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 |
|---|---|---|---|---|---|
| Stevens Capital Management LP | 10,767 | $1.82M | 0.53% | −4,622−30.0% | Reduced |
| First Command Advisory Services, Inc. | 10,754 | $1.82M | 0.02% | +10,754 | New |
| Orleans Capital Management Corp | 10,753 | $1.82M | 1.35% | +620+6.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,718 | $1.82M | 2.08% | −10−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 10,690 | $1.81M | 0.89% | −2,483−18.8% | Reduced |
| Holderness Investments Co | 10,682 | $1.81M | 0.70% | +34+0.3% | Added |
| Wolff Wiese Magana LLC | 10,677 | $1.81M | 1.47% | +243+2.3% | Added |
| Archer Investment Corp | 10,641 | $1.80M | 0.63% | +834+8.5% | Added |
| Cadinha & Co LLC | 10,631 | $1.80M | 0.40% | +80+0.8% | Added |
| Dudley Capital Management, LLC | 10,612 | $1.80M | 1.26% | +577+5.7% | Added |
| Zions Bancorporation, N.A. | 10,580 | $1.79M | 0.16% | −339−3.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,543 | $1.79M | 0.99% | +3,625+52.4% | Added |
| Schechter Investment Advisors, LLC | 10,524 | $1.78M | 0.17% | +442+4.4% | Added |
| Westover Capital Advisors, LLC | 10,511 | $1.78M | 0.65% | −421−3.9% | Reduced |
| Connecticut Wealth Management, LLC | 10,498 | $1.78M | 0.12% | +6,119+139.7% | Added |
| Berkshire Bank | 10,495 | $1.78M | 0.51% | +314+3.1% | Added |
| Ahl Investment Management, Inc. | 10,494 | $1.78M | 1.58% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 10,467 | $1.77M | 0.34% | −223−2.1% | Reduced |
| Guardian Investment Management | 10,460 | $1.77M | 1.62% | +30+0.3% | Added |
| Vista Investment Management | 10,445 | $1.77M | 0.93% | +87+0.8% | Added |
| Laidlaw Wealth Management LLC | 10,417 | $1.77M | 0.58% | −1,455−12.3% | Reduced |
| Charles Schwab Trust Co | 10,391 | $1.76M | 0.20% | +5,152+98.3% | Added |
| Redwood Investment Management, LLC | 10,364 | $1.76M | 0.15% | +6,071+141.4% | Added |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.75M | 0.81% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 10,331 | $1.75M | 0.51% | −122−1.2% | Reduced |
| Alpha DNA Investment Management LLC | 10,325 | $1.75M | 1.12% | −123−1.2% | Reduced |
| PFG Investments, LLC | 10,312 | $1.75M | 0.33% | +301+3.0% | Added |
| Canton Hathaway, LLC | 10,302 | $1.75M | 0.55% | +59+0.6% | Added |
| Renaissance Technologies LLC | 10,259 | $1.74M | 0.00% | −794,913−98.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 10,205 | $1.73M | 1.57% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 10,200 | $1.73M | 0.76% | +1,669+19.6% | Added |
| Insigneo Advisory Services, LLC | 10,197 | $1.73M | 0.35% | +367+3.7% | Added |
| Park Edge Advisors, LLC | 10,196 | $1.73M | 0.62% | −2,024−16.6% | Reduced |
| McRae Capital Management Inc | 10,193 | $1.73M | 0.51% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,186 | $1.73M | 0.24% | −2,317−18.5% | Reduced |
| Phoenix Holdings Ltd. | 10,121 | $1.72M | 0.03% | +2,021+25.0% | Added |
| HGK Asset Management Inc | 10,140 | $1.72M | 0.56% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10,117 | $1.71M | 0.37% | −118−1.2% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 10,103 | $1.71M | 1.05% | +152+1.5% | Added |
| Founders Capital Management | 10,080 | $1.71M | 1.30% | −138−1.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,066 | $1.71M | 0.94% | +10.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,058 | $1.70M | 0.35% | +2,759+37.8% | Added |
| Asset Advisors Investment Management, LLC | 10,039 | $1.70M | 0.23% | −200−2.0% | Reduced |
| Legacy Trust | 10,024 | $1.70M | 0.49% | −570−5.4% | Reduced |
| Columbia Trust Co 01012016 | 9,993 | $1.69M | 0.98% | +260+2.7% | Added |
| New England Research & Management, Inc. | 9,918 | $1.68M | 0.96% | +3,875+64.1% | Added |
| STAR Financial Bank | 9,902 | $1.68M | 1.72% | +126+1.3% | Added |
| Mission Creek Capital Partners, Inc. | 9,894 | $1.68M | 0.56% | +313+3.3% | Added |
