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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 43,163 | $7.34M | 0.25% | −5,112−10.6% | Reduced |
| Allianz SE | 43,096 | $7.33M | 0.20% | +505+1.2% | Added |
| Searle & Co. | 43,068 | $7.32M | 1.83% | −487−1.1% | Reduced |
| Alps Advisors Inc | 43,013 | $7.31M | 0.05% | −3,081−6.7% | Reduced |
| Stokes Capital Advisors, LLC | 42,926 | $7.30M | 1.87% | −2,235−4.9% | Reduced |
| Ascent Group, LLC | 42,837 | $7.28M | 0.55% | +11,553+36.9% | Added |
| David Loasby | 43,079 | $7.26M | 0.69% | +915+2.2% | Added |
| Grand Jean Capital Management Inc | 42,332 | $7.20M | 1.61% | −76−0.2% | Reduced |
| Ar Asset Management Inc | 42,209 | $7.18M | 1.60% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 42,108 | $7.16M | 0.15% | +8,496+25.3% | Added |
| Hantz Financial Services, Inc. | 41,959 | $7.13M | 0.13% | −1,619−3.7% | Reduced |
| Whitener Capital Management, Inc. | 41,942 | $7.13M | 2.02% | +1,286+3.2% | Added |
| Iowa State Bank | 41,939 | $7.13M | 1.47% | −1,912−4.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 41,615 | $7.08M | 1.79% | +3,286+8.6% | Added |
| Pavion Blue Capital, LLC | 41,295 | $7.02M | 3.27% | +357+0.9% | Added |
| First National Bank & Trust Co of Newtown | 41,240 | $7.01M | 1.34% | −533−1.3% | Reduced |
| CX Institutional | 41,184 | $7.00M | 0.31% | +27,643+204.1% | Added |
| Parallel Advisors, LLC | 41,139 | $7.00M | 0.17% | −1,748−4.1% | Reduced |
| Denali Advisors LLC | 41,074 | $6.98M | 0.75% | +41,074 | New |
| Wedbush Securities Inc | 41,030 | $6.98M | 0.26% | −3,851−8.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 40,930 | $6.96M | 0.42% | −340−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 40,796 | $6.94M | 0.37% | −225−0.5% | Reduced |
| Assetmark, Inc | 40,780 | $6.93M | 0.02% | +6,704+19.7% | Added |
| Westpac Banking Corp | 40,772 | $6.93M | 0.46% | −13,450−24.8% | Reduced |
| Buckhead Capital Management LLC | 40,757 | $6.93M | 2.19% | +2,429+6.3% | Added |
| Van Strum & Towne Inc. | 40,735 | $6.93M | 2.40% | +114+0.3% | Added |
| Intech Investment Management LLC | 40,676 | $6.92M | 0.08% | −2,636−6.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 40,668 | $6.92M | 0.48% | −3,674−8.3% | Reduced |
| Bowen Hanes & Co Inc | 40,615 | $6.91M | 0.18% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 40,518 | $6.89M | 0.11% | +38,473+1,881.3% | Added |
| Brady Family Wealth, LLC | 40,405 | $6.87M | 2.06% | +178+0.4% | Added |
| Lafayette Investments, Inc. | 40,275 | $6.85M | 1.44% | −85−0.2% | Reduced |
| Woodmont Investment Counsel LLC | 40,138 | $6.83M | 0.51% | −257−0.6% | Reduced |
| Intrust Bank NA | 39,943 | $6.79M | 0.68% | +518+1.3% | Added |
| Siemens Fonds Invest GmbH | 51,378 | $6.78M | 0.54% | −145−0.3% | Reduced |
| Sage Capital Advisors,llc | 39,827 | $6.77M | 1.77% | +353+0.9% | Added |
| Investment House LLC | 39,815 | $6.77M | 0.37% | −650−1.6% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $6.77M | 0.59% | 00.0% | Unchanged |
| Crestline Management, LP | 39,627 | $6.74M | 0.38% | +39,627 | New |
| FIL Ltd | 39,608 | $6.74M | 0.01% | +462+1.2% | Added |
| Change Path, LLC | 39,456 | $6.71M | 0.23% | +23,527+147.7% | Added |
| Tradewinds, LLC. | 39,368 | $6.69M | 2.06% | +1,583+4.2% | Added |
| Coston, McIsaac & Partners | 39,344 | $6.69M | 1.89% | +868+2.3% | Added |
| Private Capital Management LLC | 39,323 | $6.69M | 1.21% | −10,628−21.3% | Reduced |
| Boston Financial Mangement LLC | 39,242 | $6.67M | 0.20% | +179+0.5% | Added |
| Capital Investment Advisors, LLC | 39,184 | $6.66M | 0.14% | +96+0.2% | Added |
| Bleakley Financial Group, LLC | 39,116 | $6.65M | 0.20% | −1,079−2.7% | Reduced |
| Eastover Investment Advisors LLC | 39,114 | $6.65M | 3.11% | +2,759+7.6% | Added |
| Perigon Wealth Management, LLC | 39,085 | $6.65M | 0.18% | −523−1.3% | Reduced |
| Lountzis Asset Management, LLC | 39,071 | $6.64M | 2.76% | +438+1.1% | Added |
| Jefferies Financial Group Inc. | 38,893 | $6.61M | 0.11% | +30,930+388.4% | Added |
