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
- 3,321
- +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
- 1,404 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 | 3,566 | $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, 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 |
|---|---|---|---|---|---|
| Members Wealth LLC | 1,507 | $215.7K | 0.14% | +1,507 | New |
| Prosperity Financial Group, Inc. | 1,536 | $215.8K | 0.08% | +1,536 | New |
| Horizon Investment Services, LLC | 1,537 | $215.9K | 0.08% | −60−3.8% | Reduced |
| Three Seasons Wealth, LLC | 1,540 | $216.3K | 0.02% | 00.0% | Unchanged |
| Navalign, LLC | 1,541 | $216.5K | 0.06% | −1−0.1% | Reduced |
| Morris Retirement Advisors, LLC | 1,543 | $216.6K | 0.09% | −22−1.4% | Reduced |
| Vantage Financial Partners, LLC | 1,544 | $216.9K | 0.05% | +1,544 | New |
| Grant Street Asset Management, Inc. | 1,548 | $217.5K | 0.05% | −11−0.7% | Reduced |
| Chelsea Counsel Co | 1,550 | $217.7K | 0.10% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 1,555 | $218.4K | 0.17% | +15+1.0% | Added |
| New World Advisors LLC | 1,557 | $218.7K | 0.04% | +1,557 | New |
| Greenwood Gearhart Inc | 1,558 | $218.8K | 0.01% | −11−0.7% | Reduced |
| Sandbox Financial Partners, LLC | 1,559 | $219.0K | 0.06% | −70−4.3% | Reduced |
| TruWealth Advisors, LLC | 1,563 | $219.5K | 0.01% | −70−4.3% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 1,564 | $219.6K | 0.05% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,570 | $220.5K | 0.09% | −1,621−50.8% | Reduced |
| TFR Capital, LLC. | 1,570 | $220.5K | 0.07% | +34+2.2% | Added |
| Wealthspan Partners, LLC | 1,572 | $220.8K | 0.09% | −266−14.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,577 | $221.5K | 0.14% | +15+1.0% | Added |
| Brookwood Investment Group LLC | 1,579 | $221.8K | 0.03% | +1,579 | New |
| Veracity Capital LLC | 1,579 | $221.8K | 0.07% | −687−30.3% | Reduced |
| Tucker Asset Management LLC | 1,581 | $222.0K | 0.07% | −925−36.9% | Reduced |
| Brio Consultants, LLC | 1,594 | $223.9K | 0.03% | −33−2.0% | Reduced |
| IFS Group,LLC | 1,568 | $224.4K | 0.20% | +1,568 | New |
| Vigilare Wealth Management | 1,600 | $224.7K | 0.08% | −1,424−47.1% | Reduced |
| McBroom & Associates, LLC | 1,600 | $224.7K | 0.11% | +1,600 | New |
| M. Kulyk & Associates, LLC | 1,605 | $225.4K | 0.05% | −50−3.0% | Reduced |
| BTC Capital Management, Inc. | 1,606 | $225.5K | 0.02% | −659−29.1% | Reduced |
| Royal Fund Management, LLC | 1,607 | $225.7K | 0.03% | −599−27.2% | Reduced |
| Tanager Wealth Management LLP | 1,610 | $226.1K | 0.02% | +1,610 | New |
| Affinity Capital Advisors, LLC | 1,590 | $226.3K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,614 | $226.7K | 0.08% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,616 | $227.0K | 0.11% | −382−19.1% | Reduced |
| Capital Management Corp | 1,619 | $227.4K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,621 | $227.7K | 0.16% | +129+8.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,625 | $228.2K | 0.02% | −379−18.9% | Reduced |
| First Community Trust NA | 1,628 | $228.6K | 0.18% | −1,000−38.1% | Reduced |
| Fiduciary Financial Group, LLC | 1,628 | $228.7K | 0.04% | −14−0.9% | Reduced |
| Evanson Asset Management, LLC | 1,629 | $228.8K | 0.01% | −767−32.0% | Reduced |
| Crowley Wealth Management, Inc. | 1,632 | $229.2K | 0.18% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,635 | $229.6K | 0.10% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,637 | $229.9K | 0.06% | +175+12.0% | Added |
| Lifestyle Asset Management, Inc. | 1,637 | $229.9K | 0.08% | +1,637 | New |
| Cortland Associates Inc | 1,640 | $230.0K | 0.03% | 00.0% | Unchanged |
| 10Elms LLP | 1,639 | $230.2K | 0.21% | −115−6.6% | Reduced |
| Ellerson Group Inc | 1,640 | $230.3K | 0.14% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 1,642 | $230.6K | 0.11% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,643 | $230.8K | 0.02% | −52−3.1% | Reduced |
