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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 35,380 | $5.99M | 0.69% | +1,675+5.0% | Added |
| Ostrum Asset Management | 35,667 | $6.04M | 0.56% | −388−1.1% | Reduced |
| NewSquare Capital LLC | 36,234 | $6.05M | 0.64% | +1,400+4.0% | Added |
| Lafayette Investments, Inc. | 35,711 | $6.05M | 1.65% | +110+0.3% | Added |
| Global Retirement Partners, LLC | 35,937 | $6.07M | 0.31% | +1,794+5.3% | Added |
| South Dakota Investment Council | 36,018 | $6.10M | 0.14% | −2,150−5.6% | Reduced |
| Bridge Creek Capital Management LLC | 36,019 | $6.10M | 2.31% | −70−0.2% | Reduced |
| Private Asset Management Inc | 36,164 | $6.13M | 1.44% | −4,838−11.8% | Reduced |
| Whitener Capital Management, Inc. | 36,173 | $6.13M | 2.45% | +254+0.7% | Added |
| Cambridge Trust Co | 36,183 | $6.13M | 0.28% | +3,007+9.1% | Added |
| Contravisory Investment Management, Inc. | 36,282 | $6.15M | 1.74% | −1,111−3.0% | Reduced |
| Close Asset Management Ltd | 36,281 | $6.15M | 0.32% | +1,050+3.0% | Added |
| Stokes Capital Advisors, LLC | 36,285 | $6.15M | 2.14% | +565+1.6% | Added |
| Coston, McIsaac & Partners | 36,297 | $6.15M | 2.33% | +1,158+3.3% | Added |
| NewEdge Wealth, LLC | 36,534 | $6.19M | 0.20% | +6,212+20.5% | Added |
| Pine Valley Investments Ltd Liability Co | 36,534 | $6.19M | 0.59% | +4,661+14.6% | Added |
| Legacy Advisors, LLC | 36,688 | $6.22M | 1.00% | +3,349+10.0% | Added |
| Hills Bank & Trust Co | 36,749 | $6.23M | 0.72% | −485−1.3% | Reduced |
| Walleye Trading LLC | 36,766 | $6.23M | 0.15% | +36,766 | New |
| BKD Wealth Advisors, LLC | 36,872 | $6.25M | 0.19% | −908−2.4% | Reduced |
| Citizens National Bank Trust Department | 36,926 | $6.26M | 1.72% | −783−2.1% | Reduced |
| Ibex Wealth Advisors | 37,127 | $6.29M | 1.60% | +37,127 | New |
| Albion Financial Group | 37,133 | $6.29M | 0.58% | +605+1.7% | Added |
| Savoir Faire Capital Management, L.P. | 37,135 | $6.29M | 3.49% | +37,135 | New |
| City Holding Co | 37,183 | $6.30M | 1.12% | +2,004+5.7% | Added |
| Private Trust Co NA | 37,329 | $6.32M | 0.83% | −3,020−7.5% | Reduced |
| Pictet Bank & Trust Ltd | 37,375 | $6.33M | 6.80% | −173−0.5% | Reduced |
| Pacific Global Investment Management CO | 37,405 | $6.34M | 1.39% | −601−1.6% | Reduced |
| Destination Wealth Management | 37,782 | $6.40M | 0.25% | +86+0.2% | Added |
| Grassi Investment Management | 38,000 | $6.44M | 0.74% | 00.0% | Unchanged |
| Motco | 38,096 | $6.45M | 0.44% | −684−1.8% | Reduced |
| Commonwealth Retirement Investments LLC | 38,215 | $6.48M | 3.74% | +706+1.9% | Added |
| Baker Ellis Asset Management LLC | 38,326 | $6.49M | 1.17% | −1,186−3.0% | Reduced |
| Schnieders Capital Management LLC | 38,440 | $6.51M | 1.46% | −234−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 38,444 | $6.51M | 0.85% | −969−2.5% | Reduced |
| Capital Investment Advisors, LLC | 38,478 | $6.52M | 0.18% | −1,852−4.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 38,755 | $6.57M | 0.52% | −80−0.2% | Reduced |
| Lockheed Martin Investment Management Co | 38,510 | $6.60M | 0.51% | −28,650−42.7% | Reduced |
| NTV Asset Management LLC | 39,018 | $6.61M | 1.20% | −68−0.2% | Reduced |
| Infusive Asset Management Inc. | 39,033 | $6.61M | 4.28% | +39,033 | New |
| Lountzis Asset Management, LLC | 39,084 | $6.62M | 3.70% | −150.0% | Reduced |
| Lindbrook Capital, LLC | 39,141 | $6.63M | 0.74% | −1,269−3.1% | Reduced |
| Sigma Planning Corp | 39,153 | $6.63M | 0.25% | −867−2.2% | Reduced |
| Intact Investment Management Inc. | 39,400 | $6.68M | 0.29% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 39,731 | $6.73M | 3.10% | +8,366+26.7% | Added |
| American Assets Investment Management, LLC | 39,800 | $6.74M | 0.75% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 39,819 | $6.75M | 0.65% | +832+2.1% | Added |
| Alberta Investment Management Corp | 40,000 | $6.78M | 0.07% | −48,329−54.7% | Reduced |
| SevenBridge Financial Group, LLC | 40,080 | $6.79M | 1.76% | +1,146+2.9% | Added |
