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; 3,422 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 | 3,422 | $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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 15,286 | $2.79M | 0.23% | −31−0.2% | Reduced |
| VeraBank, N.A. | 15,286 | $2.79M | 1.30% | 00.0% | Unchanged |
| LCNB Corp | 15,311 | $2.79M | 1.26% | −101−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 15,328 | $2.79M | 0.27% | −385−2.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,330 | $2.79M | 0.19% | +343+2.3% | Added |
| Thoroughbred Financial Services, LLC | 15,344 | $2.80M | 0.41% | −413−2.6% | Reduced |
| BerganKDV Wealth Management, LLC | 15,357 | $2.80M | 0.29% | +4,135+36.8% | Added |
| Centre Asset Management, LLC | 15,399 | $2.81M | 0.68% | +216+1.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,460 | $2.82M | 1.41% | −73−0.5% | Reduced |
| Covington Investment Advisors Inc. | 15,574 | $2.84M | 0.62% | +2,085+15.5% | Added |
| Ameritas Advisory Services, LLC | 15,460 | $2.85M | 0.14% | −3,492−18.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,778 | $2.88M | 0.25% | +1,294+8.9% | Added |
| Aries Wealth Management | 15,818 | $2.88M | 1.18% | −319−2.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 15,843 | $2.89M | 1.47% | −71−0.4% | Reduced |
| Mather Group, LLC. | 15,866 | $2.89M | 0.05% | +7,199+83.1% | Added |
| Decatur Capital Management, Inc. | 15,912 | $2.90M | 2.19% | −3,024−16.0% | Reduced |
| Clarius Group, LLC | 15,929 | $2.90M | 0.25% | −781−4.7% | Reduced |
| Eads & Heald Wealth Management | 15,936 | $2.90M | 1.44% | −147−0.9% | Reduced |
| STF Management LP | 15,936 | $2.91M | 1.96% | +6,751+73.5% | Added |
| AllGen Financial Advisors, Inc. | 15,937 | $2.91M | 2.03% | −204−1.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 15,944 | $2.91M | 0.68% | +1,200+8.1% | Added |
| TBH Global Asset Management, LLC | 16,021 | $2.92M | 0.62% | +363+2.3% | Added |
| Wealth Alliance Advisory Group, LLC | 16,022 | $2.92M | 1.09% | +734+4.8% | Added |
| L.M. Kohn & Company | 16,036 | $2.92M | 1.21% | −372−2.3% | Reduced |
| Templeton & Phillips Capital Management, LLC | 16,037 | $2.92M | 3.06% | −250−1.5% | Reduced |
| Silphium Asset Management Ltd | 16,050 | $2.93M | 2.47% | +7,700+92.2% | Added |
| Valmark Advisers, Inc. | 16,084 | $2.93M | 0.06% | +496+3.2% | Added |
| Citadel Investment Advisory, Inc. | 16,121 | $2.94M | 2.00% | −200−1.2% | Reduced |
| Inlet Private Wealth, LLC | 16,140 | $2.94M | 0.77% | −130−0.8% | Reduced |
| Pensionfund Sabic | 16,200 | $2.95M | 1.03% | −1,500−8.5% | Reduced |
| Investment Advisory Services Inc | 16,230 | $2.96M | 1.46% | +139+0.9% | Added |
| Trustco Bank Corp N Y | 16,250 | $2.96M | 3.25% | +240+1.5% | Added |
| Chapin Davis, Inc. | 16,324 | $2.98M | 1.54% | +2,267+16.1% | Added |
| Johnson Financial Group, Inc. | 16,339 | $2.98M | 0.21% | +1,328+8.8% | Added |
| Moseley Investment Management Inc | 16,342 | $2.98M | 1.93% | +723+4.6% | Added |
| Northstar Asset Management LLC | 16,349 | $2.98M | 0.88% | +362+2.3% | Added |
| Nvest Financial, LLC | 16,387 | $2.99M | 3.11% | +807+5.2% | Added |
| Cohen Lawrence B | 16,403 | $2.99M | 2.01% | −3,318−16.8% | Reduced |
| Ronald Blue Trust, Inc. | 16,570 | $2.99M | 0.05% | −3,167−16.0% | Reduced |
| CM Wealth Advisors LLC | 15,911 | $3.00M | 0.58% | +10,641+201.9% | Added |
| Lee Danner & Bass Inc | 16,498 | $3.01M | 0.28% | −21−0.1% | Reduced |
| Edge Capital Group, LLC | 16,594 | $3.03M | 0.19% | +5,821+54.0% | Added |
| Romano Brothers and Company | 16,641 | $3.03M | 0.47% | +295+1.8% | Added |
| Fund Management at Engine No. 1 LLC | 16,705 | $3.05M | 0.61% | +1,539+10.1% | Added |
| Fulton Bank, N.A. | 16,748 | $3.05M | 0.16% | +67+0.4% | Added |
| Athena Investment Management | 16,758 | $3.05M | 2.20% | −10−0.1% | Reduced |
| Cigna Investments Inc | 16,761 | $3.06M | 0.61% | −297−1.7% | Reduced |
| RFG Advisory, LLC | 16,776 | $3.06M | 0.15% | +26+0.2% | Added |
| Jacobi Capital Management LLC | 16,804 | $3.06M | 0.36% | −45−0.3% | Reduced |
