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PepsiCo (PEP) Institutional Ownership

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$176.15
+0.70 (+0.40%)
(As of 05/3/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for PepsiCo (NASDAQ:PEP)

Current
Institutional Ownership
Percentage
73.07%
Number of
Institutional Buyers
(last 12 months)
2236
Total
Institutional Inflows
(last 12 months)
$122.34B
Number of
Institutional Sellers
(last 12 months)
1927
Total
Institutional Outflows
(last 12 months)
$21.41B
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PEP Institutional Buying and Selling by Quarter

PepsiCo Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Blue Square Asset Management LLC8,714$1.53M1.0%-6.0%0.001%
5/4/2024Howland Capital Management LLC38,729$6.83M0.3%-2.4%0.003%
5/4/2024SPC Financial Inc.2,864$501K0.0%-3.0%0.000%
5/4/2024Keener Financial Planning LLC524$92K0.1%+16.4%0.000%
5/4/2024Noesis Capital Mangement Corp78,016$13.65M3.0%-1.3%0.006%
5/4/2024Geneos Wealth Management Inc.22,573$3.95M0.2%-9.7%0.002%
5/4/2024Essex LLC21,624$3.78M0.9%-5.0%0.002%
5/4/2024DAVENPORT & Co LLC203,618$35.63M0.2%+2.5%0.015%
5/4/20249258 Wealth Management LLC8,196$1.43M0.2%-1.0%0.001%
5/4/2024Valley Wealth Managers Inc.22,712$3.98M0.3%-7.7%0.002%
5/4/2024Team Hewins LLC6,133$1.08M0.1%+7.5%0.000%
5/4/2024Commonwealth Retirement Investments LLC29,475$5.16M2.5%+1.8%0.002%
5/4/2024Csenge Advisory Group20,784$3.64M0.2%+2.9%0.002%
5/4/2024Richardson Financial Services Inc.4,612$807K0.6%+5.4%0.000%
5/3/2024Signaturefd LLC30,129$5.27M0.1%-7.0%0.002%
5/3/2024FDx Advisors Inc.21,234$3.72M0.6%-19.7%0.002%
5/3/2024Integris Wealth Management LLC6,159$1.08M0.3%-1.8%0.000%
5/3/2024Embree Financial Group3,070$537K0.1%-18.1%0.000%
5/3/2024STAR Financial Bank9,829$1.72M1.5%-3.0%0.001%
5/3/2024Carson Advisory Inc.6,511$1.14M0.8%+1.4%0.000%
5/3/2024Catalina Capital Group LLC3,629$635K0.3%N/A0.000%
5/3/2024Avidian Wealth Solutions LLC17,139$3M0.1%+14.2%0.001%
5/3/2024TFB Advisors LLC2,274$398K0.1%N/A0.000%
5/3/2024Mediolanum International Funds Ltd202,718$35.19M0.6%N/A0.015%
5/3/2024RIA Advisory Group LLC7,487$1.31M0.5%N/A0.001%
5/3/2024Larson Financial Group LLC10,327$1.81M0.1%+135.5%0.001%
5/3/2024Callan Capital LLC5,252$919K0.1%+29.6%0.000%
5/3/2024MRA Advisory Group1,370$240K0.1%-24.0%0.000%
5/3/2024WealthTrust Asset Management LLC6,082$1.06M0.8%-6.3%0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,935$1.21M0.1%+48.2%0.001%
5/3/2024Westchester Capital Management Inc.9,158$1.60M0.4%-1.7%0.001%
5/3/2024Rehmann Capital Advisory Group14,096$2.47M0.2%+1.6%0.001%
5/3/2024Chevy Chase Trust Holdings LLC1,151,585$201.54M0.7%-3.7%0.084%
5/3/2024Commerce Bank946,691$165.68M1.1%-2.2%0.069%
5/3/2024Wellington Shields Capital Management LLC6,620$1.16M0.2%-1.3%0.000%
5/3/2024Wellington Shields & Co. LLC6,065$1.06M0.4%+7.3%0.000%
