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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 17,553 | $2.67M | 0.10% | +1,557+9.7% | Added |
| Patten Group, Inc. | 17,535 | $2.67M | 0.59% | −1,022−5.5% | Reduced |
| Moloney Securities Asset Management, LLC | 17,520 | $2.66M | 0.36% | +43+0.2% | Added |
| VELA Investment Management, LLC | 17,517 | $2.66M | 0.91% | +8,579+96.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 17,500 | $2.66M | 1.99% | +590+3.5% | Added |
| Keystone Financial Group | 17,508 | $2.66M | 0.26% | +269+1.6% | Added |
| Arrow Financial Corp | 17,437 | $2.65M | 0.25% | −73−0.4% | Reduced |
| Basepoint Wealth LLC | 17,423 | $2.65M | 2.11% | −40.0% | Reduced |
| Alpha Omega Wealth Management LLC | 17,377 | $2.64M | 0.50% | −82−0.5% | Reduced |
| Northstar Asset Management LLC | 17,354 | $2.64M | 0.60% | −30−0.2% | Reduced |
| JFS Wealth Advisors, LLC | 17,304 | $2.63M | 0.18% | −404−2.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 17,297 | $2.63M | 0.79% | −665−3.7% | Reduced |
| Plimoth Trust Co LLC | 17,272 | $2.63M | 0.67% | +604+3.6% | Added |
| Integrated Advisors Network LLC | 17,268 | $2.63M | 0.13% | −2,869−14.2% | Reduced |
| Howard Financial Services, Ltd. | 17,247 | $2.62M | 0.36% | +1,177+7.3% | Added |
| White Pine Capital LLC | 17,218 | $2.62M | 0.88% | +30.0% | Added |
| Armstrong Henry H Associates Inc | 17,216 | $2.62M | 0.26% | −214−1.2% | Reduced |
| Marino, Stram & Associates LLC | 17,211 | $2.62M | 0.58% | −931−5.1% | Reduced |
| Wealth Alliance | 17,205 | $2.62M | 0.31% | −4,245−19.8% | Reduced |
| Platform Technology Partners | 17,200 | $2.62M | 0.79% | −60.0% | Reduced |
| Thrive Capital Management, LLC | 17,185 | $2.61M | 1.20% | +15,546+948.5% | Added |
| L.M. Kohn & Company | 17,151 | $2.61M | 0.67% | −111−0.6% | Reduced |
| Inspire Trust Co, N.A. | 17,125 | $2.60M | 0.67% | +4,825+39.2% | Added |
| Butensky & Cohen Financial Security, Inc | 17,107 | $2.60M | 0.82% | +9,036+112.0% | Added |
| Smith, Moore & Co. | 17,034 | $2.59M | 0.24% | −640−3.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 17,004 | $2.59M | 0.54% | +380+2.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 16,998 | $2.58M | 1.73% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 16,980 | $2.58M | 1.32% | −1,031−5.7% | Reduced |
| PYA Waltman Capital, LLC | 16,937 | $2.58M | 0.83% | +609+3.7% | Added |
| Sentinel Trust Co Lba | 16,908 | $2.57M | 0.30% | 00.0% | Unchanged |
| Studio Investment Management LLC | 16,730 | $2.57M | 0.55% | +358+2.2% | Added |
| ARS Investment Partners, LLC | 16,856 | $2.56M | 0.23% | −25−0.1% | Reduced |
| Vista Investment Partners II, LLC | 16,848 | $2.56M | 1.51% | +16,848 | New |
| Lincoln Capital LLC | 16,808 | $2.56M | 0.54% | +70+0.4% | Added |
| Qtron Investments LLC | 16,803 | $2.56M | 0.36% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 16,800 | $2.55M | 0.75% | −2,100−11.1% | Reduced |
| Grandfield & Dodd, LLC | 16,794 | $2.55M | 0.16% | +217+1.3% | Added |
| PGGM Investments | 16,787 | $2.55M | 0.03% | +9,851+142.0% | Added |
| Naviter Wealth, LLC | 16,635 | $2.55M | 0.31% | +1,282+8.4% | Added |
| Cape Ann Savings Bank | 16,724 | $2.54M | 1.50% | −1,205−6.7% | Reduced |
| Sapient Capital LLC | 16,557 | $2.54M | 0.05% | −1,449−8.0% | Reduced |
| Leelyn Smith, LLC | 16,686 | $2.54M | 0.45% | +318+1.9% | Added |
| Maple Capital Management, Inc. | 16,678 | $2.54M | 0.19% | −5,808−25.8% | Reduced |
| Citadel Investment Advisory, Inc. | 16,671 | $2.54M | 1.31% | +150+0.9% | Added |
| Patton Albertson Miller Group, LLC | 16,643 | $2.53M | 0.34% | −427−2.5% | Reduced |
| Townsend & Associates, Inc | 17,035 | $2.53M | 0.26% | −37−0.2% | Reduced |
| Viewpoint Capital Management LLC | 16,600 | $2.52M | 1.33% | +976+6.2% | Added |
| Lee Danner & Bass Inc | 16,589 | $2.52M | 0.20% | +732+4.6% | Added |
| Lawson Kroeker Investment Management Inc | 16,541 | $2.52M | 0.47% | +2,134+14.8% | Added |
