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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 3,116 | $568.0K | 0.06% | 00.0% | Unchanged |
| South Street Advisors LLC | 3,135 | $571.5K | 0.12% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,144 | $573.2K | 0.27% | +755+31.6% | Added |
| Breakwater Capital Group | 3,146 | $573.5K | 0.24% | −202−6.0% | Reduced |
| BMS Financial Advisors, LLC | 3,148 | $573.9K | 0.40% | −180−5.4% | Reduced |
| Ballast Advisors LLC | 3,149 | $574.1K | 0.23% | +18+0.6% | Added |
| KLR Investment Advisors, LLC | 3,155 | $575.2K | 0.51% | +121+4.0% | Added |
| Abacus Wealth Partners, LLC | 2,961 | $575.3K | 0.19% | +1,267+74.8% | Added |
| Insight 2811, Inc. | 3,159 | $575.9K | 0.36% | −59−1.8% | Reduced |
| Garde Capital, Inc. | 3,160 | $576.0K | 0.06% | 00.0% | Unchanged |
| Garner Asset Management Corp | 3,161 | $576.0K | 0.27% | 00.0% | Unchanged |
| First American Trust, FSB | 3,163 | $577.0K | 0.09% | −1,420−31.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3,163 | $577.0K | 0.09% | −718−18.5% | Reduced |
| Clearview Wealth Advisors LLC | 3,174 | $578.8K | 0.59% | −915−22.4% | Reduced |
| Birmingham Capital Management Co Inc | 3,175 | $578.9K | 0.23% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,177 | $579.3K | 0.17% | +63+2.0% | Added |
| Atticus Wealth Management, LLC | 3,178 | $579.3K | 0.22% | +343+12.1% | Added |
| Auxano Advisors, LLC | 3,178 | $579.4K | 0.23% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,191 | $580.3K | 0.25% | +1,359+74.2% | Added |
| Southland Equity Partners LLC | 3,185 | $580.5K | 0.23% | +24+0.8% | Added |
| Ironwood Investment Management LLC | 3,194 | $582.3K | 0.36% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,209 | $585.0K | 0.09% | −114−3.4% | Reduced |
| Private Portfolio Partners LLC | 3,213 | $585.8K | 0.16% | −335−9.4% | Reduced |
| 626 Financial, LLC | 3,224 | $587.7K | 0.39% | +13+0.4% | Added |
| Family Management Corp | 3,228 | $588.5K | 0.14% | −224−6.5% | Reduced |
| Marks Group Wealth Management, Inc | 3,229 | $588.6K | 0.08% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 3,230 | $588.8K | 0.53% | +158+5.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,234 | $589.6K | 0.04% | +143+4.6% | Added |
| Wealth Dimensions Group, Ltd. | 3,242 | $591.1K | 0.23% | +238+7.9% | Added |
| Brendel Financial Advisors LLC | 3,246 | $592.0K | 0.44% | +3,246 | New |
| PCG Wealth Advisors, LLC | 3,248 | $592.1K | 0.37% | +136+4.4% | Added |
| Good Life Advisors, LLC | 3,249 | $592.3K | 0.08% | −1,126−25.7% | Reduced |
| Fairview Capital Investment Management, LLC | 3,249 | $592.4K | 0.04% | −374−10.3% | Reduced |
| Northstar Asset Management Inc | 3,251 | $592.7K | 0.18% | −211−6.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,253 | $593.0K | 0.09% | −25−0.8% | Reduced |
| MV Capital Management, Inc. | 3,262 | $594.7K | 0.08% | +79+2.5% | Added |
| Rooted Wealth Advisors, Inc. | 3,240 | $595.0K | 0.44% | +190+6.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,270 | $596.1K | 0.19% | −15−0.5% | Reduced |
| L2 Asset Management, LLC | 3,274 | $596.9K | 0.36% | +140+4.5% | Added |
| First Financial Corp | 3,283 | $598.5K | 0.37% | −82−2.4% | Reduced |
| Compton Capital Management Inc | 3,290 | $599.8K | 1.29% | −8,965−73.2% | Reduced |
| Single Point Partners, LLC | 3,290 | $600.0K | 0.13% | +34+1.0% | Added |
| Bell Bank | 3,294 | $600.5K | 0.06% | +207+6.7% | Added |
| Merrion Investment Management Co, LLC | 3,295 | $600.7K | 0.57% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,303 | $602.1K | 0.18% | −47−1.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,303 | $602.1K | 0.57% | −1,171−26.2% | Reduced |
| Five Oceans Advisors | 3,305 | $602.5K | 0.39% | −20−0.6% | Reduced |
| Consilium Wealth Advisory, LLC | 3,308 | $603.0K | 0.51% | −604−15.4% | Reduced |
| Wade Financial Advisory, Inc | 3,312 | $603.9K | 0.25% | −265−7.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,314 | $604.0K | 0.33% | −100−2.9% | Reduced |
