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 | 3,566 | $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, 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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 36,193 | $5.50M | 0.10% | +996+2.8% | Added |
| Stablepoint Partners, LLC | 36,182 | $5.50M | 1.01% | +459+1.3% | Added |
| South Dakota Investment Council | 36,179 | $5.50M | 0.11% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 36,176 | $5.50M | 0.99% | +36,176 | New |
| Pathway Financial Advisers, LLC | 36,154 | $5.50M | 1.85% | +428+1.2% | Added |
| Romano Brothers and Company | 36,096 | $5.49M | 0.69% | +15,115+72.0% | Added |
| Cullen Investment Group, Ltd. | 35,946 | $5.47M | 0.81% | −822−2.2% | Reduced |
| Wealthspire Advisors, LLC | 35,819 | $5.45M | 0.05% | +2,819+8.5% | Added |
| Coston, McIsaac & Partners | 35,596 | $5.41M | 1.60% | −3,748−9.5% | Reduced |
| Leonteq Securities AG | 35,529 | $5.40M | 0.53% | +21,916+161.0% | Added |
| EFG Asset Management (Americas) Corp. | 35,493 | $5.40M | 1.05% | −13,815−28.0% | Reduced |
| Parkwood LLC | 35,493 | $5.40M | 0.66% | +3,471+10.8% | Added |
| Capital Investment Counsel, LLC | 35,467 | $5.39M | 0.90% | +1,385+4.1% | Added |
| Park Avenue Securities LLC | 35,466 | $5.39M | 0.06% | −16,549−31.8% | Reduced |
| Red Door Wealth Management, LLC | 35,436 | $5.39M | 0.82% | +2,568+7.8% | Added |
| Wallington Asset Management, LLC | 35,384 | $5.38M | 0.78% | −520−1.4% | Reduced |
| Virtu Financial LLC | 35,323 | $5.37M | 0.28% | +25,851+272.9% | Added |
| WealthPLAN Partners, LLC | 35,277 | $5.36M | 0.76% | −2,091−5.6% | Reduced |
| Boston Research & Management Inc | 35,249 | $5.36M | 1.29% | +710+2.1% | Added |
| Perigon Wealth Management, LLC | 36,391 | $5.33M | 0.13% | −2,694−6.9% | Reduced |
| Mengis Capital Management, Inc. | 35,061 | $5.33M | 1.09% | −2,595−6.9% | Reduced |
| Caldwell Trust Co | 35,030 | $5.33M | 0.56% | −1,671−4.6% | Reduced |
| Baker Ellis Asset Management LLC | 35,016 | $5.32M | 0.78% | −1,017−2.8% | Reduced |
| Addison Capital Co | 35,007 | $5.32M | 2.12% | −262−0.7% | Reduced |
| Wetherby Asset Management Inc | 34,806 | $5.29M | 0.25% | −3,946−10.2% | Reduced |
| Fort Point Capital Partners LLC | 34,655 | $5.27M | 0.59% | −1,759−4.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 34,617 | $5.26M | 0.29% | −2,400−6.5% | Reduced |
| Private Wealth Partners, LLC | 34,573 | $5.26M | 0.40% | −1,333−3.7% | Reduced |
| Tufton Capital Management | 34,513 | $5.25M | 0.99% | +180+0.5% | Added |
| Rodgers Brothers Inc. | 34,355 | $5.22M | 0.68% | −335−1.0% | Reduced |
| Bleakley Financial Group, LLC | 34,271 | $5.21M | 0.16% | −4,845−12.4% | Reduced |
| Shorepoint Capital Partners LLC | 34,247 | $5.21M | 1.19% | +644+1.9% | Added |
| Peterson Wealth Management | 34,124 | $5.19M | 3.09% | −567−1.6% | Reduced |
| Northcape Wealth Management, LLC | 34,092 | $5.18M | 1.68% | −26−0.1% | Reduced |
| Ostrum Asset Management | 34,074 | $5.18M | 0.45% | −11,542−25.3% | Reduced |
| We Are One Seven, LLC | 33,758 | $5.13M | 0.20% | +5,323+18.7% | Added |
| Hills Bank & Trust Co | 33,758 | $5.13M | 0.39% | −934−2.7% | Reduced |
| First National Advisers, LLC | 33,734 | $5.13M | 0.83% | +1,522+4.7% | Added |
| Slagle Financial, LLC | 33,599 | $5.11M | 2.30% | +2,747+8.9% | Added |
| New Hampshire Trust | 33,451 | $5.09M | 1.07% | −294−0.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 33,210 | $5.08M | 0.48% | +6,764+25.6% | Added |
| Stokes Family Office, LLC | 33,411 | $5.08M | 0.54% | +1,065+3.3% | Added |
| Thompson Investment Management, Inc. | 33,393 | $5.08M | 0.73% | +504+1.5% | Added |
| Family Capital Trust Co | 33,348 | $5.07M | 1.72% | +455+1.4% | Added |
| Vident Advisory, LLC | 33,307 | $5.07M | 0.09% | −27,219−45.0% | Reduced |
| Schnieders Capital Management LLC | 33,297 | $5.06M | 1.00% | −205−0.6% | Reduced |
| Mutual Advisors, LLC | 34,476 | $5.05M | 0.15% | +7,210+26.4% | Added |
| Diversify Wealth Management, LLC | 35,395 | $5.05M | 0.39% | +13,423+61.1% | Added |
