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 |
|---|---|---|---|---|---|
| Peninsula Asset Management Inc | 24,297 | $4.43M | 2.77% | −210−0.9% | Reduced |
| Hodges Capital Management Inc. | 22,115 | $4.42M | 0.36% | −1,369−5.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 24,228 | $4.42M | 0.26% | +24,228 | New |
| Kesler, Norman & Wride, LLC | 24,184 | $4.41M | 1.11% | −701−2.8% | Reduced |
| Legacy Advisors, LLC | 24,150 | $4.40M | 0.81% | +2,396+11.0% | Added |
| Full Sail Capital, LLC | 24,117 | $4.40M | 0.40% | −13,384−35.7% | Reduced |
| Spring Capital Management, LLC | 24,074 | $4.39M | 3.53% | −13−0.1% | Reduced |
| Empire Financial Management Company, LLC | 24,003 | $4.38M | 1.78% | +24,003 | New |
| SeaTown Holdings Pte. Ltd. | 24,000 | $4.38M | 0.60% | +24,000 | New |
| Plancorp, LLC | 23,954 | $4.37M | 0.25% | −165−0.7% | Reduced |
| Guardian Capital LP | 23,941 | $4.36M | 0.14% | −1,416−5.6% | Reduced |
| Verdence Capital Advisors LLC | 23,829 | $4.34M | 0.53% | +3,109+15.0% | Added |
| RNC Capital Management LLC | 23,789 | $4.34M | 0.24% | −1,792−7.0% | Reduced |
| DuPont Capital Management Corp | 23,778 | $4.33M | 0.21% | −5,739−19.4% | Reduced |
| Addison Capital Co | 23,750 | $4.33M | 3.26% | −36−0.2% | Reduced |
| Benson Investment Management Company, Inc. | 23,750 | $4.33M | 2.48% | −75−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 23,743 | $4.33M | 0.13% | +23,583+14,739.4% | Added |
| Pegasus Partners Ltd. | 23,739 | $4.33M | 0.68% | −375−1.6% | Reduced |
| NovaPoint Capital, LLC | 23,737 | $4.33M | 1.77% | +585+2.5% | Added |
| Security National Bank | 23,733 | $4.33M | 1.15% | −1,759−6.9% | Reduced |
| Pictet North America Advisors SA | 23,675 | $4.32M | 0.70% | −503−2.1% | Reduced |
| Geneos Wealth Management Inc. | 23,672 | $4.32M | 0.26% | −3,662−13.4% | Reduced |
| Hayek Kallen Investment Management | 23,615 | $4.30M | 1.95% | −156−0.7% | Reduced |
| Proequities, Inc. | 23,614 | $4.30M | 0.33% | +304+1.3% | Added |
| PFG Advisors | 23,609 | $4.30M | 0.36% | −66−0.3% | Reduced |
| Chatham Capital Group, Inc. | 23,587 | $4.30M | 0.96% | −785−3.2% | Reduced |
| United Capital Management of KS, Inc. | 23,559 | $4.29M | 1.60% | +662+2.9% | Added |
| Walleye Capital LLC | 23,553 | $4.29M | 0.09% | +11,903+102.2% | Added |
| Harbour Investments, Inc. | 23,548 | $4.29M | 0.23% | +1,825+8.4% | Added |
| Avidian Wealth Solutions, LLC | 23,542 | $4.29M | 0.24% | −26−0.1% | Reduced |
| Tectonic Advisors LLC | 23,506 | $4.29M | 0.59% | +3,297+16.3% | Added |
| Procyon Private Wealth Partners, LLC | 23,498 | $4.28M | 0.71% | −328−1.4% | Reduced |
| Bayesian Capital Management, LP | 23,400 | $4.27M | 0.53% | +21,338+1,034.8% | Added |
| Virginia Wealth Management Group, Inc. | 23,399 | $4.27M | 2.93% | +384+1.7% | Added |
| Schulhoff & Co Inc | 23,380 | $4.26M | 1.98% | +50.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,315 | $4.25M | 2.83% | +975+4.4% | Added |
| Broderick Brian C | 23,255 | $4.24M | 1.19% | +40+0.2% | Added |
| Bank of New Hampshire | 23,211 | $4.23M | 1.27% | −597−2.5% | Reduced |
| Beach Investment Counsel Inc | 23,145 | $4.22M | 0.56% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 23,095 | $4.21M | 2.56% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 23,089 | $4.21M | 0.44% | +328+1.4% | Added |
| Naples Global Advisors, LLC | 23,030 | $4.20M | 0.52% | −655−2.8% | Reduced |
| Mission Wealth Management, LP | 23,022 | $4.20M | 0.18% | −678−2.9% | Reduced |
| Comerica Securities,inc. | 22,989 | $4.19M | 0.30% | +10,741+87.7% | Added |
| Regal Investment Advisors LLC | 22,981 | $4.19M | 0.37% | +2,211+10.6% | Added |
| Northeast Financial Consultants Inc | 22,935 | $4.18M | 0.27% | −80.0% | Reduced |
| BCM Advisors, LLC | 21,759 | $4.17M | 1.13% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 22,816 | $4.16M | 1.29% | +22,816 | New |
| B & T Capital Management DBA Alpha Capital Management | 23,022 | $4.16M | 1.04% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 22,814 | $4.16M | 1.92% | +108+0.5% | Added |
