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 |
|---|---|---|---|---|---|
| Ossiam | 29,140 | $4.37M | 0.06% | −44,464−60.4% | Reduced |
| Simplicity Wealth,LLC | 29,059 | $4.36M | 0.34% | +21,873+304.4% | Added |
| Quadrant Capital Group LLC | 29,026 | $4.35M | 0.16% | +13,651+88.8% | Added |
| Hall Laurie J Trustee | 29,010 | $4.35M | 1.55% | −2,372−7.6% | Reduced |
| Phoenix Holdings Ltd. | 28,803 | $4.33M | 0.07% | −2,365−7.6% | Reduced |
| Middleton & Co Inc | 28,888 | $4.33M | 0.51% | +3,676+14.6% | Added |
| City Holding Co | 28,879 | $4.33M | 0.61% | −1,806−5.9% | Reduced |
| Univest Financial Corp | 28,728 | $4.31M | 0.28% | +1,174+4.3% | Added |
| Baugh & Associates, LLC | 29,920 | $4.28M | 2.16% | −36−0.1% | Reduced |
| Johnson Financial Group, Inc. | 28,439 | $4.26M | 0.21% | +349+1.2% | Added |
| Pekin Hardy Strauss, Inc. | 28,403 | $4.26M | 0.52% | −138−0.5% | Reduced |
| High Net Worth Advisory Group LLC | 28,401 | $4.26M | 1.20% | −160−0.6% | Reduced |
| Long Road Investment Counsel, LLC | 28,300 | $4.24M | 1.65% | 00.0% | Unchanged |
| Fruth Investment Management | 28,295 | $4.24M | 1.18% | −103−0.4% | Reduced |
| Garland Capital Management Inc | 28,275 | $4.24M | 3.97% | −760−2.6% | Reduced |
| Summit Financial, LLC | 28,261 | $4.24M | 0.12% | +2,151+8.2% | Added |
| Westhampton Capital, LLC | 28,237 | $4.23M | 2.31% | +185+0.7% | Added |
| Old Second National Bank of Aurora | 28,166 | $4.22M | 0.99% | +867+3.2% | Added |
| Horrell Capital Management, Inc. | 28,045 | $4.21M | 1.76% | +173+0.6% | Added |
| Mendel Money Management | 28,007 | $4.20M | 1.99% | +40.0% | Added |
| NBC Securities, Inc. | 27,938 | $4.19M | 0.36% | +27,913+111,652.0% | Added |
| Campbell & CO Investment Adviser LLC | 27,922 | $4.19M | 0.32% | +21,012+304.1% | Added |
| Spring Capital Management, LLC | 27,854 | $4.18M | 2.28% | +1,194+4.5% | Added |
| Beutel, Goodman & Co Ltd. | 27,725 | $4.16M | 0.02% | +26,825+2,980.6% | Added |
| Covington Investment Advisors Inc. | 27,614 | $4.14M | 0.64% | +2,606+10.4% | Added |
| Chilton Investment Co LLC | 27,572 | $4.13M | 0.10% | −9,102−24.8% | Reduced |
| Cullinan Associates Inc | 27,493 | $4.12M | 0.29% | +1,100+4.2% | Added |
| Ballentine Partners, LLC | 27,477 | $4.12M | 0.07% | −1,089−3.8% | Reduced |
| Icon Wealth Advisors, LLC | 27,429 | $4.11M | 0.34% | −1,438−5.0% | Reduced |
| Hancock Whitney Corp | 27,371 | $4.10M | 0.13% | −8,879−24.5% | Reduced |
| Union Heritage Capital, LLC | 27,289 | $4.09M | 1.52% | 00.0% | Unchanged |
| New England Asset Management Inc | 27,282 | $4.09M | 0.66% | +2,170+8.6% | Added |
| Trust Co of Oklahoma | 27,229 | $4.08M | 1.41% | −1,040−3.7% | Reduced |
| Stonegate Investment Group, LLC | 27,106 | $4.06M | 0.11% | +1,321+5.1% | Added |
| American Money Management, LLC | 27,105 | $4.06M | 0.77% | +232+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 26,966 | $4.04M | 0.35% | −82−0.3% | Reduced |
| Advanced Asset Management Advisors Inc | 26,964 | $4.04M | 1.11% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 26,933 | $4.04M | 0.45% | −750−2.7% | Reduced |
| Beaton Management Co. Inc. | 26,898 | $4.03M | 2.09% | −200−0.7% | Reduced |
| Money Concepts Capital Corp | 26,883 | $4.03M | 0.30% | −1,924−6.7% | Reduced |
| TD Private Client Wealth LLC | 26,848 | $4.03M | 0.11% | +650+2.5% | Added |
| Laurel Wealth Advisors LLC | 26,795 | $4.02M | 0.63% | +406+1.5% | Added |
| Leavell Investment Management, Inc. | 26,785 | $4.02M | 0.20% | −1,059−3.8% | Reduced |
| Hall Capital Management Co Inc | 26,756 | $4.01M | 1.86% | +1,049+4.1% | Added |
| Signaturefd, LLC | 26,622 | $3.99M | 0.08% | +947+3.7% | Added |
| Procyon Private Wealth Partners, LLC | 26,584 | $3.99M | 0.24% | −3,773−12.4% | Reduced |
| Hallmark Capital Management Inc | 26,537 | $3.98M | 0.30% | +7,359+38.4% | Added |
| Marietta Investment Partners LLC | 26,536 | $3.98M | 0.96% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 26,525 | $3.98M | 0.48% | +18,327+223.6% | Added |
| Investment House LLC | 26,481 | $3.97M | 0.23% | −4,152−13.6% | Reduced |
