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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 79,215 | $13.4M | 0.19% | +1,244+1.6% | Added |
| Noesis Capital Mangement Corp | 79,259 | $13.4M | 3.52% | +2,416+3.1% | Added |
| Trust Co of Virginia | 79,277 | $13.4M | 1.48% | +217+0.3% | Added |
| Simmons Bank | 80,034 | $13.6M | 1.20% | −185−0.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 80,227 | $13.6M | 0.99% | −1,053−1.3% | Reduced |
| Founders Capital Management, LLC | 80,237 | $13.6M | 3.09% | −1,596−2.0% | Reduced |
| Sather Financial Group Inc | 80,453 | $13.6M | 1.13% | 00.0% | Unchanged |
| Janney Capital Management LLC | 80,461 | $13.6M | 1.05% | +1,084+1.4% | Added |
| Dearborn Partners LLC | 80,542 | $13.6M | 0.54% | +109+0.1% | Added |
| Agf Management Ltd | 80,567 | $13.7M | 0.10% | −3,446−4.1% | Reduced |
| Cetera Advisors LLC | 80,577 | $13.7M | 0.21% | +164+0.2% | Added |
| Haverford Financial Services, Inc. | 80,683 | $13.7M | 4.41% | −154−0.2% | Reduced |
| Ancora Advisors, LLC | 80,748 | $13.7M | 0.37% | +1,120+1.4% | Added |
| Auxier Asset Management | 80,858 | $13.7M | 2.34% | −2,033−2.5% | Reduced |
| AustralianSuper Pty Ltd | 81,261 | $13.8M | 0.09% | +48,013+144.4% | Added |
| Oppenheimer Asset Management Inc. | 81,631 | $13.8M | 0.21% | +240.0% | Added |
| Meridian Wealth Management, LLC | 81,764 | $13.9M | 0.85% | +40,811+99.7% | Added |
| Violich Capital Management, Inc. | 81,932 | $13.9M | 2.37% | −3,255−3.8% | Reduced |
| Citizens Financial Group Inc | 82,064 | $13.9M | 0.57% | −18,148−18.1% | Reduced |
| Clearstead Advisors, LLC | 82,184 | $13.9M | 0.86% | +2,580+3.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 82,320 | $13.9M | 0.86% | +82,320 | New |
| Academy Capital Management Inc | 82,347 | $14.0M | 2.96% | −508−0.6% | Reduced |
| Old National Bancorp | 82,422 | $14.0M | 0.40% | −899−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 82,734 | $14.0M | 0.25% | −3,209−3.7% | Reduced |
| Cornerstone Advisors, LLC | 83,100 | $14.1M | 0.66% | −40,900−33.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 83,842 | $14.2M | 3.33% | −899−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 84,084 | $14.2M | 0.40% | −32,447−27.8% | Reduced |
| Ameritas Investment Partners, Inc. | 84,100 | $14.2M | 0.57% | +9,502+12.7% | Added |
| Longbow Finance SA | 84,127 | $14.3M | 1.71% | −36,486−30.3% | Reduced |
| Churchill Management Corp | 84,437 | $14.3M | 0.24% | −1,350−1.6% | Reduced |
| Connors Investor Services Inc | 84,839 | $14.4M | 1.77% | −123,601−59.3% | Reduced |
| River Road Asset Management, LLC | 85,307 | $14.5M | 0.21% | −2,900−3.3% | Reduced |
| Savant Capital, LLC | 85,847 | $14.5M | 0.22% | +6,390+8.0% | Added |
| Ethic Inc. | 85,882 | $14.6M | 0.51% | −7,734−8.3% | Reduced |
| Callahan Advisors, LLC | 86,308 | $14.6M | 1.84% | −458−0.5% | Reduced |
| Polaris Wealth Advisory Group, LLC | 86,398 | $14.6M | 1.11% | +36,244+72.3% | Added |
| Guardian Capital Advisors LP | 90,349 | $14.7M | 1.64% | −3,186−3.4% | Reduced |
| Landscape Capital Management, L.L.C. | 86,795 | $14.7M | 1.94% | +86,795 | New |
| Forbes J M & Co LLP | 86,837 | $14.7M | 1.91% | +944+1.1% | Added |
| Palisade Asset Management, LLC | 86,939 | $14.7M | 1.79% | +187+0.2% | Added |
| First Financial Bank - Trust Division | 87,190 | $14.8M | 1.62% | −585−0.7% | Reduced |
| Sonora Investment Management Group, LLC | 87,221 | $14.8M | 1.26% | +2,389+2.8% | Added |
| Ziegler Capital Management, LLC | 87,248 | $14.8M | 0.59% | +1,681+2.0% | Added |
| Gamco Investors, Inc. Et Al | 87,477 | $14.8M | 0.17% | −4,941−5.3% | Reduced |
| YHB Investment Advisors, Inc. | 87,573 | $14.8M | 1.37% | +679+0.8% | Added |
| Shell Asset Management Co | 87,902 | $14.9M | 0.62% | +413+0.5% | Added |
| Payden & Rygel | 88,000 | $14.9M | 1.17% | +7,300+9.0% | Added |
| Payden & Rygel Investment Group | 88,000 | $14.9M | 1.17% | +88,000 | New |
| Kempen Capital Management N.V. | 88,017 | $14.9M | 0.28% | −50,737−36.6% | Reduced |
