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, Q2 2025
Institutional positions in PepsiCo Inc as of Jun 30, 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
- 3,328
- −51 vs. Q1 2025
- Shares held
- 1.03B
- +3.37M (+0.3%) vs. Q1 2025
- Total value
- $135.9B
- −$17.8B (−11.6%) vs. Q1 2025
- New holders
- 188
- 1,314 more added
- Sold out
- 239
- 1,511 more reduced
50 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 20,304 | $2.68M | 0.37% | +821+4.2% | Added |
| Inscription Capital, LLC | 20,285 | $2.68M | 0.39% | −5,728−22.0% | Reduced |
| Fragasso Group Inc. | 20,277 | $2.68M | 0.18% | −1,217−5.7% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 20,200 | $2.67M | 0.04% | −2,442−10.8% | Reduced |
| Coastline Trust Co | 20,170 | $2.66M | 0.31% | −159−0.8% | Reduced |
| Oak Asset Management, LLC | 20,156 | $2.66M | 0.95% | +94+0.5% | Added |
| Shakespeare Wealth Management, Inc. | 20,088 | $2.65M | 0.71% | −1,384−6.4% | Reduced |
| Qtron Investments LLC | 20,060 | $2.65M | 0.34% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20,034 | $2.65M | 0.07% | +20,034 | New |
| Perpetual Ltd | 19,959 | $2.64M | 0.03% | +8,082+68.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 19,948 | $2.63M | 0.94% | +288+1.5% | Added |
| Bull Street Advisors, LLC | 19,902 | $2.63M | 1.26% | +74+0.4% | Added |
| Moody National Bank Trust Division | 19,877 | $2.62M | 0.24% | +660+3.4% | Added |
| Bank Ozk | 19,826 | $2.62M | 1.00% | −371−1.8% | Reduced |
| StrongBox Wealth, LLC | 19,772 | $2.61M | 0.99% | +2,128+12.1% | Added |
| Zhang Financial LLC | 19,762 | $2.61M | 0.12% | −18−0.1% | Reduced |
| InvesTrust | 19,728 | $2.60M | 1.01% | −21,969−52.7% | Reduced |
| Burney Co | 19,666 | $2.60M | 0.09% | −2,675−12.0% | Reduced |
| PFC Capital Group, Inc. | 19,657 | $2.60M | 1.20% | −3,395−14.7% | Reduced |
| Rockline Wealth Management, LLC | 19,580 | $2.59M | 0.61% | −148−0.8% | Reduced |
| Independent Investors Inc | 19,463 | $2.57M | 0.56% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 19,396 | $2.56M | 0.41% | +150+0.8% | Added |
| Delta Global Management LP | 19,329 | $2.55M | 0.17% | +2,485+14.8% | Added |
| Zuckerman Investment Group, LLC | 19,288 | $2.55M | 0.25% | +2,668+16.1% | Added |
| IFP Advisors, Inc | 19,214 | $2.54M | 0.07% | −435−2.2% | Reduced |
| Townsend & Associates, Inc | 17,657 | $2.53M | 0.25% | −642−3.5% | Reduced |
| Adirondack Trust Co | 19,163 | $2.53M | 0.92% | −1,170−5.8% | Reduced |
| Chapin Davis, Inc. | 19,131 | $2.53M | 0.70% | +4,237+28.4% | Added |
| Field & Main Bank | 19,068 | $2.52M | 0.82% | −1,898−9.1% | Reduced |
| Close Asset Management Ltd | 19,047 | $2.52M | 0.07% | −6,068−24.2% | Reduced |
| Webster Bank, N. A. | 19,043 | $2.51M | 0.26% | −1,582−7.7% | Reduced |
| Jag Capital Management, LLC | 19,009 | $2.51M | 0.28% | −344−1.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 19,007 | $2.51M | 0.40% | +4,103+27.5% | Added |
| Texas Yale Capital Corp. | 18,990 | $2.51M | 0.08% | 00.0% | Unchanged |
| Fundamentun, LLC | 18,945 | $2.50M | 0.11% | −501−2.6% | Reduced |
| All Terrain Financial Advisors, LLC | 18,891 | $2.49M | 0.90% | +70.0% | Added |
| Anb Bank | 18,842 | $2.49M | 1.12% | −893−4.5% | Reduced |
| Nvest Financial, LLC | 18,826 | $2.49M | 1.29% | −4,632−19.7% | Reduced |
| Pallas Capital Advisors LLC | 18,801 | $2.48M | 0.09% | +9,123+94.3% | Added |
| Lummis Asset Management, LP | 18,068 | $2.48M | 1.62% | −747−4.0% | Reduced |
| Aspiriant, LLC | 18,742 | $2.47M | 0.08% | −201−1.1% | Reduced |
| Gs Investments, Inc. | 18,739 | $2.47M | 1.10% | −139−0.7% | Reduced |
| Umpqua Bank | 18,279 | $2.47M | 0.75% | +1,055+6.1% | Added |
| NS Partners Ltd | 18,688 | $2.47M | 0.10% | −118,708−86.4% | Reduced |
| Triangle Securities Wealth Management | 18,672 | $2.47M | 0.61% | −1,436−7.1% | Reduced |
| Leelyn Smith, LLC | 18,624 | $2.46M | 0.40% | +957+5.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 18,608 | $2.46M | 1.73% | +57+0.3% | Added |
| Reynders McVeigh Capital Management, LLC | 18,572 | $2.45M | 0.12% | −3,260−14.9% | Reduced |