5/3/2024AA Financial Advisors LLC1,804$316K0.1%N/A0.000%
5/3/2024BI Asset Management Fondsmaeglerselskab A S315,194$55.16M1.0%+7.1%0.023%
5/3/2024Boomfish Wealth Group LLC7,716$1.35M0.9%+10.3%0.001%
5/3/2024Pictet North America Advisors SA27,189$4.76M0.5%+12.3%0.002%
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5/3/2024United Community Bank2,435$426K0.2%-10.7%0.000%
5/3/2024RiverPark Advisors LLC5,355$937K0.8%+2.3%0.000%
5/3/2024CapWealth Advisors LLC117,257$20.52M2.3%-0.3%0.009%
5/3/2024Proficio Capital Partners LLC5,566$974K0.1%+2.5%0.000%
5/3/2024Comprehensive Financial Consultants Institutional Inc.7,934$1.39M0.6%+4.5%0.001%
5/3/2024Liberty Wealth Management LLC3,277$574K0.1%-3.4%0.000%
5/3/2024Central Pacific Bank Trust Division15,997$2.77M0.3%N/A0.001%
5/3/2024Smith Salley Wealth Management118,931$20.81M1.6%-14.5%0.009%
5/3/2024Franklin Parlapiano Turner & Welch LLC43,290$7.58M2.1%+1.0%0.003%
5/3/2024Whittier Trust Co. of Nevada Inc.146,466$25.63M0.7%+2.2%0.011%
5/3/2024Patron Partners LLC8,453$1.48M0.9%+6.8%0.001%
5/3/2024Whittier Trust Co.242,158$42.38M0.6%+0.8%0.018%
5/2/2024Mutual Advisors LLC26,846$4.70M0.2%+14.8%0.002%
5/2/2024Diversified LLC5,167$904K0.1%+10.8%0.000%
5/2/2024Suncoast Equity Management14,067$2.46M0.3%+15.8%0.001%
5/2/2024Salomon & Ludwin LLC6,859$1.20M0.1%-14.5%0.000%
5/2/2024Pegasus Asset Management Inc.29,389$5.14M2.0%+1.1%0.002%
5/2/2024First Command Advisory Services Inc.10,744$1.88M0.0%-2.5%0.001%
5/2/2024Financial Counselors Inc.347,259$60.77M1.0%+1.7%0.025%
5/2/2024Peregrine Asset Advisers Inc.11,500$2.01M0.8%-69.7%0.001%
5/2/2024Jennison Associates LLC346,193$60.59M0.0%-5.7%0.025%
5/2/2024Mutual of America Capital Management LLC180,007$31.50M0.3%-2.1%0.013%
5/2/2024Summit Financial Wealth Advisors LLC4,533$793K0.2%+5.6%0.000%
5/2/2024AAFMAA Wealth Management & Trust LLC9,508$1.66M0.9%+14.2%0.001%
5/2/2024FORA Capital LLC116,800$20.44M1.7%-2.7%0.008%
5/2/2024Adapt Wealth Advisors LLC3,108$544K0.4%N/A0.000%
5/2/2024Baron Silver Stevens Financial Advisors LLC3,683$645K0.1%+10.5%0.000%
5/2/2024FinTrust Capital Advisors LLC6,159$1.08M0.2%+12.0%0.000%
5/2/2024Wright Investors Service Inc.8,493$1.49M0.4%-35.6%0.001%
5/2/2024Daiwa Securities Group Inc.250,052$43.76M0.2%+17.0%0.018%
5/2/2024Graypoint LLC11,724$2.05M0.1%-9.5%0.001%
5/2/2024Mathes Company Inc.22,976$4.02M1.5%+0.5%0.002%
5/2/2024Stack Financial Management Inc119,139$20.85M1.9%+0.3%0.009%
5/2/2024Lwmg LLC3,411$597K0.1%-11.8%0.000%
5/2/2024Haverford Trust Co1,302,908$228.02M2.4%-0.1%0.095%
5/2/2024Consolidated Planning Corp3,690$646K0.1%-19.9%0.000%
5/2/2024Pittenger & Anderson Inc.97,413$17.05M0.7%-1.6%0.007%
5/2/2024Quent Capital LLC7,066$1.24M0.1%+6.5%0.001%
5/2/2024Nordea Investment Management AB4,000,341$701.78M0.8%+5.9%0.291%
5/2/2024Hendley & Co. Inc.51,332$8.98M3.2%+0.5%0.004%
