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 |
|---|---|---|---|---|---|
| Virginia Wealth Management Group, Inc. | 22,646 | $3.85M | 2.41% | +4,529+25.0% | Added |
| HBW Advisory Services LLC | 22,656 | $3.85M | 0.56% | −2,648−10.5% | Reduced |
| Koshinski Asset Management, Inc. | 22,710 | $3.86M | 0.33% | +486+2.2% | Added |
| Bank of New Hampshire | 22,792 | $3.88M | 0.97% | −692−2.9% | Reduced |
| Boit C F David | 22,900 | $3.88M | 1.92% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 22,861 | $3.89M | 1.64% | −24,881−52.1% | Reduced |
| Stonegate Investment Group, LLC | 22,883 | $3.89M | 0.10% | +3,225+16.4% | Added |
| Peloton Wealth Strategists | 22,885 | $3.89M | 1.55% | −1,530−6.3% | Reduced |
| Fragasso Group Inc. | 22,941 | $3.90M | 0.30% | −445−1.9% | Reduced |
| ProVise Management Group, LLC | 22,955 | $3.90M | 0.31% | +6,634+40.6% | Added |
| Fulton Bank, N.A. | 22,983 | $3.91M | 0.15% | +3,992+21.0% | Added |
| Northeast Financial Consultants Inc | 22,995 | $3.91M | 0.17% | −101−0.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,011 | $3.91M | 2.31% | +70.0% | Added |
| Payden & Rygel | 23,100 | $3.93M | 0.30% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 23,186 | $3.94M | 0.10% | −1,574−6.4% | Reduced |
| Simplicity Wealth,LLC | 23,378 | $3.98M | 0.37% | −38,676−62.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 23,472 | $3.99M | 0.93% | −588−2.4% | Reduced |
| XTX Topco Ltd | 23,535 | $4.00M | 0.29% | +13,184+127.4% | Added |
| Claro Advisors LLC | 23,536 | $4.00M | 0.52% | +1,319+5.9% | Added |
| Selway Asset Management | 23,572 | $4.01M | 1.57% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 23,588 | $4.01M | 1.24% | +369+1.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,591 | $4.01M | 0.75% | +326+1.4% | Added |
| Kidder Stephen W | 23,618 | $4.02M | 1.19% | −3,651−13.4% | Reduced |
| IFP Advisors, Inc | 23,679 | $4.03M | 0.15% | +2,158+10.0% | Added |
| Gladstone Institutional Advisory LLC | 23,747 | $4.04M | 0.20% | −412−1.7% | Reduced |
| Compass Wealth Management LLC | 23,794 | $4.05M | 0.95% | −515−2.1% | Reduced |
| Mathes Company, Inc. | 23,831 | $4.05M | 1.43% | +500+2.1% | Added |
| Horizon Investments, LLC | 23,890 | $4.06M | 0.11% | +10.0% | Added |
| IMC-Chicago, LLC | 23,914 | $4.07M | 0.12% | +23,914 | New |
| Anchor Investment Management, LLC | 23,987 | $4.08M | 0.38% | −2,372−9.0% | Reduced |
| Plancorp, LLC | 24,039 | $4.09M | 0.17% | −149−0.6% | Reduced |
| Princeton Global Asset Management LLC | 24,056 | $4.09M | 0.80% | +352+1.5% | Added |
| J.W. Cole Advisors, Inc. | 24,071 | $4.09M | 0.17% | +3,688+18.1% | Added |
| Thoroughbred Financial Services, LLC | 24,103 | $4.10M | 0.26% | +69+0.3% | Added |
| Congress Wealth Management LLC | 24,157 | $4.11M | 0.05% | +10,476+76.6% | Added |
| J. W. Coons Advisors, LLC | 24,186 | $4.11M | 1.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 24,209 | $4.12M | 0.13% | −1,749−6.7% | Reduced |
| Inscription Capital, LLC | 24,240 | $4.12M | 0.61% | −987−3.9% | Reduced |
| St. Clair Advisors, LLC | 24,269 | $4.13M | 1.17% | −146−0.6% | Reduced |
| Exencial Wealth Advisors, LLC | 24,282 | $4.13M | 0.15% | −473−1.9% | Reduced |
| Waterloo Capital, L.P. | 24,372 | $4.14M | 0.45% | +181+0.7% | Added |
| Edgewood Management LLC | 24,421 | $4.15M | 0.01% | −100.0% | Reduced |
| Kennedy Capital Management, Inc. | 24,423 | $4.15M | 0.09% | −387−1.6% | Reduced |
| Spring Capital Management, LLC | 24,865 | $4.21M | 3.42% | +1,630+7.0% | Added |
| Naples Global Advisors, LLC | 24,821 | $4.22M | 0.39% | −34−0.1% | Reduced |
| Altrius Capital Management Inc | 24,883 | $4.23M | 1.06% | +1,219+5.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,948 | $4.24M | 0.26% | +12,941+107.8% | Added |
| Kavar Capital Partners Group, LLC | 25,026 | $4.26M | 0.67% | +570+2.3% | Added |
| Atlas Brown,Inc. | 25,037 | $4.26M | 1.47% | −396−1.6% | Reduced |
| GAMMA Investing LLC | 25,124 | $4.27M | 0.42% | +4,676+22.9% | Added |
