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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Security National Bank of Sioux City Iowa | 10,894 | $1.85M | 1.44% | −485−4.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,384 | $1.85M | 0.86% | +93+0.8% | Added |
| JFS Wealth Advisors, LLC | 10,917 | $1.85M | 0.17% | −99−0.9% | Reduced |
| Delta Asset Management LLC | 11,019 | $1.87M | 0.19% | +10+0.1% | Added |
| Poehling Capital Management, LLC | 11,022 | $1.87M | 0.65% | +60+0.5% | Added |
| Insight Inv LLC | 11,640 | $1.87M | 2.07% | −270−2.3% | Reduced |
| Portside Wealth Group, LLC | 11,042 | $1.87M | 0.35% | +293+2.7% | Added |
| First Foundation Advisors | 11,077 | $1.88M | 0.09% | −1,563−12.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $1.88M | 0.71% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 11,104 | $1.88M | 0.23% | +585+5.6% | Added |
| Investment Partners, Ltd. | 11,106 | $1.88M | 0.99% | +3,010+37.2% | Added |
| Washington Trust Bank | 11,148 | $1.89M | 0.20% | +1,696+17.9% | Added |
| Ellsworth Advisors, LLC | 11,768 | $1.89M | 0.67% | −151−1.3% | Reduced |
| Banco de Sabadell, S.A | 11,188 | $1.90M | 1.65% | −135−1.2% | Reduced |
| Detalus Advisors, LLC | 11,225 | $1.90M | 0.89% | −195−1.7% | Reduced |
| Clean Yield Group | 11,785 | $1.92M | 0.85% | +828+7.6% | Added |
| PYA Waltman Capital, LLC | 11,318 | $1.92M | 0.81% | +2,845+33.6% | Added |
| Syon Capital LLC | 11,329 | $1.92M | 0.24% | +11,329 | New |
| Becker Capital Management Inc | 11,337 | $1.92M | 0.08% | +73+0.6% | Added |
| Bigelow Investment Advisors, LLC | 11,346 | $1.92M | 1.10% | 00.0% | Unchanged |
| IFG Advisory, LLC | 11,360 | $1.92M | 0.16% | +11,360 | New |
| Y-Intercept (Hong Kong) Ltd | 11,376 | $1.93M | 0.19% | +11,376 | New |
| Accel Wealth Management | 11,377 | $1.93M | 1.07% | +539+5.0% | Added |
| Norway Savings Bank | 11,403 | $1.93M | 0.95% | +685+6.4% | Added |
| Archford Capital Strategies, LLC | 11,427 | $1.94M | 0.39% | −400−3.4% | Reduced |
| Hoylecohen, LLC | 11,433 | $1.94M | 0.18% | +682+6.3% | Added |
| Chapin Davis, Inc. | 11,440 | $1.94M | 0.93% | −1,471−11.4% | Reduced |
| Perpetual Ltd | 11,445 | $1.94M | 0.02% | −337−2.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 11,482 | $1.95M | 0.99% | −484−4.0% | Reduced |
| Mach-1 Financial Group, Inc. | 11,502 | $1.95M | 0.82% | −50−0.4% | Reduced |
| KCS Wealth Advisory | 11,553 | $1.96M | 0.83% | −1,432−11.0% | Reduced |
| Angeles Wealth Management, LLC | 11,579 | $1.96M | 0.28% | +795+7.4% | Added |
| AdvisorNet Financial, Inc | 11,589 | $1.96M | 0.18% | −2,548−18.0% | Reduced |
| Eudaimonia Partners, LLC | 11,590 | $1.96M | 0.48% | +60+0.5% | Added |
| Dividend Assets Capital, LLC | 11,688 | $1.98M | 0.41% | −29−0.2% | Reduced |
| Forte Capital LLC | 11,710 | $1.98M | 0.31% | +61+0.5% | Added |
| West Branch Capital LLC | 11,735 | $1.99M | 1.04% | +14+0.1% | Added |
| Suncoast Equity Management | 11,772 | $1.99M | 0.30% | +1,953+19.9% | Added |
| Nilsine Partners, LLC | 11,796 | $2.00M | 0.30% | −122−1.0% | Reduced |
| Garrison Point Advisors, LLC | 11,805 | $2.00M | 1.55% | 00.0% | Unchanged |
| West Oak Capital, LLC | 11,809 | $2.00M | 0.99% | −73−0.6% | Reduced |
| Kennon-Green & Company, LLC | 11,810 | $2.00M | 1.99% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 11,828 | $2.00M | 0.25% | −123−1.0% | Reduced |
| Formidable Asset Management, LLC | 11,845 | $2.01M | 0.44% | +26+0.2% | Added |
| Jackson Square Capital, LLC | 11,848 | $2.01M | 0.81% | +200+1.7% | Added |
| Allred Capital Management, LLC | 11,863 | $2.01M | 1.00% | −166−1.4% | Reduced |
| SJS Investment Consulting Inc. | 11,885 | $2.01M | 0.51% | +209+1.8% | Added |
| CoreCap Advisors, LLC | 11,887 | $2.01M | 0.15% | +389+3.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,928 | $2.02M | 1.57% | −148−1.2% | Reduced |
| Hamel Associates, Inc. | 11,942 | $2.02M | 0.74% | +95+0.8% | Added |
