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 | 3,566 | $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, 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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 35,144 | $5.97M | 0.54% | +60.0% | Added |
| BKD Wealth Advisors, LLC | 35,087 | $5.96M | 0.17% | −1,785−4.8% | Reduced |
| Pictet Bank & Trust Ltd | 34,985 | $5.94M | 6.02% | −2,390−6.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $5.94M | 1.54% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 34,964 | $5.94M | 0.32% | +16,447+88.8% | Added |
| Avantax Planning Partners, Inc. | 34,959 | $5.94M | 0.23% | −89−0.3% | Reduced |
| Pallas Capital Advisors LLC | 34,946 | $5.94M | 0.32% | +1,243+3.7% | Added |
| Tufton Capital Management | 34,911 | $5.93M | 1.24% | −170−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 34,829 | $5.92M | 0.16% | +27,468+373.2% | Added |
| Northcape Wealth Management, LLC | 34,615 | $5.88M | 2.13% | −163−0.5% | Reduced |
| First Personal Financial Services | 34,614 | $5.88M | 1.43% | −114−0.3% | Reduced |
| Fundamentun, LLC | 34,455 | $5.85M | 0.69% | +2,015+6.2% | Added |
| Eldred Rock Partners, LLC | 34,442 | $5.85M | 3.73% | +34,442 | New |
| Cambridge Trust Co | 34,385 | $5.84M | 0.24% | −1,798−5.0% | Reduced |
| Asset Management Group, Inc. | 34,302 | $5.83M | 1.17% | +423+1.2% | Added |
| NorthRock Partners, LLC | 34,013 | $5.82M | 0.24% | +23,205+214.7% | Added |
| Windle Wealth, LLC | 34,250 | $5.82M | 4.08% | +285+0.8% | Added |
| Westpac Banking Corp | 34,228 | $5.81M | 0.48% | −17,251−33.5% | Reduced |
| Nations Financial Group Inc, | 34,217 | $5.81M | 0.54% | +10,026+41.4% | Added |
| Motco | 34,216 | $5.81M | 0.37% | −3,880−10.2% | Reduced |
| Merit Financial Group, LLC | 34,139 | $5.80M | 0.18% | −11,663−25.5% | Reduced |
| Schnieders Capital Management LLC | 34,117 | $5.79M | 1.28% | −4,323−11.2% | Reduced |
| Cypress Capital Group | 34,085 | $5.79M | 0.75% | −1,071−3.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 34,083 | $5.79M | 0.87% | +19,444+132.8% | Added |
| City Holding Co | 33,989 | $5.77M | 0.93% | −3,194−8.6% | Reduced |
| DLK Investment Management, LLC | 33,980 | $5.77M | 2.63% | +33,980 | New |
| Hamilton Point Investment Advisors, LLC | 33,608 | $5.75M | 1.16% | +323+1.0% | Added |
| Perkins Coie Trust Co | 33,758 | $5.73M | 1.45% | −527−1.5% | Reduced |
| Buckhead Capital Management LLC | 33,701 | $5.72M | 2.12% | +1,288+4.0% | Added |
| King Wealth | 33,583 | $5.70M | 1.10% | +152+0.5% | Added |
| Pathway Financial Advisers, LLC | 33,249 | $5.65M | 2.15% | +287+0.9% | Added |
| Bulltick Wealth Management, LLC | 33,205 | $5.64M | 1.29% | +33,205 | New |
| Investment House LLC | 33,190 | $5.64M | 0.40% | −159−0.5% | Reduced |
| Qsemble Capital Management, LP | 33,165 | $5.63M | 1.41% | +30,665+1,226.6% | Added |
| Private Trust Co NA | 33,150 | $5.63M | 0.66% | −4,179−11.2% | Reduced |
| Foundations Investment Advisors, LLC | 32,592 | $5.60M | 0.15% | +19,205+143.5% | Added |
| Family Capital Trust Co | 32,927 | $5.59M | 1.76% | −31−0.1% | Reduced |
| Rodgers Brothers Inc. | 32,905 | $5.59M | 0.88% | +1,960+6.3% | Added |
| Grimes & Company, Inc. | 32,700 | $5.55M | 0.18% | +4,937+17.8% | Added |
| SP Asset Management LLC | 32,668 | $5.55M | 0.57% | +43+0.1% | Added |
| Hall Laurie J Trustee | 32,606 | $5.54M | 2.12% | +200+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 32,585 | $5.53M | 0.35% | +1,261+4.0% | Added |
| Navellier & Associates Inc | 32,505 | $5.52M | 0.83% | +492+1.5% | Added |
| Peterson Wealth Management | 32,414 | $5.51M | 4.96% | +1,192+3.8% | Added |
| Signaturefd, LLC | 32,382 | $5.50M | 0.13% | +643+2.0% | Added |
| Roberts Glore & Co Inc | 32,382 | $5.50M | 1.71% | −204−0.6% | Reduced |
| Groupama Asset Managment | 64,883 | $5.49M | 0.14% | +64,883 | New |
| Eagle Global Advisors LLC | 32,276 | $5.48M | 0.33% | 00.0% | Unchanged |
| American Trust | 32,262 | $5.48M | 0.40% | +98+0.3% | Added |
| Northwest & Ethical Investments L.P. | 32,258 | $5.48M | 0.17% | −191−0.6% | Reduced |
