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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,420 | $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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 569 | $96.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 591 | $100.1K | 0.08% | −5−0.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 604 | $102.3K | 0.01% | +46+8.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 608 | $103.0K | 0.06% | +2+0.3% | Added |
| Gleason Group, Inc. | 613 | $103.9K | 0.03% | +4+0.7% | Added |
| PrairieView Partners, LLC | 615 | $104.0K | 0.01% | −125−16.9% | Reduced |
| Briaud Financial Planning, Inc | 616 | $104.0K | 0.08% | +616 | New |
| Roble, Belko & Company, Inc | 621 | $105.0K | 0.02% | +21+3.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 626 | $106.1K | 0.08% | +1+0.2% | Added |
| Northwest Capital Management Inc | 648 | $109.8K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 652 | $110.5K | 0.03% | −71−9.8% | Reduced |
| Cornerstone Planning Group LLC | 662 | $112.2K | 0.04% | +160+31.9% | Added |
| Basso Capital Management, L.P. | 674 | $114.2K | 0.13% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 694 | $117.6K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 711 | $120.5K | 0.02% | +24+3.5% | Added |
| Cypress Capital Management LLC (WY) | 774 | $131.1K | 0.15% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 774 | $131.1K | 0.06% | +299+62.9% | Added |
| Virtus Investment Advisers, Inc. | 823 | $139.4K | 0.09% | −96−10.4% | Reduced |
| Bell Investment Advisors, Inc | 825 | $139.8K | 0.03% | +285+52.8% | Added |
| Emfo, LLC | 830 | $140.6K | 0.13% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 841 | $142.5K | 0.04% | +175+26.3% | Added |
| Newton One Investments LLC | 860 | $145.8K | 0.09% | +6+0.7% | Added |
| Ruedi Wealth Management, Inc. | 872 | $147.7K | 0.08% | +2+0.2% | Added |
| Winch Advisory Services, LLC | 883 | $150.0K | 0.06% | +5+0.6% | Added |
| Financial Freedom, LLC | 906 | $153.5K | 0.11% | +6+0.7% | Added |
| Hoertkorn Richard Charles | 930 | $157.6K | 0.08% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 951 | $161.1K | 0.11% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 953 | $161.5K | 0.17% | −62−6.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 966 | $163.7K | 0.02% | −89−8.4% | Reduced |
| J.Safra Asset Management Corp | 967 | $163.8K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 971 | $164.5K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 976 | $165.4K | 0.05% | +388+66.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 987 | $167.2K | 0.06% | +987 | New |
| PFS Partners, LLC | 999 | $169.3K | 0.15% | +7+0.7% | Added |
| New England Capital Financial Advisors LLC | 1,002 | $169.7K | 0.12% | +6+0.6% | Added |
| HighMark Wealth Management LLC | 1,007 | $170.7K | 0.14% | −78−7.2% | Reduced |
| Catalyst Capital Advisors LLC | 1,019 | $172.7K | 0.00% | +260+34.3% | Added |
| O'Brien Wealth Partners LLC | 1,047 | $177.4K | 0.05% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,068 | $181.0K | 0.09% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 1,089 | $184.5K | 0.17% | +1,089 | New |
| Aufman Associates Inc | 1,191 | $201.8K | 0.17% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,192 | $202.0K | 0.04% | +80+7.2% | Added |
| AlphaMark Advisors, LLC | 1,195 | $202.0K | 0.09% | 00.0% | Unchanged |
| Sonen Capital LLC | 1,194 | $202.3K | 0.40% | 00.0% | Unchanged |
| Investors Research Corp | 1,194 | $202.3K | 0.05% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,196 | $202.7K | 0.03% | −687−36.5% | Reduced |
| Consolidated Portfolio Review Corp | 1,199 | $203.1K | 0.05% | +46+4.0% | Added |
