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 |
|---|---|---|---|---|---|
| Fairview Capital Investment Management, LLC | 3,252 | $551.1K | 0.04% | +3+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,289 | $552.0K | 0.30% | +3,289 | New |
| KLR Investment Advisors, LLC | 3,037 | $553.6K | 0.50% | +52+1.7% | Added |
| Pinkerton Retirement Specialists, LLC | 3,270 | $554.1K | 0.12% | −82−2.4% | Reduced |
| PCG Wealth Advisors, LLC | 3,272 | $554.5K | 0.36% | +13+0.4% | Added |
| Tanaka Capital Management Inc | 3,276 | $555.0K | 1.59% | −60−1.8% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 3,287 | $557.0K | 0.33% | +6+0.2% | Added |
| Good Life Advisors, LLC | 3,288 | $557.1K | 0.06% | −134−3.9% | Reduced |
| Register Financial Advisors LLC | 3,292 | $557.9K | 0.41% | −260−7.3% | Reduced |
| Merrion Investment Management Co, LLC | 3,295 | $558.3K | 0.48% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,311 | $561.0K | 0.23% | +133+4.2% | Added |
| LifePro Asset Management | 3,318 | $562.1K | 0.46% | −290−8.0% | Reduced |
| Liberty Wealth Management LLC | 3,320 | $563.0K | 0.14% | −85−2.5% | Reduced |
| Aspire Private Capital, LLC | 3,323 | $563.2K | 0.18% | −527−13.7% | Reduced |
| Wayfinding Financial, LLC | 3,336 | $564.0K | 0.43% | −27−0.8% | Reduced |
| ETF Store, Inc. | 3,490 | $565.5K | 0.40% | +23+0.7% | Added |
| Milestone Investment Advisors LLC | 3,338 | $565.6K | 0.16% | +3,338 | New |
| Sax Wealth Advisors, LLC | 3,346 | $566.9K | 0.11% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,346 | $567.0K | 0.08% | −185−5.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,349 | $568.0K | 0.05% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,360 | $569.3K | 0.20% | −1,332−28.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,361 | $569.5K | 0.23% | +550+19.6% | Added |
| Worth Financial Advisory Group, LLC | 3,368 | $570.6K | 0.51% | +532+18.8% | Added |
| McGowan Group Asset Management, Inc. | 3,379 | $572.5K | 0.09% | +3+0.1% | Added |
| First National Bank of Hutchinson | 3,380 | $572.7K | 0.43% | −417−11.0% | Reduced |
| Camden Capital, LLC | 3,391 | $574.5K | 0.07% | +1,232+57.1% | Added |
| Institute for Wealth Management, LLC. | 3,393 | $574.9K | 0.10% | +10.0% | Added |
| Private Portfolio Partners LLC | 3,395 | $575.2K | 0.15% | +181+5.6% | Added |
| Menard Financial Group LLC | 3,401 | $576.3K | 0.83% | −4−0.1% | Reduced |
| Jump Financial, LLC | 3,410 | $577.8K | 0.02% | +3,410 | New |
| Clifford Group, LLC | 3,412 | $578.1K | 0.63% | +132+4.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,413 | $578.3K | 0.17% | +1,951+133.4% | Added |
| Samalin Investment Counsel, LLC | 3,417 | $579.0K | 0.33% | +89+2.7% | Added |
| RiverPark Advisors, LLC | 3,422 | $579.8K | 0.52% | +3,422 | New |
| MV Capital Management, Inc. | 3,422 | $579.8K | 0.08% | +29+0.9% | Added |
| Fortress Wealth Group, LLC | 3,458 | $579.9K | 0.39% | +10.0% | Added |
| Advisors Preferred, LLC | 3,430 | $580.3K | 0.19% | +749+27.9% | Added |
| Briggs Advisory Group, Inc. | 3,429 | $581.0K | 0.33% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 3,434 | $581.9K | 0.46% | +86+2.6% | Added |
| SNS Financial Group, LLC | 3,435 | $582.0K | 0.08% | +2+0.1% | Added |
| Litman Gregory Asset Management LLC | 3,436 | $582.2K | 0.06% | +3,436 | New |
| Fagan Associates, Inc. | 3,451 | $584.9K | 0.14% | +43+1.3% | Added |
| Veracity Capital LLC | 3,454 | $585.2K | 0.27% | −22−0.6% | Reduced |
| Monticello Wealth Management, LLC | 3,459 | $586.0K | 0.06% | +95+2.8% | Added |
| Buffington Mohr McNeal | 3,462 | $586.6K | 0.13% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 3,463 | $586.8K | 0.42% | +441+14.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,483 | $590.2K | 0.13% | +20+0.6% | Added |
| Seneca Financial Advisors LLC | 3,486 | $590.7K | 0.40% | +10.0% | Added |
| Lane & Associates LLC | 3,488 | $591.0K | 0.47% | +14+0.4% | Added |
| Cooper Financial Group | 3,490 | $591.4K | 0.14% | +243+7.5% | Added |
