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 |
|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 46,350 | $7.05M | 0.73% | +46,350 | New |
| Papp L Roy & Associates | 46,196 | $7.02M | 0.82% | +135+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 45,899 | $6.98M | 3.75% | −530−1.1% | Reduced |
| Change Path, LLC | 45,551 | $6.93M | 0.21% | +6,095+15.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 45,527 | $6.92M | 1.87% | +1,201+2.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 45,513 | $6.92M | 1.17% | +1,132+2.6% | Added |
| Neville Rodie & Shaw Inc | 45,413 | $6.91M | 0.50% | −1,125−2.4% | Reduced |
| Bright Rock Capital Management, LLC | 45,000 | $6.84M | 1.46% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 44,938 | $6.83M | 0.45% | +6,475+16.8% | Added |
| Pine Valley Investments Ltd Liability Co | 44,626 | $6.81M | 0.45% | +6,252+16.3% | Added |
| Whitener Capital Management, Inc. | 44,389 | $6.75M | 1.89% | +2,447+5.8% | Added |
| Headinvest, LLC | 44,317 | $6.74M | 1.27% | −1,555−3.4% | Reduced |
| SevenBridge Financial Group, LLC | 46,117 | $6.72M | 1.27% | −2,098−4.4% | Reduced |
| Lafayette Investments, Inc. | 44,167 | $6.72M | 1.44% | +3,892+9.7% | Added |
| Core Alternative Capital | 44,107 | $6.71M | 1.40% | −3,390−7.1% | Reduced |
| CX Institutional | 44,034 | $6.70M | 0.27% | +2,850+6.9% | Added |
| Allianz SE | 44,066 | $6.69M | 0.17% | +970+2.3% | Added |
| Zions Bancorporation, N.A. | 43,965 | $6.69M | 0.42% | +17,888+68.6% | Added |
| Stonebridge Capital Management Inc | 43,910 | $6.68M | 2.73% | −100−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 43,562 | $6.62M | 0.15% | +28+0.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 43,454 | $6.61M | 0.43% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 43,245 | $6.58M | 0.13% | +29,416+212.7% | Added |
| Alps Advisors Inc | 42,877 | $6.52M | 0.04% | −136−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 42,692 | $6.49M | 0.08% | +7,090+19.9% | Added |
| KCM Investment Advisors LLC | 42,682 | $6.49M | 0.22% | −2,040−4.6% | Reduced |
| Stokes Capital Advisors, LLC | 42,554 | $6.47M | 1.67% | −372−0.9% | Reduced |
| Chemung Canal Trust Co | 42,505 | $6.46M | 1.35% | −22,192−34.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 42,481 | $6.46M | 0.48% | +4,802+12.7% | Added |
| Ironwood Investment Counsel, LLC | 42,385 | $6.45M | 1.10% | −911−2.1% | Reduced |
| Grand Jean Capital Management Inc | 42,232 | $6.42M | 1.49% | −100−0.2% | Reduced |
| Ar Asset Management Inc | 42,209 | $6.42M | 1.45% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 41,982 | $6.38M | 0.83% | −1,495−3.4% | Reduced |
| Windle Wealth, LLC | 41,942 | $6.38M | 3.53% | +3,484+9.1% | Added |
| Howard Capital Management Inc. | 41,762 | $6.35M | 0.10% | +1,244+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 41,376 | $6.35M | 0.25% | +580+1.4% | Added |
| Hudson Valley Investment Advisors Inc | 41,580 | $6.32M | 0.72% | +4,712+12.8% | Added |
| Engineers Gate Manager LP | 41,330 | $6.28M | 0.11% | +33,449+424.4% | Added |
| Steel Peak Wealth Management LLC | 40,859 | $6.27M | 0.26% | +31,320+328.3% | Added |
| InvesTrust | 41,256 | $6.27M | 1.74% | +41,256 | New |
| Pavion Blue Capital, LLC | 41,145 | $6.26M | 2.94% | −150−0.4% | Reduced |
| Iowa State Bank | 41,035 | $6.24M | 1.30% | −904−2.2% | Reduced |
| Allstate Corp | 40,982 | $6.23M | 0.18% | +39,696+3,086.8% | Added |
| Colonial Trust Co | 40,943 | $6.23M | 0.92% | +2,335+6.0% | Added |
| Vestor Capital, LLC | 40,930 | $6.22M | 0.47% | −44,287−52.0% | Reduced |
| Van Strum & Towne Inc. | 40,663 | $6.18M | 2.18% | −72−0.2% | Reduced |
| Bowen Hanes & Co Inc | 40,615 | $6.18M | 0.17% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 40,556 | $6.17M | 0.06% | −2,733−6.3% | Reduced |
| Wedbush Securities Inc | 40,489 | $6.16M | 0.22% | −541−1.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 40,462 | $6.15M | 0.38% | −468−1.1% | Reduced |
