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 |
|---|---|---|---|---|---|
| SP Asset Management LLC | 29,740 | $4.52M | 0.38% | −353−1.2% | Reduced |
| Hennessy Advisors Inc | 29,700 | $4.52M | 0.13% | −1,100−3.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 54,309 | $4.50M | 0.78% | +13,641+33.5% | Added |
| Charter Research & Investment Group, Inc. | 29,570 | $4.50M | 3.42% | −542−1.8% | Reduced |
| Navellier & Associates Inc | 29,558 | $4.49M | 0.54% | −215−0.7% | Reduced |
| Brevan Howard Capital Management LP | 29,540 | $4.49M | 0.11% | +29,540 | New |
| Principle Wealth Partners LLC | 29,419 | $4.47M | 0.31% | −2,565−8.0% | Reduced |
| NorthRock Partners, LLC | 29,101 | $4.46M | 0.15% | −4,686−13.9% | Reduced |
| Redmond Asset Management, LLC | 29,196 | $4.44M | 1.11% | +12,924+79.4% | Added |
| Clark & Stuart, Inc | 29,182 | $4.44M | 3.25% | +29,182 | New |
| Garland Capital Management Inc | 29,035 | $4.42M | 3.62% | −105−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 28,737 | $4.41M | 0.16% | +956+3.4% | Added |
| WMS Partners, LLC | 28,977 | $4.41M | 0.25% | +509+1.8% | Added |
| Farther Finance Advisors, LLC | 28,960 | $4.40M | 0.16% | +1,923+7.1% | Added |
| Mechanics Bank Trust Department | 28,943 | $4.40M | 0.59% | −1,598−5.2% | Reduced |
| Icon Wealth Advisors, LLC | 28,867 | $4.39M | 0.36% | +545+1.9% | Added |
| RBA Wealth Management, LLC | 28,835 | $4.38M | 1.67% | +275+1.0% | Added |
| Money Concepts Capital Corp | 28,807 | $4.38M | 0.33% | +134+0.5% | Added |
| Baugh & Associates, LLC | 29,956 | $4.37M | 2.27% | −153−0.5% | Reduced |
| Ballentine Partners, LLC | 28,566 | $4.34M | 0.07% | −999−3.4% | Reduced |
| High Net Worth Advisory Group LLC | 28,561 | $4.34M | 1.21% | −1,410−4.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 28,541 | $4.34M | 0.55% | −2,769−8.8% | Reduced |
| Penn Davis McFarland Inc | 28,513 | $4.34M | 0.47% | −100.0% | Reduced |
| Fruth Investment Management | 28,398 | $4.32M | 1.19% | −230−0.8% | Reduced |
| CAPROCK Group, Inc. | 28,090 | $4.31M | 0.14% | −1,154−3.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 28,325 | $4.31M | 0.87% | +1,460+5.4% | Added |
| Long Road Investment Counsel, LLC | 28,300 | $4.30M | 1.76% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 28,269 | $4.30M | 1.37% | +799+2.9% | Added |
| Capital Analysts, LLC | 28,206 | $4.29M | 0.17% | −342−1.2% | Reduced |
| Rossmore Private Capital | 28,299 | $4.28M | 0.53% | −986−3.4% | Reduced |
| Regal Investment Advisors LLC | 28,116 | $4.28M | 0.32% | −955−3.3% | Reduced |
| Leavell Investment Management, Inc. | 27,844 | $4.27M | 0.21% | +71+0.3% | Added |
| Westhampton Capital, LLC | 28,052 | $4.27M | 2.18% | +160+0.6% | Added |
| Mendel Money Management | 28,003 | $4.26M | 1.90% | −1,614−5.4% | Reduced |
| Horrell Capital Management, Inc. | 27,872 | $4.24M | 1.24% | +41+0.1% | Added |
| DJE Kapital AG | 27,900 | $4.24M | 0.10% | +27,900 | New |
| Johnson Financial Group, Inc. | 28,090 | $4.23M | 0.20% | +5,547+24.6% | Added |
| LVM Capital Management Ltd | 27,683 | $4.21M | 0.45% | −31−0.1% | Reduced |
| Exeter Financial, LLC | 27,574 | $4.19M | 1.92% | +1,446+5.5% | Added |
| Univest Financial Corp | 27,554 | $4.19M | 0.26% | +1,679+6.5% | Added |
| Harbour Capital Advisors, LLC | 27,850 | $4.17M | 0.93% | −375−1.3% | Reduced |
| Harbour Investments, Inc. | 27,318 | $4.15M | 0.12% | −753−2.7% | Reduced |
| Old Second National Bank of Aurora | 27,299 | $4.15M | 0.94% | −1,331−4.6% | Reduced |
| Union Heritage Capital, LLC | 27,289 | $4.15M | 1.53% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 29,034 | $4.14M | 0.99% | −1,573−5.1% | Reduced |
| Freestone Capital Holdings, LLC | 27,148 | $4.13M | 0.14% | −4,038−12.9% | Reduced |
| American National Bank | 27,102 | $4.12M | 0.46% | +213+0.8% | Added |
| Beaton Management Co. Inc. | 27,098 | $4.12M | 2.12% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 27,062 | $4.12M | 0.68% | −228−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 27,048 | $4.11M | 0.34% | −22,353−45.2% | Reduced |
