% | Reduced |
| Saybrook Capital | 13,692 | $2.50M | 0.79% | −100−0.7% | Reduced |
| Cito Capital Group, LLC | 13,721 | $2.50M | 1.25% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 13,738 | $2.50M | 0.16% | +213+1.6% | Added |
| Altfest L J & Co Inc | 13,750 | $2.51M | 0.39% | +60.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,782 | $2.51M | 2.13% | −1,735−11.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,789 | $2.51M | 0.85% | −13−0.1% | Reduced |
| Capital Counsel LLC | 13,805 | $2.52M | 0.14% | +117+0.9% | Added |
| Joel Isaacson & Co., LLC | 13,805 | $2.52M | 0.18% | +407+3.0% | Added |
| Tudor Investment Corp Et Al | 13,840 | $2.52M | 0.05% | −62,683−81.9% | Reduced |
| First Foundation Advisors | 13,855 | $2.53M | 0.12% | −581−4.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 13,875 | $2.53M | 2.43% | −80−0.6% | Reduced |
| Platform Technology Partners | 13,896 | $2.53M | 1.25% | +533+4.0% | Added |
| Western Wealth Management, LLC | 13,911 | $2.54M | 0.24% | −70−0.5% | Reduced |
| BFSG, LLC | 13,928 | $2.54M | 0.47% | +574+4.3% | Added |
| Oak Associates, Ltd | 13,940 | $2.54M | 0.21% | −1,085−7.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 13,943 | $2.54M | 1.75% | +103+0.7% | Added |
| Leisure Capital Management | 13,965 | $2.55M | 1.46% | −178−1.3% | Reduced |
| Financial Advocates Investment Management | 14,014 | $2.55M | 0.19% | −40−0.3% | Reduced |
| Financial Advisory Service, Inc. | 14,015 | $2.55M | 0.28% | +827+6.3% | Added |
| Liberty Capital Management, Inc. | 14,020 | $2.56M | 0.84% | −74−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,045 | $2.56M | 0.86% | +116+0.8% | Added |
| Jaffetilchin Investment Partners, LLC | 14,056 | $2.56M | 0.29% | +2,238+18.9% | Added |
| Ami Investment Management Inc | 14,069 | $2.56M | 1.20% | −465−3.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 14,096 | $2.57M | 0.09% | +11,965+561.5% | Added |
| Guardian Wealth Management, Inc. | 14,117 | $2.57M | 2.48% | +250+1.8% | Added |
| Rehmann Capital Advisory Group | 14,125 | $2.58M | 0.24% | −10−0.1% | Reduced |
| MidWestOne Financial Group, Inc. | 14,131 | $2.58M | 0.58% | +1,133+8.7% | Added |
| Alta Capital Management LLC | 14,199 | $2.59M | 0.19% | −3,113−18.0% | Reduced |
| Elmwood Wealth Management, Inc. | 14,206 | $2.59M | 1.22% | −405−2.8% | Reduced |
| Qtron Investments LLC | 14,212 | $2.59M | 0.53% | −1,004−6.6% | Reduced |
| ZWJ Investment Counsel Inc | 14,233 | $2.59M | 0.14% | +332+2.4% | Added |
| CNB Bank | 14,323 | $2.61M | 1.59% | +432+3.1% | Added |
| S&T Bank | 14,363 | $2.62M | 0.48% | −1,538−9.7% | Reduced |
| Deseret Mutual Benefit Administrators | 14,372 | $2.62M | 1.04% | +86+0.6% | Added |
| Garrett Investment Advisors LLC | 14,403 | $2.63M | 0.41% | +1,884+15.0% | Added |
| Agate Pass Investment Management, LLC | 14,436 | $2.63M | 1.72% | +75+0.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 14,439 | $2.63M | 0.03% | −5,338−27.0% | Reduced |
| DRW Securities, LLC | 14,475 | $2.64M | 0.39% | +14,475 | New |
| Meridian Wealth Advisors, LLC | 14,503 | $2.64M | 0.66% | +16+0.1% | Added |
| Oxler Private Wealth LLC | 14,536 | $2.65M | 1.31% | +184+1.3% | Added |
| Ledge Wealth Management, Inc. | 14,541 | $2.65M | 1.26% | +1,141+8.5% | Added |
| Keating Investment Counselors Inc | 14,580 | $2.66M | 1.00% | −2,300−13.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,692 | $2.68M | 0.30% | +5,219+55.1% | Added |
| Otter Creek Advisors, LLC | 14,700 | $2.68M | 3.53% | +14,700 | New |
| Navellier & Associates Inc | 14,703 | $2.68M | 0.56% | −100−0.7% | Reduced |
| Family Legacy, Inc. | 14,736 | $2.69M | 1.15% | +476+3.3% | Added |
| Wambolt & Associates, LLC | 14,751 | $2.69M | 0.96% | +644+4.6% | Added |
| CFO4Life Group, LLC | 14,786 | $2.70M | 0.61% | −230−1.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 14,831 | $2.70M | 0.61% | +8,898+150.0% | Added |
| E Fund Management Co., Ltd. | 14,832 | $2.70M | 0.20% | −922−5.9% | Reduced |
| Leelyn Smith, LLC | 14,863 | $2.71M | 0.69% | +305+2.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 14,928 | $2.72M | 1.45% | −299−2.0% | Reduced |
| Baldwin Investment Management, LLC | 14,929 | $2.72M | 0.48% | +552+3.8% | Added |
| Lindenwold Advisors | 14,949 | $2.73M | 1.69% | +246+1.7% | Added |
| Outfitter Financial LLC | 14,951 | $2.73M | 2.45% | −275−1.8% | Reduced |
| Stillwater Investment Management, LLC | 14,956 | $2.73M | 0.73% | −512−3.3% | Reduced |
| CX Institutional | 14,949 | $2.73M | 0.15% | +2,557+20.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.73M | 0.82% | 00.0% | Unchanged |
| First United Bank Trust | 15,001 | $2.73M | 1.28% | −243−1.6% | Reduced |
| Wintrust Investments LLC | 15,013 | $2.74M | 0.35% | +1,355+9.9% | Added |
| Duff & Phelps Investment Management Co | 15,027 | $2.74M | 0.03% | +300+2.0% | Added |
| SFMG, LLC | 15,040 | $2.74M | 0.30% | +26+0.2% | Added |
| Graypoint LLC | 15,086 | $2.75M | 0.30% | +6,911+84.5% | Added |
| Laidlaw Wealth Management LLC | 15,101 | $2.75M | 0.56% | +110+0.7% | Added |
| Caxton Associates LP | 15,118 | $2.76M | 0.44% | +5,187+52.2% | Added |
| Group One Trading, L.P. | 15,139 | $2.76M | 0.13% | −60,687−80.0% | Reduced |
| Mystic Asset Management, Inc. | 15,168 | $2.77M | 1.53% | −150−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 15,196 | $2.77M | 0.23% | +545+3.7% | Added |
| Jupiter Wealth Management LLC | 15,200 | $2.77M | 2.55% | +1,200+8.6% | Added |
| Excalibur Management Corp | 15,201 | $2.77M | 1.44% | −112−0.7% | Reduced |
| Viewpoint Capital Management LLC | 15,237 | $2.78M | 2.49% | −582−3.7% | Reduced |
| Intrua Financial, LLC | 14,198 | $2.78M | 0.58% | +8,761+161.1% | Added |
| Selway Asset Management | 15,280 | $2.79M | 1.34% | +285+1.9% | Added |