| Harbour Capital Advisors, LLC | 17,938 | $2.45M | 0.52% | −4,327−19.4% | Reduced |
| Exchange Capital Management, Inc. | 18,502 | $2.44M | 0.36% | −1,929−9.4% | Reduced |
| McDonald Partners LLC | 18,396 | $2.44M | 0.59% | −426−2.3% | Reduced |
| Financial Advisory Partners, LLC | 18,454 | $2.44M | 0.77% | +31+0.2% | Added |
| Northstar Group, Inc. | 18,424 | $2.43M | 0.38% | −776−4.0% | Reduced |
| Studio Investment Management LLC | 18,384 | $2.43M | 0.49% | +722+4.1% | Added |
| Cordatus Wealth Management LLC | 18,384 | $2.43M | 0.60% | −71−0.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 18,324 | $2.42M | 0.18% | −1,345−6.8% | Reduced |
| SBI Securities Co., Ltd. | 18,281 | $2.41M | 0.07% | +3,435+23.1% | Added |
| Pacific Point Advisors, LLC | 18,276 | $2.41M | 1.31% | −27−0.1% | Reduced |
| Ledyard National Bank | 18,271 | $2.41M | 0.23% | −620−3.3% | Reduced |
| HF Advisory Group, LLC | 18,262 | $2.41M | 0.95% | +3,307+22.1% | Added |
| Banque Cantonale Vaudoise | 18,174 | $2.40M | 0.10% | −26,109−59.0% | Reduced |
| Csenge Advisory Group | 18,231 | $2.40M | 0.13% | +489+2.8% | Added |
| Callan Family Office, LLC | 18,142 | $2.40M | 0.08% | +7,613+72.3% | Added |
| Cozad Asset Management Inc | 18,125 | $2.39M | 0.21% | +304+1.7% | Added |
| Modern Wealth Management, LLC | 18,050 | $2.38M | 0.06% | −143−0.8% | Reduced |
| Mitchell Sinkler & Starr | 18,027 | $2.38M | 1.14% | −30,952−63.2% | Reduced |
| Platform Technology Partners | 17,983 | $2.37M | 0.62% | +1,198+7.1% | Added |
| Nations Financial Group Inc, | 17,971 | $2.37M | 0.16% | −4,202−19.0% | Reduced |
| Annandale Capital, LLC | 17,898 | $2.36M | 0.44% | +17,898 | New |
| Nebula Research & Development LLC | 17,856 | $2.36M | 0.20% | +17,856 | New |
| Twin Capital Management Inc | 17,843 | $2.36M | 0.25% | −7,255−28.9% | Reduced |
| Enterprise Bank & Trust Co | 17,818 | $2.35M | 0.88% | −426−2.3% | Reduced |
| Wolff Wiese Magana LLC | 17,793 | $2.35M | 1.45% | −169−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 17,740 | $2.34M | 0.18% | −2,666−13.1% | Reduced |
| LOM Asset Management Ltd | 17,737 | $2.34M | 0.79% | +17,737 | New |
| Boyd Watterson Asset Management LLC | 17,733 | $2.34M | 0.74% | +1,088+6.5% | Added |
| SageView Advisory Group, LLC | 16,538 | $2.34M | 0.09% | −320−1.9% | Reduced |
| LVW Advisors, LLC | 17,703 | $2.34M | 0.26% | −342−1.9% | Reduced |
| Valmark Advisers, Inc. | 17,685 | $2.34M | 0.03% | −841−4.5% | Reduced |
| Belpointe Asset Management LLC | 17,681 | $2.33M | 0.10% | +2,032+13.0% | Added |
| Mission Wealth Management, LP | 17,661 | $2.33M | 0.05% | −103−0.6% | Reduced |
| TFG Advisers LLC | 17,594 | $2.32M | 0.80% | −494−2.7% | Reduced |
| Smith, Moore & Co. | 17,569 | $2.32M | 0.19% | −464−2.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 17,584 | $2.32M | 0.42% | +2,580+17.2% | Added |
| Excalibur Management Corp | 17,564 | $2.32M | 0.87% | +1,066+6.5% | Added |
| Lawson Kroeker Investment Management Inc | 17,547 | $2.32M | 0.43% | +900+5.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,493 | $2.31M | 0.08% | +1,537+9.6% | Added |
| Chatham Capital Group, Inc. | 17,481 | $2.31M | 0.35% | −855−4.7% | Reduced |
| Finer Wealth Management, Inc. | 17,457 | $2.31M | 1.23% | +1,133+6.9% | Added |
| Aviance Capital Partners, LLC | 17,440 | $2.30M | 0.30% | +432+2.5% | Added |
| Alpha Omega Wealth Management LLC | 17,347 | $2.29M | 0.41% | −400−2.3% | Reduced |
| Morningstar Investment Management LLC | 17,316 | $2.29M | 0.20% | +2,769+19.0% | Added |
| Delta Financial Advisors LLC | 17,295 | $2.28M | 0.80% | +645+3.9% | Added |
| AlphaCore Capital LLC | 17,200 | $2.27M | 0.09% | +817+5.0% | Added |
| Prasad Wealth Partners, LLC | 17,127 | $2.26M | 0.66% | +17,127 | New |
| Armstrong Henry H Associates Inc | 17,120 | $2.26M | 0.21% | 00.0% | Unchanged |
| White Pine Capital LLC | 17,066 | $2.25M | 0.72% | −121−0.7% | Reduced |
| Northstar Asset Management LLC | 17,054 | $2.25M | 0.52% | −300−1.7% | Reduced |
| Moseley Investment Management Inc | 17,031 | $2.25M | 0.77% | −688−3.9% | Reduced |
| WCG Wealth Advisors LLC | 17,026 | $2.25M | 0.15% | −2,706−13.7% | Reduced |