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Livermore
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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; 3,420 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, Q3 2023

Institutional positions in PepsiCo Inc as of Sep 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
3,195
+15 vs. Q2 2023
Shares held
1.00B
+3.67M (+0.4%) vs. Q2 2023
Total value
$170.4B
−$14.6B (−7.9%) vs. Q2 2023
New holders
146
1,381 more added
Sold out
131
1,244 more reduced

36 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 3,195 institutions
Q1 2021: 2,719 institutionsQ2 2021: 2,760 institutionsQ3 2021: 2,741 institutionsQ4 2021: 3,040 institutionsQ1 2022: 3,031 institutionsQ2 2022: 3,018 institutionsQ3 2022: 3,009 institutionsQ4 2022: 3,198 institutionsQ1 2023: 3,176 institutionsQ2 2023: 3,216 institutionsQ3 2023: 3,195 institutionsQ4 2023: 3,348 institutionsQ1 2024: 3,371 institutionsQ2 2024: 3,331 institutionsQ3 2024: 3,353 institutionsQ4 2024: 3,484 institutionsQ1 2025: 3,430 institutionsQ2 2025: 3,329 institutionsQ3 2025: 3,321 institutionsQ4 2025: 3,518 institutionsQ1 2026: 3,566 institutionsQ2 2026: 3,420 institutions
Value heldQ3 2023: $170.4B
Q1 2021: $139.8BQ2 2021: $146.7BQ3 2021: $149.8BQ4 2021: $174.1BQ1 2022: $166.6BQ2 2022: $165.9BQ3 2022: $162.4BQ4 2022: $181.4BQ1 2023: $183.0BQ2 2023: $185.4BQ3 2023: $170.4BQ4 2023: $170.9BQ1 2024: $176.3BQ2 2024: $167.0BQ3 2024: $172.1BQ4 2024: $156.6BQ1 2025: $154.1BQ2 2025: $135.9BQ3 2025: $142.1BQ4 2025: $153.0BQ1 2026: $163.5BQ2 2026: $146.5B
Institutions holding PEP and their total value by quarter
QuarterHoldersValue
Q2 20263,420$146.5B
Q1 20263,566$163.5B
Q4 20253,518$153.0B
Q3 20253,321$142.1B
Q2 20253,329$135.9B
Q1 20253,430$154.1B
Q4 20243,484$156.6B
Q3 20243,353$172.1B
Q2 20243,331$167.0B
Q1 20243,371$176.3B
Q4 20233,348$170.9B
Q3 20233,195$170.4B
Q2 20233,216$185.4B
Q1 20233,176$183.0B
Q4 20223,198$181.4B
Q3 20223,009$162.4B
Q2 20223,018$165.9B
Q1 20223,031$166.6B
Q4 20213,040$174.1B
Q3 20212,741$149.8B
Q2 20212,760$146.7B
Q1 20212,719$139.8B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2023.

