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, Q4 2024
Institutional positions in PepsiCo Inc as of Dec 31, 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
- 3,483
- +202 vs. Q3 2024
- Shares held
- 1.03B
- +22.5M (+2.2%) vs. Q3 2024
- Total value
- $156.6B
- −$14.5B (−8.5%) vs. Q3 2024
- New holders
- 388
- 1,093 more added
- Sold out
- 186
- 1,640 more reduced
71 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 3,625 | $551.2K | 0.02% | −871−19.4% | Reduced |
| Keel Point, LLC | 3,628 | $551.7K | 0.04% | −536−12.9% | Reduced |
| Verity Asset Management, Inc. | 3,670 | $551.9K | 0.31% | −3,446−48.4% | Reduced |
| Financial Engines Advisors L.L.C. | 3,634 | $552.6K | 0.00% | +3,634 | New |
| Quantbot Technologies LP | 3,651 | $555.2K | 0.02% | +3,651 | New |
| FinDec Wealth Services, Inc. | 3,658 | $556.2K | 0.39% | −1,034−22.0% | Reduced |
| BIP Wealth, LLC | 3,659 | $556.4K | 0.04% | +58+1.6% | Added |
| Financial Council Asset Management Inc | 3,660 | $556.5K | 0.29% | −32−0.9% | Reduced |
| SOL Capital Management CO | 3,667 | $558.0K | 0.06% | −742−16.8% | Reduced |
| Riverpark Capital Management LLC | 3,673 | $558.5K | 0.98% | 00.0% | Unchanged |
| Tobam | 3,674 | $559.0K | 0.17% | −1,026−21.8% | Reduced |
| LifeSteps Financial, Inc. | 3,697 | $562.1K | 0.43% | −85−2.2% | Reduced |
| Cranbrook Wealth Management, LLC | 3,699 | $562.4K | 0.13% | 00.0% | Unchanged |
| Willner & Heller, LLC | 3,700 | $562.7K | 0.49% | +407+12.4% | Added |
| Claris Financial LLC | 3,702 | $562.9K | 0.37% | +3,702 | New |
| Rock Point Advisors, LLC | 3,702 | $562.9K | 0.16% | −130−3.4% | Reduced |
| Onefund, LLC | 3,710 | $564.1K | 0.54% | +101+2.8% | Added |
| Montchanin Asset Management, LLC | 3,720 | $566.0K | 0.55% | −335−8.3% | Reduced |
| Argent Advisors, Inc. | 3,723 | $566.1K | 0.21% | −38−1.0% | Reduced |
| Cairn Investment Group, Inc. | 3,733 | $568.0K | 0.33% | −15−0.4% | Reduced |
| Insight Wealth Strategies, LLC | 3,737 | $568.2K | 0.08% | +15+0.4% | Added |
| Summitry LLC | 3,738 | $568.4K | 0.03% | −4−0.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,740 | $568.7K | 0.48% | −79−2.1% | Reduced |
| Stillwater Wealth Management Group | 3,740 | $568.7K | 0.51% | +3,740 | New |
| CoreCap Advisors, LLC | 3,744 | $569.3K | 0.03% | +388+11.6% | Added |
| Liberty Wealth Management LLC | 3,766 | $572.8K | 0.10% | −91−2.4% | Reduced |
| Salomon & Ludwin, LLC | 3,777 | $574.3K | 0.06% | −651−14.7% | Reduced |
| Capstone Financial Advisors, Inc. | 3,785 | $575.5K | 0.04% | −12−0.3% | Reduced |
| Compass Capital Management, Inc | 3,788 | $576.0K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,790 | $576.3K | 0.29% | −50−1.3% | Reduced |
| Bay Capital Advisors, LLC | 3,827 | $581.9K | 0.47% | +3,827 | New |
| Hollencrest Capital Management | 3,833 | $582.8K | 0.02% | −2−0.1% | Reduced |
| Opus Capital Group, LLC | 3,840 | $584.0K | 0.07% | −682−15.1% | Reduced |
| BWM Planning, LLC | 3,844 | $584.6K | 0.25% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3,849 | $585.3K | 0.05% | −1,067−21.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,864 | $587.6K | 0.29% | −313−7.5% | Reduced |
| Vertex Planning Partners, LLC | 3,871 | $588.7K | 0.13% | +200+5.4% | Added |
| Twin Tree Management, LP | 3,873 | $588.9K | 0.01% | +3,873 | New |
| Nemes Rush Group LLC | 3,881 | $590.1K | 0.07% | −349−8.3% | Reduced |
| Capital Advisors, Ltd. LLC | 3,890 | $592.0K | 0.07% | +13+0.3% | Added |
| Atlas Wealth LLC | 3,895 | $592.3K | 0.22% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,897 | $592.6K | 0.29% | −528−11.9% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 3,901 | $593.2K | 0.07% | −32,073−89.2% | Reduced |
| FLC Capital Advisors | 3,902 | $593.3K | 0.14% | −1,527−28.1% | Reduced |
| Sippican Capital Advisors | 3,912 | $594.9K | 0.43% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,915 | $595.7K | 0.09% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,919 | $596.0K | 0.17% | −1,551−28.4% | Reduced |