| Garland Capital Management Inc | 32,185 | $5.47M | 3.84% | −1,555−4.6% | Reduced |
| Stokes Family Office, LLC | 32,177 | $5.47M | 0.74% | −9,830−23.4% | Reduced |
| Investment Management Corp of Ontario | 32,103 | $5.45M | 0.13% | +32,103 | New |
| RSM US Wealth Management LLC | 31,783 | $5.44M | 0.15% | +1,958+6.6% | Added |
| RB Capital Management, LLC | 32,010 | $5.44M | 1.57% | −180−0.6% | Reduced |
| Colonial Trust Co | 32,006 | $5.44M | 1.13% | −33−0.1% | Reduced |
| Duality Advisers, LP | 31,988 | $5.43M | 0.57% | +25,523+394.8% | Added |
| Sowell Financial Services LLC | 31,743 | $5.43M | 0.29% | +1,897+6.4% | Added |
| Ayrshire Capital Management LLC | 31,951 | $5.43M | 3.13% | +737+2.4% | Added |
| Ballentine Partners, LLC | 31,907 | $5.42M | 0.11% | −2,497−7.3% | Reduced |
| Abn Amro Investment Solutions | 31,900 | $5.42M | 0.10% | −446−1.4% | Reduced |
| Ascent Group, LLC | 31,692 | $5.41M | 0.51% | −1,326−4.0% | Reduced |
| Oak Harvest Investment Services | 31,634 | $5.37M | 1.07% | +637+2.1% | Added |
| TRUE Private Wealth Advisors | 31,599 | $5.37M | 0.68% | +3,788+13.6% | Added |
| Hussman Strategic Advisors, Inc. | 31,500 | $5.35M | 1.22% | +29,400+1,400.0% | Added |
| Robertson Stephens Wealth Management, LLC | 31,221 | $5.34M | 0.33% | −2,988−8.7% | Reduced |
| Spinnaker Trust | 31,297 | $5.32M | 0.36% | −413−1.3% | Reduced |
| Addison Capital Co | 31,213 | $5.30M | 3.29% | +8,129+35.2% | Added |
| Opus Investment Management Inc | 31,200 | $5.30M | 3.04% | +2,200+7.6% | Added |
| Boston Research & Management Inc | 31,076 | $5.28M | 1.40% | +1,866+6.4% | Added |
| High Net Worth Advisory Group LLC | 31,067 | $5.28M | 1.96% | +428+1.4% | Added |
| Reliant Investment Management, LLC | 31,048 | $5.27M | 2.68% | +635+2.1% | Added |
| Skba Capital Management LLC | 31,045 | $5.27M | 0.89% | −400−1.3% | Reduced |
| Bollard Group LLC | 30,967 | $5.26M | 0.18% | −724−2.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 30,964 | $5.26M | 0.79% | −125−0.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 30,953 | $5.26M | 1.53% | +462+1.5% | Added |
| Principal Street Partners, LLC | 30,892 | $5.25M | 1.27% | −284−0.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 30,883 | $5.25M | 0.58% | −1,874−5.7% | Reduced |
| Brookstone Capital Management | 30,854 | $5.24M | 0.10% | −649−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 30,765 | $5.23M | 0.29% | +1,415+4.8% | Added |
| Marshall & Sullivan Inc | 30,762 | $5.22M | 2.76% | −22−0.1% | Reduced |
| Mendel Money Management | 30,695 | $5.21M | 2.50% | +243+0.8% | Added |
| AMJ Financial Wealth Management | 30,680 | $5.21M | 2.19% | −9,051−22.8% | Reduced |
| Wealthspire Advisors, LLC | 30,671 | $5.21M | 0.07% | +264+0.9% | Added |
| Belpointe Asset Management LLC | 30,591 | $5.20M | 0.46% | +3,646+13.5% | Added |
| Hartford Financial Management Inc. | 30,590 | $5.20M | 1.18% | +299+1.0% | Added |
| Jefferies Financial Group Inc. | 30,572 | $5.19M | 0.08% | +17,823+139.8% | Added |
| Twin Capital Management Inc | 30,555 | $5.19M | 0.68% | +10,237+50.4% | Added |
| Horrell Capital Management, Inc. | 30,474 | $5.18M | 1.56% | +94+0.3% | Added |
| Journey Advisory Group, LLC | 30,408 | $5.16M | 0.70% | −280−0.9% | Reduced |
| Financial & Tax Architects, LLC | 30,408 | $5.16M | 1.53% | +451+1.5% | Added |
| Shorepoint Capital Partners LLC | 30,393 | $5.16M | 1.38% | +2,145+7.6% | Added |
| Bernzott Capital Advisors | 30,345 | $5.15M | 2.01% | +3,229+11.9% | Added |
| Harbor Advisory Corp | 30,272 | $5.14M | 1.84% | −902−2.9% | Reduced |
| Ally Financial Inc. | 30,000 | $5.10M | 0.67% | +30,000 | New |
| Silphium Asset Management Ltd | 29,950 | $5.09M | 2.71% | +9,600+47.2% | Added |
| Principle Wealth Partners LLC | 29,920 | $5.08M | 0.44% | +826+2.8% | Added |
| Lyell Wealth Management, LP | 29,903 | $5.08M | 0.58% | +1,905+6.8% | Added |
| SS&H Financial Advisors, Inc. | 29,875 | $5.07M | 2.15% | 00.0% | Unchanged |
| American National Bank | 29,850 | $5.07M | 0.80% | +11,977+67.0% | Added |