| Private Trust Co NA | 26,307 | $3.94M | 0.41% | −4,178−13.7% | Reduced |
| Stone Point Wealth LLC | 26,292 | $3.94M | 1.34% | +1,111+4.4% | Added |
| Occidental Asset Management, LLC | 26,257 | $3.94M | 0.59% | +2,149+8.9% | Added |
| Two Sigma Investments, LP | 26,230 | $3.93M | 0.01% | −588,438−95.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 26,177 | $3.93M | 0.75% | +1,369+5.5% | Added |
| Builder Investment Group Inc | 26,165 | $3.92M | 1.12% | +25+0.1% | Added |
| PGGM Investments | 26,156 | $3.92M | 0.05% | +9,369+55.8% | Added |
| London & Capital Asset Management Ltd | 26,157 | $3.92M | 0.34% | −120,857−82.2% | Reduced |
| Plancorp, LLC | 26,102 | $3.91M | 0.16% | +1,490+6.1% | Added |
| Commonwealth Retirement Investments LLC | 26,062 | $3.91M | 1.59% | −753−2.8% | Reduced |
| Hohimer Wealth Management, LLC | 26,018 | $3.90M | 0.76% | +4,581+21.4% | Added |
| Confluence Wealth Services, Inc. | 27,408 | $3.90M | 0.25% | +1,543+6.0% | Added |
| SS&H Financial Advisors, Inc. | 25,975 | $3.90M | 1.45% | −283−1.1% | Reduced |
| Biltmore Family Office, LLC | 25,966 | $3.89M | 0.66% | +100+0.4% | Added |
| Smithbridge Asset Management Inc | 25,961 | $3.89M | 0.72% | +25,961 | New |
| Hayek Kallen Investment Management | 25,959 | $3.89M | 1.43% | +67+0.3% | Added |
| Shufro Rose & Co LLC | 25,865 | $3.88M | 0.31% | −82−0.3% | Reduced |
| KMG Fiduciary Partners, LLC | 25,842 | $3.87M | 0.32% | +278+1.1% | Added |
| Gladstone Institutional Advisory LLC | 25,774 | $3.86M | 0.18% | +4,276+19.9% | Added |
| Freestone Capital Holdings, LLC | 25,768 | $3.86M | 0.14% | −1,380−5.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 25,765 | $3.86M | 0.97% | +398+1.6% | Added |
| SeaCrest Wealth Management, LLC | 25,744 | $3.86M | 0.44% | −515−2.0% | Reduced |
| Bill Few Associates, Inc. | 25,721 | $3.86M | 1.38% | +231+0.9% | Added |
| Monetary Management Group Inc | 25,721 | $3.86M | 1.04% | −600−2.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 25,710 | $3.85M | 0.11% | +1,927+8.1% | Added |
| Naples Global Advisors, LLC | 25,678 | $3.85M | 0.37% | +747+3.0% | Added |
| NovaPoint Capital, LLC | 25,671 | $3.85M | 1.19% | +794+3.2% | Added |
| Meeder Advisory Services, Inc. | 25,603 | $3.84M | 0.23% | +62+0.2% | Added |
| Horizon Investments, LLC | 25,542 | $3.83M | 0.11% | +898+3.6% | Added |
| Value Partners Investments Inc. | 25,510 | $3.83M | 0.33% | +25,510 | New |
| Hudson Bay Capital Management LP | 25,528 | $3.83M | 0.02% | −524,552−95.4% | Reduced |
| Braun Stacey Associates Inc | 25,514 | $3.83M | 0.16% | −90−0.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 25,450 | $3.82M | 0.57% | +25,450 | New |
| Brooks, Moore & Associates, Inc. | 25,370 | $3.80M | 2.15% | +34+0.1% | Added |
| ProVise Management Group, LLC | 25,338 | $3.80M | 0.32% | +3,811+17.7% | Added |
| First PREMIER Bank | 25,275 | $3.79M | 0.96% | −487−1.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 25,269 | $3.79M | 1.16% | +8,162+47.7% | Added |
| Machina Capital S.A.S. | 25,214 | $3.78M | 1.12% | +17,674+234.4% | Added |
| Hussman Strategic Advisors, Inc. | 25,200 | $3.78M | 0.92% | +8,400+50.0% | Added |
| American Trust | 25,176 | $3.77M | 0.93% | −5,941−19.1% | Reduced |
| Aristotle Capital Management, LLC | 25,166 | $3.77M | 0.01% | −110−0.4% | Reduced |
| Kavar Capital Partners Group, LLC | 25,151 | $3.77M | 0.63% | +268+1.1% | Added |
| WBH Advisory Inc | 25,137 | $3.77M | 0.35% | −396−1.6% | Reduced |
| Close Asset Management Ltd | 25,115 | $3.77M | 0.11% | −7,501−23.0% | Reduced |
| Twin Capital Management Inc | 25,098 | $3.76M | 0.44% | −1,534−5.8% | Reduced |
| HBW Advisory Services LLC | 25,072 | $3.76M | 0.53% | +1,297+5.5% | Added |
| Robertson Stephens Wealth Management, LLC | 25,067 | $3.76M | 0.14% | −3,670−12.8% | Reduced |
| Pacifica Partners Inc. | 24,748 | $3.75M | 1.71% | +4,548+22.5% | Added |
| DoubleLine ETF Adviser LP | 24,899 | $3.73M | 1.24% | −7,918−24.1% | Reduced |
| TRUE Private Wealth Advisors | 24,796 | $3.72M | 0.45% | −65−0.3% | Reduced |