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PepsiCo (PEP) Institutional Ownership

$173.38
-4.61 (-2.59%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for PepsiCo (NASDAQ:PEP)

Current
Institutional Ownership
Percentage
73.07%
Number of
Institutional Buyers
(last 12 months)
2179
Total
Institutional Inflows
(last 12 months)
$115.44B
Number of
Institutional Sellers
(last 12 months)
1895
Total
Institutional Outflows
(last 12 months)
$27.99B
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PEP Institutional Buying and Selling by Quarter

PepsiCo Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2024Teachers Retirement System of The State of Kentucky112,569$19.70M0.2%-5.0%0.008%
5/24/2024 Cetera Advisor Networks LLC230,179$40.28M0.2%+2.7%0.017%
5/24/2024 Cetera Advisors LLC148,850$26.05M0.2%+65.9%0.011%
5/24/2024 Cetera Investment Advisers461,377$80.75M0.2%+256.1%0.034%
5/24/2024Invst LLC2,240$387K0.0%-10.0%0.000%
5/24/2024Dodds Wealth LLC3,069$537K0.2%+122.9%0.000%
5/24/2024PGGM Investments15,473$2.71M0.0%-87.5%0.001%
5/23/2024 Community Trust & Investment Co.57,146$10.00M0.7%-0.2%0.004%
5/23/2024 FSA Advisors Inc.1,541$270K0.3%+7.6%0.000%
5/22/2024 Burney Co.23,036$4.03M0.2%-1.1%0.002%
5/22/2024 Beck Bode LLC12,563$2.20M0.4%-10.9%0.001%
5/22/2024 First City Capital Management Inc.6,458$1.13M0.6%-1.5%0.000%
5/22/2024 Orleans Capital Management Corp LA9,273$1.62M1.1%-15.3%0.001%
5/22/2024 Second Line Capital LLC1,327$234K0.1%N/A0.000%
5/22/2024 BigSur Wealth Management LLC9,250$1.63M0.5%+428.6%0.001%
5/21/2024 Atria Investments Inc120,105$21.02M0.3%+10.0%0.009%
5/21/2024 Swedbank AB847,584$148.34M0.2%N/A0.062%
5/21/2024Sanibel Captiva Trust Company Inc.204,990$35.88M1.2%-2.0%0.015%
5/21/2024 LRI Investments LLC2,877$504K0.1%N/A0.000%
5/21/2024 Arrow Financial Corp20,972$3.67M0.4%-1.2%0.002%
5/20/2024Strategic Wealth Partners Ltd.3,438$602K0.1%+3.1%0.000%
5/20/2024 Highlander Capital Management LLC12,424$2.17M0.7%-3.1%0.001%
5/17/2024 Citizens Financial Group Inc. RI87,990$15.43M0.5%-9.5%0.006%
5/17/2024 CCM Investment Advisers LLC64,807$11.34M1.4%+9.8%0.005%
5/17/2024 Heartland Bank & Trust Co5,931$1.04M0.6%-3.3%0.000%
5/17/2024 Kozak & Associates Inc.468$86K0.0%-21.3%0.000%
5/17/2024 Investmark Advisory Group LLC21,494$3.76M2.1%-4.0%0.002%
5/17/2024 Lummis Asset Management LP11,366$1.99M2.7%-39.8%0.001%
5/17/2024 Montchanin Asset Management LLC4,406$771K0.8%N/A0.000%
5/17/2024 New Covenant Trust Company N.A.1,581$277K0.3%N/A0.000%
5/17/2024 Plato Investment Management Ltd48,032$8.41M0.9%+725.2%0.003%
5/17/2024 Western Pacific Wealth Management LP1,154$202K0.1%-26.1%0.000%
5/17/2024 XML Financial LLC14,523$2.54M0.3%+1.9%0.001%
5/17/2024 iA Global Asset Management Inc.286,550$50.15M0.6%+59.9%0.021%
5/17/2024 WealthPlan Investment Management LLC74,029$12.96M2.0%+3.9%0.005%
5/17/2024 KLCM Advisors Inc.6,038$1.06M0.1%-2.0%0.000%
5/17/2024 Brown Shipley& Co Ltd1,199$207K0.1%-9.9%0.000%
5/17/2024 Vista Investment Partners LLC24,710$4.33M1.5%+0.5%0.002%
5/17/2024 LBP AM SA138,051$24.16M1.0%-58.6%0.010%
5/17/2024 Tandem Capital Management Corp ADV13,632$2.39M1.4%+3.9%0.001%
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5/17/2024 First Western Trust Bank17,880$3.13M0.1%-0.7%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC12,617$2.21M0.2%-18.4%0.001%
5/17/2024 Beacon Capital Management LLC1,791$313K0.1%+11.9%0.000%
5/17/2024 Pineridge Advisors LLC1,108$194K0.1%-26.5%0.000%
5/17/2024 Hancock Whitney Corp78,383$13.72M0.5%+17.5%0.006%
5/17/2024 Comerica Bank564,968$98.88M0.4%-1.2%0.041%
5/17/2024 Coppell Advisory Solutions Corp.8,059$1.41M0.3%N/A0.001%