| MJP Associates Inc | 3,933 | $598.0K | 0.11% | −201−4.9% | Reduced |
| LBMC Investment Advisors, LLC | 3,938 | $598.9K | 0.05% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 3,951 | $600.8K | 0.57% | −101−2.5% | Reduced |
| Finivi Inc. | 3,963 | $602.6K | 0.48% | +2,521+174.8% | Added |
| Signature Estate & Investment Advisors LLC | 3,968 | $603.3K | 0.02% | −291−6.8% | Reduced |
| Humankind Investments LLC | 3,969 | $603.5K | 0.15% | +468+13.4% | Added |
| Investment Partners Asset Management, Inc. | 3,978 | $604.9K | 0.47% | +431+12.2% | Added |
| Sachetta, LLC | 3,979 | $606.0K | 0.24% | −254−6.0% | Reduced |
| Prentice Wealth Management LLC | 3,994 | $607.3K | 0.18% | +224+5.9% | Added |
| Fox Run Management, L.L.C. | 3,996 | $607.6K | 0.11% | +3,996 | New |
| Aurora Investment Managers, LLC. | 3,997 | $608.0K | 0.38% | −8−0.2% | Reduced |
| Cadinha & Co LLC | 4,003 | $608.7K | 0.10% | −18−0.4% | Reduced |
| CVA Family Office, LLC | 4,005 | $609.0K | 0.10% | −89−2.2% | Reduced |
| Stonebridge Financial Group, LLC | 4,009 | $609.6K | 0.07% | +4,009 | New |
| Sound Financial Strategies Group, LLC | 4,024 | $611.9K | 0.51% | +4,024 | New |
| Legacy Wealth Asset Management, LLC | 4,028 | $612.5K | 0.17% | −42−1.0% | Reduced |
| Altrafin AG | 4,048 | $615.5K | 0.21% | +175+4.5% | Added |
| Optas, LLC | 4,062 | $617.6K | 0.13% | +145+3.7% | Added |
| Summit X, LLC | 4,070 | $618.8K | 0.14% | −157−3.7% | Reduced |
| Holistic Planning, LLC | 4,073 | $619.3K | 0.22% | −5−0.1% | Reduced |
| Cooper Financial Group | 4,078 | $620.1K | 0.07% | +389+10.5% | Added |
| Schear Investment Advisers, LLC | 4,082 | $620.7K | 0.33% | −199−4.6% | Reduced |
| McMorgan & Co LLC | 4,082 | $620.7K | 0.10% | −85−2.0% | Reduced |
| Retirement Planning Group | 4,087 | $621.4K | 0.03% | −315−7.2% | Reduced |
| Commonwealth Financial Services, LLC | 4,087 | $621.4K | 0.12% | +277+7.3% | Added |
| DRW Securities, LLC | 4,087 | $621.5K | 0.04% | −163−3.8% | Reduced |
| Addison Advisors LLC | 4,100 | $623.4K | 0.17% | −1,591−28.0% | Reduced |
| Cascades Capital Asset Management, LLC | 4,106 | $624.4K | 0.33% | −391−8.7% | Reduced |
| Wedgewood Investors Inc | 4,111 | $625.1K | 0.74% | −150−3.5% | Reduced |
| Bolthouse Investments, LLC | 4,118 | $626.2K | 0.58% | +4,118 | New |
| Finward Bancorp | 4,124 | $627.1K | 0.54% | +4,124 | New |
| Plan A Wealth LLC | 4,136 | $628.9K | 0.58% | +4,136 | New |
| JNBA Financial Advisors | 4,146 | $630.5K | 0.06% | −22−0.5% | Reduced |
| Gables Capital Management Inc. | 4,152 | $631.4K | 0.30% | +200+5.1% | Added |
| Apriem Advisors | 4,155 | $631.8K | 0.07% | +262+6.7% | Added |
| Clayton Financial Group LLC | 4,155 | $631.9K | 0.23% | −429−9.4% | Reduced |
| Old North State Trust, LLC | 4,153 | $632.0K | 0.40% | −304−6.8% | Reduced |
| PCG Asset Management, LLC | 4,161 | $632.7K | 0.55% | +4,161 | New |
| Transce3nd, LLC | 4,162 | $632.9K | 0.21% | +4,162 | New |
| Napatree Capital LLC | 4,185 | $636.4K | 0.37% | +648+18.3% | Added |
| Elefante Mark B | 4,195 | $637.9K | 0.58% | +4,195 | New |
| Waddell & Associates, LLC | 4,197 | $638.1K | 0.07% | −16−0.4% | Reduced |
| Eagle Ridge Investment Management | 4,201 | $638.8K | 0.06% | 00.0% | Unchanged |
| Invesco, LLC | 4,202 | $639.0K | 0.25% | −1,659−28.3% | Reduced |
| Aprio Wealth Management, LLC | 4,214 | $640.8K | 0.09% | +233+5.9% | Added |
| Camden Capital, LLC | 4,222 | $642.0K | 0.07% | +1,070+33.9% | Added |
| Ameriflex Group, Inc. | 4,266 | $642.8K | 0.29% | +4,266 | New |
| Freedom Financial Partners LLC | 4,228 | $642.9K | 0.31% | +4,228 | New |
| RiverFront Investment Group, LLC | 4,233 | $643.7K | 0.01% | +207+5.1% | Added |
| American Investment Services, Inc. | 4,238 | $644.4K | 0.11% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,249 | $646.1K | 0.20% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 4,252 | $646.6K | 0.36% | +4,252 | New |
| McGlone Suttner Wealth Management, Inc. | 4,259 | $647.7K | 0.11% | −2,993−41.3% | Reduced |