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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; 3,420 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, Q1 2024

Institutional positions in PepsiCo Inc as of Mar 31, 2024. 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
3,371
+67 vs. Q4 2023
Shares held
1.01B
+3.08M (+0.3%) vs. Q4 2023
Total value
$176.3B
+$5.75B (+3.4%) vs. Q4 2023
New holders
191
1,454 more added
Sold out
124
1,371 more reduced

44 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 3,371 institutions
Q1 2021: 2,719 institutionsQ2 2021: 2,760 institutionsQ3 2021: 2,741 institutionsQ4 2021: 3,040 institutionsQ1 2022: 3,031 institutionsQ2 2022: 3,018 institutionsQ3 2022: 3,009 institutionsQ4 2022: 3,198 institutionsQ1 2023: 3,176 institutionsQ2 2023: 3,216 institutionsQ3 2023: 3,195 institutionsQ4 2023: 3,348 institutionsQ1 2024: 3,371 institutionsQ2 2024: 3,331 institutionsQ3 2024: 3,353 institutionsQ4 2024: 3,484 institutionsQ1 2025: 3,430 institutionsQ2 2025: 3,329 institutionsQ3 2025: 3,321 institutionsQ4 2025: 3,518 institutionsQ1 2026: 3,566 institutionsQ2 2026: 3,420 institutions
Value heldQ1 2024: $176.3B
Q1 2021: $139.8BQ2 2021: $146.7BQ3 2021: $149.8BQ4 2021: $174.1BQ1 2022: $166.6BQ2 2022: $165.9BQ3 2022: $162.4BQ4 2022: $181.4BQ1 2023: $183.0BQ2 2023: $185.4BQ3 2023: $170.4BQ4 2023: $170.9BQ1 2024: $176.3BQ2 2024: $167.0BQ3 2024: $172.1BQ4 2024: $156.6BQ1 2025: $154.1BQ2 2025: $135.9BQ3 2025: $142.1BQ4 2025: $153.0BQ1 2026: $163.5BQ2 2026: $146.5B
Institutions holding PEP and their total value by quarter
QuarterHoldersValue
Q2 20263,420$146.5B
Q1 20263,566$163.5B
Q4 20253,518$153.0B
Q3 20253,321$142.1B
Q2 20253,329$135.9B
Q1 20253,430$154.1B
Q4 20243,484$156.6B
Q3 20243,353$172.1B
Q2 20243,331$167.0B
Q1 20243,371$176.3B
Q4 20233,348$170.9B
Q3 20233,195$170.4B
Q2 20233,216$185.4B
Q1 20233,176$183.0B
Q4 20223,198$181.4B
Q3 20223,009$162.4B
Q2 20223,018$165.9B
Q1 20223,031$166.6B
Q4 20213,040$174.1B
Q3 20212,741$149.8B
Q2 20212,760$146.7B
Q1 20212,719$139.8B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2023.