5/17/2024 Tidal Investments LLC56,296$9.85M0.2%-1.2%0.004%
5/17/2024 DCM Advisors LLC15,771$2.76M1.1%-8.5%0.001%
5/17/2024 Creekmur Asset Management LLC2,225$389K0.1%-52.7%0.000%
5/16/2024 Redwood Investment Management LLC6,488$1.14M0.1%-17.8%0.000%
5/16/2024 California State Teachers Retirement System2,256,221$394.86M0.5%+0.9%0.164%
5/16/2024 Global Financial Private Client LLC11,611$2.01M0.9%+1.9%0.001%
5/16/2024 Slagle Financial LLC25,510$4.46M2.4%-6.8%0.002%
5/16/2024 Meiji Yasuda Life Insurance Co19,732$3.45M0.1%-55.8%0.001%
5/16/2024 Innova Wealth Partners3,207$561K0.4%+8.5%0.000%
5/16/2024 Levin Capital Strategies L.P.1,557$272K0.0%-13.8%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.68,108$11.54M0.3%-7.3%0.005%
5/16/2024 Ancora Advisors LLC81,464$14.26M0.3%+1.0%0.006%
5/16/2024 Dynasty Wealth Management LLC12,967$2.27M0.1%N/A0.001%
5/16/2024 High Falls Advisors Inc1,152$202K0.1%-12.6%0.000%
5/16/2024 Sweeney & Michel LLC4,189$754K0.3%N/A0.000%
5/16/2024 WMS Partners LLC23,355$4.09M0.3%-1.7%0.002%
5/16/2024 Whalerock Point Partners LLC47,128$8.25M2.2%-99.9%0.003%
5/16/2024 Industrial Alliance Investment Management Inc.3,349$586K0.2%+4.0%0.000%
5/16/2024 Iron Gate Global Advisors LLC15,032$2.60M0.5%-14.9%0.001%
5/16/2024 Janus Henderson Group PLC326,452$57.14M0.0%-4.5%0.024%
5/16/2024 Kennedy Capital Management LLC24,810$4.34M0.1%N/A0.002%
5/16/2024 Bridgeway Capital Management LLC128,627$22.51M0.5%+8.5%0.009%
5/16/2024 BTG Pactual Global Asset Management Ltd4,674$818K0.1%N/A0.000%
5/16/2024 Bayesian Capital Management LP13,011$2.28M0.2%-36.5%0.001%
5/16/2024 Blackstone Inc.360,000$63.00M0.3%N/A0.026%
5/16/2024 Waverly Advisors LLC42,543$7.45M0.2%+70.4%0.003%
5/16/2024 Kinloch Capital LLC20,332$3.56M1.8%+7.4%0.001%
5/16/2024 Silvercrest Asset Management Group LLC298,938$52.32M0.4%+0.6%0.022%
5/16/2024 Captrust Financial Advisors559,847$97.98M0.3%-7.2%0.041%
5/16/2024 Waterford Advisors LLC1,183$207K0.1%N/A0.000%
5/15/2024 Ascent Group LLC29,401$5.15M0.5%-7.2%0.002%
5/15/2024 SVB Wealth LLC99,069$17.34M0.4%+57.2%0.007%
5/15/2024 QVR LLC3,106$544K0.1%N/A0.000%
5/15/2024 Mount Yale Investment Advisors LLC17,873$3.13M0.2%+7.6%0.001%
5/15/2024 Perritt Capital Management Inc.3,358$588K0.3%-2.3%0.000%
5/15/2024 Beaird Harris Wealth Management LLC901$158K0.0%+49.9%0.000%
5/15/2024 Talisman Wealth Advisors LLC1,557$272K0.3%+4.6%0.000%
5/15/2024 Public Employees Retirement System of Ohio653,003$114.28M0.4%-8.7%0.047%
5/15/2024 London & Capital Asset Management Ltd250,996$43.93M3.4%-3.6%0.018%
5/15/2024 Public Employees Retirement Association of Colorado194,141$33.98M0.1%-4.6%0.014%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund45,357$7.94M0.5%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems104,378$18.27M0.5%-5.1%0.008%
5/15/2024 Fairview Capital Investment Management LLC3,515$615K0.0%+3.8%0.000%
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5/15/2024 CoreFirst Bank & Trust7,883$1.38M0.9%-2.1%0.001%
5/15/2024 Price T Rowe Associates Inc. MD7,887,532$1.38B0.2%-9.9%0.574%
5/15/2024 BOKF NA216,346$37.42M0.7%-9.4%0.016%
5/15/2024 Kestra Advisory Services LLC177,893$31.15M0.2%+9.2%0.013%
5/15/2024 Steel Grove Capital Advisors LLC2,944$515K0.0%+18.9%0.000%
5/15/2024 Lazard Asset Management LLC706,643$123.67M0.2%-33.3%0.051%
5/15/2024 Bank of Nova Scotia Trust Co.7,864$1.38M0.1%+19.4%0.001%
5/15/2024 Epoch Investment Partners Inc.320,473$56.09M0.2%-9.4%0.023%
5/15/2024 LRI Investments LLC5,036$911K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.88,249$15.44M0.0%-1.1%0.006%
(Data available from 1/1/2016 forward)

PEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEP shares?

During the previous two years, 3,553 institutional investors and hedge funds held shares of PepsiCo. The most heavily invested institutionals were Vanguard Group Inc. ($22.95B), BlackRock Inc. ($20.48B), State Street Corp ($10.94B), Geode Capital Management LLC ($5.00B), Morgan Stanley ($4.34B), Charles Schwab Investment Management Inc. ($3.23B), and Royal Bank of Canada ($2.91B).Learn more on PEP's institutional investors.

What percentage of PepsiCo stock is owned by institutional investors?

73.07% of PepsiCo stock is owned by institutional investors. Learn more on PEP's institutional investor holdings.

Which institutional investors have been buying PepsiCo stock?

Of the 3,067 institutional investors that purchased PepsiCo stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($531.46M), Norges Bank ($15.82M), Price T Rowe Associates Inc. MD ($6.05M), Providence Capital Advisors LLC ($4.92M), Fisher Asset Management LLC ($4.40M), Flossbach Von Storch AG ($3.78M), and Envestnet Asset Management Inc. ($3.73M).

How much institutional buying is happening at PepsiCo?

Institutional investors have bought a total of 705,059,660 shares in the last 24 months. This purchase volume represents approximately $146.69B in transactions.

Which PepsiCo major shareholders have been selling company stock?

Of the 2,541 institutional investors that sold PepsiCo stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($55.94M), Whalerock Point Partners LLC ($46.36M), Magellan Asset Management Ltd ($8.15M), Flossbach Von Storch AG ($4.35M), Capital Research Global Investors ($4.28M), Cottage Street Advisors LLC ($3.25M), and Franklin Resources Inc. ($2.95M).

How much institutional selling is happening at PepsiCo?

Institutional investors have sold a total of 226,293,721 shares in the last 24 months. This volume of shares sold represents approximately $58.29B in transactions.


This page (NASDAQ:PEP) was last updated on 5/28/2024 by MarketBeat.com Staff

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