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 |
|---|---|---|---|---|---|
| Aull & Monroe Investment Management Corp | 20,569 | $3.49M | 1.82% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 20,530 | $3.48M | 3.68% | −1,645−7.4% | Reduced |
| Field & Main Bank | 20,501 | $3.47M | 1.63% | +8,778+74.9% | Added |
| Northstar Group, Inc. | 20,486 | $3.47M | 0.82% | +90.0% | Added |
| Radnor Capital Management, LLC | 20,476 | $3.47M | 0.69% | +20,476 | New |
| Watchman Group, Inc. | 20,419 | $3.46M | 1.47% | −36−0.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 20,370 | $3.45M | 0.11% | +1,820+9.8% | Added |
| Silphium Asset Management Ltd | 20,350 | $3.45M | 1.12% | 00.0% | Unchanged |
| Twin Capital Management Inc | 20,318 | $3.44M | 0.49% | +95+0.5% | Added |
| Edgestream Partners, L.P. | 20,230 | $3.43M | 0.27% | +17,179+563.1% | Added |
| Fulton Bank, N.A. | 20,114 | $3.41M | 0.17% | +148+0.7% | Added |
| Cutter & CO Brokerage, Inc. | 20,109 | $3.41M | 1.00% | −21−0.1% | Reduced |
| Riverbridge Partners LLC | 20,098 | $3.41M | 0.05% | −478−2.3% | Reduced |
| Bull Street Advisors, LLC | 20,095 | $3.40M | 1.80% | +174+0.9% | Added |
| Resonant Capital Advisors, LLC | 20,094 | $3.40M | 0.36% | +244+1.2% | Added |
| Beta Wealth Group, Inc. | 20,088 | $3.40M | 2.01% | +20,088 | New |
| Cadent Capital Advisors, LLC | 20,063 | $3.40M | 1.65% | −526−2.6% | Reduced |
| James Investment Research Inc | 20,044 | $3.40M | 0.45% | −39−0.2% | Reduced |
| Baxter Bros Inc | 20,019 | $3.39M | 0.51% | −134−0.7% | Reduced |
| Independent Investors Inc | 19,996 | $3.39M | 0.86% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 19,911 | $3.37M | 1.81% | +589+3.0% | Added |
| Kavar Capital Partners Group, LLC | 19,851 | $3.36M | 0.73% | +1,570+8.6% | Added |
| Aspiriant, LLC | 19,804 | $3.36M | 0.17% | +97+0.5% | Added |
| Waldron Private Wealth LLC | 19,795 | $3.35M | 0.17% | −142−0.7% | Reduced |
| Boyd Watterson Asset Management LLC | 19,735 | $3.34M | 1.46% | +373+1.9% | Added |
| Oak Asset Management, LLC | 19,728 | $3.34M | 1.43% | +284+1.5% | Added |
| Fund Management at Engine No. 1 LLC | 19,688 | $3.34M | 0.53% | +1,752+9.8% | Added |
| Guardian Capital LP | 19,686 | $3.34M | 0.12% | +1,129+6.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 19,636 | $3.33M | 0.72% | +2,237+12.9% | Added |
| Independent Financial Group, LLC | 19,602 | $3.32M | 0.22% | +880+4.7% | Added |
| Patten Group, Inc. | 19,531 | $3.31M | 0.99% | −56−0.3% | Reduced |
| Cottage Street Advisors LLC | 19,506 | $3.31M | 2.42% | +175+0.9% | Added |
| Monument Capital Management | 19,498 | $3.30M | 1.11% | −1,391−6.7% | Reduced |
| Kinloch Capital, LLC | 19,461 | $3.30M | 2.07% | −572−2.9% | Reduced |
| Fragasso Group Inc. | 19,454 | $3.30M | 0.35% | +1,135+6.2% | Added |
| Red Cedar Investment Management, LLC | 19,448 | $3.30M | 0.50% | +174+0.9% | Added |
| Level Four Advisory Services, LLC | 19,393 | $3.29M | 0.21% | −1,162−5.7% | Reduced |
| Leavell Investment Management, Inc. | 19,377 | $3.28M | 0.23% | −97−0.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 19,355 | $3.28M | 0.29% | −2,345−10.8% | Reduced |
| Wealth Alliance | 19,337 | $3.28M | 0.52% | +108+0.6% | Added |
| HBW Advisory Services LLC | 19,274 | $3.27M | 0.68% | +15,652+432.1% | Added |
| Gladstone Institutional Advisory LLC | 19,210 | $3.25M | 0.21% | −205−1.1% | Reduced |
| Triangle Securities Wealth Management | 19,209 | $3.25M | 1.16% | +116+0.6% | Added |
| Altrius Capital Management Inc | 19,182 | $3.25M | 0.96% | +361+1.9% | Added |
| Buckingham Strategic Partners | 19,167 | $3.25M | 0.16% | +13,220+222.3% | Added |
| Griffin Asset Management, Inc. | 19,165 | $3.25M | 0.46% | −732−3.7% | Reduced |
| Hengehold Capital Management LLC | 19,137 | $3.24M | 0.42% | −80.0% | Reduced |
| Keene & Associates, Inc. | 19,128 | $3.24M | 2.60% | +385+2.1% | Added |
| CAPROCK Group, Inc. | 19,093 | $3.24M | 0.24% | +978+5.4% | Added |
