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, Q2 2024
Institutional positions in PepsiCo Inc as of Jun 30, 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
- 3,331
- +10 vs. Q1 2024
- Shares held
- 1.01B
- +11.7M (+1.2%) vs. Q1 2024
- Total value
- $167.0B
- −$8.16B (−4.7%) vs. Q1 2024
- New holders
- 165
- 1,463 more added
- Sold out
- 155
- 1,335 more reduced
50 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 76,818 | $12.7M | 0.16% | +13,134+20.6% | Added |
| Warren Averett Asset Management, LLC | 76,286 | $12.6M | 0.25% | +33,743+79.3% | Added |
| St Germain D J Co Inc | 76,186 | $12.6M | 0.61% | −1,627−2.1% | Reduced |
| Howe & Rusling Inc | 75,871 | $12.5M | 1.14% | −1,663−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 75,837 | $12.5M | 0.17% | −430−0.6% | Reduced |
| Crestwood Advisors Group LLC | 75,542 | $12.5M | 0.26% | −1,825−2.4% | Reduced |
| Abn Amro Investment Solutions | 75,310 | $12.4M | 0.23% | +44,757+146.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 75,210 | $12.4M | 0.54% | +62,794+505.8% | Added |
| Lowe Brockenbrough & Co Inc | 74,989 | $12.4M | 0.82% | −923−1.2% | Reduced |
| Diversified Trust Co | 74,945 | $12.4M | 0.35% | +1,259+1.7% | Added |
| Cassaday & Co Wealth Management LLC | 74,634 | $12.3M | 0.39% | −130−0.2% | Reduced |
| National Asset Management, Inc. | 74,612 | $12.3M | 0.31% | +6,504+9.5% | Added |
| Sky Investment Group LLC | 74,268 | $12.2M | 2.34% | −364−0.5% | Reduced |
| North Star Investment Management Corp. | 74,206 | $12.2M | 0.90% | −3,628−4.7% | Reduced |
| Bath Savings Trust Co | 74,172 | $12.2M | 1.30% | +1,285+1.8% | Added |
| Advisory Services Network, LLC | 73,985 | $12.2M | 0.25% | −2,779−3.6% | Reduced |
| Vinva Investment Management Ltd | 73,131 | $12.2M | 0.63% | +20,004+37.7% | Added |
| Resources Management Corp | 73,611 | $12.1M | 1.77% | +521+0.7% | Added |
| Centre Asset Management, LLC | 73,480 | $12.1M | 2.78% | +1,624+2.3% | Added |
| JLB & Associates Inc | 73,109 | $12.1M | 1.63% | −281−0.4% | Reduced |
| First Financial Bank - Trust Division | 73,080 | $12.1M | 1.19% | −1,667−2.2% | Reduced |
| Cornerstone Advisors, LLC | 72,900 | $12.0M | 0.49% | −400−0.5% | Reduced |
| WealthPlan Investment Management, LLC | 72,607 | $12.0M | 1.81% | −1,422−1.9% | Reduced |
| Simmons Bank | 72,407 | $11.9M | 0.90% | −610−0.8% | Reduced |
| Old National Bancorp | 72,089 | $11.9M | 0.28% | −262−0.4% | Reduced |
| North Point Portfolio Managers Corp | 72,010 | $11.9M | 2.09% | +476+0.7% | Added |
| Bailard, Inc. | 71,815 | $11.8M | 0.33% | −2,775−3.7% | Reduced |
| Vantage Investment Partners, LLC | 71,709 | $11.8M | 1.07% | −4,920−6.4% | Reduced |
| Quantinno Capital Management LP | 71,694 | $11.8M | 0.21% | +5,223+7.9% | Added |
| Dillon & Associates Inc | 71,568 | $11.8M | 1.73% | −1,250−1.7% | Reduced |
