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 |
|---|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC | 56,721 | $10.3M | 2.57% | −492−0.9% | Reduced |
| Cypress Asset Management Inc | 56,608 | $10.3M | 3.57% | −661−1.2% | Reduced |
| Wolverine Asset Management LLC | 56,476 | $10.3M | 0.18% | +12,919+29.7% | Added |
| GHP Investment Advisors, Inc. | 56,374 | $10.3M | 0.65% | +971+1.8% | Added |
| Endurance Wealth Management, Inc. | 56,317 | $10.3M | 1.46% | +442+0.8% | Added |
| Evoke Wealth, LLC | 56,102 | $10.2M | 0.37% | −685−1.2% | Reduced |
| Venture Visionary Partners LLC | 55,954 | $10.2M | 0.65% | +16,731+42.7% | Added |
| Old Point Trust & Financial Services N A | 55,835 | $10.2M | 4.45% | +225+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,833 | $10.2M | 0.12% | +24,802+79.9% | Added |
| GFS Advisors, LLC | 55,425 | $10.1M | 2.32% | −200−0.4% | Reduced |
| Courier Capital LLC | 55,423 | $10.1M | 1.12% | −865−1.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 55,084 | $10.0M | 0.43% | +3,234+6.2% | Added |
| Wedbush Securities Inc | 54,939 | $10.0M | 0.50% | −157−0.3% | Reduced |
| Ascent Group, LLC | 54,709 | $9.97M | 1.06% | +2,829+5.5% | Added |
| Intact Investment Management Inc. | 54,700 | $9.97M | 0.41% | +600+1.1% | Added |
| Landscape Capital Management, L.L.C. | 54,680 | $9.97M | 1.36% | +53,480+4,456.7% | Added |
| Strategic Advisors LLC | 54,654 | $9.96M | 2.02% | +88+0.2% | Added |
| KCM Investment Advisors LLC | 54,558 | $9.95M | 0.40% | +3,697+7.3% | Added |
| Polaris Wealth Advisory Group, LLC | 54,414 | $9.92M | 0.73% | +51,867+2,036.4% | Added |
| LaFleur & Godfrey LLC | 54,030 | $9.85M | 1.61% | −1,513−2.7% | Reduced |
| Camden National Bank | 53,913 | $9.83M | 1.99% | +41+0.1% | Added |
| Valeo Financial Advisors, LLC | 81,156 | $9.80M | 0.47% | +5,318+7.0% | Added |
| FineMark National Bank & Trust | 53,747 | $9.80M | 0.42% | −1,781−3.2% | Reduced |
| Diversified Trust Co | 53,571 | $9.77M | 0.38% | +8,743+19.5% | Added |
| First Nebraska Trust Co | 53,274 | $9.71M | 1.22% | −1,048−1.9% | Reduced |
| Osborne Partners Capital Management, LLC | 53,172 | $9.69M | 0.71% | +1,344+2.6% | Added |
| Executive Wealth Management, LLC | 53,134 | $9.69M | 1.07% | +2,093+4.1% | Added |
| Tompkins Financial Corp | 53,109 | $9.68M | 1.58% | −99−0.2% | Reduced |
| Novare Capital Management LLC | 52,903 | $9.64M | 1.10% | +898+1.7% | Added |
| Grand Jean Capital Management Inc | 52,786 | $9.62M | 3.70% | −214−0.4% | Reduced |
| South State Corp. | 52,709 | $9.61M | 0.89% | −1,265−2.3% | Reduced |
| Metis Global Partners, LLC | 52,489 | $9.57M | 0.61% | +13,988+36.3% | Added |
| Wetherby Asset Management Inc | 52,478 | $9.57M | 0.56% | −799−1.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 52,419 | $9.56M | 1.04% | −4,633−8.1% | Reduced |
| Parsons Capital Management Inc | 52,367 | $9.55M | 0.77% | −562−1.1% | Reduced |
| Hendley & Co Inc | 51,830 | $9.45M | 4.23% | −1,330−2.5% | Reduced |
| Kinneret Advisory, LLC | 51,828 | $9.45M | 1.22% | −2,784−5.1% | Reduced |
| Patten & Patten Inc | 51,687 | $9.42M | 0.83% | +1,807+3.6% | Added |
| EFG Asset Management (Americas) Corp. | 51,553 | $9.40M | 2.25% | −558−1.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 51,458 | $9.38M | 0.49% | −5,274−9.3% | Reduced |
| Mitchell Sinkler & Starr | 51,329 | $9.36M | 2.77% | +5,637+12.3% | Added |
| Alps Advisors Inc | 50,703 | $9.24M | 0.08% | −754−1.5% | Reduced |
| Private Capital Management LLC | 50,685 | $9.24M | 2.76% | +608+1.2% | Added |
| Headinvest, LLC | 50,599 | $9.22M | 2.02% | −1,385−2.7% | Reduced |
| Narwhal Capital Management | 50,522 | $9.21M | 1.15% | −6,396−11.2% | Reduced |
| Americana Partners, LLC | 50,502 | $9.21M | 1.45% | −192−0.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 50,474 | $9.20M | 0.24% | −750−1.5% | Reduced |
| Bragg Financial Advisors, Inc | 50,380 | $9.18M | 0.54% | +1,184+2.4% | Added |
| Toth Financial Advisory Corp | 49,949 | $9.11M | 1.42% | −532−1.1% | Reduced |
| Fisher Asset Management, LLC | 49,944 | $9.10M | 0.01% | −2,267−4.3% | Reduced |
