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
- 3,176
- +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
- 1,363 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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| New Millennium Group LLC | 556 | $101.4K | 0.10% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 560 | $102.2K | 0.02% | −323−36.6% | Reduced |
| Covestor Ltd | 568 | $103.0K | 0.09% | +87+18.1% | Added |
| Kozak & Associates, Inc. | 567 | $103.3K | 0.05% | −50−8.1% | Reduced |
| Earnest Partners LLC | 569 | $103.7K | 0.00% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 578 | $105.4K | 0.05% | +578 | New |
| Ridgewood Investments LLC | 596 | $108.7K | 0.07% | −885−59.8% | Reduced |
| Roble, Belko & Company, Inc | 600 | $109.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 600 | $109.4K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 600 | $109.4K | 0.03% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 600 | $109.4K | 0.12% | +600 | New |
| 25 LLC | 568 | $109.8K | 0.07% | +568 | New |
| Gleason Group, Inc. | 605 | $110.2K | 0.03% | −30−4.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 624 | $113.9K | 0.09% | +1+0.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 630 | $114.8K | 0.07% | +2+0.3% | Added |
| Schubert & Co | 635 | $115.8K | 0.10% | −30−4.5% | Reduced |
| Byrne Asset Management LLC | 656 | $120.0K | 0.09% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 668 | $121.8K | 0.07% | −2,021−75.2% | Reduced |
| Gladius Capital Management LP | 686 | $125.1K | 0.04% | −2,035−74.8% | Reduced |
| Lee Financial Co | 687 | $125.2K | 0.02% | −20−2.8% | Reduced |
| Mach-1 Financial Group, Inc. | 1,373 | $134.1K | 0.85% | +1,373 | New |
| Clear Perspectives Financial Planning, LLC | 738 | $134.5K | 0.08% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 774 | $141.1K | 0.17% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 804 | $146.6K | 0.00% | −272−25.3% | Reduced |
| Emfo, LLC | 830 | $151.3K | 0.14% | −40−4.6% | Reduced |
| Rise Advisors, LLC | 837 | $152.7K | 0.12% | +20+2.4% | Added |
| Newton One Investments LLC | 849 | $154.8K | 0.09% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 871 | $158.8K | 0.10% | +75+9.4% | Added |
| Winch Advisory Services, LLC | 874 | $159.0K | 0.06% | +35+4.2% | Added |
| Financial Freedom, LLC | 894 | $163.1K | 0.12% | +10+1.1% | Added |
| Virtus Investment Advisers, Inc. | 919 | $167.5K | 0.12% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 930 | $169.5K | 0.09% | 00.0% | Unchanged |
| Crewe Advisors LLC | 942 | $171.7K | 0.03% | +220+30.5% | Added |
| J.Safra Asset Management Corp | 967 | $176.3K | 0.03% | +967 | New |
| Silvant Capital Management LLC | 971 | $177.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 986 | $179.7K | 0.18% | +13+1.3% | Added |
| New England Capital Financial Advisors LLC | 991 | $180.6K | 0.13% | +5+0.5% | Added |
| Resources Management Corp | 10,353 | $185.0K | 0.04% | −70,444−87.2% | Reduced |
| Core Wealth Advisors, Inc. | 1,025 | $186.9K | 0.07% | −47−4.4% | Reduced |
| Operose Advisors LLC | 1,030 | $187.8K | 0.09% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,042 | $190.0K | 0.01% | +133+14.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,053 | $191.9K | 0.03% | +261+33.0% | Added |
| Hillsdale Investment Management Inc. | 1,065 | $194.2K | 0.02% | +130+13.9% | Added |
| O'Brien Wealth Partners LLC | 1,073 | $195.6K | 0.06% | −311−22.5% | Reduced |
| HighMark Wealth Management LLC | 1,080 | $196.9K | 0.15% | −242−18.3% | Reduced |
| Barrett & Company, Inc. | 1,084 | $197.6K | 0.13% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 1,100 | $200.5K | 0.27% | +1,100 | New |
| Capital Planning Advisors, LLC | 1,102 | $200.9K | 0.04% | +1,102 | New |
| Bridge Advisory, LLC | 1,105 | $201.5K | 0.08% | +1,105 | New |
