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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 57,187 | $9.70M | 0.60% | +137+0.2% | Added |
| Mastrapasqua Asset Management Inc | 57,239 | $9.70M | 1.14% | +308+0.5% | Added |
| Neville Rodie & Shaw Inc | 57,180 | $9.69M | 0.86% | −338−0.6% | Reduced |
| Point72 Middle East FZE | 57,157 | $9.68M | 0.59% | +57,157 | New |
| M. Kraus & Co | 57,060 | $9.67M | 3.43% | −232−0.4% | Reduced |
| Community Trust & Investment Co | 57,039 | $9.66M | 0.81% | +463+0.8% | Added |
| McCollum Christoferson Group LLC | 57,036 | $9.66M | 2.97% | −1,495−2.6% | Reduced |
| Metropolitan Life Insurance Co | 56,956 | $9.65M | 0.50% | −3,083−5.1% | Reduced |
| Park Avenue Securities LLC | 56,944 | $9.65M | 0.15% | −4,269−7.0% | Reduced |
| Pioneer Trust Bank N A | 56,944 | $9.65M | 3.20% | −5,265−8.5% | Reduced |
| Sandy Spring Bank | 56,925 | $9.65M | 0.54% | −1,163−2.0% | Reduced |
| GHP Investment Advisors, Inc. | 60,213 | $9.63M | 0.59% | +275+0.5% | Added |
| Matthew Goff Investment Advisor, LLC | 56,372 | $9.55M | 2.30% | −205−0.4% | Reduced |
| Executive Wealth Management, LLC | 56,145 | $9.51M | 0.99% | +1,075+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 56,100 | $9.51M | 0.51% | +4,938+9.7% | Added |
| Axxcess Wealth Management, LLC | 56,081 | $9.50M | 0.32% | +24,726+78.9% | Added |
| Tompkins Financial Corp | 55,917 | $9.47M | 1.49% | +4,254+8.2% | Added |
| Patten & Patten Inc | 55,875 | $9.47M | 0.83% | −511−0.9% | Reduced |
| Strategic Advisors LLC | 55,850 | $9.46M | 1.87% | +1,166+2.1% | Added |
| Schmidt P J Investment Management Inc | 58,898 | $9.46M | 2.03% | +197+0.3% | Added |
| GFS Advisors, LLC | 55,800 | $9.46M | 1.47% | +375+0.7% | Added |
| Grand Jean Capital Management Inc | 52,786 | $9.39M | 2.92% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 82,732 | $9.38M | 0.43% | +6,369+8.3% | Added |
| Ninety One SA (PTY) Ltd | 55,207 | $9.36M | 1.81% | −72,649−56.8% | Reduced |
| Old Point Trust & Financial Services N A | 55,127 | $9.34M | 4.22% | −203−0.4% | Reduced |
| Westfield Capital Management Co LP | 54,876 | $9.30M | 0.06% | +3,430+6.7% | Added |
| Courier Capital LLC | 54,831 | $9.29M | 0.77% | −1,939−3.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 54,746 | $9.28M | 1.30% | −2,261−4.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 54,742 | $9.28M | 0.49% | +4,975+10.0% | Added |
| Osborne Partners Capital Management, LLC | 54,156 | $9.18M | 0.68% | +487+0.9% | Added |
| FineMark National Bank & Trust | 53,938 | $9.14M | 0.40% | −576−1.1% | Reduced |
| LaFleur & Godfrey LLC | 53,860 | $9.13M | 1.46% | −476−0.9% | Reduced |
| First Nebraska Trust Co | 53,396 | $9.05M | 1.12% | −52−0.1% | Reduced |
| Novare Capital Management LLC | 53,387 | $9.05M | 1.02% | +673+1.3% | Added |
| Toth Financial Advisory Corp | 53,336 | $9.04M | 1.38% | +3,711+7.5% | Added |
| Camden National Bank | 53,312 | $9.03M | 1.85% | +29+0.1% | Added |
| Bragg Financial Advisors, Inc | 52,829 | $8.95M | 0.47% | +726+1.4% | Added |
| Evoke Wealth, LLC | 52,754 | $8.94M | 0.31% | −65−0.1% | Reduced |
| Parsons Capital Management Inc | 52,371 | $8.87M | 0.70% | +244+0.5% | Added |
| Americana Partners, LLC | 52,050 | $8.84M | 0.95% | +2,017+4.0% | Added |
| Banque Cantonale Vaudoise | 51,957 | $8.80M | 0.44% | −4,033−7.2% | Reduced |
| Trust Co of Toledo NA | 51,938 | $8.80M | 1.73% | +4,356+9.2% | Added |
| Wetherby Asset Management Inc | 51,874 | $8.79M | 0.50% | −1,444−2.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 51,856 | $8.79M | 4.56% | +21,721+72.1% | Added |
| Compagnie Lombard Odier SCmA | 51,845 | $8.78M | 0.20% | +50,114+2,895.1% | Added |
| Kinneret Advisory, LLC | 51,797 | $8.78M | 1.08% | −31−0.1% | Reduced |
| Toroso Investments, LLC | 51,697 | $8.76M | 0.27% | +4,075+8.6% | Added |
| South State Corp. | 51,549 | $8.73M | 0.83% | +46+0.1% | Added |
| Westpac Banking Corp | 51,479 | $8.72M | 0.65% | −31,915−38.3% | Reduced |
| Hendley & Co Inc | 51,354 | $8.70M | 3.51% | −167−0.3% | Reduced |
