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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 25,187 | $4.28M | 0.26% | −80.0% | Reduced |
| Global Retirement Partners, LLC | 25,184 | $4.28M | 0.13% | −2,139−7.8% | Reduced |
| GAMMA Investing LLC | 25,124 | $4.27M | 0.42% | +4,676+22.9% | Added |
| Atlas Brown,Inc. | 25,037 | $4.26M | 1.47% | −396−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 25,026 | $4.26M | 0.67% | +570+2.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,948 | $4.24M | 0.26% | +12,941+107.8% | Added |
| Altrius Capital Management Inc | 24,883 | $4.23M | 1.06% | +1,219+5.2% | Added |
| Naples Global Advisors, LLC | 24,821 | $4.22M | 0.39% | −34−0.1% | Reduced |
| Spring Capital Management, LLC | 24,865 | $4.21M | 3.42% | +1,630+7.0% | Added |
| Kennedy Capital Management, Inc. | 24,423 | $4.15M | 0.09% | −387−1.6% | Reduced |
| Edgewood Management LLC | 24,421 | $4.15M | 0.01% | −100.0% | Reduced |
| Waterloo Capital, L.P. | 24,372 | $4.14M | 0.45% | +181+0.7% | Added |
| Exencial Wealth Advisors, LLC | 24,282 | $4.13M | 0.15% | −473−1.9% | Reduced |
| St. Clair Advisors, LLC | 24,269 | $4.13M | 1.17% | −146−0.6% | Reduced |
| Inscription Capital, LLC | 24,240 | $4.12M | 0.61% | −987−3.9% | Reduced |
| HBK Sorce Advisory LLC | 24,209 | $4.12M | 0.13% | −1,749−6.7% | Reduced |
| J. W. Coons Advisors, LLC | 24,186 | $4.11M | 1.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 24,157 | $4.11M | 0.05% | +10,476+76.6% | Added |
| Thoroughbred Financial Services, LLC | 24,103 | $4.10M | 0.26% | +69+0.3% | Added |
| J.W. Cole Advisors, Inc. | 24,071 | $4.09M | 0.17% | +3,688+18.1% | Added |
| Princeton Global Asset Management LLC | 24,056 | $4.09M | 0.80% | +352+1.5% | Added |
| Plancorp, LLC | 24,039 | $4.09M | 0.17% | −149−0.6% | Reduced |
| Anchor Investment Management, LLC | 23,987 | $4.08M | 0.38% | −2,372−9.0% | Reduced |
| IMC-Chicago, LLC | 23,914 | $4.07M | 0.12% | +23,914 | New |
| Horizon Investments, LLC | 23,890 | $4.06M | 0.11% | +10.0% | Added |
| Mathes Company, Inc. | 23,831 | $4.05M | 1.43% | +500+2.1% | Added |
| Compass Wealth Management LLC | 23,794 | $4.05M | 0.95% | −515−2.1% | Reduced |
| Gladstone Institutional Advisory LLC | 23,747 | $4.04M | 0.20% | −412−1.7% | Reduced |
| IFP Advisors, Inc | 23,679 | $4.03M | 0.15% | +2,158+10.0% | Added |
| Kidder Stephen W | 23,618 | $4.02M | 1.19% | −3,651−13.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 23,591 | $4.01M | 0.75% | +326+1.4% | Added |
| NovaPoint Capital, LLC | 23,588 | $4.01M | 1.24% | +369+1.6% | Added |
| Selway Asset Management | 23,572 | $4.01M | 1.57% | 00.0% | Unchanged |
| Claro Advisors LLC | 23,536 | $4.00M | 0.52% | +1,319+5.9% | Added |
| XTX Topco Ltd | 23,535 | $4.00M | 0.29% | +13,184+127.4% | Added |
| Burke & Herbert Bank & Trust Co | 23,472 | $3.99M | 0.93% | −588−2.4% | Reduced |
| Simplicity Wealth,LLC | 23,378 | $3.98M | 0.37% | −38,676−62.3% | Reduced |
| Mission Wealth Management, LP | 23,186 | $3.94M | 0.10% | −1,574−6.4% | Reduced |
| Payden & Rygel | 23,100 | $3.93M | 0.30% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 23,011 | $3.91M | 2.31% | +70.0% | Added |
| Northeast Financial Consultants Inc | 22,995 | $3.91M | 0.17% | −101−0.4% | Reduced |
| Fulton Bank, N.A. | 22,983 | $3.91M | 0.15% | +3,992+21.0% | Added |
| ProVise Management Group, LLC | 22,955 | $3.90M | 0.31% | +6,634+40.6% | Added |
| Fragasso Group Inc. | 22,941 | $3.90M | 0.30% | −445−1.9% | Reduced |
| Peloton Wealth Strategists | 22,885 | $3.89M | 1.55% | −1,530−6.3% | Reduced |
| Stonegate Investment Group, LLC | 22,883 | $3.89M | 0.10% | +3,225+16.4% | Added |
| Infusive Asset Management Inc. | 22,861 | $3.89M | 1.64% | −24,881−52.1% | Reduced |
| Boit C F David | 22,900 | $3.88M | 1.92% | 00.0% | Unchanged |
| Bank of New Hampshire | 22,792 | $3.88M | 0.97% | −692−2.9% | Reduced |
| Koshinski Asset Management, Inc. | 22,710 | $3.86M | 0.33% | +486+2.2% | Added |
