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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| American Trust | 34,899 | $6.36M | 0.44% | +5,721+19.6% | Added |
| Principal Street Partners, LLC | 34,888 | $6.36M | 1.61% | +74+0.2% | Added |
| Brady Family Wealth, LLC | 34,883 | $6.36M | 2.51% | −155−0.4% | Reduced |
| Veriti Management LLC | 34,730 | $6.33M | 0.75% | +2,450+7.6% | Added |
| Northwest & Ethical Investments L.P. | 34,687 | $6.32M | 0.21% | 00.0% | Unchanged |
| Close Asset Management Ltd | 34,650 | $6.32M | 0.31% | +34,650 | New |
| Coston, McIsaac & Partners | 34,623 | $6.31M | 2.35% | +1,675+5.1% | Added |
| Contravisory Investment Management, Inc. | 34,460 | $6.28M | 1.77% | −303−0.9% | Reduced |
| Bleakley Financial Group, LLC | 34,421 | $6.27M | 0.21% | +371+1.1% | Added |
| Choate Investment Advisors | 34,361 | $6.26M | 0.30% | −176−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 34,361 | $6.26M | 0.12% | −5,381−13.5% | Reduced |
| Asset Management Group, Inc. | 34,349 | $6.26M | 1.40% | −188−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 33,896 | $6.18M | 1.08% | −721−2.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 33,801 | $6.16M | 1.50% | +6,149+22.2% | Added |
| Apollon Wealth Management, LLC | 33,558 | $6.12M | 0.38% | +377+1.1% | Added |
| Family Capital Trust Co | 33,454 | $6.10M | 2.36% | −93−0.3% | Reduced |
| Costello Asset Management, INC | 33,340 | $6.08M | 6.26% | −474−1.4% | Reduced |
| Lavaca Capital LLC | 35,481 | $6.08M | 1.42% | +700+2.0% | Added |
| Garland Capital Management Inc | 33,305 | $6.07M | 4.13% | −140−0.4% | Reduced |
| Moran Wealth Management, LLC | 33,235 | $6.06M | 0.23% | −3,412−9.3% | Reduced |
| David Loasby | 32,635 | $6.02M | 0.69% | +12,156+59.4% | Added |
| NewSquare Capital LLC | 32,966 | $6.01M | 0.71% | +2,699+8.9% | Added |
| Financial Architects, Inc | 32,940 | $6.00M | 0.96% | −491−1.5% | Reduced |
| Hall Laurie J Trustee | 32,936 | $6.00M | 2.56% | −540−1.6% | Reduced |
| Colonial Trust Co | 32,854 | $5.99M | 1.52% | +1,004+3.2% | Added |
| Windle Wealth, LLC | 32,782 | $5.98M | 4.43% | +791+2.5% | Added |
| BKD Wealth Advisors, LLC | 32,618 | $5.95M | 0.19% | −794−2.4% | Reduced |
| Essex Investment Management Co LLC | 32,556 | $5.93M | 0.86% | −7,928−19.6% | Reduced |
| First Personal Financial Services | 32,470 | $5.92M | 1.53% | +623+2.0% | Added |
| Aristotle Capital Management, LLC | 32,459 | $5.92M | 0.01% | −840−2.5% | Reduced |
| Pathway Financial Advisers, LLC | 32,308 | $5.89M | 2.37% | +463+1.5% | Added |
| Concentric Wealth Management, LLC | 32,300 | $5.89M | 1.95% | +304+1.0% | Added |
| Ayrshire Capital Management LLC | 32,297 | $5.89M | 4.02% | +102+0.3% | Added |
| Telemus Capital, LLC | 32,295 | $5.89M | 0.52% | −272−0.8% | Reduced |
| Eagle Global Advisors LLC | 32,276 | $5.88M | 0.40% | 00.0% | Unchanged |
| Signaturefd, LLC | 32,237 | $5.88M | 0.16% | +3,677+12.9% | Added |
| TD Private Client Wealth LLC | 32,190 | $5.87M | 0.26% | +1,128+3.6% | Added |
| First Interstate Bank | 32,139 | $5.86M | 0.45% | −2,229−6.5% | Reduced |
| SP Asset Management LLC | 32,100 | $5.85M | 0.72% | −475−1.5% | Reduced |
| Moody National Bank Trust Division | 32,075 | $5.85M | 0.50% | +50.0% | Added |
| Change Path, LLC | 31,975 | $5.83M | 0.29% | +268+0.8% | Added |
| Ballentine Partners, LLC | 31,939 | $5.82M | 0.15% | +1,286+4.2% | Added |
| M&R Capital Management Inc | 31,930 | $5.82M | 1.63% | +194+0.6% | Added |
| Horizon Investments, LLC | 31,814 | $5.80M | 0.17% | −20,443−39.1% | Reduced |
| Spinnaker Trust | 31,481 | $5.74M | 0.43% | −7,282−18.8% | Reduced |
| Hartford Financial Management Inc. | 31,447 | $5.73M | 1.48% | −134−0.4% | Reduced |
| Bollard Group LLC | 31,434 | $5.73M | 0.21% | +33+0.1% | Added |
| Harbor Advisory Corp | 31,351 | $5.72M | 2.18% | −356−1.1% | Reduced |
| Skba Capital Management LLC | 31,345 | $5.71M | 1.06% | −720−2.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,315 | $5.71M | 0.89% | −405−1.3% | Reduced |
