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 |
|---|---|---|---|---|---|
| Resource Consulting Group Inc | 7,808 | $1.32M | 0.26% | −301−3.7% | Reduced |
| Virtue Capital Management, LLC | 7,091 | $1.32M | 0.23% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 7,825 | $1.33M | 0.48% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 7,834 | $1.33M | 0.43% | +807+11.5% | Added |
| Ramirez Asset Management, Inc. | 7,838 | $1.33M | 0.29% | +7,838 | New |
| Ausdal Financial Partners, Inc. | 7,843 | $1.33M | 0.18% | −306−3.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,365 | $1.34M | 0.18% | −229−2.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,917 | $1.34M | 0.54% | +3,793+92.0% | Added |
| Northern Oak Wealth Management Inc | 7,927 | $1.34M | 0.17% | 00.0% | Unchanged |
| MCF Advisors LLC | 7,940 | $1.35M | 0.12% | +416+5.5% | Added |
| NVWM, LLC | 7,942 | $1.35M | 0.44% | +418+5.6% | Added |
| EverSource Wealth Advisors, LLC | 7,964 | $1.35M | 0.14% | −11−0.1% | Reduced |
| Goldstone Financial Group, LLC | 7,983 | $1.35M | 0.40% | +8+0.1% | Added |
| Sentry Investment Management LLC | 7,994 | $1.35M | 0.65% | −1,215−13.2% | Reduced |
| Widmann Financial Services, Inc. | 8,001 | $1.36M | 1.35% | +530+7.1% | Added |
| Fidelis Capital Partners, LLC | 8,019 | $1.36M | 0.46% | +346+4.5% | Added |
| Salomon & Ludwin, LLC | 8,020 | $1.36M | 0.14% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 8,028 | $1.36M | 0.01% | +46+0.6% | Added |
| Golden State Equity Partners | 8,031 | $1.36M | 0.38% | +489+6.5% | Added |
| Glassman Wealth Services | 8,035 | $1.36M | 0.22% | +956+13.5% | Added |
| Greylin Investment Mangement Inc | 8,035 | $1.36M | 0.24% | −800−9.1% | Reduced |
| Meitav Dash Investments Ltd | 8,182 | $1.37M | 0.02% | 00.0% | Unchanged |
| Kennedy Investment Group | 8,065 | $1.37M | 0.82% | +218+2.8% | Added |
| Founders Financial Alliance, LLC | 8,111 | $1.37M | 0.60% | −316−3.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 8,098 | $1.38M | 1.03% | −950−10.5% | Reduced |
| Knuff & Co LLC | 8,135 | $1.38M | 0.55% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 8,138 | $1.38M | 0.11% | −38−0.5% | Reduced |
| Cutler Group LP | 8,140 | $1.38M | 0.22% | +5,574+217.2% | Added |
| Smith Anglin Financial, LLC | 8,141 | $1.38M | 0.17% | +175+2.2% | Added |
| Aberdeen Wealth Management LLC | 8,150 | $1.38M | 1.04% | −44−0.5% | Reduced |
| Pacitti Group Inc. | 8,150 | $1.38M | 0.97% | +112+1.4% | Added |
| Loudon Investment Management, LLC | 8,158 | $1.38M | 0.95% | −221−2.6% | Reduced |
| PDS Planning, Inc | 8,159 | $1.38M | 0.18% | −119−1.4% | Reduced |
| Court Place Advisors, LLC | 8,200 | $1.39M | 0.49% | +10.0% | Added |
| Midwest Professional Planners, LTD. | 8,230 | $1.39M | 0.63% | +1,047+14.6% | Added |
| Gould Asset Management LLC | 8,236 | $1.40M | 0.39% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 8,240 | $1.40M | 0.10% | −582−6.6% | Reduced |
| Piscataqua Savings Bank | 8,256 | $1.40M | 1.22% | −43−0.5% | Reduced |
| Grove Bank & Trust | 8,260 | $1.40M | 0.29% | −202−2.4% | Reduced |
| ORG Partners LLC | 8,265 | $1.40M | 0.41% | −2,193−21.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 8,275 | $1.40M | 0.10% | −109−1.3% | Reduced |
| Delta Financial Group, Inc. | 8,317 | $1.41M | 0.49% | +8,317 | New |
| MSH Capital Advisors LLC | 8,318 | $1.41M | 0.55% | +69+0.8% | Added |
| ShankerValleau Wealth Advisors, Inc. | 8,329 | $1.41M | 0.79% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 8,337 | $1.41M | 0.10% | +316+3.9% | Added |
| CenterBook Partners LP | 8,337 | $1.41M | 0.18% | +4,464+115.3% | Added |
| Concord Asset Management, LLC | 8,377 | $1.42M | 0.48% | +2,591+44.8% | Added |
| My Legacy Advisors, LLC | 8,850 | $1.42M | 0.58% | −35−0.4% | Reduced |
| St. Johns Investment Management Company, LLC | 8,399 | $1.42M | 0.81% | −60−0.7% | Reduced |
