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 |
|---|---|---|---|---|---|
| Peninsula Asset Management Inc | 24,577 | $4.16M | 2.63% | +460+1.9% | Added |
| Laurel Wealth Advisors LLC | 24,582 | $4.17M | 0.89% | +82+0.3% | Added |
| Dynamic Advisor Solutions LLC | 24,610 | $4.17M | 0.20% | −2,116−7.9% | Reduced |
| Red Door Wealth Management, LLC | 24,626 | $4.17M | 1.04% | +962+4.1% | Added |
| Procyon Private Wealth Partners, LLC | 24,663 | $4.18M | 0.43% | +985+4.2% | Added |
| Pegasus Partners Ltd. | 24,689 | $4.18M | 0.59% | +1,608+7.0% | Added |
| Azzad Asset Management Inc | 24,726 | $4.19M | 0.59% | +166+0.7% | Added |
| CFM Wealth Partners LLC | 24,824 | $4.21M | 1.10% | +72+0.3% | Added |
| Regal Investment Advisors LLC | 24,879 | $4.22M | 0.36% | +837+3.5% | Added |
| LVW Advisors, LLC | 24,881 | $4.22M | 0.90% | −3,035−10.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,909 | $4.22M | 0.37% | −1,283−4.9% | Reduced |
| Hallmark Capital Management Inc | 25,082 | $4.25M | 0.35% | −674−2.6% | Reduced |
| Arrow Financial Corp | 25,091 | $4.25M | 0.50% | −1,040−4.0% | Reduced |
| Smithbridge Asset Management Inc | 25,153 | $4.26M | 1.06% | −70.0% | Reduced |
| American Money Management, LLC | 25,211 | $4.27M | 1.09% | +77+0.3% | Added |
| Columbia Asset Management | 25,231 | $4.28M | 0.95% | +220+0.9% | Added |
| Thoroughbred Financial Services, LLC | 25,249 | $4.28M | 0.42% | +10,119+66.9% | Added |
| Edgewood Management LLC | 25,283 | $4.28M | 0.01% | −80.0% | Reduced |
| Burney Co | 25,313 | $4.29M | 0.20% | −146−0.6% | Reduced |
| Biltmore Family Office, LLC | 25,382 | $4.30M | 0.98% | −70.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 25,409 | $4.31M | 1.18% | −35−0.1% | Reduced |
| Twinbeech Capital LP | 25,443 | $4.31M | 0.08% | +25,443 | New |
| LVM Capital Management Ltd | 25,531 | $4.33M | 0.61% | −25−0.1% | Reduced |
| Diamant Asset Management, Inc. | 25,618 | $4.34M | 3.57% | +30.0% | Added |
| Foyston, Gordon, & Payne Inc | 25,623 | $4.34M | 1.18% | −3,608−12.3% | Reduced |
| Exencial Wealth Advisors, LLC | 25,670 | $4.35M | 0.21% | −1,379−5.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 25,721 | $4.36M | 0.29% | −594−2.3% | Reduced |
| Parkwood LLC | 25,769 | $4.37M | 0.79% | +2,708+11.7% | Added |
| Confluence Wealth Services, Inc. | 25,780 | $4.37M | 0.86% | +125+0.5% | Added |
| Beach Investment Counsel Inc | 25,834 | $4.38M | 0.55% | +2,769+12.0% | Added |
| Mutual Advisors, LLC | 25,839 | $4.38M | 0.17% | +4,854+23.1% | Added |
| Shufro Rose & Co LLC | 25,941 | $4.40M | 0.42% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 25,944 | $4.40M | 0.19% | +9,970+62.4% | Added |
| Geneos Wealth Management Inc. | 26,053 | $4.41M | 0.23% | +386+1.5% | Added |
| Chicago Trust Co NA | 26,102 | $4.42M | 1.11% | +1,056+4.2% | Added |
| Pettee Investors, Inc. | 26,214 | $4.44M | 2.11% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26,294 | $4.46M | 0.73% | −62−0.2% | Reduced |
| Connolly Sarah T. | 26,374 | $4.47M | 2.95% | −55−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 26,651 | $4.47M | 1.23% | −88−0.3% | Reduced |
| Aristotle Capital Management, LLC | 26,459 | $4.48M | 0.01% | 00.0% | Unchanged |
| Grace & White Inc | 26,489 | $4.49M | 0.84% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 26,501 | $4.49M | 0.33% | −28,830−52.1% | Reduced |
| NBC Securities, Inc. | 26,646 | $4.51M | 0.50% | +26,646 | New |
| Adams Asset Advisors, LLC | 26,722 | $4.53M | 0.61% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 26,739 | $4.53M | 0.42% | +4,540+20.5% | Added |
| Reynders McVeigh Capital Management, LLC | 26,751 | $4.53M | 0.31% | −284−1.1% | Reduced |
| BancorpSouth Bank | 26,774 | $4.54M | 0.40% | −40.0% | Reduced |
| First PREMIER Bank | 26,782 | $4.54M | 1.39% | −321−1.2% | Reduced |
| Girard Partners Ltd. | 26,814 | $4.54M | 0.51% | +51+0.2% | Added |
| Somerville Kurt F | 26,829 | $4.55M | 0.91% | −1,438−5.1% | Reduced |
