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 |
|---|---|---|---|---|---|
| Intrepid Financial Planning Group LLC | 1,410 | $257.0K | 0.13% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,410 | $257.0K | 0.09% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 1,411 | $257.2K | 0.05% | +1,411 | New |
| Cohen & Steers, Inc. | 1,414 | $258.0K | 0.00% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,417 | $258.3K | 0.37% | −92−6.1% | Reduced |
| Wealth Advisory Solutions, LLC | 1,418 | $258.5K | 0.07% | −2,077−59.4% | Reduced |
| Pin Oak Investment Advisors Inc | 1,420 | $259.0K | 0.32% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,422 | $259.2K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,423 | $259.5K | 0.18% | +30+2.2% | Added |
| CJM Wealth Advisers, Ltd. | 1,424 | $259.6K | 0.15% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,425 | $259.8K | 0.11% | −22−1.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $259.8K | 0.05% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 1,427 | $260.1K | 0.28% | +10+0.7% | Added |
| Blue Investment Partners LLC | 1,432 | $261.1K | 0.26% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 1,529 | $261.5K | 0.19% | 00.0% | Unchanged |
| Amarillo National Bank | 1,443 | $263.1K | 0.05% | +22+1.5% | Added |
| Arbor Investment Advisors, LLC | 1,443 | $263.1K | 0.05% | −40−2.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 1,444 | $263.2K | 0.11% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,445 | $263.4K | 0.04% | −6,518−81.9% | Reduced |
| Talisman Wealth Advisors LLC | 1,451 | $264.0K | 0.48% | +276+23.5% | Added |
| Tanager Wealth Management LLP | 1,449 | $264.2K | 0.06% | −228−13.6% | Reduced |
| Santori & Peters | 1,455 | $265.2K | 0.14% | −46−3.1% | Reduced |
| Planning Center, Inc. | 1,439 | $265.4K | 0.07% | −112−7.2% | Reduced |
| Red Wave Investments LLC | 1,458 | $265.8K | 0.11% | −11−0.7% | Reduced |
| Sage Investment Advisers LLC | 1,462 | $266.5K | 0.36% | +2+0.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,463 | $266.8K | 0.19% | +104+7.7% | Added |
| Fingerlakes Wealth Management, Inc. | 1,466 | $267.3K | 0.33% | +18+1.2% | Added |
| AlphaCentric Advisors LLC | 1,469 | $267.8K | 0.18% | −27−1.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,470 | $267.9K | 0.09% | +1+0.1% | Added |
| TrueWealth Advisors, LLC | 1,476 | $269.2K | 0.11% | −11−0.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,479 | $270.0K | 0.25% | +45+3.1% | Added |
| Compagnie Lombard Odier SCmA | 1,491 | $271.8K | 0.01% | −2,604−63.6% | Reduced |
| Tucker Asset Management LLC | 1,491 | $271.9K | 0.08% | +564+60.8% | Added |
| Colorado Capital Management, Inc. | 1,494 | $272.0K | 0.21% | −100−6.3% | Reduced |
| Titleist Asset Management, LLC | 1,493 | $272.2K | 0.06% | +1,493 | New |
| Corundum Group, Inc. | 1,497 | $272.9K | 0.13% | −87−5.5% | Reduced |
| Karpus Management, Inc. | 1,500 | $273.4K | 0.01% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 1,500 | $273.4K | 0.21% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 1,500 | $273.4K | 0.04% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,502 | $273.8K | 0.06% | −33−2.1% | Reduced |
| Grant Street Asset Management, Inc. | 1,503 | $274.0K | 0.11% | −3−0.2% | Reduced |
| Manchester Financial Inc | 1,508 | $274.9K | 0.08% | +2+0.1% | Added |
| Caerus Investment Advisors, LLC | 1,509 | $275.1K | 0.32% | +1,509 | New |
| Commons Capital, LLC | 1,511 | $275.4K | 0.44% | −484−24.3% | Reduced |
| Alerus Financial NA | 1,512 | $275.6K | 0.02% | +21+1.4% | Added |
| Brio Consultants, LLC | 1,516 | $276.4K | 0.05% | −84−5.3% | Reduced |
| Axiom Financial Strategies, LLC | 1,523 | $277.7K | 0.15% | −17−1.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,525 | $278.0K | 0.08% | −20−1.3% | Reduced |
| Coastal Capital Group, Inc. | 1,529 | $278.6K | 0.06% | −99−6.1% | Reduced |
