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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 29,712 | $5.05M | 0.25% | +895+3.1% | Added |
| Desjardins Global Asset Management Inc. | 29,622 | $5.03M | 0.54% | −3,436−10.4% | Reduced |
| Cardinal Capital Management | 29,392 | $5.03M | 0.95% | −214−0.7% | Reduced |
| Charter Research & Investment Group, Inc. | 29,536 | $5.02M | 4.16% | +43+0.1% | Added |
| Nomura Holdings Inc | 29,523 | $5.01M | 0.04% | +22,389+313.8% | Added |
| Thoroughbred Financial Services, LLC | 29,526 | $5.01M | 0.40% | +4,277+16.9% | Added |
| Dean Investment Associates, LLC | 29,452 | $5.00M | 0.71% | −1,132−3.7% | Reduced |
| Laffer Tengler Investments | 29,314 | $4.98M | 1.32% | +2,018+7.4% | Added |
| Mechanics Bank Trust Department | 29,298 | $4.98M | 0.78% | +289+1.0% | Added |
| Baugh & Associates, LLC | 29,189 | $4.96M | 2.85% | +2,127+7.9% | Added |
| Telemus Capital, LLC | 29,143 | $4.95M | 0.41% | −627−2.1% | Reduced |
| Cullinan Associates Inc | 29,125 | $4.95M | 0.28% | −12,864−30.6% | Reduced |
| Pegasus Asset Management, Inc. | 29,083 | $4.94M | 2.12% | +99+0.3% | Added |
| Peoples Financial Services Corp. | 28,989 | $4.92M | 2.13% | −804−2.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 28,984 | $4.92M | 0.58% | −349−1.2% | Reduced |
| Tectonic Advisors LLC | 28,954 | $4.92M | 0.41% | +1,761+6.5% | Added |
| Commonwealth Retirement Investments LLC | 28,944 | $4.92M | 2.60% | −9,271−24.3% | Reduced |
| Kidder Stephen W | 28,920 | $4.91M | 1.58% | −1,045−3.5% | Reduced |
| Fruth Investment Management | 28,879 | $4.90M | 1.37% | 00.0% | Unchanged |
| AMG National Trust Bank | 28,849 | $4.90M | 0.15% | −442−1.5% | Reduced |
| ClariVest Asset Management LLC | 28,781 | $4.89M | 0.27% | −4,910−14.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 28,767 | $4.89M | 0.08% | +833+3.0% | Added |
| Confluence Wealth Services, Inc. | 28,754 | $4.88M | 0.54% | +2,974+11.5% | Added |
| Stablepoint Partners, LLC | 28,706 | $4.88M | 1.25% | +28,706 | New |
| Northwest Investment Counselors, LLC | 28,686 | $4.87M | 1.30% | −16−0.1% | Reduced |
| Rossmore Private Capital | 28,654 | $4.87M | 0.69% | +58+0.2% | Added |
| Stone Point Wealth LLC | 28,616 | $4.86M | 1.86% | −1,110−3.7% | Reduced |
| Equitable Trust Co | 28,508 | $4.84M | 0.36% | +196+0.7% | Added |
| BLB&B Advisors, LLC | 28,247 | $4.80M | 0.30% | +55+0.2% | Added |
| Mizuho Markets Americas LLC | 28,243 | $4.80M | 0.14% | +11,049+64.3% | Added |
| First Interstate Bank | 28,190 | $4.79M | 0.35% | −1,175−4.0% | Reduced |
| Trust Co of Oklahoma | 28,116 | $4.78M | 1.79% | −1,727−5.8% | Reduced |
| Long Road Investment Counsel, LLC | 28,300 | $4.77M | 1.98% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 28,049 | $4.76M | 0.07% | +28,049 | New |
| Hixon Zuercher, LLC | 28,002 | $4.76M | 2.21% | −2,355−7.8% | Reduced |
| Elk River Wealth Management, LLC | 27,759 | $4.75M | 0.91% | +26+0.1% | Added |
| Quilter Plc | 28,036 | $4.75M | 0.16% | −937−3.2% | Reduced |
| Harbour Capital Advisors, LLC | 27,446 | $4.75M | 1.30% | +102+0.4% | Added |
| WBH Advisory Inc | 27,942 | $4.75M | 0.53% | +646+2.4% | Added |
| KMG Fiduciary Partners, LLC | 27,810 | $4.72M | 0.55% | −141−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 27,671 | $4.70M | 0.42% | +780+2.9% | Added |
| Proequities, Inc. | 27,477 | $4.70M | 0.34% | +2,955+12.1% | Added |
| Marietta Investment Partners LLC | 27,500 | $4.67M | 1.16% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 27,436 | $4.66M | 2.03% | +370+1.4% | Added |
| Beaton Management Co. Inc. | 27,400 | $4.65M | 2.79% | −154−0.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 27,367 | $4.65M | 0.29% | +616+2.3% | Added |
| TD Private Client Wealth LLC | 27,361 | $4.65M | 0.17% | −2,537−8.5% | Reduced |
| Paradigm Financial Partners, LLC | 27,343 | $4.64M | 1.13% | +692+2.6% | Added |
| Midland Wealth Advisors LLC | 27,295 | $4.64M | 0.32% | +27,295 | New |
