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 |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 16,870 | $2.87M | 0.55% | −1,276−7.0% | Reduced |
| Moseley Investment Management Inc | 16,878 | $2.87M | 1.59% | +69+0.4% | Added |
| Richard Bernstein Advisors LLC | 16,920 | $2.87M | 0.06% | +18+0.1% | Added |
| White Pine Capital LLC | 16,960 | $2.88M | 1.11% | −1,068−5.9% | Reduced |
| L.M. Kohn & Company | 16,991 | $2.89M | 0.92% | +1,388+8.9% | Added |
| R.H. Dinel Investment Counsel, Inc. | 16,998 | $2.89M | 1.97% | 00.0% | Unchanged |
| Delaney Dennis R | 16,999 | $2.89M | 1.71% | +370+2.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,064 | $2.90M | 0.46% | −465−2.7% | Reduced |
| Lincoln Capital LLC | 17,113 | $2.91M | 0.71% | +50+0.3% | Added |
| Two Sigma Securities, LLC | 17,114 | $2.91M | 0.13% | +1,690+11.0% | Added |
| Rockline Wealth Management, LLC | 17,139 | $2.91M | 1.21% | +17,139 | New |
| Armstrong Henry H Associates Inc | 17,142 | $2.91M | 0.31% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 17,142 | $2.91M | 0.49% | −85−0.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 17,157 | $2.91M | 1.04% | +541+3.3% | Added |
| Spears Abacus Advisors LLC | 17,176 | $2.92M | 0.23% | +1,147+7.2% | Added |
| ARS Investment Partners, LLC | 17,196 | $2.92M | 0.32% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 17,233 | $2.93M | 0.96% | +1,027+6.3% | Added |
| DCM Advisors, LLC | 17,234 | $2.93M | 1.05% | −251−1.4% | Reduced |
| Mitchell Capital Management Co | 17,247 | $2.93M | 0.62% | −329−1.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 17,298 | $2.94M | 2.57% | −6,125−26.1% | Reduced |
| Financial Strategies Group, Inc. | 17,875 | $2.96M | 0.85% | +3,507+24.4% | Added |
| GSB Wealth Management, LLC | 17,436 | $2.96M | 0.91% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 17,523 | $2.98M | 0.34% | −760−4.2% | Reduced |
| Benjamin Edwards Inc | 17,539 | $2.98M | 0.65% | −5,293−23.2% | Reduced |
| Old Second National Bank of Aurora | 17,571 | $2.98M | 0.82% | −83−0.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 17,585 | $2.99M | 1.02% | +567+3.3% | Added |
| Sentinel Trust Co Lba | 17,608 | $2.99M | 0.39% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 17,626 | $2.99M | 0.10% | +144+0.8% | Added |
| CWS Financial Advisors, LLC | 17,638 | $3.00M | 1.12% | −538−3.0% | Reduced |
| Harbour Investment Management LLC | 17,520 | $3.00M | 1.56% | −50−0.3% | Reduced |
| Amussen Hunsaker Associates LLC | 17,674 | $3.00M | 0.61% | −317−1.8% | Reduced |
| Garrett Investment Advisors LLC | 17,684 | $3.00M | 0.42% | −66−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 17,727 | $3.01M | 1.25% | −200−1.1% | Reduced |
| Smith, Moore & Co. | 17,942 | $3.01M | 0.36% | −612−3.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 17,749 | $3.01M | 0.73% | +3,704+26.4% | Added |
| M Holdings Securities, Inc. | 17,779 | $3.02M | 0.34% | −17−0.1% | Reduced |
| Strategic Financial Services, Inc, | 17,853 | $3.03M | 0.21% | −566−3.1% | Reduced |
| Howard Financial Services, Ltd. | 17,865 | $3.03M | 0.59% | −28−0.2% | Reduced |
| Nvest Financial, LLC | 17,865 | $3.03M | 2.39% | −110−0.6% | Reduced |
| Morton Community Bank | 17,871 | $3.04M | 0.99% | +17,871 | New |
| Johnson Financial Group, Inc. | 17,742 | $3.04M | 0.17% | +346+2.0% | Added |
| Puzo Michael J | 17,890 | $3.04M | 0.97% | −255−1.4% | Reduced |
| Grandfield & Dodd, LLC | 17,928 | $3.04M | 0.21% | +1,257+7.5% | Added |
| Cape Ann Savings Bank | 18,094 | $3.05M | 2.02% | −31−0.2% | Reduced |
| Bank of Hawaii | 17,984 | $3.05M | 0.16% | −108−0.6% | Reduced |
| TCG Advisory Services, LLC | 17,999 | $3.06M | 0.21% | +7,159+66.0% | Added |
| International Assets Investment Management, LLC | 18,006 | $3.06M | 0.39% | −13,444−42.7% | Reduced |
| First Western Trust Bank | 18,007 | $3.06M | 0.15% | −91−0.5% | Reduced |
| Peak Asset Management, LLC | 18,032 | $3.06M | 0.67% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 18,097 | $3.07M | 0.93% | +1,737+10.6% | Added |
