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, 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
- 3,194
- +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
- 1,243 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 6,695 | $1.13M | 0.90% | +21+0.3% | Added |
| Adamsbrown Wealth Consultants LLC | 6,710 | $1.14M | 0.56% | +77+1.2% | Added |
| Shulman DeMeo Asset Management LLC | 6,711 | $1.14M | 0.38% | −322−4.6% | Reduced |
| RWM Asset Management, LLC | 6,711 | $1.14M | 0.23% | −105−1.5% | Reduced |
| Lifeworks Advisors, LLC | 6,722 | $1.14M | 0.44% | +1,233+22.5% | Added |
| Foster & Motley Inc | 6,727 | $1.14M | 0.09% | −306−4.4% | Reduced |
| MB, Levis & Associates, LLC | 6,744 | $1.14M | 0.74% | +6+0.1% | Added |
| Ellenbecker Investment Group | 6,747 | $1.14M | 0.30% | +17+0.3% | Added |
| Tobam | 6,788 | $1.15M | 0.09% | −498−6.8% | Reduced |
| Westmount Partners, LLC | 6,792 | $1.15M | 0.51% | +4+0.1% | Added |
| JT Stratford LLC | 6,799 | $1.15M | 0.30% | −157−2.3% | Reduced |
| Clough Capital Partners L P | 6,800 | $1.15M | 0.12% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 6,806 | $1.15M | 0.83% | −709−9.4% | Reduced |
| Redmond Asset Management, LLC | 6,811 | $1.15M | 0.41% | −10.0% | Reduced |
| Nadler Financial Group, Inc. | 6,816 | $1.15M | 0.17% | −74−1.1% | Reduced |
| Elgethun Capital Management | 6,850 | $1.16M | 0.35% | +78+1.2% | Added |
| VERITY Wealth Advisors | 6,836 | $1.16M | 1.09% | 00.0% | Unchanged |
| Foster Group, Inc. | 6,838 | $1.16M | 0.07% | −411−5.7% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 6,848 | $1.16M | 0.75% | −157−2.2% | Reduced |
| 1620 Investment Advisors, Inc. | 6,851 | $1.16M | 1.35% | −45−0.7% | Reduced |
| IVC Wealth Advisors LLC | 6,862 | $1.16M | 0.78% | −9−0.1% | Reduced |
| Richwood Investment Advisors, LLC | 6,864 | $1.16M | 1.19% | +38+0.6% | Added |
| SignalPoint Asset Management, LLC | 6,865 | $1.16M | 0.37% | +102+1.5% | Added |
| Ground Swell Capital, LLC | 6,871 | $1.16M | 1.96% | +6,871 | New |
| Birch Capital Management, LLC | 6,878 | $1.17M | 0.74% | 00.0% | Unchanged |
| Apella Capital, LLC | 6,893 | $1.17M | 0.08% | +44+0.6% | Added |
| Meritage Portfolio Management | 6,899 | $1.17M | 0.09% | +6+0.1% | Added |
| DF Dent & Co Inc | 6,903 | $1.17M | 0.02% | −5−0.1% | Reduced |
| Madden Securities Corp | 6,913 | $1.17M | 0.66% | −57−0.8% | Reduced |
| Global Trust Asset Management, LLC | 6,917 | $1.17M | 0.56% | +50+0.7% | Added |
| Wells Trecaso Financial Group, LLC | 6,926 | $1.17M | 0.52% | −10.0% | Reduced |
| Carl P. Sherr & Co., LLC | 6,937 | $1.18M | 0.80% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 6,960 | $1.18M | 0.79% | +16+0.2% | Added |
| KPP Advisory Services LLC | 6,967 | $1.18M | 0.39% | +6,967 | New |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.19M | 0.45% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 7,015 | $1.19M | 0.60% | +30+0.4% | Added |
| Cross Staff Investments Inc | 7,020 | $1.19M | 1.16% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 7,025 | $1.19M | 1.47% | +3,956+128.9% | Added |
| Optimum Investment Advisors | 7,042 | $1.19M | 0.61% | +10.0% | Added |
| ABLE Financial Group, LLC | 7,043 | $1.19M | 0.60% | +332+4.9% | Added |
| Summit Asset Management, LLC | 7,050 | $1.19M | 0.32% | −12−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 7,062 | $1.20M | 0.15% | −290−3.9% | Reduced |
| KWB Wealth | 6,466 | $1.20M | 0.19% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 7,076 | $1.20M | 0.82% | +82+1.2% | Added |
| Fukoku Mutual Life Insurance Co | 7,089 | $1.20M | 0.11% | −231−3.2% | Reduced |
| Altfest L J & Co Inc | 7,102 | $1.20M | 0.19% | −2,360−24.9% | Reduced |
| Phoenix Wealth Advisors | 7,118 | $1.21M | 0.71% | +44+0.6% | Added |
| PBMares Wealth Management LLC | 7,131 | $1.21M | 0.44% | −100−1.4% | Reduced |
| Nomura Holdings Inc | 7,134 | $1.21M | 0.01% | −223−3.0% | Reduced |