Institutions holding PEP in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CKW Financial Group1$00.00%00.0%Unchanged
Global Assets Advisory, LLC162,082$9370.04%+162,082New
State of Wyoming7$1.23K0.00%+1+16.7%Added
ClariVest Asset Management LLC8$1.39K0.00%−28,773−100.0%Reduced
USA Financial Portformulas Corp9$1.57K0.00%−2,210−99.6%Reduced
Kessler Investment Group, LLC9$1.57K0.00%+8+800.0%Added
Psagot Value Holdings Ltd. / (Israel)13$2.00K0.02%−11,780−99.9%Reduced
Horizons Wealth Management13$2.21K0.00%00.0%Unchanged
PayPay Securities Corp22$3.85K0.19%−2−8.3%Reduced
Delos Wealth Advisors, LLC26$4.55K0.01%+24+1,200.0%Added
Robbins Farley LLC33$5.78K0.00%00.0%Unchanged
Cutler Group LP45$7.00K0.00%−3,739−98.8%Reduced
Activest Wealth Management45$7.94K0.00%+45New
TruNorth Capital Management, LLC47$8.22K0.00%+47New
Vima LLC50$9.12K0.01%00.0%Unchanged
Morgan Dempsey Capital Management LLC54$9.45K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.55$9.87K0.00%−2−3.5%Reduced
Cedar Wealth Management, LLC63$11.0K0.00%+39+162.5%Added
Highline Wealth Partners LLC74$13.0K0.01%00.0%Unchanged
POM Investment Strategies, LLC75$13.1K0.01%+75New
Frank, Rimerman Advisors LLC76$13.3K0.00%00.0%Unchanged
Fairman Group, LLC76$13.4K0.01%−247−76.5%Reduced
FSC Wealth Advisors, LLC78$13.7K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.88$15.4K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC88$15.4K0.01%+25+39.7%Added
Abich Financial Wealth Management LLC96$16.8K0.01%+29+43.3%Added
Fortis Group Advisors, LLC97$17.0K0.00%−97−50.0%Reduced
Vermillion & White Wealth Management Group, LLC100$17.5K0.01%00.0%Unchanged
Global Wealth Strategies & Associates100$17.5K0.01%00.0%Unchanged
Syntax Research, Inc.100$17.5K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC105$18.4K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC105$18.4K0.01%00.0%Unchanged
Evergreen Private Wealth LLC105$18.4K0.01%00.0%Unchanged
Spotlight Asset Group, Inc.107$18.7K0.01%−18−14.4%Reduced
Maryland Capital Advisors Inc.107$18.7K0.01%−38−26.2%Reduced
Penserra Capital Management LLC111$19.0K0.00%−6,250−98.3%Reduced
Redmont Wealth Advisors LLC109$19.1K0.03%+109New
Retirement Group, LLC113$19.8K0.01%+1+0.9%Added
Shoker Investment Counsel, Inc.21,617$20.2K0.01%−20.0%Reduced
Goodman Advisory Group, LLC120$21.0K0.01%00.0%Unchanged
Halpern Financial, Inc.127$21.5K0.01%00.0%Unchanged
Family CFO Inc125$21.9K0.01%00.0%Unchanged
PSI Advisors, LLC131$22.9K0.01%−21−13.8%Reduced
Iron Horse Wealth Management, LLC133$23.3K0.01%+105+375.0%Added
Breakwater Investment Management134$23.5K0.01%+134New
Horizon Financial Services, LLC144$25.2K0.02%+144New
Altshuler Shaham Ltd148$25.9K0.00%−4−2.6%Reduced
Trivant Custom Portfolio Group, LLC148$25.9K0.02%+30+25.4%Added
DHJJ Financial Advisors, Ltd.149$26.1K0.01%00.0%Unchanged
Red Tortoise LLC153$26.8K0.01%00.0%Unchanged
Clear Point Advisors Inc.154$26.9K0.02%00.0%Unchanged
Valued Wealth Advisors LLC158$27.8K0.02%+69+77.5%Added
Tfo-TDC, LLC161$28.2K0.01%00.0%Unchanged
Quarry LP175$30.6K0.01%+97+124.4%Added
Annapolis Financial Services, LLC187$32.7K0.01%−328−63.7%Reduced
Horizon Bancorp Inc188$33.0K0.02%00.0%Unchanged
JCIC Asset Management Inc.195$34.1K0.01%00.0%Unchanged
Kathleen S. Wright Associates Inc.200$35.0K0.02%+200New
nVerses Capital, LLC200$35.0K0.08%+200New
RE Dickinson Investment Advisors, LLC205$36.0K0.02%−5−2.4%Reduced
Dynamic Wealth Strategies, LLC203$36.0K0.03%+203New
Bromfield Sneider Wealth Advisors207$36.2K0.02%00.0%Unchanged
Naples Money Management LLC209$36.6K0.04%00.0%Unchanged
Trifecta Capital Advisors, LLC216$37.8K0.01%−179−45.3%Reduced
Kepos Capital LP217$38.0K0.01%−38−14.9%Reduced
Criterion Capital Advisors, LLC228$39.9K0.03%00.0%Unchanged
Morton Brown Family Wealth, LLC233$40.8K0.02%−40−14.7%Reduced
J.Safra Asset Management Corp235$41.1K0.00%−552−70.1%Reduced
REAP Financial Group, LLC242$42.3K0.01%−663−73.3%Reduced
Westend Capital Management, LLC243$42.5K0.02%+243New
Cedar Mountain Advisors, LLC249$43.6K0.01%00.0%Unchanged
ESL Trust Services, LLC250$43.8K0.01%+250New
Private Wealth Management Group, LLC256$44.8K0.02%00.0%Unchanged
VitalStone Financial, LLC255$45.0K0.03%00.0%Unchanged
Lowe Wealth Advisors, LLC258$45.2K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC258$45.2K0.03%00.0%Unchanged
Pacific Center for Financial Services262$45.8K0.01%+1+0.4%Added
Pacific Capital Wealth Advisors, Inc262$45.9K0.01%+18+7.4%Added
Clarity Asset Management, Inc.263$46.0K0.03%+2+0.8%Added
Christopher J. Hasenberg, Inc270$47.3K0.02%+270New
Fortitude Family Office, LLC272$47.6K0.03%−140−34.0%Reduced
Signature Resources Capital Management, LLC289$49.1K0.05%00.0%Unchanged
Frazier Financial Advisors, LLC281$49.2K0.04%+149+112.9%Added
Financial Avengers, Inc.284$49.2K0.03%+1+0.4%Added
Raffa Wealth Management, LLC293$51.3K0.02%−21−6.7%Reduced
Rocky Mountain Advisers, LLC300$52.5K0.02%00.0%Unchanged
DecisionPoint Financial, LLC300$52.7K0.02%00.0%Unchanged
Clear Investment Research, LLC308$53.9K0.07%−1−0.3%Reduced
Mendota Financial Group, LLC315$55.1K0.03%−157−33.3%Reduced
Wetzel Investment Advisors, Inc.324$55.8K0.03%00.0%Unchanged
Transcendent Capital Group LLC332$58.1K0.03%00.0%Unchanged
Bell Investment Advisors, Inc337$59.0K0.01%−387−53.5%Reduced
Dunhill Financial, LLC344$60.2K0.04%+19+5.8%Added
Accordant Advisory Group Inc347$60.7K0.05%+347New
Avion Wealth354$62.0K0.02%+113+46.9%Added
Sofos Investments, Inc.359$62.2K0.01%+218+154.6%Added
Silicon Valley Capital Partners357$62.5K0.01%+2+0.6%Added
True Wealth Design, LLC395$69.1K0.02%+167+73.2%Added
Palouse Capital Management, Inc.400$70.0K0.05%+400New
Gold Investment Management Ltd.402$70.4K0.03%+10+2.6%Added