| Northstar Asset Management LLC | 18,108 | $3.08M | 0.81% | −180−1.0% | Reduced |
| Thomasville National Bank | 18,166 | $3.09M | 0.27% | +305+1.7% | Added |
| Alpha Omega Wealth Management LLC | 18,208 | $3.09M | 0.51% | +81+0.4% | Added |
| Romano Brothers and Company | 18,291 | $3.11M | 0.46% | +1,593+9.5% | Added |
| Financial Advisory Service, Inc. | 18,310 | $3.11M | 0.30% | +2,375+14.9% | Added |
| Somerset Trust Co | 18,313 | $3.11M | 1.36% | −710−3.7% | Reduced |
| FJ Investments, LLC | 18,335 | $3.11M | 0.15% | +18,335 | New |
| Moloney Securities Asset Management, LLC | 18,424 | $3.13M | 0.50% | +900+5.1% | Added |
| Moody National Bank Trust Division | 18,469 | $3.14M | 0.24% | −16,647−47.4% | Reduced |
| Marino, Stram & Associates LLC | 18,618 | $3.16M | 0.82% | +69+0.4% | Added |
| McDonald Partners LLC | 18,677 | $3.17M | 0.94% | +369+2.0% | Added |
| Wealth Alliance | 18,679 | $3.17M | 0.44% | −658−3.4% | Reduced |
| Estabrook Capital Management | 18,721 | $3.18M | 0.52% | −321−1.7% | Reduced |
| Zhang Financial LLC | 18,804 | $3.19M | 0.27% | +1,211+6.9% | Added |
| Covington Investment Advisors Inc. | 18,824 | $3.20M | 0.58% | +1,675+9.8% | Added |
| NJ State Employees Deferred Compensation Plan | 18,851 | $3.20M | 0.44% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 18,861 | $3.20M | 0.60% | −1,615−7.9% | Reduced |
| TFG Advisers LLC | 18,875 | $3.21M | 1.35% | +97+0.5% | Added |
| Kinloch Capital, LLC | 18,930 | $3.22M | 2.04% | −531−2.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 19,234 | $3.22M | 0.89% | −875−4.4% | Reduced |
| Keene & Associates, Inc. | 18,983 | $3.22M | 2.68% | −145−0.8% | Reduced |
| Griffin Asset Management, Inc. | 19,040 | $3.23M | 0.41% | −125−0.7% | Reduced |
| All Terrain Financial Advisors, LLC | 19,041 | $3.23M | 1.49% | +74+0.4% | Added |
| Lummis Asset Management, LP | 18,883 | $3.24M | 2.48% | +18,883 | New |
| BOK Financial Private Wealth, Inc. | 18,979 | $3.25M | 0.26% | −376−1.9% | Reduced |
| Quadrant Capital Group LLC | 19,131 | $3.25M | 0.28% | +100+0.5% | Added |
| Connecticut Wealth Management, LLC | 19,215 | $3.26M | 0.19% | +8,717+83.0% | Added |
| Guardian Capital LP | 19,286 | $3.28M | 0.12% | −400−2.0% | Reduced |
| Hengehold Capital Management LLC | 19,301 | $3.28M | 0.39% | +164+0.9% | Added |
| Leavell Investment Management, Inc. | 19,204 | $3.29M | 0.21% | −173−0.9% | Reduced |
| Enterprise Bank & Trust Co | 19,398 | $3.29M | 1.17% | +777+4.2% | Added |
| Triangle Securities Wealth Management | 19,414 | $3.30M | 1.03% | +205+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 19,317 | $3.30M | 0.31% | +2,193+12.8% | Added |
| RNC Capital Management LLC | 19,441 | $3.30M | 0.20% | −2,342−10.8% | Reduced |
| Red Cedar Investment Management, LLC | 19,448 | $3.30M | 0.48% | 00.0% | Unchanged |
| James Investment Research Inc | 19,571 | $3.32M | 0.42% | −473−2.4% | Reduced |
| Wintrust Investments LLC | 19,612 | $3.33M | 0.32% | +1,452+8.0% | Added |
| Riverbridge Partners LLC | 19,623 | $3.33M | 0.04% | −475−2.4% | Reduced |
| Cottage Street Advisors LLC | 19,632 | $3.34M | 2.26% | +126+0.6% | Added |
| Resonant Capital Advisors, LLC | 19,565 | $3.34M | 0.32% | −529−2.6% | Reduced |
| Patten Group, Inc. | 19,687 | $3.34M | 0.91% | +156+0.8% | Added |
| Sapient Capital LLC | 19,619 | $3.36M | 0.09% | +19,619 | New |
| Jupiter Wealth Management LLC | 19,770 | $3.36M | 1.97% | +633+3.3% | Added |
| Northstar Group, Inc. | 19,792 | $3.36M | 0.73% | −694−3.4% | Reduced |
| Fulton Bank, N.A. | 19,792 | $3.36M | 0.15% | −322−1.6% | Reduced |
| Aspiriant, LLC | 19,793 | $3.36M | 0.15% | −11−0.1% | Reduced |
| HTLF Bank | 19,853 | $3.37M | 0.40% | +19,853 | New |
| Claro Advisors LLC | 19,853 | $3.37M | 0.73% | −1,012−4.9% | Reduced |
| Independent Investors Inc | 19,963 | $3.39M | 0.78% | −33−0.2% | Reduced |
| Waldron Private Wealth LLC | 19,830 | $3.39M | 0.16% | +35+0.2% | Added |