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 | 3,566 | $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 |
|---|---|---|---|---|---|
| CIC Wealth, LLC | 56,370 | $9.59M | 2.48% | −140.0% | Reduced |
| Lockheed Martin Investment Management Co | 56,270 | $9.57M | 0.44% | −1,650−2.8% | Reduced |
| FineMark National Bank & Trust | 56,087 | $9.54M | 0.33% | +1,598+2.9% | Added |
| Achmea Investment Management B.V. | 56,046 | $9.53M | 0.16% | +104+0.2% | Added |
| MUFG Securities EMEA plc | 56,000 | $9.52M | 0.39% | +56,000 | New |
| Tritonpoint Wealth, LLC | 55,933 | $9.51M | 0.87% | +651+1.2% | Added |
| PFG Investments, LLC | 55,783 | $9.49M | 0.61% | −329−0.6% | Reduced |
| Jacobi Capital Management LLC | 55,725 | $9.48M | 0.72% | −101−0.2% | Reduced |
| M. Kraus & Co | 55,670 | $9.47M | 2.77% | −1,265−2.2% | Reduced |
| E. Ohman J:or Asset Management AB | 55,610 | $9.46M | 0.23% | −3,950−6.6% | Reduced |
| Trust Co of Toledo NA | 54,881 | $9.33M | 1.26% | −258−0.5% | Reduced |
| Allied Investment Advisors, LLC | 54,845 | $9.33M | 1.85% | +736+1.4% | Added |
| McCollum Christoferson Group LLC | 54,664 | $9.30M | 2.69% | −304−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 54,657 | $9.29M | 0.18% | −15,826−22.5% | Reduced |
| Valeo Financial Advisors, LLC | 81,926 | $9.27M | 0.26% | −7,064−7.9% | Reduced |
| Resources Investment Advisors, LLC. | 54,511 | $9.27M | 0.11% | −1,926−3.4% | Reduced |
| Narwhal Capital Management | 54,415 | $9.25M | 0.83% | +7,511+16.0% | Added |
| Dorchester Wealth Management Co | 54,340 | $9.24M | 1.69% | +1,350+2.5% | Added |
| Appleton Partners Inc | 54,297 | $9.23M | 0.68% | −1,701−3.0% | Reduced |
| Talbot Financial, LLC | 54,262 | $9.23M | 1.12% | +2,561+5.0% | Added |
| Kinneret Advisory, LLC | 54,093 | $9.20M | 0.84% | −709−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 54,033 | $9.19M | 0.34% | −2,599−4.6% | Reduced |
| Smithfield Trust Co | 53,887 | $9.19M | 0.45% | −99−0.2% | Reduced |
| Hendley & Co Inc | 53,920 | $9.17M | 3.20% | +2,523+4.9% | Added |
| Veriti Management LLC | 53,873 | $9.16M | 0.49% | +5,444+11.2% | Added |
| Plato Investment Management Ltd | 53,713 | $9.12M | 0.74% | +463+0.9% | Added |
| HighPoint Advisor Group LLC | 53,297 | $9.06M | 0.53% | +1,935+3.8% | Added |
| Executive Wealth Management, LLC | 53,261 | $9.06M | 0.71% | +53,261 | New |
| LaFleur & Godfrey LLC | 53,222 | $9.05M | 1.25% | −271−0.5% | Reduced |
| Churchill Management Corp | 53,058 | $9.02M | 0.10% | −703−1.3% | Reduced |
| Brighton Jones LLC | 52,818 | $8.98M | 0.34% | +25,012+90.0% | Added |
| Hilltop Holdings Inc. | 52,583 | $8.94M | 0.58% | +44,523+552.4% | Added |
| Evoke Wealth, LLC | 52,545 | $8.94M | 0.24% | +52,545 | New |
| Old Point Trust & Financial Services N A | 52,308 | $8.89M | 3.20% | +275+0.5% | Added |
| Park Avenue Securities LLC | 52,015 | $8.85M | 0.10% | −4,877−8.6% | Reduced |
| Americana Partners, LLC | 51,898 | $8.83M | 0.60% | +1,873+3.7% | Added |
| Renaissance Investment Group LLC | 51,270 | $8.72M | 1.81% | +168+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 50,973 | $8.67M | 0.79% | −212−0.4% | Reduced |
| Courier Capital LLC | 50,923 | $8.66M | 0.59% | −325−0.6% | Reduced |
| Dean Investment Associates, LLC | 50,909 | $8.66M | 1.17% | +20,231+65.9% | Added |
| Farmers Trust Co | 50,882 | $8.65M | 1.61% | −6,866−11.9% | Reduced |
| River Wealth Advisors LLC | 50,870 | $8.65M | 1.15% | +946+1.9% | Added |
| BNP Paribas | 50,906 | $8.65M | 0.36% | −2,080−3.9% | Reduced |
| First Trust Investment Solutions L.P. | 50,843 | $8.65M | 0.97% | +20,155+65.7% | Added |
| Parsons Capital Management Inc | 50,842 | $8.65M | 0.55% | −463−0.9% | Reduced |
| South State Corp. | 50,682 | $8.62M | 0.59% | −1,218−2.3% | Reduced |
| Fred Alger Management, LLC | 50,431 | $8.58M | 0.04% | +589+1.2% | Added |
| First Nebraska Trust Co | 50,293 | $8.55M | 0.83% | −1,294−2.5% | Reduced |
| Moneta Group Investment Advisors LLC | 50,147 | $8.53M | 0.12% | −90.0% | Reduced |
| Mattern Capital Management, LLC | 49,941 | $8.49M | 1.07% | +480+1.0% | Added |