| Kestra Private Wealth Services, LLC | 49,900 | $9.10M | 0.36% | +7,091+16.6% | Added |
| Private Asset Management Inc | 49,893 | $9.10M | 1.50% | +3,911+8.5% | Added |
| Greenwood Capital Associates LLC | 49,723 | $9.06M | 1.30% | −850−1.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 49,601 | $9.04M | 5.25% | −205−0.4% | Reduced |
| Mengis Capital Management, Inc. | 49,369 | $9.00M | 1.90% | −798−1.6% | Reduced |
| Banque Cantonale Vaudoise | 49,367 | $9.00M | 0.44% | −7,654−13.4% | Reduced |
| Stonebridge Capital Management Inc | 49,220 | $8.97M | 4.31% | −6,050−10.9% | Reduced |
| Renaissance Investment Group LLC | 49,131 | $8.96M | 2.51% | +881+1.8% | Added |
| Harvest Volatility Management LLC | 49,480 | $8.95M | 1.80% | −8,640−14.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 49,006 | $8.93M | 0.73% | −452−0.9% | Reduced |
| Fulcrum Capital LLC | 48,967 | $8.93M | 2.40% | −1,669−3.3% | Reduced |
| Webster Bank, N. A. | 48,915 | $8.92M | 1.16% | −866−1.7% | Reduced |
| Savant Capital, LLC | 48,914 | $8.92M | 0.17% | +1,349+2.8% | Added |
| Trust Co of Toledo NA | 48,885 | $8.91M | 1.59% | −254−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 48,811 | $8.90M | 1.24% | −865−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 48,667 | $8.87M | 0.64% | −349−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 48,654 | $8.87M | 0.95% | −146−0.3% | Reduced |
| Hutner Capital Management Inc | 48,587 | $8.86M | 5.39% | +291+0.6% | Added |
| Sigma Planning Corp | 48,334 | $8.81M | 0.29% | +442+0.9% | Added |
| Wills Financial Group, Inc. | 48,319 | $8.81M | 4.75% | +741+1.6% | Added |
| Alberta Investment Management Corp | 48,189 | $8.78M | 0.09% | −102,983−68.1% | Reduced |
| Westfield Capital Management Co LP | 48,158 | $8.78M | 0.06% | +6,133+14.6% | Added |
| First Citizens Bank & Trust Co | 48,150 | $8.78M | 0.18% | −4,996−9.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 48,109 | $8.77M | 0.22% | −1,365−2.8% | Reduced |
| First National Bank & Trust Co of Newtown | 47,760 | $8.71M | 1.93% | −1,050−2.2% | Reduced |
| Talbot Financial, LLC | 47,608 | $8.68M | 1.61% | +571+1.2% | Added |
| Allied Investment Advisors, LLC | 47,181 | $8.60M | 2.66% | +738+1.6% | Added |
| Foster Victor Wealth Advisors, LLC | 47,200 | $8.58M | 1.04% | +19,210+68.6% | Added |
| Richard Bernstein Advisors LLC | 46,697 | $8.51M | 0.18% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 46,601 | $8.50M | 0.20% | +6,442+16.0% | Added |
| Buckhead Capital Management LLC | 46,515 | $8.48M | 2.00% | −3,467−6.9% | Reduced |
| Hunter Associates Investment Management LLC | 46,460 | $8.47M | 1.81% | −236−0.5% | Reduced |
| Vinva Investment Management Ltd | 46,816 | $8.47M | 0.71% | +46,816 | New |
| Moneta Group Investment Advisors LLC | 46,249 | $8.43M | 0.20% | +271+0.6% | Added |
| Coldstream Capital Management Inc | 46,215 | $8.42M | 0.28% | +823+1.8% | Added |
| Ironwood Investment Counsel, LLC | 46,060 | $8.40M | 2.00% | −751−1.6% | Reduced |
| Taurus Asset Management, LLC | 46,050 | $8.39M | 1.03% | −50−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 45,758 | $8.34M | 0.35% | +1,865+4.2% | Added |
| Mayflower Financial Advisors, LLC | 45,639 | $8.32M | 1.09% | +206+0.5% | Added |
| Sawtooth Solutions, LLC | 45,585 | $8.31M | 0.22% | +29,799+188.8% | Added |
| Lockheed Martin Investment Management Co | 45,560 | $8.31M | 0.47% | −14,410−24.0% | Reduced |
| Iowa State Bank | 45,488 | $8.29M | 2.08% | −3,028−6.2% | Reduced |
| Caldwell Trust Co | 45,368 | $8.27M | 1.15% | +154+0.3% | Added |
| Artemis Investment Management LLP | 45,446 | $8.27M | 0.10% | +4,846+11.9% | Added |
| Oak Harvest Investment Services | 45,334 | $8.26M | 1.90% | +274+0.6% | Added |
| Searle & Co. | 43,210 | $8.25M | 2.70% | +18,360+73.9% | Added |
| Intrust Bank NA | 45,208 | $8.24M | 1.06% | −331−0.7% | Reduced |
| Moreno Evelyn V | 45,187 | $8.24M | 1.87% | +1,713+3.9% | Added |
| Whalerock Point Partners, LLC | 45,165 | $8.23M | 3.06% | +839+1.9% | Added |
| Papp L Roy & Associates | 45,025 | $8.21M | 1.11% | −3,155−6.5% | Reduced |