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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 37,601 | $6.58M | 1.53% | +1,000+2.7% | Added |
| Albion Financial Group | 37,510 | $6.56M | 0.51% | +52+0.1% | Added |
| Valicenti Advisory Services Inc | 37,507 | $6.56M | 1.83% | +10,607+39.4% | Added |
| American Trust | 37,463 | $6.56M | 0.60% | +5,201+16.1% | Added |
| Raab & Moskowitz Asset Management LLC | 37,389 | $6.54M | 1.83% | +1,156+3.2% | Added |
| Balentine LLC | 37,322 | $6.53M | 0.19% | +1,388+3.9% | Added |
| Squarepoint Ops LLC | 37,274 | $6.52M | 0.03% | −160,279−81.1% | Reduced |
| NTV Asset Management LLC | 37,242 | $6.52M | 0.99% | −1,700−4.4% | Reduced |
| Bridge Creek Capital Management LLC | 37,193 | $6.51M | 2.08% | +845+2.3% | Added |
| NewSquare Capital LLC | 37,601 | $6.49M | 0.57% | +279+0.7% | Added |
| Skba Capital Management LLC | 36,945 | $6.47M | 1.01% | +5,900+19.0% | Added |
| Costello Asset Management, INC | 36,845 | $6.45M | 4.61% | −426−1.1% | Reduced |
| Buckhead Capital Management LLC | 36,808 | $6.44M | 2.18% | +3,107+9.2% | Added |
| Banque Cantonale Vaudoise | 36,708 | $6.42M | 0.25% | −4,064−10.0% | Reduced |
| Sigma Planning Corp | 36,610 | $6.41M | 0.20% | +14,865+68.4% | Added |
| GQG Partners LLC | 36,436 | $6.38M | 0.01% | +36,436 | New |
| Baker Ellis Asset Management LLC | 36,383 | $6.37M | 0.95% | −951−2.5% | Reduced |
| South Dakota Investment Council | 36,218 | $6.34M | 0.13% | +900+2.5% | Added |
| Beacon Investment Advisory Services, Inc. | 36,091 | $6.32M | 0.27% | −721−2.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 35,990 | $6.30M | 1.92% | −14,618−28.9% | Reduced |
| Miracle Mile Advisors, LLC | 35,956 | $6.29M | 0.16% | +1,127+3.2% | Added |
| Fidelity National Financial, Inc. | 35,916 | $6.29M | 0.12% | −150,600−80.7% | Reduced |
| Private Wealth Partners, LLC | 35,837 | $6.27M | 0.50% | −3,153−8.1% | Reduced |
| RNC Capital Management LLC | 35,823 | $6.27M | 0.36% | +16,382+84.3% | Added |
| Eastover Investment Advisors LLC | 35,794 | $6.26M | 3.08% | −250−0.7% | Reduced |
| Hills Bank & Trust Co | 35,763 | $6.26M | 0.53% | −336−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 35,762 | $6.26M | 0.44% | +22,537+170.4% | Added |
| Windle Wealth, LLC | 35,704 | $6.25M | 3.98% | +1,454+4.2% | Added |
| Asset Management Group, Inc. | 35,615 | $6.23M | 1.17% | +1,313+3.8% | Added |
| Pacific Global Investment Management CO | 35,450 | $6.20M | 1.19% | −1,642−4.4% | Reduced |
| Fort Point Capital Partners LLC | 35,312 | $6.18M | 0.84% | +31,510+828.8% | Added |
| Trustmark National Bank Trust Department | 35,257 | $6.17M | 0.50% | +113+0.3% | Added |
| Private Trust Co NA | 35,251 | $6.17M | 0.67% | +2,101+6.3% | Added |
| First Personal Financial Services | 35,163 | $6.15M | 1.43% | +549+1.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $6.12M | 1.54% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 34,950 | $6.12M | 2.60% | +970+2.9% | Added |
| NorthRock Partners, LLC | 34,599 | $6.10M | 0.23% | +586+1.7% | Added |
| Eldred Rock Partners, LLC | 34,788 | $6.09M | 3.32% | +346+1.0% | Added |
| Tufton Capital Management | 34,786 | $6.09M | 1.20% | −125−0.4% | Reduced |
| Schnieders Capital Management LLC | 34,774 | $6.09M | 1.25% | +657+1.9% | Added |
| Brookstone Capital Management | 34,648 | $6.06M | 0.11% | +3,794+12.3% | Added |
| New Hampshire Trust | 34,633 | $6.06M | 1.42% | −520−1.5% | Reduced |
| Smith Group Asset Management, LLC | 34,586 | $6.05M | 0.35% | −13,450−28.0% | Reduced |
| Motco | 34,570 | $6.05M | 0.36% | +354+1.0% | Added |
| Concentric Wealth Management, LLC | 34,503 | $6.04M | 1.61% | −3,197−8.5% | Reduced |
| Perkins Coie Trust Co | 34,203 | $5.99M | 1.40% | +445+1.3% | Added |
| Colonial Trust Co | 34,131 | $5.97M | 1.12% | +2,125+6.6% | Added |
| Northcape Wealth Management, LLC | 34,110 | $5.97M | 2.18% | −505−1.5% | Reduced |
| Peterson Wealth Management | 34,001 | $5.95M | 4.30% | +1,587+4.9% | Added |
