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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 2,273 | $340.8K | 0.00% | −40−1.7% | Reduced |
| Optivise Advisory Services LLC | 2,276 | $341.3K | 0.19% | −146−6.0% | Reduced |
| Strategies Wealth Advisors, LLC | 2,279 | $341.7K | 0.04% | +2,279 | New |
| Maia Wealth LLC | 2,329 | $341.8K | 0.08% | +228+10.9% | Added |
| German American Bancorp, Inc. | 2,285 | $342.6K | 0.04% | −1,146−33.4% | Reduced |
| Phillips Wealth Planners LLC | 2,377 | $343.3K | 0.36% | −1,215−33.8% | Reduced |
| Main Street Research LLC | 2,291 | $343.5K | 0.02% | −421−15.5% | Reduced |
| Central Pacific Bank - Trust Division | 2,292 | $343.7K | 0.05% | −9,665−80.8% | Reduced |
| Bremer Bank National Association | 2,299 | $344.7K | 0.06% | +119+5.5% | Added |
| Youngs Advisory Group, Inc. | 2,305 | $346.0K | 0.14% | 00.0% | Unchanged |
| bLong Financial, LLC | 2,314 | $347.0K | 0.31% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,318 | $347.5K | 0.04% | −78−3.3% | Reduced |
| Northstar Asset Management Inc | 2,322 | $348.2K | 0.10% | −534−18.7% | Reduced |
| Slocum, Gordon & Co LLP | 2,326 | $348.8K | 0.26% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 2,328 | $349.1K | 0.03% | −570−19.7% | Reduced |
| Medallion Wealth Advisors, LLC | 2,335 | $349.6K | 0.16% | +614+35.7% | Added |
| Nikulski Financial, Inc. | 2,336 | $350.2K | 0.11% | −159−6.4% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,339 | $350.7K | 0.40% | −427−15.4% | Reduced |
| Sovran Advisors, LLC | 2,459 | $351.2K | 0.05% | −503−17.0% | Reduced |
| Insight 2811, Inc. | 2,344 | $351.5K | 0.18% | +104+4.6% | Added |
| DGS Capital Management, LLC | 2,347 | $351.9K | 0.09% | −1,045−30.8% | Reduced |
| Lipe & Dalton | 2,345 | $352.0K | 0.20% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,348 | $352.0K | 0.00% | +736+45.7% | Added |
| Capital Market Strategies LLC | 2,350 | $352.4K | 0.24% | −626−21.0% | Reduced |
| Tacita Capital Inc | 2,350 | $352.4K | 0.25% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,351 | $352.5K | 0.17% | −496−17.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,707 | $353.0K | 0.24% | −323−10.7% | Reduced |
| Signet Financial Management, LLC | 2,356 | $353.3K | 0.05% | −4,566−66.0% | Reduced |
| Financial Management Network Inc | 2,469 | $353.5K | 0.08% | −195−7.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,327 | $353.8K | 0.12% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,360 | $354.0K | 0.10% | −16−0.7% | Reduced |
| Cahill Financial Advisors Inc | 2,364 | $354.4K | 0.05% | +56+2.4% | Added |
| Quarry LP | 2,369 | $355.2K | 0.09% | +1,874+378.6% | Added |
| Montis Financial, LLC | 2,371 | $355.5K | 0.10% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2,374 | $356.0K | 0.11% | −411−14.8% | Reduced |
| Wayfinding Financial, LLC | 2,385 | $357.0K | 0.16% | −39−1.6% | Reduced |
| East Coast Asset Management, LLC. | 2,383 | $357.3K | 0.13% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 2,384 | $357.4K | 0.13% | +5+0.2% | Added |
| Northern Financial Advisors Inc | 2,389 | $358.2K | 0.30% | −1,161−32.7% | Reduced |
| Westover Capital Advisors, LLC | 2,392 | $358.7K | 0.08% | −644−21.2% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,449 | $359.0K | 0.15% | −15−0.6% | Reduced |
| True Link Financial Advisors, LLC | 2,395 | $359.1K | 0.03% | +26+1.1% | Added |
| Smallwood Wealth Investment Management, LLC | 2,395 | $359.2K | 0.23% | −10.0% | Reduced |
| Orion Capital Management LLC | 2,409 | $361.2K | 0.15% | −200−7.7% | Reduced |
| Crewe Advisors LLC | 2,409 | $361.2K | 0.05% | −52−2.1% | Reduced |
| Bank of Stockton | 2,410 | $361.4K | 0.12% | −24−1.0% | Reduced |
| LexAurum Advisors, LLC | 2,415 | $362.1K | 0.07% | −295−10.9% | Reduced |
| Compass Ion Advisors, LLC | 2,425 | $363.6K | 0.04% | −305−11.2% | Reduced |
| Fidelity D & D Bancorp Inc | 2,425 | $363.6K | 0.24% | −71−2.8% | Reduced |