| First PREMIER Bank | 27,237 | $4.63M | 1.30% | +455+1.7% | Added |
| Essex Financial Services, Inc. | 27,217 | $4.62M | 0.48% | +136+0.5% | Added |
| Hall Capital Management Co Inc | 27,143 | $4.61M | 2.71% | +156+0.6% | Added |
| Money Concepts Capital Corp | 27,135 | $4.61M | 0.43% | −480−1.7% | Reduced |
| Westhampton Capital, LLC | 27,039 | $4.59M | 2.73% | +15+0.1% | Added |
| Quintet Private Bank (Europe) S.A. | 27,015 | $4.59M | 0.29% | +1,294+5.0% | Added |
| LVM Capital Management Ltd | 26,973 | $4.58M | 0.59% | +1,442+5.6% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.58M | 1.09% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 26,957 | $4.58M | 2.28% | −50.0% | Reduced |
| Valicenti Advisory Services Inc | 26,900 | $4.57M | 1.39% | −595−2.2% | Reduced |
| Advisors Capital Management, LLC | 26,841 | $4.56M | 0.09% | −2,151−7.4% | Reduced |
| Adams Asset Advisors, LLC | 26,722 | $4.54M | 0.61% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 26,710 | $4.54M | 0.18% | −4,928−15.6% | Reduced |
| BancorpSouth Bank | 26,639 | $4.52M | 0.37% | −135−0.5% | Reduced |
| Monetary Management Group Inc | 26,635 | $4.52M | 1.41% | −625−2.3% | Reduced |
| Somerville Kurt F | 26,599 | $4.52M | 0.85% | −230−0.9% | Reduced |
| Regal Investment Advisors LLC | 26,582 | $4.51M | 0.34% | +1,703+6.8% | Added |
| Exencial Wealth Advisors, LLC | 26,562 | $4.51M | 0.18% | +892+3.5% | Added |
| FDx Advisors, Inc. | 26,449 | $4.49M | 0.35% | −8,891−25.2% | Reduced |
| Red Door Wealth Management, LLC | 26,263 | $4.46M | 0.97% | +1,637+6.6% | Added |
| NBC Securities, Inc. | 26,264 | $4.46M | 0.45% | −382−1.4% | Reduced |
| IHT Wealth Management, LLC | 26,142 | $4.44M | 0.20% | −2,727−9.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 26,140 | $4.44M | 1.12% | +517+2.0% | Added |
| Grace & White Inc | 26,089 | $4.43M | 0.78% | −400−1.5% | Reduced |
| Pettee Investors, Inc. | 26,089 | $4.43M | 1.96% | −125−0.5% | Reduced |
| Harbour Investments, Inc. | 26,070 | $4.43M | 0.18% | +1,799+7.4% | Added |
| Harbor Investment Advisory, LLC | 26,055 | $4.43M | 0.51% | +3,861+17.4% | Added |
| Asset Dedication, LLC | 25,921 | $4.42M | 0.36% | −1,753−6.3% | Reduced |
| Shufro Rose & Co LLC | 25,941 | $4.40M | 0.42% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 25,865 | $4.39M | 3.25% | +247+1.0% | Added |
| PFC Capital Group, Inc. | 25,772 | $4.38M | 2.60% | +25,772 | New |
| Bangor Savings Bank | 25,736 | $4.37M | 0.48% | +3,243+14.4% | Added |
| Procyon Private Wealth Partners, LLC | 25,672 | $4.36M | 0.37% | +1,009+4.1% | Added |
| Ipswich Investment Management Co., Inc. | 25,665 | $4.36M | 1.10% | +256+1.0% | Added |
| We Are One Seven, LLC | 25,508 | $4.33M | 0.25% | +8,115+46.7% | Added |
| American Money Management, LLC | 25,429 | $4.32M | 0.97% | +218+0.9% | Added |
| Girard Partners Ltd. | 25,426 | $4.32M | 0.44% | −1,388−5.2% | Reduced |
| Smithbridge Asset Management Inc | 25,392 | $4.31M | 0.98% | +239+1.0% | Added |
| Laurel Wealth Advisors LLC | 25,372 | $4.31M | 0.82% | +790+3.2% | Added |
| Biltmore Family Office, LLC | 25,172 | $4.31M | 0.89% | −210−0.8% | Reduced |
| Aristotle Capital Management, LLC | 25,276 | $4.29M | 0.01% | −1,183−4.5% | Reduced |
| United Capital Management of KS, Inc. | 25,251 | $4.29M | 1.30% | +1,388+5.8% | Added |
| Assetmark, Inc | 25,197 | $4.28M | 0.02% | +1,871+8.0% | Added |
| Edgewood Management LLC | 25,183 | $4.28M | 0.01% | −100−0.4% | Reduced |
| Columbia Asset Management | 25,166 | $4.27M | 0.87% | −65−0.3% | Reduced |
| World Equity Group, Inc. | 25,078 | $4.26M | 0.85% | +7,734+44.6% | Added |
| Builder Investment Group Inc | 25,068 | $4.26M | 1.53% | +3,000+13.6% | Added |
| Geneos Wealth Management Inc. | 25,009 | $4.25M | 0.21% | −1,044−4.0% | Reduced |
| Warren Averett Asset Management, LLC | 24,970 | $4.24M | 0.16% | −974−3.8% | Reduced |
| Azzad Asset Management Inc | 24,853 | $4.22M | 0.53% | +127+0.5% | Added |
| Brighton Jones LLC | 24,853 | $4.22M | 0.18% | +306+1.2% | Added |