| Verus Capital Partners, LLC | 7,138 | $1.21M | 0.17% | +744+11.6% | Added |
| Edgemoor Investment Advisors, Inc. | 7,141 | $1.21M | 0.14% | +200+2.9% | Added |
| MQS Management LLC | 7,144 | $1.21M | 0.74% | +2,359+49.3% | Added |
| Mountain Pacific Investment Advisers Inc | 7,148 | $1.21M | 0.08% | −410−5.4% | Reduced |
| Sentry LLC | 7,151 | $1.21M | 0.26% | −390−5.2% | Reduced |
| Tilt Investment Management Holdings, PBC | 7,193 | $1.22M | 0.87% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 7,201 | $1.22M | 0.83% | −73−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 7,205 | $1.22M | 0.43% | −730−9.2% | Reduced |
| Shepherd Financial Partners LLC | 7,207 | $1.22M | 0.19% | +1,853+34.6% | Added |
| Old Port Advisors | 7,209 | $1.22M | 0.44% | +7,209 | New |
| Van Hulzen Asset Management, LLC | 7,227 | $1.23M | 0.09% | +256+3.7% | Added |
| Somerset Group LLC | 7,250 | $1.23M | 1.16% | 00.0% | Unchanged |
| Hudock, Inc. | 7,253 | $1.23M | 0.29% | +5+0.1% | Added |
| CRA Financial Services, LLC | 7,294 | $1.24M | 0.34% | +106+1.5% | Added |
| Insight Advisors, LLC | 7,335 | $1.24M | 0.28% | −658−8.2% | Reduced |
| Hudson Value Partners, LLC | 7,339 | $1.24M | 0.65% | −100−1.3% | Reduced |
| LCM Capital Management Inc | 7,346 | $1.24M | 1.02% | +325+4.6% | Added |
| Miracle Mile Advisors, LLC | 7,361 | $1.25M | 0.04% | −403−5.2% | Reduced |
| Arkadios Wealth Advisors | 7,391 | $1.25M | 0.12% | +1,965+36.2% | Added |
| Proquility Private Wealth Partners, LLC | 7,407 | $1.26M | 0.51% | −39−0.5% | Reduced |
| Zullo Investment Group, Inc. | 7,410 | $1.26M | 0.74% | +250+3.5% | Added |
| Carmichael Hill & Associates, Inc. | 7,411 | $1.26M | 0.62% | +10.0% | Added |
| Engineers Gate Manager LP | 7,414 | $1.26M | 0.05% | +7,414 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 7,431 | $1.26M | 0.66% | −92−1.2% | Reduced |
| Davidson Trust Co | 7,437 | $1.26M | 0.93% | +149+2.0% | Added |
| Jeppson Wealth Management, LLC | 7,453 | $1.26M | 0.58% | −930−11.1% | Reduced |
| Continuum Advisory, LLC | 7,461 | $1.26M | 0.20% | +109+1.5% | Added |
| Chilton Capital Management LLC | 7,466 | $1.27M | 0.07% | −225−2.9% | Reduced |
| Bank of Nova Scotia Trust Co | 7,483 | $1.27M | 0.15% | +186+2.5% | Added |
| Acima Private Wealth, LLC | 7,484 | $1.27M | 0.56% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 7,491 | $1.27M | 1.12% | −525−6.5% | Reduced |
| Davis-Rea Ltd. | 7,497 | $1.27M | 0.69% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,515 | $1.27M | 0.03% | +882+13.3% | Added |
| Regatta Capital Group, LLC | 7,527 | $1.28M | 0.40% | −24−0.3% | Reduced |
| MTM Investment Management, LLC | 7,532 | $1.28M | 0.64% | +224+3.1% | Added |
| Mill Capital Management, LLC | 7,547 | $1.28M | 0.13% | −340−4.3% | Reduced |
| First Dallas Securities Inc. | 7,555 | $1.28M | 0.29% | +3,948+109.5% | Added |
| Lederer & Associates Investment Counsel | 7,580 | $1.28M | 1.02% | −193−2.5% | Reduced |
| Kowal Investment Group, LLC | 7,605 | $1.29M | 0.35% | −572−7.0% | Reduced |
| Everhart Financial Group, Inc. | 7,621 | $1.29M | 0.55% | +66+0.9% | Added |
| Peachtree Investment Partners, LLC | 7,624 | $1.29M | 0.66% | −554−6.8% | Reduced |
| Live Oak Private Wealth LLC | 7,663 | $1.30M | 0.28% | −30−0.4% | Reduced |
| Monterey Private Wealth, Inc. | 7,665 | $1.30M | 0.65% | +16+0.2% | Added |
| Advisor OS, LLC | 7,668 | $1.30M | 0.19% | −2,936−27.7% | Reduced |
| Old Mission Investment Co LLC | 7,683 | $1.30M | 0.51% | +404+5.6% | Added |
| Stony Point Wealth Management Inc. | 8,069 | $1.30M | 0.68% | −303−3.6% | Reduced |
| Penserra Capital Management LLC | 7,706 | $1.30M | 0.03% | −1,221−13.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,731 | $1.31M | 0.02% | −137−1.7% | Reduced |
| Coastal Investment Advisors, Inc. | 7,095 | $1.31M | 0.30% | −305−4.1% | Reduced |
| Page Arthur B | 7,775 | $1.32M | 1.37% | −50−0.6% | Reduced |
| Patron Partners Advisors, LLC | 7,775 | $1.32M | 0.97% | +39+0.5% | Added |