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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 17,386 | $3.17M | 0.65% | −1,197−6.4% | Reduced |
| Sentinel Trust Co Lba | 17,382 | $3.17M | 0.45% | +17,382 | New |
| Stonegate Investment Group, LLC | 17,307 | $3.16M | 0.12% | +7,183+71.0% | Added |
| ARS Investment Partners, LLC | 17,286 | $3.15M | 0.38% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 17,273 | $3.15M | 1.03% | −2,658−13.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 17,266 | $3.15M | 1.20% | −364−2.1% | Reduced |
| Kavar Capital Partners Group, LLC | 17,248 | $3.14M | 0.68% | +435+2.6% | Added |
| Vickerman Investment Advisors, Inc. | 17,237 | $3.14M | 1.24% | −60−0.3% | Reduced |
| Csenge Advisory Group | 17,230 | $3.14M | 0.23% | +1,105+6.9% | Added |
| Independent Financial Group, LLC | 17,223 | $3.14M | 0.25% | +4,978+40.7% | Added |
| Newman Dignan & Sheerar, Inc. | 17,186 | $3.13M | 1.01% | −199−1.1% | Reduced |
| Valley National Advisers Inc | 16,869 | $3.13M | 0.55% | −260−1.5% | Reduced |
| StoneX Group Inc. | 17,149 | $3.13M | 0.34% | +2,956+20.8% | Added |
| Howard Financial Services, Ltd. | 17,133 | $3.12M | 0.76% | +182+1.1% | Added |
| United Asset Strategies, Inc. | 17,114 | $3.12M | 0.41% | +280+1.7% | Added |
| Basepoint Wealth LLC | 17,090 | $3.12M | 2.60% | +316+1.9% | Added |
| Smith, Moore & Co. | 17,084 | $3.11M | 0.42% | +70+0.4% | Added |
| Members Capital Advisors Inc | 17,069 | $3.11M | 2.25% | 00.0% | Unchanged |
| Mount Lucas Management LP | 17,056 | $3.11M | 1.06% | +693+4.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 16,998 | $3.10M | 2.33% | +16,998 | New |
| Lincoln Capital LLC | 16,951 | $3.09M | 0.85% | +140+0.8% | Added |
| Delta Financial Advisors LLC | 16,920 | $3.08M | 1.49% | −104−0.6% | Reduced |
| Perigon Wealth Management, LLC | 16,906 | $3.08M | 0.18% | +2,939+21.0% | Added |
| Brookmont Capital Management | 16,863 | $3.07M | 1.93% | −21−0.1% | Reduced |
| Jacobi Capital Management LLC | 16,804 | $3.06M | 0.36% | −45−0.3% | Reduced |
| RFG Advisory, LLC | 16,776 | $3.06M | 0.15% | +26+0.2% | Added |
| Cigna Investments Inc | 16,761 | $3.06M | 0.61% | −297−1.7% | Reduced |
| Athena Investment Management | 16,758 | $3.05M | 2.20% | −10−0.1% | Reduced |
| Fulton Bank, N.A. | 16,748 | $3.05M | 0.16% | +67+0.4% | Added |
| Fund Management at Engine No. 1 LLC | 16,705 | $3.05M | 0.61% | +1,539+10.1% | Added |
| Romano Brothers and Company | 16,641 | $3.03M | 0.47% | +295+1.8% | Added |
| Edge Capital Group, LLC | 16,594 | $3.03M | 0.19% | +5,821+54.0% | Added |
| Lee Danner & Bass Inc | 16,498 | $3.01M | 0.28% | −21−0.1% | Reduced |
| CM Wealth Advisors LLC | 15,911 | $3.00M | 0.58% | +10,641+201.9% | Added |
| Ronald Blue Trust, Inc. | 16,570 | $2.99M | 0.05% | −3,167−16.0% | Reduced |
| Cohen Lawrence B | 16,403 | $2.99M | 2.01% | −3,318−16.8% | Reduced |
| Nvest Financial, LLC | 16,387 | $2.99M | 3.11% | +807+5.2% | Added |
| Northstar Asset Management LLC | 16,349 | $2.98M | 0.88% | +362+2.3% | Added |
| Moseley Investment Management Inc | 16,342 | $2.98M | 1.93% | +723+4.6% | Added |
| Johnson Financial Group, Inc. | 16,339 | $2.98M | 0.21% | +1,328+8.8% | Added |
| Chapin Davis, Inc. | 16,324 | $2.98M | 1.54% | +2,267+16.1% | Added |
| Trustco Bank Corp N Y | 16,250 | $2.96M | 3.25% | +240+1.5% | Added |
| Investment Advisory Services Inc | 16,230 | $2.96M | 1.46% | +139+0.9% | Added |
| Pensionfund Sabic | 16,200 | $2.95M | 1.03% | −1,500−8.5% | Reduced |
| Inlet Private Wealth, LLC | 16,140 | $2.94M | 0.77% | −130−0.8% | Reduced |
| Citadel Investment Advisory, Inc. | 16,121 | $2.94M | 2.00% | −200−1.2% | Reduced |
| Valmark Advisers, Inc. | 16,084 | $2.93M | 0.06% | +496+3.2% | Added |
| Silphium Asset Management Ltd | 16,050 | $2.93M | 2.47% | +7,700+92.2% | Added |
| Templeton & Phillips Capital Management, LLC | 16,037 | $2.92M | 3.06% | −250−1.5% | Reduced |