| Glenview Trust Co | 88,078 | $14.9M | 0.41% | +697+0.8% | Added |
| Dakota Wealth Management | 88,110 | $14.9M | 0.66% | −4,674−5.0% | Reduced |
| NBT Bank N A | 88,230 | $14.9M | 1.43% | +32,421+58.1% | Added |
| Crossmark Global Holdings, Inc. | 91,415 | $15.0M | 0.34% | −3,611−3.8% | Reduced |
| Montag A & Associates Inc | 88,937 | $15.1M | 0.95% | −1,001−1.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 89,089 | $15.1M | 2.47% | +2,953+3.4% | Added |
| Kingsview Wealth Management, LLC | 89,472 | $15.2M | 0.54% | +18,687+26.4% | Added |
| Cohen Capital Management, Inc. | 89,521 | $15.2M | 3.11% | 00.0% | Unchanged |
| Wendell David Associates Inc | 89,689 | $15.2M | 1.79% | −654−0.7% | Reduced |
| Birch Hill Investment Advisors LLC | 89,723 | $15.2M | 0.91% | −576−0.6% | Reduced |
| Colonial Trust Advisors | 89,860 | $15.2M | 1.74% | −929−1.0% | Reduced |
| Vident Advisory, LLC | 90,624 | $15.4M | 0.48% | +90,624 | New |
| Lowell Blake & Associates Inc. | 90,937 | $15.4M | 4.34% | +4,296+5.0% | Added |
| Marble Harbor Investment Counsel, LLC | 91,854 | $15.6M | 2.04% | +560+0.6% | Added |
| Logan Capital Management Inc | 92,107 | $15.6M | 0.79% | −2,592−2.7% | Reduced |
| Woodstock Corp | 92,197 | $15.6M | 1.96% | −744−0.8% | Reduced |
| Osher Van de Voorde Investment Management | 92,328 | $15.6M | 3.92% | +664+0.7% | Added |
| Snowden Capital Advisors LLC | 92,682 | $15.7M | 0.67% | +5,476+6.3% | Added |
| Hendershot Investments Inc. | 92,704 | $15.7M | 2.63% | +586+0.6% | Added |
| First National Trust Co | 93,007 | $15.8M | 0.75% | −3,833−4.0% | Reduced |
| Adviser Investments LLC | 93,235 | $15.8M | 0.34% | +17,426+23.0% | Added |
| Hartford Investment Management Co | 93,761 | $15.9M | 0.64% | −3,209−3.3% | Reduced |
| 1832 Asset Management L.P. | 94,205 | $16.0M | 0.03% | +3,241+3.6% | Added |
| Beaumont Financial Advisors, LLC | 94,376 | $16.0M | 1.60% | −432−0.5% | Reduced |
| Bridges Investment Management Inc | 94,672 | $16.0M | 0.57% | −3,440−3.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,956 | $16.1M | 1.87% | +631+0.7% | Added |
| Highland Capital Management, LLC | 95,088 | $16.1M | 1.11% | −2,748−2.8% | Reduced |
| Harvey Investment Co LLC | 95,414 | $16.2M | 2.11% | −2,718−2.8% | Reduced |
| Howe & Rusling Inc | 95,517 | $16.2M | 1.91% | +278+0.3% | Added |
| Sawgrass Asset Management LLC | 95,533 | $16.2M | 1.97% | +10,763+12.7% | Added |
| Clear Street LLC | 95,600 | $16.2M | 0.72% | +95,600 | New |
| Prospera Financial Services Inc | 95,648 | $16.2M | 0.63% | +16,817+21.3% | Added |
| Verition Fund Management LLC | 95,689 | $16.2M | 0.22% | +81,630+580.6% | Added |
| Heritage Investors Management Corp | 95,732 | $16.2M | 0.68% | −1,938−2.0% | Reduced |
| JLB & Associates Inc | 96,135 | $16.3M | 2.55% | −96−0.1% | Reduced |
| Anchor Capital Advisors LLC | 96,168 | $16.3M | 0.46% | −2,358−2.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 96,210 | $16.3M | 0.20% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 96,687 | $16.4M | 0.77% | +4,358+4.7% | Added |
| Natixis | 97,171 | $16.5M | 0.13% | −23,886−19.7% | Reduced |
| Willis Investment Counsel | 97,924 | $16.6M | 1.26% | −15,101−13.4% | Reduced |
| Adell Harriman & Carpenter Inc | 98,145 | $16.6M | 1.73% | +881+0.9% | Added |
| Brinker Capital Investments, LLC | 98,305 | $16.7M | 0.20% | −750−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 98,305 | $16.7M | 0.20% | −750−0.8% | Reduced |
| Securian Asset Management, Inc | 98,786 | $16.7M | 0.50% | −16,824−14.6% | Reduced |
| Pittenger & Anderson Inc | 98,993 | $16.8M | 0.85% | +1,116+1.1% | Added |
| Telos Capital Management, Inc. | 99,509 | $16.9M | 2.34% | +7,047+7.6% | Added |
| HB Wealth Management, LLC | 100,988 | $17.1M | 0.28% | +2,439+2.5% | Added |
| Parthenon LLC | 101,270 | $17.2M | 2.57% | −520−0.5% | Reduced |
| Miramar Capital, LLC | 101,274 | $17.2M | 4.67% | +12,566+14.2% | Added |
| FORA Capital, LLC | 101,872 | $17.3M | 1.51% | +77,467+317.4% | Added |
| Profund Advisors LLC | 102,202 | $17.3M | 0.96% | +23,727+30.2% | Added |