| Bard Financial Services, Inc. | 71,468 | $11.8M | 1.22% | −250−0.3% | Reduced |
| Agf Management Ltd | 70,739 | $11.7M | 0.06% | +6,600+10.3% | Added |
| Apollon Wealth Management, LLC | 70,551 | $11.6M | 0.35% | +2,319+3.4% | Added |
| Beese Fulmer Investment Management, Inc. | 70,500 | $11.6M | 1.06% | −1,986−2.7% | Reduced |
| Capstone Investment Advisors, LLC | 70,483 | $11.6M | 0.25% | +61,352+671.9% | Added |
| 1st Source Bank | 70,405 | $11.6M | 0.68% | −3,879−5.2% | Reduced |
| Venturi Wealth Management, LLC | 69,992 | $11.5M | 0.68% | +2,379+3.5% | Added |
| Haverford Financial Services, Inc. | 69,981 | $11.5M | 3.46% | −451−0.6% | Reduced |
| Ingalls & Snyder LLC | 69,570 | $11.5M | 0.50% | −1,214−1.7% | Reduced |
| RSM US Wealth Management LLC | 70,176 | $11.5M | 0.19% | +37,064+111.9% | Added |
| Canandaigua National Bank & Trust Co | 69,434 | $11.5M | 1.24% | +39+0.1% | Added |
| Cornerstone Wealth Group, LLC | 69,394 | $11.4M | 1.02% | +28,959+71.6% | Added |
| New Mexico Educational Retirement Board | 69,285 | $11.4M | 0.40% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 68,863 | $11.4M | 1.55% | +548+0.8% | Added |
| Enterprise Financial Services Corp | 67,342 | $11.1M | 6.84% | −1,731−2.5% | Reduced |
| CCM Investment Advisers LLC | 67,252 | $11.1M | 1.30% | +2,445+3.8% | Added |
| Equitable Holdings, Inc. | 66,787 | $11.0M | 0.12% | +2,324+3.6% | Added |
| WSFS Capital Management, LLC | 66,374 | $11.0M | 0.60% | −394−0.6% | Reduced |
| GFS Advisors, LLC | 543 | $10.9M | 1.80% | −65,162−99.2% | Reduced |
| Metis Global Partners, LLC | 65,946 | $10.9M | 0.37% | +418+0.6% | Added |
| Parallax Volatility Advisers, L.P. | 65,627 | $10.8M | 0.28% | +65,627 | New |
| Sandy Spring Bank | 65,407 | $10.8M | 0.48% | −463−0.7% | Reduced |
| Moran Wealth Management, LLC | 65,253 | $10.8M | 0.35% | −17,600−21.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 65,206 | $10.8M | 0.11% | −6,523−9.1% | Reduced |
| GHP Investment Advisors, Inc. | 65,171 | $10.7M | 0.54% | +2,553+4.1% | Added |
| Venture Visionary Partners LLC | 64,580 | $10.7M | 0.49% | +1,031+1.6% | Added |
| Carret Asset Management, LLC | 64,319 | $10.6M | 1.24% | +988+1.6% | Added |
| Wesleyan Assurance Society | 64,300 | $10.6M | 0.92% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 64,310 | $10.6M | 0.98% | −5,341−7.7% | Reduced |
| BancorpSouth Bank | 63,991 | $10.6M | 0.79% | +2,318+3.8% | Added |
| Alaska Permanent Fund Corp | 60,938 | $10.5M | 0.16% | −2,137−3.4% | Reduced |
| Novare Capital Management LLC | 63,766 | $10.5M | 0.95% | −233−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 63,518 | $10.5M | 0.34% | +2,031+3.3% | Added |
| Thompson Siegel & Walmsley LLC | 63,476 | $10.5M | 0.17% | +11,525+22.2% | Added |
| Cutler Investment Counsel LLC | 63,469 | $10.5M | 1.42% | −545−0.9% | Reduced |
