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, Q4 2023
Institutional positions in PepsiCo Inc as of Dec 31, 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
- 3,347
- +206 vs. Q3 2023
- Shares held
- 1.01B
- +5.86M (+0.6%) vs. Q3 2023
- Total value
- $170.9B
- +$1.19B (+0.7%) vs. Q3 2023
- New holders
- 324
- 1,341 more added
- Sold out
- 118
- 1,329 more reduced
53 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 12,203 | $2.07M | 0.14% | −1,912−13.5% | Reduced |
| Leisure Capital Management | 12,246 | $2.08M | 1.12% | −1,161−8.7% | Reduced |
| Scott & Selber, Inc. | 12,253 | $2.08M | 0.78% | −108−0.9% | Reduced |
| Kovack Advisors, Inc. | 12,261 | $2.08M | 0.25% | +2,075+20.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 12,317 | $2.09M | 0.69% | +3,159+34.5% | Added |
| Lantz Financial LLC | 12,329 | $2.09M | 0.76% | +265+2.2% | Added |
| Concord Asset Management, LLC | 12,339 | $2.10M | 0.62% | +3,962+47.3% | Added |
| First Foundation Advisors | 12,359 | $2.10M | 0.10% | +1,282+11.6% | Added |
| Burke & Herbert Bank & Trust Co | 12,379 | $2.10M | 1.51% | −20.0% | Reduced |
| TCI Wealth Advisors, Inc. | 12,387 | $2.10M | 0.22% | −44−0.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 12,404 | $2.11M | 0.23% | −797−6.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,408 | $2.11M | 0.08% | −265−2.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 12,419 | $2.11M | 0.06% | −11,815−48.8% | Reduced |
| Wedmont Private Capital | 12,496 | $2.11M | 0.17% | −1,471−10.5% | Reduced |
| Clarius Group, LLC | 12,477 | $2.12M | 0.18% | −723−5.5% | Reduced |
| Ami Investment Management Inc | 12,487 | $2.12M | 0.86% | −1,322−9.6% | Reduced |
| Wisconsin Capital Management LLC | 12,510 | $2.12M | 1.26% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 12,550 | $2.13M | 0.19% | −19,925−61.4% | Reduced |
| LSV Asset Management | 12,603 | $2.14M | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 12,602 | $2.14M | 0.28% | +3,401+37.0% | Added |
| Wealth Alliance Advisory Group, LLC | 12,605 | $2.14M | 0.56% | −3,705−22.7% | Reduced |
| CoreCap Advisors, LLC | 12,613 | $2.14M | 0.14% | +726+6.1% | Added |
| Arbor Capital Management Inc | 12,397 | $2.14M | 1.61% | −326−2.6% | Reduced |
| 3Chopt Investment Partners, LLC | 12,559 | $2.15M | 0.79% | +12,559 | New |
| Meridian Wealth Advisors, LLC | 12,669 | $2.15M | 0.47% | 00.0% | Unchanged |
| Montecito Bank & Trust | 12,670 | $2.15M | 0.46% | −125−1.0% | Reduced |
| Crawford Investment Counsel Inc | 12,680 | $2.15M | 0.04% | −683−5.1% | Reduced |
| Summit Financial Group Inc | 12,731 | $2.15M | 0.82% | +289+2.3% | Added |
| Vestmark Advisory Solutions, Inc. | 12,748 | $2.17M | 0.11% | −13,753−51.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,791 | $2.17M | 0.58% | +353+2.8% | Added |
| Foresight Capital Management Advisors, Inc. | 12,799 | $2.17M | 2.23% | +12,799 | New |
| Lindenwold Advisors | 12,810 | $2.18M | 1.24% | −35−0.3% | Reduced |
| Security National Bank of So Dak | 12,817 | $2.18M | 1.44% | −70−0.5% | Reduced |
| Highlander Capital Management, LLC | 12,824 | $2.18M | 0.78% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 12,844 | $2.18M | 1.43% | −91−0.7% | Reduced |
| Plimoth Trust Co LLC | 12,847 | $2.18M | 0.63% | −670−5.0% | Reduced |
| Caliber Wealth Management, LLC | 12,892 | $2.19M | 1.29% | +491+4.0% | Added |
| Beacon Financial Group | 12,897 | $2.19M | 0.27% | +281+2.2% | Added |
| Sweet Financial Partners, LLC | 12,917 | $2.19M | 0.52% | +499+4.0% | Added |
| CNB Bank | 12,918 | $2.19M | 1.18% | −461−3.4% | Reduced |
| Graypoint LLC | 12,951 | $2.20M | 0.18% | −2,624−16.8% | Reduced |
| Massachusetts Wealth Management | 12,981 | $2.20M | 1.78% | −283−2.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,997 | $2.21M | 0.68% | −488−3.6% | Reduced |
| Gifford Fong Associates | 13,000 | $2.21M | 0.47% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 13,010 | $2.21M | 2.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 13,013 | $2.21M | 0.16% | −443−3.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 13,027 | $2.21M | 1.33% | +643+5.2% | Added |