| Coldstream Capital Management Inc | 51,164 | $8.67M | 0.28% | +5,629+12.4% | Added |
| EFG Asset Management (Americas) Corp. | 51,099 | $8.66M | 2.08% | −388−0.8% | Reduced |
| Private Capital Management LLC | 50,658 | $8.58M | 2.48% | +47+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 50,603 | $8.57M | 0.21% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 50,550 | $8.57M | 0.19% | −861−1.7% | Reduced |
| Spire Wealth Management | 50,439 | $8.55M | 0.33% | +23,668+88.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 50,169 | $8.50M | 5.46% | +1,034+2.1% | Added |
| Mengis Capital Management, Inc. | 49,293 | $8.35M | 1.74% | −20.0% | Reduced |
| Wedbush Securities Inc | 49,146 | $8.33M | 0.41% | +1,366+2.9% | Added |
| Hunter Associates Investment Management LLC | 49,090 | $8.31M | 1.69% | +2,424+5.2% | Added |
| Chemung Canal Trust Co | 49,004 | $8.30M | 1.91% | −33,038−40.3% | Reduced |
| Renaissance Investment Group LLC | 48,963 | $8.30M | 2.31% | +76+0.2% | Added |
| Fiduciary Alliance LLC | 48,696 | $8.25M | 1.91% | +8,030+19.7% | Added |
| Ferguson Wellman Capital Management, Inc | 48,607 | $8.24M | 0.20% | −656−1.3% | Reduced |
| Wills Financial Group, Inc. | 48,531 | $8.22M | 4.45% | +107+0.2% | Added |
| Allied Investment Advisors, LLC | 48,481 | $8.21M | 2.46% | +434+0.9% | Added |
| Greenwood Capital Associates LLC | 48,383 | $8.20M | 1.19% | −630−1.3% | Reduced |
| Headinvest, LLC | 48,284 | $8.17M | 1.77% | +160.0% | Added |
| Webster Bank, N. A. | 47,914 | $8.12M | 1.10% | −50.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,914 | $8.12M | 0.63% | −1,542−3.1% | Reduced |
| Hutner Capital Management Inc | 47,854 | $8.11M | 4.97% | −334−0.7% | Reduced |
| Empirical Finance, LLC | 47,812 | $8.10M | 0.60% | +4,482+10.3% | Added |
| Talbot Financial, LLC | 47,789 | $8.10M | 1.41% | +590+1.3% | Added |
| GYL Financial Synergies, LLC | 47,785 | $8.10M | 0.79% | +152+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 47,549 | $8.06M | 1.14% | −741−1.5% | Reduced |
| Equitable Holdings, Inc. | 47,534 | $8.05M | 0.12% | +6,373+15.5% | Added |
| Choate Investment Advisors | 47,525 | $8.05M | 0.32% | +6,356+15.4% | Added |
| Penobscot Investment Management Company, Inc. | 47,201 | $8.00M | 1.09% | +11,565+32.5% | Added |
| Moreno Evelyn V | 46,974 | $7.96M | 1.73% | +3,507+8.1% | Added |
| Whalerock Point Partners, LLC | 46,881 | $7.94M | 2.75% | +1,354+3.0% | Added |
| KCM Investment Advisors LLC | 46,726 | $7.92M | 0.34% | −931−2.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 49,309 | $7.90M | 0.92% | −255−0.5% | Reduced |
| Papp L Roy & Associates | 46,473 | $7.87M | 1.07% | +985+2.2% | Added |
| Empowered Funds, LLC | 46,366 | $7.86M | 0.23% | +9,313+25.1% | Added |
| Mayflower Financial Advisors, LLC | 46,170 | $7.82M | 1.17% | +358+0.8% | Added |
| JB Capital LLC | 46,112 | $7.81M | 0.66% | +40,873+780.2% | Added |
| Capstone Investment Advisors, LLC | 46,034 | $7.80M | 0.21% | +28,163+157.6% | Added |
| River Wealth Advisors LLC | 45,996 | $7.79M | 1.39% | +2,169+4.9% | Added |
| Parallel Advisors, LLC | 45,966 | $7.79M | 0.26% | +2,528+5.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 45,942 | $7.78M | 0.30% | −877−1.9% | Reduced |
| Sawtooth Solutions, LLC | 45,851 | $7.77M | 0.25% | −4,590−9.1% | Reduced |
| Apollon Wealth Management, LLC | 45,845 | $7.77M | 0.39% | −637−1.4% | Reduced |
| Merit Financial Group, LLC | 45,802 | $7.76M | 0.25% | −37−0.1% | Reduced |
| Strategic Investment Solutions, Inc. | 42,651 | $7.75M | 0.10% | +41,974+6,200.0% | Added |
| Roundview Capital LLC | 45,625 | $7.73M | 0.78% | +255+0.6% | Added |
| First National Bank & Trust Co of Newtown | 45,593 | $7.73M | 1.76% | −1,570−3.3% | Reduced |
| Taurus Asset Management, LLC | 45,443 | $7.70M | 0.93% | −482−1.0% | Reduced |
| Bright Rock Capital Management, LLC | 45,000 | $7.62M | 1.86% | 00.0% | Unchanged |
| Alps Advisors Inc | 44,938 | $7.61M | 0.06% | −4,539−9.2% | Reduced |
| Ironwood Investment Counsel, LLC | 44,903 | $7.61M | 1.80% | −659−1.4% | Reduced |