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, Q1 2025
Institutional positions in PepsiCo Inc as of Mar 31, 2025. 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
- 3,430
- +3 vs. Q4 2024
- Shares held
- 1.03B
- +8.68M (+0.9%) vs. Q4 2024
- Total value
- $154.1B
- −$835.5M (−0.5%) vs. Q4 2024
- New holders
- 186
- 1,423 more added
- Sold out
- 183
- 1,488 more reduced
57 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elser Financial Planning, Inc | 3,755 | $563.0K | 0.78% | +1,917+104.3% | Added |
| Robinson Smith Wealth Advisors LLC | 3,759 | $563.6K | 0.47% | +19+0.5% | Added |
| Capstone Financial Advisors, Inc. | 3,767 | $564.8K | 0.04% | −18−0.5% | Reduced |
| Root Financial Partners, LLC | 3,767 | $564.9K | 0.06% | +798+26.9% | Added |
| Bay Capital Advisors, LLC | 3,770 | $565.2K | 0.47% | −57−1.5% | Reduced |
| Altrafin AG | 3,770 | $565.3K | 0.22% | −278−6.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,775 | $566.1K | 0.03% | +803+27.0% | Added |
| Salomon & Ludwin, LLC | 3,776 | $566.2K | 0.06% | −10.0% | Reduced |
| Nwam LLC | 3,788 | $568.0K | 0.05% | −4,891−56.4% | Reduced |
| Compass Capital Management, Inc | 3,788 | $568.0K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,796 | $569.2K | 0.11% | +30+0.8% | Added |
| Willner & Heller, LLC | 3,797 | $569.3K | 0.53% | +97+2.6% | Added |
| Sweeney & Michel, LLC | 4,070 | $571.1K | 0.25% | +4,070 | New |
| Advisor Resource Council | 5,459 | $571.2K | 0.05% | +5,459 | New |
| Carr Financial Group Corp | 3,812 | $571.6K | 0.19% | −437−10.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,817 | $572.3K | 0.14% | −867−18.5% | Reduced |
| Fortis Capital Management LLC | 3,827 | $573.8K | 0.11% | +3,827 | New |
| Florida Financial Advisors, LLC | 3,860 | $578.5K | 0.23% | +1,512+64.4% | Added |
| BWM Planning, LLC | 3,863 | $579.3K | 0.25% | +19+0.5% | Added |
| Aft, Forsyth & Company, Inc. | 3,864 | $579.4K | 0.31% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 3,865 | $579.5K | 0.58% | −86−2.2% | Reduced |
| McMorgan & Co LLC | 3,868 | $580.0K | 0.09% | −214−5.2% | Reduced |
| JNBA Financial Advisors | 3,877 | $581.3K | 0.06% | −269−6.5% | Reduced |
| Winebrenner Capital Management LLC | 3,883 | $582.1K | 0.53% | −3,880−50.0% | Reduced |
| Pines Wealth Management, LLC | 4,153 | $582.7K | 0.27% | +671+19.3% | Added |
| Gilman Hill Asset Management, LLC | 3,888 | $582.9K | 0.10% | −450−10.4% | Reduced |
| Sym Financial Corp | 3,888 | $583.0K | 0.07% | +1,845+90.3% | Added |
| Capital Advisors, Ltd. LLC | 3,908 | $586.0K | 0.08% | +18+0.5% | Added |
| Sanders Morris Harris LLC | 3,915 | $586.1K | 0.09% | 00.0% | Unchanged |
| Sippican Capital Advisors | 3,912 | $586.6K | 0.44% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 3,925 | $588.6K | 0.09% | +649+19.8% | Added |
| ISAM Funds (UK) Ltd | 3,928 | $589.0K | 0.29% | +3,928 | New |
| Hollencrest Capital Management | 3,935 | $590.0K | 0.03% | +102+2.7% | Added |
| Broadleaf Partners, LLC | 3,939 | $590.6K | 0.15% | −620−13.6% | Reduced |
| Fairvoy Private Wealth, LLC | 3,944 | $591.4K | 0.16% | −463−10.5% | Reduced |
| Apeiron RIA LLC | 3,956 | $593.2K | 0.18% | −1,321−25.0% | Reduced |
| Finivi Inc. | 3,957 | $593.3K | 0.48% | −6−0.2% | Reduced |
| LBMC Investment Advisors, LLC | 3,960 | $593.7K | 0.05% | +22+0.6% | Added |
| Knuff & Co LLC | 3,964 | $594.4K | 0.20% | −2,693−40.5% | Reduced |
| Holistic Planning, LLC | 3,971 | $595.5K | 0.20% | −102−2.5% | Reduced |
| Prentice Wealth Management LLC | 3,975 | $596.0K | 0.17% | −19−0.5% | Reduced |
| Vista Investment Partners II, LLC | 3,985 | $597.5K | 0.33% | −12,863−76.3% | Reduced |
| Sentry Investment Management LLC | 4,182 | $599.0K | 0.41% | −1,249−23.0% | Reduced |
| Old North State Wealth Management, LLC | 3,987 | $599.4K | 0.33% | +992+33.1% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,015 | $602.0K | 0.23% | −272−6.3% | Reduced |
| 49 Wealth Management, LLC | 4,029 | $604.0K | 0.07% | +2,100+108.9% | Added |
| Optas, LLC | 4,029 | $604.2K | 0.11% | −33−0.8% | Reduced |
