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 | 3,566 | $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, 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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 43,438 | $8.05M | 0.26% | +605+1.4% | Added |
| FRG Family Wealth Advisors LLC | 43,343 | $8.03M | 1.76% | +160+0.4% | Added |
| Empirical Finance, LLC | 43,330 | $8.03M | 0.62% | +4,739+12.3% | Added |
| Worldquant Millennium Advisors LLC | 43,212 | $8.00M | 0.14% | −106,576−71.2% | Reduced |
| Allworth Financial LP | 42,953 | $7.96M | 0.07% | +12,162+39.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 42,878 | $7.94M | 2.36% | +135+0.3% | Added |
| Fred Alger Management, LLC | 42,786 | $7.92M | 0.04% | −32−0.1% | Reduced |
| Harvest Volatility Management LLC | 42,445 | $7.86M | 1.58% | −7,035−14.2% | Reduced |
| Boston Financial Mangement LLC | 42,165 | $7.81M | 0.28% | −2,468−5.5% | Reduced |
| Ar Asset Management Inc | 42,009 | $7.78M | 2.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 41,981 | $7.78M | 0.43% | −17,735−29.7% | Reduced |
| Richard Bernstein Advisors LLC | 41,979 | $7.78M | 0.16% | −4,718−10.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 41,713 | $7.73M | 0.04% | −218,780−84.0% | Reduced |
| Stokes Family Office, LLC | 41,702 | $7.72M | 0.89% | +520+1.3% | Added |
| Community Bank & Trust, Waco, Texas | 41,675 | $7.72M | 2.32% | +35+0.1% | Added |
| Palisade Capital Management LLC | 41,672 | $7.72M | 0.21% | −411−1.0% | Reduced |
| Buckhead Capital Management LLC | 41,431 | $7.67M | 1.83% | −5,084−10.9% | Reduced |
| Van Strum & Towne Inc. | 41,358 | $7.66M | 3.17% | −75−0.2% | Reduced |
| Choate Investment Advisors | 41,169 | $7.63M | 0.32% | +6,808+19.8% | Added |
| Equitable Holdings, Inc. | 41,161 | $7.62M | 0.11% | +3,230+8.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 41,050 | $7.60M | 1.68% | +577+1.4% | Added |
| LMG Wealth Partners, LLC | 41,010 | $7.60M | 2.32% | +383+0.9% | Added |
| Private Asset Management Inc | 41,002 | $7.59M | 1.46% | −8,891−17.8% | Reduced |
| Vinva Investment Management Ltd | 41,298 | $7.59M | 0.66% | −5,518−11.8% | Reduced |
| Meridian Wealth Management, LLC | 40,953 | $7.59M | 0.64% | −1,585−3.7% | Reduced |
| Verity & Verity, LLC | 40,938 | $7.58M | 0.93% | −2,914−6.6% | Reduced |
| Howland Capital Management LLC | 40,871 | $7.57M | 0.43% | −345−0.8% | Reduced |
| Fiduciary Alliance LLC | 40,666 | $7.53M | 1.62% | +2,828+7.5% | Added |
| Davy Global Fund Management Ltd | 40,655 | $7.53M | 1.43% | +81+0.2% | Added |
| Resources Investment Advisors, LLC. | 40,570 | $7.51M | 0.17% | −6,031−12.9% | Reduced |
| JGP Wealth Management, LLC | 40,423 | $7.49M | 1.22% | +768+1.9% | Added |
| Lindbrook Capital, LLC | 40,410 | $7.48M | 0.80% | −1,117−2.7% | Reduced |
| Private Trust Co NA | 40,349 | $7.47M | 0.94% | −4,009−9.0% | Reduced |
| Capital Investment Advisors, LLC | 40,330 | $7.47M | 0.23% | −737−1.8% | Reduced |
| Sigma Planning Corp | 40,020 | $7.41M | 0.27% | −8,314−17.2% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $7.37M | 0.82% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 39,512 | $7.32M | 1.24% | −685−1.7% | Reduced |
| SeaCrest Wealth Management, LLC | 39,413 | $7.30M | 0.92% | −716−1.8% | Reduced |
| Intact Investment Management Inc. | 39,400 | $7.30M | 0.30% | −15,300−28.0% | Reduced |
| Buckingham Capital Management, Inc. | 39,278 | $7.28M | 1.08% | +691+1.8% | Added |
| NTV Asset Management LLC | 39,086 | $7.24M | 1.26% | −51−0.1% | Reduced |
| Private Wealth Partners, LLC | 38,987 | $7.22M | 0.66% | +176+0.5% | Added |
| SevenBridge Financial Group, LLC | 38,934 | $7.21M | 1.86% | −49−0.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 38,835 | $7.19M | 0.54% | −80.0% | Reduced |
| Quantinno Capital Management LP | 38,801 | $7.19M | 0.41% | +3,702+10.5% | Added |
| Motco | 38,780 | $7.18M | 0.47% | −1,137−2.8% | Reduced |
| Lountzis Asset Management, LLC | 39,099 | $7.18M | 3.96% | −970−2.4% | Reduced |
| Schnieders Capital Management LLC | 38,674 | $7.16M | 1.50% | −45−0.1% | Reduced |
| David Loasby | 38,034 | $7.10M | 0.78% | +5,399+16.5% | Added |