Institutions holding PEP in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CKW Financial Group1$00.00%+1New
Kessler Investment Group, LLC1$1690.00%00.0%Unchanged
State of Wyoming5$8470.00%+1+25.0%Added
LGT Financial Advisors LLC12$2.03K0.00%+12New
Horizons Wealth Management13$2.20K0.00%−38−74.5%Reduced
USA Financial Portformulas Corp17$2.88K0.00%−3−15.0%Reduced
HBC Financial Services, PLLC250$3.00K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC22$3.73K0.00%+22New
Cedar Wealth Management, LLC24$4.07K0.00%00.0%Unchanged
True Wealth Design, LLC25$4.24K0.00%00.0%Unchanged
Live Oak Investment Partners–$4.41K0.00%––
Iron Horse Wealth Management, LLC28$4.74K0.00%00.0%Unchanged
Highline Wealth Partners LLC29$4.91K0.00%00.0%Unchanged
Robbins Farley LLC33$5.59K0.00%+4+13.8%Added
Macroview Investment Management LLC35$5.93K0.01%+35New
PayPay Securities Corp20$6.04K0.29%00.0%Unchanged
Hibernia Wealth Partners, LLC41$6.95K0.01%+41New
West Financial Advisors, LLC41$6.95K0.00%+41New
Buck Wealth Strategies, LLC44$7.46K0.00%00.0%Unchanged
KB Financial Partners, LLC47$8.00K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC54$9.15K0.00%00.0%Unchanged
Robinson Value Management, Ltd.70$11.9K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.74$12.5K0.01%−62−45.6%Reduced
FSC Wealth Advisors, LLC78$13.2K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA87$14.7K0.01%+87New
Investment Research & Advisory Group, Inc.88$14.9K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.96$16.1K0.01%+96New
Fortis Group Advisors, LLC97$16.4K0.01%+97New
Delos Wealth Advisors, LLC95$16.9K0.02%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.100$16.9K0.01%00.0%Unchanged
Global Wealth Strategies & Associates100$16.9K0.01%00.0%Unchanged
Syntax Research, Inc.100$16.9K0.01%+100New
Bradley & Co. Private Wealth Management, LLC105$17.8K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC105$17.8K0.01%00.0%Unchanged
Clear Investment Research, LLC106$18.0K0.03%−1−0.9%Reduced
HWG Holdings LP110$18.6K0.01%−27−19.7%Reduced
Retirement Group, LLC111$18.8K0.01%+1+0.9%Added
Trivant Custom Portfolio Group, LLC118$20.0K0.01%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.118$20.0K0.00%+50+73.5%Added
Goodman Advisory Group, LLC120$20.3K0.01%00.0%Unchanged
Spotlight Asset Group, Inc.125$21.2K0.02%−20−13.8%Reduced
Family CFO Inc125$21.2K0.02%00.0%Unchanged
Halpern Financial, Inc.127$21.5K0.01%+97+323.3%Added
Bourgeon Capital Management LLC128$21.7K0.01%00.0%Unchanged
Horizon Bancorp Inc128$22.0K0.01%−99−43.6%Reduced
Sturgeon Ventures LLP140$23.7K0.03%00.0%Unchanged
Avion Wealth149$24.0K0.01%+4+2.8%Added
Maryland Capital Advisors Inc.145$24.6K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.149$25.2K0.01%+149New
PSI Advisors, LLC152$25.7K0.01%+12+8.6%Added
Red Tortoise LLC153$25.9K0.02%−7−4.4%Reduced
Altshuler Shaham Ltd155$26.3K0.00%−408−72.5%Reduced
Pacifica Partners Inc.167$26.7K0.01%+167New
Marshall Wace, LLP173$29.3K0.00%−2,301−93.0%Reduced
Antonetti Capital Management LLC175$29.7K0.05%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.177$30.0K0.02%−2−1.1%Reduced
Mendota Financial Group, LLC187$31.7K0.03%00.0%Unchanged
JCIC Asset Management Inc.195$33.0K0.02%00.0%Unchanged
Intrepid Capital Management Inc199$33.7K0.02%−100−33.4%Reduced
SkyView Investment Advisors, LLC202$34.0K0.01%−4,903−96.0%Reduced
RE Dickinson Investment Advisors, LLC209$35.0K0.02%−9−4.1%Reduced
Bromfield Sneider Wealth Advisors207$35.1K0.03%−110−34.7%Reduced
Trifecta Capital Advisors, LLC216$36.6K0.01%00.0%Unchanged
Team Financial Group, LLC227$38.8K0.03%+227New
Kepos Capital LP235$40.0K0.01%+11+4.9%Added
Cedar Mountain Advisors, LLC249$42.2K0.01%−135−35.2%Reduced
Morton Brown Family Wealth, LLC251$42.5K0.02%00.0%Unchanged
VitalStone Financial, LLC255$43.0K0.04%00.0%Unchanged
Lowe Wealth Advisors, LLC258$43.7K0.02%00.0%Unchanged
Pacific Center for Financial Services259$44.0K0.01%+1+0.4%Added
Financial Avengers, Inc.281$47.6K0.03%+2+0.7%Added
Rocky Mountain Advisers, LLC300$50.8K0.02%00.0%Unchanged
Raffa Wealth Management, LLC314$53.2K0.02%00.0%Unchanged
DecisionPoint Financial, LLC327$55.4K0.03%00.0%Unchanged
Evolution Advisers, Inc.342$57.0K0.04%00.0%Unchanged
Level Financial Advisors, Inc.339$57.4K0.03%00.0%Unchanged
Tfo-TDC, LLC314$58.2K0.01%+1+0.3%Added
Silicon Valley Capital Partners355$60.1K0.01%+3+0.9%Added
Nalls Sherbakoff Group, LLC369$62.5K0.06%00.0%Unchanged
First Pacific Financial392$66.4K0.03%−13−3.2%Reduced
DB Wealth Management Group, LLC401$67.9K0.04%+22+5.8%Added
Stone House Investment Management, LLC422$71.4K0.02%+3+0.7%Added
Ulland Investment Advisors, LLC428$73.0K0.08%00.0%Unchanged
Twin Tree Management, LP434$73.5K0.00%−105,811−99.6%Reduced
Clear Street Markets LLC448$76.0K0.05%−20−4.3%Reduced
Moisand Fitzgerald Tamayo, LLC454$77.0K0.02%00.0%Unchanged
Johnson Midwest Financial, LLC456$77.2K0.17%00.0%Unchanged
PFG Private Wealth Management, LLC460$77.9K0.06%−414−47.4%Reduced
Twin Lakes Capital Management, LLC489$82.9K0.06%00.0%Unchanged
Copeland Capital Management, LLC500$84.7K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC500$84.7K0.05%00.0%Unchanged
Ogorek Anthony Joseph506$85.0K0.03%00.0%Unchanged
Abound Wealth Management512$86.8K0.04%+43+9.2%Added
Covestor Ltd508$87.0K0.07%−10−1.9%Reduced
VisionPoint Advisory Group, LLC526$89.2K0.04%+142+37.0%Added
GeoWealth Management, LLC530$90.0K0.01%+426+409.6%Added
Creative Financial Designs Inc540$91.5K0.01%−3−0.6%Reduced
New Millennium Group LLC556$94.2K0.09%00.0%Unchanged
Byrne Asset Management LLC561$95.0K0.08%00.0%Unchanged
Kozak & Associates, Inc.599$96.1K0.04%+26+4.5%Added