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
- 3,348
- +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
- 1,342 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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 238,964 | $40.6M | 0.52% | +1,400+0.6% | Added |
| Bokf, NA | 238,806 | $40.6M | 0.79% | −6,507−2.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 233,073 | $39.6M | 2.61% | +2,826+1.2% | Added |
| Gunn & Co Investment Management, Inc. | 233,073 | $39.6M | 2.61% | +214,122+1,129.9% | Added |
| Umb Bank N A | 232,378 | $39.5M | 0.58% | −7,493−3.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 230,000 | $39.1M | 1.61% | +230,000 | New |
| Roffman Miller Associates Inc | 229,688 | $39.0M | 2.79% | +652+0.3% | Added |
| Sabal Trust CO | 228,223 | $38.8M | 2.38% | −3,888−1.7% | Reduced |
| Heritage Wealth Advisors | 225,892 | $38.4M | 1.91% | +1,338+0.6% | Added |
| Regions Financial Corp | 225,123 | $38.2M | 0.31% | −12,651−5.3% | Reduced |
| Cetera Advisor Networks LLC | 224,174 | $38.1M | 0.21% | −239−0.1% | Reduced |
| Mercer Global Advisors Inc | 223,397 | $37.9M | 0.11% | −4,266−1.9% | Reduced |
| Busey Wealth Management | 223,044 | $37.9M | 1.46% | −2,792−1.2% | Reduced |
| ExodusPoint Capital Management, LP | 222,244 | $37.7M | 0.47% | +187,814+545.5% | Added |
| Lazard Freres Gestion S.A.S. | 233,419 | $37.5M | 1.08% | +21,166+10.0% | Added |
| Allspring Global Investments Holdings, LLC | 220,490 | $37.4M | 0.06% | +49,166+28.7% | Added |
| RWC Asset Management LLP | 217,565 | $37.0M | 2.23% | −12,481−5.4% | Reduced |
| Adviser Investments LLC | 217,482 | $36.9M | 0.53% | +124,247+133.3% | Added |
| Tower Research Capital LLC (TRC) | 216,291 | $36.7M | 0.45% | +111,675+106.7% | Added |
| New York Life Investment Management LLC | 215,114 | $36.5M | 0.37% | −11,849−5.2% | Reduced |
| Daiwa Securities Group Inc. | 213,807 | $36.3M | 0.23% | +15,148+7.6% | Added |
| Massmutual Trust Co FSB | 212,884 | $36.2M | 1.21% | −40.0% | Reduced |
| Rockland Trust Co | 212,227 | $36.0M | 1.97% | +7,843+3.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 209,101 | $35.5M | 1.31% | +209,101 | New |
| Yousif Capital Management, LLC | 207,190 | $35.2M | 0.41% | −5,414−2.5% | Reduced |
| Central Trust Co | 207,078 | $35.2M | 0.93% | −2,248−1.1% | Reduced |
| Journey Strategic Wealth LLC | 206,991 | $35.2M | 1.65% | +1,328+0.6% | Added |
| Waters Parkerson & Co., LLC | 206,806 | $35.1M | 1.95% | −1,362−0.7% | Reduced |
| Tyche Wealth Partners LLC | 206,506 | $35.1M | 8.45% | +206,506 | New |
| ABN AMRO Bank N.V. | 203,351 | $34.7M | 0.57% | +12,826+6.7% | Added |
| Public Employees Retirement Association of Colorado | 203,503 | $34.6M | 0.16% | −5,615−2.7% | Reduced |
| Conning Inc. | 202,339 | $34.3M | 1.19% | −4,926−2.4% | Reduced |
| CIBC World Markets Inc. | 201,560 | $34.2M | 0.10% | +5,303+2.7% | Added |
| Davenport & Co LLC | 198,653 | $33.7M | 0.23% | +11,664+6.2% | Added |
| Squarepoint Ops LLC | 197,553 | $33.6M | 0.14% | +61,946+45.7% | Added |
| TCTC Holdings, LLC | 197,428 | $33.5M | 1.22% | −2,564−1.3% | Reduced |
| QRG Capital Management, Inc. | 195,140 | $33.1M | 0.49% | −10,064−4.9% | Reduced |
| Hyman Charles D | 193,523 | $32.9M | 1.97% | −2,990−1.5% | Reduced |
| Systematic Alpha Investments, LLC | 193,425 | $32.9M | 1.47% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 192,400 | $32.7M | 0.68% | −1,800−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 189,750 | $32.2M | 1.45% | −39,471−17.2% | Reduced |
| Erste Asset Management GmbH | 189,938 | $32.2M | 0.47% | −2,639−1.4% | Reduced |
| Tiaa Trust, National Association | 189,095 | $32.1M | 0.11% | −12,276−6.1% | Reduced |
| Private Advisor Group, LLC | 188,351 | $32.0M | 0.25% | +7,433+4.1% | Added |
| Clark Capital Management Group, Inc. | 187,282 | $31.8M | 0.26% | +179,254+2,232.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 186,664 | $31.7M | 0.41% | −338−0.2% | Reduced |
| WestEnd Advisors, LLC | 186,595 | $31.7M | 0.87% | −5,682−3.0% | Reduced |
| Fidelity National Financial, Inc. | 186,516 | $31.7M | 0.57% | 00.0% | Unchanged |
| Vestcor Inc | 186,488 | $31.7M | 1.07% | +15,178+8.9% | Added |
