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 | 3,566 | $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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 44,771 | $7.59M | 0.35% | 00.0% | Unchanged |
| Gladius Capital Management LP | 44,555 | $7.55M | 2.17% | +41,858+1,552.0% | Added |
| Fulcrum Capital LLC | 44,505 | $7.54M | 2.19% | −201−0.4% | Reduced |
| Stonebridge Capital Management Inc | 44,435 | $7.53M | 4.11% | −2,885−6.1% | Reduced |
| Intrust Bank NA | 44,354 | $7.52M | 0.96% | −1,014−2.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 44,296 | $7.51M | 1.60% | +3,246+7.9% | Added |
| Ropes Wealth Advisors LLC | 44,256 | $7.50M | 1.46% | −2,150−4.6% | Reduced |
| Narwhal Capital Management | 44,132 | $7.48M | 0.91% | −3,754−7.8% | Reduced |
| Iowa State Bank | 44,024 | $7.46M | 1.94% | −439−1.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 43,881 | $7.44M | 0.75% | −428−1.0% | Reduced |
| Caldwell Trust Co | 43,749 | $7.41M | 1.01% | −1,025−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 43,671 | $7.40M | 0.16% | +3,101+7.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 43,450 | $7.36M | 0.20% | −70.0% | Reduced |
| Perigon Wealth Management, LLC | 43,294 | $7.34M | 0.30% | −2,371−5.2% | Reduced |
| Artemis Investment Management LLP | 43,289 | $7.33M | 0.10% | −1,168−2.6% | Reduced |
| Searle & Co. | 43,210 | $7.32M | 2.49% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 42,860 | $7.26M | 0.19% | +6,849+19.0% | Added |
| Allworth Financial LP | 42,857 | $7.26M | 0.06% | −96−0.2% | Reduced |
| Fred Alger Management, LLC | 42,786 | $7.25M | 0.04% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 42,776 | $7.25M | 1.64% | −567−1.3% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 42,618 | $7.22M | 2.24% | −260−0.6% | Reduced |
| Ar Asset Management Inc | 42,209 | $7.15M | 2.01% | +200+0.5% | Added |
| Boston Financial Mangement LLC | 42,091 | $7.13M | 0.27% | −74−0.2% | Reduced |
| Quadrature Capital Ltd | 42,047 | $7.12M | 0.15% | −57,910−57.9% | Reduced |
| Stokes Family Office, LLC | 42,007 | $7.12M | 0.84% | +305+0.7% | Added |
| Cullinan Associates Inc | 41,989 | $7.11M | 0.41% | +18,303+77.3% | Added |
| Bleakley Financial Group, LLC | 41,909 | $7.10M | 0.25% | −4,036−8.8% | Reduced |
| LMG Wealth Partners, LLC | 41,786 | $7.08M | 2.16% | +776+1.9% | Added |
| Woodmont Investment Counsel LLC | 41,642 | $7.06M | 0.75% | −7,118−14.6% | Reduced |
| Everence Capital Management Inc | 41,479 | $7.03M | 0.55% | −22,200−34.9% | Reduced |
| JGP Wealth Management, LLC | 41,422 | $7.02M | 1.18% | +999+2.5% | Added |
| Davy Global Fund Management Ltd | 41,384 | $7.01M | 1.44% | +729+1.8% | Added |
| Van Strum & Towne Inc. | 41,233 | $6.99M | 2.95% | −125−0.3% | Reduced |
| DoubleLine ETF Adviser LP | 41,160 | $6.97M | 2.50% | +41,160 | New |
| Palisade Capital Management LLC | 41,074 | $6.96M | 0.19% | −598−1.4% | Reduced |
| Mattern Capital Management, LLC | 40,866 | $6.92M | 1.12% | +3,035+8.0% | Added |
| Vinva Investment Management Ltd | 40,737 | $6.90M | 0.66% | −561−1.4% | Reduced |
| Buckingham Capital Management, Inc. | 40,482 | $6.86M | 1.05% | +1,204+3.1% | Added |
| Howland Capital Management LLC | 40,450 | $6.85M | 0.40% | −421−1.0% | Reduced |
| RMB Capital Management, LLC | 40,420 | $6.85M | 0.23% | −6,477−13.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 41,942 | $6.85M | 2.44% | +267+0.6% | Added |
| David Loasby | 40,321 | $6.81M | 0.75% | +2,287+6.0% | Added |
| Quantinno Capital Management LP | 40,086 | $6.79M | 0.31% | +1,285+3.3% | Added |
| SevenBridge Financial Group, LLC | 40,080 | $6.79M | 1.76% | +1,146+2.9% | Added |
| Alberta Investment Management Corp | 40,000 | $6.78M | 0.07% | −48,329−54.7% | Reduced |
| Private Wealth Partners, LLC | 39,819 | $6.75M | 0.65% | +832+2.1% | Added |
| American Assets Investment Management, LLC | 39,800 | $6.74M | 0.75% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 39,731 | $6.73M | 3.10% | +8,366+26.7% | Added |
| Intact Investment Management Inc. | 39,400 | $6.68M | 0.29% | 00.0% | Unchanged |
