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 |
|---|---|---|---|---|---|
| Te Ahumairangi Investment Management Ltd | 19,979 | $3.39M | 0.64% | −2,170−9.8% | Reduced |
| Gs Investments, Inc. | 19,986 | $3.39M | 1.77% | +1,715+9.4% | Added |
| Altrius Capital Management Inc | 20,024 | $3.40M | 0.95% | +842+4.4% | Added |
| HBW Advisory Services LLC | 20,028 | $3.40M | 0.64% | +754+3.9% | Added |
| ICW Investment Advisors LLC | 20,058 | $3.41M | 1.66% | +147+0.7% | Added |
| Cadent Capital Advisors, LLC | 20,063 | $3.41M | 1.72% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 20,071 | $3.41M | 0.13% | −37,370−65.1% | Reduced |
| Bull Street Advisors, LLC | 20,080 | $3.41M | 1.73% | −15−0.1% | Reduced |
| LGT Fund Management Co Ltd. | 20,150 | $3.41M | 1.46% | +7,600+60.6% | Added |
| Oak Asset Management, LLC | 20,099 | $3.41M | 1.36% | +371+1.9% | Added |
| Texas Yale Capital Corp. | 20,111 | $3.42M | 0.16% | −1,455−6.7% | Reduced |
| Crescent Sterling, Ltd. | 20,178 | $3.43M | 3.42% | −352−1.7% | Reduced |
| Csenge Advisory Group | 20,202 | $3.43M | 0.21% | +1,614+8.7% | Added |
| Sumitomo Life Insurance Co | 20,210 | $3.43M | 0.11% | −940−4.4% | Reduced |
| Pensionmark Financial Group, LLC | 20,218 | $3.43M | 0.45% | +18,981+1,534.4% | Added |
| Aull & Monroe Investment Management Corp | 20,289 | $3.45M | 1.70% | −280−1.4% | Reduced |
| Beach Investment Counsel Inc | 20,296 | $3.45M | 0.43% | −5,538−21.4% | Reduced |
| IFP Advisors, Inc | 20,314 | $3.45M | 0.16% | −1,768−8.0% | Reduced |
| Baxter Bros Inc | 20,331 | $3.45M | 0.48% | +312+1.6% | Added |
| Koshinski Asset Management, Inc. | 20,361 | $3.46M | 0.53% | −2,602−11.3% | Reduced |
| Mirabaud & Cie SA | 20,364 | $3.46M | 1.15% | +20,364 | New |
| Watchman Group, Inc. | 20,367 | $3.46M | 1.14% | −52−0.3% | Reduced |
| Essex Savings Bank | 20,479 | $3.48M | 1.01% | +1,888+10.2% | Added |
| Bayesian Capital Management, LP | 20,489 | $3.48M | 0.37% | +20,489 | New |
| Smith Shellnut Wilson LLC | 20,564 | $3.49M | 2.00% | −605−2.9% | Reduced |
| WCG Wealth Advisors LLC | 20,643 | $3.51M | 0.26% | +3,116+17.8% | Added |
| Field & Main Bank | 20,646 | $3.51M | 1.48% | +145+0.7% | Added |
| Sendero Wealth Management, LLC | 20,680 | $3.51M | 0.66% | +57+0.3% | Added |
| StoneX Group Inc. | 20,586 | $3.52M | 0.35% | +2,082+11.3% | Added |
| Strategic Advisors LLC | 20,786 | $3.53M | 0.67% | −35,064−62.8% | Reduced |
| ProVise Management Group, LLC | 20,884 | $3.55M | 0.30% | −5,855−21.9% | Reduced |
| Physicians Financial Services, Inc. | 20,928 | $3.55M | 1.35% | 00.0% | Unchanged |
| Peoples Bank | 20,964 | $3.56M | 2.85% | −400−1.9% | Reduced |
| Independent Financial Group, LLC | 21,044 | $3.57M | 0.19% | +1,442+7.4% | Added |
| Pinnbrook Capital Management LP | 21,145 | $3.59M | 0.84% | +21,145 | New |
| GPS Wealth Strategies Group, LLC | 21,166 | $3.59M | 0.66% | +576+2.8% | Added |
| Eagle Capital Management, LLC | 21,165 | $3.60M | 1.75% | −128−0.6% | Reduced |
| Arrow Financial Corp | 21,219 | $3.60M | 0.37% | −3,872−15.4% | Reduced |
| Kesler, Norman & Wride, LLC | 21,236 | $3.61M | 0.83% | −805−3.7% | Reduced |
| QV Investors Inc. | 21,255 | $3.61M | 0.33% | −670−3.1% | Reduced |
| Adirondack Trust Co | 21,873 | $3.62M | 1.56% | −434−1.9% | Reduced |
| Bristlecone Advisors, LLC | 21,302 | $3.62M | 0.37% | −81−0.4% | Reduced |
| Moran Wealth Management, LLC | 21,315 | $3.62M | 0.13% | −2,215−9.4% | Reduced |
| Heritage Trust Co | 21,349 | $3.63M | 0.51% | +129+0.6% | Added |
| Delta Capital Management LLC | 21,410 | $3.64M | 2.54% | −60−0.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 21,445 | $3.64M | 1.13% | +10.0% | Added |
| Garrison Asset Management, LLC | 21,494 | $3.65M | 2.01% | +224+1.1% | Added |
| Ledyard National Bank | 21,524 | $3.66M | 0.38% | −696−3.1% | Reduced |
| CAPROCK Group, Inc. | 21,394 | $3.66M | 0.23% | +2,301+12.1% | Added |
