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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 20,853 | $3.55M | 0.07% | −8,722−29.5% | Reduced |
| Harbor Investment Advisory, LLC | 20,848 | $3.55M | 0.35% | −1,643−7.3% | Reduced |
| AlTi Global, Inc. | 20,836 | $3.54M | 0.09% | −1,149−5.2% | Reduced |
| Ledyard National Bank | 20,835 | $3.54M | 0.32% | +1,087+5.5% | Added |
| Resonant Capital Advisors, LLC | 20,816 | $3.54M | 0.26% | +212+1.0% | Added |
| Argent Financial Group, Inc. | 20,808 | $3.54M | 0.42% | +20,808 | New |
| Sumitomo Life Insurance Co | 20,791 | $3.54M | 0.07% | +376+1.8% | Added |
| Essex LLC | 20,757 | $3.53M | 0.72% | −304−1.4% | Reduced |
| Garrison Asset Management, LLC | 20,753 | $3.53M | 1.79% | −483−2.3% | Reduced |
| Cadent Capital Advisors, LLC | 20,710 | $3.52M | 1.20% | +340+1.7% | Added |
| Eagle Capital Management, LLC | 20,680 | $3.52M | 1.47% | +68+0.3% | Added |
| Formidable Asset Management, LLC | 20,612 | $3.51M | 0.56% | +660+3.3% | Added |
| Smith Shellnut Wilson LLC | 20,593 | $3.50M | 1.58% | +90.0% | Added |
| Hengehold Capital Management LLC | 20,558 | $3.50M | 0.33% | +740+3.7% | Added |
| Field & Main Bank | 20,543 | $3.49M | 1.24% | −30.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 20,516 | $3.49M | 0.25% | +6,031+41.6% | Added |
| Financial Advisory Service, Inc. | 20,477 | $3.48M | 0.28% | +1,109+5.7% | Added |
| Jag Capital Management, LLC | 20,441 | $3.48M | 0.42% | +403+2.0% | Added |
| Pacifica Partners Inc. | 20,425 | $3.47M | 1.43% | +892+4.6% | Added |
| TrueMark Investments, LLC | 20,306 | $3.45M | 1.11% | +8,143+66.9% | Added |
| Peoples Bank | 20,289 | $3.45M | 2.31% | −307−1.5% | Reduced |
| Texas Yale Capital Corp. | 20,231 | $3.44M | 0.15% | +35+0.2% | Added |
| Value Partners Investments Inc. | 20,209 | $3.44M | 0.28% | +53+0.3% | Added |
| AllGen Financial Advisors, Inc. | 20,192 | $3.43M | 1.11% | +1,918+10.5% | Added |
| Spectrum Wealth Counsel, LLC | 20,191 | $3.43M | 0.41% | −205−1.0% | Reduced |
| Oak Asset Management, LLC | 20,190 | $3.43M | 1.22% | −198−1.0% | Reduced |
| Connecticut Wealth Management, LLC | 20,151 | $3.43M | 0.17% | +849+4.4% | Added |
| Integrated Advisors Network LLC | 20,137 | $3.42M | 0.16% | −18,046−47.3% | Reduced |
| Qsemble Capital Management, LP | 20,104 | $3.42M | 0.63% | +20,104 | New |
| BOK Financial Private Wealth, Inc. | 20,102 | $3.42M | 0.25% | +2,855+16.6% | Added |
| Nvest Financial, LLC | 20,097 | $3.42M | 1.95% | +344+1.7% | Added |
| Sunbelt Securities, Inc. | 20,089 | $3.42M | 0.33% | −1,483−6.9% | Reduced |
| Cottage Street Advisors LLC | 20,067 | $3.41M | 1.86% | −25−0.1% | Reduced |
| Triangle Securities Wealth Management | 19,998 | $3.40M | 0.88% | −124−0.6% | Reduced |
| Independent Investors Inc | 19,963 | $3.39M | 0.69% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 19,441 | $3.39M | 0.18% | −4,251−17.9% | Reduced |
| Gs Investments, Inc. | 19,904 | $3.38M | 1.51% | +33+0.2% | Added |
| STF Management LP | 19,886 | $3.38M | 1.54% | −1,885−8.7% | Reduced |
| Morton Community Bank | 19,878 | $3.38M | 0.88% | +47+0.2% | Added |
| Crescent Sterling, Ltd. | 19,798 | $3.37M | 3.21% | −204−1.0% | Reduced |
| Northstar Group, Inc. | 19,767 | $3.36M | 0.59% | +25+0.1% | Added |
| Sendero Wealth Management, LLC | 19,763 | $3.36M | 0.53% | −1,227−5.8% | Reduced |
| Radnor Capital Management, LLC | 19,746 | $3.36M | 0.50% | +19,746 | New |
| WCG Wealth Advisors LLC | 19,670 | $3.35M | 0.23% | +893+4.8% | Added |
| Moody National Bank Trust Division | 19,668 | $3.34M | 0.36% | +918+4.9% | Added |
| Watchman Group, Inc. | 19,643 | $3.34M | 0.87% | −798−3.9% | Reduced |
| Bull Street Advisors, LLC | 19,563 | $3.33M | 1.54% | −747−3.7% | Reduced |
| Palisade Capital Management LLC | 19,562 | $3.33M | 0.09% | −2,090−9.7% | Reduced |
| Kinloch Capital, LLC | 19,537 | $3.32M | 1.61% | −471−2.4% | Reduced |
| Csenge Advisory Group | 19,001 | $3.32M | 0.17% | −1,149−5.7% | Reduced |