| Alta Advisers Ltd | 3,500 | $593.0K | 0.34% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,504 | $593.8K | 0.22% | +258+7.9% | Added |
| Smallwood Wealth Investment Management, LLC | 3,506 | $594.0K | 0.54% | +200+6.0% | Added |
| Strategic Wealth Partners, Ltd. | 3,508 | $594.4K | 0.08% | +80+2.3% | Added |
| Citizens Business Bank | 3,509 | $594.6K | 0.14% | −127−3.5% | Reduced |
| Intellectus Partners, LLC | 3,510 | $594.8K | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,513 | $595.0K | 0.07% | −796−18.5% | Reduced |
| Empirical Asset Management, LLC | 3,516 | $595.8K | 0.52% | −2,854−44.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,525 | $597.2K | 0.20% | −81−2.2% | Reduced |
| Riverview Trust Co | 3,528 | $597.8K | 0.53% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 3,536 | $599.1K | 0.41% | +4+0.1% | Added |
| Covenant Asset Management, LLC | 3,543 | $600.3K | 0.19% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,547 | $601.0K | 0.26% | −3−0.1% | Reduced |
| West Chester Capital Advisors, Inc | 3,552 | $601.9K | 1.11% | +471+15.3% | Added |
| AllSquare Wealth Management LLC | 3,562 | $603.5K | 0.39% | −2−0.1% | Reduced |
| Univest Financial Corp | 3,564 | $603.9K | 0.20% | +95+2.7% | Added |
| Latitude Advisors, LLC | 3,572 | $605.3K | 0.43% | +22+0.6% | Added |
| Davidson Investment Advisors | 3,585 | $607.4K | 0.04% | +685+23.6% | Added |
| Tilia Fiduciary Partners, Inc. | 3,587 | $607.7K | 0.63% | +161+4.7% | Added |
| Burton Enright Welch | 3,598 | $609.6K | 0.19% | −264−6.8% | Reduced |
| Cubic Asset Management, LLC | 3,610 | $611.7K | 0.17% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 3,611 | $611.8K | 0.18% | +4+0.1% | Added |
| Fort Point Capital Partners LLC | 3,616 | $612.7K | 0.10% | +92+2.6% | Added |
| Trillium Asset Management, LLC | 3,627 | $614.0K | 0.02% | −620−14.6% | Reduced |
| LifeSteps Financial, Inc. | 3,625 | $614.2K | 0.63% | +10.0% | Added |
| Monograph Wealth Advisors, LLC | 3,625 | $614.2K | 0.12% | +3,625 | New |
| Wealth Effects LLC | 3,626 | $614.5K | 0.30% | +25+0.7% | Added |
| Cooper/Haims Advisors, LLC | 3,628 | $614.7K | 0.48% | +10.0% | Added |
| Bremer Bank National Association | 3,629 | $614.9K | 0.12% | −180−4.7% | Reduced |
| Capstone Financial Advisors, Inc. | 3,629 | $615.0K | 0.05% | −133−3.5% | Reduced |
| Cable Hill Partners, LLC | 3,642 | $617.1K | 0.08% | −234−6.0% | Reduced |
| Private Capital Management, LLC | 3,653 | $618.9K | 0.07% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 3,657 | $619.7K | 0.42% | +475+14.9% | Added |
| Cedar Brook Financial Partners, LLC | 3,663 | $620.7K | 0.16% | +202+5.8% | Added |
| Heartwood Wealth Advisors LLC | 3,665 | $621.0K | 0.09% | +456+14.2% | Added |
| Cornerstone National Bank & Trust Co | 3,671 | $622.0K | 0.38% | −65−1.7% | Reduced |
| ICA Group Wealth Management, LLC | 3,673 | $622.3K | 0.17% | +46+1.3% | Added |
| Hexagon Capital Partners LLC | 3,674 | $622.5K | 0.16% | +981+36.4% | Added |
| Retirement Income Solutions, Inc | 3,678 | $623.1K | 0.17% | −778−17.5% | Reduced |
| Raleigh Capital Management Inc. | 3,683 | $624.1K | 0.32% | −799−17.8% | Reduced |
| Intelligent Financial Strategies | 3,709 | $628.4K | 0.47% | +4+0.1% | Added |
| Hapanowicz & Associates Financial Services, Inc | 3,709 | $628.5K | 0.45% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,715 | $629.5K | 0.05% | +317+9.3% | Added |
| Orca Investment Management, LLC | 3,722 | $630.7K | 0.70% | +339+10.0% | Added |
| Lesa Sroufe & Co | 3,727 | $631.0K | 0.68% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,726 | $631.3K | 0.32% | +989+36.1% | Added |
| Versant Capital Management, Inc | 3,728 | $631.6K | 0.20% | +42+1.1% | Added |
| Stephens Consulting, LLC | 3,730 | $632.0K | 0.26% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 3,731 | $632.2K | 0.44% | +2+0.1% | Added |
| Partners Capital Investment Group, LLP | 3,732 | $632.3K | 0.02% | +1,802+93.4% | Added |