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, Q2 2023
Institutional positions in PepsiCo Inc as of Jun 30, 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
- 3,215
- +66 vs. Q1 2023
- Shares held
- 1.00B
- −59.4M (−5.6%) vs. Q1 2023
- Total value
- $185.4B
- +$2.58B (+1.4%) vs. Q1 2023
- New holders
- 159
- 1,270 more added
- Sold out
- 93
- 1,386 more reduced
26 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 7,392 | $1.37M | 0.44% | +215+3.0% | Added |
| World Equity Group, Inc. | 7,389 | $1.37M | 0.40% | −80,762−91.6% | Reduced |
| Nomura Holdings Inc | 7,357 | $1.36M | 0.01% | −4,099−35.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 7,352 | $1.36M | 0.15% | −637−8.0% | Reduced |
| Continuum Advisory, LLC | 7,352 | $1.36M | 0.22% | +234+3.3% | Added |
| PKO Investment Management Joint-Stock Co | 7,326 | $1.36M | 0.17% | +7,326 | New |
| Fukoku Mutual Life Insurance Co | 7,320 | $1.36M | 0.13% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 7,308 | $1.35M | 0.66% | +6+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,299 | $1.35M | 0.25% | +255+3.6% | Added |
| Bank of Nova Scotia Trust Co | 7,297 | $1.35M | 0.14% | +76+1.1% | Added |
| Alterity Financial Group, LLC | 7,297 | $1.35M | 1.95% | −76−1.0% | Reduced |
| Tobam | 7,286 | $1.35M | 0.10% | −61−0.8% | Reduced |
| Davidson Trust Co | 7,288 | $1.35M | 0.98% | −53−0.7% | Reduced |
| Old Mission Investment Co LLC | 7,279 | $1.35M | 0.50% | −5−0.1% | Reduced |
| Powers Advisory Group, LLC | 7,274 | $1.35M | 0.89% | +29+0.4% | Added |
| Somerset Group LLC | 7,250 | $1.34M | 1.12% | 00.0% | Unchanged |
| Foster Group, Inc. | 7,249 | $1.34M | 0.08% | +540+8.0% | Added |
| Hudock, Inc. | 7,248 | $1.34M | 0.32% | +466+6.9% | Added |
| Brasada Capital Management, LP | 7,239 | $1.34M | 0.29% | −499−6.4% | Reduced |
| PBMares Wealth Management LLC | 7,231 | $1.34M | 0.48% | −202−2.7% | Reduced |
| Tilt Investment Management Holdings, PBC | 7,193 | $1.33M | 0.88% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,188 | $1.33M | 0.36% | +107+1.5% | Added |
| Midwest Professional Planners, LTD. | 7,183 | $1.33M | 0.58% | +1,241+20.9% | Added |
| Zullo Investment Group, Inc. | 7,160 | $1.33M | 0.76% | −153−2.1% | Reduced |
| Virtue Capital Management, LLC | 7,091 | $1.32M | 0.23% | +145+2.1% | Added |
| Legacy Private Trust Co. | 7,126 | $1.32M | 0.11% | +1,971+38.2% | Added |
| Glassman Wealth Services | 7,079 | $1.31M | 0.21% | −467−6.2% | Reduced |
| Phoenix Wealth Advisors | 7,074 | $1.31M | 0.76% | −17−0.2% | Reduced |
| Boothbay Fund Management, LLC | 7,065 | $1.31M | 0.05% | −262−3.6% | Reduced |
| Summit Asset Management, LLC | 7,062 | $1.31M | 0.34% | +38+0.5% | Added |
| Optimum Investment Advisors | 7,041 | $1.30M | 0.64% | −100−1.4% | Reduced |
| Foster & Motley Inc | 7,033 | $1.30M | 0.10% | −9−0.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,033 | $1.30M | 0.39% | +1,369+24.2% | Added |
| LCM Capital Management Inc | 7,021 | $1.30M | 1.06% | +95+1.4% | Added |
| Cross Staff Investments Inc | 7,020 | $1.30M | 1.19% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 7,005 | $1.30M | 0.80% | −1,193−14.6% | Reduced |
| Callan Capital, LLC | 7,003 | $1.30M | 0.14% | +37+0.5% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.30M | 0.47% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 6,816 | $1.30M | 0.25% | −541−7.4% | Reduced |
| Resurgent Financial Advisors LLC | 6,994 | $1.30M | 0.86% | −24−0.3% | Reduced |
| American National Bank | 6,986 | $1.29M | 0.22% | +129+1.9% | Added |
| Tempus Wealth Planning, LLC | 6,985 | $1.29M | 0.58% | −2,118−23.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,975 | $1.29M | 0.29% | +634+10.0% | Added |
| Madden Securities Corp | 6,970 | $1.29M | 0.66% | −581−7.7% | Reduced |
| Van Hulzen Asset Management, LLC | 6,971 | $1.29M | 0.11% | −96−1.4% | Reduced |
| Hoey Investments, Inc | 6,964 | $1.29M | 0.43% | −2,031−22.6% | Reduced |
| JT Stratford LLC | 6,956 | $1.29M | 0.35% | +1,304+23.1% | Added |
