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 | 3,566 | $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 |
|---|---|---|---|---|---|
| Texas Capital Bancshares Inc | 2,666 | $486.0K | 0.30% | −71−2.6% | Reduced |
| Latitude Advisors, LLC | 2,674 | $487.5K | 0.35% | −265−9.0% | Reduced |
| Paulson Wealth Management Inc. | 2,675 | $487.7K | 0.22% | 00.0% | Unchanged |
| HT Partners LLC | 2,675 | $487.7K | 0.14% | +597+28.7% | Added |
| Tru Independence Asset Management 2, LLC | 2,681 | $488.7K | 0.49% | +2,681 | New |
| D.B. Root & Company, LLC | 2,687 | $489.9K | 0.19% | +4+0.1% | Added |
| Norwood Financial Corp | 2,689 | $490.2K | 0.78% | +45+1.7% | Added |
| Theory Financial LLC | 2,696 | $491.5K | 0.29% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,705 | $493.0K | 0.15% | −15−0.6% | Reduced |
| Zevin Asset Management LLC | 2,705 | $493.0K | 0.10% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,707 | $493.4K | 0.04% | −255−8.6% | Reduced |
| Financial Advisors, LLC | 2,717 | $495.3K | 0.13% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,731 | $498.0K | 0.31% | +45+1.7% | Added |
| Trust Co of Kansas | 2,737 | $499.0K | 0.32% | −69−2.5% | Reduced |
| Ellevest, Inc. | 2,738 | $499.2K | 0.04% | +31+1.1% | Added |
| Ballast, Inc. | 2,745 | $500.4K | 0.21% | +323+13.3% | Added |
| Clearwater Capital Advisors, LLC | 2,747 | $500.8K | 0.06% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,750 | $501.4K | 0.35% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,753 | $501.9K | 0.31% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 2,754 | $502.1K | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,762 | $503.5K | 0.01% | +205+8.0% | Added |
| Blackston Financial Advisory Group, LLC | 2,766 | $504.0K | 0.38% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,771 | $505.1K | 0.14% | −492−15.1% | Reduced |
| Trilogy Capital Inc. | 2,776 | $506.0K | 0.04% | +342+14.1% | Added |
| Quantum Financial Advisors, LLC | 2,791 | $508.9K | 0.16% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,647 | $509.0K | 0.21% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,800 | $510.5K | 0.21% | +167+6.3% | Added |
| Point72 Middle East FZE | 2,805 | $511.4K | 0.03% | +1,649+142.6% | Added |
| Vicus Capital | 2,807 | $511.7K | 0.06% | −253−8.3% | Reduced |
| Lumbard & Kellner, LLC | 2,686 | $513.0K | 0.26% | +46+1.7% | Added |
| America First Investment Advisors, LLC | 2,819 | $513.9K | 0.15% | 00.0% | Unchanged |
| Dravo Bay LLC | 2,825 | $515.0K | 0.39% | −24−0.8% | Reduced |
| Sterling Financial Planning, Inc. | 2,829 | $515.7K | 0.28% | −112−3.8% | Reduced |
| Aua Capital Management, LLC | 2,842 | $518.1K | 0.35% | +2+0.1% | Added |
| Ssi Investment Management LLC | 2,847 | $519.0K | 0.04% | −508−15.1% | Reduced |
| Hyperion Partners, LLC | 2,848 | $519.2K | 0.47% | +10.0% | Added |
| APCM Wealth Management for Individuals | 2,857 | $520.8K | 0.09% | +74+2.7% | Added |
| Portman Square Capital LLP | 2,860 | $521.4K | 0.13% | 00.0% | Unchanged |
| Innova Wealth Partners | 2,867 | $522.7K | 0.46% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,876 | $523.0K | 0.21% | +4+0.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,884 | $525.7K | 0.26% | +113+4.1% | Added |
| Founders Financial Securities LLC | 2,884 | $525.8K | 0.08% | +835+40.8% | Added |
| Summit Financial, LLC | 2,886 | $526.2K | 0.05% | −133−4.4% | Reduced |
| SPC Financial, Inc. | 2,890 | $526.8K | 0.06% | +75+2.7% | Added |
| Balboa Wealth Partners | 2,892 | $527.1K | 0.20% | +28+1.0% | Added |
| Prosperity Consulting Group, LLC | 2,901 | $528.8K | 0.33% | −192−6.2% | Reduced |
| Traynor Capital Management, Inc. | 2,902 | $529.1K | 0.08% | −29−1.0% | Reduced |
| Liberty Wealth Management LLC | 2,909 | $530.3K | 0.11% | +2,909 | New |
| LifePro Asset Management | 2,946 | $532.3K | 0.39% | 00.0% | Unchanged |
| Alesco Advisors LLC | 2,925 | $533.2K | 0.02% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,932 | $534.5K | 0.33% | +2,932 | New |
