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, Q4 2025
Institutional positions in PepsiCo Inc as of Dec 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
- 3,517
- +271 vs. Q3 2025
- Shares held
- 1.07B
- +58.2M (+5.8%) vs. Q3 2025
- Total value
- $153.0B
- +$11.6B (+8.2%) vs. Q3 2025
- New holders
- 398
- 1,184 more added
- Sold out
- 127
- 1,533 more reduced
74 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westpac Banking Corp | 16,592 | $2.38M | 0.15% | +1,166+7.6% | Added |
| Aspiriant, LLC | 16,607 | $2.38M | 0.07% | −494−2.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,665 | $2.39M | 0.06% | +1,880+12.7% | Added |
| InvesTrust | 16,684 | $2.39M | 0.93% | −3,135−15.8% | Reduced |
| Paradigm Financial Partners, LLC | 16,730 | $2.40M | 0.24% | −153−0.9% | Reduced |
| First Bank & Trust | 16,765 | $2.41M | 0.39% | +6,984+71.4% | Added |
| Kingswood Wealth Advisors, LLC | 16,784 | $2.41M | 0.12% | +3,862+29.9% | Added |
| Alpha Omega Wealth Management LLC | 16,794 | $2.41M | 0.40% | −103−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 16,797 | $2.41M | 0.11% | −313−1.8% | Reduced |
| Hilltop National Bank | 16,833 | $2.42M | 0.58% | −64−0.4% | Reduced |
| Simplicity Wealth,LLC | 16,841 | $2.42M | 0.14% | −3,030−15.2% | Reduced |
| Delta Financial Advisors LLC | 16,862 | $2.42M | 0.63% | −495−2.9% | Reduced |
| Northstar Asset Management LLC | 16,890 | $2.42M | 0.51% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 16,908 | $2.43M | 0.24% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 17,005 | $2.44M | 0.02% | +17,005 | New |
| JFS Wealth Advisors, LLC | 17,002 | $2.44M | 0.14% | +139+0.8% | Added |
| McDaniel Terry & Co | 17,014 | $2.44M | 0.21% | −3,154−15.6% | Reduced |
| Virtu Financial LLC | 17,082 | $2.45M | 0.09% | −12,553−42.4% | Reduced |
| DMKC Advisory Services, LLC | 17,079 | $2.45M | 1.08% | +2,571+17.7% | Added |
| Sava Infond d.o.o. | 17,100 | $2.45M | 0.33% | −500−2.8% | Reduced |
| LVW Advisors, LLC | 17,107 | $2.46M | 0.25% | −1,209−6.6% | Reduced |
| Avidian Wealth Solutions, LLC | 17,109 | $2.46M | 0.09% | −744−4.2% | Reduced |
| Hilltop Holdings Inc. | 17,217 | $2.47M | 0.15% | −1,024−5.6% | Reduced |
| Ellsworth Advisors, LLC | 16,908 | $2.48M | 0.49% | +797+4.9% | Added |
| Arete Wealth Advisors, LLC | 17,269 | $2.48M | 0.17% | −162−0.9% | Reduced |
| Webster Bank, N. A. | 17,355 | $2.49M | 0.23% | −172−1.0% | Reduced |
| LOM Asset Management Ltd | 17,358 | $2.49M | 0.72% | −1,572−8.3% | Reduced |
| Mitchell Sinkler & Starr | 17,362 | $2.49M | 1.13% | −725−4.0% | Reduced |
| Smith, Moore & Co. | 17,382 | $2.49M | 0.19% | −1,099−5.9% | Reduced |
| Optimist Retirement Group LLC | 17,399 | $2.50M | 1.14% | +16+0.1% | Added |
| Valmark Advisers, Inc. | 17,479 | $2.51M | 0.03% | −120−0.7% | Reduced |
| Chapman Financial Group, LLC | 17,499 | $2.51M | 1.71% | −200−1.1% | Reduced |
| Pacific Point Advisors, LLC | 17,542 | $2.52M | 1.35% | −484−2.7% | Reduced |
| Field & Main Bank | 17,599 | $2.53M | 0.73% | −1,527−8.0% | Reduced |
| Umpqua Bank | 17,610 | $2.53M | 0.70% | −519−2.9% | Reduced |
| Ledyard National Bank | 17,618 | $2.53M | 0.22% | −511−2.8% | Reduced |
| Studio Investment Management LLC | 17,461 | $2.53M | 0.46% | +135+0.8% | Added |
| Adirondack Trust Co | 17,651 | $2.53M | 0.83% | −925−5.0% | Reduced |
| Townsend & Associates, Inc | 17,327 | $2.54M | 0.23% | −339−1.9% | Reduced |
| Nicholson Wealth Management Group, LLC | 17,712 | $2.54M | 1.49% | +1,753+11.0% | Added |
| Close Asset Management Ltd | 17,739 | $2.55M | 0.06% | −1,540−8.0% | Reduced |
| White Pine Capital LLC | 17,758 | $2.55M | 0.70% | +283+1.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,810 | $2.56M | 0.06% | +6,232+53.8% | Added |
| Fragasso Group Inc. | 17,818 | $2.56M | 0.15% | −928−5.0% | Reduced |
| Lummis Asset Management, LP | 17,823 | $2.56M | 1.57% | −230−1.3% | Reduced |
| Costello Asset Management, INC | 17,832 | $2.56M | 0.85% | −316−1.7% | Reduced |
| Aviance Capital Partners, LLC | 17,914 | $2.57M | 0.30% | −471−2.6% | Reduced |
| LVM Capital Management Ltd | 17,910 | $2.57M | 0.24% | −1,170−6.1% | Reduced |
