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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 45,845 | $7.77M | 0.39% | −637−1.4% | Reduced |
| Sawtooth Solutions, LLC | 45,851 | $7.77M | 0.25% | −4,590−9.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 45,942 | $7.78M | 0.30% | −877−1.9% | Reduced |
| Parallel Advisors, LLC | 45,966 | $7.79M | 0.26% | +2,528+5.8% | Added |
| River Wealth Advisors LLC | 45,996 | $7.79M | 1.39% | +2,169+4.9% | Added |
| Capstone Investment Advisors, LLC | 46,034 | $7.80M | 0.21% | +28,163+157.6% | Added |
| JB Capital LLC | 46,112 | $7.81M | 0.66% | +40,873+780.2% | Added |
| Mayflower Financial Advisors, LLC | 46,170 | $7.82M | 1.17% | +358+0.8% | Added |
| Empowered Funds, LLC | 46,366 | $7.86M | 0.23% | +9,313+25.1% | Added |
| Papp L Roy & Associates | 46,473 | $7.87M | 1.07% | +985+2.2% | Added |
| Foster Victor Wealth Advisors, LLC | 49,309 | $7.90M | 0.92% | −255−0.5% | Reduced |
| KCM Investment Advisors LLC | 46,726 | $7.92M | 0.34% | −931−2.0% | Reduced |
| Whalerock Point Partners, LLC | 46,881 | $7.94M | 2.75% | +1,354+3.0% | Added |
| Moreno Evelyn V | 46,974 | $7.96M | 1.73% | +3,507+8.1% | Added |
| Penobscot Investment Management Company, Inc. | 47,201 | $8.00M | 1.09% | +11,565+32.5% | Added |
| Choate Investment Advisors | 47,525 | $8.05M | 0.32% | +6,356+15.4% | Added |
| Equitable Holdings, Inc. | 47,534 | $8.05M | 0.12% | +6,373+15.5% | Added |
| Hudson Valley Investment Advisors Inc | 47,549 | $8.06M | 1.14% | −741−1.5% | Reduced |
| GYL Financial Synergies, LLC | 47,785 | $8.10M | 0.79% | +152+0.3% | Added |
| Talbot Financial, LLC | 47,789 | $8.10M | 1.41% | +590+1.3% | Added |
| Empirical Finance, LLC | 47,812 | $8.10M | 0.60% | +4,482+10.3% | Added |
| Hutner Capital Management Inc | 47,854 | $8.11M | 4.97% | −334−0.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,914 | $8.12M | 0.63% | −1,542−3.1% | Reduced |
| Webster Bank, N. A. | 47,914 | $8.12M | 1.10% | −50.0% | Reduced |
| Headinvest, LLC | 48,284 | $8.17M | 1.77% | +160.0% | Added |
| Greenwood Capital Associates LLC | 48,383 | $8.20M | 1.19% | −630−1.3% | Reduced |
| Allied Investment Advisors, LLC | 48,481 | $8.21M | 2.46% | +434+0.9% | Added |
| Wills Financial Group, Inc. | 48,531 | $8.22M | 4.45% | +107+0.2% | Added |
| Ferguson Wellman Capital Management, Inc | 48,607 | $8.24M | 0.20% | −656−1.3% | Reduced |
| Fiduciary Alliance LLC | 48,696 | $8.25M | 1.91% | +8,030+19.7% | Added |
| Renaissance Investment Group LLC | 48,963 | $8.30M | 2.31% | +76+0.2% | Added |
| Chemung Canal Trust Co | 49,004 | $8.30M | 1.91% | −33,038−40.3% | Reduced |
| Hunter Associates Investment Management LLC | 49,090 | $8.31M | 1.69% | +2,424+5.2% | Added |
| Wedbush Securities Inc | 49,146 | $8.33M | 0.41% | +1,366+2.9% | Added |
| Mengis Capital Management, Inc. | 49,293 | $8.35M | 1.74% | −20.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50,169 | $8.50M | 5.46% | +1,034+2.1% | Added |
| Spire Wealth Management | 50,439 | $8.55M | 0.33% | +23,668+88.4% | Added |
| Moneta Group Investment Advisors LLC | 50,550 | $8.57M | 0.19% | −861−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 50,603 | $8.57M | 0.21% | 00.0% | Unchanged |
| Private Capital Management LLC | 50,658 | $8.58M | 2.48% | +47+0.1% | Added |
| EFG Asset Management (Americas) Corp. | 51,099 | $8.66M | 2.08% | −388−0.8% | Reduced |
| Coldstream Capital Management Inc | 51,164 | $8.67M | 0.28% | +5,629+12.4% | Added |
| Hendley & Co Inc | 51,354 | $8.70M | 3.51% | −167−0.3% | Reduced |
| Westpac Banking Corp | 51,479 | $8.72M | 0.65% | −31,915−38.3% | Reduced |
| South State Corp. | 51,549 | $8.73M | 0.83% | +46+0.1% | Added |
| Toroso Investments, LLC | 51,697 | $8.76M | 0.27% | +4,075+8.6% | Added |
| Kinneret Advisory, LLC | 51,797 | $8.78M | 1.08% | −31−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 51,845 | $8.78M | 0.20% | +50,114+2,895.1% | Added |
| Peregrine Asset Advisers, Inc. | 51,856 | $8.79M | 4.56% | +21,721+72.1% | Added |
