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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 24,234 | $4.11M | 0.14% | +24,114+20,095.0% | Added |
| Nations Financial Group Inc, | 24,191 | $4.10M | 0.41% | +6,084+33.6% | Added |
| J. W. Coons Advisors, LLC | 24,186 | $4.10M | 1.18% | −2,200−8.3% | Reduced |
| Curbstone Financial Management Corp | 24,170 | $4.10M | 1.01% | −50−0.2% | Reduced |
| Pictet North America Advisors SA | 24,166 | $4.09M | 0.58% | −55−0.2% | Reduced |
| LMCG Investments, LLC | 24,141 | $4.09M | 0.28% | −1,848−7.1% | Reduced |
| Bank of New Hampshire | 24,045 | $4.07M | 1.22% | +1,269+5.6% | Added |
| Country Club Bank | 23,906 | $4.05M | 0.33% | −251−1.0% | Reduced |
| United Capital Management of KS, Inc. | 23,863 | $4.04M | 1.38% | +250+1.1% | Added |
| Plancorp, LLC | 23,660 | $4.01M | 0.21% | −572−2.4% | Reduced |
| Bill Few Associates, Inc. | 23,623 | $4.00M | 2.09% | +536+2.3% | Added |
| NovaPoint Capital, LLC | 23,598 | $4.00M | 1.59% | +161+0.7% | Added |
| Chatham Capital Group, Inc. | 23,594 | $4.00M | 0.89% | −53−0.2% | Reduced |
| Moran Wealth Management, LLC | 23,530 | $3.99M | 0.15% | −2,739−10.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 23,423 | $3.97M | 2.68% | +196+0.8% | Added |
| Mission Wealth Management, LP | 23,379 | $3.96M | 0.15% | −329−1.4% | Reduced |
| Coastline Trust Co | 23,341 | $3.95M | 0.58% | −1,475−5.9% | Reduced |
| Assetmark, Inc | 23,326 | $3.95M | 0.02% | +1,164+5.3% | Added |
| Hayek Kallen Investment Management | 23,278 | $3.94M | 1.77% | −218−0.9% | Reduced |
| Security National Bank | 23,268 | $3.94M | 1.11% | −242−1.0% | Reduced |
| Naples Global Advisors, LLC | 23,276 | $3.94M | 0.48% | +692+3.1% | Added |
| Chesapeake Asset Management LLC | 23,229 | $3.94M | 3.83% | −331−1.4% | Reduced |
| Anchor Investment Management, LLC | 23,221 | $3.93M | 0.51% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 23,215 | $3.93M | 3.31% | −20−0.1% | Reduced |
| Peloton Wealth Strategists | 23,197 | $3.93M | 1.81% | +1,385+6.3% | Added |
| Union Heritage Capital, LLC | 23,095 | $3.91M | 2.22% | 00.0% | Unchanged |
| Addison Capital Co | 23,084 | $3.91M | 3.05% | −573−2.4% | Reduced |
| Compass Wealth Management LLC | 23,075 | $3.91M | 1.23% | −697−2.9% | Reduced |
| Koshinski Asset Management, Inc. | 22,963 | $3.89M | 0.45% | +686+3.1% | Added |
| Coastal Bridge Advisors, LLC | 22,954 | $3.89M | 1.04% | +232+1.0% | Added |
| Atlas Brown,Inc. | 22,952 | $3.89M | 1.77% | +119+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,939 | $3.89M | 2.54% | +40.0% | Added |
| Mathes Company, Inc. | 22,941 | $3.89M | 1.80% | +400+1.8% | Added |
| Northeast Financial Consultants Inc | 22,887 | $3.88M | 0.24% | +68+0.3% | Added |
| Essex LLC | 22,883 | $3.88M | 1.09% | −1,136−4.7% | Reduced |
| Martin Capital Partners, LLC | 22,857 | $3.87M | 1.63% | +96+0.4% | Added |
| Benjamin Edwards Inc | 22,832 | $3.87M | 0.92% | +257+1.1% | Added |
| Capital Asset Advisory Services LLC | 23,654 | $3.85M | 0.26% | +1,991+9.2% | Added |
| Beck Mack & Oliver LLC | 22,662 | $3.84M | 0.10% | 00.0% | Unchanged |
| Bank Ozk | 22,636 | $3.84M | 2.10% | −3,579−13.7% | Reduced |
| Freestone Capital Holdings, LLC | 22,625 | $3.83M | 0.20% | +5,164+29.6% | Added |
| Broderick Brian C | 22,560 | $3.82M | 1.05% | −495−2.1% | Reduced |
| Meeder Advisory Services, Inc. | 22,516 | $3.82M | 0.48% | −2,931−11.5% | Reduced |
| Bangor Savings Bank | 22,493 | $3.81M | 0.45% | +393+1.8% | Added |
| Schulhoff & Co Inc | 22,477 | $3.81M | 1.93% | −332−1.5% | Reduced |
| STF Management LP | 22,470 | $3.81M | 2.02% | +13,653+154.8% | Added |
| Credit Agricole S A | 22,444 | $3.80M | 0.12% | +5,594+33.2% | Added |
| Inscription Capital, LLC | 22,347 | $3.79M | 1.23% | +328+1.5% | Added |
| Investmark Advisory Group LLC | 22,319 | $3.78M | 2.56% | +154+0.7% | Added |
| Exeter Financial, LLC | 22,308 | $3.78M | 2.00% | +200+0.9% | Added |
