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
- 3,353
- +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
- 1,422 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 |
|---|---|---|---|---|---|
| Eldridge Investment Advisors, Inc. | 1,627 | $277.0K | 0.07% | 00.0% | Unchanged |
| Firestone Capital Management | 1,634 | $277.9K | 0.07% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,635 | $278.0K | 0.10% | +103+6.7% | Added |
| MKT Advisors LLC | 1,640 | $278.1K | 0.13% | −90−5.2% | Reduced |
| Fort, L.P. | 1,636 | $278.2K | 0.70% | −26−1.6% | Reduced |
| Thrive Capital Management, LLC | 1,639 | $278.8K | 0.13% | +236+16.8% | Added |
| O'Brien Greene & Co. Inc | 1,642 | $279.2K | 0.09% | −425−20.6% | Reduced |
| Sage Rhino Capital LLC | 1,645 | $279.7K | 0.06% | −6−0.4% | Reduced |
| Oxford Asset Management LLP | 1,648 | $280.2K | 0.23% | +1,648 | New |
| Skyline Advisors, Inc. | 1,654 | $281.3K | 0.12% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 1,655 | $281.4K | 0.12% | −40−2.4% | Reduced |
| ROI Financial Advisors, LLC | 1,655 | $281.4K | 0.19% | +306+22.7% | Added |
| Mach-1 Financial Group, Inc. | 1,655 | $281.6K | 0.17% | +71+4.5% | Added |
| ASB Consultores, LLC | 1,657 | $281.8K | 0.11% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,663 | $283.0K | 0.05% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,667 | $283.5K | 0.07% | +132+8.6% | Added |
| RVW Wealth, LLC | 1,667 | $283.6K | 0.03% | +411+32.7% | Added |
| Richard C. Young & CO., LTD. | 1,669 | $283.9K | 0.03% | +51+3.2% | Added |
| Hanover Advisors Inc | 1,678 | $285.3K | 0.12% | −84−4.8% | Reduced |
| Richard P Slaughter Associates Inc | 1,680 | $285.7K | 0.07% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,682 | $286.0K | 0.06% | +33+2.0% | Added |
| Facet Wealth, Inc. | 1,728 | $286.1K | 0.01% | +451+35.3% | Added |
| Grant/GrossMendelsohn, LLC | 1,685 | $286.5K | 0.12% | +88+5.5% | Added |
| Aspire Capital Advisors LLC | 1,690 | $287.4K | 0.09% | −3−0.2% | Reduced |
| Ellevest, Inc. | 1,691 | $287.5K | 0.02% | −39−2.3% | Reduced |
| Green Square Capital Advisors LLC | 1,692 | $287.6K | 0.04% | +33+2.0% | Added |
| United Bank | 1,694 | $288.1K | 0.13% | 00.0% | Unchanged |
| James Hambro & Partners | 1,697 | $288.5K | 0.01% | −115−6.3% | Reduced |
| Paradigm Capital Management Inc | 1,700 | $289.1K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,703 | $289.6K | 0.08% | −141−7.6% | Reduced |
| Ferguson Shapiro LLC | 1,705 | $289.9K | 0.11% | +1,705 | New |
| Affinity Capital Advisors, LLC | 1,706 | $290.1K | 0.06% | −57−3.2% | Reduced |
| Sunpointe, LLC | 1,721 | $292.7K | 0.24% | +435+33.8% | Added |
| Two Sigma Securities, LLC | 1,722 | $292.8K | 0.02% | +465+37.0% | Added |
| Jacobsen Capital Management | 1,724 | $293.2K | 0.12% | +22+1.3% | Added |
| Ellerson Group Inc | 1,730 | $294.2K | 0.23% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,733 | $294.7K | 0.09% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,739 | $295.6K | 0.16% | −229−11.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,739 | $295.7K | 0.17% | −191−9.9% | Reduced |
| Bruce G. Allen Investments, LLC | 1,740 | $295.9K | 0.23% | +5+0.3% | Added |
| Dempze Nancy E | 1,745 | $296.7K | 0.17% | −125−6.7% | Reduced |
| American Financial Advisors, LLC | 1,748 | $297.2K | 0.04% | +32+1.9% | Added |
| Values Added Financial LLC | 1,748 | $297.2K | 0.19% | +39+2.3% | Added |
| Chelsea Counsel Co | 1,750 | $297.6K | 0.15% | −25−1.4% | Reduced |
| BigSur Wealth Management LLC | 1,750 | $297.6K | 0.08% | 00.0% | Unchanged |
| Monument Capital Management | 1,751 | $297.7K | 0.08% | −771−30.6% | Reduced |
| Orion Investment Co | 1,752 | $297.9K | 0.12% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,753 | $298.1K | 0.23% | −200−10.2% | Reduced |
| Fiduciary Financial Group, LLC | 1,754 | $298.8K | 0.07% | −14−0.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,760 | $299.2K | 0.15% | +5+0.3% | Added |
