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, 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
- 3,370
- +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
- 1,453 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 16,754 | $2.93M | 0.27% | +868+5.5% | Added |
| Syon Capital LLC | 16,794 | $2.94M | 0.28% | +1,954+13.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,800 | $2.94M | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 16,810 | $2.94M | 0.19% | +1,083+6.9% | Added |
| RFG Advisory, LLC | 16,846 | $2.95M | 0.10% | +1,758+11.7% | Added |
| Patton Albertson Miller Group, LLC | 16,872 | $2.95M | 0.44% | −270−1.6% | Reduced |
| Richard Bernstein Advisors LLC | 16,920 | $2.96M | 0.06% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 16,942 | $2.96M | 0.73% | −5,082−23.1% | Reduced |
| ARS Investment Partners, LLC | 16,986 | $2.97M | 0.30% | −210−1.2% | Reduced |
| Eagle Rock Investment Company, LLC | 16,994 | $2.97M | 0.55% | +16,994 | New |
| R.H. Dinel Investment Counsel, Inc. | 16,998 | $2.97M | 1.90% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 17,011 | $2.98M | 0.26% | −3,873−18.5% | Reduced |
| AllGen Financial Advisors, Inc. | 17,052 | $2.98M | 1.21% | +1,083+6.8% | Added |
| Keystone Financial Group | 17,057 | $2.99M | 0.43% | +623+3.8% | Added |
| Harbour Investment Management LLC | 16,970 | $2.99M | 1.40% | −550−3.1% | Reduced |
| Avidian Wealth Solutions, LLC | 17,139 | $3.00M | 0.16% | +2,136+14.2% | Added |
| Lincoln Capital LLC | 17,145 | $3.00M | 0.67% | +32+0.2% | Added |
| Empire Financial Management Company, LLC | 17,171 | $3.01M | 0.99% | +1,712+11.1% | Added |
| Alta Capital Management LLC | 17,227 | $3.01M | 0.19% | +2,475+16.8% | Added |
| Strategic Financial Services, Inc, | 17,231 | $3.02M | 0.19% | −622−3.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 17,239 | $3.02M | 0.09% | +834+5.1% | Added |
| White Pine Capital LLC | 17,173 | $3.02M | 1.15% | +213+1.3% | Added |
| Armstrong Henry H Associates Inc | 17,319 | $3.03M | 0.29% | +177+1.0% | Added |
| Basepoint Wealth LLC | 17,320 | $3.03M | 2.28% | +481+2.9% | Added |
| BOK Financial Private Wealth, Inc. | 17,224 | $3.04M | 0.23% | −1,755−9.2% | Reduced |
| Moseley Investment Management Inc | 17,376 | $3.04M | 1.51% | +498+3.0% | Added |
| Rockline Wealth Management, LLC | 17,385 | $3.04M | 1.06% | +246+1.4% | Added |
| L.M. Kohn & Company | 17,387 | $3.04M | 0.86% | +396+2.3% | Added |
| GSB Wealth Management, LLC | 17,441 | $3.05M | 0.86% | +50.0% | Added |
| LGT Fund Management Co Ltd. | 17,465 | $3.06M | 1.28% | −2,685−13.3% | Reduced |
| Ritholtz Wealth Management | 17,516 | $3.07M | 0.11% | −2,555−12.7% | Reduced |
| Notis-McConarty Edward | 17,557 | $3.07M | 1.21% | −4,365−19.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 17,587 | $3.08M | 1.20% | −140−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,598 | $3.08M | 0.10% | +2,000+12.8% | Added |
| Alpha Omega Wealth Management LLC | 17,671 | $3.09M | 0.57% | −537−2.9% | Reduced |
| Cozad Asset Management Inc | 17,706 | $3.10M | 0.32% | +183+1.0% | Added |
| Ransom Advisory, Ltd | 17,762 | $3.11M | 1.66% | +17,762 | New |
| Vickerman Investment Advisors, Inc. | 17,764 | $3.11M | 1.00% | +179+1.0% | Added |
| Mitchell Capital Management Co | 17,773 | $3.11M | 0.60% | +526+3.0% | Added |
| Newman Dignan & Sheerar, Inc. | 17,782 | $3.11M | 0.83% | −315−1.7% | Reduced |
| Grandfield & Dodd, LLC | 17,821 | $3.12M | 0.20% | −107−0.6% | Reduced |
| Howard Financial Services, Ltd. | 17,845 | $3.12M | 0.54% | −20−0.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 17,854 | $3.13M | 0.54% | −2,125−10.6% | Reduced |
| Bank of Hawaii | 17,861 | $3.13M | 0.15% | −123−0.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 17,873 | $3.13M | 0.24% | +1,261+7.6% | Added |
| Quadrant Capital Group LLC | 17,877 | $3.13M | 0.25% | −1,254−6.6% | Reduced |
| First Western Trust Bank | 17,880 | $3.13M | 0.14% | −127−0.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 17,888 | $3.13M | 1.03% | +731+4.3% | Added |
