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 | 3,566 | $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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 58,321 | $10.2M | 0.31% | −1,206−2.0% | Reduced |
| New Capital Management LP | 58,296 | $10.2M | 3.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 58,270 | $10.2M | 0.04% | +9,048+18.4% | Added |
| Linscomb & Williams, Inc. | 58,139 | $10.2M | 0.52% | −991−1.7% | Reduced |
| Hilton Capital Management, LLC | 57,998 | $10.2M | 0.91% | −88−0.2% | Reduced |
| Granite Investment Partners, LLC | 57,972 | $10.1M | 0.39% | −3,575−5.8% | Reduced |
| Farmers Trust Co | 57,795 | $10.1M | 2.04% | −2,068−3.5% | Reduced |
| Swiss Life Asset Management Ltd | 57,786 | $10.1M | 0.14% | −204,307−78.0% | Reduced |
| Meridian Wealth Management, LLC | 57,785 | $10.1M | 1.68% | +2,527+4.6% | Added |
| Matthew Goff Investment Advisor, LLC | 57,702 | $10.1M | 2.04% | +1,432+2.5% | Added |
| M. Kraus & Co | 57,638 | $10.1M | 3.06% | +219+0.4% | Added |
| Osborne Partners Capital Management, LLC | 57,541 | $10.1M | 0.62% | +1,905+3.4% | Added |
| Nomura Holdings Inc | 57,533 | $10.1M | 0.08% | +28,010+94.9% | Added |
| CIC Wealth, LLC | 57,472 | $10.1M | 2.93% | −1,712−2.9% | Reduced |
| LS Investment Advisors, LLC | 57,407 | $10.0M | 1.59% | −823−1.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 57,252 | $10.0M | 2.08% | −24,902−30.3% | Reduced |
| Community Trust & Investment Co | 57,146 | $10.0M | 0.70% | −131−0.2% | Reduced |
| Toth Financial Advisory Corp | 56,959 | $9.97M | 1.25% | +989+1.8% | Added |
| Simplicity Wealth,LLC | 56,541 | $9.90M | 0.24% | +51,573+1,038.1% | Added |
| E. Ohman J:or Asset Management AB | 56,510 | $9.89M | 0.25% | +2,610+4.8% | Added |
| Toroso Investments, LLC | 56,296 | $9.85M | 0.17% | −657−1.2% | Reduced |
| McCollum Christoferson Group LLC | 56,240 | $9.84M | 2.85% | −204−0.4% | Reduced |
| Stockman Wealth Management, Inc. | 56,191 | $9.83M | 1.74% | +3,043+5.7% | Added |
| Narwhal Capital Management | 55,995 | $9.80M | 0.96% | +2,573+4.8% | Added |
| Intech Investment Management LLC | 55,978 | $9.80M | 0.14% | −13,753−19.7% | Reduced |
| Abbrea Capital, LLC | 55,343 | $9.76M | 1.28% | −6,345−10.3% | Reduced |
| Metropolitan Life Insurance Co | 55,434 | $9.70M | 0.42% | −529−0.9% | Reduced |
| FineMark National Bank & Trust | 55,313 | $9.68M | 0.36% | +1,033+1.9% | Added |
| Bragg Financial Advisors, Inc | 55,120 | $9.65M | 0.43% | +1,334+2.5% | Added |
| Spire Wealth Management | 55,072 | $9.64M | 0.26% | +611+1.1% | Added |
| JB Capital LLC | 55,059 | $9.64M | 0.64% | +5,740+11.6% | Added |
| Viking Fund Management LLC | 55,000 | $9.63M | 1.74% | −6,000−9.8% | Reduced |
| PFG Investments, LLC | 54,961 | $9.62M | 0.58% | +43,430+376.6% | Added |
| Park Avenue Securities LLC | 54,782 | $9.59M | 0.12% | −131−0.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 54,724 | $9.58M | 1.15% | +6,360+13.2% | Added |
| Smithfield Trust Co | 54,535 | $9.57M | 0.51% | −690−1.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 43,168 | $9.55M | 2.34% | −56−0.1% | Reduced |
| Merit Financial Group, LLC | 54,200 | $9.55M | 0.23% | +20,061+58.8% | Added |
| Churchill Management Corp | 54,277 | $9.50M | 0.12% | −27,756−33.8% | Reduced |
| Jacobi Capital Management LLC | 54,222 | $9.49M | 0.88% | +873+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 54,121 | $9.47M | 0.40% | −1,902−3.4% | Reduced |
| North Star Asset Management Inc | 53,953 | $9.44M | 0.45% | +8,650+19.1% | Added |
| Sather Financial Group Inc | 53,786 | $9.41M | 0.68% | −26,667−33.1% | Reduced |
| Tritonpoint Wealth, LLC | 56,615 | $9.41M | 0.98% | −1,008−1.7% | Reduced |
| Dorchester Wealth Management Co | 53,680 | $9.39M | 1.69% | +850+1.6% | Added |
| LaFleur & Godfrey LLC | 53,559 | $9.37M | 1.39% | −2,458−4.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 53,416 | $9.35M | 0.99% | +2,847+5.6% | Added |
| Coldstream Capital Management Inc | 53,285 | $9.33M | 0.24% | +1,950+3.8% | Added |
| Old Point Trust & Financial Services N A | 53,221 | $9.31M | 3.39% | −295−0.6% | Reduced |