| Wetherby Asset Management Inc | 51,874 | $8.79M | 0.50% | −1,444−2.7% | Reduced |
| Trust Co of Toledo NA | 51,938 | $8.80M | 1.73% | +4,356+9.2% | Added |
| Banque Cantonale Vaudoise | 51,957 | $8.80M | 0.44% | −4,033−7.2% | Reduced |
| Americana Partners, LLC | 52,050 | $8.84M | 0.95% | +2,017+4.0% | Added |
| Parsons Capital Management Inc | 52,371 | $8.87M | 0.70% | +244+0.5% | Added |
| Evoke Wealth, LLC | 52,754 | $8.94M | 0.31% | −65−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 52,829 | $8.95M | 0.47% | +726+1.4% | Added |
| Camden National Bank | 53,312 | $9.03M | 1.85% | +29+0.1% | Added |
| Toth Financial Advisory Corp | 53,336 | $9.04M | 1.38% | +3,711+7.5% | Added |
| Novare Capital Management LLC | 53,387 | $9.05M | 1.02% | +673+1.3% | Added |
| First Nebraska Trust Co | 53,396 | $9.05M | 1.12% | −52−0.1% | Reduced |
| LaFleur & Godfrey LLC | 53,860 | $9.13M | 1.46% | −476−0.9% | Reduced |
| FineMark National Bank & Trust | 53,938 | $9.14M | 0.40% | −576−1.1% | Reduced |
| Osborne Partners Capital Management, LLC | 54,156 | $9.18M | 0.68% | +487+0.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 54,742 | $9.28M | 0.49% | +4,975+10.0% | Added |
| McKinley Capital Management LLC /Delaware | 54,746 | $9.28M | 1.30% | −2,261−4.0% | Reduced |
| Courier Capital LLC | 54,831 | $9.29M | 0.77% | −1,939−3.4% | Reduced |
| Westfield Capital Management Co LP | 54,876 | $9.30M | 0.06% | +3,430+6.7% | Added |
| Old Point Trust & Financial Services N A | 55,127 | $9.34M | 4.22% | −203−0.4% | Reduced |
| Ninety One SA (PTY) Ltd | 55,207 | $9.36M | 1.81% | −72,649−56.8% | Reduced |
| Valeo Financial Advisors, LLC | 82,732 | $9.38M | 0.43% | +6,369+8.3% | Added |
| Grand Jean Capital Management Inc | 52,786 | $9.39M | 2.92% | 00.0% | Unchanged |
| GFS Advisors, LLC | 55,800 | $9.46M | 1.47% | +375+0.7% | Added |
| Schmidt P J Investment Management Inc | 58,898 | $9.46M | 2.03% | +197+0.3% | Added |
| Strategic Advisors LLC | 55,850 | $9.46M | 1.87% | +1,166+2.1% | Added |
| Patten & Patten Inc | 55,875 | $9.47M | 0.83% | −511−0.9% | Reduced |
| Tompkins Financial Corp | 55,917 | $9.47M | 1.49% | +4,254+8.2% | Added |
| Axxcess Wealth Management, LLC | 56,081 | $9.50M | 0.32% | +24,726+78.9% | Added |
| Cary Street Partner Investment Advisory LLC | 56,100 | $9.51M | 0.51% | +4,938+9.7% | Added |
| Executive Wealth Management, LLC | 56,145 | $9.51M | 0.99% | +1,075+2.0% | Added |
| Matthew Goff Investment Advisor, LLC | 56,372 | $9.55M | 2.30% | −205−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 60,213 | $9.63M | 0.59% | +275+0.5% | Added |
| Sandy Spring Bank | 56,925 | $9.65M | 0.54% | −1,163−2.0% | Reduced |
| Pioneer Trust Bank N A | 56,944 | $9.65M | 3.20% | −5,265−8.5% | Reduced |
| Park Avenue Securities LLC | 56,944 | $9.65M | 0.15% | −4,269−7.0% | Reduced |
| Metropolitan Life Insurance Co | 56,956 | $9.65M | 0.50% | −3,083−5.1% | Reduced |
| McCollum Christoferson Group LLC | 57,036 | $9.66M | 2.97% | −1,495−2.6% | Reduced |
| Community Trust & Investment Co | 57,039 | $9.66M | 0.81% | +463+0.8% | Added |
| M. Kraus & Co | 57,060 | $9.67M | 3.43% | −232−0.4% | Reduced |
| Point72 Middle East FZE | 57,157 | $9.68M | 0.59% | +57,157 | New |
| Neville Rodie & Shaw Inc | 57,180 | $9.69M | 0.86% | −338−0.6% | Reduced |
| Mastrapasqua Asset Management Inc | 57,239 | $9.70M | 1.14% | +308+0.5% | Added |
| Smithfield Trust Co | 57,187 | $9.70M | 0.60% | +137+0.2% | Added |
| WealthPLAN Partners, LLC | 57,299 | $9.71M | 1.13% | +26,539+86.3% | Added |
| Ritholtz Wealth Management | 57,441 | $9.73M | 0.44% | −1,416−2.4% | Reduced |
| Diversified Trust Co | 57,472 | $9.74M | 0.37% | +580+1.0% | Added |
| CCM Investment Advisers LLC | 57,590 | $9.76M | 1.35% | +395+0.7% | Added |
| WoodTrust Financial Corp | 57,821 | $9.80M | 1.87% | +317+0.6% | Added |
| Hilton Capital Management, LLC | 58,106 | $9.85M | 1.31% | −2,956−4.8% | Reduced |
| Boston Family Office LLC | 58,307 | $9.88M | 0.81% | −197−0.3% | Reduced |
| New Capital Management LP | 58,631 | $9.93M | 3.45% | +58,631 | New |