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 |
|---|---|---|---|---|---|
| Charter Research & Investment Group, Inc. | 29,493 | $5.00M | 4.50% | −685−2.3% | Reduced |
| Cardinal Capital Management | 29,606 | $5.02M | 1.02% | +295+1.0% | Added |
| Stone Point Wealth LLC | 29,726 | $5.04M | 2.16% | +40+0.1% | Added |
| Telemus Capital, LLC | 29,770 | $5.04M | 0.47% | −322−1.1% | Reduced |
| Peoples Financial Services Corp. | 29,793 | $5.05M | 2.38% | −442−1.5% | Reduced |
| RSM US Wealth Management LLC | 29,825 | $5.05M | 0.18% | +2,737+10.1% | Added |
| Trust Co of Oklahoma | 29,843 | $5.06M | 2.02% | −513−1.7% | Reduced |
| Sowell Financial Services LLC | 29,846 | $5.06M | 0.32% | −5,031−14.4% | Reduced |
| Brookstone Capital Management | 31,503 | $5.06M | 0.11% | +1,296+4.3% | Added |
| SS&H Financial Advisors, Inc. | 29,875 | $5.06M | 2.37% | +29,875 | New |
| TD Private Client Wealth LLC | 29,898 | $5.07M | 0.22% | −2,536−7.8% | Reduced |
| Financial & Tax Architects, LLC | 29,957 | $5.08M | 1.58% | +1,051+3.6% | Added |
| Kidder Stephen W | 29,965 | $5.08M | 1.76% | −353−1.2% | Reduced |
| Hartford Financial Management Inc. | 30,291 | $5.13M | 1.31% | −69−0.2% | Reduced |
| Hixon Zuercher, LLC | 30,357 | $5.14M | 2.70% | +2,411+8.6% | Added |
| Horrell Capital Management, Inc. | 30,380 | $5.15M | 1.71% | −388−1.3% | Reduced |
| Wealthspire Advisors, LLC | 30,407 | $5.15M | 0.09% | +3,675+13.7% | Added |
| Reliant Investment Management, LLC | 30,413 | $5.15M | 3.00% | −297−1.0% | Reduced |
| Mendel Money Management | 30,452 | $5.16M | 2.77% | +458+1.5% | Added |
| WESPAC Advisors SoCal, LLC | 30,491 | $5.17M | 1.75% | +130.0% | Added |
| Dean Investment Associates, LLC | 30,584 | $5.18M | 0.85% | −203−0.7% | Reduced |
| High Net Worth Advisory Group LLC | 30,639 | $5.19M | 2.08% | −325−1.0% | Reduced |
| Geneva Partners, LLC | 30,640 | $5.19M | 3.45% | −644−2.1% | Reduced |
| Journey Advisory Group, LLC | 30,688 | $5.20M | 0.78% | +486+1.6% | Added |
| Marshall & Sullivan Inc | 30,784 | $5.22M | 3.04% | −365−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 30,900 | $5.24M | 1.44% | −37−0.1% | Reduced |
| Rodgers Brothers Inc. | 30,945 | $5.24M | 0.89% | +1,808+6.2% | Added |
| Oak Harvest Investment Services | 30,997 | $5.25M | 1.11% | +1,024+3.4% | Added |
| Horizon Investments, LLC | 31,040 | $5.26M | 0.16% | +162+0.5% | Added |
| Pekin Hardy Strauss, Inc. | 31,089 | $5.27M | 0.83% | −131−0.4% | Reduced |
| Harbor Advisory Corp | 31,174 | $5.28M | 1.91% | −490−1.5% | Reduced |
| Principal Street Partners, LLC | 31,176 | $5.28M | 1.05% | −2,241−6.7% | Reduced |
| Ayrshire Capital Management LLC | 31,214 | $5.29M | 3.42% | −1,509−4.6% | Reduced |
| Peterson Wealth Management | 31,222 | $5.29M | 4.36% | +3,966+14.6% | Added |
| Ashton Thomas Private Wealth, LLC | 31,324 | $5.31M | 0.39% | +3,864+14.1% | Added |
| Skba Capital Management LLC | 31,445 | $5.33M | 0.98% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 31,638 | $5.36M | 0.24% | +1,867+6.3% | Added |
| Bollard Group LLC | 31,691 | $5.37M | 0.20% | +150+0.5% | Added |
| Lincoln National Corp | 31,709 | $5.37M | 0.11% | +1,201+3.9% | Added |
| Spinnaker Trust | 31,710 | $5.37M | 0.40% | +213+0.7% | Added |
| Signaturefd, LLC | 31,739 | $5.38M | 0.14% | −870−2.7% | Reduced |
| M&R Capital Management Inc | 31,885 | $5.40M | 1.48% | −161−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 31,950 | $5.41M | 0.36% | +9,999+45.6% | Added |
| Concentric Wealth Management, LLC | 31,998 | $5.42M | 1.79% | +200+0.6% | Added |
| Navellier & Associates Inc | 32,013 | $5.42M | 0.93% | +17,110+114.8% | Added |
| Colonial Trust Co | 32,039 | $5.43M | 1.34% | −1,076−3.2% | Reduced |
| American Trust | 32,164 | $5.45M | 0.42% | −2,329−6.8% | Reduced |
| RB Capital Management, LLC | 32,190 | $5.45M | 1.77% | +2,904+9.9% | Added |
| Alphadyne Asset Management LP | 32,274 | $5.47M | 2.64% | +29,770+1,188.9% | Added |
