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 |
|---|---|---|---|---|---|
| Financial Strategies Group, Inc. | 22,664 | $3.87M | 1.04% | +4,789+26.8% | Added |
| Fundamentun, LLC | 22,072 | $3.86M | 0.38% | −12,383−35.9% | Reduced |
| Sequent Planning LLC | 22,043 | $3.86M | 1.40% | +22,043 | New |
| Sunbelt Securities, Inc. | 21,917 | $3.84M | 0.43% | −275−1.2% | Reduced |
| Martin Capital Partners, LLC | 21,907 | $3.83M | 1.47% | −307−1.4% | Reduced |
| Adirondack Trust Co | 21,773 | $3.81M | 1.59% | −100−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 21,762 | $3.81M | 0.05% | −1,538−6.6% | Reduced |
| Spectrum Wealth Counsel, LLC | 21,740 | $3.80M | 0.47% | −160−0.7% | Reduced |
| Bank Ozk | 21,661 | $3.79M | 1.70% | −233−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 21,659 | $3.79M | 0.21% | −26−0.1% | Reduced |
| Essex LLC | 21,624 | $3.78M | 0.87% | −1,144−5.0% | Reduced |
| Investmark Advisory Group LLC | 21,494 | $3.76M | 2.06% | −893−4.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 21,452 | $3.75M | 1.09% | +70.0% | Added |
| Delta Capital Management LLC | 21,450 | $3.75M | 2.49% | +40+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 21,330 | $3.73M | 0.60% | +164+0.8% | Added |
| Fairhaven Wealth Management, LLC | 21,314 | $3.73M | 1.28% | −495−2.3% | Reduced |
| FDx Advisors, Inc. | 21,234 | $3.72M | 0.56% | −5,215−19.7% | Reduced |
| Physicians Financial Services, Inc. | 21,178 | $3.71M | 1.30% | +250+1.2% | Added |
| Claro Advisors LLC | 21,156 | $3.70M | 0.64% | +1,303+6.6% | Added |
| Garrison Asset Management, LLC | 21,149 | $3.70M | 1.94% | −345−1.6% | Reduced |
| Sumitomo Life Insurance Co | 21,138 | $3.70M | 0.10% | +928+4.6% | Added |
| Heritage Trust Co | 21,128 | $3.70M | 0.50% | −221−1.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,017 | $3.68M | 0.31% | +1,700+8.8% | Added |
| Meeder Advisory Services, Inc. | 20,991 | $3.67M | 0.37% | −1,049−4.8% | Reduced |
| Sendero Wealth Management, LLC | 20,974 | $3.67M | 0.63% | +294+1.4% | Added |
| Arrow Financial Corp | 20,972 | $3.67M | 0.36% | −247−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 20,963 | $3.67M | 0.12% | +4,304+25.8% | Added |
| Vise Technologies, Inc. | 20,946 | $3.67M | 0.72% | +4,452+27.0% | Added |
| Eagle Capital Management, LLC | 20,798 | $3.64M | 1.64% | −367−1.7% | Reduced |
| Wintrust Investments LLC | 20,789 | $3.64M | 0.32% | +1,177+6.0% | Added |
| Csenge Advisory Group | 20,784 | $3.64M | 0.20% | +582+2.9% | Added |
| Peoples Bank | 20,642 | $3.61M | 2.82% | −322−1.5% | Reduced |
| LVW Advisors, LLC | 20,617 | $3.61M | 0.61% | −2,582−11.1% | Reduced |
| Ledyard National Bank | 20,598 | $3.60M | 0.35% | −926−4.3% | Reduced |
| Integrated Advisors Network LLC | 20,590 | $3.60M | 0.18% | −1,561−7.0% | Reduced |
| Smith Shellnut Wilson LLC | 20,581 | $3.60M | 1.91% | +17+0.1% | Added |
| Field & Main Bank | 20,573 | $3.60M | 1.40% | −73−0.4% | Reduced |
| TCG Advisory Services, LLC | 20,526 | $3.59M | 0.20% | +2,527+14.0% | Added |
| ICW Investment Advisors LLC | 20,482 | $3.58M | 1.59% | +424+2.1% | Added |
| Watchman Group, Inc. | 20,349 | $3.56M | 1.08% | −18−0.1% | Reduced |
| Kinloch Capital, LLC | 20,332 | $3.56M | 1.83% | +1,402+7.4% | Added |
| Oak Asset Management, LLC | 20,251 | $3.54M | 1.33% | +152+0.8% | Added |
| Crescent Sterling, Ltd. | 20,223 | $3.54M | 3.23% | +45+0.2% | Added |
| Bull Street Advisors, LLC | 20,216 | $3.54M | 1.69% | +136+0.7% | Added |
| Resonant Capital Advisors, LLC | 20,075 | $3.53M | 0.30% | +510+2.6% | Added |
| Cadent Capital Advisors, LLC | 20,160 | $3.53M | 1.41% | +97+0.5% | Added |
| Aull & Monroe Investment Management Corp | 20,149 | $3.53M | 1.61% | −140−0.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 20,136 | $3.52M | 0.30% | +20,136 | New |
| Cottage Street Advisors LLC | 20,119 | $3.52M | 2.14% | +487+2.5% | Added |
