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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 45,286 | $6.79M | 0.18% | −5,342−10.6% | Reduced |
| McDaniel Terry & Co | 45,275 | $6.79M | 0.59% | −136,870−75.1% | Reduced |
| Liberty One Investment Management, LLC | 45,071 | $6.76M | 0.68% | −98,910−68.7% | Reduced |
| J.W. Cole Advisors, Inc. | 44,915 | $6.73M | 0.21% | +21,718+93.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 44,864 | $6.73M | 3.71% | −1,035−2.3% | Reduced |
| Narwhal Capital Management | 44,794 | $6.72M | 0.60% | −12,818−22.2% | Reduced |
| Fred Alger Management, LLC | 44,561 | $6.68M | 0.04% | +34,049+323.9% | Added |
| Douglass Winthrop Advisors, LLC | 44,427 | $6.66M | 0.13% | −2,419−5.2% | Reduced |
| Banque Cantonale Vaudoise | 44,283 | $6.64M | 0.29% | +44,283 | New |
| Community Bank & Trust, Waco, Texas | 44,267 | $6.64M | 1.56% | −527−1.2% | Reduced |
| Investment Management Corp of Ontario | 44,013 | $6.60M | 0.13% | +44,013 | New |
| Gotham Asset Management, LLC | 43,810 | $6.57M | 0.05% | −30,064−40.7% | Reduced |
| Miracle Mile Advisors, LLC | 43,724 | $6.56M | 0.13% | +479+1.1% | Added |
| Alps Advisors Inc | 43,657 | $6.55M | 0.04% | +780+1.8% | Added |
| Allianz SE | 43,636 | $6.54M | 0.17% | −430−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 43,620 | $6.54M | 0.10% | +58+0.1% | Added |
| Parsons Capital Management Inc | 43,584 | $6.53M | 0.36% | −21,143−32.7% | Reduced |
| Headinvest, LLC | 43,172 | $6.47M | 1.26% | −1,145−2.6% | Reduced |
| HighPoint Advisor Group LLC | 47,917 | $6.44M | 0.37% | −1,648−3.3% | Reduced |
| BNP Paribas | 42,633 | $6.40M | 0.27% | −9,808−18.7% | Reduced |
| Skba Capital Management LLC | 42,515 | $6.37M | 0.95% | +4,395+11.5% | Added |
| Beacon Investment Advisory Services, Inc. | 42,452 | $6.37M | 0.30% | +11,440+36.9% | Added |
| China Universal Asset Management Co., Ltd. | 42,387 | $6.36M | 0.59% | +9,177+27.6% | Added |
| Allstate Corp | 42,292 | $6.34M | 0.19% | +1,310+3.2% | Added |
| Ar Asset Management Inc | 42,209 | $6.33M | 1.44% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 42,140 | $6.32M | 0.24% | +764+1.8% | Added |
| Stokes Capital Advisors, LLC | 42,111 | $6.31M | 1.61% | −443−1.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 42,014 | $6.30M | 0.75% | +434+1.0% | Added |
| National Asset Management, Inc. | 42,002 | $6.30M | 0.19% | +2,019+5.0% | Added |
| Ironwood Investment Counsel, LLC | 41,993 | $6.30M | 1.09% | −392−0.9% | Reduced |
| Financial & Tax Architects, LLC | 41,990 | $6.30M | 1.58% | +3,573+9.3% | Added |
| Ronald Blue Trust, Inc. | 41,892 | $6.28M | 0.08% | −800−1.9% | Reduced |
| Rodgers Brothers Inc. | 41,840 | $6.27M | 0.84% | +7,485+21.8% | Added |
| Pavion Blue Capital, LLC | 41,771 | $6.26M | 2.99% | +626+1.5% | Added |
| InvesTrust | 41,697 | $6.25M | 1.71% | +441+1.1% | Added |
| Oak Harvest Investment Services | 41,421 | $6.21M | 0.87% | +1,489+3.7% | Added |
| David Loasby | 42,990 | $6.20M | 0.61% | +1,989+4.9% | Added |
| Chemung Canal Trust Co | 41,163 | $6.17M | 1.36% | −1,342−3.2% | Reduced |
| Stablepoint Partners, LLC | 41,009 | $6.15M | 1.11% | +4,827+13.3% | Added |
| Van Strum & Towne Inc. | 40,981 | $6.14M | 2.06% | +318+0.8% | Added |
| Colonial Trust Co | 40,972 | $6.14M | 0.95% | +29+0.1% | Added |
| Buckhead Capital Management LLC | 40,729 | $6.11M | 1.96% | +725+1.8% | Added |
| Independent Financial Group, LLC | 40,703 | $6.10M | 0.21% | +2,647+7.0% | Added |
| Capital Investment Advisors, LLC | 40,657 | $6.10M | 0.12% | +730+1.8% | Added |
| Albion Financial Group | 40,601 | $6.09M | 0.43% | +1,493+3.8% | Added |
| Tokio Marine Asset Management Co Ltd | 40,587 | $6.09M | 0.22% | +2,300+6.0% | Added |
| Stonebridge Capital Management Inc | 40,545 | $6.08M | 2.63% | −3,365−7.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 40,444 | $6.06M | 0.37% | −180.0% | Reduced |
| Clark & Stuart, Inc | 40,368 | $6.05M | 4.41% | +11,186+38.3% | Added |
| Mengis Capital Management, Inc. | 40,203 | $6.03M | 1.26% | +5,142+14.7% | Added |
