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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 28,992 | $4.91M | 0.12% | +499+1.8% | Added |
| Pegasus Asset Management, Inc. | 28,984 | $4.91M | 2.28% | +314+1.1% | Added |
| WMS Partners, LLC | 28,942 | $4.90M | 0.39% | −186−0.6% | Reduced |
| Fruth Investment Management | 28,879 | $4.89M | 1.45% | −100−0.3% | Reduced |
| IHT Wealth Management, LLC | 28,869 | $4.89M | 0.25% | +1,553+5.7% | Added |
| Capital Analysts, LLC | 28,817 | $4.88M | 0.27% | +35+0.1% | Added |
| Northwest Investment Counselors, LLC | 28,702 | $4.86M | 1.36% | +251+0.9% | Added |
| Rossmore Private Capital | 28,596 | $4.85M | 0.73% | +147+0.5% | Added |
| Tradewinds, LLC. | 28,358 | $4.80M | 2.82% | +377+1.3% | Added |
| Equitable Trust Co | 28,312 | $4.80M | 0.40% | +424+1.5% | Added |
| Long Road Investment Counsel, LLC | 28,300 | $4.79M | 2.33% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 28,248 | $4.79M | 1.40% | −143−0.5% | Reduced |
| BLB&B Advisors, LLC | 28,192 | $4.78M | 0.34% | +871+3.2% | Added |
| Cornerstone Wealth Group, LLC | 28,097 | $4.76M | 0.84% | −535−1.9% | Reduced |
| Lyell Wealth Management, LP | 27,998 | $4.74M | 0.64% | +1,113+4.1% | Added |
| KMG Fiduciary Partners, LLC | 27,951 | $4.74M | 0.63% | −50−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 27,934 | $4.73M | 0.09% | −1,360−4.6% | Reduced |
| Asset Dedication, LLC | 27,674 | $4.72M | 0.40% | +1,191+4.5% | Added |
| TRUE Private Wealth Advisors | 27,811 | $4.71M | 0.65% | +813+3.0% | Added |
| Grimes & Company, Inc. | 27,763 | $4.70M | 0.18% | −210−0.8% | Reduced |
| Elk River Wealth Management, LLC | 27,733 | $4.70M | 1.04% | +286+1.0% | Added |
| Money Concepts Capital Corp | 27,615 | $4.68M | 0.49% | −5,362−16.3% | Reduced |
| Beaton Management Co. Inc. | 27,554 | $4.67M | 3.03% | +28+0.1% | Added |
| Heirloom Wealth Management | 27,500 | $4.66M | 2.07% | −482−1.7% | Reduced |
| Marietta Investment Partners LLC | 27,500 | $4.66M | 1.31% | +605+2.2% | Added |
| Valicenti Advisory Services Inc | 27,495 | $4.66M | 1.59% | +964+3.6% | Added |
| Harbour Capital Advisors, LLC | 27,344 | $4.63M | 1.39% | +610+2.3% | Added |
| WBH Advisory Inc | 27,296 | $4.63M | 0.57% | −1,628−5.6% | Reduced |
| Laffer Tengler Investments | 27,296 | $4.63M | 1.36% | +25,962+1,946.2% | Added |
| Monetary Management Group Inc | 27,260 | $4.62M | 1.54% | −265−1.0% | Reduced |
| Tectonic Advisors LLC | 27,193 | $4.61M | 0.43% | +2,140+8.5% | Added |
| Icon Wealth Partners, LLC | 27,148 | $4.60M | 0.52% | −2,080−7.1% | Reduced |
| Bernzott Capital Advisors | 27,116 | $4.59M | 1.58% | −2,457−8.3% | Reduced |
| Essex Financial Services, Inc. | 27,081 | $4.59M | 0.53% | +25+0.1% | Added |
| RBA Wealth Management, LLC | 27,066 | $4.59M | 2.21% | +82+0.3% | Added |
| Baugh & Associates, LLC | 27,062 | $4.59M | 2.87% | −43−0.2% | Reduced |
| Westhampton Capital, LLC | 27,024 | $4.58M | 2.95% | −30−0.1% | Reduced |
| Hall Capital Management Co Inc | 26,987 | $4.57M | 2.93% | −2,359−8.0% | Reduced |
| Advanced Asset Management Advisors Inc | 26,968 | $4.57M | 1.09% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 26,962 | $4.57M | 2.42% | +720+2.7% | Added |
| Belpointe Asset Management LLC | 26,945 | $4.57M | 0.47% | +2,801+11.6% | Added |
| Transcend Wealth Collective, LLC | 26,891 | $4.56M | 0.44% | −75−0.3% | Reduced |
| Somerville Kurt F | 26,829 | $4.55M | 0.91% | −1,438−5.1% | Reduced |
| Girard Partners Ltd. | 26,814 | $4.54M | 0.51% | +51+0.2% | Added |
| First PREMIER Bank | 26,782 | $4.54M | 1.39% | −321−1.2% | Reduced |
| BancorpSouth Bank | 26,774 | $4.54M | 0.40% | −40.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 26,751 | $4.53M | 0.31% | −284−1.1% | Reduced |
| ProVise Management Group, LLC | 26,739 | $4.53M | 0.42% | +4,540+20.5% | Added |
| Adams Asset Advisors, LLC | 26,722 | $4.53M | 0.61% | 00.0% | Unchanged |
| NBC Securities, Inc. | 26,646 | $4.51M | 0.50% | +26,646 | New |