| Adirondack Trust Co | 22,307 | $3.78M | 1.89% | +37+0.2% | Added |
| Jag Capital Management, LLC | 22,268 | $3.77M | 0.46% | +672+3.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 22,247 | $3.77M | 0.88% | −775−3.4% | Reduced |
| Ledyard National Bank | 22,220 | $3.76M | 0.43% | +323+1.5% | Added |
| Waterloo Capital, L.P. | 22,200 | $3.76M | 1.10% | +121+0.5% | Added |
| Harbor Investment Advisory, LLC | 22,194 | $3.76M | 0.49% | +892+4.2% | Added |
| Te Ahumairangi Investment Management Ltd | 22,149 | $3.75M | 0.61% | −3,305−13.0% | Reduced |
| IFP Advisors, Inc | 22,082 | $3.74M | 0.17% | +3,309+17.6% | Added |
| Builder Investment Group Inc | 22,068 | $3.74M | 1.47% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 22,041 | $3.73M | 0.94% | −1,953−8.1% | Reduced |
| QV Investors Inc. | 21,925 | $3.71M | 0.39% | −490−2.2% | Reduced |
| Notis-McConarty Edward | 21,922 | $3.71M | 1.51% | 00.0% | Unchanged |
| Asio Capital, LLC | 21,860 | $3.70M | 0.99% | +651+3.1% | Added |
| Evergreen Capital Management LLC | 21,808 | $3.70M | 0.16% | −1,285−5.6% | Reduced |
| Headlands Technologies LLC | 21,808 | $3.70M | 1.82% | +21,808 | New |
| Legacy CG, LLC | 21,804 | $3.69M | 1.72% | +1,813+9.1% | Added |
| Capital Insight Partners, LLC | 21,794 | $3.69M | 0.84% | +491+2.3% | Added |
| Sunbelt Securities, Inc. | 21,793 | $3.69M | 0.51% | +14+0.1% | Added |
| DFPG Investments, LLC | 22,217 | $3.69M | 0.34% | +2,452+12.4% | Added |
| RNC Capital Management LLC | 21,783 | $3.69M | 0.23% | −1,296−5.6% | Reduced |
| Integrated Advisors Network LLC | 21,763 | $3.69M | 0.23% | −385−1.7% | Reduced |
| Magnetar Financial LLC | 21,755 | $3.69M | 0.09% | +4,965+29.6% | Added |
| Shoker Investment Counsel, Inc. | 21,619 | $3.66M | 1.59% | −145−0.7% | Reduced |
| Fairhaven Wealth Management, LLC | 21,575 | $3.66M | 1.46% | +206+1.0% | Added |
| Texas Yale Capital Corp. | 21,566 | $3.65M | 0.16% | −130−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,514 | $3.65M | 0.02% | −20,199−48.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,510 | $3.64M | 0.02% | −264−1.2% | Reduced |
| BCM Advisors, LLC | 21,759 | $3.64M | 1.08% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 21,475 | $3.64M | 2.04% | −1,986−8.5% | Reduced |
| Delta Capital Management LLC | 21,470 | $3.64M | 2.73% | −510−2.3% | Reduced |
| Boit C F David | 21,500 | $3.64M | 2.49% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 21,444 | $3.63M | 1.27% | +181+0.9% | Added |
| Bristlecone Advisors, LLC | 21,383 | $3.62M | 0.41% | +916+4.5% | Added |
| Peoples Bank | 21,364 | $3.62M | 3.10% | +21,364 | New |
| BlueCrest Capital Management Ltd | 21,361 | $3.62M | 0.56% | +13,394+168.1% | Added |
| Eagle Capital Management, LLC | 21,293 | $3.61M | 1.99% | +21,293 | New |
| Financial Advisory Partners, LLC | 21,287 | $3.61M | 1.45% | −282−1.3% | Reduced |
| Garrison Asset Management, LLC | 21,270 | $3.60M | 2.20% | −115−0.5% | Reduced |
| Heritage Trust Co | 21,220 | $3.60M | 0.56% | −80−0.4% | Reduced |
| EPG Wealth Management LLC | 21,203 | $3.59M | 1.08% | +3,360+18.8% | Added |
| Lake Street Advisors Group, LLC | 21,169 | $3.59M | 0.21% | −208−1.0% | Reduced |
| Smith Shellnut Wilson LLC | 21,169 | $3.59M | 2.19% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,150 | $3.58M | 0.10% | −248−1.2% | Reduced |
| Accurate Wealth Management, LLC | 22,218 | $3.56M | 1.12% | +991+4.7% | Added |
| Physicians Financial Services, Inc. | 20,928 | $3.55M | 1.45% | +148+0.7% | Added |
| Claro Advisors LLC | 20,865 | $3.54M | 0.88% | +707+3.5% | Added |
| Brooks, Moore & Associates, Inc. | 20,698 | $3.51M | 2.65% | −64−0.3% | Reduced |
| Sendero Wealth Management, LLC | 20,623 | $3.49M | 0.75% | −231−1.1% | Reduced |
| Mark Stevens | 20,622 | $3.49M | 0.47% | +158+0.8% | Added |
| GPS Wealth Strategies Group, LLC | 20,590 | $3.49M | 0.67% | +174+0.9% | Added |