| Quad-Cities Investment Group, LLC | 6,944 | $1.29M | 0.84% | +20.0% | Added |
| Edgemoor Investment Advisors, Inc. | 6,941 | $1.29M | 0.15% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 6,937 | $1.28M | 0.84% | −141−2.0% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,927 | $1.28M | 0.55% | −9−0.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,918 | $1.28M | 0.74% | −30.0% | Reduced |
| DF Dent & Co Inc | 6,908 | $1.28M | 0.02% | −359−4.9% | Reduced |
| 1620 Investment Advisors, Inc. | 6,896 | $1.28M | 1.45% | −32−0.5% | Reduced |
| Meritage Portfolio Management | 6,893 | $1.28M | 0.09% | +65+1.0% | Added |
| One Capital Management, LLC | 6,894 | $1.28M | 0.06% | −697−9.2% | Reduced |
| Nadler Financial Group, Inc. | 6,890 | $1.28M | 0.19% | −325−4.5% | Reduced |
| Birch Capital Management, LLC | 6,878 | $1.27M | 0.77% | −844−10.9% | Reduced |
| IVC Wealth Advisors LLC | 6,871 | $1.27M | 0.81% | −62−0.9% | Reduced |
| Global Trust Asset Management, LLC | 6,867 | $1.27M | 0.57% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,854 | $1.27M | 0.05% | −8,285−54.7% | Reduced |
| Apella Capital, LLC | 6,849 | $1.27M | 0.09% | +6,849 | New |
| VERITY Wealth Advisors | 6,836 | $1.27M | 1.14% | 00.0% | Unchanged |
| Geller Advisors LLC | 6,830 | $1.27M | 0.16% | +1,287+23.2% | Added |
| Richwood Investment Advisors, LLC | 6,826 | $1.26M | 1.23% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 6,812 | $1.26M | 0.41% | −46−0.7% | Reduced |
| Greatmark Investment Partners, Inc. | 6,808 | $1.26M | 0.21% | −450−6.2% | Reduced |
| Clough Capital Partners L P | 6,800 | $1.26M | 0.13% | 00.0% | Unchanged |
| Westmount Partners, LLC | 6,788 | $1.26M | 0.55% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,776 | $1.26M | 0.23% | +1,942+40.2% | Added |
| Elgethun Capital Management | 6,772 | $1.25M | 0.38% | −46−0.7% | Reduced |
| Rosenbaum Jay D. | 6,765 | $1.25M | 2.01% | +412+6.5% | Added |
| SignalPoint Asset Management, LLC | 6,763 | $1.25M | 0.38% | +176+2.7% | Added |
| MB, Levis & Associates, LLC | 6,738 | $1.25M | 0.80% | +16+0.2% | Added |
| Ellenbecker Investment Group | 6,730 | $1.25M | 0.31% | +8+0.1% | Added |
| ABLE Financial Group, LLC | 6,711 | $1.24M | 0.64% | +589+9.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,675 | $1.24M | 0.51% | −257−3.7% | Reduced |
| Heartland Bank & Trust Co | 6,674 | $1.24M | 0.97% | −369−5.2% | Reduced |
| UMA Financial Services, Inc. | 6,657 | $1.24M | 0.31% | +24+0.4% | Added |
| MJP Associates Inc | 6,658 | $1.23M | 0.41% | −484−6.8% | Reduced |
| MEMBERS Trust Co | 6,650 | $1.23M | 0.04% | +6,650 | New |
| Roman Butler Fullerton & Co | 6,601 | $1.23M | 0.56% | +692+11.7% | Added |
| First City Capital Management, Inc. | 6,638 | $1.23M | 0.73% | −35−0.5% | Reduced |
| Alta Wealth Advisors LLC | 6,634 | $1.23M | 0.72% | −65−1.0% | Reduced |
| Gradient Investments LLC | 6,633 | $1.23M | 0.03% | +35+0.5% | Added |
| Adamsbrown Wealth Consultants LLC | 6,633 | $1.23M | 0.65% | −13−0.2% | Reduced |
| Strategy Asset Managers LLC | 6,587 | $1.22M | 0.27% | +297+4.7% | Added |
| Prossimo Advisors, LLC | 6,583 | $1.22M | 1.17% | +6,583 | New |
| Windsor Group LTD | 6,575 | $1.22M | 0.22% | 00.0% | Unchanged |
| RFP Financial Group LLC | 6,574 | $1.22M | 0.50% | +6,508+9,860.6% | Added |
| Core Wealth Partners LLC | 6,558 | $1.21M | 1.12% | −201−3.0% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 6,540 | $1.21M | 0.25% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 6,500 | $1.20M | 0.68% | 00.0% | Unchanged |
| Optas, LLC | 6,495 | $1.20M | 0.40% | +191+3.0% | Added |
| Oak Harbor Wealth Partners, LLC | 6,484 | $1.20M | 0.41% | +4+0.1% | Added |
| First Commonwealth Financial Corp | 6,480 | $1.20M | 0.39% | −441−6.4% | Reduced |
| Brown Capital Management LLC | 6,470 | $1.20M | 0.02% | −30−0.5% | Reduced |
| KWB Wealth | 6,466 | $1.20M | 0.19% | +203+3.2% | Added |
| Doheny Asset Management | 6,464 | $1.20M | 1.03% | −75−1.1% | Reduced |
| Winthrop Advisory Group LLC | 6,447 | $1.19M | 0.19% | +211+3.4% | Added |