| Vestmark Advisory Solutions, Inc. | 26,501 | $4.49M | 0.33% | −28,830−52.1% | Reduced |
| Grace & White Inc | 26,489 | $4.49M | 0.84% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 26,459 | $4.48M | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 26,651 | $4.47M | 1.23% | −88−0.3% | Reduced |
| Connolly Sarah T. | 26,374 | $4.47M | 2.95% | −55−0.2% | Reduced |
| Institutional & Family Asset Management, LLC | 26,294 | $4.46M | 0.73% | −62−0.2% | Reduced |
| Pettee Investors, Inc. | 26,214 | $4.44M | 2.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 26,102 | $4.42M | 1.11% | +1,056+4.2% | Added |
| Geneos Wealth Management Inc. | 26,053 | $4.41M | 0.23% | +386+1.5% | Added |
| Warren Averett Asset Management, LLC | 25,944 | $4.40M | 0.19% | +9,970+62.4% | Added |
| Shufro Rose & Co LLC | 25,941 | $4.40M | 0.42% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 25,839 | $4.38M | 0.17% | +4,854+23.1% | Added |
| Beach Investment Counsel Inc | 25,834 | $4.38M | 0.55% | +2,769+12.0% | Added |
| Confluence Wealth Services, Inc. | 25,780 | $4.37M | 0.86% | +125+0.5% | Added |
| Parkwood LLC | 25,769 | $4.37M | 0.79% | +2,708+11.7% | Added |
| Quintet Private Bank (Europe) S.A. | 25,721 | $4.36M | 0.29% | −594−2.3% | Reduced |
| Exencial Wealth Advisors, LLC | 25,670 | $4.35M | 0.21% | −1,379−5.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 25,623 | $4.34M | 1.18% | −3,608−12.3% | Reduced |
| Diamant Asset Management, Inc. | 25,618 | $4.34M | 3.57% | +30.0% | Added |
| LVM Capital Management Ltd | 25,531 | $4.33M | 0.61% | −25−0.1% | Reduced |
| Twinbeech Capital LP | 25,443 | $4.31M | 0.08% | +25,443 | New |
| Ipswich Investment Management Co., Inc. | 25,409 | $4.31M | 1.18% | −35−0.1% | Reduced |
| Biltmore Family Office, LLC | 25,382 | $4.30M | 0.98% | −70.0% | Reduced |
| Burney Co | 25,313 | $4.29M | 0.20% | −146−0.6% | Reduced |
| Edgewood Management LLC | 25,283 | $4.28M | 0.01% | −80.0% | Reduced |
| Thoroughbred Financial Services, LLC | 25,249 | $4.28M | 0.42% | +10,119+66.9% | Added |
| Columbia Asset Management | 25,231 | $4.28M | 0.95% | +220+0.9% | Added |
| American Money Management, LLC | 25,211 | $4.27M | 1.09% | +77+0.3% | Added |
| Smithbridge Asset Management Inc | 25,153 | $4.26M | 1.06% | −70.0% | Reduced |
| Arrow Financial Corp | 25,091 | $4.25M | 0.50% | −1,040−4.0% | Reduced |
| Hallmark Capital Management Inc | 25,082 | $4.25M | 0.35% | −674−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,909 | $4.22M | 0.37% | −1,283−4.9% | Reduced |
| LVW Advisors, LLC | 24,881 | $4.22M | 0.90% | −3,035−10.9% | Reduced |
| Regal Investment Advisors LLC | 24,879 | $4.22M | 0.36% | +837+3.5% | Added |
| CFM Wealth Partners LLC | 24,824 | $4.21M | 1.10% | +72+0.3% | Added |
| Azzad Asset Management Inc | 24,726 | $4.19M | 0.59% | +166+0.7% | Added |
| Pegasus Partners Ltd. | 24,689 | $4.18M | 0.59% | +1,608+7.0% | Added |
| Procyon Private Wealth Partners, LLC | 24,663 | $4.18M | 0.43% | +985+4.2% | Added |
| Red Door Wealth Management, LLC | 24,626 | $4.17M | 1.04% | +962+4.1% | Added |
| Dynamic Advisor Solutions LLC | 24,610 | $4.17M | 0.20% | −2,116−7.9% | Reduced |
| Laurel Wealth Advisors LLC | 24,582 | $4.17M | 0.89% | +82+0.3% | Added |
| Peninsula Asset Management Inc | 24,577 | $4.16M | 2.63% | +460+1.9% | Added |
| Brighton Jones LLC | 24,547 | $4.16M | 0.21% | +633+2.6% | Added |
| Proequities, Inc. | 24,522 | $4.16M | 0.32% | +878+3.7% | Added |
| Verdence Capital Advisors LLC | 24,420 | $4.14M | 0.45% | +582+2.4% | Added |
| St. Clair Advisors, LLC | 24,415 | $4.14M | 1.63% | +3,990+19.5% | Added |
| Middleton & Co Inc | 24,395 | $4.13M | 0.57% | −87−0.4% | Reduced |
| Exchange Capital Management, Inc. | 24,350 | $4.13M | 0.78% | −1,230−4.8% | Reduced |
| Dana Investment Advisors, Inc. | 24,283 | $4.11M | 0.21% | +1,976+8.9% | Added |
| Harbour Investments, Inc. | 24,271 | $4.11M | 0.21% | +801+3.4% | Added |