5/2/2024Lincoln National Corp52,036$9.11M0.1%+11.5%0.004%
5/2/2024Almanack Investment Partners LLC.1,389$243K0.0%+12.8%0.000%
5/2/2024Bryn Mawr Capital Management LLC66,768$11.69M0.6%-0.4%0.005%
5/2/2024Mendel Money Management29,841$5.22M2.4%-197.2%0.002%
5/2/2024Fidelis Capital Partners LLC21,360$3.74M0.6%+134.1%0.002%
5/2/2024Goelzer Investment Management Inc.81,286$14.23M0.8%+10.7%0.006%
5/2/2024St. Louis Trust Co5,628$984K0.2%+4.0%0.000%
5/2/2024BNP Paribas72,021$12.61M0.6%N/A0.005%
5/2/2024Choreo LLC33,112$5.79M0.1%+4.2%0.002%
5/2/2024Tobam8,026$1.41M0.1%+2.1%0.001%
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5/2/2024CNB Bank13,114$2.30M1.1%+1.5%0.001%
5/2/2024Tokio Marine Asset Management Co. Ltd.33,484$5.86M0.3%+8.8%0.002%
5/2/2024Sippican Capital Advisors3,913$685K0.5%-18.7%0.000%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.12,550$2.20M0.5%-1.9%0.001%
5/2/2024 Mckinley Capital Management LLC54,724$9.58M1.2%+13.2%0.004%
5/2/2024 Moloney Securities Asset Management LLC18,684$3.27M0.5%+1.4%0.001%
5/2/2024 Hunter Associates Investment Management LLC48,841$8.56M1.4%-1.1%0.004%
5/2/2024 Rockline Wealth Management LLC17,385$3.04M1.1%+1.4%0.001%
5/2/2024 Main Street Research LLC2,556$450K0.0%+2.6%0.000%
5/2/2024 Hollencrest Capital Management4,140$725K0.0%-13.5%0.000%
(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, 3,564 institutional investors and hedge funds held shares of PepsiCo. The most heavily invested institutionals were Vanguard Group Inc. ($22.30B), 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 3,095 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), Royal Bank of Canada ($6.16M), Price T Rowe Associates Inc. MD ($6.05M), Providence Capital Advisors LLC ($4.94M), Fisher Asset Management LLC ($4.40M), and Envestnet Asset Management Inc. ($3.73M).

How much institutional buying is happening at PepsiCo?

Institutional investors have bought a total of 714,566,197 shares in the last 24 months. This purchase volume represents approximately $156.38B in transactions.

Which PepsiCo major shareholders have been selling company stock?

Of the 2,544 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), Magellan Asset Management Ltd ($11.52M), Flossbach Von Storch AG ($4.81M), Capital Research Global Investors ($4.35M), Cottage Street Advisors LLC ($3.25M), Franklin Resources Inc. ($2.95M), and Fisher Asset Management LLC ($2.71M).

How much institutional selling is happening at PepsiCo?

Institutional investors have sold a total of 191,420,780 shares in the last 24 months. This volume of shares sold represents approximately $61.69B in transactions.


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This page (NASDAQ:PEP) was last updated on 5/6/2024 by MarketBeat.com Staff

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