| Brighton Jones LLC | 22,803 | $4.16M | 0.24% | +297+1.3% | Added |
| Cumberland Partners Ltd | 22,800 | $4.16M | 0.41% | −18,130−44.3% | Reduced |
| Martin Capital Partners, LLC | 22,783 | $4.15M | 1.73% | +572+2.6% | Added |
| Coastal Bridge Advisors, LLC | 22,715 | $4.14M | 1.05% | −326−1.4% | Reduced |
| Beck Mack & Oliver LLC | 22,662 | $4.13M | 0.12% | −70−0.3% | Reduced |
| Sumitomo Life Insurance Co | 22,631 | $4.13M | 0.35% | −520−2.2% | Reduced |
| Builder Investment Group Inc | 22,568 | $4.11M | 1.79% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 22,565 | $4.11M | 0.56% | +85+0.4% | Added |
| Bill Few Associates, Inc. | 22,486 | $4.10M | 2.28% | +126+0.6% | Added |
| Crescent Sterling, Ltd. | 22,484 | $4.10M | 3.98% | +1,204+5.7% | Added |
| Integrated Advisors Network LLC | 22,470 | $4.10M | 0.25% | +89+0.4% | Added |
| Texas Yale Capital Corp. | 22,383 | $4.08M | 0.21% | −90−0.4% | Reduced |
| Adirondack Trust Co | 22,300 | $4.07M | 2.06% | −72−0.3% | Reduced |
| Inscription Capital, LLC | 22,241 | $4.05M | 1.07% | +102+0.5% | Added |
| Harbor Investment Advisory, LLC | 22,199 | $4.05M | 0.60% | −322−1.4% | Reduced |
| Delta Capital Management LLC | 22,130 | $4.03M | 2.84% | −35−0.2% | Reduced |
| Assetmark, Inc | 22,064 | $4.02M | 0.02% | +2,205+11.1% | Added |
| Peloton Wealth Strategists | 22,012 | $4.01M | 1.83% | 00.0% | Unchanged |
| Notis-McConarty Edward | 21,922 | $4.00M | 1.59% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 21,893 | $3.99M | 0.18% | +667+3.1% | Added |
| Ledyard National Bank | 21,869 | $3.99M | 0.46% | −1,053−4.6% | Reduced |
| Capital Insight Partners, LLC | 21,840 | $3.98M | 0.94% | −2,199−9.1% | Reduced |
| Global Retirement Partners, LLC | 20,682 | $3.97M | 0.21% | +1,841+9.8% | Added |
| HRT Financial LP | 21,795 | $3.97M | 0.05% | +21,795 | New |
| Boit C F David | 21,500 | $3.97M | 2.71% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 21,691 | $3.95M | 1.73% | +97+0.4% | Added |
| Bangor Savings Bank | 21,657 | $3.95M | 0.47% | −652−2.9% | Reduced |
| Capital Asset Advisory Services LLC | 21,652 | $3.95M | 0.29% | +792+3.8% | Added |
| Twin Capital Management Inc | 21,643 | $3.95M | 0.54% | −5,190−19.3% | Reduced |
| Investmark Advisory Group LLC | 21,575 | $3.93M | 2.89% | +1,010+4.9% | Added |
| Riverbridge Partners LLC | 21,531 | $3.93M | 0.06% | −428−1.9% | Reduced |
| Garrison Asset Management, LLC | 21,525 | $3.92M | 2.43% | +53+0.2% | Added |
| Financial Advisory Partners, LLC | 21,498 | $3.92M | 1.55% | −125−0.6% | Reduced |
| Donaldson Capital Management, LLC | 21,405 | $3.90M | 0.18% | −798−3.6% | Reduced |
| Gladstone Institutional Advisory LLC | 21,378 | $3.90M | 0.25% | −4,815−18.4% | Reduced |
| V Wealth Advisors LLC | 21,348 | $3.89M | 0.73% | +867+4.2% | Added |
| Jag Capital Management, LLC | 21,286 | $3.88M | 0.50% | −991−4.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 21,273 | $3.88M | 2.79% | +29+0.1% | Added |
| Shakespeare Wealth Management, Inc. | 21,256 | $3.88M | 1.38% | +60.0% | Added |
| Bristlecone Advisors, LLC | 21,240 | $3.87M | 0.42% | +45+0.2% | Added |
| Smith Shellnut Wilson LLC | 21,184 | $3.86M | 2.35% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 21,151 | $3.86M | 0.24% | −2,279−9.7% | Reduced |
| Stratos Wealth Advisors, LLC | 21,121 | $3.85M | 0.30% | −148−0.7% | Reduced |
| Heritage Trust Co | 21,100 | $3.85M | 0.60% | +180+0.9% | Added |
| Monument Capital Management | 21,058 | $3.84M | 1.28% | +11,584+122.3% | Added |
| Asio Capital, LLC | 21,040 | $3.84M | 1.00% | +788+3.9% | Added |
| GPS Wealth Strategies Group, LLC | 20,999 | $3.83M | 0.79% | +803+4.0% | Added |
| Physicians Financial Services, Inc. | 20,997 | $3.83M | 1.62% | +100+0.5% | Added |
| Waldron Private Wealth LLC | 20,942 | $3.82M | 0.19% | −74−0.4% | Reduced |
| Watchman Group, Inc. | 20,916 | $3.81M | 1.99% | −275−1.3% | Reduced |