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
- 3,371
- +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
- 1,454 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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 239,164 | $41.9M | 0.49% | +200+0.1% | Added |
| CIBC World Markets Inc. | 238,738 | $41.8M | 0.11% | +37,178+18.4% | Added |
| Smith Chas P & Associates Pa Cpas | 238,516 | $41.7M | 2.52% | +5,443+2.3% | Added |
| Conning Inc. | 236,615 | $41.3M | 1.35% | +34,276+16.9% | Added |
| Roffman Miller Associates Inc | 233,106 | $40.8M | 2.73% | +3,418+1.5% | Added |
| Pathstone Holdings, LLC | 232,869 | $40.8M | 0.19% | −10,217−4.2% | Reduced |
| iA Global Asset Management Inc. | 230,764 | $40.4M | 0.83% | +69,561+43.2% | Added |
| Umb Bank N A | 229,690 | $40.2M | 0.64% | −2,688−1.2% | Reduced |
| Sabal Trust CO | 228,089 | $39.9M | 2.32% | −134−0.1% | Reduced |
| CBOE Vest Financial, LLC | 226,590 | $39.7M | 1.05% | +60,883+36.7% | Added |
| Mercer Global Advisors Inc | 226,258 | $39.6M | 0.11% | +2,861+1.3% | Added |
| Busey Wealth Management | 223,179 | $39.1M | 1.39% | +135+0.1% | Added |
| LGT Group Foundation | 223,012 | $39.0M | 0.92% | −20,388−8.4% | Reduced |
| Adviser Investments LLC | 221,163 | $38.7M | 0.52% | +3,681+1.7% | Added |
| Regions Financial Corp | 219,323 | $38.4M | 0.29% | −5,800−2.6% | Reduced |
| AE Wealth Management LLC | 217,214 | $38.0M | 0.43% | −100,223−31.6% | Reduced |
| Voloridge Investment Management, LLC | 217,138 | $38.0M | 0.14% | −232,463−51.7% | Reduced |
| Massmutual Trust Co FSB | 216,710 | $37.9M | 1.18% | +3,826+1.8% | Added |
| ABN AMRO Bank N.V. | 216,648 | $37.9M | 0.57% | +13,297+6.5% | Added |
| Rockland Trust Co | 215,989 | $37.8M | 1.99% | +3,762+1.8% | Added |
| Mesirow Financial Investment Management, Inc. | 214,655 | $37.6M | 0.85% | +15,342+7.7% | Added |
| Bokf, NA | 216,346 | $37.4M | 0.68% | −22,460−9.4% | Reduced |
| Journey Strategic Wealth LLC | 208,835 | $36.5M | 1.62% | +1,844+0.9% | Added |
| New York Life Investment Management LLC | 208,062 | $36.4M | 0.36% | −7,052−3.3% | Reduced |
| Pensioenfonds Rail & Ov | 206,500 | $36.1M | 2.62% | −48,733−19.1% | Reduced |
| Yousif Capital Management, LLC | 206,029 | $36.1M | 0.40% | −1,161−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 205,654 | $36.0M | 0.06% | −14,836−6.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 204,990 | $35.9M | 1.22% | −4,111−2.0% | Reduced |
| RWC Asset Management LLP | 204,942 | $35.9M | 2.25% | −12,623−5.8% | Reduced |
| Waters Parkerson & Co., LLC | 204,163 | $35.7M | 1.83% | −2,643−1.3% | Reduced |
| Davenport & Co LLC | 203,618 | $35.6M | 0.22% | +4,965+2.5% | Added |
| Central Trust Co | 203,029 | $35.5M | 0.88% | −4,049−2.0% | Reduced |
| Citadel Advisors LLC | 202,289 | $35.4M | 0.03% | −166,959−45.2% | Reduced |
| Mediolanum International Funds Ltd | 202,718 | $35.2M | 0.57% | +202,718 | New |
| Credential Qtrade Securities Inc. | 200,722 | $35.1M | 1.89% | +31,997+19.0% | Added |
| Tyche Wealth Partners LLC | 199,729 | $35.0M | 8.56% | −6,777−3.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 208,424 | $34.9M | 0.86% | −24,995−10.7% | Reduced |
| CWM, LLC | 198,828 | $34.8M | 0.17% | +37,362+23.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 198,785 | $34.8M | 0.43% | +12,121+6.5% | Added |
| Bryn Mawr Trust Co | 198,615 | $34.8M | 1.33% | +198,615 | New |
| Prime Capital Investment Advisors, LLC | 197,756 | $34.6M | 0.48% | +30,514+18.2% | Added |
| Public Employees Retirement Association of Colorado | 194,141 | $34.0M | 0.15% | −9,362−4.6% | Reduced |
| Systematic Alpha Investments, LLC | 193,425 | $33.9M | 1.36% | 00.0% | Unchanged |
| GWM Advisors LLC | 193,042 | $33.8M | 0.29% | −139,214−41.9% | Reduced |
| TCTC Holdings, LLC | 192,204 | $33.6M | 1.12% | −5,224−2.6% | Reduced |
| Hyman Charles D | 191,968 | $33.6M | 1.86% | −1,555−0.8% | Reduced |
| B&D White Capital Company, LLC | 188,140 | $32.9M | 7.32% | +126,105+203.3% | Added |
| Clark Capital Management Group, Inc. | 187,924 | $32.9M | 0.25% | +642+0.3% | Added |
| Louisiana State Employees Retirement System | 187,800 | $32.9M | 0.64% | −4,600−2.4% | Reduced |