| Brookmont Capital Management | 16,863 | $3.07M | 1.93% | −21−0.1% | Reduced |
| Perigon Wealth Management, LLC | 16,906 | $3.08M | 0.18% | +2,939+21.0% | Added |
| Delta Financial Advisors LLC | 16,920 | $3.08M | 1.49% | −104−0.6% | Reduced |
| Lincoln Capital LLC | 16,951 | $3.09M | 0.85% | +140+0.8% | Added |
| R.H. Dinel Investment Counsel, Inc. | 16,998 | $3.10M | 2.33% | +16,998 | New |
| Mount Lucas Management LP | 17,056 | $3.11M | 1.06% | +693+4.2% | Added |
| Members Capital Advisors Inc | 17,069 | $3.11M | 2.25% | 00.0% | Unchanged |
| Smith, Moore & Co. | 17,084 | $3.11M | 0.42% | +70+0.4% | Added |
| Basepoint Wealth LLC | 17,090 | $3.12M | 2.60% | +316+1.9% | Added |
| United Asset Strategies, Inc. | 17,114 | $3.12M | 0.41% | +280+1.7% | Added |
| Howard Financial Services, Ltd. | 17,133 | $3.12M | 0.76% | +182+1.1% | Added |
| StoneX Group Inc. | 17,149 | $3.13M | 0.34% | +2,956+20.8% | Added |
| Valley National Advisers Inc | 16,869 | $3.13M | 0.55% | −260−1.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 17,186 | $3.13M | 1.01% | −199−1.1% | Reduced |
| Independent Financial Group, LLC | 17,223 | $3.14M | 0.25% | +4,978+40.7% | Added |
| Csenge Advisory Group | 17,230 | $3.14M | 0.23% | +1,105+6.9% | Added |
| Vickerman Investment Advisors, Inc. | 17,237 | $3.14M | 1.24% | −60−0.3% | Reduced |
| Kavar Capital Partners Group, LLC | 17,248 | $3.14M | 0.68% | +435+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 17,266 | $3.15M | 1.20% | −364−2.1% | Reduced |
| GSB Wealth Management, LLC | 17,273 | $3.15M | 1.03% | −2,658−13.3% | Reduced |
| ARS Investment Partners, LLC | 17,286 | $3.15M | 0.38% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 17,307 | $3.16M | 0.12% | +7,183+71.0% | Added |
| Sentinel Trust Co Lba | 17,382 | $3.17M | 0.45% | +17,382 | New |
| BSW Wealth Partners | 17,386 | $3.17M | 0.65% | −1,197−6.4% | Reduced |
| Fairfield, Bush & Co. | 17,408 | $3.17M | 1.12% | −26−0.1% | Reduced |
| Harbour Investment Management LLC | 17,423 | $3.18M | 1.76% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 17,470 | $3.18M | 0.14% | −276−1.6% | Reduced |
| Stonnington Group, LLC | 17,274 | $3.19M | 0.83% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 17,484 | $3.19M | 0.79% | +407+2.4% | Added |
| Armstrong Henry H Associates Inc | 17,490 | $3.19M | 0.39% | −25−0.1% | Reduced |
| Orser Capital Management, LLC | 17,518 | $3.19M | 3.66% | +1,145+7.0% | Added |
| Wealthcare Advisory Partners LLC | 17,674 | $3.22M | 0.14% | −1,337−7.0% | Reduced |
| TFG Advisers LLC | 17,682 | $3.22M | 1.56% | +532+3.1% | Added |
| DCM Advisors, LLC | 17,744 | $3.23M | 1.51% | −87−0.5% | Reduced |
| Duncker Streett & Co Inc | 17,761 | $3.24M | 0.77% | −1,035−5.5% | Reduced |
| Crestwood Advisors Group LLC | 17,823 | $3.25M | 0.11% | −8,487−32.3% | Reduced |
| Benedict Financial Advisors Inc | 17,925 | $3.27M | 0.92% | −234−1.3% | Reduced |
| Marino, Stram & Associates LLC | 17,931 | $3.27M | 0.99% | −423−2.3% | Reduced |
| EPG Wealth Management LLC | 17,943 | $3.27M | 1.03% | +2,621+17.1% | Added |
| Thomasville National Bank | 18,074 | $3.29M | 0.34% | +693+4.0% | Added |
| White Pine Capital LLC | 18,096 | $3.30M | 1.28% | −689−3.7% | Reduced |
| James Investment Research Inc | 18,197 | $3.32M | 0.44% | +1,180+6.9% | Added |
| First Business Financial Services, Inc. | 18,209 | $3.32M | 0.42% | +193+1.1% | Added |
| Wimmer Associates 1, LLC | 17,088 | $3.32M | 2.12% | −824−4.6% | Reduced |
| Gs Investments, Inc. | 18,301 | $3.34M | 1.93% | +508+2.9% | Added |
| CAPROCK Group, Inc. | 18,324 | $3.34M | 0.26% | −339−1.8% | Reduced |
| All Terrain Financial Advisors, LLC | 18,333 | $3.34M | 1.62% | −1,432−7.2% | Reduced |
| First Western Trust Bank | 18,335 | $3.34M | 0.17% | −199−1.1% | Reduced |
| Zhang Financial LLC | 18,395 | $3.35M | 0.38% | +60.0% | Added |
| Connable Office Inc | 18,397 | $3.35M | 0.49% | −554−2.9% | Reduced |
| Cozad Asset Management Inc | 18,417 | $3.36M | 0.44% | +27+0.1% | Added |