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 |
|---|---|---|---|---|---|
| Intelligent Financial Strategies | 2,595 | $389.1K | 0.20% | −650−20.0% | Reduced |
| Pictet North America Advisors SA | 2,600 | $389.8K | 0.04% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,601 | $390.0K | 0.11% | −97−3.6% | Reduced |
| Redwood Investment Management, LLC | 2,599 | $390.0K | 0.04% | +2,599 | New |
| Heritage Investment Group, Inc. | 2,602 | $390.1K | 0.07% | −149−5.4% | Reduced |
| Robinswood Financial LLC | 2,605 | $390.7K | 0.14% | +116+4.7% | Added |
| BankPlus Trust Department | 2,613 | $391.8K | 0.13% | −4,202−61.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,615 | $392.1K | 0.13% | −391−13.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,615 | $392.1K | 0.25% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 2,618 | $392.6K | 0.09% | +2,618 | New |
| Perfromance Wealth Partners, LLC | 2,623 | $393.3K | 0.01% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 2,624 | $393.4K | 0.02% | −7,859−75.0% | Reduced |
| Goldstein Advisors, LLC | 2,627 | $393.9K | 0.06% | −164−5.9% | Reduced |
| Colonial River Wealth Management, LLC | 2,629 | $394.3K | 0.22% | −1,268−32.5% | Reduced |
| Braun-Bostich & Associates Inc. | 2,633 | $394.8K | 0.29% | +27+1.0% | Added |
| Tucker Asset Management LLC | 2,635 | $395.1K | 0.13% | −129−4.7% | Reduced |
| Veracity Capital LLC | 2,637 | $395.3K | 0.16% | −34−1.3% | Reduced |
| Lumbard & Kellner, LLC | 2,640 | $395.8K | 0.17% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,641 | $396.0K | 0.14% | +420+18.9% | Added |
| DeDora Capital, Inc. | 2,644 | $396.4K | 0.11% | −392−12.9% | Reduced |
| Trinity Financial Advisors LLC | 2,620 | $396.6K | 0.14% | −5−0.2% | Reduced |
| Howard Bailey Securities, LLC | 2,649 | $397.2K | 0.13% | −691−20.7% | Reduced |
| Birchcreek Wealth Management, LLC | 2,652 | $397.6K | 0.25% | −399−13.1% | Reduced |
| Topsail Wealth Management, LLC | 2,654 | $397.9K | 0.08% | +1,256+89.8% | Added |
| Moss Adams Wealth Advisors LLC | 2,658 | $398.5K | 0.04% | +435+19.6% | Added |
| Elevatus Welath Management | 2,659 | $398.7K | 0.23% | −17−0.6% | Reduced |
| Willow Creek Wealth Management Inc. | 2,664 | $399.5K | 0.04% | −3−0.1% | Reduced |
| Atwater Malick LLC | 2,667 | $399.9K | 0.14% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 2,667 | $399.9K | 0.20% | −68−2.5% | Reduced |
| Mma Asset Management LLC | 2,671 | $400.4K | 0.17% | +10.0% | Added |
| Challenger Wealth Management | 2,671 | $400.5K | 0.32% | −614−18.7% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,683 | $402.3K | 0.15% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,690 | $403.3K | 0.23% | +13+0.5% | Added |
| Ackerman Capital Advisors, LLC | 2,692 | $403.7K | 0.11% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,700 | $405.0K | 0.01% | −45−1.6% | Reduced |
| TSFG, LLC | 2,698 | $405.0K | 0.08% | +167+6.6% | Added |
| Financial Security Advisor, Inc. | 2,705 | $405.6K | 0.10% | +17+0.6% | Added |
| Websterrogers Financial Advisors, LLC | 2,705 | $405.7K | 0.14% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,711 | $406.5K | 0.05% | −40−1.5% | Reduced |
| New Republic Capital, LLC | 2,714 | $407.0K | 0.18% | +528+24.2% | Added |
| Kestra Investment Management, LLC | 2,716 | $407.2K | 0.01% | −96−3.4% | Reduced |
| Wedge Capital Management L L P | 2,718 | $407.5K | 0.01% | +2,718 | New |
| Flywheel Private Wealth LLC | 2,720 | $407.8K | 0.37% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 2,730 | $409.3K | 0.14% | −217−7.4% | Reduced |
| First Dallas Securities Inc. | 2,732 | $410.0K | 0.17% | −113−4.0% | Reduced |
| Sivia Capital Partners, LLC | 2,737 | $410.4K | 0.19% | +296+12.1% | Added |
| Clearwater Capital Advisors, LLC | 2,741 | $411.1K | 0.04% | −2−0.1% | Reduced |
| Unique Wealth Strategies, LLC | 2,747 | $411.9K | 0.19% | +33+1.2% | Added |
| Resurgent Financial Advisors LLC | 2,750 | $412.3K | 0.25% | +42+1.6% | Added |
| Cowa, LLC | 2,750 | $412.3K | 0.18% | −300−9.8% | Reduced |
