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, Q3 2025
Institutional positions in PepsiCo Inc as of Sep 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
- 3,320
- +49 vs. Q2 2025
- Shares held
- 1.01B
- +1.73M (+0.2%) vs. Q2 2025
- Total value
- $142.1B
- +$8.78B (+6.6%) vs. Q2 2025
- New holders
- 209
- 1,390 more added
- Sold out
- 160
- 1,403 more reduced
57 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Montis Financial, LLC | 3,685 | $517.5K | 0.12% | +1,424+63.0% | Added |
| Freedom Financial Partners LLC | 3,686 | $517.6K | 0.20% | −470−11.3% | Reduced |
| Hollencrest Capital Management | 3,693 | $518.7K | 0.02% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 3,708 | $520.8K | 0.12% | −370−9.1% | Reduced |
| OneAscent Family Office, LLC | 3,713 | $521.5K | 0.42% | −84−2.2% | Reduced |
| Liberty Wealth Management LLC | 3,715 | $521.7K | 0.07% | −61−1.6% | Reduced |
| Bogart Wealth, LLC | 3,716 | $521.9K | 0.02% | −13−0.3% | Reduced |
| Lesa Sroufe & Co | 3,727 | $523.0K | 0.42% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 3,729 | $523.7K | 0.95% | +56+1.5% | Added |
| Capital Advantage, Inc. | 3,735 | $524.6K | 0.08% | −1,039−21.8% | Reduced |
| Almanack Investment Partners, LLC. | 3,747 | $526.2K | 0.08% | −1,502−28.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,760 | $528.1K | 0.01% | −3,156−45.6% | Reduced |
| Onefund, LLC | 3,779 | $530.7K | 0.34% | +152+4.2% | Added |
| Everpar Advisors LLC | 3,779 | $530.7K | 0.21% | +1,011+36.5% | Added |
| Guardian Investment Management | 3,780 | $530.9K | 0.46% | −6,300−62.5% | Reduced |
| Compass Capital Management, Inc | 3,788 | $532.0K | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,799 | $533.5K | 0.09% | +244+6.9% | Added |
| Carr Financial Group Corp | 3,804 | $534.2K | 0.15% | −44−1.1% | Reduced |
| Institute for Wealth Management, LLC. | 3,822 | $536.8K | 0.06% | +1,128+41.9% | Added |
| Clarendon Private LLC | 3,824 | $537.1K | 0.49% | +5+0.1% | Added |
| First Heartland Consultants, Inc. | 3,834 | $538.4K | 0.04% | +184+5.0% | Added |
| Sweeney & Michel, LLC | 3,591 | $538.9K | 0.18% | −56−1.5% | Reduced |
| Ackerman Capital Advisors, LLC | 3,839 | $539.2K | 0.11% | +11+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 3,847 | $540.3K | 0.03% | −468−10.8% | Reduced |
| LBMC Investment Advisors, LLC | 3,851 | $540.9K | 0.03% | −41−1.1% | Reduced |
| Sanders Morris Harris LLC | 3,860 | $542.1K | 0.07% | +3,860 | New |
| Aft, Forsyth & Company, Inc. | 3,864 | $542.7K | 0.26% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,867 | $543.1K | 0.04% | +483+14.3% | Added |
| Gradient Investments LLC | 3,867 | $543.1K | 0.01% | −86,626−95.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,870 | $543.5K | 0.14% | +68+1.8% | Added |
| Orca Investment Management, LLC | 3,872 | $543.8K | 0.45% | −8−0.2% | Reduced |
| Symmetry Partners, LLC | 3,873 | $543.9K | 0.06% | +446+13.0% | Added |
| Abel Hall, LLC | 3,876 | $544.3K | 0.22% | +447+13.0% | Added |
| JNBA Financial Advisors | 3,877 | $544.5K | 0.05% | 00.0% | Unchanged |
| GWN Securities Inc. | 3,818 | $544.9K | 0.13% | −4,724−55.3% | Reduced |
| Winebrenner Capital Management LLC | 3,884 | $545.4K | 0.39% | +10.0% | Added |
| Klingman & Associates, LLC | 3,884 | $545.5K | 0.03% | +3+0.1% | Added |
| MJP Associates Inc | 3,886 | $545.7K | 0.07% | +687+21.5% | Added |
| Capital Advisors, Ltd. LLC | 3,889 | $546.0K | 0.06% | +2+0.1% | Added |
| QTR Family Wealth, LLC | 3,888 | $546.0K | 0.26% | +2,183+128.0% | Added |
| Apriem Advisors | 3,891 | $546.5K | 0.05% | −146−3.6% | Reduced |
| Net Worth Advisory Group | 3,894 | $546.8K | 0.16% | −1,071−21.6% | Reduced |
| Heck Capital Advisors, LLC | 3,899 | $547.5K | 0.04% | +83+2.2% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 3,904 | $548.3K | 0.19% | −111−2.8% | Reduced |
| PCG Asset Management, LLC | 3,921 | $550.7K | 0.44% | −250−6.0% | Reduced |
| Arcadia Investment Management Corp | 3,925 | $551.2K | 0.08% | +150+4.0% | Added |
| Ignite Planners, LLC | 3,926 | $551.4K | 0.09% | +135+3.6% | Added |
