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
- 3,429
- +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
- 1,487 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 |
|---|---|---|---|---|---|
| Broadwater Capital Management LLC | 5,830 | $874.1K | 0.68% | 00.0% | Unchanged |
| ERn Financial, LLC | 5,841 | $875.8K | 0.14% | −353−5.7% | Reduced |
| L2 Asset Management, LLC | 5,841 | $875.8K | 0.18% | +542+10.2% | Added |
| Ami Investment Management Inc | 5,844 | $876.3K | 0.28% | −840−12.6% | Reduced |
| Consolidated Portfolio Review Corp | 5,847 | $876.6K | 0.14% | +2,857+95.6% | Added |
| Clark Capital Management Group, Inc. | 5,884 | $882.2K | 0.01% | −919−13.5% | Reduced |
| NWF Advisory Services Inc. | 5,887 | $882.5K | 0.12% | +384+7.0% | Added |
| Berkeley Capital Partners, LLC | 5,904 | $885.2K | 0.24% | +434+7.9% | Added |
| Essex Investment Management Co LLC | 5,914 | $886.7K | 0.18% | +3+0.1% | Added |
| Wellington Shields & Co., LLC | 5,915 | $886.9K | 0.28% | +200+3.5% | Added |
| Heartwood Wealth Advisors LLC | 5,917 | $887.2K | 0.10% | −9−0.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,918 | $887.3K | 0.03% | +183+3.2% | Added |
| Wolff Financial Management LLC | 5,924 | $888.0K | 0.25% | −31−0.5% | Reduced |
| MEMBERS Trust Co | 5,941 | $890.8K | 0.03% | +77+1.3% | Added |
| Van Hulzen Asset Management, LLC | 5,944 | $891.2K | 0.08% | −983−14.2% | Reduced |
| Pure Financial Advisors, Inc. | 5,948 | $891.8K | 0.02% | −364−5.8% | Reduced |
| Eqis Capital Management, Inc. | 5,954 | $892.7K | 0.07% | −755−11.3% | Reduced |
| Forza Wealth Management, LLC | 5,954 | $892.7K | 0.40% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 5,955 | $893.0K | 0.64% | +125+2.1% | Added |
| Northern Oak Wealth Management Inc | 5,961 | $893.8K | 0.12% | −325−5.2% | Reduced |
| RWM Asset Management, LLC | 5,965 | $894.4K | 0.14% | −124−2.0% | Reduced |
| Virtue Capital Management, LLC | 5,949 | $895.3K | 0.10% | +2,867+93.0% | Added |
| Trust Co | 5,992 | $898.4K | 0.11% | −135−2.2% | Reduced |
| Coastwise Capital Group, LLC | 5,995 | $898.9K | 0.76% | +3,651+155.8% | Added |
| Foster & Motley Inc | 5,994 | $899.0K | 0.06% | +27+0.5% | Added |
| FSB Premier Wealth Management, Inc. | 6,001 | $899.7K | 0.35% | +467+8.4% | Added |
| Abacus Planning Group, Inc. | 6,003 | $900.0K | 0.16% | +283+4.9% | Added |
| Quad-Cities Investment Group, LLC | 6,023 | $903.1K | 0.45% | +4+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 6,040 | $905.7K | 0.46% | +386+6.8% | Added |
| Fullcircle Wealth LLC | 6,773 | $906.0K | 0.37% | +131+2.0% | Added |
| Mission Creek Capital Partners, Inc. | 13,229 | $908.7K | 0.22% | −1,034−7.2% | Reduced |
| Invesco, LLC | 6,069 | $910.0K | 0.37% | +1,867+44.4% | Added |
| Aventura Private Wealth, LLC | 6,073 | $910.5K | 0.48% | −124−2.0% | Reduced |
| Delaney Dennis R | 6,080 | $911.6K | 0.50% | −2,575−29.8% | Reduced |
| Lifeworks Advisors, LLC | 6,093 | $913.5K | 0.15% | +7+0.1% | Added |
| SkyOak Wealth, LLC | 6,107 | $915.7K | 0.20% | +300+5.2% | Added |
| MeadowBrook Investment Advisors LLC | 6,111 | $916.3K | 0.86% | −40−0.7% | Reduced |
| Poplar Forest Capital LLC | 6,115 | $916.9K | 0.16% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,128 | $917.0K | 0.02% | +2,541+70.8% | Added |
| Winthrop Advisory Group LLC | 6,117 | $917.2K | 0.11% | +200+3.4% | Added |
| Integris Wealth Management, LLC | 6,121 | $917.8K | 0.26% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6,150 | $922.2K | 0.12% | +397+6.9% | Added |
| VCI Wealth Management LLC | 6,162 | $924.0K | 0.39% | −6,035−49.5% | Reduced |
| Shum Financial Group, Inc. | 6,163 | $924.1K | 0.80% | +60+1.0% | Added |
| Gateway Wealth Partners, LLC | 6,181 | $926.8K | 0.21% | −85−1.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 6,183 | $927.1K | 0.22% | +299+5.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,184 | $927.3K | 0.09% | +161+2.7% | Added |
| Ellis Investment Partners, LLC | 6,188 | $927.8K | 0.19% | +16+0.3% | Added |
| Glen Eagle Advisors, LLC | 6,188 | $927.8K | 0.15% | −615−9.0% | Reduced |
