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 |
|---|---|---|---|---|---|
| TFB Advisors LLC | 1,646 | $300.1K | 0.23% | +23+1.4% | Added |
| American Financial Advisors, LLC | 1,647 | $300.2K | 0.05% | +12+0.7% | Added |
| Delap Wealth Advisory, LLC | 1,650 | $300.8K | 0.31% | −998−37.7% | Reduced |
| Eagle Harbor Asset Management Inc | 1,652 | $301.2K | 0.41% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,665 | $303.5K | 0.16% | −152−8.4% | Reduced |
| Horizon Investment Services, LLC | 1,665 | $303.5K | 0.19% | 00.0% | Unchanged |
| Resource Planning Group | 1,672 | $304.8K | 0.25% | −685−29.1% | Reduced |
| Sym Financial Corp | 1,674 | $305.1K | 0.07% | +40+2.4% | Added |
| Camelot Portfolios, LLC | 1,676 | $305.6K | 0.21% | +3+0.2% | Added |
| Kenfarb & Co. | 1,677 | $305.7K | 0.27% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,689 | $307.8K | 0.17% | +1,689 | New |
| Ofi Invest Asset Management | 56,229,159 | $308.4K | 1.59% | +56,229,159 | New |
| Independent Family Office, LLC | 1,692 | $308.5K | 0.18% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 1,700 | $309.9K | 0.02% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,635 | $310.1K | 0.13% | +461+39.3% | Added |
| EP Wealth Advisors, LLC | 4,967 | $310.2K | 0.01% | −276,356−98.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,703 | $310.5K | 0.15% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 1,706 | $311.0K | 0.07% | −74−4.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,706 | $311.0K | 0.17% | −129−7.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,708 | $311.4K | 0.10% | +61+3.7% | Added |
| Cortland Associates Inc | 1,712 | $312.0K | 0.05% | −85−4.7% | Reduced |
| Focused Wealth Management, Inc | 1,718 | $313.2K | 0.06% | +127+8.0% | Added |
| Riggs Asset Managment Co. Inc. | 1,719 | $313.4K | 0.12% | −12−0.7% | Reduced |
| Western Pacific Wealth Management, LP | 1,721 | $313.7K | 0.24% | +721+72.1% | Added |
| Twin Focus Capital Partners, LLC | 1,728 | $315.0K | 0.06% | +170+10.9% | Added |
| First National Corp | 1,729 | $315.2K | 0.07% | 00.0% | Unchanged |
| Ellerson Group Inc | 1,730 | $315.4K | 0.34% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,733 | $315.9K | 0.13% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,733 | $315.9K | 0.08% | +200+13.0% | Added |
| Strategic Investment Advisors | 1,738 | $316.9K | 0.06% | −1,602−48.0% | Reduced |
| Sage Rhino Capital LLC | 1,742 | $317.6K | 0.09% | +68+4.1% | Added |
| Opal Wealth Advisors, LLC | 1,747 | $318.5K | 0.19% | +142+8.8% | Added |
| Gemmer Asset Management LLC | 1,748 | $318.7K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,736 | $318.7K | 0.24% | +6+0.3% | Added |
| BigSur Wealth Management LLC | 1,750 | $319.0K | 0.15% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,752 | $319.4K | 0.20% | +220+14.4% | Added |
| German American Bancorp, Inc. | 1,754 | $319.8K | 0.05% | +55+3.2% | Added |
| Chemistry Wealth Management LLC | 1,765 | $321.8K | 0.11% | +9+0.5% | Added |
| Strategic Investment Solutions, Inc. | 1,766 | $322.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,767 | $322.1K | 0.05% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 1,768 | $322.3K | 0.17% | +472+36.4% | Added |
| Community Bank of Raymore | 1,770 | $322.7K | 0.12% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,771 | $322.9K | 0.11% | +271+18.1% | Added |
| Port Capital LLC | 1,779 | $324.0K | 0.02% | +5+0.3% | Added |
| Lokken Investment Group LLC | 1,779 | $324.3K | 0.25% | +37+2.1% | Added |
| Wealth Management Associates, Inc. | 1,780 | $324.4K | 0.20% | −222−11.1% | Reduced |
| Heck Capital Advisors, LLC | 1,781 | $324.7K | 0.06% | +61+3.5% | Added |
| Blume Capital Management, Inc. | 1,783 | $325.0K | 0.10% | +133+8.1% | Added |
| Drake & Associates, LLC | 1,785 | $325.4K | 0.16% | −527−22.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,792 | $326.6K | 0.09% | +5+0.3% | Added |