| McDonald Partners LLC | 17,908 | $3.13M | 0.86% | −769−4.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,951 | $3.14M | 0.73% | +2,231+14.2% | Added |
| International Assets Investment Management, LLC | 18,223 | $3.15M | 0.33% | +217+1.2% | Added |
| Smith, Moore & Co. | 18,049 | $3.16M | 0.34% | +107+0.6% | Added |
| Concord Wealth Partners | 18,101 | $3.17M | 0.57% | +2,832+18.5% | Added |
| Thomasville National Bank | 18,144 | $3.18M | 0.26% | −22−0.1% | Reduced |
| Northstar Asset Management LLC | 18,148 | $3.18M | 0.78% | +40+0.2% | Added |
| Occidental Asset Management, LLC | 18,163 | $3.18M | 0.59% | +16,766+1,200.1% | Added |
| Virginia Wealth Management Group, Inc. | 18,188 | $3.18M | 2.60% | +890+5.1% | Added |
| Cape Ann Savings Bank | 18,201 | $3.19M | 2.00% | +107+0.6% | Added |
| Riverbridge Partners LLC | 18,237 | $3.19M | 0.04% | −1,386−7.1% | Reduced |
| CenterBook Partners LP | 18,279 | $3.20M | 0.22% | +7,508+69.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 18,917 | $3.21M | 1.23% | −2,890−13.3% | Reduced |
| Estabrook Capital Management | 18,520 | $3.24M | 0.50% | −201−1.1% | Reduced |
| Moody National Bank Trust Division | 18,542 | $3.25M | 0.26% | +73+0.4% | Added |
| Qtron Investments LLC | 18,566 | $3.25M | 0.46% | +2,030+12.3% | Added |
| Sentinel Trust Co Lba | 18,608 | $3.26M | 0.42% | +1,000+5.7% | Added |
| Enterprise Bank & Trust Co | 18,615 | $3.26M | 1.12% | −783−4.0% | Reduced |
| Moloney Securities Asset Management, LLC | 18,684 | $3.27M | 0.49% | +260+1.4% | Added |
| TFG Advisers LLC | 18,721 | $3.28M | 1.28% | −154−0.8% | Reduced |
| Marino, Stram & Associates LLC | 18,734 | $3.28M | 0.78% | +116+0.6% | Added |
| Summit Trail Advisors, LLC | 18,617 | $3.28M | 0.09% | +1,952+11.7% | Added |
| Cutter & CO Brokerage, Inc. | 18,758 | $3.28M | 0.81% | −476−2.5% | Reduced |
| Morton Community Bank | 18,781 | $3.29M | 0.95% | +910+5.1% | Added |
| Sapient Capital LLC | 18,701 | $3.30M | 0.07% | −918−4.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,851 | $3.30M | 0.42% | 00.0% | Unchanged |
| James Investment Research Inc | 18,885 | $3.31M | 0.39% | −686−3.5% | Reduced |
| Radnor Capital Management, LLC | 18,961 | $3.32M | 0.57% | +100+0.5% | Added |
| Financial Advisory Service, Inc. | 18,968 | $3.32M | 0.29% | +658+3.6% | Added |
| Somerset Trust Co | 18,969 | $3.32M | 1.35% | +656+3.6% | Added |
| Garrett Investment Advisors LLC | 18,969 | $3.32M | 0.42% | +1,285+7.3% | Added |
| Harbor Capital Advisors, Inc. | 18,992 | $3.32M | 0.43% | +18,992 | New |
| Zhang Financial LLC | 18,999 | $3.32M | 0.25% | +195+1.0% | Added |
| Keene & Associates, Inc. | 19,028 | $3.33M | 2.49% | +45+0.2% | Added |
| All Terrain Financial Advisors, LLC | 19,057 | $3.34M | 1.44% | +16+0.1% | Added |
| E Fund Management Co., Ltd. | 19,089 | $3.34M | 0.21% | +4,723+32.9% | Added |
| Wambolt & Associates, LLC | 19,363 | $3.35M | 1.00% | +2,130+12.4% | Added |
| Financial Advisory Partners, LLC | 19,161 | $3.35M | 1.30% | −2,564−11.8% | Reduced |
| Nvest Financial, LLC | 19,243 | $3.37M | 2.24% | +1,378+7.7% | Added |
| Wealth Alliance | 19,245 | $3.37M | 0.44% | +566+3.0% | Added |
| Geller Advisors LLC | 19,119 | $3.37M | 0.27% | −3,439−15.2% | Reduced |
| Quilter Plc | 19,261 | $3.37M | 0.08% | −8,775−31.3% | Reduced |
| Hengehold Capital Management LLC | 19,294 | $3.38M | 0.36% | −70.0% | Reduced |
| Pensionmark Financial Group, LLC | 12,331 | $3.38M | 0.48% | −7,887−39.0% | Reduced |
| Connecticut Wealth Management, LLC | 19,391 | $3.39M | 0.18% | +176+0.9% | Added |
| Trust Point Inc. | 19,416 | $3.40M | 0.27% | −3,636−15.8% | Reduced |
| Waldron Private Wealth LLC | 19,279 | $3.40M | 0.15% | −551−2.8% | Reduced |
| Gunn & Co Investment Management, Inc. | 19,425 | $3.40M | 2.56% | −213,648−91.7% | Reduced |
| Formidable Asset Management, LLC | 19,433 | $3.40M | 0.55% | +7,588+64.1% | Added |
| HBW Advisory Services LLC | 20,028 | $3.40M | 0.64% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 19,381 | $3.42M | 0.20% | +177+0.9% | Added |
| Patten Group, Inc. | 19,569 | $3.42M | 0.84% | −118−0.6% | Reduced |