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, Q3 2024
Institutional positions in PepsiCo Inc as of Sep 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
- 3,352
- +64 vs. Q2 2024
- Shares held
- 1.01B
- +113.0M (+12.5%) vs. Q2 2024
- Total value
- $172.1B
- +$23.4B (+15.7%) vs. Q2 2024
- New holders
- 186
- 1,362 more added
- Sold out
- 122
- 1,421 more reduced
42 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Outfitter Financial LLC | 14,011 | $2.38M | 1.97% | −557−3.8% | Reduced |
| Schrum Private Wealth Management LLC | 14,040 | $2.39M | 1.23% | +4,954+54.5% | Added |
| Aspen Investment Management Inc | 14,056 | $2.39M | 1.11% | −25−0.2% | Reduced |
| Liberty Capital Management, Inc. | 14,059 | $2.39M | 0.53% | −389−2.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 14,072 | $2.39M | 0.55% | −1,879−11.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,075 | $2.39M | 0.09% | −815−5.5% | Reduced |
| Inlet Private Wealth, LLC | 14,086 | $2.40M | 0.61% | −50−0.4% | Reduced |
| Focus Financial Network, Inc. | 14,098 | $2.40M | 0.10% | −619−4.2% | Reduced |
| Saybrook Capital | 14,105 | $2.40M | 0.68% | +1,003+7.7% | Added |
| Angeles Wealth Management, LLC | 14,134 | $2.40M | 0.21% | +639+4.7% | Added |
| Cigna Investments Inc | 14,146 | $2.40M | 0.43% | −183−1.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 14,150 | $2.41M | 0.51% | +2,554+22.0% | Added |
| IMS Capital Management | 14,246 | $2.42M | 1.09% | +10.0% | Added |
| XML Financial, LLC | 14,252 | $2.42M | 0.22% | +358+2.6% | Added |
| Mechanics Financial Corp | 14,271 | $2.43M | 1.06% | +335+2.4% | Added |
| ZWJ Investment Counsel Inc | 14,301 | $2.43M | 0.10% | −100−0.7% | Reduced |
| Cornerstone Enterprises, LLC | 14,308 | $2.43M | 1.52% | +903+6.7% | Added |
| Parkside Financial Bank & Trust | 14,318 | $2.43M | 0.34% | −482−3.3% | Reduced |
| Delaney Dennis R | 14,399 | $2.45M | 1.26% | −320−2.2% | Reduced |
| CenterBook Partners LP | 14,400 | $2.45M | 0.15% | +14,400 | New |
| Lawson Kroeker Investment Management Inc | 14,407 | $2.45M | 0.45% | −75−0.5% | Reduced |
| CFO4Life Group, LLC | 14,407 | $2.45M | 0.43% | −105−0.7% | Reduced |
| MONECO Advisors, LLC | 14,409 | $2.45M | 0.30% | +1,016+7.6% | Added |
| Bulltick Wealth Management, LLC | 14,438 | $2.46M | 0.61% | −18,861−56.6% | Reduced |
| Larson Financial Group LLC | 14,463 | $2.46M | 0.14% | +3,910+37.1% | Added |
| Conscious Wealth Investments, LLC | 14,269 | $2.47M | 1.70% | +401+2.9% | Added |
| Jmac Enterprises LLC | 14,523 | $2.47M | 0.39% | +351+2.5% | Added |
| Chicago Partners Investment Group LLC | 14,286 | $2.47M | 0.09% | +997+7.5% | Added |
| Boyd Watterson Asset Management LLC | 14,604 | $2.48M | 0.68% | +2,425+19.9% | Added |
| Aries Wealth Management | 14,638 | $2.49M | 0.68% | −1,577−9.7% | Reduced |
| Quilter Plc | 14,670 | $2.49M | 0.05% | −4,428−23.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,675 | $2.50M | 0.17% | −1,436−8.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,751 | $2.51M | 0.30% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 14,786 | $2.51M | 0.12% | −1,192−7.5% | Reduced |
| Cornerstone Wealth Management, LLC | 14,862 | $2.53M | 0.18% | +2,138+16.8% | Added |
| West Branch Capital LLC | 14,901 | $2.53M | 0.88% | +643+4.5% | Added |
| Chesapeake Asset Management LLC | 14,911 | $2.54M | 2.20% | +175+1.2% | Added |
| Oxler Private Wealth LLC | 14,941 | $2.54M | 0.89% | +108+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 14,955 | $2.54M | 0.34% | −5,706−27.6% | Reduced |
| TCI Wealth Advisors, Inc. | 14,979 | $2.55M | 0.21% | +67+0.4% | Added |
| Osprey Private Wealth LLC | 14,990 | $2.55M | 1.79% | +14,990 | New |
| Suncoast Equity Management | 14,992 | $2.55M | 0.29% | +408+2.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.55M | 0.55% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 15,004 | $2.55M | 0.31% | −112−0.7% | Reduced |
| CWA Asset Management Group, LLC | 15,041 | $2.56M | 0.14% | +15,041 | New |
| Strategic Blueprint, LLC | 15,045 | $2.56M | 0.16% | −1,550−9.3% | Reduced |
| Banco Santander, S.A. | 15,069 | $2.56M | 0.03% | −266−1.7% | Reduced |