| Vista Capital Partners, Inc. | 1,529 | $278.7K | 0.04% | +350+29.7% | Added |
| Column Capital Advisors, LLC | 1,537 | $280.3K | 0.04% | +658+74.9% | Added |
| Wallace Capital Management Inc. | 1,538 | $280.4K | 0.05% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,545 | $281.4K | 0.08% | −244−13.6% | Reduced |
| Silver Oak Securities, Inc | 1,545 | $282.0K | 0.05% | +170+12.4% | Added |
| Provident Wealth Management, LLC | 1,547 | $282.0K | 0.14% | +137+9.7% | Added |
| Sentinus, LLC | 1,552 | $282.9K | 0.09% | +1,552 | New |
| Financial Connections Group, Inc. | 1,554 | $283.0K | 0.20% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,553 | $283.1K | 0.07% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,554 | $283.3K | 0.09% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 1,555 | $283.5K | 0.10% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 1,557 | $283.9K | 0.09% | +17+1.1% | Added |
| Cohen Investment Advisors LLC | 1,558 | $284.0K | 0.22% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 1,566 | $285.4K | 0.12% | +1,566 | New |
| Ritter Daniher Financial Advisory LLC | 1,567 | $285.7K | 0.13% | −214−12.0% | Reduced |
| Greenspring Advisors, LLC | 1,568 | $285.8K | 0.06% | +174+12.5% | Added |
| MBL Wealth, LLC | 1,572 | $286.6K | 0.04% | −73−4.4% | Reduced |
| True Capital Management | 1,572 | $286.6K | 0.20% | +349+28.5% | Added |
| Flaharty Asset Management, LLC | 1,573 | $286.8K | 0.05% | −7−0.4% | Reduced |
| Wealth Management Partners, LLC | 1,574 | $286.9K | 0.20% | +574+57.4% | Added |
| Evanson Asset Management, LLC | 1,575 | $287.1K | 0.03% | +3+0.2% | Added |
| Hoxton Planning & Management, LLC | 1,576 | $287.3K | 0.16% | −171−9.8% | Reduced |
| Unionview, LLC | 1,578 | $287.7K | 0.27% | −230−12.7% | Reduced |
| Biechele Royce Advisors | 1,585 | $288.0K | 0.11% | +107+7.2% | Added |
| Vivaldi Capital Management, LLC | 1,581 | $288.2K | 0.09% | −3,318−67.7% | Reduced |
| Engrave Wealth Partners LLC | 1,520 | $288.4K | 0.10% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,582 | $288.4K | 0.07% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,587 | $289.3K | 0.06% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,589 | $289.7K | 0.06% | +58+3.8% | Added |
| Beirne Wealth Consulting Services, LLC | 1,589 | $289.8K | 0.20% | +1,589 | New |
| Camden Capital, LLC | 1,594 | $290.5K | 0.04% | +104+7.0% | Added |
| IAG Wealth Partners, LLC | 1,596 | $291.0K | 0.08% | +92+6.1% | Added |
| Campbell Wealth Management | 1,599 | $291.0K | 0.04% | −66−4.0% | Reduced |
| Lakewood Asset Management LLC | 1,597 | $291.1K | 0.24% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,598 | $291.3K | 0.17% | −49−3.0% | Reduced |
| Bensler, LLC | 1,601 | $291.8K | 0.06% | +1,601 | New |
| American Planning Services, Inc. | 1,601 | $291.9K | 0.20% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,602 | $292.0K | 0.06% | +104+6.9% | Added |
| TruWealth Advisors, LLC | 1,603 | $292.2K | 0.03% | −197−10.9% | Reduced |
| Act Wealth Management, LLC | 1,607 | $293.0K | 0.17% | −65−3.9% | Reduced |
| Advisors Management Group Inc | 1,606 | $293.0K | 0.09% | −75−4.5% | Reduced |
| Vance Wealth, Inc. | 1,610 | $293.5K | 0.16% | +75+4.9% | Added |
| Coho Partners, Ltd. | 1,613 | $294.1K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,614 | $294.2K | 0.17% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,617 | $294.7K | 0.09% | −33−2.0% | Reduced |
| Starfox Financial Services, LLC | 1,600 | $295.0K | 0.31% | 00.0% | Unchanged |
| Capital Management Corp | 1,619 | $295.1K | 0.07% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,622 | $295.6K | 0.12% | +232+16.7% | Added |
| Benedetti & Gucer, Inc. | 1,627 | $297.0K | 0.17% | +1,627 | New |
| Wealth Quarterback LLC | 1,631 | $297.4K | 0.25% | +26+1.6% | Added |
| Firestone Capital Management | 1,634 | $297.9K | 0.11% | 00.0% | Unchanged |