| Osborne Partners Capital Management, LLC | 63,435 | $10.5M | 0.63% | +5,894+10.2% | Added |
| Matthew Goff Investment Advisor, LLC | 63,397 | $10.5M | 2.13% | +5,695+9.9% | Added |
| Charter Trust Co | 63,378 | $10.5M | 0.69% | −1,035−1.6% | Reduced |
| First Eagle Investment Management, LLC | 63,170 | $10.4M | 0.02% | −668−1.0% | Reduced |
| Steel Peak Wealth Management LLC | 62,956 | $10.4M | 0.49% | +53,554+569.6% | Added |
| River Road Asset Management, LLC | 62,743 | $10.3M | 0.15% | −2,916−4.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 62,599 | $10.3M | 2.35% | +314+0.5% | Added |
| Benin Management CORP | 62,556 | $10.3M | 3.13% | +197+0.3% | Added |
| First Horizon Advisors, Inc. | 62,481 | $10.3M | 0.31% | +2,038+3.4% | Added |
| Connors Investor Services Inc | 62,411 | $10.3M | 1.07% | −3,327−5.1% | Reduced |
| Simplicity Wealth,LLC | 62,054 | $10.2M | 0.23% | +5,513+9.8% | Added |
| Culbertson A N & Co Inc | 61,864 | $10.2M | 1.78% | −370−0.6% | Reduced |
| Eldred Rock Partners, LLC | 61,710 | $10.2M | 4.25% | +26,922+77.4% | Added |
| Nomura Holdings Inc | 61,703 | $10.2M | 0.07% | +4,170+7.2% | Added |
| Pensionmark Financial Group, LLC | 61,615 | $10.2M | 0.63% | +49,284+399.7% | Added |
| Valeo Financial Advisors, LLC | 88,990 | $10.2M | 0.32% | −174−0.2% | Reduced |
| Community Bank, N.A. | 61,416 | $10.1M | 1.33% | +113+0.2% | Added |
| Pettyjohn, Wood & White, Inc | 61,404 | $10.1M | 1.97% | −1,342−2.1% | Reduced |
| Tompkins Financial Corp | 61,153 | $10.1M | 1.06% | −272−0.4% | Reduced |
| FORA Capital, LLC | 61,080 | $10.1M | 1.23% | −55,720−47.7% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 61,000 | $10.1M | 0.10% | 00.0% | Unchanged |
| Verity & Verity, LLC | 61,000 | $10.1M | 1.10% | +277+0.5% | Added |
| Viking Fund Management LLC | 61,000 | $10.1M | 1.80% | +6,000+10.9% | Added |
| Foster Victor Wealth Advisors, LLC | 60,957 | $10.0M | 0.84% | +6,069+11.1% | Added |
| WoodTrust Financial Corp | 60,876 | $10.0M | 1.56% | +1,623+2.7% | Added |
| Borer Denton & Associates, Inc. | 60,719 | $10.0M | 3.64% | +332+0.5% | Added |
| Hilton Capital Management, LLC | 60,413 | $9.96M | 0.84% | +2,415+4.2% | Added |
| Penobscot Investment Management Company, Inc. | 60,359 | $9.96M | 0.96% | +6,943+13.0% | Added |
| Pioneer Trust Bank N A | 60,272 | $9.94M | 2.68% | −805−1.3% | Reduced |
| Patten & Patten Inc | 60,206 | $9.93M | 0.69% | −514−0.8% | Reduced |
| Grimes & Company, Inc. | 59,857 | $9.87M | 0.30% | +30,571+104.4% | Added |
| E. Ohman J:or Asset Management AB | 59,560 | $9.82M | 0.24% | +3,050+5.4% | Added |
| Camden National Bank | 59,539 | $9.82M | 1.52% | +6,915+13.1% | Added |
| Schmidt P J Investment Management Inc | 59,366 | $9.79M | 1.79% | +180.0% | Added |
| Toth Financial Advisory Corp | 59,122 | $9.75M | 1.24% | +2,163+3.8% | Added |