| HBW Advisory Services LLC | 22,656 | $3.85M | 0.56% | −2,648−10.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 22,646 | $3.85M | 2.41% | +4,529+25.0% | Added |
| Security National Bank | 22,603 | $3.84M | 0.52% | −10.0% | Reduced |
| Johnson Financial Group, Inc. | 22,543 | $3.83M | 0.18% | +3,287+17.1% | Added |
| Coastline Trust Co | 22,531 | $3.83M | 0.45% | +312+1.4% | Added |
| Maple Capital Management, Inc. | 22,486 | $3.82M | 0.29% | −11,235−33.3% | Reduced |
| Delta Capital Management LLC | 22,420 | $3.81M | 2.20% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 22,405 | $3.81M | 0.24% | +54+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,353 | $3.80M | 1.46% | −446−2.0% | Reduced |
| Diversify Wealth Management, LLC | 21,972 | $3.80M | 0.37% | +1,985+9.9% | Added |
| Garrett Investment Advisors LLC | 22,255 | $3.78M | 0.38% | +777+3.6% | Added |
| Country Club Bank | 22,253 | $3.78M | 0.25% | +380+1.7% | Added |
| Broderick Brian C | 22,178 | $3.77M | 0.74% | −985−4.3% | Reduced |
| Curbstone Financial Management Corp | 22,170 | $3.77M | 0.81% | −1,700−7.1% | Reduced |
| Coastal Bridge Advisors, LLC | 22,154 | $3.77M | 0.93% | −494−2.2% | Reduced |
| Schulhoff & Co Inc | 22,098 | $3.76M | 1.57% | −96−0.4% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 22,096 | $3.76M | 1.98% | +14,289+183.0% | Added |
| Chicago Trust Co NA | 22,071 | $3.75M | 0.65% | −165−0.7% | Reduced |
| Summit Trail Advisors, LLC | 22,056 | $3.75M | 0.09% | +3,405+18.3% | Added |
| Chatham Capital Group, Inc. | 22,014 | $3.74M | 0.61% | −415−1.9% | Reduced |
| E Fund Management Co., Ltd. | 21,983 | $3.74M | 0.19% | +1,651+8.1% | Added |
| Occidental Asset Management, LLC | 21,975 | $3.74M | 0.60% | +2,464+12.6% | Added |
| Investmark Advisory Group LLC | 21,958 | $3.73M | 1.81% | +346+1.6% | Added |
| Sequent Planning LLC | 21,932 | $3.73M | 1.28% | −106−0.5% | Reduced |
| Paloma Partners Management Co | 21,834 | $3.71M | 0.20% | +20,008+1,095.7% | Added |
| Wambolt & Associates, LLC | 21,626 | $3.71M | 1.01% | +1,085+5.3% | Added |
| Asset Dedication, LLC | 21,753 | $3.70M | 0.25% | −4,782−18.0% | Reduced |
| Physicians Financial Services, Inc. | 21,734 | $3.70M | 1.15% | −400−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,711 | $3.69M | 0.10% | +2,889+15.3% | Added |
| Shoker Investment Counsel, Inc. | 21,660 | $3.68M | 1.24% | −189−0.9% | Reduced |
| Essex Savings Bank | 21,596 | $3.67M | 0.92% | +747+3.6% | Added |
| Guardian Capital LP | 21,593 | $3.67M | 0.13% | +754+3.6% | Added |
| Fairhaven Wealth Management, LLC | 21,561 | $3.67M | 1.12% | +43+0.2% | Added |
| Vise Technologies, Inc. | 21,543 | $3.66M | 0.47% | −252−1.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 21,485 | $3.65M | 0.96% | +15+0.1% | Added |
| Wealth Alliance | 21,450 | $3.65M | 0.44% | +2,552+13.5% | Added |
| Burney Co | 21,439 | $3.65M | 0.13% | −412−1.9% | Reduced |
| BCM Advisors, LLC | 21,901 | $3.64M | 0.84% | +100.0% | Added |
| Adirondack Trust Co | 21,310 | $3.62M | 1.40% | −304−1.4% | Reduced |
| Hallmark Capital Management Inc | 21,294 | $3.62M | 0.27% | −100−0.5% | Reduced |
| Exchange Capital Management, Inc. | 21,283 | $3.62M | 0.58% | −694−3.2% | Reduced |
| TCG Advisory Services, LLC | 21,170 | $3.60M | 0.16% | +194+0.9% | Added |
| Beck Mack & Oliver LLC | 21,157 | $3.60M | 0.07% | −1,795−7.8% | Reduced |
| Bank Ozk | 21,091 | $3.59M | 1.48% | +19+0.1% | Added |
| Nations Financial Group Inc, | 20,992 | $3.57M | 0.26% | −1,339−6.0% | Reduced |
| Romano Brothers and Company | 20,981 | $3.57M | 0.44% | +710+3.5% | Added |
| Baxter Bros Inc | 20,970 | $3.57M | 0.46% | −164−0.8% | Reduced |
| Groupama Asset Managment | 26,069 | $3.56M | 0.09% | +55+0.2% | Added |
| ICW Investment Advisors LLC | 20,913 | $3.56M | 1.48% | +358+1.7% | Added |
| Dana Investment Advisors, Inc. | 20,891 | $3.55M | 0.12% | −1,246−5.6% | Reduced |