| Apriem Advisors | 4,039 | $605.6K | 0.07% | −116−2.8% | Reduced |
| Plan A Wealth LLC | 4,041 | $605.9K | 0.47% | −95−2.3% | Reduced |
| KWB Wealth | 3,994 | $607.3K | 0.07% | −187−4.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,057 | $608.3K | 0.17% | +29+0.7% | Added |
| Global X Japan Co., Ltd. | 4,060 | $608.8K | 0.07% | +1,038+34.3% | Added |
| Canton Hathaway, LLC | 4,061 | $609.0K | 0.12% | −5,896−59.2% | Reduced |
| Stonebridge Financial Group, LLC | 4,068 | $610.0K | 0.06% | +59+1.5% | Added |
| Riverbend Wealth Management, LLC | 4,074 | $610.8K | 0.55% | +508+14.2% | Added |
| Wedgewood Investors Inc | 4,090 | $613.3K | 0.73% | −21−0.5% | Reduced |
| Peachtree Investment Partners, LLC | 4,106 | $615.7K | 0.24% | −650−13.7% | Reduced |
| Cooper Financial Group | 4,115 | $616.9K | 0.08% | +37+0.9% | Added |
| Bolthouse Investments, LLC | 4,118 | $617.5K | 0.64% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4,122 | $618.1K | 0.03% | −994−19.4% | Reduced |
| Clarendon Private LLC | 4,129 | $619.1K | 0.65% | −430−9.4% | Reduced |
| Main Street Group, LTD | 4,151 | $622.3K | 0.24% | −171−4.0% | Reduced |
| Greenwich Wealth Management LLC | 4,168 | $625.0K | 0.05% | −129−3.0% | Reduced |
| Well Done, LLC | 4,111 | $625.2K | 0.11% | +258+6.7% | Added |
| TCFG Wealth Management, LLC | 4,180 | $626.7K | 0.31% | +2,242+115.7% | Added |
| Atlas Wealth LLC | 4,188 | $627.9K | 0.24% | +293+7.5% | Added |
| Humankind Investments LLC | 4,196 | $629.1K | 0.16% | +227+5.7% | Added |
| Old North State Trust, LLC | 4,153 | $632.0K | 0.40% | 00.0% | Unchanged |
| Watchman Group, Inc. | 4,218 | $632.4K | 0.18% | −2,245−34.7% | Reduced |
| PCG Asset Management, LLC | 4,221 | $632.9K | 0.59% | +60+1.4% | Added |
| American Investment Services, Inc. | 4,238 | $635.4K | 0.11% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 4,271 | $640.4K | 0.13% | +184+4.5% | Added |
| Curat Global, LLC | 4,277 | $641.2K | 0.78% | +4,277 | New |
| Founders Financial Securities LLC | 4,796 | $641.5K | 0.05% | +2,022+72.9% | Added |
| Pointe Capital Management LLC | 4,281 | $641.9K | 0.38% | 00.0% | Unchanged |
| Family Firm, Inc. | 4,281 | $641.9K | 0.14% | +10+0.2% | Added |
| WealthBridge Capital Management, LLC | 4,294 | $643.8K | 0.18% | −308−6.7% | Reduced |
| Napatree Capital LLC | 4,301 | $644.9K | 0.36% | +116+2.8% | Added |
| Horan Capital Advisors, LLC. | 4,301 | $645.0K | 0.22% | −180−4.0% | Reduced |
| Gables Capital Management Inc. | 4,302 | $645.0K | 0.32% | +150+3.6% | Added |
| Reik & Co., LLC | 4,305 | $645.5K | 0.15% | 00.0% | Unchanged |
| Falcon Wealth Planning | 4,305 | $645.5K | 0.07% | +2,069+92.5% | Added |
| Successful Portfolios LLC | 4,308 | $645.9K | 0.44% | −85−1.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 4,315 | $647.0K | 0.35% | +63+1.5% | Added |
| Sterling Investment Counsel, LLC | 4,321 | $647.9K | 0.22% | +4,321 | New |
| Clarus Group, Inc. | 4,323 | $648.3K | 0.25% | +9+0.2% | Added |
| Tortoise Investment Management, LLC | 4,325 | $648.6K | 0.07% | +18+0.4% | Added |
| Perennial Advisors, LLC | 4,326 | $648.7K | 0.13% | +4,326 | New |
| Councilmark Asset Management, LLC | 4,334 | $649.8K | 0.44% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 4,334 | $649.8K | 0.58% | +1,293+42.5% | Added |
| Transce3nd, LLC | 4,338 | $650.0K | 0.29% | +176+4.2% | Added |
| Ameriflex Group, Inc. | 4,342 | $651.1K | 0.27% | +76+1.8% | Added |
| Mustard Seed Financial, LLC | 4,346 | $651.6K | 0.52% | −300−6.5% | Reduced |
| Prestige Wealth Management Group LLC | 4,353 | $652.7K | 0.14% | +97+2.3% | Added |
| Elefante Mark B | 4,355 | $653.0K | 0.52% | +160+3.8% | Added |
| First Affirmative Financial Network | 4,357 | $653.3K | 0.40% | −2,061−32.1% | Reduced |
| Capital Investment Counsel, Inc | 4,359 | $653.6K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 4,363 | $654.2K | 0.14% | −225−4.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,601 | $654.5K | 0.22% | +2,336+103.1% | Added |
| Signature Wealth Management Partners, LLC | 4,369 | $655.1K | 0.43% | 00.0% | Unchanged |