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 |
|---|---|---|---|---|---|
| Claar Advisors LLC | 35,340 | $6.01M | 2.02% | 00.0% | Unchanged |
| Addison Capital Co | 35,269 | $6.00M | 2.42% | −40−0.1% | Reduced |
| First Personal Financial Services | 35,221 | $5.99M | 1.27% | −28−0.1% | Reduced |
| Concentric Wealth Management, LLC | 35,212 | $5.99M | 1.46% | +164+0.5% | Added |
| NewEdge Wealth, LLC | 35,197 | $5.99M | 0.11% | +7,971+29.3% | Added |
| Principal Street Partners, LLC | 35,304 | $5.98M | 0.98% | −6,530−15.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,844 | $5.93M | 1.32% | −110−0.3% | Reduced |
| Hills Bank & Trust Co | 34,692 | $5.90M | 0.45% | −841−2.4% | Reduced |
| Peterson Wealth Management | 34,691 | $5.90M | 3.77% | +153+0.4% | Added |
| Rodgers Brothers Inc. | 34,690 | $5.90M | 0.75% | +381+1.1% | Added |
| Boston Research & Management Inc | 34,539 | $5.87M | 1.36% | +2,071+6.4% | Added |
| Ronald Blue Trust, Inc. | 35,602 | $5.87M | 0.08% | +10,309+40.8% | Added |
| Mizuho Markets Americas LLC | 34,487 | $5.86M | 0.14% | −95,920−73.6% | Reduced |
| Tufton Capital Management | 34,333 | $5.84M | 1.09% | −166−0.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 34,286 | $5.83M | 0.24% | −665−1.9% | Reduced |
| LGT Fund Management Co Ltd. | 34,243 | $5.81M | 0.60% | +17,860+109.0% | Added |
| Northcape Wealth Management, LLC | 34,118 | $5.80M | 1.90% | +170+0.5% | Added |
| Financial & Tax Architects, LLC | 34,108 | $5.80M | 1.49% | +299+0.9% | Added |
| Capital Investment Counsel, LLC | 34,082 | $5.80M | 1.00% | +1,039+3.1% | Added |
| Banque Cantonale Vaudoise | 34,009 | $5.78M | 0.24% | −6,111−15.2% | Reduced |
| Pacific Global Investment Management CO | 33,986 | $5.78M | 1.04% | −667−1.9% | Reduced |
| Fiduciary Alliance LLC | 33,804 | $5.75M | 0.76% | −14,912−30.6% | Reduced |
| NorthRock Partners, LLC | 33,787 | $5.75M | 0.19% | −1,113−3.2% | Reduced |
| New Hampshire Trust | 33,745 | $5.74M | 1.23% | −829−2.4% | Reduced |
| Motco | 33,701 | $5.73M | 0.57% | −987−2.8% | Reduced |
| BKD Wealth Advisors, LLC | 33,694 | $5.73M | 0.13% | −1,728−4.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 33,636 | $5.72M | 0.03% | −167,830−83.3% | Reduced |
| Shorepoint Capital Partners LLC | 33,603 | $5.71M | 1.30% | +942+2.9% | Added |
| Sigma Planning Corp | 33,600 | $5.71M | 0.18% | −1,367−3.9% | Reduced |
| Schnieders Capital Management LLC | 33,502 | $5.70M | 1.09% | −1,037−3.0% | Reduced |
| RB Capital Management, LLC | 33,316 | $5.67M | 1.34% | −76−0.2% | Reduced |
| Mitchell Capital Management Co | 33,065 | $5.62M | 0.98% | −233−0.7% | Reduced |
| Wealthspire Advisors, LLC | 33,000 | $5.61M | 0.06% | +2,490+8.2% | Added |
| Family Capital Trust Co | 32,893 | $5.59M | 1.80% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 32,889 | $5.59M | 0.80% | +2,244+7.3% | Added |
| TD Private Client Wealth LLC | 32,871 | $5.59M | 0.16% | +7,648+30.3% | Added |
| Red Door Wealth Management, LLC | 32,868 | $5.59M | 0.93% | +2,142+7.0% | Added |
| Perkins Coie Trust Co | 32,640 | $5.55M | 1.23% | +22+0.1% | Added |
| Close Asset Management Ltd | 32,616 | $5.55M | 0.17% | −5,167−13.7% | Reduced |
| Stokes Family Office, LLC | 32,346 | $5.50M | 0.60% | −113−0.3% | Reduced |
| Buckingham Strategic Partners | 32,333 | $5.50M | 0.12% | +823+2.6% | Added |
| IHT Wealth Management, LLC | 32,267 | $5.49M | 0.16% | +5,220+19.3% | Added |
| First National Advisers, LLC | 32,212 | $5.48M | 0.87% | +1,628+5.3% | Added |
| Equitable Trust Co | 32,151 | $5.47M | 0.35% | +1,775+5.8% | Added |
| Pictet Bank & Trust Ltd | 32,060 | $5.45M | 5.52% | −425−1.3% | Reduced |
| Parkwood LLC | 32,022 | $5.45M | 0.66% | +644+2.1% | Added |
| DoubleLine ETF Adviser LP | 32,010 | $5.44M | 1.33% | +6,996+28.0% | Added |
| Principle Wealth Partners LLC | 31,984 | $5.44M | 0.39% | +363+1.1% | Added |
| Roberts Glore & Co Inc | 31,967 | $5.44M | 1.57% | −149−0.5% | Reduced |