| Vestor Capital, LLC | 40,097 | $6.01M | 0.49% | −833−2.0% | Reduced |
| Equitable Holdings, Inc. | 40,017 | $6.00M | 0.06% | −539−1.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 39,995 | $6.00M | 0.43% | −14,314−26.4% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $5.97M | 0.52% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 39,763 | $5.96M | 0.47% | −5,650−12.4% | Reduced |
| LGT Capital Partners Ltd. | 39,750 | $5.96M | 0.26% | −37,648−48.6% | Reduced |
| Wedbush Securities Inc | 39,608 | $5.94M | 0.22% | −881−2.2% | Reduced |
| F/M Investments LLC | 39,537 | $5.93M | 0.24% | −7,172−15.4% | Reduced |
| Diversify Wealth Management, LLC | 43,902 | $5.90M | 0.44% | +8,507+24.0% | Added |
| Financial Strategies Group, Inc. | 41,235 | $5.89M | 1.39% | +12,201+42.0% | Added |
| Bleakley Financial Group, LLC | 39,244 | $5.88M | 0.19% | +4,973+14.5% | Added |
| Farther Finance Advisors, LLC | 39,147 | $5.86M | 0.15% | +10,187+35.2% | Added |
| Independence Bank of Kentucky | 39,055 | $5.86M | 0.92% | −936−2.3% | Reduced |
| Eastover Investment Advisors LLC | 39,045 | $5.85M | 2.83% | +429+1.1% | Added |
| Red Door Wealth Management, LLC | 39,002 | $5.85M | 0.86% | +3,566+10.1% | Added |
| Principal Street Partners, LLC | 38,978 | $5.84M | 1.09% | +5,919+17.9% | Added |
| Parkwood LLC | 38,897 | $5.83M | 0.57% | +3,404+9.6% | Added |
| Hantz Financial Services, Inc. | 38,767 | $5.81M | 0.10% | −1,071−2.7% | Reduced |
| FIL Ltd | 38,481 | $5.77M | 0.01% | −497−1.3% | Reduced |
| Dark Forest Capital Management LP | 38,251 | $5.74M | 0.26% | +35,859+1,499.1% | Added |
| NewSquare Capital LLC | 38,689 | $5.72M | 0.47% | +115+0.3% | Added |
| Asset Management Group, Inc. | 38,145 | $5.72M | 1.06% | +696+1.9% | Added |
| Journey Advisory Group, LLC | 38,143 | $5.72M | 0.47% | +9,062+31.2% | Added |
| Coastal Bridge Advisors, LLC | 38,103 | $5.71M | 0.82% | +15,649+69.7% | Added |
| Citizens National Bank Trust Department | 38,074 | $5.71M | 1.22% | +1,030+2.8% | Added |
| Congress Wealth Management LLC | 37,931 | $5.66M | 0.07% | +12,805+51.0% | Added |
| Coston, McIsaac & Partners | 37,760 | $5.66M | 1.65% | +2,164+6.1% | Added |
| Infusive Asset Management Inc. | 37,720 | $5.66M | 2.62% | +5,743+18.0% | Added |
| Perigon Wealth Management, LLC | 37,716 | $5.66M | 0.15% | +1,325+3.6% | Added |
| Bridge Creek Capital Management LLC | 37,694 | $5.65M | 1.78% | +185+0.5% | Added |
| First National Bank & Trust Co of Newtown | 37,652 | $5.65M | 1.19% | −524−1.4% | Reduced |
| Taurus Asset Management, LLC | 37,504 | $5.62M | 0.57% | −135−0.4% | Reduced |
| StoneX Group Inc. | 37,304 | $5.60M | 0.31% | −1,051−2.7% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 37,339 | $5.60M | 3.06% | +7,143+23.7% | Added |
| Jackson Hole Capital Partners, LLC | 37,334 | $5.60M | 1.11% | +609+1.7% | Added |
| We Are One Seven, LLC | 37,248 | $5.58M | 0.22% | +3,490+10.3% | Added |
| Grassi Investment Management | 37,200 | $5.58M | 0.52% | 00.0% | Unchanged |
| NTV Asset Management LLC | 37,003 | $5.55M | 0.74% | −437−1.2% | Reduced |
| JGP Wealth Management, LLC | 36,836 | $5.52M | 0.73% | −690−1.8% | Reduced |
| Brady Family Wealth, LLC | 36,798 | $5.52M | 1.76% | −1,974−5.1% | Reduced |
| Pathway Financial Advisers, LLC | 36,758 | $5.51M | 1.89% | +604+1.7% | Added |
| Romano Brothers and Company | 36,737 | $5.51M | 0.71% | +641+1.8% | Added |
| Shorepoint Capital Partners LLC | 36,711 | $5.50M | 1.25% | +2,464+7.2% | Added |
| Wealth Advisory Solutions, LLC | 36,668 | $5.50M | 1.46% | +34,936+2,017.1% | Added |
| Destination Wealth Management | 36,663 | $5.50M | 0.17% | −1,535−4.0% | Reduced |
| FRG Family Wealth Advisors LLC | 36,542 | $5.48M | 1.06% | −1,290−3.4% | Reduced |
| Howard Capital Management Inc. | 36,396 | $5.46M | 0.14% | −5,366−12.8% | Reduced |
| Virtu Financial LLC | 36,347 | $5.45M | 0.30% | +1,024+2.9% | Added |
| Iowa State Bank | 36,125 | $5.42M | 1.15% | −4,910−12.0% | Reduced |
| Ayrshire Capital Management LLC | 36,032 | $5.40M | 2.61% | −776−2.1% | Reduced |