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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 58,172 | $9.88M | 1.69% | +351+0.6% | Added |
| Venturi Wealth Management, LLC | 58,107 | $9.87M | 0.70% | −2,118−3.5% | Reduced |
| Hilton Capital Management, LLC | 58,086 | $9.87M | 1.06% | −200.0% | Reduced |
| Tritonpoint Wealth, LLC | 57,623 | $9.86M | 0.96% | +57,623 | New |
| Schmidt P J Investment Management Inc | 58,310 | $9.79M | 1.94% | −588−1.0% | Reduced |
| M. Kraus & Co | 57,419 | $9.75M | 3.18% | +359+0.6% | Added |
| Equitable Holdings, Inc. | 57,282 | $9.73M | 0.12% | +9,748+20.5% | Added |
| Community Trust & Investment Co | 57,277 | $9.73M | 0.75% | +238+0.4% | Added |
| Toroso Investments, LLC | 56,953 | $9.67M | 0.23% | +5,256+10.2% | Added |
| WealthPLAN Partners, LLC | 56,806 | $9.65M | 0.99% | −493−0.9% | Reduced |
| GFS Advisors, LLC | 56,455 | $9.59M | 1.40% | +655+1.2% | Added |
| McCollum Christoferson Group LLC | 56,444 | $9.59M | 2.90% | −592−1.0% | Reduced |
| Patten & Patten Inc | 56,400 | $9.58M | 0.79% | +525+0.9% | Added |
| Matthew Goff Investment Advisor, LLC | 56,270 | $9.55M | 2.12% | −102−0.2% | Reduced |
| Diversified Trust Co | 56,187 | $9.54M | 0.32% | −1,285−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 56,023 | $9.51M | 0.45% | −77−0.1% | Reduced |
| LaFleur & Godfrey LLC | 56,017 | $9.51M | 1.42% | +2,157+4.0% | Added |
| Toth Financial Advisory Corp | 55,970 | $9.51M | 1.29% | +2,634+4.9% | Added |
| Metropolitan Life Insurance Co | 55,963 | $9.50M | 0.45% | −993−1.7% | Reduced |
| Executive Wealth Management, LLC | 55,676 | $9.46M | 0.89% | −469−0.8% | Reduced |
| Osborne Partners Capital Management, LLC | 55,636 | $9.45M | 0.62% | +1,480+2.7% | Added |
| Valeo Financial Advisors, LLC | 82,835 | $9.42M | 0.38% | +103+0.1% | Added |
| Meridian Wealth Management, LLC | 55,258 | $9.39M | 0.60% | −26,506−32.4% | Reduced |
| Smithfield Trust Co | 55,225 | $9.38M | 0.53% | −1,962−3.4% | Reduced |
| Americana Partners, LLC | 55,184 | $9.36M | 0.89% | +3,134+6.0% | Added |
| Savoir Faire Capital Management, L.P. | 55,007 | $9.34M | 4.06% | +17,872+48.1% | Added |
| Park Avenue Securities LLC | 54,913 | $9.33M | 0.13% | −2,031−3.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 54,825 | $9.31M | 0.62% | +83+0.2% | Added |
| First Citizens Bank & Trust Co | 54,714 | $9.29M | 0.17% | −4,142−7.0% | Reduced |
| Neville Rodie & Shaw Inc | 54,540 | $9.26M | 0.76% | −2,640−4.6% | Reduced |
| FineMark National Bank & Trust | 54,280 | $9.22M | 0.38% | +342+0.6% | Added |
| Oppenheimer Asset Management Inc. | 53,908 | $9.16M | 0.13% | −27,723−34.0% | Reduced |
| E. Ohman J:or Asset Management AB | 53,900 | $9.15M | 0.34% | −9,400−14.8% | Reduced |
| Bragg Financial Advisors, Inc | 53,786 | $9.13M | 0.43% | +957+1.8% | Added |
| Trust Co of Toledo NA | 53,730 | $9.13M | 1.57% | +1,792+3.5% | Added |
| Old Point Trust & Financial Services N A | 53,516 | $9.09M | 3.67% | −1,611−2.9% | Reduced |
| Narwhal Capital Management | 53,422 | $9.07M | 0.99% | +9,290+21.1% | Added |
| Jacobi Capital Management LLC | 53,349 | $9.06M | 0.93% | +36,176+210.7% | Added |
| Camden National Bank | 53,221 | $9.04M | 1.68% | −91−0.2% | Reduced |
| Spire Wealth Management | 54,461 | $9.03M | 0.31% | +4,022+8.0% | Added |
| Stockman Wealth Management, Inc. | 53,148 | $9.03M | 1.80% | +44,347+503.9% | Added |
| Dorchester Wealth Management Co | 52,830 | $8.97M | 1.66% | +18,069+52.0% | Added |
| Courier Capital LLC | 52,750 | $8.96M | 0.68% | −2,081−3.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 52,415 | $8.90M | 0.57% | −23,052−30.5% | Reduced |
| Omers Administration Corp | 52,400 | $8.90M | 0.11% | +52,400 | New |
| Parsons Capital Management Inc | 52,326 | $8.89M | 0.63% | −45−0.1% | Reduced |
| First Nebraska Trust Co | 52,267 | $8.88M | 1.03% | −1,129−2.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 52,017 | $8.84M | 0.14% | +44,286+572.8% | Added |
| Kinneret Advisory, LLC | 51,470 | $8.81M | 0.97% | −327−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 51,747 | $8.79M | 0.17% | +1,197+2.4% | Added |