| Signet Financial Management, LLC | 8,412 | $1.43M | 0.24% | +236+2.9% | Added |
| Oakworth Capital, Inc. | 8,421 | $1.43M | 0.13% | −508−5.7% | Reduced |
| Moser Wealth Advisors, LLC | 8,423 | $1.43M | 1.00% | +15+0.2% | Added |
| Great Lakes Retirement, Inc. | 8,429 | $1.43M | 0.26% | +131+1.6% | Added |
| Cambridge Advisors Inc. | 8,435 | $1.43M | 0.38% | −105−1.2% | Reduced |
| Summit Financial, LLC | 8,459 | $1.43M | 0.11% | +92+1.1% | Added |
| Vigilare Wealth Management | 8,477 | $1.44M | 0.92% | +16+0.2% | Added |
| Lionsbridge Wealth Management LLC | 8,485 | $1.44M | 1.36% | +61+0.7% | Added |
| CoreFirst Bank & Trust | 8,496 | $1.44M | 1.02% | −20−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 8,531 | $1.45M | 0.14% | +115+1.4% | Added |
| Glen Eagle Advisors, LLC | 8,553 | $1.45M | 0.34% | +644+8.1% | Added |
| Twelve Points Wealth Management LLC | 8,572 | $1.45M | 0.72% | +699+8.9% | Added |
| Cullen Capital Management LLC | 8,595 | $1.46M | 0.02% | −10−0.1% | Reduced |
| Argus Investors' Counsel, Inc. | 8,643 | $1.46M | 1.06% | −270−3.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 8,656 | $1.47M | 0.05% | −386−4.3% | Reduced |
| WNY Asset Management, LLC | 8,661 | $1.47M | 0.29% | +234+2.8% | Added |
| Beck Bode, LLC | 8,671 | $1.47M | 0.38% | +8,671 | New |
| Lodestar Private Asset Management LLC | 8,673 | $1.47M | 0.25% | −264−3.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,702 | $1.47M | 0.51% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 8,703 | $1.47M | 0.76% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 8,725 | $1.48M | 0.75% | −325−3.6% | Reduced |
| West Paces Advisors Inc. | 8,751 | $1.48M | 0.46% | −596−6.4% | Reduced |
| Greenfield Savings Bank | 8,761 | $1.48M | 0.93% | −20−0.2% | Reduced |
| Stockman Wealth Management, Inc. | 8,801 | $1.49M | 0.33% | +55+0.6% | Added |
| StrategIQ Financial Group, LLC | 8,807 | $1.49M | 0.17% | −195−2.2% | Reduced |
| Gratus Capital LLC | 8,821 | $1.49M | 0.10% | +1,124+14.6% | Added |
| Oxbow Advisors, LLC | 8,832 | $1.50M | 0.24% | −84−0.9% | Reduced |
| Marcum Wealth, LLC | 8,834 | $1.50M | 0.18% | +70+0.8% | Added |
| Cahaba Wealth Management, Inc. | 8,869 | $1.50M | 0.17% | −70−0.8% | Reduced |
| Acropolis Investment Management, LLC | 8,874 | $1.50M | 0.12% | −6,737−43.2% | Reduced |
| Main Street Financial Solutions, LLC | 8,877 | $1.50M | 0.21% | +122+1.4% | Added |
| Hilltop Holdings Inc. | 8,884 | $1.51M | 0.19% | +702+8.6% | Added |
| Kingfisher Capital LLC | 8,893 | $1.51M | 0.41% | +27+0.3% | Added |
| S.A. Mason LLC | 8,903 | $1.51M | 1.09% | +7+0.1% | Added |
| Abbot Financial Management, Inc. | 8,933 | $1.51M | 1.02% | −592−6.2% | Reduced |
| Sargent Investment Group, LLC | 8,944 | $1.52M | 0.37% | +553+6.6% | Added |
| Pflug Koory, LLC | 8,960 | $1.52M | 0.88% | +59+0.7% | Added |
| Monarch Capital Management Inc | 8,960 | $1.52M | 0.49% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 8,993 | $1.52M | 0.30% | +413+4.8% | Added |
| Mosaic Family Wealth Partners, LLC | 9,028 | $1.53M | 0.31% | +13+0.1% | Added |
| McNamara Financial Services, Inc. | 9,071 | $1.54M | 0.38% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 9,098 | $1.54M | 1.27% | +177+2.0% | Added |
| Himension Fund | 9,104 | $1.54M | 0.16% | +9,104 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,106 | $1.54M | 0.37% | −528−5.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 9,116 | $1.54M | 1.60% | +56+0.6% | Added |
| Change Path, LLC | 9,139 | $1.55M | 0.11% | −23,247−71.8% | Reduced |
| AIA Group Ltd | 9,147 | $1.55M | 0.08% | +5,881+180.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9,158 | $1.55M | 0.56% | +9,158 | New |
| Martin & Co Inc | 9,159 | $1.55M | 0.41% | +356+4.0% | Added |
| Blue Fin Capital, Inc. | 9,163 | $1.55M | 0.45% | +285+3.2% | Added |
| Eliot Finkel Investment Counsel, LLC | 9,200 | $1.56M | 1.05% | −50−0.5% | Reduced |