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 |
|---|---|---|---|---|---|
| Baader Bank INC | 12,894 | $2.16M | 0.20% | −1,206−8.6% | Reduced |
| Jefferies Financial Group Inc. | 12,749 | $2.16M | 0.05% | +3,738+41.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,673 | $2.15M | 0.10% | +440+3.6% | Added |
| Meridian Wealth Advisors, LLC | 12,669 | $2.15M | 0.54% | −241−1.9% | Reduced |
| Forum Financial Management, LP | 12,661 | $2.15M | 0.05% | −649−4.9% | Reduced |
| Atlas Private Wealth Advisors | 12,630 | $2.14M | 0.40% | +1,630+14.8% | Added |
| IMS Capital Management | 12,613 | $2.14M | 1.28% | +65+0.5% | Added |
| LSV Asset Management | 12,603 | $2.13M | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 12,594 | $2.13M | 0.52% | +564+4.7% | Added |
| Independence Bank of Kentucky | 12,576 | $2.13M | 0.90% | −415−3.2% | Reduced |
| Nixon Peabody Trust Co | 12,561 | $2.13M | 1.78% | +1,287+11.4% | Added |
| International Assets Investment Management, LLC | 31,450 | $2.13M | 0.29% | +1,592+5.3% | Added |
| LGT Fund Management Co Ltd. | 12,550 | $2.12M | 1.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,514 | $2.12M | 0.05% | +12,514 | New |
| Wisconsin Capital Management LLC | 12,510 | $2.12M | 1.40% | −25−0.2% | Reduced |
| Kathmere Capital Management, LLC | 12,495 | $2.12M | 0.31% | +1,408+12.7% | Added |
| Seven Eight Capital, LP | 12,460 | $2.11M | 0.25% | +12,460 | New |
| Mitchell McLeod Pugh & Williams Inc | 12,438 | $2.11M | 0.62% | +598+5.1% | Added |
| TCI Wealth Advisors, Inc. | 12,431 | $2.11M | 0.27% | +25+0.2% | Added |
| Sweet Financial Partners, LLC | 12,418 | $2.10M | 0.56% | +1,678+15.6% | Added |
| Means Investment Co., Inc. | 12,411 | $2.10M | 0.34% | −132−1.1% | Reduced |
| Caliber Wealth Management, LLC | 12,401 | $2.10M | 1.41% | +1,309+11.8% | Added |
| Saxon Interests, Inc. | 12,401 | $2.10M | 1.41% | +12,401 | New |
| Summit Financial Group Inc | 12,442 | $2.10M | 0.88% | −235−1.9% | Reduced |
| Signet Investment Advisory Group, Inc. | 12,384 | $2.10M | 1.39% | +670+5.7% | Added |
| Burke & Herbert Bank & Trust Co | 12,381 | $2.10M | 1.70% | −938−7.0% | Reduced |
| RKL Wealth Management LLC | 12,359 | $2.09M | 0.26% | −194−1.5% | Reduced |
| Scott & Selber, Inc. | 12,361 | $2.09M | 0.87% | −33−0.3% | Reduced |
| Panoramic Investment Advisors, LLC | 12,342 | $2.09M | 1.92% | +12,342 | New |
| Dover Advisors, LLC | 12,340 | $2.09M | 2.12% | −10−0.1% | Reduced |
| Cornerstone Wealth Management, LLC | 12,319 | $2.09M | 0.20% | +530+4.5% | Added |
| Providence Wealth Advisors, LLC | 12,403 | $2.09M | 2.33% | +84+0.7% | Added |
| Elevated Capital Advisors, LLC | 12,302 | $2.08M | 0.71% | −780−6.0% | Reduced |
| StrongBox Wealth, LLC | 12,286 | $2.08M | 1.33% | +346+2.9% | Added |
| Little House Capital LLC | 12,261 | $2.08M | 0.85% | +4,551+59.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 12,248 | $2.08M | 0.27% | +2,881+30.8% | Added |
| New England Asset Management Inc | 12,239 | $2.07M | 0.34% | −100−0.8% | Reduced |
| Hemenway Trust Co LLC | 12,109 | $2.05M | 0.22% | +298+2.5% | Added |
| Arbor Capital Management Inc | 12,723 | $2.05M | 1.82% | −82−0.6% | Reduced |
| Lantz Financial LLC | 12,064 | $2.04M | 0.81% | −233−1.9% | Reduced |
| Stonebridge Capital Advisors LLC | 11,997 | $2.03M | 0.22% | −404−3.3% | Reduced |
| Oarsman Capital, Inc. | 11,948 | $2.02M | 0.85% | −77−0.6% | Reduced |
| Hamel Associates, Inc. | 11,942 | $2.02M | 0.74% | +95+0.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,928 | $2.02M | 1.57% | −148−1.2% | Reduced |
| CoreCap Advisors, LLC | 11,887 | $2.01M | 0.15% | +389+3.4% | Added |
| SJS Investment Consulting Inc. | 11,885 | $2.01M | 0.51% | +209+1.8% | Added |
| Allred Capital Management, LLC | 11,863 | $2.01M | 1.00% | −166−1.4% | Reduced |
| Jackson Square Capital, LLC | 11,848 | $2.01M | 0.81% | +200+1.7% | Added |
| Formidable Asset Management, LLC | 11,845 | $2.01M | 0.44% | +26+0.2% | Added |
