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 |
|---|---|---|---|---|---|
| Buckingham Capital Management, Inc. | 47,989 | $8.40M | 1.03% | +3,809+8.6% | Added |
| Evergreen Capital Management LLC | 47,674 | $8.37M | 0.32% | +26,171+121.7% | Added |
| Adams Diversified Equity Fund, Inc. | 47,800 | $8.37M | 0.30% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 47,573 | $8.33M | 4.51% | −72−0.2% | Reduced |
| Headinvest, LLC | 47,436 | $8.30M | 1.62% | −103−0.2% | Reduced |
| Ostrum Asset Management | 47,353 | $8.29M | 0.65% | +5,351+12.7% | Added |
| Fred Alger Management, LLC | 47,191 | $8.26M | 0.04% | +2,929+6.6% | Added |
| Chemung Canal Trust Co | 47,181 | $8.26M | 1.59% | −1,825−3.7% | Reduced |
| Resources Investment Advisors, LLC. | 47,133 | $8.25M | 0.13% | −2,822−5.6% | Reduced |
| Whalerock Point Partners, LLC | 47,128 | $8.25M | 2.25% | +752+1.6% | Added |
| Savoir Faire Capital Management, L.P. | 47,062 | $8.24M | 3.79% | −7,945−14.4% | Reduced |
| Fiduciary Alliance LLC | 46,910 | $8.11M | 1.43% | −3,356−6.7% | Reduced |
| Verition Fund Management LLC | 46,325 | $8.11M | 0.08% | −14,759−24.2% | Reduced |
| Chicago Capital, LLC | 46,293 | $8.10M | 0.25% | +313+0.7% | Added |
| Hudson Valley Investment Advisors Inc | 46,234 | $8.09M | 0.97% | +1,396+3.1% | Added |
| SevenBridge Financial Group, LLC | 45,875 | $8.08M | 1.83% | +496+1.1% | Added |
| Alps Advisors Inc | 46,109 | $8.07M | 0.06% | +906+2.0% | Added |
| Allworth Financial LP | 46,064 | $8.06M | 0.06% | +4,462+10.7% | Added |
| Hantz Financial Services, Inc. | 45,809 | $8.02M | 0.16% | −3,799−7.7% | Reduced |
| KCM Investment Advisors LLC | 45,652 | $7.99M | 0.30% | −173−0.4% | Reduced |
| Oak Harvest Investment Services | 45,636 | $7.99M | 1.33% | +14,002+44.3% | Added |
| GYL Financial Synergies, LLC | 45,629 | $7.99M | 0.63% | −1,373−2.9% | Reduced |
| Perigon Wealth Management, LLC | 45,538 | $7.97M | 0.24% | +2,399+5.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 45,357 | $7.94M | 0.55% | −3,624−7.4% | Reduced |
| Bowen Hanes & Co Inc | 45,280 | $7.92M | 0.23% | −225,550−83.3% | Reduced |
| WealthPLAN Partners, LLC | 45,256 | $7.92M | 0.82% | −11,550−20.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 45,183 | $7.91M | 0.45% | +12,598+38.7% | Added |
| Papp L Roy & Associates | 45,069 | $7.89M | 0.94% | +105+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 45,036 | $7.88M | 0.63% | +1,090+2.5% | Added |
| Bright Rock Capital Management, LLC | 45,000 | $7.88M | 1.63% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 44,876 | $7.85M | 1.38% | +565+1.3% | Added |
| Wedbush Securities Inc | 44,864 | $7.85M | 0.29% | −750−1.6% | Reduced |
| Greenwood Capital Associates LLC | 44,638 | $7.81M | 1.04% | −6,602−12.9% | Reduced |
| Vestor Capital, LLC | 44,543 | $7.80M | 0.66% | −1,012−2.2% | Reduced |
| Everence Capital Management Inc | 44,129 | $7.72M | 0.51% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 44,060 | $7.71M | 3.45% | −125−0.3% | Reduced |
| Parallel Advisors, LLC | 43,940 | $7.69M | 0.21% | +594+1.4% | Added |
| Taurus Asset Management, LLC | 43,783 | $7.66M | 0.78% | −540−1.2% | Reduced |
| Iowa State Bank | 43,642 | $7.64M | 1.69% | −712−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 43,613 | $7.63M | 0.20% | +95+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 45,148 | $7.60M | 1.46% | +469+1.0% | Added |
| Veriti Management LLC | 43,340 | $7.58M | 0.56% | +1,381+3.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 43,290 | $7.58M | 2.08% | +417+1.0% | Added |
| Alpine Woods Capital Investors, LLC | 43,036 | $7.57M | 1.50% | +8,953+26.3% | Added |
| First National Bank & Trust Co of Newtown | 43,232 | $7.57M | 1.53% | −815−1.9% | Reduced |
| JGP Wealth Management, LLC | 43,148 | $7.55M | 1.10% | +800+1.9% | Added |
| Searle & Co. | 43,012 | $7.53M | 1.92% | +20.0% | Added |
| Allianz SE | 42,591 | $7.45M | 0.23% | +42,591 | New |
| Warren Averett Asset Management, LLC | 42,543 | $7.45M | 0.18% | +17,573+70.4% | Added |
| Principal Street Partners, LLC | 42,113 | $7.43M | 1.40% | +11,221+36.3% | Added |
