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 |
|---|---|---|---|---|---|
| Baugh & Associates, LLC | 30,109 | $4.89M | 2.52% | +450+1.5% | Added |
| Money Concepts Capital Corp | 28,673 | $4.88M | 0.37% | −140−0.5% | Reduced |
| Harbour Capital Advisors, LLC | 28,225 | $4.87M | 1.12% | +479+1.7% | Added |
| Old Second National Bank of Aurora | 28,630 | $4.87M | 1.18% | +5,606+24.3% | Added |
| Fruth Investment Management | 28,628 | $4.87M | 1.26% | −250−0.9% | Reduced |
| RBA Wealth Management, LLC | 28,560 | $4.86M | 1.87% | +677+2.4% | Added |
| Phoenix Holdings Ltd. | 28,509 | $4.86M | 0.07% | +2,512+9.7% | Added |
| Capital Analysts, LLC | 28,548 | $4.86M | 0.20% | −1,098−3.7% | Reduced |
| Trustmark National Bank Trust Department | 28,544 | $4.85M | 0.37% | −6,445−18.4% | Reduced |
| Penn Davis McFarland Inc | 28,523 | $4.85M | 0.55% | +26,339+1,206.0% | Added |
| WMS Partners, LLC | 28,468 | $4.84M | 0.27% | +4,981+21.2% | Added |
| Reuter James Wealth Management, LLC | 28,448 | $4.84M | 0.89% | +28,448 | New |
| We Are One Seven, LLC | 28,435 | $4.84M | 0.21% | +1,452+5.4% | Added |
| Icon Wealth Advisors, LLC | 28,322 | $4.82M | 0.40% | −96−0.3% | Reduced |
| Long Road Investment Counsel, LLC | 28,300 | $4.81M | 1.92% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 28,217 | $4.80M | 0.29% | +5,564+24.6% | Added |
| Journey Advisory Group, LLC | 29,081 | $4.80M | 0.57% | +620+2.2% | Added |
| Hixon Zuercher, LLC | 28,137 | $4.78M | 1.87% | −599−2.1% | Reduced |
| Harbour Investments, Inc. | 28,071 | $4.77M | 0.14% | +18+0.1% | Added |
| Monetary Management Group Inc | 27,976 | $4.76M | 1.22% | +10.0% | Added |
| Northwest Investment Counselors, LLC | 27,943 | $4.75M | 1.08% | +192+0.7% | Added |
| Westhampton Capital, LLC | 27,892 | $4.74M | 2.41% | −210−0.7% | Reduced |
| Confluence Wealth Services, Inc. | 27,887 | $4.74M | 0.35% | −1,555−5.3% | Reduced |
| Horrell Capital Management, Inc. | 27,831 | $4.73M | 1.41% | −2,980−9.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 27,781 | $4.72M | 0.17% | −3,245−10.5% | Reduced |
| Leavell Investment Management, Inc. | 27,773 | $4.72M | 0.24% | +8,834+46.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 27,751 | $4.72M | 0.95% | +1,725+6.6% | Added |
| Mutual Advisors, LLC | 27,266 | $4.69M | 0.14% | +177+0.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 27,498 | $4.68M | 0.45% | −540−1.9% | Reduced |
| Trust Co of Oklahoma | 27,470 | $4.67M | 1.52% | −244−0.9% | Reduced |
| StoneX Group Inc. | 27,413 | $4.66M | 0.34% | +662+2.5% | Added |
| Stone Point Wealth LLC | 27,395 | $4.66M | 1.50% | −504−1.8% | Reduced |
| KMG Fiduciary Partners, LLC | 27,335 | $4.65M | 0.40% | −81−0.3% | Reduced |
| Eagle Rock Investment Company, LLC | 27,290 | $4.64M | 0.78% | +907+3.4% | Added |
| Union Heritage Capital, LLC | 27,289 | $4.64M | 1.71% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 27,250 | $4.63M | 0.98% | −250−0.9% | Reduced |
| Brookstone Capital Management | 27,216 | $4.63M | 0.07% | −1,508−5.2% | Reduced |
| Spire Wealth Management | 27,150 | $4.62M | 0.16% | −25,258−48.2% | Reduced |
| Proequities, Inc. | 27,137 | $4.61M | 0.27% | −1,821−6.3% | Reduced |
| Beaton Management Co. Inc. | 27,098 | $4.61M | 2.33% | −100−0.4% | Reduced |
| Farther Finance Advisors, LLC | 27,037 | $4.60M | 0.17% | +2,153+8.7% | Added |
| Belpointe Asset Management LLC | 26,989 | $4.59M | 0.28% | −1,462−5.1% | Reduced |
| Twin Capital Management Inc | 26,905 | $4.58M | 0.52% | −885−3.2% | Reduced |
| American National Bank | 26,889 | $4.57M | 0.54% | −4,094−13.2% | Reduced |
| LVM Capital Management Ltd | 27,714 | $4.57M | 0.52% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 26,865 | $4.57M | 0.92% | +5,148+23.7% | Added |
| Meeder Advisory Services, Inc. | 26,834 | $4.56M | 0.30% | +32+0.1% | Added |
| Lindbrook Capital, LLC | 26,831 | $4.56M | 0.40% | −3,267−10.9% | Reduced |
| Adams Asset Advisors, LLC | 26,722 | $4.54M | 0.60% | 00.0% | Unchanged |
