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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| Albion Financial Group | 38,869 | $6.61M | 0.46% | +1,295+3.4% | Added |
| Jefferies Financial Group Inc. | 38,893 | $6.61M | 0.11% | +30,930+388.4% | Added |
| Lountzis Asset Management, LLC | 39,071 | $6.64M | 2.76% | +438+1.1% | Added |
| Perigon Wealth Management, LLC | 39,085 | $6.65M | 0.18% | −523−1.3% | Reduced |
| Eastover Investment Advisors LLC | 39,114 | $6.65M | 3.11% | +2,759+7.6% | Added |
| Bleakley Financial Group, LLC | 39,116 | $6.65M | 0.20% | −1,079−2.7% | Reduced |
| Capital Investment Advisors, LLC | 39,184 | $6.66M | 0.14% | +96+0.2% | Added |
| Boston Financial Mangement LLC | 39,242 | $6.67M | 0.20% | +179+0.5% | Added |
| Private Capital Management LLC | 39,323 | $6.69M | 1.21% | −10,628−21.3% | Reduced |
| Coston, McIsaac & Partners | 39,344 | $6.69M | 1.89% | +868+2.3% | Added |
| Tradewinds, LLC. | 39,368 | $6.69M | 2.06% | +1,583+4.2% | Added |
| Change Path, LLC | 39,456 | $6.71M | 0.23% | +23,527+147.7% | Added |
| FIL Ltd | 39,608 | $6.74M | 0.01% | +462+1.2% | Added |
| Crestline Management, LP | 39,627 | $6.74M | 0.38% | +39,627 | New |
| American Assets Investment Management, LLC | 39,800 | $6.77M | 0.59% | 00.0% | Unchanged |
| Investment House LLC | 39,815 | $6.77M | 0.37% | −650−1.6% | Reduced |
| Sage Capital Advisors,llc | 39,827 | $6.77M | 1.77% | +353+0.9% | Added |
| Siemens Fonds Invest GmbH | 51,378 | $6.78M | 0.54% | −145−0.3% | Reduced |
| Intrust Bank NA | 39,943 | $6.79M | 0.68% | +518+1.3% | Added |
| Woodmont Investment Counsel LLC | 40,138 | $6.83M | 0.51% | −257−0.6% | Reduced |
| Lafayette Investments, Inc. | 40,275 | $6.85M | 1.44% | −85−0.2% | Reduced |
| Brady Family Wealth, LLC | 40,405 | $6.87M | 2.06% | +178+0.4% | Added |
| Howard Capital Management Inc. | 40,518 | $6.89M | 0.11% | +38,473+1,881.3% | Added |
| Bowen Hanes & Co Inc | 40,615 | $6.91M | 0.18% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 40,668 | $6.92M | 0.48% | −3,674−8.3% | Reduced |
| Intech Investment Management LLC | 40,676 | $6.92M | 0.08% | −2,636−6.1% | Reduced |
| Van Strum & Towne Inc. | 40,735 | $6.93M | 2.40% | +114+0.3% | Added |
| Buckhead Capital Management LLC | 40,757 | $6.93M | 2.19% | +2,429+6.3% | Added |
| Westpac Banking Corp | 40,772 | $6.93M | 0.46% | −13,450−24.8% | Reduced |
| Assetmark, Inc | 40,780 | $6.93M | 0.02% | +6,704+19.7% | Added |
| Ashton Thomas Private Wealth, LLC | 40,796 | $6.94M | 0.37% | −225−0.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 40,930 | $6.96M | 0.42% | −340−0.8% | Reduced |
| Wedbush Securities Inc | 41,030 | $6.98M | 0.26% | −3,851−8.6% | Reduced |
| Denali Advisors LLC | 41,074 | $6.98M | 0.75% | +41,074 | New |
| Parallel Advisors, LLC | 41,139 | $7.00M | 0.17% | −1,748−4.1% | Reduced |
| CX Institutional | 41,184 | $7.00M | 0.31% | +27,643+204.1% | Added |
| First National Bank & Trust Co of Newtown | 41,240 | $7.01M | 1.34% | −533−1.3% | Reduced |
| Pavion Blue Capital, LLC | 41,295 | $7.02M | 3.27% | +357+0.9% | Added |
| Raab & Moskowitz Asset Management LLC | 41,615 | $7.08M | 1.79% | +3,286+8.6% | Added |
| Iowa State Bank | 41,939 | $7.13M | 1.47% | −1,912−4.4% | Reduced |
| Whitener Capital Management, Inc. | 41,942 | $7.13M | 2.02% | +1,286+3.2% | Added |
| Hantz Financial Services, Inc. | 41,959 | $7.13M | 0.13% | −1,619−3.7% | Reduced |
| Foundations Investment Advisors, LLC | 42,108 | $7.16M | 0.15% | +8,496+25.3% | Added |
| Ar Asset Management Inc | 42,209 | $7.18M | 1.60% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 42,332 | $7.20M | 1.61% | −76−0.2% | Reduced |
| David Loasby | 43,079 | $7.26M | 0.69% | +915+2.2% | Added |
| Ascent Group, LLC | 42,837 | $7.28M | 0.55% | +11,553+36.9% | Added |
| Stokes Capital Advisors, LLC | 42,926 | $7.30M | 1.87% | −2,235−4.9% | Reduced |
| Alps Advisors Inc | 43,013 | $7.31M | 0.05% | −3,081−6.7% | Reduced |
| Searle & Co. | 43,068 | $7.32M | 1.83% | −487−1.1% | Reduced |
| Allianz SE | 43,096 | $7.33M | 0.20% | +505+1.2% | Added |