| Albion Financial Group | 38,869 | $6.61M | 0.46% | +1,295+3.4% | Added |
| Wetherby Asset Management Inc | 38,752 | $6.59M | 0.30% | −2,213−5.4% | Reduced |
| Roundview Capital LLC | 38,732 | $6.59M | 0.48% | −32−0.1% | Reduced |
| Colonial Trust Co | 38,608 | $6.57M | 1.01% | +3,013+8.5% | Added |
| Destination Wealth Management | 38,551 | $6.56M | 0.20% | +711+1.9% | Added |
| Tectonic Advisors LLC | 38,463 | $6.54M | 0.43% | +5,048+15.1% | Added |
| Windle Wealth, LLC | 38,458 | $6.54M | 3.55% | +1,639+4.5% | Added |
| Pine Valley Investments Ltd Liability Co | 38,374 | $6.53M | 0.45% | −2,218−5.5% | Reduced |
| GYL Financial Synergies, LLC | 38,318 | $6.52M | 0.49% | −7,083−15.6% | Reduced |
| Taurus Asset Management, LLC | 38,283 | $6.51M | 0.63% | −5,400−12.4% | Reduced |
| FRG Family Wealth Advisors LLC | 38,271 | $6.51M | 1.16% | −850−2.2% | Reduced |
| Independent Financial Group, LLC | 38,186 | $6.49M | 0.24% | −3,623−8.7% | Reduced |
| NewSquare Capital LLC | 38,643 | $6.48M | 0.52% | −455−1.2% | Reduced |
| Longbow Finance SA | 38,038 | $6.47M | 0.69% | 00.0% | Unchanged |
| RNC Capital Management LLC | 39,099 | $6.45M | 0.36% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 37,843 | $6.44M | 0.17% | −2,164−5.4% | Reduced |
| Everence Capital Management Inc | 37,839 | $6.43M | 0.41% | −6,290−14.3% | Reduced |
| Alley Investment Management Company, LLC | 37,830 | $6.43M | 0.81% | −31,033−45.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 37,679 | $6.41M | 0.54% | +1,883+5.3% | Added |
| Mengis Capital Management, Inc. | 37,656 | $6.40M | 1.26% | −152−0.4% | Reduced |
| Howland Capital Management LLC | 37,551 | $6.39M | 0.28% | −687−1.8% | Reduced |
| Bridge Creek Capital Management LLC | 37,531 | $6.38M | 1.92% | −127−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 37,417 | $6.36M | 0.34% | +17,100+84.2% | Added |
| Asset Management Group, Inc. | 37,394 | $6.36M | 1.11% | −874−2.3% | Reduced |
| WealthPLAN Partners, LLC | 37,368 | $6.35M | 0.85% | −5,965−13.8% | Reduced |
| Citizens National Bank Trust Department | 37,261 | $6.34M | 1.33% | −615−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 37,237 | $6.33M | 0.28% | +2,341+6.7% | Added |
| Grassi Investment Management | 37,200 | $6.33M | 0.55% | −600−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 37,017 | $6.29M | 0.33% | +13,964+60.6% | Added |
| Squarepoint Ops LLC | 36,982 | $6.29M | 0.02% | −178,562−82.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 36,868 | $6.27M | 0.69% | −9,800−21.0% | Reduced |
| DLK Investment Management, LLC | 36,797 | $6.26M | 2.40% | +803+2.2% | Added |
| Skba Capital Management LLC | 36,770 | $6.25M | 0.93% | −50−0.1% | Reduced |
| Cullen Investment Group, Ltd. | 36,768 | $6.25M | 0.93% | −1,820−4.7% | Reduced |
| Caldwell Trust Co | 36,701 | $6.24M | 0.66% | −2,848−7.2% | Reduced |
| Fort Point Capital Partners LLC | 36,414 | $6.19M | 0.78% | +1,073+3.0% | Added |
| Jackson Hole Capital Partners, LLC | 36,381 | $6.19M | 1.29% | −155−0.4% | Reduced |
| NTV Asset Management LLC | 36,313 | $6.18M | 0.83% | −273−0.7% | Reduced |
| South Dakota Investment Council | 36,179 | $6.15M | 0.12% | 00.0% | Unchanged |
| AMG National Trust Bank | 36,160 | $6.15M | 0.17% | −4,117−10.2% | Reduced |
| Baker Ellis Asset Management LLC | 36,033 | $6.13M | 0.87% | −1,095−2.9% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 35,974 | $6.12M | 0.85% | +32,982+1,102.3% | Added |
| Private Wealth Partners, LLC | 35,906 | $6.11M | 0.49% | +516+1.5% | Added |
| Wallington Asset Management, LLC | 35,904 | $6.11M | 0.85% | +65+0.2% | Added |
| Ayrshire Capital Management LLC | 35,778 | $6.08M | 2.89% | +1,053+3.0% | Added |
| Pathway Financial Advisers, LLC | 35,726 | $6.08M | 2.75% | +1,041+3.0% | Added |
| Stablepoint Partners, LLC | 35,723 | $6.07M | 1.11% | +384+1.1% | Added |
| Essex Financial Services, Inc. | 34,805 | $6.07M | 0.44% | −8,057−18.8% | Reduced |
| Costello Asset Management, INC | 35,370 | $6.01M | 4.02% | −57−0.2% | Reduced |