| Trust Point Inc. | 19,497 | $3.32M | 0.25% | +806+4.3% | Added |
| Hilltop National Bank | 19,336 | $3.29M | 1.00% | −302−1.5% | Reduced |
| Gunn & Co Investment Management, Inc. | 19,224 | $3.27M | 2.25% | −221,729−92.0% | Reduced |
| Concord Wealth Partners | 19,118 | $3.25M | 0.54% | +764+4.2% | Added |
| Harbor Capital Advisors, Inc. | 19,119 | $3.25M | 0.14% | +92+0.5% | Added |
| Griffin Asset Management, Inc. | 19,115 | $3.25M | 0.36% | −339−1.7% | Reduced |
| Axiom Advisory, LLC | 18,944 | $3.25M | 0.03% | +345+1.9% | Added |
| Somerset Trust Co | 19,112 | $3.25M | 1.22% | −23−0.1% | Reduced |
| Ransom Advisory, Ltd | 19,097 | $3.25M | 1.52% | −75−0.4% | Reduced |
| Keene & Associates, Inc. | 19,097 | $3.25M | 2.46% | +156+0.8% | Added |
| Norden Group LLC | 18,963 | $3.22M | 0.38% | +11,043+139.4% | Added |
| Zhang Financial LLC | 18,908 | $3.22M | 0.20% | −12−0.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 18,900 | $3.21M | 0.79% | −2,100−10.0% | Reduced |
| HTLF Bank | 18,889 | $3.21M | 0.35% | −153−0.8% | Reduced |
| All Terrain Financial Advisors, LLC | 18,854 | $3.21M | 1.23% | −347−1.8% | Reduced |
| V-Square Quantitative Management LLC | 18,688 | $3.18M | 0.47% | +2,384+14.6% | Added |
| Meiji Yasuda Life Insurance Co | 18,659 | $3.17M | 0.06% | +61+0.3% | Added |
| Patten Group, Inc. | 18,557 | $3.16M | 0.70% | −245−1.3% | Reduced |
| Enterprise Bank & Trust Co | 18,533 | $3.15M | 1.02% | −133−0.7% | Reduced |
| Alberta Investment Management Corp | 18,500 | $3.15M | 0.03% | +18,500 | New |
| Summit Financial, LLC | 18,450 | $3.14M | 0.12% | +892+5.1% | Added |
| Somerville Kurt F | 18,394 | $3.13M | 0.50% | −4,680−20.3% | Reduced |
| Aspiriant, LLC | 18,389 | $3.13M | 0.12% | −245−1.3% | Reduced |
| Financial Advisory Partners, LLC | 18,369 | $3.12M | 1.04% | −309−1.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,313 | $3.11M | 0.12% | +703+4.0% | Added |
| Moseley Investment Management Inc | 18,289 | $3.11M | 1.24% | +739+4.2% | Added |
| Waldron Private Wealth LLC | 18,230 | $3.10M | 0.13% | −110−0.6% | Reduced |
| TFG Advisers LLC | 18,211 | $3.10M | 1.11% | −292−1.6% | Reduced |
| Portfolio Design Labs, LLC | 18,156 | $3.09M | 0.86% | +18,156 | New |
| Marino, Stram & Associates LLC | 18,142 | $3.09M | 0.69% | −46−0.3% | Reduced |
| LVW Advisors, LLC | 18,058 | $3.07M | 0.39% | −1,607−8.2% | Reduced |
| Cumberland Partners Ltd | 18,055 | $3.07M | 0.21% | +2,355+15.0% | Added |
| Rockline Wealth Management, LLC | 18,015 | $3.06M | 0.86% | +393+2.2% | Added |
| Vickerman Investment Advisors, Inc. | 18,012 | $3.06M | 0.90% | +223+1.3% | Added |
| Aull & Monroe Investment Management Corp | 18,011 | $3.06M | 1.42% | −388−2.1% | Reduced |
| Sapient Capital LLC | 18,006 | $3.06M | 0.06% | −60.0% | Reduced |
| Octavia Wealth Advisors, LLC | 17,977 | $3.06M | 0.38% | +1,714+10.5% | Added |
| Walter & Keenan Financial Consulting Co | 17,962 | $3.05M | 0.93% | −142−0.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 17,931 | $3.05M | 0.32% | −17,394−49.2% | Reduced |
| Cape Ann Savings Bank | 17,929 | $3.05M | 1.77% | +53+0.3% | Added |
| Wealthcare Advisory Partners LLC | 17,909 | $3.05M | 0.09% | −822−4.4% | Reduced |
| Valmark Advisers, Inc. | 17,876 | $3.04M | 0.05% | +868+5.1% | Added |
| Avidian Wealth Solutions, LLC | 17,831 | $3.03M | 0.14% | −287−1.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 17,801 | $3.03M | 1.18% | +351+2.0% | Added |
| First Western Trust Bank | 17,779 | $3.02M | 0.14% | −66−0.4% | Reduced |
| Cordatus Wealth Management LLC | 17,740 | $3.02M | 1.08% | −41−0.2% | Reduced |
| JFS Wealth Advisors, LLC | 17,708 | $3.01M | 0.20% | +6,995+65.3% | Added |
| Smith, Moore & Co. | 17,674 | $3.01M | 0.29% | −570−3.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 17,667 | $3.00M | 1.25% | 00.0% | Unchanged |
| Optiver Holding B.V. | 17,578 | $2.99M | 0.08% | +11,077+170.4% | Added |