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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 77,512 | $13.2M | 0.01% | −32,162−29.3% | Reduced |
| Great Valley Advisor Group, Inc. | 77,414 | $13.1M | 0.46% | +3,813+5.2% | Added |
| Janney Capital Management LLC | 77,088 | $13.1M | 0.88% | −3,373−4.2% | Reduced |
| FourThought Financial Partners, LLC | 76,915 | $13.1M | 1.64% | +184+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 199,313 | $13.0M | 0.48% | +199,313 | New |
| North Star Investment Management Corp. | 76,494 | $13.0M | 1.00% | +4,064+5.6% | Added |
| Bailard, Inc. | 76,345 | $13.0M | 0.38% | −392−0.5% | Reduced |
| Jones Financial Companies LLLP | 75,965 | $12.9M | 0.02% | +3,756+5.2% | Added |
| Vantage Investment Partners, LLC | 75,932 | $12.9M | 1.29% | +944+1.3% | Added |
| Jacobs & Co | 75,515 | $12.8M | 1.45% | +2,743+3.8% | Added |
| South Street Advisors LLC | 75,417 | $12.8M | 2.39% | +72,282+2,305.6% | Added |
| Integrated Wealth Concepts LLC | 74,609 | $12.7M | 0.21% | −3,602−4.6% | Reduced |
| Old National Bancorp | 74,307 | $12.6M | 0.33% | −8,115−9.8% | Reduced |
| Resources Management Corp | 74,307 | $12.6M | 1.87% | −1,125−1.5% | Reduced |
| 1st Source Bank | 74,219 | $12.6M | 0.76% | +146+0.2% | Added |
| Sky Investment Group LLC | 74,212 | $12.6M | 2.66% | +1,273+1.7% | Added |
| Atlantic Union Bankshares Corp | 74,160 | $12.6M | 1.17% | −2,330−3.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 73,568 | $12.6M | 0.97% | −3,000−3.9% | Reduced |
| National Asset Management, Inc. | 73,494 | $12.6M | 0.34% | +5,386+7.9% | Added |
| Simmons Bank | 73,882 | $12.5M | 1.02% | −6,152−7.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 73,766 | $12.5M | 0.43% | +324+0.4% | Added |
| Dillon & Associates Inc | 73,436 | $12.5M | 2.26% | −2,380−3.1% | Reduced |
| Goelzer Investment Management, Inc. | 73,448 | $12.5M | 0.80% | +2,747+3.9% | Added |
| Walleye Capital LLC | 72,774 | $12.4M | 0.17% | +732+1.0% | Added |
| Bard Financial Services, Inc. | 71,741 | $12.2M | 1.37% | +835+1.2% | Added |
| Bath Savings Trust Co | 71,688 | $12.2M | 1.36% | +1,536+2.2% | Added |
| New Mexico Educational Retirement Board | 71,685 | $12.2M | 0.47% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 71,373 | $12.1M | 2.21% | +260.0% | Added |
| WealthPlan Investment Management, LLC | 71,228 | $12.1M | 1.94% | +1,046+1.5% | Added |
| Shell Asset Management Co | 71,194 | $12.1M | 0.56% | −16,708−19.0% | Reduced |
| Advisory Services Network, LLC | 71,103 | $12.1M | 0.30% | −3,888−5.2% | Reduced |
| Dakota Wealth Management | 70,933 | $12.1M | 0.47% | −17,177−19.5% | Reduced |
| Saratoga Research & Investment Management | 70,947 | $12.0M | 0.56% | −1,984−2.7% | Reduced |
| Ingalls & Snyder LLC | 70,869 | $12.0M | 0.55% | −1,386−1.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 70,812 | $12.0M | 2.45% | −710−1.0% | Reduced |
| Generate Investment Management Ltd | 69,898 | $11.9M | 1.03% | +69,898 | New |
| Intech Investment Management LLC | 69,731 | $11.8M | 0.17% | +8,394+13.7% | Added |
| Van Cleef Asset Management,Inc | 69,510 | $11.8M | 1.66% | +4,627+7.1% | Added |
| First Long Island Investors, LLC | 69,391 | $11.8M | 1.05% | −1,389−2.0% | Reduced |
| Metis Global Partners, LLC | 69,288 | $11.8M | 0.47% | +9,409+15.7% | Added |
| Axxcess Wealth Management, LLC | 69,189 | $11.8M | 0.35% | +13,108+23.4% | Added |
| Enterprise Financial Services Corp | 69,165 | $11.7M | 7.16% | +352+0.5% | Added |
| SYSTM Wealth Solutions LLC | 68,596 | $11.7M | 1.62% | +7,346+12.0% | Added |
| Cutler Investment Counsel LLC | 68,370 | $11.7M | 1.67% | −828−1.2% | Reduced |
| Daymark Wealth Partners, LLC | 68,777 | $11.7M | 0.72% | +3,624+5.6% | Added |
| Concurrent Investment Advisors, LLC | 68,704 | $11.7M | 0.55% | +68,704 | New |
| Canandaigua National Bank & Trust Co | 68,135 | $11.6M | 1.79% | +9,369+15.9% | Added |
| Alley Investment Management Company, LLC | 67,870 | $11.5M | 1.68% | +3,851+6.0% | Added |
| Ninety One SA (PTY) Ltd | 67,294 | $11.4M | 1.74% | +12,087+21.9% | Added |