| South Dakota Investment Council | 38,168 | $7.07M | 0.15% | −2,200−5.4% | Reduced |
| Genus Capital Management Inc. | 38,135 | $7.06M | 1.04% | +38,135 | New |
| Pacific Global Investment Management CO | 38,006 | $7.04M | 1.45% | −660−1.7% | Reduced |
| Grassi Investment Management | 38,000 | $7.04M | 0.77% | −2,400−5.9% | Reduced |
| Mattern Capital Management, LLC | 37,831 | $7.01M | 1.14% | +1,050+2.9% | Added |
| BKD Wealth Advisors, LLC | 37,780 | $7.00M | 0.21% | +5,162+15.8% | Added |
| Citizens National Bank Trust Department | 37,709 | $6.98M | 1.85% | −90−0.2% | Reduced |
| Destination Wealth Management | 37,696 | $6.98M | 0.26% | −895−2.3% | Reduced |
| Pictet Bank & Trust Ltd | 37,548 | $6.95M | 5.68% | −1,520−3.9% | Reduced |
| Commonwealth Retirement Investments LLC | 37,509 | $6.95M | 3.87% | +658+1.8% | Added |
| Contravisory Investment Management, Inc. | 37,393 | $6.93M | 1.83% | +2,933+8.5% | Added |
| Hills Bank & Trust Co | 37,234 | $6.90M | 0.89% | −428−1.1% | Reduced |
| Empowered Funds, LLC | 37,053 | $6.86M | 0.24% | +6,272+20.4% | Added |
| EA Series Trust | 37,053 | $6.86M | 0.24% | +37,053 | New |
| Mondrian Investment Partners LTD | 36,768 | $6.81M | 0.14% | −21,179−36.5% | Reduced |
| Avantax Planning Partners, Inc. | 36,543 | $6.77M | 0.27% | −663−1.8% | Reduced |
| Albion Financial Group | 36,528 | $6.77M | 0.59% | +295+0.8% | Added |
| Jackson Hole Capital Partners, LLC | 36,416 | $6.74M | 1.85% | −1,156−3.1% | Reduced |
| Wolverine Trading, LLC | 36,491 | $6.71M | 0.09% | −136,378−78.9% | Reduced |
| Bridge Creek Capital Management LLC | 36,089 | $6.68M | 2.39% | −190−0.5% | Reduced |
| Ostrum Asset Management | 36,055 | $6.68M | 0.56% | −1,058−2.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 36,011 | $6.67M | 0.17% | +1,650+4.8% | Added |
| ClariVest Asset Management LLC | 35,994 | $6.67M | 0.33% | +35,994 | New |
| Perkins Coie Trust Co | 35,931 | $6.66M | 1.89% | −604−1.7% | Reduced |
| Whitener Capital Management, Inc. | 35,919 | $6.65M | 2.55% | +188+0.5% | Added |
| Stokes Capital Advisors, LLC | 35,720 | $6.62M | 2.23% | −32−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 35,636 | $6.60M | 1.08% | +1,740+5.1% | Added |
| Marietta Wealth Management, LLC | 35,604 | $6.59M | 1.24% | −35−0.1% | Reduced |
| Lafayette Investments, Inc. | 35,601 | $6.59M | 1.73% | −282−0.8% | Reduced |
| Trustmark National Bank Trust Department | 35,546 | $6.58M | 0.61% | −4,527−11.3% | Reduced |
| New Hampshire Trust | 35,509 | $6.58M | 1.71% | −144−0.4% | Reduced |
| Tufton Capital Management | 35,468 | $6.57M | 1.42% | −2,782−7.3% | Reduced |
| Dorchester Wealth Management Co | 35,437 | $6.56M | 1.33% | −80−0.2% | Reduced |
| Northwest & Ethical Investments L.P. | 35,256 | $6.53M | 0.21% | +569+1.6% | Added |
| Pavion Blue Capital, LLC | 35,247 | $6.53M | 3.81% | −153−0.4% | Reduced |
| Close Asset Management Ltd | 35,231 | $6.52M | 0.31% | +581+1.7% | Added |
| City Holding Co | 35,179 | $6.52M | 1.12% | +236+0.7% | Added |
| Coston, McIsaac & Partners | 35,139 | $6.51M | 2.24% | +516+1.5% | Added |
| Cypress Capital Group | 35,045 | $6.49M | 0.94% | −2,527−6.7% | Reduced |
| WealthPlan Investment Management, LLC | 34,985 | $6.48M | 1.93% | −36,753−51.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $6.48M | 1.95% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 34,910 | $6.47M | 2.21% | −378−1.1% | Reduced |
| Sowell Financial Services LLC | 34,877 | $6.46M | 0.36% | +8,207+30.8% | Added |
| Brady Family Wealth, LLC | 34,848 | $6.45M | 2.40% | −35−0.1% | Reduced |
| NewSquare Capital LLC | 34,834 | $6.45M | 0.67% | +1,868+5.7% | Added |
| Northcape Wealth Management, LLC | 34,633 | $6.41M | 2.31% | −1,063−3.0% | Reduced |
| Eastover Investment Advisors LLC | 34,628 | $6.41M | 3.42% | −302−0.9% | Reduced |
| Ci Investments Inc. | 34,624 | $6.41M | 0.03% | −321−0.9% | Reduced |
| American Trust | 34,493 | $6.39M | 0.44% | −406−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 34,339 | $6.36M | 0.46% | −1,484−4.1% | Reduced |
| Investment House LLC | 34,276 | $6.35M | 0.48% | −750−2.1% | Reduced |