| Rockbridge Investment Management, LCC | 1,793 | $326.9K | 0.06% | +60+3.5% | Added |
| Kelly Financial Services LLC | 1,793 | $326.9K | 0.16% | +122+7.3% | Added |
| Beacon Financial Advisory LLC | 1,796 | $327.4K | 0.21% | +10+0.6% | Added |
| Orgel Wealth Management, LLC | 1,800 | $328.1K | 0.01% | −84−4.5% | Reduced |
| Trellis Advisors, LLC | 1,800 | $328.1K | 0.16% | +9+0.5% | Added |
| Baker Boyer National Bank | 1,807 | $329.4K | 0.13% | −5−0.3% | Reduced |
| Spouting Rock Asset Management, LLC | 1,808 | $329.6K | 0.12% | −1,188−39.7% | Reduced |
| FirstPurpose Wealth LLC | 1,809 | $329.8K | 0.16% | +116+6.9% | Added |
| City State Bank | 1,828 | $333.0K | 0.19% | −158−8.0% | Reduced |
| Fort, L.P. | 1,827 | $333.1K | 0.86% | −668−26.8% | Reduced |
| Zuckerman Investment Group, LLC | 1,831 | $333.8K | 0.05% | +78+4.4% | Added |
| Brown Shipley& Co Ltd | 1,831 | $333.8K | 0.22% | +1,831 | New |
| Graham Capital Wealth Management, LLC | 1,846 | $336.5K | 0.49% | +10+0.5% | Added |
| Horizon Wealth Management, LLC | 1,847 | $336.7K | 0.25% | +8+0.4% | Added |
| Portland Global Advisors LLC | 1,849 | $337.0K | 0.06% | −400−17.8% | Reduced |
| Conestoga Capital Advisors, LLC | 1,850 | $337.3K | 0.01% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 1,853 | $337.8K | 0.09% | +1,853 | New |
| James Hambro & Partners | 1,856 | $338.3K | 0.02% | +7+0.4% | Added |
| Madison Wealth Partners, Inc | 1,858 | $338.8K | 0.17% | +209+12.7% | Added |
| Heron Financial Group, LLC | 1,860 | $339.1K | 0.19% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,865 | $340.0K | 0.26% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,870 | $340.9K | 0.17% | −29−1.5% | Reduced |
| Vision Capital Management, Inc. | 1,873 | $341.4K | 0.06% | −282−13.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,873 | $341.5K | 0.03% | +157+9.1% | Added |
| Navis Wealth Advisors, LLC | 1,882 | $343.1K | 0.38% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1,891 | $344.7K | 0.26% | −57−2.9% | Reduced |
| Financial Insights, Inc. | 1,893 | $345.1K | 0.14% | −240−11.3% | Reduced |
| Wilkinson Global Asset Management LLC | 1,893 | $345.1K | 0.03% | +290+18.1% | Added |
| Demars Financial Group, LLC | 1,896 | $345.6K | 0.19% | −9−0.5% | Reduced |
| Kapstone Financial Advisors LLC | 1,875 | $345.7K | 0.31% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 1,900 | $346.0K | 0.05% | 00.0% | Unchanged |
| Main Street Research LLC | 1,902 | $346.7K | 0.07% | −139−6.8% | Reduced |
| Ironwood Financial, llc | 1,907 | $347.7K | 0.10% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,914 | $348.9K | 0.07% | 00.0% | Unchanged |
| United Bank | 1,919 | $349.8K | 0.20% | +73+4.0% | Added |
| Abundance Wealth Counselors | 1,922 | $350.0K | 0.09% | −16−0.8% | Reduced |
| Alpha Financial Partners, LLC | 1,920 | $350.1K | 0.39% | −9−0.5% | Reduced |
| Private Ocean, LLC | 1,924 | $350.7K | 0.05% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,926 | $351.1K | 0.37% | −734−27.6% | Reduced |
| Vertex Planning Partners, LLC | 1,930 | $351.9K | 0.13% | −1,216−38.7% | Reduced |
| N.E.W. Advisory Services LLC | 1,931 | $352.1K | 0.05% | −24−1.2% | Reduced |
| Darwin Advisors, LLC | 1,909 | $352.1K | 0.10% | −139−6.8% | Reduced |
| Wellspring Financial Advisors, LLC | 1,943 | $354.2K | 0.11% | −643−24.9% | Reduced |
| Green Square Capital Advisors LLC | 1,943 | $354.2K | 0.05% | +203+11.7% | Added |
| Gray Wealth Management Inc. | 1,944 | $354.3K | 0.19% | +35+1.8% | Added |
| Benchmark Wealth Management, LLC | 1,931 | $354.4K | 0.23% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,950 | $355.6K | 0.24% | +2+0.1% | Added |
| Merriman Wealth Management, LLC | 1,954 | $356.2K | 0.02% | +47+2.5% | Added |
| Jacobsen Capital Management | 1,957 | $356.8K | 0.19% | +1,957 | New |
| Innovis Asset Management LLC | 1,960 | $357.3K | 0.14% | 00.0% | Unchanged |