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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 18,006 | $3.06M | 0.39% | −13,444−42.7% | Reduced |
| TCG Advisory Services, LLC | 17,999 | $3.06M | 0.21% | +7,159+66.0% | Added |
| Bank of Hawaii | 17,984 | $3.05M | 0.16% | −108−0.6% | Reduced |
| Cape Ann Savings Bank | 18,094 | $3.05M | 2.02% | −31−0.2% | Reduced |
| Grandfield & Dodd, LLC | 17,928 | $3.04M | 0.21% | +1,257+7.5% | Added |
| Puzo Michael J | 17,890 | $3.04M | 0.97% | −255−1.4% | Reduced |
| Johnson Financial Group, Inc. | 17,742 | $3.04M | 0.17% | +346+2.0% | Added |
| Morton Community Bank | 17,871 | $3.04M | 0.99% | +17,871 | New |
| Nvest Financial, LLC | 17,865 | $3.03M | 2.39% | −110−0.6% | Reduced |
| Howard Financial Services, Ltd. | 17,865 | $3.03M | 0.59% | −28−0.2% | Reduced |
| Strategic Financial Services, Inc, | 17,853 | $3.03M | 0.21% | −566−3.1% | Reduced |
| M Holdings Securities, Inc. | 17,779 | $3.02M | 0.34% | −17−0.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 17,749 | $3.01M | 0.73% | +3,704+26.4% | Added |
| Smith, Moore & Co. | 17,942 | $3.01M | 0.36% | −612−3.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 17,727 | $3.01M | 1.25% | −200−1.1% | Reduced |
| Garrett Investment Advisors LLC | 17,684 | $3.00M | 0.42% | −66−0.4% | Reduced |
| Amussen Hunsaker Associates LLC | 17,674 | $3.00M | 0.61% | −317−1.8% | Reduced |
| Harbour Investment Management LLC | 17,520 | $3.00M | 1.56% | −50−0.3% | Reduced |
| CWS Financial Advisors, LLC | 17,638 | $3.00M | 1.12% | −538−3.0% | Reduced |
| Stonegate Investment Group, LLC | 17,626 | $2.99M | 0.10% | +144+0.8% | Added |
| Sentinel Trust Co Lba | 17,608 | $2.99M | 0.39% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 17,585 | $2.99M | 1.02% | +567+3.3% | Added |
| Old Second National Bank of Aurora | 17,571 | $2.98M | 0.82% | −83−0.5% | Reduced |
| Benjamin Edwards Inc | 17,539 | $2.98M | 0.65% | −5,293−23.2% | Reduced |
| Cozad Asset Management Inc | 17,523 | $2.98M | 0.34% | −760−4.2% | Reduced |
| GSB Wealth Management, LLC | 17,436 | $2.96M | 0.91% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 17,875 | $2.96M | 0.85% | +3,507+24.4% | Added |
| Virginia Wealth Management Group, Inc. | 17,298 | $2.94M | 2.57% | −6,125−26.1% | Reduced |
| Mitchell Capital Management Co | 17,247 | $2.93M | 0.62% | −329−1.9% | Reduced |
| DCM Advisors, LLC | 17,234 | $2.93M | 1.05% | −251−1.4% | Reduced |
| Wambolt & Associates, LLC | 17,233 | $2.93M | 0.96% | +1,027+6.3% | Added |
| ARS Investment Partners, LLC | 17,196 | $2.92M | 0.32% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 17,176 | $2.92M | 0.23% | +1,147+7.2% | Added |
| Walter & Keenan Financial Consulting Co | 17,157 | $2.91M | 1.04% | +541+3.3% | Added |
| Patton Albertson Miller Group, LLC | 17,142 | $2.91M | 0.49% | −85−0.5% | Reduced |
| Armstrong Henry H Associates Inc | 17,142 | $2.91M | 0.31% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 17,139 | $2.91M | 1.21% | +17,139 | New |
| Two Sigma Securities, LLC | 17,114 | $2.91M | 0.13% | +1,690+11.0% | Added |
| Lincoln Capital LLC | 17,113 | $2.91M | 0.71% | +50+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,064 | $2.90M | 0.46% | −465−2.7% | Reduced |
| Delaney Dennis R | 16,999 | $2.89M | 1.71% | +370+2.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 16,998 | $2.89M | 1.97% | 00.0% | Unchanged |
| L.M. Kohn & Company | 16,991 | $2.89M | 0.92% | +1,388+8.9% | Added |
| White Pine Capital LLC | 16,960 | $2.88M | 1.11% | −1,068−5.9% | Reduced |
| Richard Bernstein Advisors LLC | 16,920 | $2.87M | 0.06% | +18+0.1% | Added |
| Moseley Investment Management Inc | 16,878 | $2.87M | 1.59% | +69+0.4% | Added |
| Arcadia Investment Management Corp | 16,870 | $2.87M | 0.55% | −1,276−7.0% | Reduced |
| Duncker Streett & Co Inc | 16,861 | $2.86M | 0.60% | −716−4.1% | Reduced |
| Basepoint Wealth LLC | 16,839 | $2.86M | 2.30% | +39+0.2% | Added |
| Capital Investment Counsel, LLC | 16,830 | $2.86M | 1.08% | +16,830 | New |