| Creative Financial Designs Inc | 2,432 | $364.7K | 0.03% | −35−1.4% | Reduced |
| Pingora Partners LLC | 2,433 | $364.8K | 0.27% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,434 | $365.0K | 0.17% | −2,531−51.0% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,435 | $365.1K | 0.24% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,438 | $365.5K | 0.14% | −38−1.5% | Reduced |
| First International Bank & Trust | 2,441 | $366.0K | 0.12% | 00.0% | Unchanged |
| Generation Capital Management LLC | 2,441 | $366.0K | 0.33% | +10.0% | Added |
| Advantage Trust Co | 2,442 | $366.2K | 0.22% | −15−0.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,443 | $366.3K | 0.27% | −35−1.4% | Reduced |
| Ssi Investment Management LLC | 2,454 | $368.0K | 0.03% | −10.0% | Reduced |
| Westside Investment Management, Inc. | 2,455 | $368.1K | 0.08% | −50−2.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,456 | $368.3K | 0.05% | +165+7.2% | Added |
| Reliant Investment Management, LLC | 2,470 | $370.4K | 0.19% | −9,532−79.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,472 | $370.7K | 0.11% | −433−14.9% | Reduced |
| Brand Asset Management Group, Inc. | 2,474 | $370.9K | 0.15% | −61−2.4% | Reduced |
| Petra Financial Advisors Inc | 2,482 | $372.2K | 0.31% | −57−2.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,483 | $372.3K | 0.09% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 2,484 | $372.5K | 0.36% | +2+0.1% | Added |
| West Michigan Advisors, LLC | 2,489 | $373.2K | 0.12% | −2,151−46.4% | Reduced |
| Aurdan Capital Management, LLC | 2,490 | $373.4K | 0.14% | −502−16.8% | Reduced |
| Congress Asset Management Co | 2,491 | $373.5K | 0.00% | +108+4.5% | Added |
| Stanich Group LLC | 2,492 | $373.7K | 0.28% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,809 | $374.7K | 0.05% | +333+13.4% | Added |
| 17 Capital Partners, LLC | 2,507 | $374.8K | 0.24% | +139+5.9% | Added |
| GSG Advisors LLC | 2,580 | $375.6K | 0.12% | +126+5.1% | Added |
| Weaver Consulting Group | 2,509 | $376.1K | 0.11% | −283−10.1% | Reduced |
| Peoples Bank | 2,509 | $376.2K | 0.25% | −359−12.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,517 | $377.3K | 0.09% | −671−21.0% | Reduced |
| Trace Wealth Advisors, LLC | 2,531 | $379.5K | 0.34% | +80+3.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,607 | $379.6K | 0.16% | −158−5.7% | Reduced |
| TAGStone Capital, Inc. | 2,532 | $380.0K | 0.19% | +5+0.2% | Added |
| Harvest Investment Services, LLC | 2,535 | $380.1K | 0.11% | −199−7.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2,536 | $380.2K | 0.37% | +2,536 | New |
| Probity Advisors, Inc. | 2,538 | $380.5K | 0.07% | −108−4.1% | Reduced |
| Birch Financial Group, LLC | 2,541 | $381.0K | 0.34% | +2,541 | New |
| Dakota Community Bank & Trust NA | 2,543 | $381.3K | 1.84% | +577+29.3% | Added |
| Intrepid Financial Planning Group LLC | 2,547 | $381.9K | 0.18% | +22+0.9% | Added |
| Koss-Olinger Consulting, LLC | 2,545 | $382.0K | 0.03% | +2,545 | New |
| Balboa Wealth Partners | 2,549 | $382.2K | 0.09% | −36−1.4% | Reduced |
| Seven Mile Advisory | 2,550 | $382.3K | 0.26% | +80+3.2% | Added |
| Vicus Capital | 2,552 | $382.6K | 0.04% | +278+12.2% | Added |
| Brendel Financial Advisors LLC | 2,554 | $383.0K | 0.23% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,556 | $383.2K | 0.08% | −162−6.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,556 | $383.2K | 0.41% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 2,559 | $383.7K | 0.29% | −14−0.5% | Reduced |
| Mezzasalma Advisors, LLC | 2,561 | $384.0K | 0.13% | −486−16.0% | Reduced |
| Riverview Trust Co | 2,570 | $385.3K | 0.38% | −243−8.6% | Reduced |
| Aua Capital Management, LLC | 2,579 | $386.7K | 0.25% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,579 | $387.0K | 0.00% | −1,055−29.0% | Reduced |
| Lee Financial Co | 2,584 | $387.4K | 0.06% | −173−6.3% | Reduced |
| Aspen Grove Capital, LLC | 2,586 | $387.7K | 0.07% | −211−7.5% | Reduced |