| Eagle Global Advisors LLC | 32,276 | $5.47M | 0.35% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 33,703 | $5.47M | 0.33% | +2,725+8.8% | Added |
| Abn Amro Investment Solutions | 32,346 | $5.48M | 0.11% | +2,399+8.0% | Added |
| Ascent Group, LLC | 33,018 | $5.49M | 0.61% | −17,360−34.5% | Reduced |
| Hall Laurie J Trustee | 32,406 | $5.49M | 2.34% | −340−1.0% | Reduced |
| Buckhead Capital Management LLC | 32,413 | $5.49M | 2.28% | −9,018−21.8% | Reduced |
| Fundamentun, LLC | 32,440 | $5.50M | 0.82% | +1,870+6.1% | Added |
| Northwest & Ethical Investments L.P. | 32,449 | $5.50M | 0.18% | −2,807−8.0% | Reduced |
| First Hawaiian Bank | 32,472 | $5.50M | 0.19% | +1,886+6.2% | Added |
| Cumberland Partners Ltd | 32,475 | $5.50M | 0.53% | +2,395+8.0% | Added |
| Balentine LLC | 32,520 | $5.51M | 0.18% | −112−0.3% | Reduced |
| Roberts Glore & Co Inc | 32,586 | $5.52M | 1.82% | +3,135+10.6% | Added |
| SP Asset Management LLC | 32,625 | $5.53M | 0.62% | +251+0.8% | Added |
| Sound View Wealth Advisors Group, LLC | 32,757 | $5.55M | 0.69% | +1,610+5.2% | Added |
| Family Capital Trust Co | 32,958 | $5.58M | 1.98% | −86−0.3% | Reduced |
| Pathway Financial Advisers, LLC | 32,962 | $5.59M | 2.31% | +32,962 | New |
| Gotham Asset Management, LLC | 32,982 | $5.59M | 0.12% | +15,156+85.0% | Added |
| Desjardins Global Asset Management Inc. | 33,058 | $5.60M | 0.61% | −37,362−53.1% | Reduced |
| Costello Asset Management, INC | 33,133 | $5.61M | 5.16% | −56−0.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 33,285 | $5.64M | 1.39% | +124+0.4% | Added |
| Investment House LLC | 33,349 | $5.65M | 0.45% | −927−2.7% | Reduced |
| King Wealth | 33,431 | $5.67M | 1.19% | +1,598+5.0% | Added |
| ClariVest Asset Management LLC | 33,691 | $5.71M | 0.31% | −2,303−6.4% | Reduced |
| Garland Capital Management Inc | 33,740 | $5.72M | 4.03% | +160+0.5% | Added |
| Asset Management Group, Inc. | 33,879 | $5.74M | 1.26% | −181−0.5% | Reduced |
| Windle Wealth, LLC | 33,965 | $5.75M | 4.29% | +1,084+3.3% | Added |
| Genus Capital Management Inc. | 34,035 | $5.77M | 0.91% | −4,100−10.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 34,209 | $5.80M | 0.39% | −130−0.4% | Reduced |
| Perkins Coie Trust Co | 34,285 | $5.81M | 1.64% | −1,646−4.6% | Reduced |
| Ballentine Partners, LLC | 34,404 | $5.83M | 0.14% | +1,140+3.4% | Added |
| ExodusPoint Capital Management, LP | 34,430 | $5.83M | 0.07% | −27,609−44.5% | Reduced |
| Moore Capital Management, LP | 34,618 | $5.87M | 0.16% | −10,452−23.2% | Reduced |
| First Personal Financial Services | 34,728 | $5.88M | 1.53% | +2,396+7.4% | Added |
| Dorchester Wealth Management Co | 34,761 | $5.89M | 1.19% | −676−1.9% | Reduced |
| Northcape Wealth Management, LLC | 34,778 | $5.89M | 2.26% | +145+0.4% | Added |
| North Star Asset Management Inc | 34,830 | $5.90M | 0.34% | +10,407+42.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $5.93M | 1.68% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 35,048 | $5.94M | 0.25% | −1,495−4.1% | Reduced |
| Tufton Capital Management | 35,081 | $5.94M | 1.33% | −387−1.1% | Reduced |
| Eastover Investment Advisors LLC | 35,103 | $5.95M | 3.58% | +475+1.4% | Added |
| Raab & Moskowitz Asset Management LLC | 35,106 | $5.95M | 2.10% | +196+0.6% | Added |
| Moody National Bank Trust Division | 35,116 | $5.95M | 0.38% | +2,845+8.8% | Added |
| Brady Family Wealth, LLC | 35,122 | $5.95M | 2.30% | +274+0.8% | Added |
| Trustmark National Bank Trust Department | 35,138 | $5.95M | 0.59% | −408−1.1% | Reduced |
| Cypress Capital Group | 35,156 | $5.96M | 0.86% | +111+0.3% | Added |
| New Hampshire Trust | 35,178 | $5.96M | 1.62% | −331−0.9% | Reduced |
| Verity & Verity, LLC | 35,233 | $5.97M | 0.75% | −5,705−13.9% | Reduced |
| Pavion Blue Capital, LLC | 35,283 | $5.98M | 3.63% | +36+0.1% | Added |
| Marietta Wealth Management, LLC | 35,310 | $5.98M | 1.19% | −294−0.8% | Reduced |
| FDx Advisors, Inc. | 35,340 | $5.99M | 0.50% | −6,641−15.8% | Reduced |
| Ci Investments Inc. | 35,366 | $5.99M | 0.03% | +742+2.1% | Added |