| National Asset Management, Inc. | 39,983 | $6.13M | 0.20% | −28,829−41.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 40,185 | $6.11M | 0.04% | +26,935+203.3% | Added |
| AMF Pensionsforsakring AB | 40,031 | $6.09M | 0.04% | −253,793−86.4% | Reduced |
| Buckhead Capital Management LLC | 40,004 | $6.08M | 1.94% | −753−1.8% | Reduced |
| Independence Bank of Kentucky | 39,991 | $6.08M | 0.94% | +10,427+35.3% | Added |
| Oak Harvest Investment Services | 39,932 | $6.07M | 0.85% | −28,853−41.9% | Reduced |
| Capital Investment Advisors, LLC | 39,927 | $6.07M | 0.12% | +743+1.9% | Added |
| Hantz Financial Services, Inc. | 39,838 | $6.06M | 0.11% | −2,121−5.1% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $6.05M | 0.49% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 39,394 | $5.99M | 0.18% | +152+0.4% | Added |
| Albion Financial Group | 39,108 | $5.95M | 0.41% | +239+0.6% | Added |
| FIL Ltd | 38,978 | $5.93M | 0.01% | −630−1.6% | Reduced |
| Private Capital Management LLC | 38,878 | $5.91M | 1.18% | −445−1.1% | Reduced |
| Lountzis Asset Management, LLC | 38,509 | $5.91M | 2.50% | −562−1.4% | Reduced |
| Brady Family Wealth, LLC | 38,772 | $5.90M | 1.81% | −1,633−4.0% | Reduced |
| StoneX Group Inc. | 38,355 | $5.87M | 0.32% | +10,942+39.9% | Added |
| Eastover Investment Advisors LLC | 38,616 | $5.87M | 2.75% | −498−1.3% | Reduced |
| Woodmont Investment Counsel LLC | 38,484 | $5.85M | 0.43% | −1,654−4.1% | Reduced |
| David Loasby | 41,001 | $5.85M | 0.54% | −2,078−4.8% | Reduced |
| Financial & Tax Architects, LLC | 38,417 | $5.84M | 1.49% | +4,309+12.6% | Added |
| Quantitative Investment Management, LLC | 38,334 | $5.83M | 0.44% | +38,334 | New |
| Tokio Marine Asset Management Co Ltd | 38,287 | $5.82M | 0.21% | +1,050+2.8% | Added |
| Community Bank & Trust, Waco, Texas | 44,794 | $5.81M | 1.35% | +828+1.9% | Added |
| Destination Wealth Management | 38,198 | $5.81M | 0.18% | −353−0.9% | Reduced |
| First National Bank & Trust Co of Newtown | 38,176 | $5.80M | 1.21% | −3,064−7.4% | Reduced |
| Skba Capital Management LLC | 38,120 | $5.80M | 0.92% | +1,350+3.7% | Added |
| Sage Capital Advisors,llc | 38,065 | $5.79M | 1.51% | −1,762−4.4% | Reduced |
| Independent Financial Group, LLC | 38,056 | $5.79M | 0.19% | −130−0.3% | Reduced |
| NewSquare Capital LLC | 38,574 | $5.79M | 0.46% | −69−0.2% | Reduced |
| FRG Family Wealth Advisors LLC | 37,832 | $5.75M | 1.04% | −439−1.1% | Reduced |
| Fieldview Capital Management, LLC | 37,692 | $5.73M | 0.88% | +37,692 | New |
| Taurus Asset Management, LLC | 37,639 | $5.72M | 0.56% | −644−1.7% | Reduced |
| Howland Capital Management LLC | 37,247 | $5.71M | 0.25% | −304−0.8% | Reduced |
| JGP Wealth Management, LLC | 37,526 | $5.71M | 0.74% | −7,193−16.1% | Reduced |
| Bridge Creek Capital Management LLC | 37,509 | $5.70M | 1.75% | −22−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 37,472 | $5.70M | 0.38% | +12,524+50.2% | Added |
| Asset Management Group, Inc. | 37,449 | $5.69M | 1.01% | +55+0.1% | Added |
| NTV Asset Management LLC | 37,440 | $5.69M | 0.75% | +1,127+3.1% | Added |
| Roundview Capital LLC | 37,404 | $5.69M | 0.40% | −1,328−3.4% | Reduced |
| Grassi Investment Management | 37,200 | $5.66M | 0.48% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 37,044 | $5.63M | 1.19% | −217−0.6% | Reduced |
| Squarepoint Ops LLC | 36,865 | $5.61M | 0.01% | −117−0.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 36,861 | $5.61M | 0.33% | +36,861 | New |
| Ayrshire Capital Management LLC | 36,808 | $5.60M | 2.73% | +1,030+2.9% | Added |
| Parallel Advisors, LLC | 36,752 | $5.59M | 0.13% | −4,387−10.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 36,725 | $5.58M | 1.13% | +344+0.9% | Added |
| Wolverine Trading, LLC | 36,765 | $5.58M | 0.13% | +28,998+373.3% | Added |
| Chilton Investment Co LLC | 36,674 | $5.58M | 0.14% | −1,169−3.1% | Reduced |
| DLK Investment Management, LLC | 36,529 | $5.55M | 2.32% | −268−0.7% | Reduced |
| Hancock Whitney Corp | 36,250 | $5.51M | 0.17% | −41,445−53.3% | Reduced |
| Ascent Group, LLC | 36,197 | $5.50M | 0.41% | −6,640−15.5% | Reduced |