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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 9,201 | $1.56M | 0.16% | +5,749+166.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 9,201 | $1.56M | 0.10% | +47+0.5% | Added |
| Mairs & Power Inc | 9,212 | $1.56M | 0.02% | −621−6.3% | Reduced |
| Symphony Financial, Ltd. Co. | 9,264 | $1.57M | 0.39% | −166−1.8% | Reduced |
| Alhambra Investment Partners LLC | 9,247 | $1.57M | 1.03% | 00.0% | Unchanged |
| Imprint Wealth LLC | 9,258 | $1.57M | 1.33% | −172−1.8% | Reduced |
| Valley Brook Capital Group | 9,276 | $1.57M | 1.55% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 9,278 | $1.57M | 0.48% | +610+7.0% | Added |
| Lake Street Financial LLC | 9,290 | $1.57M | 0.28% | +20+0.2% | Added |
| Blue Square Asset Management, LLC | 9,329 | $1.58M | 1.16% | −1,745−15.8% | Reduced |
| West Family Investments, Inc. | 9,335 | $1.58M | 0.55% | +105+1.1% | Added |
| Boothbay Fund Management, LLC | 9,364 | $1.59M | 0.06% | +2,299+32.5% | Added |
| J.W. Cole Advisors, Inc. | 9,378 | $1.59M | 0.12% | −40.0% | Reduced |
| WealthShield Partners, LLC | 9,383 | $1.59M | 0.24% | +122+1.3% | Added |
| Essex Investment Management Co LLC | 9,384 | $1.59M | 0.26% | −18,093−65.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 9,395 | $1.59M | 0.71% | +1,872+24.9% | Added |
| B&D White Capital Company, LLC | 9,400 | $1.59M | 0.59% | +9,400 | New |
| Northwest Bancshares, Inc. | 9,407 | $1.59M | 0.31% | +70+0.7% | Added |
| Paradigm Asset Management Co LLC | 9,411 | $1.59M | 0.45% | −400−4.1% | Reduced |
| Financial Advisory Group | 9,424 | $1.60M | 0.33% | −256−2.6% | Reduced |
| Campbell Newman Asset Management Inc | 9,454 | $1.60M | 0.15% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 9,466 | $1.60M | 0.10% | −7,147−43.0% | Reduced |
| Rockingstone Advisors LLC | 9,495 | $1.61M | 0.89% | +137+1.5% | Added |
| Hudson Canyon Capital Management | 9,594 | $1.63M | 1.33% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 9,601 | $1.63M | 1.85% | +8+0.1% | Added |
| Calamos Wealth Management LLC | 9,599 | $1.63M | 0.12% | +243+2.6% | Added |
| Etesian Wealth Advisors, Inc. | 9,623 | $1.63M | 1.10% | −431−4.3% | Reduced |
| Rogco, LP | 9,629 | $1.63M | 0.81% | +9,629 | New |
| Round Rock Advisors, LLC | 9,636 | $1.63M | 0.62% | 00.0% | Unchanged |
| Key Financial Inc | 9,641 | $1.63M | 0.55% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 9,662 | $1.64M | 0.97% | +815+9.2% | Added |
| Curi Capital | 9,664 | $1.64M | 0.25% | −918−8.7% | Reduced |
| Staley Capital Advisers Inc | 9,687 | $1.64M | 0.09% | +677+7.5% | Added |
| Lavaca Capital LLC | 9,689 | $1.64M | 0.59% | −4,294−30.7% | Reduced |
| Perennial Investment Advisors, LLC | 9,695 | $1.64M | 0.30% | +148+1.6% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 9,700 | $1.64M | 0.00% | +9,700 | New |
| Schaper Benz & Wise Investment Counsel Inc | 9,705 | $1.64M | 0.16% | 00.0% | Unchanged |
| Accredited Investors Inc. | 9,724 | $1.65M | 0.12% | −274−2.7% | Reduced |
| Paragon Private Wealth Management, LLC | 9,726 | $1.65M | 1.36% | +322+3.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,755 | $1.65M | 1.25% | −750−7.1% | Reduced |
| Aviance Capital Partners, LLC | 9,757 | $1.65M | 0.37% | +85+0.9% | Added |
| Union Savings Bank | 9,783 | $1.66M | 1.03% | +400+4.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 9,780 | $1.66M | 0.84% | +3,314+51.3% | Added |
| Atlas Private Wealth Management | 9,806 | $1.66M | 0.89% | +69+0.7% | Added |
| Mission Creek Capital Partners, Inc. | 9,894 | $1.68M | 0.56% | +313+3.3% | Added |
| STAR Financial Bank | 9,902 | $1.68M | 1.72% | +126+1.3% | Added |
| New England Research & Management, Inc. | 9,918 | $1.68M | 0.96% | +3,875+64.1% | Added |
| Columbia Trust Co 01012016 | 9,993 | $1.69M | 0.98% | +260+2.7% | Added |
| Legacy Trust | 10,024 | $1.70M | 0.49% | −570−5.4% | Reduced |
| Asset Advisors Investment Management, LLC | 10,039 | $1.70M | 0.23% | −200−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,058 | $1.70M | 0.35% | +2,759+37.8% | Added |