| Amica Retiree Medical Trust | 1,645 | $231.0K | 0.32% | +703+74.6% | Added |
| Convergence Financial, LLC | 1,646 | $231.2K | 0.03% | −443−21.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,647 | $231.3K | 0.04% | +98+6.3% | Added |
| Single Point Partners, LLC | 1,647 | $231.4K | 0.05% | −151−8.4% | Reduced |
| AXS Investments LLC | 1,649 | $231.6K | 0.07% | +1,649 | New |
| Firestone Capital Management | 1,651 | $231.9K | 0.05% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,651 | $232.0K | 0.09% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,652 | $232.0K | 0.04% | −352−17.6% | Reduced |
| InTrack Investment Management Inc | 1,652 | $232.0K | 0.14% | −250−13.1% | Reduced |
| United Bank | 1,652 | $232.0K | 0.08% | +100+6.4% | Added |
| Skyline Advisors, Inc. | 1,656 | $232.5K | 0.08% | +1+0.1% | Added |
| O'Rourke & Company, Inc | 1,657 | $232.7K | 0.10% | +12+0.7% | Added |
| Lazard Freres Gestion S.A.S. | 1,665 | $233.0K | 0.00% | +1,665 | Added |
| Vista Capital Partners, Inc. | 1,661 | $233.3K | 0.02% | +1,661 | New |
| Talisman Wealth Advisors LLC | 1,662 | $233.4K | 0.19% | +9+0.5% | Added |
| Safeguard Investment Advisory Group, LLC | 1,664 | $233.6K | 0.06% | +117+7.6% | Added |
| Atlas Wealth Partners, LLC | 1,665 | $233.8K | 0.24% | −75−4.3% | Reduced |
| Uniting Wealth Partners, LLC | 1,666 | $234.0K | 0.06% | +1,666 | New |
| Sherman Porfolios, LLC | 1,666 | $234.0K | 0.08% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,666 | $234.0K | 0.06% | +90+5.7% | Added |
| PKS Advisory Services, LLC | 1,667 | $234.0K | 0.06% | +108+6.9% | Added |
| Astoria Portfolio Advisors LLC. | 1,691 | $234.8K | 0.06% | −3,171−65.2% | Reduced |
| Hanover Advisors Inc | 1,678 | $235.7K | 0.09% | 00.0% | Unchanged |
| Penobscot Wealth Management | 1,681 | $236.0K | 0.08% | −16−0.9% | Reduced |
| Manchester Financial Inc | 1,681 | $236.1K | 0.05% | −43−2.5% | Reduced |
| Paragon Capital Management Ltd | 1,685 | $236.7K | 0.04% | −223−11.7% | Reduced |
| Phillips Financial Management, LLC | 1,686 | $236.8K | 0.02% | +1,686 | New |
| Elk River Wealth Management, LLC | 1,690 | $237.3K | 0.04% | 00.0% | Unchanged |
| JSF Financial, LLC | 1,692 | $237.6K | 0.05% | −205−10.8% | Reduced |
| Byrne Financial Freedom, LLC | 1,692 | $237.6K | 0.12% | +7+0.4% | Added |
| Lazari Capital Management, Inc. | 1,692 | $237.6K | 0.08% | +8+0.5% | Added |
| C2C Wealth Management, LLC | 1,694 | $237.9K | 0.20% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,700 | $238.7K | 0.02% | −100−5.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,700 | $238.7K | 0.06% | +125+7.9% | Added |
| Kelly Financial Services LLC | 1,701 | $238.8K | 0.06% | −176−9.4% | Reduced |
| Omnia Family Wealth, LLC | 1,701 | $238.9K | 0.08% | +1,701 | New |
| Texas Capital Bancshares Inc | 1,701 | $238.9K | 0.09% | −58−3.3% | Reduced |
| Vance Wealth, Inc. | 1,702 | $239.0K | 0.07% | −52−3.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,705 | $239.5K | 0.04% | −160−8.6% | Reduced |
| DT Investment Partners, LLC | 1,708 | $239.9K | 0.02% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 1,710 | $240.2K | 0.13% | 00.0% | Unchanged |
| Verum Partners LLC | 1,711 | $240.2K | 0.05% | +1,711 | New |
| White Lighthouse Investment Management Inc. | 1,711 | $240.3K | 0.04% | −51−2.9% | Reduced |
| New Covenant Trust Company, N.A. | 1,714 | $240.7K | 0.22% | −30−1.7% | Reduced |
| KDT Advisors, LLC | 1,717 | $241.1K | 0.35% | −648−27.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,720 | $241.5K | 0.10% | −29−1.7% | Reduced |
| American Financial Advisors, LLC | 1,728 | $242.6K | 0.03% | +23+1.3% | Added |
| Sulzberger Capital Advisors, Inc. | 1,730 | $243.0K | 0.27% | −1,120−39.3% | Reduced |
| Graham Capital Wealth Management, LLC | 1,730 | $243.0K | 0.25% | −538−23.7% | Reduced |
| Meridian Management Co | 1,733 | $243.4K | 0.07% | −50−2.8% | Reduced |
| Planning Alternatives Ltd | 1,739 | $244.2K | 0.03% | +1,739 | New |
| BCGM Wealth Management, LLC | 1,741 | $244.5K | 0.06% | +1+0.1% | Added |