| Empirical Asset Management, LLC | 6,222 | $933.0K | 0.32% | −28,717−82.2% | Reduced |
| Diversified Enterprises, LLC | 6,229 | $933.9K | 0.08% | +729+13.3% | Added |
| First City Capital Management, Inc. | 6,240 | $935.6K | 0.56% | +13+0.2% | Added |
| Elgethun Capital Management | 6,240 | $935.7K | 0.21% | −787−11.2% | Reduced |
| Winnow Wealth LLC | 6,244 | $936.2K | 0.86% | +559+9.8% | Added |
| Morningstar Investment Services LLC | 6,258 | $938.0K | 0.17% | −5,530−46.9% | Reduced |
| Sunesis Advisors, LLC | 6,256 | $938.0K | 0.51% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,266 | $939.6K | 0.21% | −484−7.2% | Reduced |
| Hanson & Doremus Investment Management | 6,269 | $940.0K | 0.14% | +600+10.6% | Added |
| Lindbrook Capital, LLC | 6,272 | $940.4K | 0.09% | −14,029−69.1% | Reduced |
| Monterey Private Wealth, Inc. | 6,274 | $940.6K | 0.28% | −591−8.6% | Reduced |
| Wakefield Asset Management LLLP | 6,278 | $941.3K | 0.29% | +6,278 | New |
| Pollock Investment Advisors, LLC | 6,281 | $941.8K | 0.76% | −400−6.0% | Reduced |
| Mainstay Capital Management LLC | 6,284 | $942.2K | 0.13% | +49+0.8% | Added |
| LM Advisors LLC | 6,296 | $944.0K | 0.17% | −661−9.5% | Reduced |
| Charter Oak Capital Management, LLC | 6,297 | $944.2K | 0.09% | +23+0.4% | Added |
| EverSource Wealth Advisors, LLC | 6,303 | $945.1K | 0.05% | −3,151−33.3% | Reduced |
| Wall Street Access Asset Management, LLC | 6,306 | $945.5K | 0.38% | −221−3.4% | Reduced |
| Old Port Advisors | 6,315 | $946.9K | 0.28% | −249−3.8% | Reduced |
| RFP Financial Group LLC | 6,320 | $947.7K | 0.38% | −13−0.2% | Reduced |
| NCM Capital Management, LLC | 6,324 | $948.3K | 0.43% | +972+18.2% | Added |
| Bridgewater Advisors Inc. | 7,066 | $949.1K | 0.08% | +7,066 | New |
| Norris Perne & French LLP | 6,341 | $950.8K | 0.07% | −19−0.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 6,346 | $951.5K | 0.41% | −111−1.7% | Reduced |
| Rockingstone Advisors LLC | 6,349 | $952.0K | 0.43% | +183+3.0% | Added |
| Valley National Advisers Inc | 6,352 | $952.0K | 0.17% | −1,397−18.0% | Reduced |
| Strategic Wealth Designers | 6,358 | $953.3K | 1.66% | −65,902−91.2% | Reduced |
| First County Bank | 6,362 | $953.9K | 0.53% | +549+9.4% | Added |
| Carson Advisory Inc. | 6,367 | $954.7K | 0.64% | +60+1.0% | Added |
| Greenwood Capital Associates LLC | 6,369 | $954.9K | 0.13% | −35,613−84.8% | Reduced |
| Duncan Williams Asset Management, LLC | 6,375 | $955.9K | 0.35% | +1,365+27.2% | Added |
| EPG Wealth Management LLC | 6,381 | $956.7K | 0.27% | −8,993−58.5% | Reduced |
| Scientech Research LLC | 6,390 | $958.1K | 0.25% | +6,390 | New |
| Mill Creek Capital Advisors, LLC | 6,397 | $959.2K | 0.02% | −308−4.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,408 | $960.8K | 0.34% | −68−1.1% | Reduced |
| Northwest Bancshares, Inc. | 6,417 | $962.2K | 0.18% | +28+0.4% | Added |
| WBI Investments | 6,428 | $963.7K | 0.25% | +1,119+21.1% | Added |
| American State Bank (Iowa) | 6,428 | $963.8K | 0.58% | +537+9.1% | Added |
| Custos Family Office, LLC | 6,429 | $963.9K | 0.34% | +6+0.1% | Added |
| Wells Trecaso Financial Group, LLC | 6,434 | $964.7K | 0.32% | +39+0.6% | Added |
| Nicholas Hoffman & Company, LLC. | 6,437 | $965.2K | 0.04% | −1,648−20.4% | Reduced |
| Castle Rock Wealth Management, LLC | 6,493 | $967.0K | 0.26% | −171−2.6% | Reduced |
| MBA Advisors LLC | 6,451 | $967.3K | 0.48% | +149+2.4% | Added |
| Cardiff Park Advisors, LLC | 6,461 | $968.7K | 0.09% | +60+0.9% | Added |
| Transamerica Financial Advisors, Inc. | 6,458 | $969.0K | 0.10% | +317+5.2% | Added |
| Marathon Capital Management | 6,471 | $970.3K | 0.26% | −25−0.4% | Reduced |
| Doheny Asset Management | 6,479 | $971.0K | 0.76% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 6,478 | $971.3K | 0.29% | +6,254+2,792.0% | Added |
| Guardian Wealth Advisors, LLC | 6,497 | $974.2K | 0.08% | −151−2.3% | Reduced |
| Concord Asset Management, LLC | 6,864 | $976.5K | 0.22% | −6,660−49.2% | Reduced |
| Parvin Asset Management, LLC | 6,520 | $977.6K | 1.10% | +317+5.1% | Added |