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 |
|---|---|---|---|---|---|
| Longbow Finance SA | 40,167 | $7.03M | 0.71% | −48,013−54.4% | Reduced |
| Lafayette Investments, Inc. | 40,170 | $7.03M | 1.58% | +906+2.3% | Added |
| Pavion Blue Capital, LLC | 40,408 | $7.07M | 3.50% | +3,073+8.2% | Added |
| Cornerstone Wealth Group, LLC | 40,435 | $7.08M | 0.65% | +4,579+12.8% | Added |
| Close Asset Management Ltd | 40,588 | $7.10M | 0.26% | −3,135−7.2% | Reduced |
| Harvest Fund Management Co., Ltd | 40,674 | $7.12M | 0.64% | +25,430+166.8% | Added |
| Van Strum & Towne Inc. | 40,691 | $7.12M | 2.60% | −370−0.9% | Reduced |
| Stokes Capital Advisors, LLC | 40,789 | $7.14M | 2.08% | +3,892+10.5% | Added |
| McKinley Carter Wealth Services, Inc. | 40,861 | $7.15M | 0.48% | +1,218+3.1% | Added |
| AustralianSuper Pty Ltd | 41,361 | $7.15M | 0.04% | −199,139−82.8% | Reduced |
| LMG Wealth Partners, LLC | 40,954 | $7.17M | 1.81% | −1,474−3.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 40,921 | $7.19M | 0.56% | +2,245+5.8% | Added |
| Cullen Investment Group, Ltd. | 42,230 | $7.24M | 1.14% | −782−1.8% | Reduced |
| Visionary Wealth Advisors | 41,716 | $7.30M | 0.49% | +35,978+627.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 42,032 | $7.36M | 4.06% | −92,953−68.9% | Reduced |
| Roundview Capital LLC | 42,080 | $7.36M | 0.60% | −2,315−5.2% | Reduced |
| Bulltick Wealth Management, LLC | 41,838 | $7.37M | 1.54% | +8,633+26.0% | Added |
| Ar Asset Management Inc | 42,209 | $7.39M | 1.80% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 42,408 | $7.42M | 1.96% | −6,450−13.2% | Reduced |
| Woodmont Investment Counsel LLC | 42,414 | $7.42M | 0.63% | +1,609+3.9% | Added |
| Principal Street Partners, LLC | 42,113 | $7.43M | 1.40% | +11,221+36.3% | Added |
| Warren Averett Asset Management, LLC | 42,543 | $7.45M | 0.18% | +17,573+70.4% | Added |
| Allianz SE | 42,591 | $7.45M | 0.23% | +42,591 | New |
| Searle & Co. | 43,012 | $7.53M | 1.92% | +20.0% | Added |
| JGP Wealth Management, LLC | 43,148 | $7.55M | 1.10% | +800+1.9% | Added |
| First National Bank & Trust Co of Newtown | 43,232 | $7.57M | 1.53% | −815−1.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 43,036 | $7.57M | 1.50% | +8,953+26.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 43,290 | $7.58M | 2.08% | +417+1.0% | Added |
| Veriti Management LLC | 43,340 | $7.58M | 0.56% | +1,381+3.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 45,148 | $7.60M | 1.46% | +469+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 43,613 | $7.63M | 0.20% | +95+0.2% | Added |
| Iowa State Bank | 43,642 | $7.64M | 1.69% | −712−1.6% | Reduced |
| Taurus Asset Management, LLC | 43,783 | $7.66M | 0.78% | −540−1.2% | Reduced |
| Parallel Advisors, LLC | 43,940 | $7.69M | 0.21% | +594+1.4% | Added |
| Stonebridge Capital Management Inc | 44,060 | $7.71M | 3.45% | −125−0.3% | Reduced |
| Everence Capital Management Inc | 44,129 | $7.72M | 0.51% | 00.0% | Unchanged |
| Vestor Capital, LLC | 44,543 | $7.80M | 0.66% | −1,012−2.2% | Reduced |
| Greenwood Capital Associates LLC | 44,638 | $7.81M | 1.04% | −6,602−12.9% | Reduced |
| Wedbush Securities Inc | 44,864 | $7.85M | 0.29% | −750−1.6% | Reduced |
| Ironwood Investment Counsel, LLC | 44,876 | $7.85M | 1.38% | +565+1.3% | Added |
| Bright Rock Capital Management, LLC | 45,000 | $7.88M | 1.63% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 45,036 | $7.88M | 0.63% | +1,090+2.5% | Added |
| Papp L Roy & Associates | 45,069 | $7.89M | 0.94% | +105+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 45,183 | $7.91M | 0.45% | +12,598+38.7% | Added |
| WealthPLAN Partners, LLC | 45,256 | $7.92M | 0.82% | −11,550−20.3% | Reduced |
| Bowen Hanes & Co Inc | 45,280 | $7.92M | 0.23% | −225,550−83.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 45,357 | $7.94M | 0.55% | −3,624−7.4% | Reduced |
| Perigon Wealth Management, LLC | 45,538 | $7.97M | 0.24% | +2,399+5.6% | Added |
| GYL Financial Synergies, LLC | 45,629 | $7.99M | 0.63% | −1,373−2.9% | Reduced |