| Trinity Legacy Partners, LLC | 31,270 | $5.70M | 2.14% | +93+0.3% | Added |
| First Hawaiian Bank | 31,235 | $5.69M | 0.19% | +2,376+8.2% | Added |
| Modera Wealth Management, LLC | 31,222 | $5.69M | 0.22% | −280−0.9% | Reduced |
| Monetary Management Group Inc | 31,175 | $5.68M | 1.67% | −275−0.9% | Reduced |
| IronBridge Private Wealth, LLC | 31,044 | $5.66M | 3.62% | +12,069+63.6% | Added |
| LVW Advisors, LLC | 30,976 | $5.65M | 1.13% | −605−1.9% | Reduced |
| Marshall & Sullivan Inc | 30,895 | $5.63M | 3.41% | +180+0.6% | Added |
| Peoples Financial Services Corp. | 30,794 | $5.61M | 2.62% | −287−0.9% | Reduced |
| Allworth Financial LP | 30,791 | $5.61M | 0.06% | −148−0.5% | Reduced |
| Empowered Funds, LLC | 30,781 | $5.61M | 0.33% | −3,694−10.7% | Reduced |
| High Net Worth Advisory Group LLC | 30,770 | $5.61M | 2.29% | −660−2.1% | Reduced |
| Horrell Capital Management, Inc. | 30,764 | $5.61M | 1.75% | +184+0.6% | Added |
| Mendel Money Management | 30,701 | $5.60M | 3.02% | −746−2.4% | Reduced |
| Trust Co of Oklahoma | 30,640 | $5.59M | 2.19% | −2,133−6.5% | Reduced |
| Roberts Glore & Co Inc | 30,575 | $5.57M | 1.86% | −33−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 30,573 | $5.57M | 0.74% | +2,532+9.0% | Added |
| SS&H Financial Advisors, Inc. | 30,568 | $5.57M | 2.55% | +369+1.2% | Added |
| WESPAC Advisors SoCal, LLC | 30,538 | $5.57M | 1.92% | +725+2.4% | Added |
| NewEdge Wealth, LLC | 30,533 | $5.57M | 0.21% | +1,975+6.9% | Added |
| Exencial Wealth Advisors, LLC | 30,494 | $5.56M | 0.29% | +707+2.4% | Added |
| Charter Research & Investment Group, Inc. | 30,432 | $5.55M | 4.86% | −243−0.8% | Reduced |
| Reliant Investment Management, LLC | 30,430 | $5.55M | 3.50% | −2,715−8.2% | Reduced |
| King Wealth | 30,409 | $5.54M | 1.22% | +481+1.6% | Added |
| Abn Amro Investment Solutions | 30,388 | $5.54M | 0.11% | +30,388 | New |
| Adams Asset Advisors, LLC | 30,355 | $5.53M | 0.74% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 30,328 | $5.53M | 1.61% | +103+0.3% | Added |
| Bernzott Capital Advisors | 30,194 | $5.50M | 1.14% | −5,930−16.4% | Reduced |
| AIA Group Ltd | 29,967 | $5.46M | 0.30% | −142−0.5% | Reduced |
| Kidder Stephen W | 29,927 | $5.46M | 1.90% | −350−1.2% | Reduced |
| Fundamentun, LLC | 29,840 | $5.44M | 0.92% | +36+0.1% | Added |
| Foyston, Gordon, & Payne Inc | 29,801 | $5.43M | 1.46% | −602−2.0% | Reduced |
| Rossmore Private Capital | 29,718 | $5.42M | 0.85% | −589−1.9% | Reduced |
| Lincoln National Corp | 29,672 | $5.41M | 0.11% | −370−1.2% | Reduced |
| WMS Partners, LLC | 29,668 | $5.41M | 0.47% | +93+0.3% | Added |
| Grimes & Company, Inc. | 29,620 | $5.40M | 0.22% | +1,871+6.7% | Added |
| Capital Analysts, LLC | 29,617 | $5.40M | 0.31% | +473+1.6% | Added |
| Investment Management of Virginia LLC | 29,569 | $5.39M | 1.02% | −71−0.2% | Reduced |
| Journey Advisory Group, LLC | 29,517 | $5.38M | 0.85% | −419−1.4% | Reduced |
| Stone Point Wealth LLC | 29,432 | $5.37M | 2.39% | −460−1.5% | Reduced |
| AMG National Trust Bank | 29,428 | $5.36M | 0.19% | +511+1.8% | Added |
| Cardinal Capital Management | 29,345 | $5.35M | 1.11% | +87+0.3% | Added |
| QV Investors Inc. | 29,295 | $5.34M | 0.50% | −1,580−5.1% | Reduced |
| Hall Capital Management Co Inc | 29,283 | $5.34M | 3.17% | +89+0.3% | Added |
| Peterson Wealth Management | 29,246 | $5.33M | 5.10% | +2,675+10.1% | Added |
| Fruth Investment Management | 29,099 | $5.30M | 1.53% | −36−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,075 | $5.30M | 0.72% | −1,641−5.3% | Reduced |
| HBK Sorce Advisory LLC | 29,039 | $5.29M | 0.24% | −28,715−49.7% | Reduced |
| Boston Research & Management Inc | 29,025 | $5.29M | 1.58% | +279+1.0% | Added |
| Opus Investment Management Inc | 29,000 | $5.29M | 1.91% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 28,999 | $5.29M | 1.47% | −370−1.3% | Reduced |