| Relyea Zuckerberg Hanson LLC | 13,030 | $2.21M | 0.43% | +244+1.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,048 | $2.22M | 0.02% | −1,000−7.1% | Reduced |
| Manchester Capital Management LLC | 13,062 | $2.22M | 0.30% | −178−1.3% | Reduced |
| Westover Capital Advisors, LLC | 13,078 | $2.22M | 0.72% | +2,567+24.4% | Added |
| AIMZ Investment Advisors, LLC | 13,081 | $2.22M | 0.90% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 13,087 | $2.22M | 0.21% | +978+8.1% | Added |
| Group One Trading, L.P. | 13,121 | $2.23M | 0.07% | −2,495−16.0% | Reduced |
| Tandem Capital Management Corp | 13,125 | $2.23M | 1.38% | +135+1.0% | Added |
| West Branch Capital LLC | 13,128 | $2.23M | 1.05% | +1,393+11.9% | Added |
| Engineers Gate Manager LP | 13,166 | $2.24M | 0.06% | +5,752+77.6% | Added |
| Wright Investors Service Inc | 13,194 | $2.24M | 0.63% | +13,194 | New |
| Symmetry Partners, LLC | 13,228 | $2.24M | 0.12% | −5,283−28.5% | Reduced |
| Intrua Financial, LLC | 13,211 | $2.24M | 0.35% | −1,336−9.2% | Reduced |
| Ascent Wealth Partners, LLC | 13,214 | $2.24M | 0.37% | +33+0.3% | Added |
| United Asset Strategies, Inc. | 13,218 | $2.24M | 0.25% | −297−2.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,225 | $2.25M | 0.30% | −1,953−12.9% | Reduced |
| SFMG, LLC | 13,266 | $2.25M | 0.21% | −827−5.9% | Reduced |
| Leelyn Smith, LLC | 13,275 | $2.25M | 0.49% | −689−4.9% | Reduced |
| Saybrook Capital | 13,292 | $2.26M | 0.63% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 13,344 | $2.27M | 0.26% | +1,096+8.9% | Added |
| TrinityPoint Wealth, LLC | 13,353 | $2.27M | 0.41% | +332+2.5% | Added |
| Grandview Asset Management LLC | 13,354 | $2.27M | 1.19% | −16−0.1% | Reduced |
| Elevated Capital Advisors, LLC | 13,359 | $2.27M | 0.71% | +1,057+8.6% | Added |
| S&T Bank | 13,359 | $2.27M | 0.42% | −567−4.1% | Reduced |
| Baader Bank INC | 13,388 | $2.27M | 0.19% | +494+3.8% | Added |
| VeraBank, N.A. | 13,454 | $2.29M | 0.77% | +40.0% | Added |
| Strategic Blueprint, LLC | 13,477 | $2.29M | 0.19% | +417+3.2% | Added |
| Sterling Investment Advisors, Ltd. | 13,490 | $2.29M | 0.71% | +60.0% | Added |
| Atwood & Palmer Inc | 13,527 | $2.30M | 0.19% | +457+3.5% | Added |
| Oarsman Capital, Inc. | 13,529 | $2.30M | 0.61% | +1,581+13.2% | Added |
| Mechanics Financial Corp | 13,536 | $2.30M | 1.29% | +80+0.6% | Added |
| Home Federal Bank of Tennessee | 13,590 | $2.31M | 0.77% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 13,622 | $2.31M | 1.95% | +10.0% | Added |
| Liberty Capital Management, Inc. | 13,628 | $2.31M | 0.61% | +23+0.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,642 | $2.32M | 0.07% | −111,834−89.1% | Reduced |
| First United Bank Trust | 13,644 | $2.32M | 0.93% | −708−4.9% | Reduced |
| Insigneo Advisory Services, LLC | 13,596 | $2.33M | 0.33% | +3,399+33.3% | Added |
| Slagle Financial, LLC | 27,362 | $2.33M | 1.33% | +13,718+100.5% | Added |
| Checchi Capital Advisers, LLC | 13,719 | $2.33M | 0.19% | −1,580−10.3% | Reduced |
| Naviter Wealth, LLC | 13,638 | $2.33M | 0.47% | +1,044+8.3% | Added |
| Capital Counsel LLC | 13,759 | $2.34M | 0.11% | −46−0.3% | Reduced |
| StrongBox Wealth, LLC | 13,769 | $2.34M | 1.36% | +1,483+12.1% | Added |
| CX Institutional | 13,771 | $2.34M | 0.13% | −1,391−9.2% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,783 | $2.34M | 1.87% | +10.0% | Added |
| Rehmann Capital Advisory Group | 13,880 | $2.36M | 0.20% | +95+0.7% | Added |
| ZWJ Investment Counsel Inc | 13,911 | $2.36M | 0.12% | −205−1.5% | Reduced |
| Trinity Legacy Partners, LLC | 13,973 | $2.37M | 0.75% | −478−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,985 | $2.38M | 0.14% | +896+6.8% | Added |
| MidWestOne Financial Group, Inc. | 13,994 | $2.38M | 0.45% | −9−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 14,027 | $2.38M | 0.14% | +4,649+49.6% | Added |
| Beck Bode, LLC | 14,097 | $2.39M | 0.54% | +5,426+62.6% | Added |
| AlphaCore Capital LLC | 14,002 | $2.40M | 0.35% | +70+0.5% | Added |
| Cyndeo Wealth Partners, LLC | 14,106 | $2.40M | 0.22% | +613+4.5% | Added |