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 |
|---|---|---|---|---|---|
| Hudson Value Partners, LLC | 6,195 | $942.0K | 0.35% | −225−3.5% | Reduced |
| ERn Financial, LLC | 6,194 | $941.9K | 0.14% | +180+3.0% | Added |
| Tudor Financial Inc. | 6,179 | $939.4K | 0.55% | +2,538+69.7% | Added |
| Ellis Investment Partners, LLC | 6,172 | $938.6K | 0.18% | −240−3.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 6,169 | $938.1K | 0.48% | +1,170+23.4% | Added |
| Rockingstone Advisors LLC | 6,166 | $937.6K | 0.41% | −2,782−31.1% | Reduced |
| Empirical Asset Management, LLC | 34,939 | $936.3K | 0.31% | +124+0.4% | Added |
| MeadowBrook Investment Advisors LLC | 6,151 | $935.3K | 0.83% | −5−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,141 | $934.0K | 0.09% | +703+12.9% | Added |
| Nadler Financial Group, Inc. | 6,140 | $933.6K | 0.10% | −325−5.0% | Reduced |
| New England Research & Management, Inc. | 6,131 | $932.0K | 0.47% | −255−4.0% | Reduced |
| Trust Co | 6,127 | $931.7K | 0.11% | −117−1.9% | Reduced |
| Integris Wealth Management, LLC | 6,121 | $930.8K | 0.26% | −319−5.0% | Reduced |
| Poplar Forest Capital LLC | 6,115 | $929.8K | 0.17% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 6,103 | $928.0K | 0.80% | −275−4.3% | Reduced |
| RWM Asset Management, LLC | 6,089 | $925.9K | 0.15% | −57−0.9% | Reduced |
| Lifeworks Advisors, LLC | 6,086 | $925.4K | 0.17% | −5,350−46.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 6,085 | $925.3K | 0.27% | −376−5.8% | Reduced |
| Buckley Wealth Management, LLC | 6,077 | $924.1K | 0.28% | +131+2.2% | Added |
| Potomac Fund Management Inc | 6,077 | $924.1K | 0.05% | +6,077 | New |
| ABLE Financial Group, LLC | 6,067 | $922.5K | 0.27% | −590−8.9% | Reduced |
| Insight Advisors, LLC | 6,074 | $921.4K | 0.16% | −276−4.3% | Reduced |
| Gibson Wealth Advisors LLC | 6,050 | $920.0K | 0.76% | −1,652−21.4% | Reduced |
| Congress Park Capital LLC | 6,050 | $920.0K | 0.33% | +225+3.9% | Added |
| Triton Wealth Management, PLLC | 5,570 | $919.3K | 0.47% | +691+14.2% | Added |
| Alpha DNA Investment Management LLC | 6,042 | $918.7K | 0.50% | +115+1.9% | Added |
| Schechter Investment Advisors, LLC | 6,041 | $918.6K | 0.07% | −3,369−35.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,023 | $915.8K | 0.09% | +25+0.4% | Added |
| Quad-Cities Investment Group, LLC | 6,019 | $915.2K | 0.45% | +60+1.0% | Added |
| Capstone Triton Financial Group, LLC | 6,008 | $913.7K | 0.57% | +360+6.4% | Added |
| Simon Quick Advisors, LLC | 6,004 | $912.9K | 0.05% | −1,108−15.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,981 | $909.5K | 0.06% | −730−10.9% | Reduced |
| Baker Avenue Asset Management, LP | 5,972 | $908.0K | 0.03% | −122−2.0% | Reduced |
| Foster & Motley Inc | 5,967 | $907.0K | 0.06% | −52−0.9% | Reduced |
| Wolff Financial Management LLC | 5,955 | $906.0K | 0.25% | −28−0.5% | Reduced |
| Forza Wealth Management, LLC | 5,954 | $905.4K | 0.41% | +128+2.2% | Added |
| Alta Wealth Advisors LLC | 5,951 | $904.9K | 0.40% | −205−3.3% | Reduced |
| JT Stratford LLC | 5,948 | $904.5K | 0.15% | −574−8.8% | Reduced |
| Heartwood Wealth Advisors LLC | 5,926 | $901.1K | 0.10% | +14+0.2% | Added |
| Winthrop Advisory Group LLC | 5,917 | $899.8K | 0.11% | +13+0.2% | Added |
| Essex Investment Management Co LLC | 5,911 | $898.8K | 0.16% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 5,910 | $898.6K | 0.58% | +1,535+35.1% | Added |
| Ballast Advisors LLC | 5,907 | $898.2K | 0.28% | −1,501−20.3% | Reduced |
| BBR Partners, LLC | 5,898 | $896.9K | 0.06% | −1,938−24.7% | Reduced |
| Atomi Financial Group, Inc. | 5,896 | $896.6K | 0.05% | −452−7.1% | Reduced |
| American State Bank (Iowa) | 5,891 | $895.8K | 0.54% | +200+3.5% | Added |
| Soltis Investment Advisors LLC | 5,889 | $895.5K | 0.08% | +58+1.0% | Added |
| Oak Hill Wealth Advisors, LLC | 5,884 | $894.7K | 0.21% | +5,884 | New |
| Franklin Street Advisors Inc | 5,870 | $893.0K | 0.06% | −78−1.3% | Reduced |