| Estabrook Capital Management | 19,042 | $3.23M | 0.57% | −161−0.8% | Reduced |
| Quadrant Capital Group LLC | 19,031 | $3.22M | 0.32% | −317−1.6% | Reduced |
| Somerset Trust Co | 19,023 | $3.22M | 1.47% | −34−0.2% | Reduced |
| All Terrain Financial Advisors, LLC | 18,967 | $3.21M | 1.63% | +150+0.8% | Added |
| Gunn & Co Investment Management, Inc. | 18,951 | $3.21M | 2.82% | +18,951 | New |
| Beacon Investment Advisory Services, Inc. | 18,947 | $3.21M | 0.16% | −161−0.8% | Reduced |
| Jupiter Wealth Management LLC | 19,137 | $3.19M | 2.07% | +3,100+19.3% | Added |
| NJ State Employees Deferred Compensation Plan | 18,851 | $3.19M | 0.49% | 00.0% | Unchanged |
| TFG Advisers LLC | 18,778 | $3.18M | 1.49% | +519+2.8% | Added |
| Enterprise Bank & Trust Co | 18,621 | $3.16M | 1.30% | −457−2.4% | Reduced |
| Maven Securities LTD | 18,592 | $3.15M | 0.35% | +16,398+747.4% | Added |
| Essex Savings Bank | 18,591 | $3.15M | 1.06% | −13−0.1% | Reduced |
| Csenge Advisory Group | 18,588 | $3.15M | 0.21% | +34+0.2% | Added |
| Marino, Stram & Associates LLC | 18,549 | $3.14M | 0.92% | +215+1.2% | Added |
| Hodges Capital Management Inc. | 18,517 | $3.14M | 0.37% | −5,579−23.2% | Reduced |
| Symmetry Partners, LLC | 18,511 | $3.14M | 0.17% | −656−3.4% | Reduced |
| StoneX Group Inc. | 18,504 | $3.14M | 0.34% | +1,455+8.5% | Added |
| Strategic Financial Services, Inc, | 18,419 | $3.12M | 0.24% | −141−0.8% | Reduced |
| Smith, Moore & Co. | 18,554 | $3.11M | 0.41% | +1,032+5.9% | Added |
| McDonald Partners LLC | 18,308 | $3.10M | 1.01% | −978−5.1% | Reduced |
| Northstar Asset Management LLC | 18,288 | $3.10M | 0.89% | +1,914+11.7% | Added |
| Cozad Asset Management Inc | 18,283 | $3.10M | 0.40% | +30.0% | Added |
| Gs Investments, Inc. | 18,271 | $3.10M | 1.77% | −70−0.4% | Reduced |
| Mather Group, LLC. | 18,253 | $3.09M | 0.05% | +1,925+11.8% | Added |
| CWS Financial Advisors, LLC | 18,176 | $3.08M | 1.23% | −734−3.9% | Reduced |
| SageView Advisory Group, LLC | 18,167 | $3.08M | 0.18% | +41+0.2% | Added |
| Wintrust Investments LLC | 18,160 | $3.08M | 0.32% | +1,637+9.9% | Added |
| First Business Financial Services, Inc. | 18,154 | $3.08M | 0.39% | +421+2.4% | Added |
| Arcadia Investment Management Corp | 18,146 | $3.07M | 0.65% | −1,977−9.8% | Reduced |
| Puzo Michael J | 18,145 | $3.07M | 1.04% | −675−3.6% | Reduced |
| Alpha Omega Wealth Management LLC | 18,127 | $3.07M | 0.53% | −383−2.1% | Reduced |
| Cape Ann Savings Bank | 18,125 | $3.07M | 2.15% | −340−1.8% | Reduced |
| First Western Trust Bank | 18,098 | $3.07M | 0.16% | −126−0.7% | Reduced |
| Bank of Hawaii | 18,092 | $3.07M | 0.18% | +311+1.7% | Added |
| Peak Asset Management, LLC | 18,032 | $3.06M | 0.74% | −1,105−5.8% | Reduced |
| White Pine Capital LLC | 18,028 | $3.05M | 1.23% | −174−1.0% | Reduced |
| Amussen Hunsaker Associates LLC | 17,991 | $3.05M | 0.70% | −311−1.7% | Reduced |
| Nvest Financial, LLC | 17,975 | $3.05M | 2.84% | +296+1.7% | Added |
| Murphy Pohlad Asset Management LLC | 17,927 | $3.04M | 1.33% | −25−0.1% | Reduced |
| Invesco, LLC | 17,911 | $3.03M | 1.53% | +253+1.4% | Added |
| Howard Financial Services, Ltd. | 17,893 | $3.03M | 0.70% | +741+4.3% | Added |
| American National Bank | 17,873 | $3.03M | 0.52% | +10,887+155.8% | Added |
| Thomasville National Bank | 17,861 | $3.03M | 0.30% | −230−1.3% | Reduced |
| First National Advisers, LLC | 17,828 | $3.02M | 1.35% | +8,308+87.3% | Added |
| M Holdings Securities, Inc. | 17,796 | $3.02M | 0.40% | +6,479+57.3% | Added |
| Garrett Investment Advisors LLC | 17,750 | $3.01M | 0.40% | +1,667+10.4% | Added |
| Farmers National Bank | 17,700 | $3.00M | 1.04% | −522−2.9% | Reduced |
| Old Second National Bank of Aurora | 17,654 | $2.99M | 0.91% | −449−2.5% | Reduced |
| Sentinel Trust Co Lba | 17,608 | $2.98M | 0.42% | +243+1.4% | Added |
| Zhang Financial LLC | 17,593 | $2.98M | 0.30% | −1,152−6.1% | Reduced |
| Duncker Streett & Co Inc | 17,577 | $2.98M | 0.69% | −14−0.1% | Reduced |