| Susquehanna Portfolio Strategies, LLC | 16,800 | $2.85M | 0.05% | +16,800 | New |
| Summit Trail Advisors, LLC | 16,665 | $2.85M | 0.09% | +29+0.2% | Added |
| Investment Advisory Services Inc | 16,749 | $2.84M | 1.12% | −44−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 16,703 | $2.84M | 0.16% | +181+1.1% | Added |
| Brookmont Capital Management | 16,709 | $2.84M | 1.59% | +24+0.1% | Added |
| Boyd Watterson Asset Management LLC | 16,683 | $2.83M | 1.12% | −3,052−15.5% | Reduced |
| Wealthcare Advisory Partners LLC | 16,659 | $2.83M | 0.11% | −720−4.1% | Reduced |
| Farmers National Bank | 16,643 | $2.83M | 0.91% | −1,057−6.0% | Reduced |
| Delta Financial Advisors LLC | 16,635 | $2.83M | 1.23% | −684−3.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,612 | $2.82M | 0.27% | +1,847+12.5% | Added |
| Wimmer Associates 1, LLC | 16,568 | $2.81M | 1.59% | −191−1.1% | Reduced |
| Qtron Investments LLC | 16,536 | $2.81M | 0.46% | +838+5.3% | Added |
| Vise Technologies, Inc. | 16,494 | $2.80M | 0.60% | −57−0.3% | Reduced |
| Benedict Financial Advisors Inc | 16,482 | $2.80M | 0.76% | −1,025−5.9% | Reduced |
| Athena Investment Management | 16,453 | $2.79M | 1.81% | −30.0% | Reduced |
| Keystone Financial Group | 16,434 | $2.79M | 0.49% | −312−1.9% | Reduced |
| 180 Wealth Advisors, LLC | 16,128 | $2.79M | 0.56% | +11,959+286.9% | Added |
| Signature Estate & Investment Advisors LLC | 16,405 | $2.79M | 0.08% | +799+5.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,294 | $2.77M | 0.17% | +16+0.1% | Added |
| New Potomac Partners, LLC | 16,285 | $2.77M | 1.65% | +2,720+20.1% | Added |
| Western Wealth Management, LLC | 16,280 | $2.77M | 0.20% | +472+3.0% | Added |
| V-Square Quantitative Management LLC | 16,220 | $2.75M | 0.66% | +6,020+59.0% | Added |
| Orser Capital Management, LLC | 16,163 | $2.75M | 3.15% | −1,165−6.7% | Reduced |
| Citadel Investment Advisory, Inc. | 16,121 | $2.74M | 1.68% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 16,098 | $2.73M | 1.21% | +153+1.0% | Added |
| Mattern Wealth Management LLC | 16,097 | $2.73M | 0.70% | −67−0.4% | Reduced |
| Mather Group, LLC. | 16,043 | $2.72M | 0.04% | −2,210−12.1% | Reduced |
| Aries Wealth Management | 16,024 | $2.72M | 0.97% | −59−0.4% | Reduced |
| CFM Wealth Partners LLC | 16,016 | $2.72M | 0.62% | −8,808−35.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,014 | $2.72M | 0.45% | −1,314−7.6% | Reduced |
| Worldquant Millennium Advisors LLC | 15,997 | $2.72M | 0.04% | +2,543+18.9% | Added |
| AllGen Financial Advisors, Inc. | 15,969 | $2.71M | 1.41% | +187+1.2% | Added |
| Lee Danner & Bass Inc | 15,930 | $2.71M | 0.23% | −894−5.3% | Reduced |
| Parkside Financial Bank & Trust | 15,922 | $2.70M | 0.49% | +314+2.0% | Added |
| Arete Wealth Advisors, LLC | 15,886 | $2.70M | 0.21% | +502+3.3% | Added |
| Valmark Advisers, Inc. | 15,867 | $2.69M | 0.05% | −8−0.1% | Reduced |
| First Hawaiian Bank | 15,796 | $2.68M | 0.08% | −16,676−51.4% | Reduced |
| Invesco, LLC | 15,789 | $2.68M | 1.25% | −2,122−11.8% | Reduced |
| Connable Office Inc | 15,772 | $2.68M | 0.32% | −60−0.4% | Reduced |
| Balyasny Asset Management LLC | 15,727 | $2.67M | 0.01% | −99,102−86.3% | Reduced |
| Pitcairn Co | 15,727 | $2.67M | 0.20% | −20.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 15,720 | $2.67M | 0.70% | +1,464+10.3% | Added |
| Viewpoint Capital Management LLC | 15,705 | $2.67M | 1.87% | +21+0.1% | Added |
| BSW Wealth Partners | 15,655 | $2.66M | 0.53% | +305+2.0% | Added |
| Valley National Advisers Inc | 15,633 | $2.65M | 0.42% | +338+2.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,598 | $2.65M | 0.09% | +2,098+15.5% | Added |
| Platform Technology Partners | 15,501 | $2.64M | 1.03% | +1,711+12.4% | Added |
| Princeton Global Asset Management LLC | 15,556 | $2.64M | 0.66% | −612−3.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 15,524 | $2.64M | 1.23% | +15,524 | New |
| Pensionfund Sabic | 15,500 | $2.63M | 0.83% | 00.0% | Unchanged |