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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 62,746 | $11.0M | 2.19% | +611+1.0% | Added |
| Alaska Permanent Fund Corp | 63,075 | $11.0M | 0.16% | +250.0% | Added |
| Carret Asset Management, LLC | 63,331 | $11.1M | 1.31% | +775+1.2% | Added |
| Venture Visionary Partners LLC | 63,549 | $11.1M | 0.53% | +260.0% | Added |
| Oppenheimer Asset Management Inc. | 63,684 | $11.1M | 0.16% | +9,776+18.1% | Added |
| First Eagle Investment Management, LLC | 63,838 | $11.2M | 0.03% | −237−0.4% | Reduced |
| Novare Capital Management LLC | 63,999 | $11.2M | 1.01% | +4,862+8.2% | Added |
| Agf Management Ltd | 64,139 | $11.2M | 0.06% | −14,391−18.3% | Reduced |
| Wesleyan Assurance Society | 64,300 | $11.3M | 1.00% | 00.0% | Unchanged |
| Charter Trust Co | 64,413 | $11.3M | 0.75% | +649+1.0% | Added |
| Equitable Holdings, Inc. | 64,463 | $11.3M | 0.13% | +7,181+12.5% | Added |
| Cutler Investment Counsel LLC | 64,014 | $11.3M | 1.51% | −4,356−6.4% | Reduced |
| CCM Investment Advisers LLC | 64,807 | $11.3M | 1.36% | +5,784+9.8% | Added |
| Metis Global Partners, LLC | 65,528 | $11.5M | 0.42% | −3,760−5.4% | Reduced |
| River Road Asset Management, LLC | 65,659 | $11.5M | 0.16% | −17,582−21.1% | Reduced |
| GFS Advisors, LLC | 65,705 | $11.5M | 1.91% | +9,250+16.4% | Added |
| Connors Investor Services Inc | 65,738 | $11.5M | 1.21% | −18,278−21.8% | Reduced |
| Sandy Spring Bank | 65,870 | $11.5M | 0.53% | −515−0.8% | Reduced |
| National Asset Management, Inc. | 68,108 | $11.5M | 0.31% | −5,386−7.3% | Reduced |
| Quantinno Capital Management LP | 66,471 | $11.6M | 0.25% | +26,713+67.2% | Added |
| WSFS Capital Management, LLC | 66,768 | $11.7M | 0.66% | −238−0.4% | Reduced |
| Venturi Wealth Management, LLC | 67,613 | $11.8M | 0.76% | +9,506+16.4% | Added |
| Bogart Wealth, LLC | 67,875 | $11.9M | 0.61% | +7,942+13.3% | Added |
| Apollon Wealth Management, LLC | 68,232 | $11.9M | 0.38% | +8,119+13.5% | Added |
| Alley Investment Management Company, LLC | 68,315 | $12.0M | 1.65% | +445+0.7% | Added |
| Axxcess Wealth Management, LLC | 68,491 | $12.0M | 0.34% | −698−1.0% | Reduced |
| Enterprise Financial Services Corp | 69,073 | $12.1M | 7.28% | −92−0.1% | Reduced |
| New Mexico Educational Retirement Board | 69,285 | $12.1M | 0.44% | −2,400−3.3% | Reduced |
| Canandaigua National Bank & Trust Co | 69,395 | $12.1M | 1.79% | +1,260+1.8% | Added |
| BTC Capital Management, Inc. | 69,651 | $12.2M | 1.11% | +69,651 | New |
| Intact Investment Management Inc. | 69,900 | $12.2M | 0.48% | +23,000+49.0% | Added |
| Haverford Financial Services, Inc. | 70,432 | $12.3M | 3.55% | −10,490−13.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 70,599 | $12.4M | 2.37% | −213−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 70,657 | $12.4M | 1.04% | −3,503−4.7% | Reduced |
| Daymark Wealth Partners, LLC | 70,709 | $12.4M | 0.67% | +1,932+2.8% | Added |
| Ingalls & Snyder LLC | 70,784 | $12.4M | 0.55% | −85−0.1% | Reduced |
| North Point Portfolio Managers Corp | 71,534 | $12.5M | 2.12% | +161+0.2% | Added |
| SpiderRock Advisors, LLC | 73,163 | $12.5M | 0.41% | +73,163 | New |
| Bard Financial Services, Inc. | 71,718 | $12.6M | 1.33% | −230.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 71,729 | $12.6M | 0.13% | −5,968−7.7% | Reduced |
| Centre Asset Management, LLC | 71,856 | $12.6M | 3.00% | +6,312+9.6% | Added |
| BNP Paribas | 72,021 | $12.6M | 0.59% | +72,021 | New |
| Concurrent Investment Advisors, LLC | 72,318 | $12.7M | 0.51% | +3,614+5.3% | Added |
| Old National Bancorp | 72,351 | $12.7M | 0.30% | −1,956−2.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 72,486 | $12.7M | 1.19% | −5,077−6.5% | Reduced |
| Dillon & Associates Inc | 72,818 | $12.7M | 2.00% | −618−0.8% | Reduced |
| Bath Savings Trust Co | 72,887 | $12.8M | 1.35% | +1,199+1.7% | Added |
| Simmons Bank | 73,017 | $12.8M | 0.96% | −865−1.2% | Reduced |
| Resources Management Corp | 73,090 | $12.8M | 1.87% | −1,217−1.6% | Reduced |