| Global Retirement Partners, LLC | 25,184 | $4.28M | 0.13% | −2,139−7.8% | Reduced |
| LMCG Investments, LLC | 25,187 | $4.28M | 0.26% | −80.0% | Reduced |
| Laurel Wealth Advisors LLC | 25,244 | $4.29M | 0.69% | −1,096−4.2% | Reduced |
| Peninsula Asset Management Inc | 25,258 | $4.30M | 2.17% | +346+1.4% | Added |
| Aristotle Capital Management, LLC | 25,276 | $4.30M | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25,280 | $4.30M | 0.46% | −18,612−42.4% | Reduced |
| Vista Investment Partners LLC | 25,283 | $4.30M | 1.38% | +371+1.5% | Added |
| Shufro Rose & Co LLC | 26,094 | $4.30M | 0.35% | 00.0% | Unchanged |
| Grace & White Inc | 25,390 | $4.32M | 0.78% | 00.0% | Unchanged |
| Strategic Advisors LLC | 25,450 | $4.33M | 0.81% | −103−0.4% | Reduced |
| Columbia Asset Management | 25,458 | $4.33M | 0.76% | −431−1.7% | Reduced |
| Azzad Asset Management Inc | 25,472 | $4.33M | 0.49% | −210−0.8% | Reduced |
| Bayesian Capital Management, LP | 25,500 | $4.34M | 0.51% | +25,500 | New |
| Bangor Savings Bank | 25,502 | $4.34M | 0.41% | −39−0.2% | Reduced |
| Middleton & Co Inc | 25,507 | $4.34M | 0.48% | +518+2.1% | Added |
| Bill Few Associates, Inc. | 25,539 | $4.34M | 1.54% | +917+3.7% | Added |
| Ipswich Investment Management Co., Inc. | 25,557 | $4.35M | 1.01% | +50+0.2% | Added |
| Braun Stacey Associates Inc | 25,604 | $4.35M | 0.17% | −74,508−74.4% | Reduced |
| Elk River Wealth Management, LLC | 25,633 | $4.36M | 0.79% | +831+3.4% | Added |
| Covington Investment Advisors Inc. | 25,638 | $4.36M | 0.66% | +280+1.1% | Added |
| Reynders McVeigh Capital Management, LLC | 25,708 | $4.37M | 0.23% | −710−2.7% | Reduced |
| Fundamentun, LLC | 25,713 | $4.37M | 0.31% | +1,437+5.9% | Added |
| Principal Securities, Inc. | 25,715 | $4.37M | 0.11% | −2,927−10.2% | Reduced |
| BLB&B Advisors, LLC | 25,752 | $4.38M | 0.22% | −155−0.6% | Reduced |
| PFC Capital Group, Inc. | 25,767 | $4.38M | 2.11% | −400−1.5% | Reduced |
| TRUE Private Wealth Advisors | 25,791 | $4.39M | 0.52% | −2,883−10.1% | Reduced |
| First PREMIER Bank | 25,787 | $4.39M | 1.09% | −437−1.7% | Reduced |
| Hayek Kallen Investment Management | 25,847 | $4.39M | 1.56% | −107−0.4% | Reduced |
| Biltmore Family Office, LLC | 25,866 | $4.40M | 0.75% | +534+2.1% | Added |
| Univest Financial Corp | 25,875 | $4.40M | 0.29% | +22,641+700.1% | Added |
| Smithbridge Asset Management Inc | 25,957 | $4.41M | 0.76% | +3,382+15.0% | Added |
| Commonwealth Retirement Investments LLC | 25,982 | $4.42M | 1.85% | +181+0.7% | Added |
| First Interstate Bank | 25,983 | $4.42M | 0.27% | −517−2.0% | Reduced |
| Asio Capital, LLC | 26,061 | $4.43M | 0.84% | +213+0.8% | Added |
| Northwest & Ethical Investments L.P. | 26,069 | $4.43M | 0.12% | −4,915−15.9% | Reduced |
| Diamant Asset Management, Inc. | 26,070 | $4.43M | 2.78% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 26,077 | $4.43M | 0.32% | +19,167+277.4% | Added |
| Capital Asset Advisory Services LLC | 26,029 | $4.44M | 0.22% | +584+2.3% | Added |
| Exeter Financial, LLC | 26,128 | $4.44M | 1.97% | +2,165+9.0% | Added |
| American Money Management, LLC | 26,135 | $4.44M | 0.89% | −233−0.9% | Reduced |
| Builder Investment Group Inc | 26,146 | $4.45M | 1.19% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 26,968 | $4.45M | 1.19% | 00.0% | Unchanged |
| NBC Securities, Inc. | 26,174 | $4.45M | 0.37% | −97−0.4% | Reduced |
| Hohimer Wealth Management, LLC | 26,250 | $4.46M | 0.96% | +40.0% | Added |
| WBH Advisory Inc | 26,260 | $4.47M | 0.42% | −31−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 27,219 | $4.48M | 0.62% | −2,671−8.9% | Reduced |
| SeaCrest Wealth Management, LLC | 26,383 | $4.49M | 0.48% | −151−0.6% | Reduced |
| SS&H Financial Advisors, Inc. | 26,400 | $4.49M | 1.64% | −400−1.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 26,446 | $4.50M | 0.50% | +15,883+150.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 26,513 | $4.51M | 0.10% | −839−3.1% | Reduced |