| Foster Victor Wealth Advisors, LLC | 51,924 | $8.78M | 0.90% | +2,615+5.3% | Added |
| Edmond de Rothschild Holding S.A. | 51,624 | $8.77M | 0.16% | +38,557+295.1% | Added |
| Cape Cod Five Cents Savings Bank | 51,552 | $8.76M | 0.89% | −51,916−50.2% | Reduced |
| Coldstream Capital Management Inc | 51,335 | $8.72M | 0.24% | +171+0.3% | Added |
| Greenwood Capital Associates LLC | 51,240 | $8.70M | 1.13% | +2,857+5.9% | Added |
| Credit Agricole S A | 51,186 | $8.69M | 0.18% | +28,742+128.1% | Added |
| Hendley & Co Inc | 51,069 | $8.67M | 3.38% | −285−0.6% | Reduced |
| Shelter Mutual Insurance Co | 51,020 | $8.67M | 2.39% | −11,950−19.0% | Reduced |
| Private Capital Management LLC | 50,626 | $8.60M | 2.08% | −32−0.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 50,608 | $8.60M | 1.86% | −491−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 50,569 | $8.59M | 1.01% | +3,368+7.1% | Added |
| Talbot Financial, LLC | 50,537 | $8.58M | 1.29% | +2,748+5.8% | Added |
| Mengis Capital Management, Inc. | 50,533 | $8.58M | 1.61% | +1,240+2.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 50,333 | $8.55M | 5.15% | +164+0.3% | Added |
| Fiduciary Alliance LLC | 50,266 | $8.54M | 1.68% | +1,570+3.2% | Added |
| South State Corp. | 50,107 | $8.51M | 0.73% | −1,442−2.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 49,997 | $8.49M | 0.19% | +1,390+2.9% | Added |
| Allied Investment Advisors, LLC | 49,990 | $8.49M | 2.31% | +1,509+3.1% | Added |
| Resources Investment Advisors, LLC. | 49,955 | $8.48M | 0.15% | +6,284+14.4% | Added |
| Douglass Winthrop Advisors, LLC | 49,855 | $8.47M | 0.19% | −748−1.5% | Reduced |
| Wetherby Asset Management Inc | 49,748 | $8.45M | 0.44% | −2,126−4.1% | Reduced |
| Renaissance Investment Group LLC | 49,676 | $8.44M | 2.10% | +713+1.5% | Added |
| Hantz Financial Services, Inc. | 49,608 | $8.43M | 0.18% | −14,709−22.9% | Reduced |
| Granite Bay Wealth Management, LLC | 50,816 | $8.42M | 0.08% | −4,750−8.5% | Reduced |
| Hunter Associates Investment Management LLC | 49,402 | $8.39M | 1.54% | +312+0.6% | Added |
| JB Capital LLC | 49,319 | $8.38M | 0.62% | +3,207+7.0% | Added |
| Ci Investments Inc. | 49,222 | $8.36M | 0.04% | +13,856+39.2% | Added |
| Webster Bank, N. A. | 49,201 | $8.36M | 1.02% | +1,287+2.7% | Added |
| Chemung Canal Trust Co | 49,006 | $8.32M | 1.72% | +20.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 48,981 | $8.32M | 0.58% | +1,067+2.2% | Added |
| Fulcrum Capital LLC | 48,931 | $8.31M | 2.15% | +4,426+9.9% | Added |
| Grand Jean Capital Management Inc | 48,858 | $8.30M | 2.48% | −3,928−7.4% | Reduced |
| Alberta Investment Management Corp | 48,525 | $8.24M | 0.08% | +8,525+21.3% | Added |
| Vinva Investment Management Ltd | 48,576 | $8.23M | 0.57% | +7,839+19.2% | Added |
| McKinley Capital Management LLC /Delaware | 48,364 | $8.21M | 1.06% | −6,382−11.7% | Reduced |
| Wills Financial Group, Inc. | 48,231 | $8.19M | 4.14% | −300−0.6% | Reduced |
| RMB Capital Management, LLC | 48,146 | $8.18M | 0.25% | +7,726+19.1% | Added |
| Empirical Finance, LLC | 48,113 | $8.17M | 0.57% | +301+0.6% | Added |
| Smith Group Asset Management, LLC | 48,036 | $8.16M | 0.47% | +48,036 | New |
| HighPoint Advisor Group LLC | 47,264 | $8.16M | 0.59% | +47,264 | New |
| Letson Investment Management, Inc. | 47,872 | $8.13M | 3.78% | +47,872 | New |
| Adams Diversified Equity Fund, Inc. | 47,800 | $8.12M | 0.32% | −31,000−39.3% | Reduced |
| Hutner Capital Management Inc | 47,645 | $8.09M | 4.77% | −209−0.4% | Reduced |
| Headinvest, LLC | 47,539 | $8.07M | 1.68% | −745−1.5% | Reduced |
| GYL Financial Synergies, LLC | 47,002 | $7.98M | 0.66% | −783−1.6% | Reduced |
| Intact Investment Management Inc. | 46,900 | $7.97M | 0.32% | +7,500+19.0% | Added |
| Trexquant Investment LP | 46,825 | $7.95M | 0.18% | +46,825 | New |
| Mayflower Financial Advisors, LLC | 46,662 | $7.93M | 1.09% | +492+1.1% | Added |
| Lincoln National Corp | 46,655 | $7.92M | 0.14% | +14,946+47.1% | Added |
| Whalerock Point Partners, LLC | 46,376 | $7.88M | 2.44% | −505−1.1% | Reduced |