| Vinva Investment Management Ltd | 53,127 | $9.30M | 0.53% | +4,551+9.4% | Added |
| Evoke Wealth, LLC | 52,629 | $9.28M | 0.28% | +52,629 | New |
| Edmond de Rothschild Holding S.A. | 52,979 | $9.27M | 0.15% | +1,355+2.6% | Added |
| Trust Co of Toledo NA | 52,956 | $9.27M | 1.45% | −774−1.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,888 | $9.24M | 0.84% | +2,964+5.7% | Added |
| Camden National Bank | 52,624 | $9.21M | 1.63% | −597−1.1% | Reduced |
| Allied Investment Advisors, LLC | 52,404 | $9.17M | 2.21% | +2,414+4.8% | Added |
| Omers Administration Corp | 52,400 | $9.17M | 0.10% | 00.0% | Unchanged |
| Lincoln National Corp | 52,036 | $9.11M | 0.14% | +5,381+11.5% | Added |
| BKD Wealth Advisors, LLC | 52,014 | $9.10M | 0.23% | +16,927+48.2% | Added |
| Neville Rodie & Shaw Inc | 52,012 | $9.10M | 0.69% | −2,528−4.6% | Reduced |
| Executive Wealth Management, LLC | 52,563 | $9.09M | 0.80% | −3,113−5.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 51,951 | $9.09M | 0.14% | −66−0.1% | Reduced |
| Mengis Capital Management, Inc. | 51,950 | $9.09M | 1.40% | +1,417+2.8% | Added |
| First Nebraska Trust Co | 51,763 | $9.06M | 0.93% | −504−1.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 51,695 | $9.05M | 0.87% | +143+0.3% | Added |
| Kinneret Advisory, LLC | 51,310 | $9.04M | 0.90% | −160−0.3% | Reduced |
| DoubleLine ETF Adviser LP | 51,631 | $9.04M | 2.30% | +51,631 | New |
| Courier Capital LLC | 51,426 | $9.00M | 0.65% | −1,324−2.5% | Reduced |
| Hendley & Co Inc | 51,332 | $8.98M | 3.21% | +263+0.5% | Added |
| Talbot Financial, LLC | 51,240 | $8.97M | 1.20% | +703+1.4% | Added |
| Parsons Capital Management Inc | 51,086 | $8.94M | 0.61% | −1,240−2.4% | Reduced |
| Shelter Mutual Insurance Co | 51,020 | $8.93M | 2.30% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 51,010 | $8.93M | 0.57% | −3,815−7.0% | Reduced |
| Moneta Group Investment Advisors LLC | 50,267 | $8.80M | 0.14% | −1,480−2.9% | Reduced |
| Rakuten Investment Management, Inc. | 50,207 | $8.79M | 0.06% | +46,807+1,376.7% | Added |
| Renaissance Investment Group LLC | 50,113 | $8.77M | 2.01% | +437+0.9% | Added |
| Ferguson Wellman Capital Management, Inc | 49,987 | $8.75M | 0.18% | −100.0% | Reduced |
| Private Capital Management LLC | 49,968 | $8.74M | 1.93% | −658−1.3% | Reduced |
| Jump Financial, LLC | 49,936 | $8.74M | 0.24% | +49,936 | New |
| Empirical Finance, LLC | 49,761 | $8.71M | 0.53% | +1,648+3.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 49,742 | $8.71M | 4.83% | −591−1.2% | Reduced |
| Dynamic Advisor Solutions LLC | 49,711 | $8.70M | 0.29% | +6,089+14.0% | Added |
| Plante Moran Financial Advisors, LLC | 49,661 | $8.69M | 0.93% | −323,562−86.7% | Reduced |
| Ibex Wealth Advisors | 48,084 | $8.69M | 2.35% | +48,047+129,856.8% | Added |
| FIL Ltd | 49,289 | $8.63M | 0.01% | −212,196−81.2% | Reduced |
| Letson Investment Management, Inc. | 49,240 | $8.62M | 3.64% | +1,368+2.9% | Added |
| Fulcrum Capital LLC | 49,207 | $8.61M | 2.04% | +276+0.6% | Added |
| Douglass Winthrop Advisors, LLC | 49,049 | $8.58M | 0.18% | −806−1.6% | Reduced |
| Jasper Ridge Partners, L.P. | 49,000 | $8.58M | 0.27% | +49,000 | New |
| Mattern Capital Management, LLC | 48,905 | $8.56M | 1.16% | +5,364+12.3% | Added |
| Hunter Associates Investment Management LLC | 48,841 | $8.56M | 1.44% | −561−1.1% | Reduced |
| HighPoint Advisor Group LLC | 47,257 | $8.55M | 0.60% | −70.0% | Reduced |
| South State Corp. | 48,596 | $8.50M | 0.66% | −1,511−3.0% | Reduced |
| Webster Bank, N. A. | 48,462 | $8.48M | 0.95% | −739−1.5% | Reduced |
| Westpac Banking Corp | 48,302 | $8.45M | 0.64% | +14,074+41.1% | Added |
| Mitchell Sinkler & Starr | 48,292 | $8.45M | 2.11% | −30,752−38.9% | Reduced |
| Wills Financial Group, Inc. | 48,181 | $8.43M | 3.97% | −50−0.1% | Reduced |
| River Wealth Advisors LLC | 48,173 | $8.43M | 1.23% | +1,804+3.9% | Added |
| Wetherby Asset Management Inc | 48,160 | $8.43M | 0.40% | −1,588−3.2% | Reduced |
| Plato Investment Management Ltd | 48,032 | $8.41M | 0.87% | +42,211+725.2% | Added |