| Sigma Planning Corp | 39,153 | $6.63M | 0.25% | −867−2.2% | Reduced |
| Lindbrook Capital, LLC | 39,141 | $6.63M | 0.74% | −1,269−3.1% | Reduced |
| Lountzis Asset Management, LLC | 39,084 | $6.62M | 3.70% | −150.0% | Reduced |
| Infusive Asset Management Inc. | 39,033 | $6.61M | 4.28% | +39,033 | New |
| NTV Asset Management LLC | 39,018 | $6.61M | 1.20% | −68−0.2% | Reduced |
| Lockheed Martin Investment Management Co | 38,510 | $6.60M | 0.51% | −28,650−42.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 38,755 | $6.57M | 0.52% | −80−0.2% | Reduced |
| Capital Investment Advisors, LLC | 38,478 | $6.52M | 0.18% | −1,852−4.6% | Reduced |
| SeaCrest Wealth Management, LLC | 38,444 | $6.51M | 0.85% | −969−2.5% | Reduced |
| Schnieders Capital Management LLC | 38,440 | $6.51M | 1.46% | −234−0.6% | Reduced |
| Baker Ellis Asset Management LLC | 38,326 | $6.49M | 1.17% | −1,186−3.0% | Reduced |
| Commonwealth Retirement Investments LLC | 38,215 | $6.48M | 3.74% | +706+1.9% | Added |
| Motco | 38,096 | $6.45M | 0.44% | −684−1.8% | Reduced |
| Grassi Investment Management | 38,000 | $6.44M | 0.74% | 00.0% | Unchanged |
| Destination Wealth Management | 37,782 | $6.40M | 0.25% | +86+0.2% | Added |
| Pacific Global Investment Management CO | 37,405 | $6.34M | 1.39% | −601−1.6% | Reduced |
| Pictet Bank & Trust Ltd | 37,375 | $6.33M | 6.80% | −173−0.5% | Reduced |
| Private Trust Co NA | 37,329 | $6.32M | 0.83% | −3,020−7.5% | Reduced |
| City Holding Co | 37,183 | $6.30M | 1.12% | +2,004+5.7% | Added |
| Savoir Faire Capital Management, L.P. | 37,135 | $6.29M | 3.49% | +37,135 | New |
| Albion Financial Group | 37,133 | $6.29M | 0.58% | +605+1.7% | Added |
| Ibex Wealth Advisors | 37,127 | $6.29M | 1.60% | +37,127 | New |
| Citizens National Bank Trust Department | 36,926 | $6.26M | 1.72% | −783−2.1% | Reduced |
| BKD Wealth Advisors, LLC | 36,872 | $6.25M | 0.19% | −908−2.4% | Reduced |
| Walleye Trading LLC | 36,766 | $6.23M | 0.15% | +36,766 | New |
| Hills Bank & Trust Co | 36,749 | $6.23M | 0.72% | −485−1.3% | Reduced |
| Legacy Advisors, LLC | 36,688 | $6.22M | 1.00% | +3,349+10.0% | Added |
| Pine Valley Investments Ltd Liability Co | 36,534 | $6.19M | 0.59% | +4,661+14.6% | Added |
| NewEdge Wealth, LLC | 36,534 | $6.19M | 0.20% | +6,212+20.5% | Added |
| Coston, McIsaac & Partners | 36,297 | $6.15M | 2.33% | +1,158+3.3% | Added |
| Stokes Capital Advisors, LLC | 36,285 | $6.15M | 2.14% | +565+1.6% | Added |
| Close Asset Management Ltd | 36,281 | $6.15M | 0.32% | +1,050+3.0% | Added |
| Contravisory Investment Management, Inc. | 36,282 | $6.15M | 1.74% | −1,111−3.0% | Reduced |
| Cambridge Trust Co | 36,183 | $6.13M | 0.28% | +3,007+9.1% | Added |
| Whitener Capital Management, Inc. | 36,173 | $6.13M | 2.45% | +254+0.7% | Added |
| Private Asset Management Inc | 36,164 | $6.13M | 1.44% | −4,838−11.8% | Reduced |
| Bridge Creek Capital Management LLC | 36,019 | $6.10M | 2.31% | −70−0.2% | Reduced |
| South Dakota Investment Council | 36,018 | $6.10M | 0.14% | −2,150−5.6% | Reduced |
| Global Retirement Partners, LLC | 35,937 | $6.07M | 0.31% | +1,794+5.3% | Added |
| Lafayette Investments, Inc. | 35,711 | $6.05M | 1.65% | +110+0.3% | Added |
| NewSquare Capital LLC | 36,234 | $6.05M | 0.64% | +1,400+4.0% | Added |
| Ostrum Asset Management | 35,667 | $6.04M | 0.56% | −388−1.1% | Reduced |
| Veriti Management LLC | 35,380 | $5.99M | 0.69% | +1,675+5.0% | Added |
| Ci Investments Inc. | 35,366 | $5.99M | 0.03% | +742+2.1% | Added |
| FDx Advisors, Inc. | 35,340 | $5.99M | 0.50% | −6,641−15.8% | Reduced |
| Marietta Wealth Management, LLC | 35,310 | $5.98M | 1.19% | −294−0.8% | Reduced |
| Pavion Blue Capital, LLC | 35,283 | $5.98M | 3.63% | +36+0.1% | Added |
| Verity & Verity, LLC | 35,233 | $5.97M | 0.75% | −5,705−13.9% | Reduced |
| New Hampshire Trust | 35,178 | $5.96M | 1.62% | −331−0.9% | Reduced |
| Cypress Capital Group | 35,156 | $5.96M | 0.86% | +111+0.3% | Added |
| Trustmark National Bank Trust Department | 35,138 | $5.95M | 0.59% | −408−1.1% | Reduced |