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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 77,418 | $13.5M | 0.58% | −2,780−3.5% | Reduced |
| Crestwood Advisors Group LLC | 77,367 | $13.5M | 0.30% | −313−0.4% | Reduced |
| FourThought Financial Partners, LLC | 77,226 | $13.5M | 1.55% | +311+0.4% | Added |
| Advisory Services Network, LLC | 76,764 | $13.4M | 0.30% | +5,661+8.0% | Added |
| Vantage Investment Partners, LLC | 76,629 | $13.4M | 1.20% | +697+0.9% | Added |
| QV Investors Inc. | 76,565 | $13.4M | 1.16% | +55,310+260.2% | Added |
| Addenda Capital Inc. | 75,999 | $13.4M | 0.51% | −2,216−2.8% | Reduced |
| Great Valley Advisor Group, Inc. | 76,461 | $13.4M | 0.41% | −953−1.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 75,912 | $13.4M | 0.90% | +2,344+3.2% | Added |
| Integrated Wealth Concepts LLC | 76,267 | $13.3M | 0.19% | +1,658+2.2% | Added |
| South Street Advisors LLC | 75,992 | $13.3M | 2.12% | +575+0.8% | Added |
| Cassaday & Co Wealth Management LLC | 74,764 | $13.1M | 0.43% | +998+1.4% | Added |
| First Financial Bank - Trust Division | 74,747 | $13.1M | 1.26% | −6,659−8.2% | Reduced |
| Sky Investment Group LLC | 74,632 | $13.1M | 2.51% | +420+0.6% | Added |
| Bailard, Inc. | 74,590 | $13.1M | 0.36% | −1,755−2.3% | Reduced |
| Janney Capital Management LLC | 74,491 | $13.0M | 0.87% | −2,597−3.4% | Reduced |
| 1st Source Bank | 74,284 | $13.0M | 0.76% | +65+0.1% | Added |
| WealthPlan Investment Management, LLC | 74,029 | $13.0M | 1.98% | +2,801+3.9% | Added |
| Diversified Trust Co | 73,686 | $12.9M | 0.39% | +17,499+31.1% | Added |
| JLB & Associates Inc | 73,390 | $12.8M | 1.71% | −22,588−23.5% | Reduced |
| Cornerstone Advisors, LLC | 73,300 | $12.8M | 0.53% | −6,100−7.7% | Reduced |
| Resources Management Corp | 73,090 | $12.8M | 1.87% | −1,217−1.6% | Reduced |
| Simmons Bank | 73,017 | $12.8M | 0.96% | −865−1.2% | Reduced |
| Bath Savings Trust Co | 72,887 | $12.8M | 1.35% | +1,199+1.7% | Added |
| Dillon & Associates Inc | 72,818 | $12.7M | 2.00% | −618−0.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 72,486 | $12.7M | 1.19% | −5,077−6.5% | Reduced |
| Old National Bancorp | 72,351 | $12.7M | 0.30% | −1,956−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 72,318 | $12.7M | 0.51% | +3,614+5.3% | Added |
| BNP Paribas | 72,021 | $12.6M | 0.59% | +72,021 | New |
| Centre Asset Management, LLC | 71,856 | $12.6M | 3.00% | +6,312+9.6% | Added |
| Buckingham Strategic Wealth, LLC | 71,729 | $12.6M | 0.13% | −5,968−7.7% | Reduced |
| Bard Financial Services, Inc. | 71,718 | $12.6M | 1.33% | −230.0% | Reduced |
| SpiderRock Advisors, LLC | 73,163 | $12.5M | 0.41% | +73,163 | New |
| North Point Portfolio Managers Corp | 71,534 | $12.5M | 2.12% | +161+0.2% | Added |
| Ingalls & Snyder LLC | 70,784 | $12.4M | 0.55% | −85−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 70,709 | $12.4M | 0.67% | +1,932+2.8% | Added |
| Atlantic Union Bankshares Corp | 70,657 | $12.4M | 1.04% | −3,503−4.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 70,599 | $12.4M | 2.37% | −213−0.3% | Reduced |
| Haverford Financial Services, Inc. | 70,432 | $12.3M | 3.55% | −10,490−13.0% | Reduced |
| Intact Investment Management Inc. | 69,900 | $12.2M | 0.48% | +23,000+49.0% | Added |
| BTC Capital Management, Inc. | 69,651 | $12.2M | 1.11% | +69,651 | New |
| Canandaigua National Bank & Trust Co | 69,395 | $12.1M | 1.79% | +1,260+1.8% | Added |
| New Mexico Educational Retirement Board | 69,285 | $12.1M | 0.44% | −2,400−3.3% | Reduced |
| Enterprise Financial Services Corp | 69,073 | $12.1M | 7.28% | −92−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 68,491 | $12.0M | 0.34% | −698−1.0% | Reduced |
| Alley Investment Management Company, LLC | 68,315 | $12.0M | 1.65% | +445+0.7% | Added |
| Apollon Wealth Management, LLC | 68,232 | $11.9M | 0.38% | +8,119+13.5% | Added |
| Bogart Wealth, LLC | 67,875 | $11.9M | 0.61% | +7,942+13.3% | Added |
| Venturi Wealth Management, LLC | 67,613 | $11.8M | 0.76% | +9,506+16.4% | Added |