| Caldwell Sutter Capital, Inc. | 10,066 | $1.71M | 0.94% | +10.0% | Added |
| Founders Capital Management | 10,080 | $1.71M | 1.30% | −138−1.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 10,103 | $1.71M | 1.05% | +152+1.5% | Added |
| Center for Financial Planning, Inc. | 10,117 | $1.71M | 0.37% | −118−1.2% | Reduced |
| HGK Asset Management Inc | 10,140 | $1.72M | 0.56% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 10,121 | $1.72M | 0.03% | +2,021+25.0% | Added |
| Kovack Advisors, Inc. | 10,186 | $1.73M | 0.24% | −2,317−18.5% | Reduced |
| McRae Capital Management Inc | 10,193 | $1.73M | 0.51% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,196 | $1.73M | 0.62% | −2,024−16.6% | Reduced |
| Insigneo Advisory Services, LLC | 10,197 | $1.73M | 0.35% | +367+3.7% | Added |
| V-Square Quantitative Management LLC | 10,200 | $1.73M | 0.76% | +1,669+19.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 10,205 | $1.73M | 1.57% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 10,259 | $1.74M | 0.00% | −794,913−98.7% | Reduced |
| Canton Hathaway, LLC | 10,302 | $1.75M | 0.55% | +59+0.6% | Added |
| PFG Investments, LLC | 10,312 | $1.75M | 0.33% | +301+3.0% | Added |
| Alpha DNA Investment Management LLC | 10,325 | $1.75M | 1.12% | −123−1.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 10,331 | $1.75M | 0.51% | −122−1.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.75M | 0.81% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 10,364 | $1.76M | 0.15% | +6,071+141.4% | Added |
| Charles Schwab Trust Co | 10,391 | $1.76M | 0.20% | +5,152+98.3% | Added |
| Laidlaw Wealth Management LLC | 10,417 | $1.77M | 0.58% | −1,455−12.3% | Reduced |
| Vista Investment Management | 10,445 | $1.77M | 0.93% | +87+0.8% | Added |
| Guardian Investment Management | 10,460 | $1.77M | 1.62% | +30+0.3% | Added |
| Avitas Wealth Management LLC | 10,467 | $1.77M | 0.34% | −223−2.1% | Reduced |
| Ahl Investment Management, Inc. | 10,494 | $1.78M | 1.58% | 00.0% | Unchanged |
| Berkshire Bank | 10,495 | $1.78M | 0.51% | +314+3.1% | Added |
| Connecticut Wealth Management, LLC | 10,498 | $1.78M | 0.12% | +6,119+139.7% | Added |
| Westover Capital Advisors, LLC | 10,511 | $1.78M | 0.65% | −421−3.9% | Reduced |
| Schechter Investment Advisors, LLC | 10,524 | $1.78M | 0.17% | +442+4.4% | Added |
| Retirement Planning Co of New England, Inc. | 10,543 | $1.79M | 0.99% | +3,625+52.4% | Added |
| Zions Bancorporation, N.A. | 10,580 | $1.79M | 0.16% | −339−3.1% | Reduced |
| Dudley Capital Management, LLC | 10,612 | $1.80M | 1.26% | +577+5.7% | Added |
| Cadinha & Co LLC | 10,631 | $1.80M | 0.40% | +80+0.8% | Added |
| Archer Investment Corp | 10,641 | $1.80M | 0.63% | +834+8.5% | Added |
| Wolff Wiese Magana LLC | 10,677 | $1.81M | 1.47% | +243+2.3% | Added |
| Holderness Investments Co | 10,682 | $1.81M | 0.70% | +34+0.3% | Added |
| Deseret Mutual Benefit Administrators | 10,690 | $1.81M | 0.89% | −2,483−18.8% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 10,718 | $1.82M | 2.08% | −10−0.1% | Reduced |
| Orleans Capital Management Corp | 10,753 | $1.82M | 1.35% | +620+6.1% | Added |
| First Command Advisory Services, Inc. | 10,754 | $1.82M | 0.02% | +10,754 | New |
| Stevens Capital Management LP | 10,767 | $1.82M | 0.53% | −4,622−30.0% | Reduced |
| Echo Street Capital Management LLC | 10,783 | $1.83M | 0.02% | +6,698+164.0% | Added |
| NorthRock Partners, LLC | 10,808 | $1.83M | 0.19% | +237+2.2% | Added |
| TCG Advisory Services, LLC | 10,840 | $1.84M | 0.29% | +266+2.5% | Added |
| First County Bank | 10,842 | $1.84M | 0.96% | +616+6.0% | Added |
| Global Financial Private Client, LLC | 10,861 | $1.84M | 0.95% | −6−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 11,480 | $1.84M | 0.10% | +980+9.3% | Added |
| ISAM Funds (UK) Ltd | 10,857 | $1.84M | 1.16% | +10,857 | New |
| Ghe, LLC | 10,882 | $1.84M | 1.25% | −20.0% | Reduced |