| Greytown Advisors Inc. | 3,329 | $606.9K | 0.31% | −37−1.1% | Reduced |
| Avestar Capital, LLC | 3,333 | $607.7K | 0.12% | −88−2.6% | Reduced |
| Pure Financial Advisors, Inc. | 3,337 | $608.3K | 0.03% | +98+3.0% | Added |
| Tanaka Capital Management Inc | 3,341 | $609.0K | 1.77% | −5−0.1% | Reduced |
| Sax Wealth Advisors, LLC | 3,346 | $610.0K | 0.13% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,347 | $610.2K | 0.14% | +1,250+59.6% | Added |
| Guinness Atkinson Asset Management Inc | 3,348 | $610.3K | 0.34% | +72+2.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,349 | $611.0K | 0.06% | 00.0% | Unchanged |
| Lane & Associates LLC | 3,353 | $611.3K | 0.54% | −220−6.2% | Reduced |
| Samalin Investment Counsel, LLC | 3,353 | $611.3K | 0.37% | +21+0.6% | Added |
| Ambassador Advisors, LLC | 3,132 | $611.9K | 0.14% | +3,132 | New |
| Oak Thistle LLC | 3,358 | $612.2K | 0.36% | +3,358 | New |
| REDW Wealth LLC | 3,360 | $612.6K | 0.20% | +599+21.7% | Added |
| RiverFront Investment Group, LLC | 3,366 | $613.6K | 0.02% | −445−11.7% | Reduced |
| Disciplined Investments, LLC | 3,367 | $613.8K | 0.26% | +1,049+45.3% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,374 | $615.1K | 0.22% | +34+1.0% | Added |
| McGowan Group Asset Management, Inc. | 3,374 | $615.1K | 0.10% | +14+0.4% | Added |
| Central Bank & Trust Co | 3,384 | $616.9K | 0.11% | +220+7.0% | Added |
| Institute for Wealth Management, LLC. | 3,391 | $618.2K | 0.12% | −211−5.9% | Reduced |
| Briggs Advisory Group, Inc. | 3,394 | $618.7K | 0.37% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 3,398 | $619.4K | 0.59% | −17,374−83.6% | Reduced |
| BFT Financial Group, LLC | 3,404 | $620.6K | 0.09% | +3,404 | New |
| Monticello Wealth Management, LLC | 3,433 | $620.9K | 0.07% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 3,408 | $621.3K | 0.10% | +141+4.3% | Added |
| Fagan Associates, Inc. | 3,421 | $623.8K | 0.16% | +250+7.9% | Added |
| WFA Asset Management Corp | 3,422 | $623.8K | 0.38% | +22+0.6% | Added |
| Birchcreek Wealth Management, LLC | 3,424 | $624.2K | 0.49% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 3,428 | $625.0K | 0.45% | −308−8.2% | Reduced |
| Wall Street Access Asset Management, LLC | 3,429 | $625.1K | 0.41% | −440−11.4% | Reduced |
| Wealthspan Partners, LLC | 3,430 | $625.3K | 0.53% | +17+0.5% | Added |
| Menard Financial Group LLC | 3,431 | $625.5K | 1.45% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,436 | $626.4K | 0.08% | −3−0.1% | Reduced |
| Royal Harbor Partners, LLC | 3,437 | $626.6K | 0.34% | +21+0.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,441 | $627.2K | 0.18% | +28+0.8% | Added |
| Capital Wealth Planning, LLC | 3,447 | $628.4K | 0.01% | −647−15.8% | Reduced |
| Univest Financial Corp | 3,447 | $628.4K | 0.20% | −158−4.4% | Reduced |
| Orca Investment Management, LLC | 3,466 | $631.9K | 0.77% | −30−0.9% | Reduced |
| Phillips Wealth Planners LLC | 3,312 | $634.8K | 0.84% | −19−0.6% | Reduced |
| Seneca Financial Advisors LLC | 3,485 | $635.2K | 0.41% | +3,485 | New |
| Milestone Investment Advisors LLC | 3,486 | $635.5K | 0.20% | +3,486 | New |
| HBW Advisory Services LLC | 3,489 | $636.0K | 0.16% | −243−6.5% | Reduced |
| Simon Quick Advisors, LLC | 3,494 | $637.0K | 0.07% | +1,206+52.7% | Added |
| Alta Advisers Ltd | 3,500 | $638.0K | 0.38% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 3,510 | $639.9K | 0.20% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 3,510 | $639.9K | 0.39% | +33+0.9% | Added |
| Profit Investment Management, LLC | 3,515 | $640.8K | 0.42% | −402−10.3% | Reduced |
| Thomas White International Ltd | 3,530 | $643.5K | 0.14% | +35+1.0% | Added |
| Loomis Sayles & Co L P | 3,534 | $644.0K | 0.00% | +1,564+79.4% | Added |
| Connecticut Wealth Management, LLC | 3,536 | $644.6K | 0.05% | +13+0.4% | Added |
| Hurlow Wealth Management Group, Inc. | 3,543 | $645.9K | 0.30% | −6−0.2% | Reduced |