| Wolff Wiese Magana LLC | 17,960 | $2.58M | 1.41% | +9+0.1% | Added |
| First Western Trust Bank | 17,986 | $2.58M | 0.13% | +2,427+15.6% | Added |
| Janney Capital Management LLC | 17,989 | $2.58M | 0.16% | −635−3.4% | Reduced |
| Sunbelt Securities, Inc. | 18,006 | $2.58M | 0.17% | −292−1.6% | Reduced |
| Northstar Group, Inc. | 18,084 | $2.60M | 0.35% | −135−0.7% | Reduced |
| Cordatus Wealth Management LLC | 18,205 | $2.61M | 0.60% | −12−0.1% | Reduced |
| Heritage Wealth Advisors | 18,223 | $2.62M | 0.10% | −1,042−5.4% | Reduced |
| Gs Investments, Inc. | 18,245 | $2.62M | 1.42% | −536−2.9% | Reduced |
| Richard Bernstein Advisors LLC | 18,272 | $2.62M | 0.08% | −2,010−9.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 18,272 | $2.62M | 1.70% | −825−4.3% | Reduced |
| Financial Advisory Partners, LLC | 18,391 | $2.64M | 0.74% | +306+1.7% | Added |
| Cornerstone Planning, LLC | 18,321 | $2.64M | 0.61% | +18,321 | New |
| Fidelis Capital Partners, LLC | 18,443 | $2.65M | 0.19% | +2,086+12.8% | Added |
| Jag Capital Management, LLC | 18,520 | $2.66M | 0.29% | −99−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 18,543 | $2.66M | 0.19% | +354+1.9% | Added |
| Oakmont Investment Advisors, Inc. | 18,579 | $2.67M | 1.95% | +18,579 | New |
| Belpointe Asset Management LLC | 18,595 | $2.67M | 0.10% | −1,314−6.6% | Reduced |
| Peloton Wealth Strategists | 18,695 | $2.68M | 1.04% | −2,165−10.4% | Reduced |
| Anchor Investment Management, LLC | 18,695 | $2.68M | 0.22% | −536−2.8% | Reduced |
| Keystone Financial Group | 18,749 | $2.69M | 0.20% | −217−1.1% | Reduced |
| Raelipskie Partnership | 18,843 | $2.70M | 1.13% | +18,843 | New |
| PFC Capital Group, Inc. | 18,896 | $2.71M | 1.12% | −291−1.5% | Reduced |
| Anb Bank | 18,961 | $2.72M | 1.08% | −59−0.3% | Reduced |
| Chapin Davis, Inc. | 18,975 | $2.72M | 0.64% | −562−2.9% | Reduced |
| Finer Wealth Management, Inc. | 18,979 | $2.72M | 1.32% | +1,058+5.9% | Added |
| Burke & Herbert Bank & Trust Co | 18,996 | $2.73M | 0.75% | −2,145−10.1% | Reduced |
| Angeles Wealth Management, LLC | 18,856 | $2.73M | 0.15% | +4,492+31.3% | Added |
| Mission Wealth Management, LP | 19,082 | $2.74M | 0.06% | +2,182+12.9% | Added |
| Bank Ozk | 19,115 | $2.74M | 0.97% | −411−2.1% | Reduced |
| Crusonia Wealth Advisors LLC | 19,194 | $2.75M | 0.61% | +19,194 | New |
| Delta Capital Management LLC | 19,195 | $2.75M | 1.55% | −2,560−11.8% | Reduced |
| Smartleaf Asset Management LLC | 19,120 | $2.76M | 0.10% | +2,815+17.3% | Added |
| Radnor Capital Management, LLC | 19,264 | $2.76M | 0.41% | −292−1.5% | Reduced |
| Modern Wealth Management, LLC | 19,306 | $2.77M | 0.05% | +704+3.8% | Added |
| Insight Inv LLC | 19,310 | $2.77M | 1.55% | +2,625+15.7% | Added |
| Rothschild Investment LLC | 19,314 | $2.77M | 0.15% | +760+4.1% | Added |
| Grace & White Inc | 19,432 | $2.79M | 0.50% | −4,065−17.3% | Reduced |
| Independent Investors Inc | 19,463 | $2.79M | 0.52% | 00.0% | Unchanged |
| Coastline Trust Co | 19,506 | $2.80M | 0.26% | −63−0.3% | Reduced |
| GW Henssler & Associates Ltd | 19,519 | $2.80M | 0.13% | −101,491−83.9% | Reduced |
| Platform Technology Partners | 19,530 | $2.80M | 0.60% | +499+2.6% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 19,476 | $2.81M | 0.07% | +1,338+7.4% | Added |
| Burney Co | 19,608 | $2.81M | 0.09% | +653+3.4% | Added |
| Kavar Capital Partners Group, LLC | 19,646 | $2.82M | 0.39% | −2,661−11.9% | Reduced |
| Garrett Investment Advisors LLC | 19,733 | $2.83M | 0.22% | −2,581−11.6% | Reduced |
| Nations Financial Group Inc, | 19,757 | $2.84M | 0.15% | +1,989+11.2% | Added |
| Excalibur Management Corp | 19,772 | $2.84M | 1.02% | +1,466+8.0% | Added |
| Plimoth Trust Co LLC | 19,795 | $2.84M | 0.63% | −204−1.0% | Reduced |
| Twin Capital Management Inc | 19,802 | $2.84M | 0.35% | +1,850+10.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,874 | $2.85M | 0.05% | −1,016−4.9% | Reduced |
| Kera Capital Partners, Inc. | 18,577 | $2.85M | 0.35% | −2,217−10.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 19,894 | $2.86M | 0.39% | +1,032+5.5% | Added |