| Advanced Asset Management Advisors Inc | 26,964 | $4.10M | 1.07% | −40.0% | Reduced |
| American Money Management, LLC | 26,873 | $4.09M | 0.80% | +738+2.8% | Added |
| Commonwealth Retirement Investments LLC | 26,815 | $4.08M | 1.68% | +833+3.2% | Added |
| Costello Asset Management, INC | 26,761 | $4.07M | 2.69% | −8,609−24.3% | Reduced |
| Adams Asset Advisors, LLC | 26,722 | $4.06M | 0.52% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 26,660 | $4.05M | 2.42% | +1,795+7.2% | Added |
| Twin Capital Management Inc | 26,632 | $4.05M | 0.44% | −273−1.0% | Reduced |
| Brookstone Capital Management | 26,580 | $4.04M | 0.06% | −636−2.3% | Reduced |
| CCM Investment Group, LLC | 26,636 | $4.04M | 0.44% | +26,636 | New |
| Marietta Investment Partners LLC | 26,536 | $4.04M | 0.89% | −714−2.6% | Reduced |
| Cullinan Associates Inc | 26,393 | $4.01M | 0.26% | −2,400−8.3% | Reduced |
| Laurel Wealth Advisors LLC | 26,389 | $4.01M | 0.63% | +1,145+4.5% | Added |
| Monetary Management Group Inc | 26,321 | $4.00M | 1.04% | −1,655−5.9% | Reduced |
| First Interstate Bank | 26,306 | $4.00M | 0.24% | +323+1.2% | Added |
| Summit Financial, LLC | 26,110 | $4.00M | 0.14% | +7,660+41.5% | Added |
| SeaCrest Wealth Management, LLC | 26,259 | $3.99M | 0.42% | −124−0.5% | Reduced |
| SS&H Financial Advisors, Inc. | 26,258 | $3.99M | 1.45% | −142−0.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 26,252 | $3.99M | 0.22% | −1,965−7.0% | Reduced |
| TD Private Client Wealth LLC | 26,198 | $3.98M | 0.11% | −6,673−20.3% | Reduced |
| Bristlecone Advisors, LLC | 26,165 | $3.98M | 0.31% | −360−1.4% | Reduced |
| Builder Investment Group Inc | 26,140 | $3.97M | 1.08% | −60.0% | Reduced |
| Biltmore Family Office, LLC | 25,866 | $3.97M | 0.67% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 25,979 | $3.95M | 1.06% | +1,096+4.4% | Added |
| Shufro Rose & Co LLC | 25,947 | $3.95M | 0.31% | −147−0.6% | Reduced |
| Hayek Kallen Investment Management | 25,892 | $3.94M | 1.43% | +45+0.2% | Added |
| Cypress Capital Group | 25,888 | $3.94M | 0.48% | −4,806−15.7% | Reduced |
| Capital Asset Advisory Services LLC | 26,261 | $3.93M | 0.19% | +232+0.9% | Added |
| Stonegate Investment Group, LLC | 25,785 | $3.92M | 0.10% | +2,902+12.7% | Added |
| First PREMIER Bank | 25,762 | $3.92M | 1.00% | −25−0.1% | Reduced |
| IHT Wealth Management, LLC | 25,751 | $3.92M | 0.13% | −6,516−20.2% | Reduced |
| Hixon Zuercher, LLC | 25,748 | $3.92M | 1.51% | −2,389−8.5% | Reduced |
| Hall Capital Management Co Inc | 25,707 | $3.91M | 1.82% | +25,707 | New |
| Signaturefd, LLC | 25,675 | $3.90M | 0.07% | −4,176−14.0% | Reduced |
| Braun Stacey Associates Inc | 25,604 | $3.89M | 0.15% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 25,580 | $3.89M | 2.49% | −490−1.9% | Reduced |
| KMG Fiduciary Partners, LLC | 25,564 | $3.89M | 0.32% | −1,771−6.5% | Reduced |
| Meeder Advisory Services, Inc. | 25,541 | $3.88M | 0.24% | −1,293−4.8% | Reduced |
| WBH Advisory Inc | 25,533 | $3.88M | 0.36% | −727−2.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 25,527 | $3.88M | 0.93% | −30−0.1% | Reduced |
| Vista Investment Partners LLC | 25,519 | $3.88M | 1.21% | +236+0.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 25,500 | $3.88M | 0.90% | +25,500 | New |
| Bill Few Associates, Inc. | 25,490 | $3.88M | 1.36% | −49−0.2% | Reduced |
| Trustmark National Bank Trust Department | 25,453 | $3.87M | 0.29% | −3,091−10.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 25,367 | $3.86M | 0.73% | −22,041−46.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 25,336 | $3.85M | 2.28% | +2,325+10.1% | Added |
| Elk River Wealth Management, LLC | 25,074 | $3.85M | 0.70% | −559−2.2% | Reduced |
| Confluence Wealth Services, Inc. | 25,865 | $3.84M | 0.25% | −2,022−7.3% | Reduced |
| Aristotle Capital Management, LLC | 25,276 | $3.84M | 0.01% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 25,240 | $3.84M | 1.86% | −527−2.0% | Reduced |
| Atlas Brown,Inc. | 25,215 | $3.83M | 1.31% | +178+0.7% | Added |