| Nissay Asset Management Corp | 186,234 | $31.6M | 0.25% | +2,712+1.5% | Added |
| Putnam Investments LLC | 184,770 | $31.4M | 0.04% | −2,202−1.2% | Reduced |
| Brown Brothers Harriman & Co | 183,915 | $31.2M | 0.26% | +29,733+19.3% | Added |
| Mutual of America Capital Management LLC | 183,810 | $31.2M | 0.36% | −8,655−4.5% | Reduced |
| Pacer Advisors, Inc. | 177,820 | $30.2M | 0.09% | +29,301+19.7% | Added |
| Clarkston Capital Partners, LLC | 177,545 | $30.2M | 0.56% | +393+0.2% | Added |
| Shelton Capital Management | 173,971 | $29.5M | 0.94% | +12,297+7.6% | Added |
| TD Waterhouse Canada Inc. | 154,457 | $29.5M | 0.27% | +18,536+13.6% | Added |
| Country Trust Bank | 172,859 | $29.4M | 0.82% | −12,958−7.0% | Reduced |
| Donaldson Capital Management, LLC | 172,493 | $29.3M | 1.31% | −6,047−3.4% | Reduced |
| MUFG Securities EMEA plc | 171,696 | $29.2M | 2.42% | +171,696 | New |
| Prio Wealth Limited Partnership | 171,542 | $29.1M | 1.00% | −17,467−9.2% | Reduced |
| Modera Wealth Management, LLC | 171,508 | $29.1M | 0.48% | −3,182−1.8% | Reduced |
| Rafferty Asset Management, LLC | 171,462 | $29.1M | 0.12% | +22,036+14.7% | Added |
| McDaniel Terry & Co | 170,039 | $28.9M | 2.76% | −2,606−1.5% | Reduced |
| Madison Asset Management, LLC | 169,671 | $28.8M | 0.39% | +14,468+9.3% | Added |
| Credential Qtrade Securities Inc. | 168,725 | $28.7M | 1.71% | +3,697+2.2% | Added |
| Farmers & Merchants Investments Inc | 168,699 | $28.7M | 1.05% | +430.0% | Added |
| D. E. Shaw & Co., Inc. | 168,055 | $28.5M | 0.04% | −307,556−64.7% | Reduced |
| Lido Advisors, LLC | 166,682 | $28.5M | 0.28% | +8,020+5.1% | Added |
| Prime Capital Investment Advisors, LLC | 167,242 | $28.4M | 0.43% | +17,093+11.4% | Added |
| Baldwin Brothers Inc | 165,932 | $28.2M | 2.21% | +2,075+1.3% | Added |
| CBOE Vest Financial, LLC | 165,707 | $28.1M | 1.05% | +46,932+39.5% | Added |
| Stephens Inc | 165,281 | $28.1M | 0.48% | +8,097+5.2% | Added |
| Berkshire Asset Management LLC | 163,247 | $27.7M | 1.58% | +2,898+1.8% | Added |
| Associated Banc-Corp | 163,134 | $27.7M | 0.96% | +4,609+2.9% | Added |
| Kestra Advisory Services, LLC | 162,869 | $27.7M | 0.23% | +17,066+11.7% | Added |
| CWM, LLC | 161,466 | $27.4M | 0.15% | +32,644+25.3% | Added |
| Unigestion Holding SA | 161,310 | $27.4M | 1.51% | +48,469+43.0% | Added |
| iA Global Asset Management Inc. | 161,203 | $27.4M | 0.63% | +27,372+20.5% | Added |
| General American Investors Co Inc | 160,000 | $27.2M | 2.25% | +20,000+14.3% | Added |
| Villere St Denis J & Co LLC | 159,982 | $27.2M | 2.24% | −6,815−4.1% | Reduced |
| British Columbia Investment Management Corp | 158,262 | $26.9M | 0.22% | +32,995+26.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 157,947 | $26.8M | 1.21% | +4,622+3.0% | Added |
| Atria Wealth Solutions, Inc. | 156,056 | $26.7M | 0.34% | +16,156+11.5% | Added |
| Oppenheimer & Co Inc | 155,547 | $26.4M | 0.49% | +7,782+5.3% | Added |
| Advisors Asset Management, Inc. | 155,264 | $26.4M | 0.54% | −2,575−1.6% | Reduced |
| Cornerstone Capital, Inc. | 154,250 | $26.2M | 2.87% | −6,054−3.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 153,271 | $26.0M | 0.89% | +22,208+16.9% | Added |
| Park National Corp | 152,884 | $26.0M | 1.06% | −1,243−0.8% | Reduced |
| Absher Wealth Management, LLC | 152,587 | $25.9M | 3.90% | +29,908+24.4% | Added |
| Empire Life Investments Inc. | 152,513 | $25.9M | 1.67% | +220+0.1% | Added |
| Oregon Public Employees Retirement Fund | 152,398 | $25.9M | 0.46% | −97,935−39.1% | Reduced |
| First National Bank of Omaha | 150,865 | $25.6M | 1.62% | −1,397−0.9% | Reduced |
| Factory Mutual Insurance Co | 150,800 | $25.6M | 0.32% | 00.0% | Unchanged |
| NS Partners Ltd | 149,812 | $25.4M | 1.24% | +8,996+6.4% | Added |
| Argent Capital Management LLC | 148,850 | $25.3M | 0.83% | −2,173−1.4% | Reduced |
| Achmea Investment Management B.V. | 148,508 | $25.2M | 0.52% | −28,042−15.9% | Reduced |
| Illinois Municipal Retirement Fund | 147,790 | $25.1M | 0.42% | −46,309−23.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 147,789 | $25.1M | 0.34% | −7,543−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 146,890 | $24.9M | 0.31% | +64,156+77.5% | Added |