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 |
|---|---|---|---|---|---|
| West Coast Financial LLC | 77,728 | $13.2M | 1.96% | +1,698+2.2% | Added |
| Bailard, Inc. | 76,737 | $13.0M | 0.43% | −1,031−1.3% | Reduced |
| FourThought Financial Partners, LLC | 76,731 | $13.0M | 1.82% | −118−0.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 76,605 | $13.0M | 1.13% | −467−0.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 76,568 | $13.0M | 1.01% | −3,211−4.0% | Reduced |
| Atlantic Union Bankshares Corp | 76,490 | $13.0M | 1.33% | −2,158−2.7% | Reduced |
| Dillon & Associates Inc | 75,816 | $12.8M | 2.47% | +88+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 75,467 | $12.8M | 1.17% | +1,695+2.3% | Added |
| Resources Management Corp | 75,432 | $12.8M | 2.08% | −1,408−1.8% | Reduced |
| Advisor Partners II, LLC | 75,216 | $12.7M | 0.51% | +2,812+3.9% | Added |
| Hancock Whitney Corp | 75,194 | $12.7M | 0.53% | −288−0.4% | Reduced |
| Advisory Services Network, LLC | 74,991 | $12.7M | 0.34% | +8,971+13.6% | Added |
| Vantage Investment Partners, LLC | 74,988 | $12.7M | 1.66% | +5,911+8.6% | Added |
| Kestra Private Wealth Services, LLC | 74,441 | $12.6M | 0.40% | +15,270+25.8% | Added |
| Core Alternative Capital | 74,235 | $12.6M | 1.94% | −15,348−17.1% | Reduced |
| 1st Source Bank | 74,073 | $12.6M | 0.85% | −708−0.9% | Reduced |
| Addenda Capital Inc. | 73,766 | $12.5M | 0.54% | −512−0.7% | Reduced |
| Great Valley Advisor Group, Inc. | 73,601 | $12.5M | 0.52% | +4,550+6.6% | Added |
| Cassaday & Co Wealth Management LLC | 73,442 | $12.4M | 0.52% | +682+0.9% | Added |
| Congress Wealth Management LLC | 73,003 | $12.4M | 0.26% | +2,929+4.2% | Added |
| Sky Investment Group LLC | 72,939 | $12.4M | 2.81% | +1,355+1.9% | Added |
| Saratoga Research & Investment Management | 72,931 | $12.4M | 0.60% | −1,549−2.1% | Reduced |
| Crestwood Advisors Group LLC | 72,903 | $12.4M | 0.32% | +54,515+296.5% | Added |
| Jacobs & Co | 72,772 | $12.3M | 1.54% | −763−1.0% | Reduced |
| North Star Investment Management Corp. | 72,430 | $12.3M | 1.04% | −70−0.1% | Reduced |
| Ingalls & Snyder LLC | 72,255 | $12.2M | 0.59% | −770−1.1% | Reduced |
| Jones Financial Companies LLLP | 72,209 | $12.2M | 0.02% | −3,060−4.1% | Reduced |
| Walleye Capital LLC | 72,042 | $12.2M | 0.18% | +72,042 | New |
| New Mexico Educational Retirement Board | 71,685 | $12.1M | 0.52% | +4,800+7.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 71,522 | $12.1M | 2.63% | −1,140−1.6% | Reduced |
| Waverton Investment Management Ltd | 71,510 | $12.1M | 0.35% | −493−0.7% | Reduced |
| North Point Portfolio Managers Corp | 71,347 | $12.1M | 2.47% | +303+0.4% | Added |
| Quest Investment Management LLC | 71,188 | $12.1M | 1.71% | +5,149+7.8% | Added |
| Bard Financial Services, Inc. | 70,906 | $12.0M | 1.48% | +112+0.2% | Added |
| First Long Island Investors, LLC | 70,780 | $12.0M | 1.16% | +406+0.6% | Added |
| Goelzer Investment Management, Inc. | 70,701 | $12.0M | 0.84% | −1,186−1.6% | Reduced |
| Boston Private Wealth LLC | 70,338 | $11.9M | 0.26% | −1,428−2.0% | Reduced |
| WealthPlan Investment Management, LLC | 70,182 | $11.9M | 2.10% | +35,197+100.6% | Added |
| Bath Savings Trust Co | 70,152 | $11.9M | 1.46% | +1,028+1.5% | Added |
| Cutler Investment Counsel LLC | 69,198 | $11.7M | 1.85% | +168+0.2% | Added |
| WSFS Capital Management, LLC | 68,960 | $11.7M | 0.76% | +59,649+640.6% | Added |
| Enterprise Financial Services Corp | 68,813 | $11.7M | 8.06% | −57−0.1% | Reduced |
| Cantor Fitzgerald, L. P. | 68,135 | $11.5M | 0.31% | −897−1.3% | Reduced |
| National Asset Management, Inc. | 68,108 | $11.5M | 0.31% | −12,810−15.8% | Reduced |
| DuPont Capital Management Corp | 67,079 | $11.4M | 0.99% | +34,789+107.7% | Added |
| BTC Capital Management, Inc. | 66,708 | $11.3M | 1.30% | +175+0.3% | Added |
| Norinchukin Bank, The | 66,685 | $11.3M | 0.27% | −52,912−44.2% | Reduced |
| TownSquare Capital, LLC | 66,221 | $11.2M | 0.20% | −4,700−6.6% | Reduced |
| Appleton Partners Inc | 65,653 | $11.1M | 0.99% | −1,438−2.1% | Reduced |