| Archford Capital Strategies, LLC | 3,934 | $552.5K | 0.07% | −1,705−30.2% | Reduced |
| Breakwater Capital Group | 3,945 | $554.1K | 0.08% | −876−18.2% | Reduced |
| Rockingstone Advisors LLC | 3,949 | $554.6K | 0.27% | −985−20.0% | Reduced |
| American Investment Services, Inc. | 3,951 | $554.9K | 0.13% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 3,953 | $555.1K | 0.09% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 3,969 | $557.4K | 0.10% | −361−8.3% | Reduced |
| BWM Planning, LLC | 3,974 | $558.1K | 0.17% | +74+1.9% | Added |
| Leo Wealth, LLC | 4,003 | $562.2K | 0.07% | −17,445−81.3% | Reduced |
| Plan A Wealth LLC | 4,005 | $562.5K | 0.29% | −59−1.5% | Reduced |
| Stonebridge Financial Group, LLC | 4,006 | $562.5K | 0.05% | +45+1.1% | Added |
| Archetype Wealth Partners | 4,010 | $563.0K | 0.07% | +61+1.5% | Added |
| Fortis Capital Management LLC | 4,011 | $563.3K | 0.08% | +126+3.2% | Added |
| Seven Mile Advisory | 4,016 | $564.1K | 0.09% | +1,197+42.5% | Added |
| Rice Partnership, LLC | 4,017 | $564.2K | 0.08% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 4,033 | $566.3K | 0.12% | −124−3.0% | Reduced |
| Griffith & Werner, Inc. | 3,975 | $567.0K | 0.29% | +3,975 | New |
| Commons Capital, LLC | 4,039 | $567.2K | 0.38% | +25+0.6% | Added |
| Voya Financial Advisors, Inc. | 4,048 | $567.4K | 0.05% | +308+8.2% | Added |
| Main Street Group, LTD | 4,045 | $568.0K | 0.17% | −108−2.6% | Reduced |
| Cohen Investment Advisors LLC | 4,049 | $568.6K | 0.28% | +2,491+159.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,052 | $569.1K | 0.01% | −62,374−93.9% | Reduced |
| Hoge Financial Services, LLC | 4,052 | $569.1K | 0.33% | +303+8.1% | Added |
| Canton Hathaway, LLC | 4,061 | $570.0K | 0.11% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,063 | $570.6K | 0.27% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 4,068 | $571.3K | 0.19% | −124−3.0% | Reduced |
| Personal Cfo Solutions, LLC | 4,071 | $571.7K | 0.10% | +313+8.3% | Added |
| Westmount Partners, LLC | 3,997 | $572.2K | 0.15% | −903−18.4% | Reduced |
| Salomon & Ludwin, LLC | 4,040 | $573.6K | 0.05% | +530+15.1% | Added |
| Gratus Wealth Advisors, LLC | 4,089 | $574.3K | 0.08% | −77−1.8% | Reduced |
| Commonwealth Financial Services, LLC | 4,098 | $575.6K | 0.10% | +40+1.0% | Added |
| Trinity Legacy Partners, LLC | 3,942 | $575.9K | 0.13% | −1,540−28.1% | Reduced |
| Pittenger & Anderson Inc | 4,114 | $577.8K | 0.02% | −151−3.5% | Reduced |
| Greenwich Wealth Management LLC | 4,120 | $579.0K | 0.03% | −42−1.0% | Reduced |
| Sunburst Financial Group, LLC | 4,130 | $580.0K | 0.12% | −1,127−21.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,130 | $580.0K | 0.28% | −1,838−30.8% | Reduced |
| Edge Financial Advisors LLC | 4,133 | $580.5K | 0.26% | +8+0.2% | Added |
| Well Done, LLC | 4,134 | $580.5K | 0.10% | +112+2.8% | Added |
| Summitry LLC | 4,144 | $582.0K | 0.02% | +534+14.8% | Added |
| Weatherly Asset Management L. P. | 4,160 | $584.2K | 0.05% | −1,530−26.9% | Reduced |
| Silver Oak Securities, Inc | 4,172 | $585.9K | 0.04% | +1,197+40.2% | Added |
| Optas, LLC | 4,172 | $585.9K | 0.10% | +1,090+35.4% | Added |
| United Advisor Group, LLC | 4,174 | $586.2K | 0.08% | +515+14.1% | Added |
| WealthBridge Capital Management, LLC | 4,192 | $588.7K | 0.14% | +11+0.3% | Added |
| Sovereign Financial Group, Inc. | 4,199 | $589.7K | 0.11% | −355−7.8% | Reduced |
| Successful Portfolios LLC | 4,218 | $592.4K | 0.35% | −90−2.1% | Reduced |
| Childress Capital Advisors, LLC | 4,220 | $592.6K | 0.11% | +1,929+84.2% | Added |
| Monument Capital Management | 4,225 | $593.3K | 0.15% | +4,225 | New |
| Trust Co of Kansas | 4,235 | $595.0K | 0.29% | +134+3.3% | Added |
| Global X Japan Co., Ltd. | 4,246 | $596.3K | 0.05% | +97+2.3% | Added |
| Cresta Advisors, Ltd. | 4,250 | $596.9K | 0.27% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 4,252 | $597.7K | 0.18% | +205+5.1% | Added |
| Prestige Wealth Management Group LLC | 4,259 | $598.1K | 0.12% | +52+1.2% | Added |
| Wedgewood Investors Inc | 4,264 | $598.8K | 0.66% | +174+4.3% | Added |