| Azimuth Capital Investment Management LLC | 187,171 | $32.8M | 1.35% | −2,579−1.4% | Reduced |
| Tiaa Trust, National Association | 186,684 | $32.7M | 0.10% | −2,411−1.3% | Reduced |
| WestEnd Advisors, LLC | 186,662 | $32.7M | 0.85% | +670.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 186,524 | $32.6M | 0.14% | +122,459+191.1% | Added |
| Vestcor Inc | 185,707 | $32.5M | 1.11% | −781−0.4% | Reduced |
| Saratoga Research & Investment Management | 185,292 | $32.4M | 1.47% | +114,345+161.2% | Added |
| Absher Wealth Management, LLC | 184,995 | $32.4M | 4.49% | +32,408+21.2% | Added |
| Madison Asset Management, LLC | 184,749 | $32.3M | 0.40% | +15,078+8.9% | Added |
| Private Advisor Group, LLC | 183,335 | $32.1M | 0.23% | −5,016−2.7% | Reduced |
| Donaldson Capital Management, LLC | 183,036 | $32.0M | 1.33% | +10,543+6.1% | Added |
| Brown Brothers Harriman & Co | 181,121 | $31.7M | 0.24% | −2,794−1.5% | Reduced |
| Mutual of America Capital Management LLC | 180,007 | $31.5M | 0.34% | −3,803−2.1% | Reduced |
| Rafferty Asset Management, LLC | 179,970 | $31.5M | 0.12% | +8,508+5.0% | Added |
| TD Waterhouse Canada Inc. | 160,307 | $31.4M | 0.24% | +5,850+3.8% | Added |
| Clarkston Capital Partners, LLC | 178,595 | $31.3M | 0.55% | +1,050+0.6% | Added |
| Kestra Advisory Services, LLC | 177,893 | $31.1M | 0.21% | +15,024+9.2% | Added |
| Pacer Advisors, Inc. | 176,200 | $30.8M | 0.07% | −1,620−0.9% | Reduced |
| Erste Asset Management GmbH | 174,067 | $30.3M | 0.41% | −15,871−8.4% | Reduced |
| Shelton Capital Management | 172,989 | $30.3M | 0.87% | −982−0.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 171,921 | $30.1M | 0.94% | +18,650+12.2% | Added |
| Modera Wealth Management, LLC | 171,745 | $30.1M | 0.46% | +237+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 171,382 | $29.9M | 0.22% | +40,410+30.9% | Added |
| Farmers & Merchants Investments Inc | 168,920 | $29.6M | 1.00% | +221+0.1% | Added |
| McDaniel Terry & Co | 168,208 | $29.4M | 2.62% | −1,831−1.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 167,438 | $29.3M | 1.37% | +167,438 | New |
| Associated Banc-Corp | 165,641 | $29.0M | 0.92% | +2,507+1.5% | Added |
| Baldwin Brothers Inc | 165,170 | $28.9M | 2.18% | −762−0.5% | Reduced |
| British Columbia Investment Management Corp | 164,701 | $28.8M | 0.20% | +6,439+4.1% | Added |
| Atria Wealth Solutions, Inc. | 163,284 | $28.7M | 0.32% | +7,228+4.6% | Added |
| Berkshire Asset Management LLC | 163,962 | $28.7M | 1.52% | +715+0.4% | Added |
| QRG Capital Management, Inc. | 163,803 | $28.7M | 0.36% | −31,337−16.1% | Reduced |
| Oppenheimer & Co Inc | 161,773 | $28.3M | 0.47% | +6,226+4.0% | Added |
| Illinois Municipal Retirement Fund | 161,610 | $28.3M | 0.43% | +13,820+9.4% | Added |
| General American Investors Co Inc | 160,000 | $28.0M | 2.08% | 00.0% | Unchanged |
| Willis Investment Counsel | 158,660 | $27.8M | 1.91% | +60,681+61.9% | Added |
| Villere St Denis J & Co LLC | 156,207 | $27.3M | 2.18% | −3,775−2.4% | Reduced |
| Wesbanco Bank Inc | 152,771 | $26.7M | 1.01% | +28,806+23.2% | Added |
| Park National Corp | 152,413 | $26.7M | 1.03% | −471−0.3% | Reduced |
| Professional Advisory Services Inc | 150,686 | $26.4M | 3.58% | +8,277+5.8% | Added |
| Douglas Lane & Associates, LLC | 149,315 | $26.1M | 0.37% | +10,920+7.9% | Added |
| Empire Life Investments Inc. | 147,858 | $25.9M | 1.59% | −4,655−3.1% | Reduced |
| Spears Abacus Advisors LLC | 146,916 | $25.7M | 0.53% | +129,740+755.4% | Added |
| Argent Capital Management LLC | 146,806 | $25.7M | 0.75% | −2,044−1.4% | Reduced |
| Quantitative Investment Management, LLC | 146,782 | $25.7M | 1.51% | +146,782 | New |
| Cornerstone Capital, Inc. | 146,521 | $25.6M | 2.63% | −7,729−5.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 146,466 | $25.6M | 0.74% | +3,207+2.2% | Added |
| Factory Mutual Insurance Co | 146,200 | $25.6M | 0.29% | −4,600−3.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 146,000 | $25.6M | 0.31% | +25,000+20.7% | Added |
| Cascade Financial Partners, LLC | 150,176 | $25.2M | 3.64% | +150,176 | New |
| Choate Investment Advisors | 143,929 | $25.2M | 0.68% | +751+0.5% | Added |
| NS Partners Ltd | 143,454 | $25.1M | 1.16% | −6,358−4.2% | Reduced |