| Tranquilli Financial Advisor LLC | 1,760 | $299.3K | 0.19% | −82−4.5% | Reduced |
| Sandbox Financial Partners, LLC | 1,766 | $300.3K | 0.11% | −15−0.8% | Reduced |
| Blue Investment Partners LLC | 1,767 | $300.5K | 0.12% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,770 | $301.0K | 0.13% | +55+3.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,770 | $301.0K | 0.02% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,771 | $301.2K | 0.02% | +101+6.0% | Added |
| Global Assets Advisory, LLC | 1,761 | $301.8K | 0.17% | −14−0.8% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,777 | $302.2K | 0.12% | −5−0.3% | Reduced |
| Lazari Capital Management, Inc. | 1,779 | $302.5K | 0.13% | +56+3.3% | Added |
| Arbor Investment Advisors, LLC | 1,779 | $302.5K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,783 | $303.2K | 0.07% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,786 | $303.8K | 0.13% | +335+23.1% | Added |
| Ironwood Financial, llc | 1,788 | $304.1K | 0.06% | −84−4.5% | Reduced |
| Verus Financial Partners, Inc. | 1,775 | $304.2K | 0.03% | +7+0.4% | Added |
| Brio Consultants, LLC | 1,790 | $304.4K | 0.05% | +142+8.6% | Added |
| Centerpoint Advisors, LLC | 1,795 | $305.0K | 0.11% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,792 | $305.6K | 0.15% | +492+37.8% | Added |
| Rockbridge Investment Management, LCC | 1,799 | $305.9K | 0.04% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,800 | $306.1K | 0.03% | −95,888−98.2% | Reduced |
| Orgel Wealth Management, LLC | 1,800 | $306.1K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 1,802 | $306.4K | 0.29% | +1,802 | New |
| RDA Financial Network | 1,806 | $307.1K | 0.10% | +58+3.3% | Added |
| Vance Wealth, Inc. | 1,807 | $307.3K | 0.12% | −24−1.3% | Reduced |
| Phraction Management LLC | 1,809 | $307.6K | 0.11% | +1,809 | New |
| Dunhill Financial, LLC | 1,813 | $308.2K | 0.16% | +146+8.8% | Added |
| Worth Financial Advisory Group, LLC | 1,813 | $308.4K | 0.18% | +22+1.2% | Added |
| AXS Investments LLC | 1,815 | $308.6K | 0.08% | −352−16.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,815 | $308.7K | 0.12% | +32+1.8% | Added |
| Shulman DeMeo Asset Management LLC | 1,816 | $308.9K | 0.08% | +12+0.7% | Added |
| Arvest Bank Trust Division | 1,827 | $310.7K | 0.02% | +1,827 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,828 | $310.8K | 0.07% | +1,828 | New |
| JSF Financial, LLC | 1,831 | $311.3K | 0.09% | −4−0.2% | Reduced |
| Graham Capital Wealth Management, LLC | 1,831 | $311.4K | 0.32% | −50−2.7% | Reduced |
| Pettinga Financial Advisors, LLC | 1,832 | $311.5K | 0.07% | −50−2.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 1,802 | $311.7K | 0.15% | +6+0.3% | Added |
| Financial Planning & Information Services, Inc. | 1,836 | $312.2K | 0.04% | 00.0% | Unchanged |
| NBW Capital LLC | 1,841 | $313.1K | 0.06% | +159+9.5% | Added |
| Meridian Wealth Partners, LLC | 1,841 | $313.1K | 0.05% | +1+0.1% | Added |
| Range Financial Group LLC | 1,843 | $313.4K | 0.43% | −1,212−39.7% | Reduced |
| Semus Wealth Partners LLC | 1,849 | $314.5K | 0.22% | +90+5.1% | Added |
| C2C Wealth Management, LLC | 1,894 | $314.6K | 0.29% | −192−9.2% | Reduced |
| Acorn Creek Capital LLC | 1,857 | $315.8K | 0.17% | +189+11.3% | Added |
| Lathrop Investment Management Corp | 1,865 | $317.0K | 0.06% | +200+12.0% | Added |
| Wealth Management Associates, Inc. | 1,865 | $317.1K | 0.14% | +2+0.1% | Added |
| Independent Wealth Network Inc. | 1,866 | $317.3K | 0.14% | −155−7.7% | Reduced |
| Bey-Douglas LLC | 1,866 | $317.4K | 0.28% | +61+3.4% | Added |
| Benchmark Wealth Management, LLC | 1,871 | $318.2K | 0.16% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,871 | $318.2K | 0.16% | −79−4.1% | Reduced |
| TCFG Wealth Management, LLC | 1,872 | $318.3K | 0.16% | +1,872 | New |
| Central Valley Advisors, LLC | 1,875 | $318.8K | 0.18% | −2−0.1% | Reduced |