| Daymark Wealth Partners, LLC | 65,153 | $11.0M | 0.76% | +6,598+11.3% | Added |
| Van Cleef Asset Management,Inc | 64,883 | $11.0M | 1.73% | +347+0.5% | Added |
| Prudential PLC | 64,567 | $10.9M | 0.13% | −35,764−35.6% | Reduced |
| Hantz Financial Services, Inc. | 64,317 | $10.9M | 0.28% | −15,643−19.6% | Reduced |
| Wesleyan Assurance Society | 64,300 | $10.9M | 1.21% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 64,019 | $10.8M | 1.84% | +435+0.7% | Added |
| Benin Management CORP | 63,781 | $10.8M | 4.01% | −265−0.4% | Reduced |
| First Eagle Investment Management, LLC | 63,773 | $10.8M | 0.03% | −10,580−14.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 63,507 | $10.8M | 2.89% | −200−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 63,300 | $10.7M | 0.40% | +700+1.1% | Added |
| First Horizon Advisors, Inc. | 63,170 | $10.7M | 0.39% | +134+0.2% | Added |
| Shelter Mutual Insurance Co | 62,970 | $10.7M | 2.98% | −5,700−8.3% | Reduced |
| Charter Trust Co | 62,529 | $10.6M | 0.84% | −106−0.2% | Reduced |
| Venture Visionary Partners LLC | 62,142 | $10.5M | 0.63% | +8,050+14.9% | Added |
| Pettyjohn, Wood & White, Inc | 62,076 | $10.5M | 2.48% | +351+0.6% | Added |
| Alaska Permanent Fund Corp | 62,020 | $10.5M | 0.20% | +8,288+15.4% | Added |
| Carret Asset Management, LLC | 62,001 | $10.5M | 1.46% | −83−0.1% | Reduced |
| Wolverine Asset Management LLC | 61,905 | $10.5M | 0.19% | +40,564+190.1% | Added |
| Abbrea Capital, LLC | 61,851 | $10.5M | 1.67% | +230+0.4% | Added |
| Mitchell Sinkler & Starr | 61,717 | $10.5M | 3.22% | +10,478+20.4% | Added |
| Granite Investment Partners, LLC | 61,547 | $10.4M | 0.44% | +1,600+2.7% | Added |
| NEOS Investment Management LLC | 61,544 | $10.4M | 1.33% | +61,544 | New |
| Intech Investment Management LLC | 61,337 | $10.4M | 0.15% | −24,934−28.9% | Reduced |
| SYSTM Wealth Solutions LLC | 61,250 | $10.4M | 1.59% | −1,585−2.5% | Reduced |
| Culbertson A N & Co Inc | 61,206 | $10.4M | 2.08% | −82−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 61,105 | $10.4M | 1.05% | −1,326−2.1% | Reduced |
| Viking Fund Management LLC | 61,000 | $10.3M | 2.08% | 00.0% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives | 61,000 | $10.3M | 0.13% | 00.0% | Unchanged |
| CIC Wealth, LLC | 60,721 | $10.3M | 3.69% | −774−1.3% | Reduced |
| Borer Denton & Associates, Inc. | 60,341 | $10.2M | 4.22% | +255+0.4% | Added |
| Venturi Wealth Management, LLC | 60,225 | $10.2M | 0.80% | −196−0.3% | Reduced |
| Community Bank, N.A. | 60,187 | $10.2M | 1.43% | −709−1.2% | Reduced |
| Bogart Wealth, LLC | 60,159 | $10.2M | 0.63% | −185−0.3% | Reduced |
| Linscomb & Williams, Inc. | 60,101 | $10.2M | 0.60% | −4,543−7.0% | Reduced |
| Metis Global Partners, LLC | 59,879 | $10.1M | 0.49% | +10,005+20.1% | Added |
| Farmers Trust Co | 59,737 | $10.1M | 2.34% | −1,170−1.9% | Reduced |
| Granite Bay Wealth Management, LLC | 55,566 | $10.1M | 0.10% | +55,566 | New |
| LS Investment Advisors, LLC | 59,492 | $10.1M | 1.89% | −1,686−2.8% | Reduced |
| Wilkins Investment Counsel Inc | 59,162 | $10.0M | 2.71% | −233−0.4% | Reduced |
| Cypress Asset Management Inc | 59,164 | $10.0M | 3.34% | +2,708+4.8% | Added |
| First Citizens Bank & Trust Co | 58,856 | $9.97M | 0.19% | −1,621−2.7% | Reduced |
| Canandaigua National Bank & Trust Co | 58,766 | $9.96M | 1.61% | −92−0.2% | Reduced |
| Bell Asset Management Ltd | 58,766 | $9.96M | 1.64% | +5,021+9.3% | Added |
| New Capital Management LP | 58,631 | $9.93M | 3.45% | +58,631 | New |
| Boston Family Office LLC | 58,307 | $9.88M | 0.81% | −197−0.3% | Reduced |
| Hilton Capital Management, LLC | 58,106 | $9.85M | 1.31% | −2,956−4.8% | Reduced |
| WoodTrust Financial Corp | 57,821 | $9.80M | 1.87% | +317+0.6% | Added |
| CCM Investment Advisers LLC | 57,590 | $9.76M | 1.35% | +395+0.7% | Added |
| Diversified Trust Co | 57,472 | $9.74M | 0.37% | +580+1.0% | Added |
| Ritholtz Wealth Management | 57,441 | $9.73M | 0.44% | −1,416−2.4% | Reduced |
| WealthPLAN Partners, LLC | 57,299 | $9.71M | 1.13% | +26,539+86.3% | Added |