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 |
|---|---|---|---|---|---|
| HTLF Bank | 19,575 | $3.43M | 0.39% | −278−1.4% | Reduced |
| Romano Brothers and Company | 19,585 | $3.43M | 0.47% | +1,294+7.1% | Added |
| Stonegate Investment Group, LLC | 19,602 | $3.43M | 0.11% | +1,976+11.2% | Added |
| Aspiriant, LLC | 19,604 | $3.43M | 0.14% | −189−1.0% | Reduced |
| Puzo Michael J | 19,639 | $3.44M | 0.95% | +1,749+9.8% | Added |
| Hilltop National Bank | 19,661 | $3.44M | 1.17% | +19,661 | New |
| Griffin Asset Management, Inc. | 19,670 | $3.44M | 0.41% | +630+3.3% | Added |
| Beach Investment Counsel Inc | 20,296 | $3.45M | 0.43% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 19,732 | $3.45M | 0.07% | −24,920−55.8% | Reduced |
| Northstar Group, Inc. | 19,733 | $3.45M | 0.68% | −59−0.3% | Reduced |
| Baxter Bros Inc | 19,873 | $3.48M | 0.45% | −458−2.3% | Reduced |
| Essex Savings Bank | 20,479 | $3.48M | 1.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 19,877 | $3.48M | 0.74% | −1,359−6.4% | Reduced |
| Fulton Bank, N.A. | 19,882 | $3.48M | 0.14% | +90+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,927 | $3.49M | 0.16% | +3,633+22.3% | Added |
| Independent Investors Inc | 19,963 | $3.49M | 0.84% | 00.0% | Unchanged |
| Gs Investments, Inc. | 19,971 | $3.50M | 1.69% | −15−0.1% | Reduced |
| Triangle Securities Wealth Management | 19,975 | $3.50M | 1.00% | +561+2.9% | Added |
| Farther Finance Advisors, LLC | 20,251 | $3.50M | 0.21% | +11,647+135.4% | Added |
| Guardian Capital LP | 20,086 | $3.52M | 0.12% | +800+4.1% | Added |
| Texas Yale Capital Corp. | 20,111 | $3.52M | 0.16% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 20,119 | $3.52M | 2.14% | +487+2.5% | Added |
| Campbell & CO Investment Adviser LLC | 20,136 | $3.52M | 0.30% | +20,136 | New |
| Aull & Monroe Investment Management Corp | 20,149 | $3.53M | 1.61% | −140−0.7% | Reduced |
| Cadent Capital Advisors, LLC | 20,160 | $3.53M | 1.41% | +97+0.5% | Added |
| Resonant Capital Advisors, LLC | 20,075 | $3.53M | 0.30% | +510+2.6% | Added |
| Bull Street Advisors, LLC | 20,216 | $3.54M | 1.69% | +136+0.7% | Added |
| Crescent Sterling, Ltd. | 20,223 | $3.54M | 3.23% | +45+0.2% | Added |
| Oak Asset Management, LLC | 20,251 | $3.54M | 1.33% | +152+0.8% | Added |
| Kinloch Capital, LLC | 20,332 | $3.56M | 1.83% | +1,402+7.4% | Added |
| Watchman Group, Inc. | 20,349 | $3.56M | 1.08% | −18−0.1% | Reduced |
| ICW Investment Advisors LLC | 20,482 | $3.58M | 1.59% | +424+2.1% | Added |
| TCG Advisory Services, LLC | 20,526 | $3.59M | 0.20% | +2,527+14.0% | Added |
| Field & Main Bank | 20,573 | $3.60M | 1.40% | −73−0.4% | Reduced |
| Smith Shellnut Wilson LLC | 20,581 | $3.60M | 1.91% | +17+0.1% | Added |
| Integrated Advisors Network LLC | 20,590 | $3.60M | 0.18% | −1,561−7.0% | Reduced |
| Ledyard National Bank | 20,598 | $3.60M | 0.35% | −926−4.3% | Reduced |
| LVW Advisors, LLC | 20,617 | $3.61M | 0.61% | −2,582−11.1% | Reduced |
| Peoples Bank | 20,642 | $3.61M | 2.82% | −322−1.5% | Reduced |
| Csenge Advisory Group | 20,784 | $3.64M | 0.20% | +582+2.9% | Added |
| Wintrust Investments LLC | 20,789 | $3.64M | 0.32% | +1,177+6.0% | Added |
| Eagle Capital Management, LLC | 20,798 | $3.64M | 1.64% | −367−1.7% | Reduced |
| Vise Technologies, Inc. | 20,946 | $3.67M | 0.72% | +4,452+27.0% | Added |
| Wealthcare Advisory Partners LLC | 20,963 | $3.67M | 0.12% | +4,304+25.8% | Added |
| Arrow Financial Corp | 20,972 | $3.67M | 0.36% | −247−1.2% | Reduced |
| Sendero Wealth Management, LLC | 20,974 | $3.67M | 0.63% | +294+1.4% | Added |
| Meeder Advisory Services, Inc. | 20,991 | $3.67M | 0.37% | −1,049−4.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,017 | $3.68M | 0.31% | +1,700+8.8% | Added |
| Heritage Trust Co | 21,128 | $3.70M | 0.50% | −221−1.0% | Reduced |
| Sumitomo Life Insurance Co | 21,138 | $3.70M | 0.10% | +928+4.6% | Added |