| Aveo Capital Partners, LLC | 5,870 | $892.6K | 0.10% | +405+7.4% | Added |
| MEMBERS Trust Co | 5,864 | $891.7K | 0.03% | −492−7.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,830 | $887.0K | 0.64% | +265+4.8% | Added |
| Broadwater Capital Management LLC | 5,830 | $886.5K | 0.68% | −100−1.7% | Reduced |
| Richwood Investment Advisors, LLC | 5,817 | $884.5K | 0.74% | +82+1.4% | Added |
| First County Bank | 5,813 | $883.9K | 0.49% | −455−7.3% | Reduced |
| SkyOak Wealth, LLC | 5,807 | $883.0K | 0.19% | −3−0.1% | Reduced |
| Entropy Technologies, LP | 5,804 | $882.6K | 0.09% | +5,804 | New |
| WealthTrust Asset Management, LLC | 5,797 | $881.5K | 0.63% | −15−0.3% | Reduced |
| Prairie Sky Financial Group LLC | 5,785 | $879.6K | 0.54% | 00.0% | Unchanged |
| Bank & Trust Co | 5,784 | $879.5K | 0.74% | −124−2.1% | Reduced |
| CM Wealth Advisors LLC | 5,729 | $878.9K | 0.29% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,724 | $877.9K | 0.08% | −233−3.9% | Reduced |
| Continuum Advisory, LLC | 5,753 | $874.7K | 0.11% | −2,323−28.8% | Reduced |
| Profit Investment Management, LLC | 5,752 | $874.6K | 0.70% | −206−3.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,735 | $872.0K | 0.17% | +1,595+38.5% | Added |
| Abacus Planning Group, Inc. | 5,720 | $869.7K | 0.15% | −133−2.3% | Reduced |
| Wellington Shields & Co., LLC | 5,715 | $869.0K | 0.27% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,706 | $867.7K | 0.15% | −1,807−24.1% | Reduced |
| Traphagen Investment Advisors LLC | 5,704 | $867.3K | 0.09% | +696+13.9% | Added |
| Tranquility Partners, LLC | 5,686 | $864.6K | 0.33% | −5−0.1% | Reduced |
| Weik Capital Management | 5,680 | $863.7K | 0.35% | +23+0.4% | Added |
| Quent Capital, LLC | 5,676 | $863.1K | 0.09% | −1,146−16.8% | Reduced |
| Hanson & Doremus Investment Management | 5,669 | $862.0K | 0.13% | +1,162+25.8% | Added |
| Peregrine Asset Advisers, Inc. | 5,668 | $861.9K | 0.32% | −5,438−49.0% | Reduced |
| Goepper Burkhardt LLC | 5,655 | $859.9K | 0.35% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,654 | $859.8K | 0.42% | −90−1.6% | Reduced |
| Breakwater Capital Group | 5,648 | $858.8K | 0.17% | +577+11.4% | Added |
| Cornerstone Advisory, LLC | 5,966 | $855.4K | 0.10% | +119+2.0% | Added |
| Vigilare Wealth Management | 5,622 | $854.8K | 0.35% | −588−9.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,618 | $854.3K | 0.21% | −366−6.1% | Reduced |
| Mill Capital Management, LLC | 5,617 | $854.1K | 0.07% | −115−2.0% | Reduced |
| Silver Lake Advisory, LLC | 5,613 | $853.5K | 0.38% | −100−1.8% | Reduced |
| Bay Rivers Group | 5,583 | $848.9K | 0.41% | −100−1.8% | Reduced |
| Sunburst Financial Group, LLC | 5,575 | $847.8K | 0.21% | −249−4.3% | Reduced |
| General Partner, Inc. | 5,568 | $846.7K | 0.51% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 5,503 | $844.1K | 0.12% | −924−14.4% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,591 | $842.5K | 0.41% | +20.0% | Added |
| OneAscent Wealth Management LLC | 5,536 | $842.0K | 0.35% | −426−7.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,534 | $841.5K | 0.34% | +710+14.7% | Added |
| Magnolia Capital Management Ltd | 5,516 | $839.0K | 0.67% | −296−5.1% | Reduced |
| Royal Capital Wealth Management, LLC | 5,510 | $837.8K | 0.59% | −446−7.5% | Reduced |
| Trust Co of the South | 5,508 | $837.5K | 0.17% | −119−2.1% | Reduced |
| Diversified Enterprises, LLC | 5,500 | $836.3K | 0.08% | −319−5.5% | Reduced |
| Patriot Investment Management Inc. | 5,498 | $836.0K | 0.06% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 5,496 | $835.8K | 0.16% | +5,496 | New |
| Blackston Financial Advisory Group, LLC | 5,492 | $835.2K | 0.42% | +639+13.2% | Added |
| Alteri Wealth LLC | 5,472 | $832.1K | 0.23% | +5,472 | New |
| Berkeley Capital Partners, LLC | 5,470 | $831.8K | 0.23% | −255−4.5% | Reduced |
| Gilbert & Cook, Inc. | 5,466 | $831.2K | 0.12% | −184−3.3% | Reduced |
| Winnow Wealth LLC | 5,685 | $830.9K | 0.82% | +5,685 | New |