| WSFS Capital Management, LLC | 66,768 | $11.7M | 0.66% | −238−0.4% | Reduced |
| Quantinno Capital Management LP | 66,471 | $11.6M | 0.25% | +26,713+67.2% | Added |
| National Asset Management, Inc. | 68,108 | $11.5M | 0.31% | −5,386−7.3% | Reduced |
| Sandy Spring Bank | 65,870 | $11.5M | 0.53% | −515−0.8% | Reduced |
| Connors Investor Services Inc | 65,738 | $11.5M | 1.21% | −18,278−21.8% | Reduced |
| GFS Advisors, LLC | 65,705 | $11.5M | 1.91% | +9,250+16.4% | Added |
| River Road Asset Management, LLC | 65,659 | $11.5M | 0.16% | −17,582−21.1% | Reduced |
| Metis Global Partners, LLC | 65,528 | $11.5M | 0.42% | −3,760−5.4% | Reduced |
| CCM Investment Advisers LLC | 64,807 | $11.3M | 1.36% | +5,784+9.8% | Added |
| Cutler Investment Counsel LLC | 64,014 | $11.3M | 1.51% | −4,356−6.4% | Reduced |
| Equitable Holdings, Inc. | 64,463 | $11.3M | 0.13% | +7,181+12.5% | Added |
| Charter Trust Co | 64,413 | $11.3M | 0.75% | +649+1.0% | Added |
| Wesleyan Assurance Society | 64,300 | $11.3M | 1.00% | 00.0% | Unchanged |
| Agf Management Ltd | 64,139 | $11.2M | 0.06% | −14,391−18.3% | Reduced |
| Novare Capital Management LLC | 63,999 | $11.2M | 1.01% | +4,862+8.2% | Added |
| First Eagle Investment Management, LLC | 63,838 | $11.2M | 0.03% | −237−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 63,684 | $11.1M | 0.16% | +9,776+18.1% | Added |
| Venture Visionary Partners LLC | 63,549 | $11.1M | 0.53% | +260.0% | Added |
| Carret Asset Management, LLC | 63,331 | $11.1M | 1.31% | +775+1.2% | Added |
| Alaska Permanent Fund Corp | 63,075 | $11.0M | 0.16% | +250.0% | Added |
| Pettyjohn, Wood & White, Inc | 62,746 | $11.0M | 2.19% | +611+1.0% | Added |
| Shell Asset Management Co | 66,462 | $11.0M | 0.50% | −4,732−6.6% | Reduced |
| GHP Investment Advisors, Inc. | 62,618 | $11.0M | 0.54% | +1,777+2.9% | Added |
| Valeo Financial Advisors, LLC | 89,164 | $11.0M | 0.39% | +6,329+7.6% | Added |
| SYSTM Wealth Solutions LLC | 62,078 | $10.9M | 1.38% | −6,518−9.5% | Reduced |
| Benin Management CORP | 62,359 | $10.9M | 3.45% | −716−1.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 62,285 | $10.9M | 2.48% | −332−0.5% | Reduced |
| Culbertson A N & Co Inc | 62,234 | $10.9M | 1.88% | +806+1.3% | Added |
| Ally Financial Inc. | 62,000 | $10.9M | 1.46% | +32,000+106.7% | Added |
| BancorpSouth Bank | 61,673 | $10.8M | 0.79% | +35,034+131.5% | Added |
| Avantax Planning Partners, Inc. | 61,487 | $10.8M | 0.35% | +26,528+75.9% | Added |
| Tompkins Financial Corp | 61,425 | $10.7M | 1.22% | −190.0% | Reduced |
| Community Bank, N.A. | 61,303 | $10.7M | 1.41% | +1,407+2.3% | Added |
| Pioneer Trust Bank N A | 61,077 | $10.7M | 2.97% | +588+1.0% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 61,000 | $10.7M | 0.11% | 00.0% | Unchanged |
| Andra AP-fonden | 61,000 | $10.7M | 0.19% | +61,000 | New |
| Verity & Verity, LLC | 60,723 | $10.6M | 1.18% | +24,698+68.6% | Added |
| Patten & Patten Inc | 60,720 | $10.6M | 0.76% | +4,320+7.7% | Added |
| Boston Family Office LLC | 60,651 | $10.6M | 0.76% | +48+0.1% | Added |
| Mizuho Markets Americas LLC | 60,479 | $10.6M | 0.29% | +32,236+114.1% | Added |
| First Horizon Advisors, Inc. | 60,443 | $10.6M | 0.33% | −899−1.5% | Reduced |
| Borer Denton & Associates, Inc. | 60,387 | $10.6M | 3.74% | +41+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 60,232 | $10.5M | 0.13% | +31,465+109.4% | Added |
| Cypress Asset Management Inc | 58,950 | $10.5M | 2.84% | −771−1.3% | Reduced |
| Lockheed Martin Investment Management Co | 60,000 | $10.4M | 0.75% | −4,200−6.5% | Reduced |
| Schmidt P J Investment Management Inc | 59,348 | $10.4M | 1.96% | +1,038+1.8% | Added |
| WoodTrust Financial Corp | 59,253 | $10.4M | 1.64% | +1,081+1.9% | Added |
| Appleton Partners Inc | 58,573 | $10.3M | 0.80% | −3,981−6.4% | Reduced |
| Core Alternative Capital | 58,553 | $10.2M | 1.84% | −4,292−6.8% | Reduced |
| Americana Partners, LLC | 58,527 | $10.2M | 0.86% | +3,343+6.1% | Added |
| Siemens Fonds Invest GmbH | 58,376 | $10.2M | 0.79% | −1,179−2.0% | Reduced |