| Woodmont Investment Counsel LLC | 42,414 | $7.42M | 0.63% | +1,609+3.9% | Added |
| Grand Jean Capital Management Inc | 42,408 | $7.42M | 1.96% | −6,450−13.2% | Reduced |
| Ar Asset Management Inc | 42,209 | $7.39M | 1.80% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 41,838 | $7.37M | 1.54% | +8,633+26.0% | Added |
| Roundview Capital LLC | 42,080 | $7.36M | 0.60% | −2,315−5.2% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 42,032 | $7.36M | 4.06% | −92,953−68.9% | Reduced |
| Visionary Wealth Advisors | 41,716 | $7.30M | 0.49% | +35,978+627.0% | Added |
| Cullen Investment Group, Ltd. | 42,230 | $7.24M | 1.14% | −782−1.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 40,921 | $7.19M | 0.56% | +2,245+5.8% | Added |
| LMG Wealth Partners, LLC | 40,954 | $7.17M | 1.81% | −1,474−3.5% | Reduced |
| AustralianSuper Pty Ltd | 41,361 | $7.15M | 0.04% | −199,139−82.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 40,861 | $7.15M | 0.48% | +1,218+3.1% | Added |
| Stokes Capital Advisors, LLC | 40,789 | $7.14M | 2.08% | +3,892+10.5% | Added |
| Van Strum & Towne Inc. | 40,691 | $7.12M | 2.60% | −370−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 40,674 | $7.12M | 0.64% | +25,430+166.8% | Added |
| Close Asset Management Ltd | 40,588 | $7.10M | 0.26% | −3,135−7.2% | Reduced |
| Cornerstone Wealth Group, LLC | 40,435 | $7.08M | 0.65% | +4,579+12.8% | Added |
| Pavion Blue Capital, LLC | 40,408 | $7.07M | 3.50% | +3,073+8.2% | Added |
| Lafayette Investments, Inc. | 40,170 | $7.03M | 1.58% | +906+2.3% | Added |
| Longbow Finance SA | 40,167 | $7.03M | 0.71% | −48,013−54.4% | Reduced |
| M&R Capital Management Inc | 40,150 | $7.02M | 1.72% | −310−0.8% | Reduced |
| Alberta Investment Management Corp | 40,000 | $7.00M | 0.07% | −8,525−17.6% | Reduced |
| David Loasby | 40,851 | $6.97M | 0.71% | +428+1.1% | Added |
| Generate Investment Management Ltd | 39,811 | $6.97M | 0.55% | −30,087−43.0% | Reduced |
| WS Portfolio Advisory, LLC | 39,811 | $6.97M | 1.23% | +39,811 | New |
| American Assets Investment Management, LLC | 39,800 | $6.97M | 0.66% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 39,794 | $6.96M | 2.26% | +1,538+4.0% | Added |
| Intrust Bank NA | 39,769 | $6.96M | 0.75% | −881−2.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 39,692 | $6.95M | 0.54% | +14,020+54.6% | Added |
| Investment House LLC | 39,520 | $6.92M | 0.41% | +6,330+19.1% | Added |
| Caldwell Trust Co | 39,403 | $6.90M | 0.80% | −538−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 39,121 | $6.88M | 1.35% | −3,075−7.3% | Reduced |
| Sage Capital Advisors,llc | 39,119 | $6.85M | 1.98% | +1,740+4.7% | Added |
| Bernzott Capital Advisors | 39,029 | $6.83M | 2.70% | +8,684+28.6% | Added |
| Howland Capital Management LLC | 38,729 | $6.83M | 0.33% | −960−2.4% | Reduced |
| Lountzis Asset Management, LLC | 38,727 | $6.83M | 3.23% | +175+0.5% | Added |
| Bleakley Financial Group, LLC | 38,910 | $6.81M | 0.20% | −462−1.2% | Reduced |
| Boston Financial Mangement LLC | 38,845 | $6.80M | 0.22% | −1,524−3.8% | Reduced |
| Lindbrook Capital, LLC | 38,840 | $6.80M | 0.64% | −510−1.3% | Reduced |
| Pallas Capital Advisors LLC | 38,642 | $6.76M | 0.28% | +3,696+10.6% | Added |
| Whitener Capital Management, Inc. | 38,533 | $6.74M | 2.21% | +2,001+5.5% | Added |
| Change Path, LLC | 38,480 | $6.73M | 0.27% | +26,930+233.2% | Added |
| Jackson Hole Capital Partners, LLC | 38,170 | $6.68M | 1.53% | +365+1.0% | Added |
| Capital Investment Advisors, LLC | 38,029 | $6.66M | 0.16% | −1,111−2.8% | Reduced |
| Marietta Wealth Management, LLC | 37,966 | $6.64M | 1.10% | +1,000+2.7% | Added |
| Global Retirement Partners, LLC | 37,895 | $6.63M | 0.25% | +868+2.3% | Added |
| Grassi Investment Management | 37,800 | $6.62M | 0.60% | 00.0% | Unchanged |
| Destination Wealth Management | 37,687 | $6.60M | 0.22% | +1,119+3.1% | Added |
| Buckingham Strategic Partners | 37,666 | $6.59M | 0.19% | +31,612+522.2% | Added |
| Coston, McIsaac & Partners | 37,654 | $6.59M | 2.12% | +624+1.7% | Added |