| Dover Advisors, LLC | 15,111 | $2.57M | 1.46% | +50.0% | Added |
| LCNB Corp | 15,174 | $2.58M | 0.91% | −217−1.4% | Reduced |
| Smartleaf Asset Management LLC | 15,225 | $2.59M | 0.31% | +3,921+34.7% | Added |
| Magnus Financial Group LLC | 15,243 | $2.59M | 0.26% | +84+0.6% | Added |
| Guardian Wealth Management, Inc. | 15,300 | $2.60M | 1.83% | +233+1.5% | Added |
| Family Legacy, Inc. | 15,336 | $2.61M | 0.87% | +256+1.7% | Added |
| Naviter Wealth, LLC | 15,353 | $2.61M | 0.36% | −1,059−6.5% | Reduced |
| Arkadios Wealth Advisors | 15,365 | $2.61M | 0.15% | +2,133+16.1% | Added |
| Foresight Capital Management Advisors, Inc. | 15,366 | $2.61M | 1.55% | +1,277+9.1% | Added |
| Trustco Bank Corp N Y | 15,367 | $2.61M | 2.62% | −50−0.3% | Reduced |
| Perpetual Ltd | 15,414 | $2.62M | 0.03% | −83−0.5% | Reduced |
| BSW Wealth Partners | 15,419 | $2.62M | 0.39% | −254−1.6% | Reduced |
| Tower View Investment Management & Research LLC | 15,423 | $2.62M | 1.44% | −1,092−6.6% | Reduced |
| Sweet Financial Partners, LLC | 15,433 | $2.62M | 0.57% | −518−3.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,436 | $2.62M | 1.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 15,445 | $2.63M | 0.18% | +10.0% | Added |
| Prosperity Consulting Group, LLC | 15,467 | $2.63M | 0.21% | +8,690+128.2% | Added |
| TrinityPoint Wealth, LLC | 15,499 | $2.64M | 0.38% | +204+1.3% | Added |
| Benedict Financial Advisors Inc | 15,527 | $2.64M | 0.62% | −541−3.4% | Reduced |
| Finer Wealth Management, Inc. | 15,547 | $2.64M | 1.63% | −51−0.3% | Reduced |
| Capital Wealth Planning, LLC | 15,571 | $2.65M | 0.02% | +10,976+238.9% | Added |
| Rothschild Investment LLC | 15,593 | $2.65M | 0.17% | −671−4.1% | Reduced |
| Viewpoint Capital Management LLC | 15,624 | $2.66M | 1.48% | +660+4.4% | Added |
| StrongBox Wealth, LLC | 15,852 | $2.70M | 1.15% | +1,225+8.4% | Added |
| Bank of Hawaii | 15,854 | $2.70M | 0.11% | +365+2.4% | Added |
| Lee Danner & Bass Inc | 15,857 | $2.70M | 0.19% | −23−0.1% | Reduced |
| Connable Office Inc | 15,861 | $2.70M | 0.27% | +89+0.6% | Added |
| Agate Pass Investment Management, LLC | 15,893 | $2.70M | 1.35% | −103−0.6% | Reduced |
| Excalibur Management Corp | 15,903 | $2.70M | 1.03% | −136−0.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,937 | $2.71M | 0.37% | +70.0% | Added |
| Simplex Trading, LLC | 15,947 | $2.71M | 0.09% | +15,947 | New |
| SageView Advisory Group, LLC | 15,961 | $2.71M | 0.14% | −7,870−33.0% | Reduced |
| Brookmont Capital Management | 15,980 | $2.72M | 1.40% | −371−2.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 15,996 | $2.72M | 0.10% | +4,992+45.4% | Added |
| Investment Advisory Services Inc | 16,019 | $2.72M | 0.96% | −284−1.7% | Reduced |
| Ameritas Advisory Services, LLC | 16,026 | $2.73M | 0.12% | +378+2.4% | Added |
| Pitcairn Co | 16,036 | $2.73M | 0.16% | −1,938−10.8% | Reduced |
| Puzo Michael J | 16,045 | $2.73M | 0.71% | −3,174−16.5% | Reduced |
| Howard Financial Services, Ltd. | 16,070 | $2.73M | 0.39% | −1,324−7.6% | Reduced |
| Lake Street Advisors Group, LLC | 16,104 | $2.74M | 0.13% | −6,115−27.5% | Reduced |
| Martin Capital Partners, LLC | 16,131 | $2.74M | 1.36% | −5,176−24.3% | Reduced |
| EPG Wealth Management LLC | 16,177 | $2.75M | 0.69% | +16,177 | Added |
| Orser Capital Management, LLC | 16,226 | $2.76M | 2.15% | +75+0.5% | Added |
| 44 Wealth Management LLC | 15,970 | $2.76M | 0.97% | +15,970 | New |
| Redmond Asset Management, LLC | 16,272 | $2.77M | 0.87% | +539+3.4% | Added |
| Syon Capital LLC | 16,288 | $2.77M | 0.25% | −1,242−7.1% | Reduced |
| Sciencast Management LP | 16,317 | $2.77M | 0.82% | +6,816+71.7% | Added |
| PYA Waltman Capital, LLC | 16,328 | $2.78M | 0.91% | +926+6.0% | Added |
| Geneos Wealth Management Inc. | 16,363 | $2.78M | 0.11% | +5,285+47.7% | Added |
| Leelyn Smith, LLC | 16,368 | $2.78M | 0.50% | +432+2.7% | Added |
| Studio Investment Management LLC | 16,372 | $2.78M | 0.59% | +264+1.6% | Added |
| Mystic Asset Management, Inc. | 16,372 | $2.78M | 1.05% | −49−0.3% | Reduced |
| Ritholtz Wealth Management | 16,438 | $2.80M | 0.08% | +647+4.1% | Added |