| Transcend Wealth Collective, LLC | 26,891 | $4.56M | 0.44% | −75−0.3% | Reduced |
| Belpointe Asset Management LLC | 26,945 | $4.57M | 0.47% | +2,801+11.6% | Added |
| Brick & Kyle, Associates | 26,962 | $4.57M | 2.42% | +720+2.7% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.57M | 1.09% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 26,987 | $4.57M | 2.93% | −2,359−8.0% | Reduced |
| Westhampton Capital, LLC | 27,024 | $4.58M | 2.95% | −30−0.1% | Reduced |
| Baugh & Associates, LLC | 27,062 | $4.59M | 2.87% | −43−0.2% | Reduced |
| RBA Wealth Management, LLC | 27,066 | $4.59M | 2.21% | +82+0.3% | Added |
| Essex Financial Services, Inc. | 27,081 | $4.59M | 0.53% | +25+0.1% | Added |
| Bernzott Capital Advisors | 27,116 | $4.59M | 1.58% | −2,457−8.3% | Reduced |
| Icon Wealth Partners, LLC | 27,148 | $4.60M | 0.52% | −2,080−7.1% | Reduced |
| Tectonic Advisors LLC | 27,193 | $4.61M | 0.43% | +2,140+8.5% | Added |
| Monetary Management Group Inc | 27,260 | $4.62M | 1.54% | −265−1.0% | Reduced |
| Laffer Tengler Investments | 27,296 | $4.63M | 1.36% | +25,962+1,946.2% | Added |
| WBH Advisory Inc | 27,296 | $4.63M | 0.57% | −1,628−5.6% | Reduced |
| Harbour Capital Advisors, LLC | 27,344 | $4.63M | 1.39% | +610+2.3% | Added |
| Valicenti Advisory Services Inc | 27,495 | $4.66M | 1.59% | +964+3.6% | Added |
| Heirloom Wealth Management | 27,500 | $4.66M | 2.07% | −482−1.7% | Reduced |
| Marietta Investment Partners LLC | 27,500 | $4.66M | 1.31% | +605+2.2% | Added |
| Beaton Management Co. Inc. | 27,554 | $4.67M | 3.03% | +28+0.1% | Added |
| Money Concepts Capital Corp | 27,615 | $4.68M | 0.49% | −5,362−16.3% | Reduced |
| Elk River Wealth Management, LLC | 27,733 | $4.70M | 1.04% | +286+1.0% | Added |
| Grimes & Company, Inc. | 27,763 | $4.70M | 0.18% | −210−0.8% | Reduced |
| TRUE Private Wealth Advisors | 27,811 | $4.71M | 0.65% | +813+3.0% | Added |
| Asset Dedication, LLC | 27,674 | $4.72M | 0.40% | +1,191+4.5% | Added |
| Kovitz Investment Group Partners, LLC | 27,934 | $4.73M | 0.09% | −1,360−4.6% | Reduced |
| KMG Fiduciary Partners, LLC | 27,951 | $4.74M | 0.63% | −50−0.2% | Reduced |
| Lyell Wealth Management, LP | 27,998 | $4.74M | 0.64% | +1,113+4.1% | Added |
| Cornerstone Wealth Group, LLC | 28,097 | $4.76M | 0.84% | −535−1.9% | Reduced |
| BLB&B Advisors, LLC | 28,192 | $4.78M | 0.34% | +871+3.2% | Added |
| Shorepoint Capital Partners LLC | 28,248 | $4.79M | 1.40% | −143−0.5% | Reduced |
| Long Road Investment Counsel, LLC | 28,300 | $4.79M | 2.33% | 00.0% | Unchanged |
| Equitable Trust Co | 28,312 | $4.80M | 0.40% | +424+1.5% | Added |
| Tradewinds, LLC. | 28,358 | $4.80M | 2.82% | +377+1.3% | Added |
| Rossmore Private Capital | 28,596 | $4.85M | 0.73% | +147+0.5% | Added |
| Northwest Investment Counselors, LLC | 28,702 | $4.86M | 1.36% | +251+0.9% | Added |
| Capital Analysts, LLC | 28,817 | $4.88M | 0.27% | +35+0.1% | Added |
| IHT Wealth Management, LLC | 28,869 | $4.89M | 0.25% | +1,553+5.7% | Added |
| Fruth Investment Management | 28,879 | $4.89M | 1.45% | −100−0.3% | Reduced |
| WMS Partners, LLC | 28,942 | $4.90M | 0.39% | −186−0.6% | Reduced |
| Pegasus Asset Management, Inc. | 28,984 | $4.91M | 2.28% | +314+1.1% | Added |
| Advisors Capital Management, LLC | 28,992 | $4.91M | 0.12% | +499+1.8% | Added |
| Opus Investment Management Inc | 29,000 | $4.91M | 3.02% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 29,009 | $4.92M | 0.82% | +222+0.8% | Added |
| Principle Wealth Partners LLC | 29,094 | $4.93M | 0.50% | +749+2.6% | Added |
| Boston Research & Management Inc | 29,210 | $4.95M | 1.46% | +240+0.8% | Added |
| AMG National Trust Bank | 29,291 | $4.96M | 0.17% | −605−2.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,333 | $4.97M | 0.64% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 29,350 | $4.97M | 0.32% | +2,318+8.6% | Added |
| First Interstate Bank | 29,365 | $4.98M | 0.43% | −890−2.9% | Reduced |