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
- 3,195
- +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
- 1,244 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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| Acorn Wealth Advisors, LLC | 1,289 | $218.5K | 0.15% | +20+1.6% | Added |
| Howard Wealth Management, LLC | 1,290 | $218.6K | 0.20% | −10−0.8% | Reduced |
| Fairfield Financial Advisors, LTD | 1,291 | $218.7K | 0.09% | +7+0.5% | Added |
| RVW Wealth, LLC | 1,291 | $218.7K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,292 | $218.9K | 0.07% | −145−10.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,292 | $218.9K | 0.12% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 1,295 | $219.4K | 0.20% | +1,295 | New |
| De Burlo Group Inc | 1,296 | $219.6K | 0.04% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 1,296 | $219.6K | 0.16% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,297 | $219.8K | 0.06% | +1,297 | New |
| Financial Perspectives, Inc | 1,298 | $219.9K | 0.10% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 1,298 | $219.9K | 0.01% | +1,298 | New |
| Flagstone Financial Management | 1,298 | $220.0K | 0.10% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,298 | $220.0K | 0.05% | −65−4.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 1,300 | $220.3K | 0.03% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,300 | $220.3K | 0.18% | 00.0% | Unchanged |
| Greenland Capital Management LP | 1,300 | $220.3K | 0.03% | +1,300 | New |
| Running Point Capital Advisors, LLC | 1,305 | $221.1K | 0.13% | +48+3.8% | Added |
| Safeguard Investment Advisory Group, LLC | 1,305 | $221.3K | 0.10% | −57−4.2% | Reduced |
| Richard C. Young & CO., LTD. | 1,308 | $221.5K | 0.03% | +10+0.8% | Added |
| Madden Advisory Services, Inc. | 1,308 | $221.6K | 0.14% | +2+0.2% | Added |
| Coury Firm Asset Management LLC | 1,308 | $221.6K | 0.35% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,309 | $221.8K | 0.07% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 1,308 | $222.0K | 0.07% | −70−5.1% | Reduced |
| Manchester Financial Inc | 1,313 | $222.4K | 0.07% | +32+2.5% | Added |
| ZRC Wealth Management, LLC | 1,313 | $222.5K | 0.19% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,314 | $222.6K | 0.19% | 00.0% | Unchanged |
| Meridian Financial, LLC | 1,317 | $223.3K | 0.21% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 1,318 | $223.3K | 0.22% | +11+0.8% | Added |
| High Falls Advisors, Inc | 1,318 | $223.3K | 0.07% | +1+0.1% | Added |
| Riggs Asset Managment Co. Inc. | 1,319 | $223.5K | 0.08% | −16−1.2% | Reduced |
| Act Wealth Management, LLC | 1,321 | $223.8K | 0.15% | −71−5.1% | Reduced |
| Collective Family Office LLC | 1,323 | $224.2K | 0.09% | −102−7.2% | Reduced |
| Warther Private Wealth, LLC | 1,326 | $224.7K | 0.15% | −1,576−54.3% | Reduced |
| Sage Financial Management Group, Inc. | 1,330 | $225.0K | 0.14% | +1,330 | New |
| Alaethes Wealth LLC | 1,330 | $225.4K | 0.12% | −1−0.1% | Reduced |
| Brown Shipley& Co Ltd | 1,331 | $225.5K | 0.12% | −175−11.6% | Reduced |
| Oak Associates, Ltd | 1,346 | $228.1K | 0.02% | −11,034−89.1% | Reduced |
| Northeast Financial Group, Inc. | 1,347 | $228.3K | 0.14% | −260−16.2% | Reduced |
| Meixler Investment Management, Ltd. | 1,351 | $228.9K | 0.21% | −34−2.5% | Reduced |
| Canvas Wealth Advisors, LLC | 1,435 | $229.6K | 0.09% | −158−9.9% | Reduced |
| Milestone Asset Management, LLC | 1,357 | $229.7K | 0.08% | +75+5.9% | Added |
| Ategra Capital Management, LLC | 1,363 | $230.9K | 0.13% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,364 | $231.1K | 0.10% | +42+3.2% | Added |
| Hoxton Planning & Management, LLC | 1,371 | $232.0K | 0.15% | −125−8.4% | Reduced |
| Acas, LLC | 1,373 | $232.7K | 0.29% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,374 | $232.8K | 0.26% | +1+0.1% | Added |
| Osterweis Capital Management Inc | 1,377 | $233.3K | 0.02% | 00.0% | Unchanged |