| Laffer Tengler Investments | 26,614 | $4.53M | 0.92% | −2,580−8.8% | Reduced |
| Balyasny Asset Management LLC | 26,572 | $4.52M | 0.01% | +5,458+25.9% | Added |
| Bristlecone Advisors, LLC | 26,525 | $4.51M | 0.36% | −34−0.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 26,513 | $4.51M | 0.10% | −839−3.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 26,446 | $4.50M | 0.50% | +15,883+150.4% | Added |
| SS&H Financial Advisors, Inc. | 26,400 | $4.49M | 1.64% | −400−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 26,383 | $4.49M | 0.48% | −151−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 27,219 | $4.48M | 0.62% | −2,671−8.9% | Reduced |
| WBH Advisory Inc | 26,260 | $4.47M | 0.42% | −31−0.1% | Reduced |
| Hohimer Wealth Management, LLC | 26,250 | $4.46M | 0.96% | +40.0% | Added |
| NBC Securities, Inc. | 26,174 | $4.45M | 0.37% | −97−0.4% | Reduced |
| Advanced Asset Management Advisors Inc | 26,968 | $4.45M | 1.19% | 00.0% | Unchanged |
| Builder Investment Group Inc | 26,146 | $4.45M | 1.19% | 00.0% | Unchanged |
| American Money Management, LLC | 26,135 | $4.44M | 0.89% | −233−0.9% | Reduced |
| Exeter Financial, LLC | 26,128 | $4.44M | 1.97% | +2,165+9.0% | Added |
| Capital Asset Advisory Services LLC | 26,029 | $4.44M | 0.22% | +584+2.3% | Added |
| Zions Bancorporation, N.A. | 26,077 | $4.43M | 0.32% | +19,167+277.4% | Added |
| Diamant Asset Management, Inc. | 26,070 | $4.43M | 2.78% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 26,069 | $4.43M | 0.12% | −4,915−15.9% | Reduced |
| Asio Capital, LLC | 26,061 | $4.43M | 0.84% | +213+0.8% | Added |
| First Interstate Bank | 25,983 | $4.42M | 0.27% | −517−2.0% | Reduced |
| Commonwealth Retirement Investments LLC | 25,982 | $4.42M | 1.85% | +181+0.7% | Added |
| Smithbridge Asset Management Inc | 25,957 | $4.41M | 0.76% | +3,382+15.0% | Added |
| Univest Financial Corp | 25,875 | $4.40M | 0.29% | +22,641+700.1% | Added |
| Biltmore Family Office, LLC | 25,866 | $4.40M | 0.75% | +534+2.1% | Added |
| Hayek Kallen Investment Management | 25,847 | $4.39M | 1.56% | −107−0.4% | Reduced |
| First PREMIER Bank | 25,787 | $4.39M | 1.09% | −437−1.7% | Reduced |
| TRUE Private Wealth Advisors | 25,791 | $4.39M | 0.52% | −2,883−10.1% | Reduced |
| PFC Capital Group, Inc. | 25,767 | $4.38M | 2.11% | −400−1.5% | Reduced |
| BLB&B Advisors, LLC | 25,752 | $4.38M | 0.22% | −155−0.6% | Reduced |
| Principal Securities, Inc. | 25,715 | $4.37M | 0.11% | −2,927−10.2% | Reduced |
| Fundamentun, LLC | 25,713 | $4.37M | 0.31% | +1,437+5.9% | Added |
| Reynders McVeigh Capital Management, LLC | 25,708 | $4.37M | 0.23% | −710−2.7% | Reduced |
| Covington Investment Advisors Inc. | 25,638 | $4.36M | 0.66% | +280+1.1% | Added |
| Elk River Wealth Management, LLC | 25,633 | $4.36M | 0.79% | +831+3.4% | Added |
| Braun Stacey Associates Inc | 25,604 | $4.35M | 0.17% | −74,508−74.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 25,557 | $4.35M | 1.01% | +50+0.2% | Added |
| Bill Few Associates, Inc. | 25,539 | $4.34M | 1.54% | +917+3.7% | Added |
| Middleton & Co Inc | 25,507 | $4.34M | 0.48% | +518+2.1% | Added |
| Bangor Savings Bank | 25,502 | $4.34M | 0.41% | −39−0.2% | Reduced |
| Bayesian Capital Management, LP | 25,500 | $4.34M | 0.51% | +25,500 | New |
| Azzad Asset Management Inc | 25,472 | $4.33M | 0.49% | −210−0.8% | Reduced |
| Columbia Asset Management | 25,458 | $4.33M | 0.76% | −431−1.7% | Reduced |
| Strategic Advisors LLC | 25,450 | $4.33M | 0.81% | −103−0.4% | Reduced |
| Grace & White Inc | 25,390 | $4.32M | 0.78% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 26,094 | $4.30M | 0.35% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 25,283 | $4.30M | 1.38% | +371+1.5% | Added |
| Webster Bank, N. A. | 25,280 | $4.30M | 0.46% | −18,612−42.4% | Reduced |
| Aristotle Capital Management, LLC | 25,276 | $4.30M | 0.01% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 25,258 | $4.30M | 2.17% | +346+1.4% | Added |
| Laurel Wealth Advisors LLC | 25,244 | $4.29M | 0.69% | −1,096−4.2% | Reduced |