| Oarsman Capital, Inc. | 11,948 | $2.02M | 0.85% | −77−0.6% | Reduced |
| Stonebridge Capital Advisors LLC | 11,997 | $2.03M | 0.22% | −404−3.3% | Reduced |
| Lantz Financial LLC | 12,064 | $2.04M | 0.81% | −233−1.9% | Reduced |
| Arbor Capital Management Inc | 12,723 | $2.05M | 1.82% | −82−0.6% | Reduced |
| Hemenway Trust Co LLC | 12,109 | $2.05M | 0.22% | +298+2.5% | Added |
| New England Asset Management Inc | 12,239 | $2.07M | 0.34% | −100−0.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 12,248 | $2.08M | 0.27% | +2,881+30.8% | Added |
| Little House Capital LLC | 12,261 | $2.08M | 0.85% | +4,551+59.0% | Added |
| StrongBox Wealth, LLC | 12,286 | $2.08M | 1.33% | +346+2.9% | Added |
| Elevated Capital Advisors, LLC | 12,302 | $2.08M | 0.71% | −780−6.0% | Reduced |
| Providence Wealth Advisors, LLC | 12,403 | $2.09M | 2.33% | +84+0.7% | Added |
| Cornerstone Wealth Management, LLC | 12,319 | $2.09M | 0.20% | +530+4.5% | Added |
| Dover Advisors, LLC | 12,340 | $2.09M | 2.12% | −10−0.1% | Reduced |
| Panoramic Investment Advisors, LLC | 12,342 | $2.09M | 1.92% | +12,342 | New |
| Scott & Selber, Inc. | 12,361 | $2.09M | 0.87% | −33−0.3% | Reduced |
| RKL Wealth Management LLC | 12,359 | $2.09M | 0.26% | −194−1.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 12,381 | $2.10M | 1.70% | −938−7.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 12,384 | $2.10M | 1.39% | +670+5.7% | Added |
| Summit Financial Group Inc | 12,442 | $2.10M | 0.88% | −235−1.9% | Reduced |
| Caliber Wealth Management, LLC | 12,401 | $2.10M | 1.41% | +1,309+11.8% | Added |
| Saxon Interests, Inc. | 12,401 | $2.10M | 1.41% | +12,401 | New |
| Means Investment Co., Inc. | 12,411 | $2.10M | 0.34% | −132−1.1% | Reduced |
| Sweet Financial Partners, LLC | 12,418 | $2.10M | 0.56% | +1,678+15.6% | Added |
| TCI Wealth Advisors, Inc. | 12,431 | $2.11M | 0.27% | +25+0.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,438 | $2.11M | 0.62% | +598+5.1% | Added |
| Seven Eight Capital, LP | 12,460 | $2.11M | 0.25% | +12,460 | New |
| Kathmere Capital Management, LLC | 12,495 | $2.12M | 0.31% | +1,408+12.7% | Added |
| Wisconsin Capital Management LLC | 12,510 | $2.12M | 1.40% | −25−0.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,514 | $2.12M | 0.05% | +12,514 | New |
| LGT Fund Management Co Ltd. | 12,550 | $2.12M | 1.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 31,450 | $2.13M | 0.29% | +1,592+5.3% | Added |
| Nixon Peabody Trust Co | 12,561 | $2.13M | 1.78% | +1,287+11.4% | Added |
| Independence Bank of Kentucky | 12,576 | $2.13M | 0.90% | −415−3.2% | Reduced |
| Naviter Wealth, LLC | 12,594 | $2.13M | 0.52% | +564+4.7% | Added |
| LSV Asset Management | 12,603 | $2.13M | 0.00% | 00.0% | Unchanged |
| IMS Capital Management | 12,613 | $2.14M | 1.28% | +65+0.5% | Added |
| Atlas Private Wealth Advisors | 12,630 | $2.14M | 0.40% | +1,630+14.8% | Added |
| Forum Financial Management, LP | 12,661 | $2.15M | 0.05% | −649−4.9% | Reduced |
| Meridian Wealth Advisors, LLC | 12,669 | $2.15M | 0.54% | −241−1.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,673 | $2.15M | 0.10% | +440+3.6% | Added |
| Jefferies Financial Group Inc. | 12,749 | $2.16M | 0.05% | +3,738+41.5% | Added |
| Baader Bank INC | 12,894 | $2.16M | 0.20% | −1,206−8.6% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 12,774 | $2.16M | 0.60% | +12,774 | New |
| Relyea Zuckerberg Hanson LLC | 12,786 | $2.17M | 0.49% | −392−3.0% | Reduced |
| Bedel Financial Consulting, Inc. | 12,790 | $2.17M | 0.44% | −32−0.2% | Reduced |
| Bedel Financial Consulting Inc | 12,790 | $2.17M | 0.44% | +12,790 | New |
| Montecito Bank & Trust | 12,795 | $2.17M | 0.51% | +510+4.2% | Added |
| Highlander Capital Management, LLC | 12,824 | $2.17M | 0.85% | +250+2.0% | Added |
| Magnus Financial Group LLC | 12,829 | $2.17M | 0.32% | +805+6.7% | Added |
| Lindenwold Advisors | 12,845 | $2.18M | 1.36% | +18+0.1% | Added |