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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 23,358 | $3.50M | 0.03% | −131,141−84.9% | Reduced |
| Nvest Financial, LLC | 23,458 | $3.52M | 1.88% | −777−3.2% | Reduced |
| LMCG Investments, LLC | 23,562 | $3.53M | 0.23% | −236−1.0% | Reduced |
| Selway Asset Management | 23,617 | $3.54M | 1.46% | +45+0.2% | Added |
| Mathes Company, Inc. | 23,631 | $3.54M | 1.44% | −100−0.4% | Reduced |
| Bangor Savings Bank | 23,733 | $3.56M | 0.34% | −1,243−5.0% | Reduced |
| Beck Mack & Oliver LLC | 23,757 | $3.56M | 0.07% | +2,775+13.2% | Added |
| Ipswich Investment Management Co., Inc. | 23,818 | $3.57M | 0.89% | −1,709−6.7% | Reduced |
| Columbia Asset Management | 23,925 | $3.59M | 0.73% | −476−2.0% | Reduced |
| Mystic Asset Management, Inc. | 23,936 | $3.59M | 0.95% | +985+4.3% | Added |
| Chicago Trust Co NA | 24,036 | $3.60M | 0.64% | +1,174+5.1% | Added |
| Atlas Brown,Inc. | 24,038 | $3.60M | 1.26% | −1,177−4.7% | Reduced |
| J. W. Coons Advisors, LLC | 24,086 | $3.61M | 0.95% | +100+0.4% | Added |
| Navellier & Associates Inc | 27,406 | $3.62M | 0.50% | −2,152−7.3% | Reduced |
| Signature Wealth Management Group | 24,168 | $3.62M | 1.41% | +24,168 | New |
| Capital Asset Advisory Services LLC | 24,326 | $3.63M | 0.18% | −1,935−7.4% | Reduced |
| Graybill Bartz & Assoc Ltd | 24,228 | $3.63M | 1.25% | +24,228 | New |
| Vestmark Advisory Solutions, Inc. | 24,244 | $3.64M | 0.09% | +10,539+76.9% | Added |
| St. Clair Advisors, LLC | 24,269 | $3.64M | 1.02% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 24,277 | $3.64M | 0.42% | +4,024+19.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 24,350 | $3.65M | 0.34% | −700−2.8% | Reduced |
| First Interstate Bank | 24,397 | $3.66M | 0.22% | −1,909−7.3% | Reduced |
| Planning Directions Inc | 24,409 | $3.66M | 1.56% | +22,368+1,095.9% | Added |
| Edgewood Management LLC | 24,421 | $3.66M | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 24,423 | $3.66M | 0.09% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 24,521 | $3.68M | 2.04% | −297−1.2% | Reduced |
| Fulton Bank, N.A. | 24,689 | $3.70M | 0.15% | −452−1.8% | Reduced |
| Grace & White Inc | 24,740 | $3.71M | 0.71% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24,748 | $3.71M | 0.11% | −2,570−9.4% | Reduced |
| TRUE Private Wealth Advisors | 24,796 | $3.72M | 0.45% | −65−0.3% | Reduced |
| DoubleLine ETF Adviser LP | 24,899 | $3.73M | 1.24% | −7,918−24.1% | Reduced |
| Pacifica Partners Inc. | 24,748 | $3.75M | 1.71% | +4,548+22.5% | Added |
| Robertson Stephens Wealth Management, LLC | 25,067 | $3.76M | 0.14% | −3,670−12.8% | Reduced |
| HBW Advisory Services LLC | 25,072 | $3.76M | 0.53% | +1,297+5.5% | Added |
| Twin Capital Management Inc | 25,098 | $3.76M | 0.44% | −1,534−5.8% | Reduced |
| Close Asset Management Ltd | 25,115 | $3.77M | 0.11% | −7,501−23.0% | Reduced |
| WBH Advisory Inc | 25,137 | $3.77M | 0.35% | −396−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 25,151 | $3.77M | 0.63% | +268+1.1% | Added |
| Aristotle Capital Management, LLC | 25,166 | $3.77M | 0.01% | −110−0.4% | Reduced |
| American Trust | 25,176 | $3.77M | 0.93% | −5,941−19.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 25,200 | $3.78M | 0.92% | +8,400+50.0% | Added |
| Machina Capital S.A.S. | 25,214 | $3.78M | 1.12% | +17,674+234.4% | Added |
| Butensky & Cohen Financial Security, Inc | 25,269 | $3.79M | 1.16% | +8,162+47.7% | Added |
| First PREMIER Bank | 25,275 | $3.79M | 0.96% | −487−1.9% | Reduced |
| ProVise Management Group, LLC | 25,338 | $3.80M | 0.32% | +3,811+17.7% | Added |
| Brooks, Moore & Associates, Inc. | 25,370 | $3.80M | 2.15% | +34+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 25,450 | $3.82M | 0.57% | +25,450 | New |
| Braun Stacey Associates Inc | 25,514 | $3.83M | 0.16% | −90−0.4% | Reduced |
| Hudson Bay Capital Management LP | 25,528 | $3.83M | 0.02% | −524,552−95.4% | Reduced |
| Value Partners Investments Inc. | 25,510 | $3.83M | 0.33% | +25,510 | New |