| Cornerstone Advisors, LLC | 73,300 | $12.8M | 0.53% | −6,100−7.7% | Reduced |
| JLB & Associates Inc | 73,390 | $12.8M | 1.71% | −22,588−23.5% | Reduced |
| Diversified Trust Co | 73,686 | $12.9M | 0.39% | +17,499+31.1% | Added |
| WealthPlan Investment Management, LLC | 74,029 | $13.0M | 1.98% | +2,801+3.9% | Added |
| 1st Source Bank | 74,284 | $13.0M | 0.76% | +65+0.1% | Added |
| Janney Capital Management LLC | 74,491 | $13.0M | 0.87% | −2,597−3.4% | Reduced |
| Bailard, Inc. | 74,590 | $13.1M | 0.36% | −1,755−2.3% | Reduced |
| Sky Investment Group LLC | 74,632 | $13.1M | 2.51% | +420+0.6% | Added |
| First Financial Bank - Trust Division | 74,747 | $13.1M | 1.26% | −6,659−8.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 74,764 | $13.1M | 0.43% | +998+1.4% | Added |
| South Street Advisors LLC | 75,992 | $13.3M | 2.12% | +575+0.8% | Added |
| Integrated Wealth Concepts LLC | 76,267 | $13.3M | 0.19% | +1,658+2.2% | Added |
| Lowe Brockenbrough & Co Inc | 75,912 | $13.4M | 0.90% | +2,344+3.2% | Added |
| Great Valley Advisor Group, Inc. | 76,461 | $13.4M | 0.41% | −953−1.2% | Reduced |
| Addenda Capital Inc. | 75,999 | $13.4M | 0.51% | −2,216−2.8% | Reduced |
| QV Investors Inc. | 76,565 | $13.4M | 1.16% | +55,310+260.2% | Added |
| Vantage Investment Partners, LLC | 76,629 | $13.4M | 1.20% | +697+0.9% | Added |
| Advisory Services Network, LLC | 76,764 | $13.4M | 0.30% | +5,661+8.0% | Added |
| FourThought Financial Partners, LLC | 77,226 | $13.5M | 1.55% | +311+0.4% | Added |
| Crestwood Advisors Group LLC | 77,367 | $13.5M | 0.30% | −313−0.4% | Reduced |
| Dearborn Partners LLC | 77,418 | $13.5M | 0.58% | −2,780−3.5% | Reduced |
| Howe & Rusling Inc | 77,534 | $13.6M | 1.30% | −24,808−24.2% | Reduced |
| Trust Co of Virginia | 77,538 | $13.6M | 1.30% | −1,592−2.0% | Reduced |
| Fiduciary Group LLC | 77,703 | $13.6M | 1.48% | −376−0.5% | Reduced |
| St Germain D J Co Inc | 77,813 | $13.6M | 0.67% | −834−1.1% | Reduced |
| North Star Investment Management Corp. | 77,834 | $13.6M | 0.97% | +1,340+1.8% | Added |
| Noesis Capital Mangement Corp | 78,016 | $13.7M | 3.03% | −1,061−1.3% | Reduced |
| Coulter & Justus Financial Services, LLC | 78,016 | $13.7M | 3.03% | +78,016 | New |
| Founders Capital Management, LLC | 78,065 | $13.7M | 2.53% | −1,713−2.1% | Reduced |
| Hancock Whitney Corp | 78,383 | $13.7M | 0.47% | +11,655+17.5% | Added |
| Infusive Asset Management Inc. | 78,577 | $13.8M | 5.30% | −24,003−23.4% | Reduced |
| Wallington Asset Management, LLC | 78,655 | $13.8M | 2.16% | −350.0% | Reduced |
| NEOS Investment Management LLC | 79,090 | $13.8M | 0.86% | +14,108+21.7% | Added |
| Stratos Wealth Partners, LTD. | 79,283 | $13.9M | 0.23% | +631+0.8% | Added |
| Jacobs & Co | 79,644 | $13.9M | 1.48% | +4,129+5.5% | Added |
| Auxier Asset Management | 80,581 | $14.1M | 2.14% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 80,953 | $14.2M | 0.42% | −6,121−7.0% | Reduced |
| First Citizens Bank & Trust Co | 81,262 | $14.2M | 0.27% | +26,548+48.5% | Added |
| Goelzer Investment Management, Inc. | 81,286 | $14.2M | 0.81% | +7,838+10.7% | Added |
| Birch Hill Investment Advisors LLC | 81,345 | $14.2M | 0.69% | −7,590−8.5% | Reduced |
| Ancora Advisors, LLC | 81,464 | $14.3M | 0.33% | +817+1.0% | Added |
| TownSquare Capital, LLC | 81,550 | $14.3M | 0.21% | +15,626+23.7% | Added |
| YHB Investment Advisors, Inc. | 81,926 | $14.3M | 1.27% | +411+0.5% | Added |
| Harbour Trust & Investment Management Co | 81,962 | $14.3M | 1.80% | +1,140+1.4% | Added |
| Gamco Investors, Inc. Et Al | 82,166 | $14.4M | 0.15% | −2,986−3.5% | Reduced |
| Empowered Funds, LLC | 82,515 | $14.4M | 0.26% | +21,206+34.6% | Added |
| Moran Wealth Management, LLC | 82,853 | $14.5M | 0.47% | +61,538+288.7% | Added |
| Guardian Capital Advisors LP | 85,900 | $14.6M | 1.57% | −760−0.9% | Reduced |
| Clearstead Advisors, LLC | 80,564 | $14.6M | 0.72% | −2,481−3.0% | Reduced |
| Savant Capital, LLC | 83,484 | $14.6M | 0.17% | −1,111−1.3% | Reduced |
| Lido Advisors, LLC | 82,962 | $14.6M | 0.13% | −83,720−50.2% | Reduced |