| Evergreen Capital Management LLC | 43,163 | $7.34M | 0.25% | −5,112−10.6% | Reduced |
| Equitable Holdings, Inc. | 43,289 | $7.36M | 0.07% | −23,498−35.2% | Reduced |
| Ironwood Investment Counsel, LLC | 43,296 | $7.36M | 1.23% | −1,726−3.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 43,454 | $7.39M | 0.34% | −5,457−11.2% | Reduced |
| Greenwood Capital Associates LLC | 43,477 | $7.39M | 0.96% | −271−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 43,534 | $7.40M | 0.17% | −217−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 43,966 | $7.48M | 1.68% | +491+1.1% | Added |
| Stonebridge Capital Management Inc | 44,010 | $7.48M | 2.97% | −50−0.1% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 44,326 | $7.54M | 1.95% | +670+1.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 44,381 | $7.55M | 1.28% | −1,415−3.1% | Reduced |
| JGP Wealth Management, LLC | 44,719 | $7.60M | 0.98% | +1,074+2.5% | Added |
| KCM Investment Advisors LLC | 44,722 | $7.61M | 0.26% | −10.0% | Reduced |
| Bright Rock Capital Management, LLC | 45,000 | $7.65M | 1.54% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 44,840 | $7.72M | 0.33% | +3,992+9.8% | Added |
| Ostrum Asset Management | 45,616 | $7.76M | 0.64% | +2,150+4.9% | Added |
| LMG Wealth Partners, LLC | 45,653 | $7.76M | 1.78% | +1,327+3.0% | Added |
| Alpine Woods Capital Investors, LLC | 47,408 | $7.79M | 1.37% | −9,649−16.9% | Reduced |
| Headinvest, LLC | 45,872 | $7.80M | 1.44% | −709−1.5% | Reduced |
| Papp L Roy & Associates | 46,061 | $7.83M | 0.95% | +289+0.6% | Added |
| Valicenti Advisory Services Inc | 46,218 | $7.86M | 2.02% | +7,180+18.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 46,429 | $7.90M | 4.20% | −1,498−3.1% | Reduced |
| Neville Rodie & Shaw Inc | 46,538 | $7.91M | 0.58% | −2,757−5.6% | Reduced |
| SevenBridge Financial Group, LLC | 48,215 | $7.92M | 1.53% | +1,872+4.0% | Added |
| Hutner Capital Management Inc | 46,918 | $7.98M | 3.97% | +156+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 47,096 | $8.01M | 0.15% | −1,173−2.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 47,456 | $8.07M | 0.16% | −2,076−4.2% | Reduced |
| Core Alternative Capital | 47,497 | $8.08M | 1.56% | −4,780−9.1% | Reduced |
| Visionary Wealth Advisors | 47,524 | $8.08M | 0.49% | +2,870+6.4% | Added |
| Empirical Finance, LLC | 47,541 | $8.08M | 0.47% | +996+2.1% | Added |
| Allworth Financial LP | 47,771 | $8.12M | 0.05% | −1,860−3.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 47,800 | $8.13M | 0.30% | 00.0% | Unchanged |
| M&R Capital Management Inc | 47,992 | $8.16M | 1.80% | −139−0.3% | Reduced |
| Granite Investment Partners, LLC | 48,100 | $8.18M | 0.35% | −3,732−7.2% | Reduced |
| Whalerock Point Partners, LLC | 48,184 | $8.19M | 1.95% | +1,147+2.4% | Added |
| Buckingham Capital Management, Inc. | 48,379 | $8.23M | 0.94% | −335−0.7% | Reduced |
| Hunter Associates Investment Management LLC | 48,452 | $8.25M | 1.28% | +50.0% | Added |
| Chicago Capital, LLC | 48,622 | $8.27M | 0.23% | +539+1.1% | Added |
| Dynamic Advisor Solutions LLC | 48,779 | $8.29M | 0.25% | +1,432+3.0% | Added |
| Avantax Planning Partners, Inc. | 48,837 | $8.30M | 0.30% | −14,681−23.1% | Reduced |
| Tower Research Capital LLC (TRC) | 48,942 | $8.32M | 0.22% | −113,773−69.9% | Reduced |
| Jasper Ridge Partners, L.P. | 49,000 | $8.33M | 0.24% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 49,111 | $8.35M | 0.13% | −2,164−4.2% | Reduced |
| Wills Financial Group, Inc. | 49,164 | $8.36M | 3.51% | +1,014+2.1% | Added |
| Letson Investment Management, Inc. | 49,204 | $8.37M | 3.29% | −45−0.1% | Reduced |
| Shelter Mutual Insurance Co | 51,020 | $8.37M | 2.00% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 49,308 | $8.38M | 1.64% | −1,728−3.4% | Reduced |
| Gotham Asset Management, LLC | 49,384 | $8.40M | 0.09% | +40,162+435.5% | Added |
| Plante Moran Financial Advisors, LLC | 49,401 | $8.40M | 0.72% | −180−0.4% | Reduced |
| Fulcrum Capital LLC | 49,465 | $8.41M | 1.83% | +188+0.4% | Added |