| First Bank & Trust | 1,110 | $202.4K | 0.05% | −175−13.6% | Reduced |
| Vantage Consulting Group Inc | 1,110 | $202.4K | 0.11% | +1,110 | New |
| Syntax Advisors, LLC | 1,110 | $202.4K | 0.15% | +1,110 | New |
| Fusion Capital, LLC | 1,112 | $202.4K | 0.12% | +5+0.5% | Added |
| Colton Groome Financial Advisors, LLC | 1,112 | $202.7K | 0.10% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 1,115 | $203.3K | 0.18% | −405−26.6% | Reduced |
| Avaii Wealth Management, LLC | 1,117 | $203.7K | 0.18% | +1,117 | New |
| West Wealth Group, LLC | 1,119 | $203.9K | 0.09% | −62−5.2% | Reduced |
| Barton Investment Management | 1,120 | $204.2K | 0.04% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 1,123 | $204.7K | 0.21% | +1,123 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,124 | $204.9K | 0.07% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,131 | $206.2K | 0.05% | −9,899−89.7% | Reduced |
| BOS Asset Management, LLC | 1,133 | $206.5K | 0.17% | +4+0.4% | Added |
| McAlister, Sweet & Associates, Inc. | 1,139 | $207.7K | 0.23% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 1,141 | $208.0K | 0.06% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 1,134 | $208.2K | 0.15% | +1,134 | New |
| Oliver Luxxe Assets LLC | 1,143 | $208.4K | 0.05% | −100−8.0% | Reduced |
| Invst, LLC | 1,100 | $208.7K | 0.03% | +1,100 | New |
| Campion Asset Management LLC | 1,145 | $208.7K | 0.20% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,145 | $208.8K | 0.24% | −100−8.0% | Reduced |
| Pacific Sage Partners, LLC | 1,148 | $209.2K | 0.07% | +3+0.3% | Added |
| Redwood Financial Network Corp | 1,149 | $209.4K | 0.21% | +1,149 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,150 | $209.6K | 0.02% | −312−21.3% | Reduced |
| Freedom Day Solutions, LLC | 1,152 | $209.9K | 0.10% | +10+0.9% | Added |
| MinichMacGregor Wealth Management, LLC | 1,155 | $210.6K | 0.07% | +17+1.5% | Added |
| Windsor Capital Management, LLC | 1,156 | $210.7K | 0.07% | +5+0.4% | Added |
| PRW Wealth Management LLC | 1,104 | $210.7K | 0.08% | +1,104 | New |
| OneAscent Financial Services LLC | 1,155 | $211.0K | 0.09% | −21−1.8% | Reduced |
| Beech Hill Advisors, Inc. | 1,160 | $211.5K | 0.11% | −45−3.7% | Reduced |
| Safir Wealth Advisors, LLC | 1,161 | $211.7K | 0.21% | −80−6.4% | Reduced |
| Penobscot Wealth Management | 1,161 | $212.0K | 0.16% | +7+0.6% | Added |
| Arrowroot Family Office, LLC | 1,166 | $212.5K | 0.18% | +1,166 | New |
| tru Independence LLC | 1,168 | $212.9K | 0.07% | −43−3.6% | Reduced |
| Nelson Capital Management, LLC | 1,170 | $213.3K | 0.06% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,170 | $213.3K | 0.16% | +2+0.2% | Added |
| Nova R Wealth, Inc. | 1,174 | $214.1K | 0.14% | −98−7.7% | Reduced |
| Syverson Strege & Co | 1,175 | $214.2K | 0.09% | +10+0.9% | Added |
| Coastwise Capital Group, LLC | 1,180 | $215.0K | 0.25% | +1,180 | New |
| Aufman Associates Inc | 1,191 | $217.1K | 0.18% | 00.0% | Unchanged |
| Investors Research Corp | 1,194 | $217.7K | 0.06% | 00.0% | Unchanged |
| Sonen Capital LLC | 1,194 | $217.7K | 0.37% | +1,194 | New |
| Running Point Capital Advisors, LLC | 1,195 | $217.8K | 0.13% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,195 | $218.0K | 0.10% | −100−7.7% | Reduced |
| Financial Engines Advisors L.L.C. | 1,196 | $218.0K | 0.00% | −1,624−57.6% | Reduced |
| SMART Wealth LLC | 1,197 | $218.2K | 0.19% | −491−29.1% | Reduced |
| Arvest Trust Co N A | 1,198 | $218.4K | 0.01% | −84−6.6% | Reduced |
| Richard C. Young & CO., LTD. | 1,198 | $218.4K | 0.03% | +15+1.3% | Added |
| Virginia National Bank | 1,200 | $218.8K | 0.77% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 1,200 | $218.8K | 0.14% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 1,203 | $219.0K | 0.07% | +50+4.3% | Added |
| GenTrust, LLC | 1,202 | $219.1K | 0.02% | +1,202 | New |