| City Holding Co | 31,940 | $5.43M | 0.75% | −845−2.6% | Reduced |
| Hall Laurie J Trustee | 31,800 | $5.41M | 1.71% | −496−1.5% | Reduced |
| Private Trust Co NA | 31,738 | $5.40M | 0.54% | +188+0.6% | Added |
| Financial Strategies Group, Inc. | 30,607 | $5.39M | 1.26% | +1,603+5.5% | Added |
| Eagle Global Advisors LLC | 31,651 | $5.38M | 0.27% | −150.0% | Reduced |
| Bollard Group LLC | 31,575 | $5.37M | 0.14% | +159+0.5% | Added |
| Cardinal Capital Management | 31,546 | $5.36M | 0.83% | +255+0.8% | Added |
| Level Four Advisory Services, LLC | 32,268 | $5.36M | 0.23% | +1,146+3.7% | Added |
| Matrix Asset Advisors Inc | 31,497 | $5.36M | 0.60% | +931+3.0% | Added |
| Sound View Wealth Advisors Group, LLC | 31,311 | $5.32M | 0.43% | +2,705+9.5% | Added |
| Pekin Hardy Strauss, Inc. | 31,310 | $5.32M | 0.68% | +814+2.7% | Added |
| Opus Investment Management Inc | 31,200 | $5.31M | 3.73% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 31,186 | $5.30M | 0.18% | +4,296+16.0% | Added |
| Legacy Advisors, LLC | 31,012 | $5.27M | 0.57% | +2,167+7.5% | Added |
| Transcend Wealth Collective, LLC | 30,877 | $5.25M | 0.35% | −172−0.6% | Reduced |
| Reliant Investment Management, LLC | 30,873 | $5.25M | 2.47% | +361+1.2% | Added |
| Slagle Financial, LLC | 30,852 | $5.25M | 2.33% | +2,953+10.6% | Added |
| Ossiam | 30,811 | $5.24M | 0.10% | −4,000−11.5% | Reduced |
| Hennessy Advisors Inc | 30,800 | $5.24M | 0.17% | 00.0% | Unchanged |
| Cypress Capital Group | 30,694 | $5.22M | 0.59% | −857−2.7% | Reduced |
| Lyell Wealth Management, LP | 30,654 | $5.21M | 0.47% | −182−0.6% | Reduced |
| Mechanics Bank Trust Department | 30,541 | $5.19M | 0.69% | −376−1.2% | Reduced |
| Spinnaker Trust | 30,540 | $5.19M | 0.32% | −1,470−4.6% | Reduced |
| Hartford Financial Management Inc. | 30,391 | $5.17M | 1.06% | −407−1.3% | Reduced |
| Marshall & Sullivan Inc | 30,358 | $5.16M | 2.48% | −102−0.3% | Reduced |
| Silphium Asset Management Ltd | 30,341 | $5.16M | 1.86% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 30,112 | $5.12M | 3.78% | −301−1.0% | Reduced |
| SP Asset Management LLC | 30,093 | $5.12M | 0.42% | +285+1.0% | Added |
| King Wealth | 30,089 | $5.12M | 0.80% | −2,127−6.6% | Reduced |
| Ally Financial Inc. | 30,000 | $5.10M | 0.62% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 29,971 | $5.10M | 1.42% | −60−0.2% | Reduced |
| Harbor Advisory Corp | 29,940 | $5.09M | 1.66% | −70.0% | Reduced |
| Signaturefd, LLC | 29,851 | $5.08M | 0.10% | −1,265−4.1% | Reduced |
| Navellier & Associates Inc | 29,773 | $5.06M | 0.69% | −1,500−4.8% | Reduced |
| Pegasus Asset Management, Inc. | 29,688 | $5.05M | 1.93% | +43+0.1% | Added |
| Cullinan Associates Inc | 28,793 | $5.05M | 0.28% | +200+0.7% | Added |
| Jump Financial, LLC | 29,623 | $5.04M | 0.10% | −50,607−63.1% | Reduced |
| Mendel Money Management | 29,617 | $5.04M | 2.18% | +162+0.5% | Added |
| Ballentine Partners, LLC | 29,565 | $5.03M | 0.09% | +4,566+18.3% | Added |
| Independence Bank of Kentucky | 29,564 | $5.03M | 1.08% | +4,562+18.2% | Added |
| Brick & Kyle, Associates | 29,428 | $5.02M | 2.15% | +3,209+12.2% | Added |
| Quintet Private Bank (Europe) S.A. | 29,396 | $5.00M | 0.29% | +3,272+12.5% | Added |
| Sowell Financial Services LLC | 29,389 | $5.00M | 0.23% | −502−1.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 29,365 | $4.99M | 0.34% | −8,766−23.0% | Reduced |
| Rossmore Private Capital | 29,285 | $4.98M | 0.62% | +561+2.0% | Added |
| CAPROCK Group, Inc. | 29,244 | $4.97M | 0.18% | −4,739−13.9% | Reduced |
| American Trust | 29,191 | $4.96M | 0.41% | −4,002−12.1% | Reduced |
| Garland Capital Management Inc | 29,140 | $4.96M | 3.81% | −3,770−11.5% | Reduced |
| Regal Investment Advisors LLC | 29,071 | $4.94M | 0.35% | +518+1.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 29,024 | $4.93M | 0.14% | +29,024 | New |
| Verdence Capital Advisors LLC | 28,905 | $4.92M | 0.39% | +4,570+18.8% | Added |