| WSFS Capital Management, LLC | 67,006 | $11.4M | 0.71% | −1,954−2.8% | Reduced |
| Hancock Whitney Corp | 66,728 | $11.3M | 0.42% | −8,466−11.3% | Reduced |
| Sandy Spring Bank | 66,385 | $11.3M | 0.56% | +9,460+16.6% | Added |
| TownSquare Capital, LLC | 65,924 | $11.2M | 0.19% | −297−0.4% | Reduced |
| Centre Asset Management, LLC | 65,544 | $11.1M | 2.69% | +50,274+329.2% | Added |
| DuPont Capital Management Corp | 65,378 | $11.1M | 0.97% | −1,701−2.5% | Reduced |
| Prudential PLC | 65,150 | $11.1M | 0.12% | +583+0.9% | Added |
| NEOS Investment Management LLC | 64,982 | $11.0M | 1.04% | +3,438+5.6% | Added |
| Lockheed Martin Investment Management Co | 64,200 | $11.0M | 0.79% | +25,690+66.7% | Added |
| Wolverine Asset Management LLC | 64,437 | $10.9M | 0.17% | +2,532+4.1% | Added |
| Wesleyan Assurance Society | 64,300 | $10.9M | 1.08% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 64,075 | $10.9M | 0.03% | +302+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 64,065 | $10.9M | 0.05% | +42,551+197.8% | Added |
| Charter Trust Co | 63,764 | $10.8M | 0.81% | +1,235+2.0% | Added |
| Venture Visionary Partners LLC | 63,523 | $10.8M | 0.57% | +1,381+2.2% | Added |
| Benin Management CORP | 63,075 | $10.7M | 3.65% | −706−1.1% | Reduced |
| Alaska Permanent Fund Corp | 63,050 | $10.7M | 0.18% | +1,030+1.7% | Added |
| Boston Private Wealth LLC | 63,022 | $10.7M | 0.26% | −7,316−10.4% | Reduced |
| Core Alternative Capital | 62,845 | $10.7M | 1.83% | −11,390−15.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 62,617 | $10.6M | 2.55% | −890−1.4% | Reduced |
| Carret Asset Management, LLC | 62,556 | $10.6M | 1.35% | +555+0.9% | Added |
| Appleton Partners Inc | 62,554 | $10.6M | 0.86% | −3,099−4.7% | Reduced |
| Abbrea Capital, LLC | 61,688 | $10.6M | 1.52% | −163−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 62,135 | $10.6M | 2.29% | +59+0.1% | Added |
| B&D White Capital Company, LLC | 62,035 | $10.5M | 3.28% | +52,635+559.9% | Added |
| Granite Investment Partners, LLC | 61,547 | $10.5M | 0.41% | 00.0% | Unchanged |
| Tompkins Financial Corp | 61,444 | $10.4M | 1.26% | +5,527+9.9% | Added |
| Culbertson A N & Co Inc | 61,428 | $10.4M | 1.94% | +222+0.4% | Added |
| First Horizon Advisors, Inc. | 61,342 | $10.4M | 0.34% | −1,828−2.9% | Reduced |
| Empowered Funds, LLC | 61,309 | $10.4M | 0.26% | +14,943+32.2% | Added |
| Verition Fund Management LLC | 61,084 | $10.4M | 0.11% | −34,605−36.2% | Reduced |
| Viking Fund Management LLC | 61,000 | $10.4M | 2.02% | 00.0% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives | 61,000 | $10.4M | 0.12% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 60,841 | $10.3M | 0.56% | +628+1.0% | Added |
| Boston Family Office LLC | 60,603 | $10.3M | 0.77% | +2,296+3.9% | Added |
| Pioneer Trust Bank N A | 60,489 | $10.3M | 3.06% | +3,545+6.2% | Added |
| Borer Denton & Associates, Inc. | 60,346 | $10.2M | 3.92% | +50.0% | Added |
| Apollon Wealth Management, LLC | 60,113 | $10.2M | 0.35% | +14,268+31.1% | Added |
| Bogart Wealth, LLC | 59,933 | $10.2M | 0.57% | −226−0.4% | Reduced |
| Community Bank, N.A. | 59,896 | $10.2M | 1.33% | −291−0.5% | Reduced |
| Farmers Trust Co | 59,863 | $10.2M | 2.12% | +126+0.2% | Added |
| Cypress Asset Management Inc | 59,721 | $10.1M | 3.05% | +557+0.9% | Added |
| Siemens Fonds Invest GmbH | 59,555 | $10.1M | 0.83% | −1,550−2.5% | Reduced |
| Norinchukin Bank, The | 59,527 | $10.1M | 0.24% | −7,158−10.7% | Reduced |
| Wilkins Investment Counsel Inc | 59,389 | $10.1M | 2.46% | +227+0.4% | Added |
| CIC Wealth, LLC | 59,184 | $10.1M | 3.19% | −1,537−2.5% | Reduced |
| Novare Capital Management LLC | 59,137 | $10.0M | 1.02% | +5,750+10.8% | Added |
| Linscomb & Williams, Inc. | 59,130 | $10.0M | 0.55% | −971−1.6% | Reduced |
| CCM Investment Advisers LLC | 59,023 | $10.0M | 1.23% | +1,433+2.5% | Added |
| New Capital Management LP | 58,296 | $9.90M | 3.13% | −335−0.6% | Reduced |
| LS Investment Advisors, LLC | 58,230 | $9.89M | 1.71% | −1,262−2.1% | Reduced |