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 |
|---|---|---|---|---|---|
| Himension Fund | 9,104 | $1.54M | 0.16% | +9,104 | New |
| Beaumont Asset Management, L.L.C. | 9,098 | $1.54M | 1.27% | +177+2.0% | Added |
| McNamara Financial Services, Inc. | 9,071 | $1.54M | 0.38% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 9,028 | $1.53M | 0.31% | +13+0.1% | Added |
| Legacy Financial Advisors, Inc. | 8,993 | $1.52M | 0.30% | +413+4.8% | Added |
| Monarch Capital Management Inc | 8,960 | $1.52M | 0.49% | 00.0% | Unchanged |
| Pflug Koory, LLC | 8,960 | $1.52M | 0.88% | +59+0.7% | Added |
| Sargent Investment Group, LLC | 8,944 | $1.52M | 0.37% | +553+6.6% | Added |
| Abbot Financial Management, Inc. | 8,933 | $1.51M | 1.02% | −592−6.2% | Reduced |
| S.A. Mason LLC | 8,903 | $1.51M | 1.09% | +7+0.1% | Added |
| Kingfisher Capital LLC | 8,893 | $1.51M | 0.41% | +27+0.3% | Added |
| Hilltop Holdings Inc. | 8,884 | $1.51M | 0.19% | +702+8.6% | Added |
| Main Street Financial Solutions, LLC | 8,877 | $1.50M | 0.21% | +122+1.4% | Added |
| Acropolis Investment Management, LLC | 8,874 | $1.50M | 0.12% | −6,737−43.2% | Reduced |
| Cahaba Wealth Management, Inc. | 8,869 | $1.50M | 0.17% | −70−0.8% | Reduced |
| Marcum Wealth, LLC | 8,834 | $1.50M | 0.18% | +70+0.8% | Added |
| Oxbow Advisors, LLC | 8,832 | $1.50M | 0.24% | −84−0.9% | Reduced |
| Gratus Capital LLC | 8,821 | $1.49M | 0.10% | +1,124+14.6% | Added |
| StrategIQ Financial Group, LLC | 8,807 | $1.49M | 0.17% | −195−2.2% | Reduced |
| Stockman Wealth Management, Inc. | 8,801 | $1.49M | 0.33% | +55+0.6% | Added |
| Greenfield Savings Bank | 8,761 | $1.48M | 0.93% | −20−0.2% | Reduced |
| West Paces Advisors Inc. | 8,751 | $1.48M | 0.46% | −596−6.4% | Reduced |
| Indiana Trust & Investment Management CO | 8,725 | $1.48M | 0.75% | −325−3.6% | Reduced |
| Taylor Hoffman Wealth Management | 8,703 | $1.47M | 0.76% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 8,702 | $1.47M | 0.51% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 8,673 | $1.47M | 0.25% | −264−3.0% | Reduced |
| Beck Bode, LLC | 8,671 | $1.47M | 0.38% | +8,671 | New |
| WNY Asset Management, LLC | 8,661 | $1.47M | 0.29% | +234+2.8% | Added |
| Mill Creek Capital Advisors, LLC | 8,656 | $1.47M | 0.05% | −386−4.3% | Reduced |
| Argus Investors' Counsel, Inc. | 8,643 | $1.46M | 1.06% | −270−3.0% | Reduced |
| Cullen Capital Management LLC | 8,595 | $1.46M | 0.02% | −10−0.1% | Reduced |
| Twelve Points Wealth Management LLC | 8,572 | $1.45M | 0.72% | +699+8.9% | Added |
| Glen Eagle Advisors, LLC | 8,553 | $1.45M | 0.34% | +644+8.1% | Added |
| Capital Investment Advisory Services, LLC | 8,531 | $1.45M | 0.14% | +115+1.4% | Added |
| CoreFirst Bank & Trust | 8,496 | $1.44M | 1.02% | −20−0.2% | Reduced |
| Lionsbridge Wealth Management LLC | 8,485 | $1.44M | 1.36% | +61+0.7% | Added |
| Vigilare Wealth Management | 8,477 | $1.44M | 0.92% | +16+0.2% | Added |
| Summit Financial, LLC | 8,459 | $1.43M | 0.11% | +92+1.1% | Added |
| Cambridge Advisors Inc. | 8,435 | $1.43M | 0.38% | −105−1.2% | Reduced |
| Great Lakes Retirement, Inc. | 8,429 | $1.43M | 0.26% | +131+1.6% | Added |
| Moser Wealth Advisors, LLC | 8,423 | $1.43M | 1.00% | +15+0.2% | Added |
| Oakworth Capital, Inc. | 8,421 | $1.43M | 0.13% | −508−5.7% | Reduced |
| Signet Financial Management, LLC | 8,412 | $1.43M | 0.24% | +236+2.9% | Added |
| St. Johns Investment Management Company, LLC | 8,399 | $1.42M | 0.81% | −60−0.7% | Reduced |
| My Legacy Advisors, LLC | 8,850 | $1.42M | 0.58% | −35−0.4% | Reduced |
| Concord Asset Management, LLC | 8,377 | $1.42M | 0.48% | +2,591+44.8% | Added |
| CenterBook Partners LP | 8,337 | $1.41M | 0.18% | +4,464+115.3% | Added |
| CWA Asset Management Group, LLC | 8,337 | $1.41M | 0.10% | +316+3.9% | Added |
| ShankerValleau Wealth Advisors, Inc. | 8,329 | $1.41M | 0.79% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 8,318 | $1.41M | 0.55% | +69+0.8% | Added |