| Eqis Capital Management, Inc. | 11,828 | $2.00M | 0.25% | −123−1.0% | Reduced |
| Kennon-Green & Company, LLC | 11,810 | $2.00M | 1.99% | 00.0% | Unchanged |
| West Oak Capital, LLC | 11,809 | $2.00M | 0.99% | −73−0.6% | Reduced |
| Garrison Point Advisors, LLC | 11,805 | $2.00M | 1.55% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 11,796 | $2.00M | 0.30% | −122−1.0% | Reduced |
| Suncoast Equity Management | 11,772 | $1.99M | 0.30% | +1,953+19.9% | Added |
| West Branch Capital LLC | 11,735 | $1.99M | 1.04% | +14+0.1% | Added |
| Forte Capital LLC | 11,710 | $1.98M | 0.31% | +61+0.5% | Added |
| Dividend Assets Capital, LLC | 11,688 | $1.98M | 0.41% | −29−0.2% | Reduced |
| Eudaimonia Partners, LLC | 11,590 | $1.96M | 0.48% | +60+0.5% | Added |
| AdvisorNet Financial, Inc | 11,589 | $1.96M | 0.18% | −2,548−18.0% | Reduced |
| Angeles Wealth Management, LLC | 11,579 | $1.96M | 0.28% | +795+7.4% | Added |
| KCS Wealth Advisory | 11,553 | $1.96M | 0.83% | −1,432−11.0% | Reduced |
| Mach-1 Financial Group, Inc. | 11,502 | $1.95M | 0.82% | −50−0.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 11,482 | $1.95M | 0.99% | −484−4.0% | Reduced |
| Perpetual Ltd | 11,445 | $1.94M | 0.02% | −337−2.9% | Reduced |
| Chapin Davis, Inc. | 11,440 | $1.94M | 0.93% | −1,471−11.4% | Reduced |
| Hoylecohen, LLC | 11,433 | $1.94M | 0.18% | +682+6.3% | Added |
| Archford Capital Strategies, LLC | 11,427 | $1.94M | 0.39% | −400−3.4% | Reduced |
| Norway Savings Bank | 11,403 | $1.93M | 0.95% | +685+6.4% | Added |
| Accel Wealth Management | 11,377 | $1.93M | 1.07% | +539+5.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,376 | $1.93M | 0.19% | +11,376 | New |
| IFG Advisory, LLC | 11,360 | $1.92M | 0.16% | +11,360 | New |
| Bigelow Investment Advisors, LLC | 11,346 | $1.92M | 1.10% | 00.0% | Unchanged |
| Becker Capital Management Inc | 11,337 | $1.92M | 0.08% | +73+0.6% | Added |
| Syon Capital LLC | 11,329 | $1.92M | 0.24% | +11,329 | New |
| PYA Waltman Capital, LLC | 11,318 | $1.92M | 0.81% | +2,845+33.6% | Added |
| Clean Yield Group | 11,785 | $1.92M | 0.85% | +828+7.6% | Added |
| Detalus Advisors, LLC | 11,225 | $1.90M | 0.89% | −195−1.7% | Reduced |
| Banco de Sabadell, S.A | 11,188 | $1.90M | 1.65% | −135−1.2% | Reduced |
| Ellsworth Advisors, LLC | 11,768 | $1.89M | 0.67% | −151−1.3% | Reduced |
| Washington Trust Bank | 11,148 | $1.89M | 0.20% | +1,696+17.9% | Added |
| Investment Partners, Ltd. | 11,106 | $1.88M | 0.99% | +3,010+37.2% | Added |
| Foster Dykema Cabot & Co Inc | 11,104 | $1.88M | 0.23% | +585+5.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $1.88M | 0.71% | 00.0% | Unchanged |
| First Foundation Advisors | 11,077 | $1.88M | 0.09% | −1,563−12.4% | Reduced |
| Portside Wealth Group, LLC | 11,042 | $1.87M | 0.35% | +293+2.7% | Added |
| Insight Inv LLC | 11,640 | $1.87M | 2.07% | −270−2.3% | Reduced |
| Poehling Capital Management, LLC | 11,022 | $1.87M | 0.65% | +60+0.5% | Added |
| Delta Asset Management LLC | 11,019 | $1.87M | 0.19% | +10+0.1% | Added |
| JFS Wealth Advisors, LLC | 10,917 | $1.85M | 0.17% | −99−0.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,384 | $1.85M | 0.86% | +93+0.8% | Added |
| Security National Bank of Sioux City Iowa | 10,894 | $1.85M | 1.44% | −485−4.3% | Reduced |
| Ghe, LLC | 10,882 | $1.84M | 1.25% | −20.0% | Reduced |
| ISAM Funds (UK) Ltd | 10,857 | $1.84M | 1.16% | +10,857 | New |
| Chicago Partners Investment Group LLC | 11,480 | $1.84M | 0.10% | +980+9.3% | Added |
| Global Financial Private Client, LLC | 10,861 | $1.84M | 0.95% | −6−0.1% | Reduced |
| First County Bank | 10,842 | $1.84M | 0.96% | +616+6.0% | Added |
| TCG Advisory Services, LLC | 10,840 | $1.84M | 0.29% | +266+2.5% | Added |
| NorthRock Partners, LLC | 10,808 | $1.83M | 0.19% | +237+2.2% | Added |
| Echo Street Capital Management LLC | 10,783 | $1.83M | 0.02% | +6,698+164.0% | Added |