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
- 3,195
- +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
- 1,244 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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 98,305 | $16.7M | 0.20% | −750−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 98,305 | $16.7M | 0.20% | −750−0.8% | Reduced |
| Adell Harriman & Carpenter Inc | 98,145 | $16.6M | 1.73% | +881+0.9% | Added |
| Willis Investment Counsel | 97,924 | $16.6M | 1.26% | −15,101−13.4% | Reduced |
| Natixis | 97,171 | $16.5M | 0.13% | −23,886−19.7% | Reduced |
| Harvest Portfolios Group Inc. | 96,687 | $16.4M | 0.77% | +4,358+4.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 96,210 | $16.3M | 0.20% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 96,168 | $16.3M | 0.46% | −2,358−2.4% | Reduced |
| JLB & Associates Inc | 96,135 | $16.3M | 2.55% | −96−0.1% | Reduced |
| Heritage Investors Management Corp | 95,732 | $16.2M | 0.68% | −1,938−2.0% | Reduced |
| Verition Fund Management LLC | 95,689 | $16.2M | 0.22% | +81,630+580.6% | Added |
| Prospera Financial Services Inc | 95,648 | $16.2M | 0.63% | +16,817+21.3% | Added |
| Clear Street LLC | 95,600 | $16.2M | 0.72% | +95,600 | New |
| Sawgrass Asset Management LLC | 95,533 | $16.2M | 1.97% | +10,763+12.7% | Added |
| Howe & Rusling Inc | 95,517 | $16.2M | 1.91% | +278+0.3% | Added |
| Harvey Investment Co LLC | 95,414 | $16.2M | 2.11% | −2,718−2.8% | Reduced |
| Highland Capital Management, LLC | 95,088 | $16.1M | 1.11% | −2,748−2.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,956 | $16.1M | 1.87% | +631+0.7% | Added |
| Bridges Investment Management Inc | 94,672 | $16.0M | 0.57% | −3,440−3.5% | Reduced |
| Beaumont Financial Advisors, LLC | 94,376 | $16.0M | 1.60% | −432−0.5% | Reduced |
| 1832 Asset Management L.P. | 94,205 | $16.0M | 0.03% | +3,241+3.6% | Added |
| Hartford Investment Management Co | 93,761 | $15.9M | 0.64% | −3,209−3.3% | Reduced |
| Adviser Investments LLC | 93,235 | $15.8M | 0.34% | +17,426+23.0% | Added |
| First National Trust Co | 93,007 | $15.8M | 0.75% | −3,833−4.0% | Reduced |
| Hendershot Investments Inc. | 92,704 | $15.7M | 2.63% | +586+0.6% | Added |
| Snowden Capital Advisors LLC | 92,682 | $15.7M | 0.67% | +5,476+6.3% | Added |
| Osher Van de Voorde Investment Management | 92,328 | $15.6M | 3.92% | +664+0.7% | Added |
| Woodstock Corp | 92,197 | $15.6M | 1.96% | −744−0.8% | Reduced |
| Logan Capital Management Inc | 92,107 | $15.6M | 0.79% | −2,592−2.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 91,854 | $15.6M | 2.04% | +560+0.6% | Added |
| Lowell Blake & Associates Inc. | 90,937 | $15.4M | 4.34% | +4,296+5.0% | Added |
| Vident Advisory, LLC | 90,624 | $15.4M | 0.48% | +90,624 | New |
| Colonial Trust Advisors | 89,860 | $15.2M | 1.74% | −929−1.0% | Reduced |
| Birch Hill Investment Advisors LLC | 89,723 | $15.2M | 0.91% | −576−0.6% | Reduced |
| Wendell David Associates Inc | 89,689 | $15.2M | 1.79% | −654−0.7% | Reduced |
| Cohen Capital Management, Inc. | 89,521 | $15.2M | 3.11% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 89,472 | $15.2M | 0.54% | +18,687+26.4% | Added |
| ARS Wealth Advisors Group, LLC | 89,089 | $15.1M | 2.47% | +2,953+3.4% | Added |
| Montag A & Associates Inc | 88,937 | $15.1M | 0.95% | −1,001−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 91,415 | $15.0M | 0.34% | −3,611−3.8% | Reduced |
| NBT Bank N A | 88,230 | $14.9M | 1.43% | +32,421+58.1% | Added |
| Dakota Wealth Management | 88,110 | $14.9M | 0.66% | −4,674−5.0% | Reduced |
| Glenview Trust Co | 88,078 | $14.9M | 0.41% | +697+0.8% | Added |
| Kempen Capital Management N.V. | 88,017 | $14.9M | 0.28% | −50,737−36.6% | Reduced |
| Payden & Rygel | 88,000 | $14.9M | 1.17% | +7,300+9.0% | Added |
| Payden & Rygel Investment Group | 88,000 | $14.9M | 1.17% | +88,000 | New |
| Shell Asset Management Co | 87,902 | $14.9M | 0.62% | +413+0.5% | Added |
| YHB Investment Advisors, Inc. | 87,573 | $14.8M | 1.37% | +679+0.8% | Added |
| Gamco Investors, Inc. Et Al | 87,477 | $14.8M | 0.17% | −4,941−5.3% | Reduced |