| N.E.W. Advisory Services LLC | 2,755 | $413.1K | 0.03% | +473+20.7% | Added |
| Sageworth Trust Co | 2,762 | $414.1K | 0.03% | −43−1.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,762 | $414.2K | 0.17% | +468+20.4% | Added |
| Secure Asset Management, LLC | 2,763 | $414.3K | 0.08% | −783−22.1% | Reduced |
| Edge Wealth Management LLC | 2,766 | $414.7K | 0.08% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,777 | $416.4K | 0.05% | −1,500−35.1% | Reduced |
| APCM Wealth Management for Individuals | 2,778 | $416.5K | 0.07% | −44−1.6% | Reduced |
| Titleist Asset Management, LLC | 2,780 | $416.8K | 0.05% | −332−10.7% | Reduced |
| Joule Financial, LLC | 2,783 | $417.3K | 0.15% | −36−1.3% | Reduced |
| Oxford Financial Group Ltd | 2,786 | $417.7K | 0.03% | −369−11.7% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,786 | $417.7K | 0.27% | +502+22.0% | Added |
| Convergence Financial, LLC | 2,790 | $418.3K | 0.08% | −298−9.7% | Reduced |
| Silverlake Wealth Management LLC | 2,792 | $418.6K | 0.16% | +223+8.7% | Added |
| Wellington Shields Capital Management, LLC | 2,793 | $418.8K | 0.08% | −2,600−48.2% | Reduced |
| McClarren Financial Advisors, Inc. | 2,862 | $419.0K | 0.28% | +2,862 | New |
| Drexel Morgan & Co. | 2,800 | $419.8K | 0.09% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,806 | $420.7K | 0.24% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 2,813 | $421.8K | 0.06% | −7,930−73.8% | Reduced |
| Institute for Wealth Management, LLC. | 2,824 | $423.4K | 0.05% | −242−7.9% | Reduced |
| Frisch Financial Group, Inc. | 2,826 | $424.0K | 0.12% | −30−1.1% | Reduced |
| America First Investment Advisors, LLC | 2,833 | $424.8K | 0.09% | +14+0.5% | Added |
| Aveo Capital Partners, LLC | 3,223 | $425.2K | 0.07% | −2,647−45.1% | Reduced |
| First Community Trust NA | 2,836 | $425.2K | 0.37% | −335−10.6% | Reduced |
| Partners Wealth Management, LLC | 2,836 | $425.2K | 0.48% | −229−7.5% | Reduced |
| Fiduciary Financial Group, LLC | 2,957 | $426.2K | 0.09% | +1,105+59.7% | Added |
| Paradigm Capital Management, LLC | 2,845 | $427.0K | 0.44% | −130−4.4% | Reduced |
| Ruggaard & Associates LLC | 2,849 | $427.2K | 0.19% | −52−1.8% | Reduced |
| Sulzberger Capital Advisors, Inc. | 2,850 | $427.3K | 0.56% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,855 | $428.1K | 0.17% | −25,980−90.1% | Reduced |
| Sage Capital Management, LLC | 2,856 | $428.2K | 0.23% | −186−6.1% | Reduced |
| Advus Financial Partners, LLC | 2,869 | $430.1K | 0.12% | −380−11.7% | Reduced |
| Opes Wealth Management LLC | 2,871 | $430.4K | 0.09% | +46+1.6% | Added |
| Centric Wealth Management | 2,879 | $431.7K | 0.11% | +136+5.0% | Added |
| Advyzon Investment Management, LLC | 2,880 | $431.8K | 0.15% | +1,009+53.9% | Added |
| Philadelphia Trust Co | 2,882 | $432.0K | 0.04% | −12−0.4% | Reduced |
| D'Orazio & Associates, Inc. | 2,886 | $432.7K | 0.07% | −351−10.8% | Reduced |
| WealthTrust Axiom LLC | 2,889 | $433.2K | 0.13% | +10.0% | Added |
| Investors Research Corp | 2,891 | $433.5K | 0.09% | +1,308+82.6% | Added |
| Marco Investment Management LLC | 2,892 | $433.6K | 0.04% | −140−4.6% | Reduced |
| Horan Securities, Inc. | 2,895 | $434.0K | 0.16% | −53−1.8% | Reduced |
| Drucker Wealth 3.0, LLC | 2,900 | $434.8K | 0.10% | +73+2.6% | Added |
| Garde Capital, Inc. | 2,905 | $435.6K | 0.02% | −104−3.5% | Reduced |
| Alesco Advisors LLC | 2,907 | $435.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Kansas | 2,905 | $436.0K | 0.23% | −34−1.2% | Reduced |
| TigerOak Management, L.L.C. | 2,908 | $436.0K | 0.17% | −1,654−36.3% | Reduced |
| West Chester Capital Advisors, Inc | 2,912 | $436.6K | 0.25% | −331−10.2% | Reduced |
| Cascades Capital Asset Management, LLC | 2,919 | $437.7K | 0.24% | −1,187−28.9% | Reduced |
| Portfolio Design Labs, LLC | 2,923 | $438.3K | 0.09% | −20,385−87.5% | Reduced |
| Tanaka Capital Management Inc | 2,931 | $439.0K | 1.05% | −328−10.1% | Reduced |
| BTG Pactual Asset Management US LLC | 2,930 | $439.3K | 0.06% | −5,336−64.6% | Reduced |