| Ade, LLC | 1,378 | $233.5K | 0.18% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,380 | $233.8K | 0.07% | −25−1.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,381 | $234.0K | 0.11% | +225+19.5% | Added |
| Lifestyle Asset Management, Inc. | 1,383 | $234.3K | 0.14% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,384 | $234.4K | 0.12% | +25+1.8% | Added |
| Occidental Asset Management, LLC | 1,387 | $235.0K | 0.05% | −166−10.7% | Reduced |
| Drake & Associates, LLC | 1,391 | $235.7K | 0.11% | −210−13.1% | Reduced |
| DMG Group, LLC | 1,393 | $236.0K | 0.24% | +194+16.2% | Added |
| Column Capital Advisors, LLC | 1,395 | $236.3K | 0.03% | −142−9.2% | Reduced |
| Capital Financial Planning, LLC | 1,397 | $236.8K | 0.10% | +62+4.6% | Added |
| Partners in Financial Planning | 1,399 | $237.0K | 0.06% | +1,399 | New |
| NinePointTwo Capital | 1,401 | $237.0K | 0.10% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,399 | $237.0K | 0.00% | +1,399 | New |
| Sustainable Insight Capital Management, LLC | 1,400 | $237.2K | 0.23% | −2,100−60.0% | Reduced |
| First Affirmative Financial Network | 1,402 | $237.6K | 0.23% | +1,402 | New |
| TruWealth Advisors, LLC | 1,408 | $238.6K | 0.02% | −195−12.2% | Reduced |
| Sepio Capital, LP | 1,409 | $238.7K | 0.02% | −73−4.9% | Reduced |
| Baron Wealth Management LLC | 1,414 | $239.5K | 0.15% | +43+3.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,414 | $239.6K | 0.07% | +14+1.0% | Added |
| Crew Capital Management, Ltd. | 1,415 | $239.8K | 0.26% | +27+1.9% | Added |
| Cohen & Steers, Inc. | 1,414 | $240.0K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,418 | $240.3K | 0.06% | +1,418 | New |
| Werba Rubin Papier Wealth Management | 1,419 | $240.4K | 0.09% | −32−2.2% | Reduced |
| Peddock Capital Advisors, LLC | 1,422 | $240.9K | 0.08% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 1,423 | $241.1K | 0.13% | −400−21.9% | Reduced |
| Mondrian Investment Partners LTD | 1,424 | $241.3K | 0.00% | −35,344−96.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,425 | $241.4K | 0.12% | +1+0.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $241.5K | 0.05% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,434 | $242.9K | 0.09% | +1,434 | New |
| Holistic Financial Partners | 1,434 | $243.0K | 0.16% | +259+22.0% | Added |
| Talisman Wealth Advisors LLC | 1,443 | $244.5K | 0.42% | −8−0.6% | Reduced |
| Arbor Investment Advisors, LLC | 1,443 | $244.5K | 0.04% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 1,444 | $244.7K | 0.09% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,444 | $244.7K | 0.15% | +85+6.3% | Added |
| Amarillo National Bank | 1,447 | $245.2K | 0.05% | −9−0.6% | Reduced |
| Alerus Financial NA | 1,450 | $245.7K | 0.02% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,450 | $245.7K | 0.00% | 00.0% | Unchanged |
| First Citizens Financial Corp | 1,455 | $246.5K | 0.17% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,457 | $246.9K | 0.06% | −125−7.9% | Reduced |
| Operose Advisors LLC | 1,462 | $247.7K | 0.10% | +832+132.1% | Added |
| Red Wave Investments LLC | 1,463 | $247.9K | 0.11% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,466 | $248.4K | 0.30% | −26−1.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,470 | $249.1K | 0.09% | +1,470 | New |
| Santori & Peters | 1,471 | $249.2K | 0.13% | −8−0.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,475 | $249.9K | 0.12% | −487−24.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,355 | $251.1K | 0.20% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,484 | $251.5K | 0.11% | +4+0.3% | Added |
| Shayne & Co., LLC | 1,485 | $251.6K | 0.08% | +1,485 | New |
| Planning Center, Inc. | 1,489 | $252.4K | 0.07% | +2+0.1% | Added |
| Verum Partners LLC | 1,495 | $253.3K | 0.11% | +1,495 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,495 | $253.3K | 0.06% | −7−0.5% | Reduced |
| Engrave Wealth Partners LLC | 1,497 | $253.7K | 0.08% | −23−1.5% | Reduced |