| Quantinno Capital Management LP | 40,086 | $6.79M | 0.31% | +1,285+3.3% | Added |
| David Loasby | 40,321 | $6.81M | 0.75% | +2,287+6.0% | Added |
| Community Bank & Trust, Waco, Texas | 41,942 | $6.85M | 2.44% | +267+0.6% | Added |
| RMB Capital Management, LLC | 40,420 | $6.85M | 0.23% | −6,477−13.8% | Reduced |
| Howland Capital Management LLC | 40,450 | $6.85M | 0.40% | −421−1.0% | Reduced |
| Buckingham Capital Management, Inc. | 40,482 | $6.86M | 1.05% | +1,204+3.1% | Added |
| Vinva Investment Management Ltd | 40,737 | $6.90M | 0.66% | −561−1.4% | Reduced |
| Mattern Capital Management, LLC | 40,866 | $6.92M | 1.12% | +3,035+8.0% | Added |
| Palisade Capital Management LLC | 41,074 | $6.96M | 0.19% | −598−1.4% | Reduced |
| DoubleLine ETF Adviser LP | 41,160 | $6.97M | 2.50% | +41,160 | New |
| Van Strum & Towne Inc. | 41,233 | $6.99M | 2.95% | −125−0.3% | Reduced |
| Davy Global Fund Management Ltd | 41,384 | $7.01M | 1.44% | +729+1.8% | Added |
| JGP Wealth Management, LLC | 41,422 | $7.02M | 1.18% | +999+2.5% | Added |
| Everence Capital Management Inc | 41,479 | $7.03M | 0.55% | −22,200−34.9% | Reduced |
| Woodmont Investment Counsel LLC | 41,642 | $7.06M | 0.75% | −7,118−14.6% | Reduced |
| LMG Wealth Partners, LLC | 41,786 | $7.08M | 2.16% | +776+1.9% | Added |
| Bleakley Financial Group, LLC | 41,909 | $7.10M | 0.25% | −4,036−8.8% | Reduced |
| Cullinan Associates Inc | 41,989 | $7.11M | 0.41% | +18,303+77.3% | Added |
| Stokes Family Office, LLC | 42,007 | $7.12M | 0.84% | +305+0.7% | Added |
| Quadrature Capital Ltd | 42,047 | $7.12M | 0.15% | −57,910−57.9% | Reduced |
| Boston Financial Mangement LLC | 42,091 | $7.13M | 0.27% | −74−0.2% | Reduced |
| Ar Asset Management Inc | 42,209 | $7.15M | 2.01% | +200+0.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 42,618 | $7.22M | 2.24% | −260−0.6% | Reduced |
| FRG Family Wealth Advisors LLC | 42,776 | $7.25M | 1.64% | −567−1.3% | Reduced |
| Fred Alger Management, LLC | 42,786 | $7.25M | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 42,857 | $7.26M | 0.06% | −96−0.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 42,860 | $7.26M | 0.19% | +6,849+19.0% | Added |
| Searle & Co. | 43,210 | $7.32M | 2.49% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 43,289 | $7.33M | 0.10% | −1,168−2.6% | Reduced |
| Perigon Wealth Management, LLC | 43,294 | $7.34M | 0.30% | −2,371−5.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 43,450 | $7.36M | 0.20% | −70.0% | Reduced |
| Resources Investment Advisors, LLC. | 43,671 | $7.40M | 0.16% | +3,101+7.6% | Added |
| Caldwell Trust Co | 43,749 | $7.41M | 1.01% | −1,025−2.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 43,881 | $7.44M | 0.75% | −428−1.0% | Reduced |
| Iowa State Bank | 44,024 | $7.46M | 1.94% | −439−1.0% | Reduced |
| Narwhal Capital Management | 44,132 | $7.48M | 0.91% | −3,754−7.8% | Reduced |
| Ropes Wealth Advisors LLC | 44,256 | $7.50M | 1.46% | −2,150−4.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 44,296 | $7.51M | 1.60% | +3,246+7.9% | Added |
| Intrust Bank NA | 44,354 | $7.52M | 0.96% | −1,014−2.2% | Reduced |
| Stonebridge Capital Management Inc | 44,435 | $7.53M | 4.11% | −2,885−6.1% | Reduced |
| Fulcrum Capital LLC | 44,505 | $7.54M | 2.19% | −201−0.4% | Reduced |
| Gladius Capital Management LP | 44,555 | $7.55M | 2.17% | +41,858+1,552.0% | Added |
| Chicago Capital, LLC | 44,771 | $7.59M | 0.35% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 44,903 | $7.61M | 1.80% | −659−1.4% | Reduced |
| Alps Advisors Inc | 44,938 | $7.61M | 0.06% | −4,539−9.2% | Reduced |
| Bright Rock Capital Management, LLC | 45,000 | $7.62M | 1.86% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 45,443 | $7.70M | 0.93% | −482−1.0% | Reduced |
| First National Bank & Trust Co of Newtown | 45,593 | $7.73M | 1.76% | −1,570−3.3% | Reduced |
| Roundview Capital LLC | 45,625 | $7.73M | 0.78% | +255+0.6% | Added |
| Strategic Investment Solutions, Inc. | 42,651 | $7.75M | 0.10% | +41,974+6,200.0% | Added |
| Merit Financial Group, LLC | 45,802 | $7.76M | 0.25% | −37−0.1% | Reduced |