| BDO Wealth Advisors, LLC | 2,934 | $534.9K | 0.07% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,935 | $535.0K | 0.41% | −39−1.3% | Reduced |
| Convergence Investment Partners, LLC | 2,937 | $535.0K | 0.31% | −19−0.6% | Reduced |
| Colonial River Wealth Management, LLC | 2,936 | $535.2K | 0.31% | +96+3.4% | Added |
| Inspirion Wealth Advisors, LLC | 2,937 | $535.4K | 0.11% | +70+2.4% | Added |
| First National Bank Sioux Falls | 2,939 | $535.8K | 0.37% | −10−0.3% | Reduced |
| Perfromance Wealth Partners, LLC | 2,945 | $536.9K | 0.03% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 2,949 | $537.6K | 0.14% | +51+1.8% | Added |
| Blue Square Asset Management, LLC | 2,950 | $537.8K | 0.35% | +2,950 | New |
| Austin Private Wealth, LLC | 2,954 | $538.6K | 0.09% | +712+31.8% | Added |
| Worth Financial Advisory Group, LLC | 2,956 | $538.8K | 0.51% | +466+18.7% | Added |
| Per Stirling Capital Management, LLC. | 2,958 | $539.3K | 0.12% | −419−12.4% | Reduced |
| Michael B. Yongue | 2,960 | $539.6K | 0.52% | −250−7.8% | Reduced |
| Allen Investment Management LLC | 2,961 | $539.8K | 0.01% | 00.0% | Unchanged |
| Planning Directions Inc | 2,965 | $541.0K | 0.40% | −81−2.7% | Reduced |
| Edgestream Partners, L.P. | 2,975 | $542.3K | 0.06% | −6,248−67.7% | Reduced |
| Townsend Asset Management Corp | 2,990 | $545.2K | 0.28% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,991 | $545.3K | 0.37% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,993 | $545.6K | 0.05% | −100−3.2% | Reduced |
| Bouchey Financial Group Ltd | 2,999 | $546.0K | 0.07% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,997 | $546.3K | 0.30% | −22−0.7% | Reduced |
| GEM Asset Management, LLC | 3,000 | $546.9K | 0.44% | −122−3.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,000 | $546.9K | 1.01% | +3,000 | New |
| Cedar Brook Financial Partners, LLC | 3,005 | $547.8K | 0.14% | −75−2.4% | Reduced |
| Stiles Financial Services Inc | 3,010 | $548.7K | 0.29% | +129+4.5% | Added |
| Brown, Lisle/Cummings, Inc. | 3,011 | $548.9K | 0.28% | +25+0.8% | Added |
| Morningstar Investment Management LLC | 3,014 | $549.0K | 0.08% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,029 | $552.2K | 0.28% | −8−0.3% | Reduced |
| Northwest Wealth Management, LLC | 3,029 | $552.2K | 0.21% | +421+16.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,039 | $554.0K | 0.41% | +10+0.3% | Added |
| Burton Enright Welch | 3,042 | $554.6K | 0.21% | +70+2.4% | Added |
| Spinnaker Investment Group, LLC | 3,045 | $555.1K | 0.20% | +66+2.2% | Added |
| Websterrogers Financial Advisors, LLC | 3,046 | $555.3K | 0.26% | −140−4.4% | Reduced |
| Avalon Trust Co | 3,046 | $555.3K | 0.06% | +3,046 | New |
| Renasant Bank | 3,051 | $556.2K | 0.43% | −76−2.4% | Reduced |
| Riverview Capital Advisers, LLC | 3,051 | $556.2K | 0.24% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 3,058 | $557.5K | 0.40% | −57−1.8% | Reduced |
| Provence Wealth Management Group | 3,059 | $557.7K | 0.37% | +1,302+74.1% | Added |
| Northstar Advisory Group, LLC | 3,070 | $559.6K | 0.42% | +445+17.0% | Added |
| BlackDiamond Wealth Management Inc. | 2,952 | $560.1K | 0.57% | +279+10.4% | Added |
| Dodge & Cox | 3,075 | $560.6K | 0.00% | −500−14.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,083 | $562.0K | 0.11% | +1,901+160.8% | Added |
| Farther Finance Advisors, LLC | 3,088 | $562.9K | 0.16% | +1,118+56.8% | Added |
| Peninsula Wealth, LLC | 3,092 | $563.6K | 0.16% | +60+2.0% | Added |
| Hussman Strategic Advisors, Inc. | 3,100 | $565.1K | 0.09% | −3,100−50.0% | Reduced |
| Little House Capital LLC | 3,103 | $565.7K | 0.27% | −3,761−54.8% | Reduced |
| NWF Advisory Services Inc. | 3,056 | $566.0K | 0.13% | +3,056 | New |
| Golden State Equity Partners | 3,107 | $566.4K | 0.31% | +3,107 | New |
| DeDora Capital, Inc. | 3,113 | $567.5K | 0.24% | −115−3.6% | Reduced |