| Garrison Asset Management, LLC | 21,149 | $3.70M | 1.94% | −345−1.6% | Reduced |
| Claro Advisors LLC | 21,156 | $3.70M | 0.64% | +1,303+6.6% | Added |
| Physicians Financial Services, Inc. | 21,178 | $3.71M | 1.30% | +250+1.2% | Added |
| FDx Advisors, Inc. | 21,234 | $3.72M | 0.56% | −5,215−19.7% | Reduced |
| Fairhaven Wealth Management, LLC | 21,314 | $3.73M | 1.28% | −495−2.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 21,330 | $3.73M | 0.60% | +164+0.8% | Added |
| Delta Capital Management LLC | 21,450 | $3.75M | 2.49% | +40+0.2% | Added |
| Shakespeare Wealth Management, Inc. | 21,452 | $3.75M | 1.09% | +70.0% | Added |
| Investmark Advisory Group LLC | 21,494 | $3.76M | 2.06% | −893−4.0% | Reduced |
| Essex LLC | 21,624 | $3.78M | 0.87% | −1,144−5.0% | Reduced |
| Gladstone Institutional Advisory LLC | 21,659 | $3.79M | 0.21% | −26−0.1% | Reduced |
| Bank Ozk | 21,661 | $3.79M | 1.70% | −233−1.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 21,740 | $3.80M | 0.47% | −160−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 21,762 | $3.81M | 0.05% | −1,538−6.6% | Reduced |
| Adirondack Trust Co | 21,773 | $3.81M | 1.59% | −100−0.5% | Reduced |
| Martin Capital Partners, LLC | 21,907 | $3.83M | 1.47% | −307−1.4% | Reduced |
| Sunbelt Securities, Inc. | 21,917 | $3.84M | 0.43% | −275−1.2% | Reduced |
| Sequent Planning LLC | 22,043 | $3.86M | 1.40% | +22,043 | New |
| Fundamentun, LLC | 22,072 | $3.86M | 0.38% | −12,383−35.9% | Reduced |
| Financial Strategies Group, Inc. | 22,664 | $3.87M | 1.04% | +4,789+26.8% | Added |
| Harbor Investment Advisory, LLC | 22,101 | $3.87M | 0.40% | −3,954−15.2% | Reduced |
| Trinity Legacy Partners, LLC | 22,117 | $3.87M | 1.13% | +8,144+58.3% | Added |
| Pettee Investors, Inc. | 22,160 | $3.88M | 1.64% | −3,929−15.1% | Reduced |
| Investment Management Corp of Ontario | 22,203 | $3.89M | 0.12% | −9,900−30.8% | Reduced |
| NovaPoint Capital, LLC | 22,231 | $3.89M | 1.36% | −1,213−5.2% | Reduced |
| Lake Street Advisors Group, LLC | 22,084 | $3.89M | 0.18% | +561+2.6% | Added |
| BCM Advisors, LLC | 21,947 | $3.89M | 0.99% | +188+0.9% | Added |
| Oliver Luxxe Assets LLC | 22,338 | $3.91M | 0.82% | +435+2.0% | Added |
| Schulhoff & Co Inc | 22,356 | $3.91M | 1.71% | −16−0.1% | Reduced |
| Country Club Bank | 22,396 | $3.92M | 0.28% | −1,034−4.4% | Reduced |
| Thoroughbred Financial Services, LLC | 22,412 | $3.92M | 0.38% | −7,114−24.1% | Reduced |
| Anchor Investment Management, LLC | 22,436 | $3.93M | 0.41% | −2,223−9.0% | Reduced |
| Independent Financial Group, LLC | 22,448 | $3.93M | 0.18% | +1,404+6.7% | Added |
| Exeter Financial, LLC | 23,166 | $3.93M | 1.81% | +305+1.3% | Added |
| Security National Bank | 22,471 | $3.93M | 0.60% | +112+0.5% | Added |
| Exchange Capital Management, Inc. | 22,536 | $3.94M | 0.64% | −737−3.2% | Reduced |
| Coastline Trust Co | 22,544 | $3.95M | 0.48% | −595−2.6% | Reduced |
| Palisade Capital Management LLC | 22,555 | $3.95M | 0.10% | −18,184−44.6% | Reduced |
| Geneos Wealth Management Inc. | 22,573 | $3.95M | 0.18% | −2,436−9.7% | Reduced |
| Jag Capital Management, LLC | 22,581 | $3.95M | 0.56% | +317+1.4% | Added |
| Chatham Capital Group, Inc. | 22,679 | $3.97M | 0.73% | −300−1.3% | Reduced |
| Scholtz & Company, LLC | 22,684 | $3.97M | 1.75% | −470−2.0% | Reduced |
| Fragasso Group Inc. | 22,690 | $3.97M | 0.34% | +294+1.3% | Added |
| Hallmark Capital Management Inc | 22,712 | $3.97M | 0.30% | −1,893−7.7% | Reduced |
| STF Management LP | 22,828 | $4.00M | 1.73% | −348−1.5% | Reduced |
| Dana Investment Advisors, Inc. | 22,832 | $4.00M | 0.13% | −355−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 22,850 | $4.00M | 0.27% | −1,618−6.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 22,888 | $4.01M | 2.57% | +400+1.8% | Added |
| StoneX Group Inc. | 22,745 | $4.01M | 0.36% | +2,159+10.5% | Added |
| Capital Insight Partners, LLC | 22,916 | $4.01M | 0.75% | +903+4.1% | Added |