| Principal Street Partners, LLC | 33,059 | $5.03M | 0.99% | −2,245−6.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 33,033 | $5.02M | 0.40% | +1,722+5.5% | Added |
| DoubleLine ETF Adviser LP | 32,817 | $4.99M | 1.35% | +807+2.5% | Added |
| Motco | 32,753 | $4.98M | 0.51% | −948−2.8% | Reduced |
| Close Asset Management Ltd | 32,616 | $4.96M | 0.14% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 32,538 | $4.95M | 1.09% | −102−0.3% | Reduced |
| Pictet Bank & Trust Ltd | 32,455 | $4.94M | 4.93% | +395+1.2% | Added |
| Compass Wealth Management LLC | 32,274 | $4.91M | 1.18% | +8,480+35.6% | Added |
| LGT Fund Management Co Ltd. | 32,243 | $4.90M | 0.43% | −2,000−5.8% | Reduced |
| BKD Wealth Advisors, LLC | 32,069 | $4.88M | 0.11% | −1,625−4.8% | Reduced |
| Sowell Financial Services LLC | 32,018 | $4.87M | 0.26% | +2,629+8.9% | Added |
| Infusive Asset Management Inc. | 31,977 | $4.86M | 2.17% | +9,116+39.9% | Added |
| Verdence Capital Advisors LLC | 31,955 | $4.86M | 0.39% | +3,050+10.6% | Added |
| Cardinal Capital Management | 31,673 | $4.86M | 0.76% | +127+0.4% | Added |
| RB Capital Management, LLC | 31,940 | $4.86M | 1.14% | −1,376−4.1% | Reduced |
| Equitable Trust Co | 31,898 | $4.85M | 0.27% | −253−0.8% | Reduced |
| Essex Financial Services, Inc. | 31,714 | $4.82M | 0.34% | −3,091−8.9% | Reduced |
| AMG National Trust Bank | 31,631 | $4.81M | 0.13% | −4,529−12.5% | Reduced |
| Bollard Group LLC | 31,575 | $4.80M | 0.13% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 31,566 | $4.80M | 2.04% | +2,138+7.3% | Added |
| Journey Advisory Group, LLC | 29,081 | $4.80M | 0.57% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 27,625 | $4.78M | 0.29% | +636+2.4% | Added |
| Hall Laurie J Trustee | 31,382 | $4.77M | 1.57% | −418−1.3% | Reduced |
| Level Four Advisory Services, LLC | 31,277 | $4.76M | 0.19% | −991−3.1% | Reduced |
| Roberts Glore & Co Inc | 31,254 | $4.75M | 1.41% | −713−2.2% | Reduced |
| Sigma Planning Corp | 31,248 | $4.75M | 0.15% | −2,352−7.0% | Reduced |
| Phoenix Holdings Ltd. | 31,168 | $4.75M | 0.07% | +2,659+9.3% | Added |
| Opus Investment Management Inc | 31,200 | $4.74M | 3.50% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 31,200 | $4.74M | 0.24% | +9,217+41.9% | Added |
| American Trust | 31,117 | $4.73M | 0.36% | +1,926+6.6% | Added |
| Beacon Investment Advisory Services, Inc. | 31,012 | $4.72M | 0.20% | −3,274−9.5% | Reduced |
| Spinnaker Trust | 30,902 | $4.70M | 0.30% | +362+1.2% | Added |
| Marshall & Sullivan Inc | 30,888 | $4.70M | 2.30% | +530+1.7% | Added |
| Legacy Advisors, LLC | 30,558 | $4.69M | 0.46% | −454−1.5% | Reduced |
| TrueMark Investments, LLC | 30,825 | $4.69M | 1.50% | +10,519+51.8% | Added |
| City Holding Co | 30,685 | $4.67M | 0.66% | −1,255−3.9% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 30,645 | $4.66M | 0.67% | +30,645 | New |
| Investment House LLC | 30,633 | $4.66M | 0.25% | −9,182−23.1% | Reduced |
| Asio Capital, LLC | 30,365 | $4.65M | 0.88% | +4,304+16.5% | Added |
| Hartford Financial Management Inc. | 30,490 | $4.64M | 0.95% | +99+0.3% | Added |
| Private Trust Co NA | 30,485 | $4.64M | 0.48% | −1,253−3.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 30,357 | $4.62M | 0.30% | +992+3.4% | Added |
| Essential Planning, LLC. | 28,105 | $4.61M | 0.03% | +28,105 | New |
| Patrick Mauro Investment Advisor, INC. | 30,196 | $4.60M | 2.63% | +8,100+36.7% | Added |
| RNC Capital Management LLC | 30,124 | $4.58M | 0.24% | −8,975−23.0% | Reduced |
| King Wealth | 30,111 | $4.58M | 0.67% | +22+0.1% | Added |
| Reuter James Wealth Management, LLC | 30,069 | $4.57M | 0.85% | +1,621+5.7% | Added |
| Arrow Capital Pty Ltd | 30,000 | $4.56M | 4.18% | +30,000 | New |
| Pegasus Asset Management, Inc. | 29,862 | $4.54M | 1.71% | +174+0.6% | Added |
| Harbor Advisory Corp | 29,792 | $4.53M | 1.49% | −148−0.5% | Reduced |
| Mitchell Capital Management Co | 29,771 | $4.53M | 0.79% | −3,294−10.0% | Reduced |
| Transcend Wealth Collective, LLC | 29,771 | $4.53M | 0.33% | −1,106−3.6% | Reduced |