| Virginia National Bank | 1,200 | $203.3K | 0.93% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,200 | $203.3K | 0.21% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 1,200 | $203.3K | 0.13% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,200 | $203.3K | 0.23% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,200 | $203.4K | 0.11% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,204 | $203.7K | 0.04% | −16−1.3% | Reduced |
| IAG Wealth Partners, LLC | 1,202 | $203.7K | 0.06% | −145−10.8% | Reduced |
| GenTrust, LLC | 1,202 | $203.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 1,203 | $204.0K | 0.07% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,204 | $204.0K | 0.12% | +105+9.6% | Added |
| Conservest Capital Advisors, Inc. | 1,205 | $204.2K | 0.02% | −54−4.3% | Reduced |
| Bluesphere Advisors, LLC | 1,209 | $204.9K | 0.15% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,211 | $205.2K | 0.09% | +16+1.3% | Added |
| Avaii Wealth Management, LLC | 1,212 | $205.4K | 0.16% | +42+3.6% | Added |
| Marotta Asset Management | 1,213 | $205.5K | 0.05% | +85+7.5% | Added |
| Pin Oak Investment Advisors Inc | 1,220 | $207.0K | 0.23% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,225 | $207.6K | 0.28% | +2+0.2% | Added |
| Carl Stuart Investment Advisor, Inc | 1,229 | $208.0K | 0.17% | +17+1.4% | Added |
| Cascade Investment Group, Inc. | 1,228 | $208.1K | 0.20% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 1,284 | $208.4K | 0.08% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1,230 | $208.4K | 0.16% | +12+1.0% | Added |
| Sawyer & Company, Inc | 1,232 | $209.0K | 0.10% | −55−4.3% | Reduced |
| Flaharty Asset Management, LLC | 1,235 | $209.2K | 0.04% | +3+0.2% | Added |
| Paragon Capital Management LLC | 1,237 | $209.6K | 0.12% | −105−7.8% | Reduced |
| Pensionmark Financial Group, LLC | 1,237 | $209.6K | 0.04% | +1,237 | New |
| Warner Financial, Inc | 1,241 | $210.0K | 0.14% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 1,240 | $210.1K | 0.08% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 1,242 | $210.4K | 0.09% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,243 | $210.7K | 0.12% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,243 | $210.7K | 0.10% | +13+1.1% | Added |
| Lockerman Financial Group, Inc. | 1,247 | $211.3K | 0.57% | −9−0.7% | Reduced |
| Atlas Capital Advisors LLC | 1,249 | $211.6K | 0.03% | −518−29.3% | Reduced |
| Seldon Capital LP | 1,249 | $211.6K | 0.20% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,250 | $211.8K | 0.10% | +3+0.2% | Added |
| Diversified Portfolios, Inc. | 1,253 | $212.3K | 0.04% | 00.0% | Unchanged |
| Invst, LLC | 1,255 | $212.6K | 0.03% | +99+8.6% | Added |
| Selective Wealth Management, Inc. | 1,265 | $213.7K | 0.12% | −68−5.1% | Reduced |
| Sage Investment Advisers LLC | 1,262 | $213.8K | 0.29% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 1,263 | $214.0K | 0.09% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 1,265 | $214.3K | 0.18% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 1,266 | $214.5K | 0.07% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,267 | $214.7K | 0.03% | +1,267 | New |
| Arvest Trust Co N A | 1,270 | $215.2K | 0.01% | +2+0.2% | Added |
| Davis Investment Partners, LLC | 1,339 | $215.4K | 0.11% | 00.0% | Unchanged |
| Next Level Private LLC | 1,276 | $215.9K | 0.14% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,277 | $216.3K | 0.06% | +64+5.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,278 | $216.6K | 0.11% | −86−6.3% | Reduced |
| Spreng Capital Management, Inc. | 1,280 | $216.9K | 0.16% | +115+9.9% | Added |
| Cook Wealth Management Group LLC | 1,344 | $216.9K | 0.17% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 1,282 | $217.2K | 0.19% | +12+0.9% | Added |
| New Jersey Better Educational Savings Trust | 1,282 | $217.2K | 0.53% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,283 | $217.4K | 0.11% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,287 | $218.0K | 0.04% | −942−42.3% | Reduced |