| Shoker Investment Counsel, Inc. | 21,619 | $3.67M | 1.42% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 21,503 | $3.68M | 0.15% | −305−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 21,523 | $3.68M | 0.18% | +354+1.7% | Added |
| Gladstone Institutional Advisory LLC | 21,685 | $3.68M | 0.21% | +2,475+12.9% | Added |
| Financial Advisory Partners, LLC | 21,725 | $3.69M | 1.34% | +438+2.1% | Added |
| BCM Advisors, LLC | 21,759 | $3.69M | 0.97% | 00.0% | Unchanged |
| Sigma Planning Corp | 21,745 | $3.69M | 0.29% | −17,408−44.5% | Reduced |
| SageView Advisory Group, LLC | 21,799 | $3.70M | 0.16% | +3,632+20.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 21,807 | $3.70M | 0.72% | +2,171+11.1% | Added |
| Fairhaven Wealth Management, LLC | 21,809 | $3.70M | 1.36% | +234+1.1% | Added |
| Bank Ozk | 21,894 | $3.72M | 1.82% | −742−3.3% | Reduced |
| EPG Wealth Management LLC | 22,024 | $3.72M | 0.98% | +821+3.9% | Added |
| Spectrum Wealth Counsel, LLC | 21,900 | $3.72M | 0.52% | +21,900 | New |
| Oliver Luxxe Assets LLC | 21,903 | $3.72M | 0.87% | +21,903 | New |
| Notis-McConarty Edward | 21,922 | $3.72M | 1.49% | 00.0% | Unchanged |
| Stevens Capital Management LP | 21,945 | $3.73M | 0.93% | +11,178+103.8% | Added |
| Capital Insight Partners, LLC | 22,013 | $3.74M | 0.76% | +219+1.0% | Added |
| Meeder Advisory Services, Inc. | 22,040 | $3.74M | 0.43% | −476−2.1% | Reduced |
| Benson Investment Management Company, Inc. | 22,102 | $3.75M | 1.92% | +627+2.9% | Added |
| Integrated Advisors Network LLC | 22,151 | $3.76M | 0.21% | +388+1.8% | Added |
| Sunbelt Securities, Inc. | 22,192 | $3.77M | 0.47% | +399+1.8% | Added |
| Broderick Brian C | 22,192 | $3.77M | 0.94% | −368−1.6% | Reduced |
| Martin Capital Partners, LLC | 22,214 | $3.77M | 1.54% | −643−2.8% | Reduced |
| Jag Capital Management, LLC | 22,264 | $3.78M | 0.58% | −40.0% | Reduced |
| Winthrop Capital Management, LLC | 22,297 | $3.79M | 1.24% | +22,297 | New |
| Security National Bank | 22,359 | $3.80M | 0.86% | −909−3.9% | Reduced |
| Schulhoff & Co Inc | 22,372 | $3.80M | 1.81% | −105−0.5% | Reduced |
| Artemis Investment Management LLP | 22,377 | $3.80M | 0.06% | −20,912−48.3% | Reduced |
| Investmark Advisory Group LLC | 22,387 | $3.80M | 2.23% | +68+0.3% | Added |
| Fragasso Group Inc. | 22,396 | $3.80M | 0.35% | +2,942+15.1% | Added |
| AlTi Global, Inc. | 22,279 | $3.81M | 0.12% | +22,279 | New |
| Brooks, Moore & Associates, Inc. | 22,488 | $3.82M | 2.63% | +1,790+8.6% | Added |
| Exeter Financial, LLC | 22,861 | $3.82M | 1.85% | +553+2.5% | Added |
| Asio Capital, LLC | 22,423 | $3.84M | 0.90% | +563+2.6% | Added |
| Beck Mack & Oliver LLC | 22,662 | $3.85M | 0.09% | 00.0% | Unchanged |
| Geller Advisors LLC | 22,558 | $3.86M | 0.38% | +6,056+36.7% | Added |
| Essex LLC | 22,768 | $3.87M | 0.96% | −115−0.5% | Reduced |
| Mathes Company, Inc. | 22,866 | $3.88M | 1.60% | −75−0.3% | Reduced |
| Northeast Financial Consultants Inc | 22,895 | $3.89M | 0.22% | +80.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 22,973 | $3.90M | 0.81% | +726+3.3% | Added |
| Chatham Capital Group, Inc. | 22,979 | $3.90M | 0.79% | −615−2.6% | Reduced |
| Coastal Bridge Advisors, LLC | 22,983 | $3.90M | 1.00% | +29+0.1% | Added |
| DFPG Investments, LLC | 22,600 | $3.91M | 0.31% | +383+1.7% | Added |
| Chicago Trust Co NA | 23,025 | $3.91M | 0.87% | −3,077−11.8% | Reduced |
| Pegasus Partners Ltd. | 23,026 | $3.91M | 0.46% | −1,663−6.7% | Reduced |
| NewEdge Wealth, LLC | 23,048 | $3.91M | 0.10% | −13,486−36.9% | Reduced |
| Trust Point Inc. | 23,052 | $3.92M | 0.32% | +23,052 | New |
| Union Heritage Capital, LLC | 23,095 | $3.92M | 2.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 23,104 | $3.92M | 1.10% | +29+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,135 | $3.93M | 2.01% | +196+0.9% | Added |
| Coastline Trust Co | 23,139 | $3.93M | 0.52% | −202−0.9% | Reduced |