| L.M. Kohn & Company | 16,036 | $2.92M | 1.21% | −372−2.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 16,022 | $2.92M | 1.09% | +734+4.8% | Added |
| TBH Global Asset Management, LLC | 16,021 | $2.92M | 0.62% | +363+2.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 15,944 | $2.91M | 0.68% | +1,200+8.1% | Added |
| AllGen Financial Advisors, Inc. | 15,937 | $2.91M | 2.03% | −204−1.3% | Reduced |
| STF Management LP | 15,936 | $2.91M | 1.96% | +6,751+73.5% | Added |
| Eads & Heald Wealth Management | 15,936 | $2.90M | 1.44% | −147−0.9% | Reduced |
| Clarius Group, LLC | 15,929 | $2.90M | 0.25% | −781−4.7% | Reduced |
| Decatur Capital Management, Inc. | 15,912 | $2.90M | 2.19% | −3,024−16.0% | Reduced |
| Mather Group, LLC. | 15,866 | $2.89M | 0.05% | +7,199+83.1% | Added |
| Graybill Bartz & Assoc Ltd | 15,843 | $2.89M | 1.47% | −71−0.4% | Reduced |
| Aries Wealth Management | 15,818 | $2.88M | 1.18% | −319−2.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,778 | $2.88M | 0.25% | +1,294+8.9% | Added |
| Ameritas Advisory Services, LLC | 15,460 | $2.85M | 0.14% | −3,492−18.4% | Reduced |
| Covington Investment Advisors Inc. | 15,574 | $2.84M | 0.62% | +2,085+15.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,460 | $2.82M | 1.41% | −73−0.5% | Reduced |
| Centre Asset Management, LLC | 15,399 | $2.81M | 0.68% | +216+1.4% | Added |
| BerganKDV Wealth Management, LLC | 15,357 | $2.80M | 0.29% | +4,135+36.8% | Added |
| Thoroughbred Financial Services, LLC | 15,344 | $2.80M | 0.41% | −413−2.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,330 | $2.79M | 0.19% | +343+2.3% | Added |
| Checchi Capital Advisers, LLC | 15,328 | $2.79M | 0.27% | −385−2.5% | Reduced |
| LCNB Corp | 15,311 | $2.79M | 1.26% | −101−0.7% | Reduced |
| VeraBank, N.A. | 15,286 | $2.79M | 1.30% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 15,286 | $2.79M | 0.23% | −31−0.2% | Reduced |
| Selway Asset Management | 15,280 | $2.79M | 1.34% | +285+1.9% | Added |
| Intrua Financial, LLC | 14,198 | $2.78M | 0.58% | +8,761+161.1% | Added |
| Viewpoint Capital Management LLC | 15,237 | $2.78M | 2.49% | −582−3.7% | Reduced |
| Excalibur Management Corp | 15,201 | $2.77M | 1.44% | −112−0.7% | Reduced |
| Jupiter Wealth Management LLC | 15,200 | $2.77M | 2.55% | +1,200+8.6% | Added |
| Arete Wealth Advisors, LLC | 15,196 | $2.77M | 0.23% | +545+3.7% | Added |
| Mystic Asset Management, Inc. | 15,168 | $2.77M | 1.53% | −150−1.0% | Reduced |
| Group One Trading, L.P. | 15,139 | $2.76M | 0.13% | −60,687−80.0% | Reduced |
| Caxton Associates LP | 15,118 | $2.76M | 0.44% | +5,187+52.2% | Added |
| Laidlaw Wealth Management LLC | 15,101 | $2.75M | 0.56% | +110+0.7% | Added |
| Graypoint LLC | 15,086 | $2.75M | 0.30% | +6,911+84.5% | Added |
| SFMG, LLC | 15,040 | $2.74M | 0.30% | +26+0.2% | Added |
| Duff & Phelps Investment Management Co | 15,027 | $2.74M | 0.03% | +300+2.0% | Added |
| Wintrust Investments LLC | 15,013 | $2.74M | 0.35% | +1,355+9.9% | Added |
| First United Bank Trust | 15,001 | $2.73M | 1.28% | −243−1.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.73M | 0.82% | 00.0% | Unchanged |
| CX Institutional | 14,949 | $2.73M | 0.15% | +2,557+20.6% | Added |
| Stillwater Investment Management, LLC | 14,956 | $2.73M | 0.73% | −512−3.3% | Reduced |
| Outfitter Financial LLC | 14,951 | $2.73M | 2.45% | −275−1.8% | Reduced |
| Lindenwold Advisors | 14,949 | $2.73M | 1.69% | +246+1.7% | Added |
| Baldwin Investment Management, LLC | 14,929 | $2.72M | 0.48% | +552+3.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 14,928 | $2.72M | 1.45% | −299−2.0% | Reduced |
| Leelyn Smith, LLC | 14,863 | $2.71M | 0.69% | +305+2.1% | Added |
| E Fund Management Co., Ltd. | 14,832 | $2.70M | 0.20% | −922−5.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 14,831 | $2.70M | 0.61% | +8,898+150.0% | Added |
| CFO4Life Group, LLC | 14,786 | $2.70M | 0.61% | −230−1.5% | Reduced |
| Wambolt & Associates, LLC | 14,751 | $2.69M | 0.96% | +644+4.6% | Added |