| Atlas Private Wealth Management | 9,806 | $1.66M | 0.89% | +69+0.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 9,780 | $1.66M | 0.84% | +3,314+51.3% | Added |
| Union Savings Bank | 9,783 | $1.66M | 1.03% | +400+4.3% | Added |
| Aviance Capital Partners, LLC | 9,757 | $1.65M | 0.37% | +85+0.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,755 | $1.65M | 1.25% | −750−7.1% | Reduced |
| Paragon Private Wealth Management, LLC | 9,726 | $1.65M | 1.36% | +322+3.4% | Added |
| Accredited Investors Inc. | 9,724 | $1.65M | 0.12% | −274−2.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 9,705 | $1.64M | 0.16% | 00.0% | Unchanged |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 9,700 | $1.64M | 0.00% | +9,700 | New |
| Perennial Investment Advisors, LLC | 9,695 | $1.64M | 0.30% | +148+1.6% | Added |
| Lavaca Capital LLC | 9,689 | $1.64M | 0.59% | −4,294−30.7% | Reduced |
| Staley Capital Advisers Inc | 9,687 | $1.64M | 0.09% | +677+7.5% | Added |
| Curi Capital | 9,664 | $1.64M | 0.25% | −918−8.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,662 | $1.64M | 0.97% | +815+9.2% | Added |
| Key Financial Inc | 9,641 | $1.63M | 0.55% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 9,636 | $1.63M | 0.62% | 00.0% | Unchanged |
| Rogco, LP | 9,629 | $1.63M | 0.81% | +9,629 | New |
| Etesian Wealth Advisors, Inc. | 9,623 | $1.63M | 1.10% | −431−4.3% | Reduced |
| Calamos Wealth Management LLC | 9,599 | $1.63M | 0.12% | +243+2.6% | Added |
| Schrum Private Wealth Management LLC | 9,601 | $1.63M | 1.85% | +8+0.1% | Added |
| Hudson Canyon Capital Management | 9,594 | $1.63M | 1.33% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 9,495 | $1.61M | 0.89% | +137+1.5% | Added |
| Edge Capital Group, LLC | 9,466 | $1.60M | 0.10% | −7,147−43.0% | Reduced |
| Campbell Newman Asset Management Inc | 9,454 | $1.60M | 0.15% | 00.0% | Unchanged |
| Financial Advisory Group | 9,424 | $1.60M | 0.33% | −256−2.6% | Reduced |
| Paradigm Asset Management Co LLC | 9,411 | $1.59M | 0.45% | −400−4.1% | Reduced |
| Northwest Bancshares, Inc. | 9,407 | $1.59M | 0.31% | +70+0.7% | Added |
| B&D White Capital Company, LLC | 9,400 | $1.59M | 0.59% | +9,400 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 9,395 | $1.59M | 0.71% | +1,872+24.9% | Added |
| Essex Investment Management Co LLC | 9,384 | $1.59M | 0.26% | −18,093−65.8% | Reduced |
| WealthShield Partners, LLC | 9,383 | $1.59M | 0.24% | +122+1.3% | Added |
| J.W. Cole Advisors, Inc. | 9,378 | $1.59M | 0.12% | −40.0% | Reduced |
| Boothbay Fund Management, LLC | 9,364 | $1.59M | 0.06% | +2,299+32.5% | Added |
| West Family Investments, Inc. | 9,335 | $1.58M | 0.55% | +105+1.1% | Added |
| Blue Square Asset Management, LLC | 9,329 | $1.58M | 1.16% | −1,745−15.8% | Reduced |
| Lake Street Financial LLC | 9,290 | $1.57M | 0.28% | +20+0.2% | Added |
| Nicolet Bankshares Inc | 9,278 | $1.57M | 0.48% | +610+7.0% | Added |
| Valley Brook Capital Group | 9,276 | $1.57M | 1.55% | 00.0% | Unchanged |
| Imprint Wealth LLC | 9,258 | $1.57M | 1.33% | −172−1.8% | Reduced |
| Alhambra Investment Partners LLC | 9,247 | $1.57M | 1.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 9,264 | $1.57M | 0.39% | −166−1.8% | Reduced |
| Mairs & Power Inc | 9,212 | $1.56M | 0.02% | −621−6.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 9,201 | $1.56M | 0.10% | +47+0.5% | Added |
| Leonteq Securities AG | 9,201 | $1.56M | 0.16% | +5,749+166.5% | Added |
| Eliot Finkel Investment Counsel, LLC | 9,200 | $1.56M | 1.05% | −50−0.5% | Reduced |
| Blue Fin Capital, Inc. | 9,163 | $1.55M | 0.45% | +285+3.2% | Added |
| Martin & Co Inc | 9,159 | $1.55M | 0.41% | +356+4.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9,158 | $1.55M | 0.56% | +9,158 | New |
| AIA Group Ltd | 9,147 | $1.55M | 0.08% | +5,881+180.1% | Added |
| Change Path, LLC | 9,139 | $1.55M | 0.11% | −23,247−71.8% | Reduced |
| Pine Haven Investment Counsel, Inc | 9,116 | $1.54M | 1.60% | +56+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,106 | $1.54M | 0.37% | −528−5.5% | Reduced |