| Ziegler Capital Management, LLC | 87,248 | $14.8M | 0.59% | +1,681+2.0% | Added |
| Sonora Investment Management Group, LLC | 87,221 | $14.8M | 1.26% | +2,389+2.8% | Added |
| First Financial Bank - Trust Division | 87,190 | $14.8M | 1.62% | −585−0.7% | Reduced |
| Palisade Asset Management, LLC | 86,939 | $14.7M | 1.79% | +187+0.2% | Added |
| Forbes J M & Co LLP | 86,837 | $14.7M | 1.91% | +944+1.1% | Added |
| Landscape Capital Management, L.L.C. | 86,795 | $14.7M | 1.94% | +86,795 | New |
| Guardian Capital Advisors LP | 90,349 | $14.7M | 1.64% | −3,186−3.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 86,398 | $14.6M | 1.11% | +36,244+72.3% | Added |
| Callahan Advisors, LLC | 86,308 | $14.6M | 1.84% | −458−0.5% | Reduced |
| Ethic Inc. | 85,882 | $14.6M | 0.51% | −7,734−8.3% | Reduced |
| Savant Capital, LLC | 85,847 | $14.5M | 0.22% | +6,390+8.0% | Added |
| River Road Asset Management, LLC | 85,307 | $14.5M | 0.21% | −2,900−3.3% | Reduced |
| Connors Investor Services Inc | 84,839 | $14.4M | 1.77% | −123,601−59.3% | Reduced |
| Churchill Management Corp | 84,437 | $14.3M | 0.24% | −1,350−1.6% | Reduced |
| Longbow Finance SA | 84,127 | $14.3M | 1.71% | −36,486−30.3% | Reduced |
| Ameritas Investment Partners, Inc. | 84,100 | $14.2M | 0.57% | +9,502+12.7% | Added |
| Exchange Traded Concepts, LLC | 84,084 | $14.2M | 0.40% | −32,447−27.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 83,842 | $14.2M | 3.33% | −899−1.1% | Reduced |
| Cornerstone Advisors, LLC | 83,100 | $14.1M | 0.66% | −40,900−33.0% | Reduced |
| Sequoia Financial Advisors, LLC | 82,734 | $14.0M | 0.25% | −3,209−3.7% | Reduced |
| Old National Bancorp | 82,422 | $14.0M | 0.40% | −899−1.1% | Reduced |
| Academy Capital Management Inc | 82,347 | $14.0M | 2.96% | −508−0.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 82,320 | $13.9M | 0.86% | +82,320 | New |
| Clearstead Advisors, LLC | 82,184 | $13.9M | 0.86% | +2,580+3.2% | Added |
| Citizens Financial Group Inc | 82,064 | $13.9M | 0.57% | −18,148−18.1% | Reduced |
| Violich Capital Management, Inc. | 81,932 | $13.9M | 2.37% | −3,255−3.8% | Reduced |
| Meridian Wealth Management, LLC | 81,764 | $13.9M | 0.85% | +40,811+99.7% | Added |
| Oppenheimer Asset Management Inc. | 81,631 | $13.8M | 0.21% | +240.0% | Added |
| AustralianSuper Pty Ltd | 81,261 | $13.8M | 0.09% | +48,013+144.4% | Added |
| Auxier Asset Management | 80,858 | $13.7M | 2.34% | −2,033−2.5% | Reduced |
| Ancora Advisors, LLC | 80,748 | $13.7M | 0.37% | +1,120+1.4% | Added |
| Haverford Financial Services, Inc. | 80,683 | $13.7M | 4.41% | −154−0.2% | Reduced |
| Cetera Advisors LLC | 80,577 | $13.7M | 0.21% | +164+0.2% | Added |
| Agf Management Ltd | 80,567 | $13.7M | 0.10% | −3,446−4.1% | Reduced |
| Dearborn Partners LLC | 80,542 | $13.6M | 0.54% | +109+0.1% | Added |
| Janney Capital Management LLC | 80,461 | $13.6M | 1.05% | +1,084+1.4% | Added |
| Sather Financial Group Inc | 80,453 | $13.6M | 1.13% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 80,237 | $13.6M | 3.09% | −1,596−2.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 80,227 | $13.6M | 0.99% | −1,053−1.3% | Reduced |
| Simmons Bank | 80,034 | $13.6M | 1.20% | −185−0.2% | Reduced |
| Trust Co of Virginia | 79,277 | $13.4M | 1.48% | +217+0.3% | Added |
| Noesis Capital Mangement Corp | 79,259 | $13.4M | 3.52% | +2,416+3.1% | Added |
| Buckingham Strategic Wealth, LLC | 79,215 | $13.4M | 0.19% | +1,244+1.6% | Added |
| St Germain D J Co Inc | 79,049 | $13.4M | 0.75% | −1,860−2.3% | Reduced |
| Fiduciary Group LLC | 78,928 | $13.4M | 1.71% | −282−0.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 78,800 | $13.4M | 0.57% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 78,389 | $13.3M | 0.29% | +8,558+12.3% | Added |
| Wallington Asset Management, LLC | 78,350 | $13.3M | 2.42% | +300+0.4% | Added |
| Integrated Wealth Concepts LLC | 78,211 | $13.3M | 0.23% | −241−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 78,019 | $13.2M | 0.39% | −2,420−3.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 78,017 | $13.2M | 1.49% | −70−0.1% | Reduced |