| Oak Harvest Investment Services | 45,636 | $7.99M | 1.33% | +14,002+44.3% | Added |
| KCM Investment Advisors LLC | 45,652 | $7.99M | 0.30% | −173−0.4% | Reduced |
| Hantz Financial Services, Inc. | 45,809 | $8.02M | 0.16% | −3,799−7.7% | Reduced |
| Allworth Financial LP | 46,064 | $8.06M | 0.06% | +4,462+10.7% | Added |
| Alps Advisors Inc | 46,109 | $8.07M | 0.06% | +906+2.0% | Added |
| SevenBridge Financial Group, LLC | 45,875 | $8.08M | 1.83% | +496+1.1% | Added |
| Hudson Valley Investment Advisors Inc | 46,234 | $8.09M | 0.97% | +1,396+3.1% | Added |
| Chicago Capital, LLC | 46,293 | $8.10M | 0.25% | +313+0.7% | Added |
| Verition Fund Management LLC | 46,325 | $8.11M | 0.08% | −14,759−24.2% | Reduced |
| Fiduciary Alliance LLC | 46,910 | $8.11M | 1.43% | −3,356−6.7% | Reduced |
| Savoir Faire Capital Management, L.P. | 47,062 | $8.24M | 3.79% | −7,945−14.4% | Reduced |
| Whalerock Point Partners, LLC | 47,128 | $8.25M | 2.25% | +752+1.6% | Added |
| Resources Investment Advisors, LLC. | 47,133 | $8.25M | 0.13% | −2,822−5.6% | Reduced |
| Chemung Canal Trust Co | 47,181 | $8.26M | 1.59% | −1,825−3.7% | Reduced |
| Fred Alger Management, LLC | 47,191 | $8.26M | 0.04% | +2,929+6.6% | Added |
| Ostrum Asset Management | 47,353 | $8.29M | 0.65% | +5,351+12.7% | Added |
| Headinvest, LLC | 47,436 | $8.30M | 1.62% | −103−0.2% | Reduced |
| Hutner Capital Management Inc | 47,573 | $8.33M | 4.51% | −72−0.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 47,800 | $8.37M | 0.30% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 47,674 | $8.37M | 0.32% | +26,171+121.7% | Added |
| Buckingham Capital Management, Inc. | 47,989 | $8.40M | 1.03% | +3,809+8.6% | Added |
| Plato Investment Management Ltd | 48,032 | $8.41M | 0.87% | +42,211+725.2% | Added |
| Wetherby Asset Management Inc | 48,160 | $8.43M | 0.40% | −1,588−3.2% | Reduced |
| River Wealth Advisors LLC | 48,173 | $8.43M | 1.23% | +1,804+3.9% | Added |
| Wills Financial Group, Inc. | 48,181 | $8.43M | 3.97% | −50−0.1% | Reduced |
| Mitchell Sinkler & Starr | 48,292 | $8.45M | 2.11% | −30,752−38.9% | Reduced |
| Westpac Banking Corp | 48,302 | $8.45M | 0.64% | +14,074+41.1% | Added |
| Webster Bank, N. A. | 48,462 | $8.48M | 0.95% | −739−1.5% | Reduced |
| South State Corp. | 48,596 | $8.50M | 0.66% | −1,511−3.0% | Reduced |
| HighPoint Advisor Group LLC | 47,257 | $8.55M | 0.60% | −70.0% | Reduced |
| Hunter Associates Investment Management LLC | 48,841 | $8.56M | 1.44% | −561−1.1% | Reduced |
| Mattern Capital Management, LLC | 48,905 | $8.56M | 1.16% | +5,364+12.3% | Added |
| Jasper Ridge Partners, L.P. | 49,000 | $8.58M | 0.27% | +49,000 | New |
| Douglass Winthrop Advisors, LLC | 49,049 | $8.58M | 0.18% | −806−1.6% | Reduced |
| Fulcrum Capital LLC | 49,207 | $8.61M | 2.04% | +276+0.6% | Added |
| Letson Investment Management, Inc. | 49,240 | $8.62M | 3.64% | +1,368+2.9% | Added |
| FIL Ltd | 49,289 | $8.63M | 0.01% | −212,196−81.2% | Reduced |
| Ibex Wealth Advisors | 48,084 | $8.69M | 2.35% | +48,047+129,856.8% | Added |
| Plante Moran Financial Advisors, LLC | 49,661 | $8.69M | 0.93% | −323,562−86.7% | Reduced |
| Dynamic Advisor Solutions LLC | 49,711 | $8.70M | 0.29% | +6,089+14.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 49,742 | $8.71M | 4.83% | −591−1.2% | Reduced |
| Empirical Finance, LLC | 49,761 | $8.71M | 0.53% | +1,648+3.4% | Added |
| Jump Financial, LLC | 49,936 | $8.74M | 0.24% | +49,936 | New |
| Private Capital Management LLC | 49,968 | $8.74M | 1.93% | −658−1.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 49,987 | $8.75M | 0.18% | −100.0% | Reduced |
| Renaissance Investment Group LLC | 50,113 | $8.77M | 2.01% | +437+0.9% | Added |
| Rakuten Investment Management, Inc. | 50,207 | $8.79M | 0.06% | +46,807+1,376.7% | Added |
| Moneta Group Investment Advisors LLC | 50,267 | $8.80M | 0.14% | −1,480−2.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 51,010 | $8.93M | 0.57% | −3,815−7.0% | Reduced |
| Shelter Mutual Insurance Co | 51,020 | $8.93M | 2.30% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 51,086 | $8.94M | 0.61% | −1,240−2.4% | Reduced |