| Pathway Financial Advisers, LLC | 33,965 | $5.94M | 2.14% | +716+2.2% | Added |
| Balyasny Asset Management LLC | 33,924 | $5.94M | 0.02% | +18,197+115.7% | Added |
| Second Half Financial Partners, LLC | 33,918 | $5.94M | 2.64% | +33,918 | New |
| Ballentine Partners, LLC | 33,826 | $5.92M | 0.11% | +1,919+6.0% | Added |
| Cypress Capital Group | 33,823 | $5.92M | 0.71% | −262−0.8% | Reduced |
| Rodgers Brothers Inc. | 33,719 | $5.90M | 0.81% | +814+2.5% | Added |
| Addison Capital Co | 33,627 | $5.89M | 2.92% | +2,414+7.7% | Added |
| Tokio Marine Asset Management Co Ltd | 33,484 | $5.86M | 0.30% | +2,719+8.8% | Added |
| RB Capital Management, LLC | 33,482 | $5.86M | 1.57% | +1,472+4.6% | Added |
| AMG National Trust Bank | 33,464 | $5.86M | 0.17% | +4,615+16.0% | Added |
| Ayrshire Capital Management LLC | 33,425 | $5.85M | 3.16% | +1,474+4.6% | Added |
| Koss-Olinger Consulting, LLC | 33,425 | $5.85M | 3.16% | +31,072+1,320.5% | Added |
| RSM US Wealth Management LLC | 33,112 | $5.79M | 0.15% | +1,329+4.2% | Added |
| King Wealth | 33,043 | $5.78M | 1.01% | −540−1.6% | Reduced |
| Family Capital Trust Co | 32,927 | $5.76M | 1.98% | 00.0% | Unchanged |
| City Holding Co | 32,860 | $5.75M | 0.86% | −1,129−3.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 32,551 | $5.74M | 1.12% | −1,057−3.1% | Reduced |
| Dean Investment Associates, LLC | 32,653 | $5.71M | 0.79% | +3,201+10.9% | Added |
| Stablepoint Partners, LLC | 32,492 | $5.69M | 1.15% | +3,786+13.2% | Added |
| Hall Laurie J Trustee | 32,491 | $5.69M | 2.00% | −115−0.4% | Reduced |
| Pictet Bank & Trust Ltd | 32,485 | $5.69M | 5.99% | −2,500−7.1% | Reduced |
| Garland Capital Management Inc | 32,470 | $5.68M | 3.77% | +285+0.9% | Added |
| Eagle Global Advisors LLC | 32,266 | $5.65M | 0.32% | −100.0% | Reduced |
| Stokes Family Office, LLC | 32,262 | $5.65M | 0.71% | +85+0.3% | Added |
| Roberts Glore & Co Inc | 32,141 | $5.62M | 1.68% | −241−0.7% | Reduced |
| Financial & Tax Architects, LLC | 32,087 | $5.62M | 1.55% | +1,679+5.5% | Added |
| Spinnaker Trust | 32,011 | $5.60M | 0.36% | +714+2.3% | Added |
| Boston Research & Management Inc | 31,747 | $5.56M | 1.37% | +671+2.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 29,640 | $5.55M | 0.31% | −264,995−89.9% | Reduced |
| Navellier & Associates Inc | 31,663 | $5.54M | 0.68% | −842−2.6% | Reduced |
| American National Bank | 31,543 | $5.52M | 0.73% | +1,693+5.7% | Added |
| Hussman Strategic Advisors, Inc. | 31,500 | $5.51M | 1.28% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 31,421 | $5.50M | 0.43% | +1,501+5.0% | Added |
| Foundations Investment Advisors, LLC | 31,406 | $5.50M | 0.14% | −1,186−3.6% | Reduced |
| Hennessy Advisors Inc | 31,400 | $5.50M | 0.23% | +31,400 | New |
| Shorepoint Capital Partners LLC | 31,253 | $5.47M | 1.34% | +860+2.8% | Added |
| Mechanics Bank Trust Department | 31,251 | $5.47M | 0.80% | +1,953+6.7% | Added |
| Northwest & Ethical Investments L.P. | 31,243 | $5.47M | 0.16% | −1,015−3.1% | Reduced |
| SP Asset Management LLC | 31,236 | $5.47M | 0.51% | −1,432−4.4% | Reduced |
| Cambridge Trust Co | 31,221 | $5.46M | 0.21% | −3,164−9.2% | Reduced |
| Opus Investment Management Inc | 31,200 | $5.46M | 3.56% | 00.0% | Unchanged |
| Cardinal Capital Management | 30,982 | $5.46M | 0.89% | +1,590+5.4% | Added |
| Tectonic Advisors LLC | 31,117 | $5.45M | 0.42% | +2,163+7.5% | Added |
| Bollard Group LLC | 31,110 | $5.45M | 0.16% | +143+0.5% | Added |
| Marshall & Sullivan Inc | 30,831 | $5.40M | 2.67% | +69+0.2% | Added |
| Hartford Financial Management Inc. | 30,705 | $5.37M | 1.13% | +115+0.4% | Added |
| Wealthspire Advisors, LLC | 30,656 | $5.37M | 0.07% | −150.0% | Reduced |
| Sowell Financial Services LLC | 30,404 | $5.36M | 0.25% | −1,339−4.2% | Reduced |
| Horrell Capital Management, Inc. | 30,621 | $5.36M | 1.48% | +147+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 30,401 | $5.36M | 0.29% | −820−2.6% | Reduced |
| Charter Research & Investment Group, Inc. | 30,571 | $5.35M | 4.24% | +1,035+3.5% | Added |