| Delta Financial Group, Inc. | 8,317 | $1.41M | 0.49% | +8,317 | New |
| Nicholas Hoffman & Company, LLC. | 8,275 | $1.40M | 0.10% | −109−1.3% | Reduced |
| ORG Partners LLC | 8,265 | $1.40M | 0.41% | −2,193−21.0% | Reduced |
| Grove Bank & Trust | 8,260 | $1.40M | 0.29% | −202−2.4% | Reduced |
| Piscataqua Savings Bank | 8,256 | $1.40M | 1.22% | −43−0.5% | Reduced |
| Wealthsource Partners, LLC | 8,240 | $1.40M | 0.10% | −582−6.6% | Reduced |
| Gould Asset Management LLC | 8,236 | $1.40M | 0.39% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 8,230 | $1.39M | 0.63% | +1,047+14.6% | Added |
| Court Place Advisors, LLC | 8,200 | $1.39M | 0.49% | +10.0% | Added |
| PDS Planning, Inc | 8,159 | $1.38M | 0.18% | −119−1.4% | Reduced |
| Loudon Investment Management, LLC | 8,158 | $1.38M | 0.95% | −221−2.6% | Reduced |
| Pacitti Group Inc. | 8,150 | $1.38M | 0.97% | +112+1.4% | Added |
| Aberdeen Wealth Management LLC | 8,150 | $1.38M | 1.04% | −44−0.5% | Reduced |
| Smith Anglin Financial, LLC | 8,141 | $1.38M | 0.17% | +175+2.2% | Added |
| Cutler Group LP | 8,140 | $1.38M | 0.22% | +5,574+217.2% | Added |
| Visionary Wealth Advisors | 8,138 | $1.38M | 0.11% | −38−0.5% | Reduced |
| Knuff & Co LLC | 8,135 | $1.38M | 0.55% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 8,098 | $1.38M | 1.03% | −950−10.5% | Reduced |
| Founders Financial Alliance, LLC | 8,111 | $1.37M | 0.60% | −316−3.7% | Reduced |
| Kennedy Investment Group | 8,065 | $1.37M | 0.82% | +218+2.8% | Added |
| Meitav Dash Investments Ltd | 8,182 | $1.37M | 0.02% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 8,035 | $1.36M | 0.24% | −800−9.1% | Reduced |
| Glassman Wealth Services | 8,035 | $1.36M | 0.22% | +956+13.5% | Added |
| Golden State Equity Partners | 8,031 | $1.36M | 0.38% | +489+6.5% | Added |
| Clark Capital Management Group, Inc. | 8,028 | $1.36M | 0.01% | +46+0.6% | Added |
| Salomon & Ludwin, LLC | 8,020 | $1.36M | 0.14% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 8,019 | $1.36M | 0.46% | +346+4.5% | Added |
| Widmann Financial Services, Inc. | 8,001 | $1.36M | 1.35% | +530+7.1% | Added |
| Sentry Investment Management LLC | 7,994 | $1.35M | 0.65% | −1,215−13.2% | Reduced |
| Goldstone Financial Group, LLC | 7,983 | $1.35M | 0.40% | +8+0.1% | Added |
| EverSource Wealth Advisors, LLC | 7,964 | $1.35M | 0.14% | −11−0.1% | Reduced |
| NVWM, LLC | 7,942 | $1.35M | 0.44% | +418+5.6% | Added |
| MCF Advisors LLC | 7,940 | $1.35M | 0.12% | +416+5.5% | Added |
| Northern Oak Wealth Management Inc | 7,927 | $1.34M | 0.17% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,917 | $1.34M | 0.54% | +3,793+92.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,365 | $1.34M | 0.18% | −229−2.7% | Reduced |
| Ausdal Financial Partners, Inc. | 7,843 | $1.33M | 0.18% | −306−3.8% | Reduced |
| Ramirez Asset Management, Inc. | 7,838 | $1.33M | 0.29% | +7,838 | New |
| Lion Street Advisors, LLC | 7,834 | $1.33M | 0.43% | +807+11.5% | Added |
| Timber Creek Capital Management LLC | 7,825 | $1.33M | 0.48% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 7,091 | $1.32M | 0.23% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 7,808 | $1.32M | 0.26% | −301−3.7% | Reduced |
| Page Arthur B | 7,775 | $1.32M | 1.37% | −50−0.6% | Reduced |
| Patron Partners Advisors, LLC | 7,775 | $1.32M | 0.97% | +39+0.5% | Added |
| Coastal Investment Advisors, Inc. | 7,095 | $1.31M | 0.30% | −305−4.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,731 | $1.31M | 0.02% | −137−1.7% | Reduced |
| Penserra Capital Management LLC | 7,706 | $1.30M | 0.03% | −1,221−13.7% | Reduced |
| Stony Point Wealth Management Inc. | 8,069 | $1.30M | 0.68% | −303−3.6% | Reduced |
| Old Mission Investment Co LLC | 7,683 | $1.30M | 0.51% | +404+5.6% | Added |
| Advisor OS, LLC | 7,668 | $1.30M | 0.19% | −2,936−27.7% | Reduced |