| Texas Yale Capital Corp. | 20,111 | $3.52M | 0.16% | 00.0% | Unchanged |
| Guardian Capital LP | 20,086 | $3.52M | 0.12% | +800+4.1% | Added |
| Farther Finance Advisors, LLC | 20,251 | $3.50M | 0.21% | +11,647+135.4% | Added |
| Triangle Securities Wealth Management | 19,975 | $3.50M | 1.00% | +561+2.9% | Added |
| Gs Investments, Inc. | 19,971 | $3.50M | 1.69% | −15−0.1% | Reduced |
| Independent Investors Inc | 19,963 | $3.49M | 0.84% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,927 | $3.49M | 0.16% | +3,633+22.3% | Added |
| Fulton Bank, N.A. | 19,882 | $3.48M | 0.14% | +90+0.5% | Added |
| Kesler, Norman & Wride, LLC | 19,877 | $3.48M | 0.74% | −1,359−6.4% | Reduced |
| Essex Savings Bank | 20,479 | $3.48M | 1.01% | 00.0% | Unchanged |
| Baxter Bros Inc | 19,873 | $3.48M | 0.45% | −458−2.3% | Reduced |
| Northstar Group, Inc. | 19,733 | $3.45M | 0.68% | −59−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,732 | $3.45M | 0.07% | −24,920−55.8% | Reduced |
| Beach Investment Counsel Inc | 20,296 | $3.45M | 0.43% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 19,670 | $3.44M | 0.41% | +630+3.3% | Added |
| Hilltop National Bank | 19,661 | $3.44M | 1.17% | +19,661 | New |
| Puzo Michael J | 19,639 | $3.44M | 0.95% | +1,749+9.8% | Added |
| Aspiriant, LLC | 19,604 | $3.43M | 0.14% | −189−1.0% | Reduced |
| Stonegate Investment Group, LLC | 19,602 | $3.43M | 0.11% | +1,976+11.2% | Added |
| Romano Brothers and Company | 19,585 | $3.43M | 0.47% | +1,294+7.1% | Added |
| HTLF Bank | 19,575 | $3.43M | 0.39% | −278−1.4% | Reduced |
| Patten Group, Inc. | 19,569 | $3.42M | 0.84% | −118−0.6% | Reduced |
| Leavell Investment Management, Inc. | 19,381 | $3.42M | 0.20% | +177+0.9% | Added |
| HBW Advisory Services LLC | 20,028 | $3.40M | 0.64% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 19,433 | $3.40M | 0.55% | +7,588+64.1% | Added |
| Gunn & Co Investment Management, Inc. | 19,425 | $3.40M | 2.56% | −213,648−91.7% | Reduced |
| Waldron Private Wealth LLC | 19,279 | $3.40M | 0.15% | −551−2.8% | Reduced |
| Trust Point Inc. | 19,416 | $3.40M | 0.27% | −3,636−15.8% | Reduced |
| Connecticut Wealth Management, LLC | 19,391 | $3.39M | 0.18% | +176+0.9% | Added |
| Pensionmark Financial Group, LLC | 12,331 | $3.38M | 0.48% | −7,887−39.0% | Reduced |
| Hengehold Capital Management LLC | 19,294 | $3.38M | 0.36% | −70.0% | Reduced |
| Quilter Plc | 19,261 | $3.37M | 0.08% | −8,775−31.3% | Reduced |
| Geller Advisors LLC | 19,119 | $3.37M | 0.27% | −3,439−15.2% | Reduced |
| Wealth Alliance | 19,245 | $3.37M | 0.44% | +566+3.0% | Added |
| Nvest Financial, LLC | 19,243 | $3.37M | 2.24% | +1,378+7.7% | Added |
| Financial Advisory Partners, LLC | 19,161 | $3.35M | 1.30% | −2,564−11.8% | Reduced |
| Wambolt & Associates, LLC | 19,363 | $3.35M | 1.00% | +2,130+12.4% | Added |
| E Fund Management Co., Ltd. | 19,089 | $3.34M | 0.21% | +4,723+32.9% | Added |
| All Terrain Financial Advisors, LLC | 19,057 | $3.34M | 1.44% | +16+0.1% | Added |
| Keene & Associates, Inc. | 19,028 | $3.33M | 2.49% | +45+0.2% | Added |
| Zhang Financial LLC | 18,999 | $3.32M | 0.25% | +195+1.0% | Added |
| Harbor Capital Advisors, Inc. | 18,992 | $3.32M | 0.43% | +18,992 | New |
| Garrett Investment Advisors LLC | 18,969 | $3.32M | 0.42% | +1,285+7.3% | Added |
| Somerset Trust Co | 18,969 | $3.32M | 1.35% | +656+3.6% | Added |
| Financial Advisory Service, Inc. | 18,968 | $3.32M | 0.29% | +658+3.6% | Added |
| Radnor Capital Management, LLC | 18,961 | $3.32M | 0.57% | +100+0.5% | Added |
| James Investment Research Inc | 18,885 | $3.31M | 0.39% | −686−3.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,851 | $3.30M | 0.42% | 00.0% | Unchanged |
| Sapient Capital LLC | 18,701 | $3.30M | 0.07% | −918−4.7% | Reduced |
| Morton Community Bank | 18,781 | $3.29M | 0.95% | +910+5.1% | Added |
| Cutter & CO Brokerage, Inc. | 18,758 | $3.28M | 0.81% | −476−2.5% | Reduced |