| Mitchell Sinkler & Starr | 52,302 | $8.49M | 2.13% | +1,412+2.8% | Added |
| Marietta Wealth Management, LLC | 49,788 | $8.47M | 1.23% | +1,971+4.1% | Added |
| Fulcrum Capital LLC | 49,465 | $8.41M | 1.83% | +188+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 49,401 | $8.40M | 0.72% | −180−0.4% | Reduced |
| Gotham Asset Management, LLC | 49,384 | $8.40M | 0.09% | +40,162+435.5% | Added |
| EFG Asset Management (Americas) Corp. | 49,308 | $8.38M | 1.64% | −1,728−3.4% | Reduced |
| Shelter Mutual Insurance Co | 51,020 | $8.37M | 2.00% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 49,204 | $8.37M | 3.29% | −45−0.1% | Reduced |
| Wills Financial Group, Inc. | 49,164 | $8.36M | 3.51% | +1,014+2.1% | Added |
| Compagnie Lombard Odier SCmA | 49,111 | $8.35M | 0.13% | −2,164−4.2% | Reduced |
| Jasper Ridge Partners, L.P. | 49,000 | $8.33M | 0.24% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 48,942 | $8.32M | 0.22% | −113,773−69.9% | Reduced |
| Avantax Planning Partners, Inc. | 48,837 | $8.30M | 0.30% | −14,681−23.1% | Reduced |
| Dynamic Advisor Solutions LLC | 48,779 | $8.29M | 0.25% | +1,432+3.0% | Added |
| Chicago Capital, LLC | 48,622 | $8.27M | 0.23% | +539+1.1% | Added |
| Hunter Associates Investment Management LLC | 48,452 | $8.25M | 1.28% | +50.0% | Added |
| Buckingham Capital Management, Inc. | 48,379 | $8.23M | 0.94% | −335−0.7% | Reduced |
| Whalerock Point Partners, LLC | 48,184 | $8.19M | 1.95% | +1,147+2.4% | Added |
| Granite Investment Partners, LLC | 48,100 | $8.18M | 0.35% | −3,732−7.2% | Reduced |
| M&R Capital Management Inc | 47,992 | $8.16M | 1.80% | −139−0.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 47,800 | $8.13M | 0.30% | 00.0% | Unchanged |
| Allworth Financial LP | 47,771 | $8.12M | 0.05% | −1,860−3.7% | Reduced |
| Empirical Finance, LLC | 47,541 | $8.08M | 0.47% | +996+2.1% | Added |
| Visionary Wealth Advisors | 47,524 | $8.08M | 0.49% | +2,870+6.4% | Added |
| Core Alternative Capital | 47,497 | $8.08M | 1.56% | −4,780−9.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 47,456 | $8.07M | 0.16% | −2,076−4.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 47,096 | $8.01M | 0.15% | −1,173−2.4% | Reduced |
| Hutner Capital Management Inc | 46,918 | $7.98M | 3.97% | +156+0.3% | Added |
| SevenBridge Financial Group, LLC | 48,215 | $7.92M | 1.53% | +1,872+4.0% | Added |
| Neville Rodie & Shaw Inc | 46,538 | $7.91M | 0.58% | −2,757−5.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 46,429 | $7.90M | 4.20% | −1,498−3.1% | Reduced |
| Valicenti Advisory Services Inc | 46,218 | $7.86M | 2.02% | +7,180+18.4% | Added |
| Papp L Roy & Associates | 46,061 | $7.83M | 0.95% | +289+0.6% | Added |
| Headinvest, LLC | 45,872 | $7.80M | 1.44% | −709−1.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 47,408 | $7.79M | 1.37% | −9,649−16.9% | Reduced |
| LMG Wealth Partners, LLC | 45,653 | $7.76M | 1.78% | +1,327+3.0% | Added |
| Ostrum Asset Management | 45,616 | $7.76M | 0.64% | +2,150+4.9% | Added |
| Pallas Capital Advisors LLC | 44,840 | $7.72M | 0.33% | +3,992+9.8% | Added |
| Bright Rock Capital Management, LLC | 45,000 | $7.65M | 1.54% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 44,722 | $7.61M | 0.26% | −10.0% | Reduced |
| JGP Wealth Management, LLC | 44,719 | $7.60M | 0.98% | +1,074+2.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 44,381 | $7.55M | 1.28% | −1,415−3.1% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 44,326 | $7.54M | 1.95% | +670+1.5% | Added |
| Stonebridge Capital Management Inc | 44,010 | $7.48M | 2.97% | −50−0.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 43,966 | $7.48M | 1.68% | +491+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 43,534 | $7.40M | 0.17% | −217−0.5% | Reduced |
| Greenwood Capital Associates LLC | 43,477 | $7.39M | 0.96% | −271−0.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 43,454 | $7.39M | 0.34% | −5,457−11.2% | Reduced |
| Ironwood Investment Counsel, LLC | 43,296 | $7.36M | 1.23% | −1,726−3.8% | Reduced |
| Equitable Holdings, Inc. | 43,289 | $7.36M | 0.07% | −23,498−35.2% | Reduced |