| Chapman Financial Group, LLC | 16,538 | $2.51M | 2.02% | +16,538 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,523 | $2.51M | 0.09% | −1,790−9.8% | Reduced |
| Wimmer Associates 1, LLC | 16,514 | $2.51M | 1.24% | +20+0.1% | Added |
| Delta Financial Advisors LLC | 16,508 | $2.51M | 0.93% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 16,471 | $2.50M | 0.80% | −5,155−23.8% | Reduced |
| Pacific Point Advisors, LLC | 17,447 | $2.50M | 1.52% | +17,447 | New |
| Athena Investment Management | 16,441 | $2.50M | 1.45% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 16,388 | $2.49M | 0.07% | −3,174−16.2% | Reduced |
| StrongBox Wealth, LLC | 16,331 | $2.48M | 1.05% | +479+3.0% | Added |
| Catalytic Wealth RIA, LLC | 16,312 | $2.48M | 0.44% | +3,084+23.3% | Added |
| Estabrook Capital Management | 16,298 | $2.48M | 0.38% | −536−3.2% | Reduced |
| SRS Capital Advisors, Inc. | 16,278 | $2.48M | 0.16% | +11,555+244.7% | Added |
| Saybrook Capital | 16,262 | $2.47M | 0.66% | +2,157+15.3% | Added |
| SageView Advisory Group, LLC | 16,255 | $2.47M | 0.11% | +294+1.8% | Added |
| Excalibur Management Corp | 16,209 | $2.46M | 0.98% | +306+1.9% | Added |
| Arete Wealth Advisors, LLC | 16,124 | $2.45M | 0.18% | +3,811+31.0% | Added |
| Zuckerman Investment Group, LLC | 16,282 | $2.45M | 0.23% | +2,457+17.8% | Added |
| Newman Dignan & Sheerar, Inc. | 16,015 | $2.44M | 0.62% | −962−5.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,014 | $2.44M | 0.20% | −970−5.7% | Reduced |
| Westpac Banking Corp | 15,978 | $2.43M | 0.16% | −24,794−60.8% | Reduced |
| Riverbridge Partners LLC | 15,927 | $2.42M | 0.03% | −1,513−8.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 14,214 | $2.42M | 0.80% | −90−0.6% | Reduced |
| West Branch Capital LLC | 15,871 | $2.41M | 0.77% | +970+6.5% | Added |
| Rothschild Investment LLC | 15,795 | $2.40M | 0.16% | +202+1.3% | Added |
| Brookmont Capital Management | 15,774 | $2.40M | 1.28% | −206−1.3% | Reduced |
| Finer Wealth Management, Inc. | 15,757 | $2.40M | 1.37% | +210+1.4% | Added |
| Cutter & CO Brokerage, Inc. | 15,751 | $2.40M | 0.58% | −1,412−8.2% | Reduced |
| Orser Capital Management, LLC | 15,686 | $2.39M | 1.80% | −540−3.3% | Reduced |
| Connable Office Inc | 15,631 | $2.38M | 0.25% | −230−1.5% | Reduced |
| Pitcairn Co | 15,623 | $2.38M | 0.14% | −413−2.6% | Reduced |
| Somerville Kurt F | 15,581 | $2.37M | 0.40% | −2,813−15.3% | Reduced |
| Geller Advisors LLC | 15,419 | $2.37M | 0.16% | −26−0.2% | Reduced |
| 44 Wealth Management LLC | 15,549 | $2.36M | 0.91% | −421−2.6% | Reduced |
| Farmers National Bank | 15,544 | $2.36M | 0.69% | +15,544 | New |
| Fiduciary Alliance LLC | 15,520 | $2.36M | 0.24% | −18,284−54.1% | Reduced |
| RFG Advisory, LLC | 15,437 | $2.35M | 0.07% | −1,807−10.5% | Reduced |
| Strategic Blueprint, LLC | 15,436 | $2.35M | 0.14% | +391+2.6% | Added |
| Harbor Investment Advisory, LLC | 15,436 | $2.35M | 0.22% | −5,412−26.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,434 | $2.35M | 0.92% | −20.0% | Reduced |
| Midland Wealth Advisors LLC | 15,427 | $2.35M | 0.14% | −1,427−8.5% | Reduced |
| Concord Wealth Partners | 15,394 | $2.34M | 0.38% | −3,724−19.5% | Reduced |
| Quadrant Capital Group LLC | 15,375 | $2.34M | 0.16% | −1,869−10.8% | Reduced |
| EPG Wealth Management LLC | 15,374 | $2.34M | 0.62% | −803−5.0% | Reduced |
| Perpetual Ltd | 15,363 | $2.34M | 0.03% | −51−0.3% | Reduced |
| BSW Wealth Partners | 15,334 | $2.33M | 0.34% | −85−0.6% | Reduced |
| Benedict Financial Advisors Inc | 15,334 | $2.33M | 0.57% | −193−1.2% | Reduced |
| Princeton Global Asset Management LLC | 15,301 | $2.33M | 0.44% | −8,755−36.4% | Reduced |
| Investment Advisory Services Inc | 15,300 | $2.33M | 0.82% | −719−4.5% | Reduced |
| Strategic Financial Services, Inc, | 15,272 | $2.32M | 0.14% | −1,360−8.2% | Reduced |
| Tower View Investment Management & Research LLC | 15,267 | $2.32M | 1.23% | −156−1.0% | Reduced |
| Geneos Wealth Management Inc. | 15,261 | $2.32M | 0.08% | −1,102−6.7% | Reduced |