| Horizon Investments, LLC | 25,542 | $3.83M | 0.11% | +898+3.6% | Added |
| Meeder Advisory Services, Inc. | 25,603 | $3.84M | 0.23% | +62+0.2% | Added |
| NovaPoint Capital, LLC | 25,671 | $3.85M | 1.19% | +794+3.2% | Added |
| Naples Global Advisors, LLC | 25,678 | $3.85M | 0.37% | +747+3.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 25,710 | $3.85M | 0.11% | +1,927+8.1% | Added |
| Monetary Management Group Inc | 25,721 | $3.86M | 1.04% | −600−2.3% | Reduced |
| Bill Few Associates, Inc. | 25,721 | $3.86M | 1.38% | +231+0.9% | Added |
| SeaCrest Wealth Management, LLC | 25,744 | $3.86M | 0.44% | −515−2.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 25,765 | $3.86M | 0.97% | +398+1.6% | Added |
| Freestone Capital Holdings, LLC | 25,768 | $3.86M | 0.14% | −1,380−5.1% | Reduced |
| Gladstone Institutional Advisory LLC | 25,774 | $3.86M | 0.18% | +4,276+19.9% | Added |
| KMG Fiduciary Partners, LLC | 25,842 | $3.87M | 0.32% | +278+1.1% | Added |
| Shufro Rose & Co LLC | 25,865 | $3.88M | 0.31% | −82−0.3% | Reduced |
| Hayek Kallen Investment Management | 25,959 | $3.89M | 1.43% | +67+0.3% | Added |
| Smithbridge Asset Management Inc | 25,961 | $3.89M | 0.72% | +25,961 | New |
| Biltmore Family Office, LLC | 25,966 | $3.89M | 0.66% | +100+0.4% | Added |
| SS&H Financial Advisors, Inc. | 25,975 | $3.90M | 1.45% | −283−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 27,408 | $3.90M | 0.25% | +1,543+6.0% | Added |
| Hohimer Wealth Management, LLC | 26,018 | $3.90M | 0.76% | +4,581+21.4% | Added |
| Commonwealth Retirement Investments LLC | 26,062 | $3.91M | 1.59% | −753−2.8% | Reduced |
| Plancorp, LLC | 26,102 | $3.91M | 0.16% | +1,490+6.1% | Added |
| London & Capital Asset Management Ltd | 26,157 | $3.92M | 0.34% | −120,857−82.2% | Reduced |
| PGGM Investments | 26,156 | $3.92M | 0.05% | +9,369+55.8% | Added |
| Builder Investment Group Inc | 26,165 | $3.92M | 1.12% | +25+0.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,177 | $3.93M | 0.75% | +1,369+5.5% | Added |
| Two Sigma Investments, LP | 26,230 | $3.93M | 0.01% | −588,438−95.7% | Reduced |
| Occidental Asset Management, LLC | 26,257 | $3.94M | 0.59% | +2,149+8.9% | Added |
| Stone Point Wealth LLC | 26,292 | $3.94M | 1.34% | +1,111+4.4% | Added |
| Private Trust Co NA | 26,307 | $3.94M | 0.41% | −4,178−13.7% | Reduced |
| Investment House LLC | 26,481 | $3.97M | 0.23% | −4,152−13.6% | Reduced |
| Philip James Wealth Mangement, LLC | 26,525 | $3.98M | 0.48% | +18,327+223.6% | Added |
| Marietta Investment Partners LLC | 26,536 | $3.98M | 0.96% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 26,537 | $3.98M | 0.30% | +7,359+38.4% | Added |
| Procyon Private Wealth Partners, LLC | 26,584 | $3.99M | 0.24% | −3,773−12.4% | Reduced |
| Signaturefd, LLC | 26,622 | $3.99M | 0.08% | +947+3.7% | Added |
| Hall Capital Management Co Inc | 26,756 | $4.01M | 1.86% | +1,049+4.1% | Added |
| Leavell Investment Management, Inc. | 26,785 | $4.02M | 0.20% | −1,059−3.8% | Reduced |
| Laurel Wealth Advisors LLC | 26,795 | $4.02M | 0.63% | +406+1.5% | Added |
| TD Private Client Wealth LLC | 26,848 | $4.03M | 0.11% | +650+2.5% | Added |
| Money Concepts Capital Corp | 26,883 | $4.03M | 0.30% | −1,924−6.7% | Reduced |
| Beaton Management Co. Inc. | 26,898 | $4.03M | 2.09% | −200−0.7% | Reduced |
| LVM Capital Management Ltd | 26,933 | $4.04M | 0.45% | −750−2.7% | Reduced |
| Advanced Asset Management Advisors Inc | 26,964 | $4.04M | 1.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 26,966 | $4.04M | 0.35% | −82−0.3% | Reduced |
| American Money Management, LLC | 27,105 | $4.06M | 0.77% | +232+0.9% | Added |
| Stonegate Investment Group, LLC | 27,106 | $4.06M | 0.11% | +1,321+5.1% | Added |
| Trust Co of Oklahoma | 27,229 | $4.08M | 1.41% | −1,040−3.7% | Reduced |
| New England Asset Management Inc | 27,282 | $4.09M | 0.66% | +2,170+8.6% | Added |
| Union Heritage Capital, LLC | 27,289 | $4.09M | 1.52% | 00.0% | Unchanged |
| Hancock Whitney Corp | 27,371 | $4.10M | 0.13% | −8,879−24.5% | Reduced |