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PepsiCo (PEP) Institutional Ownership

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$131.80 +0.01 (+0.01%)
As of 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
73.07%
Number of
Institutional Buyers
(last 12 months)
2343
Total
Institutional Inflows
(last 12 months)
$20.01B
Number of
Institutional Sellers
(last 12 months)
2168
Total
Institutional Outflows
(last 12 months)
$10.63B
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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
5/20/2025 Glenview Trust co86,922$13.03M0.3%-1.0%0.006%
5/20/2025Aspen Investment Management Inc13,845$2.08M1.0%+3.6%0.001%
5/20/2025Ilmarinen Mutual Pension Insurance Co163,000$24.44M0.2%-17.0%0.012%
5/20/2025Plato Investment Management Ltd50,247$7.62M0.6%-6.7%0.004%
5/19/2025SageView Advisory Group LLC16,858$2.53M0.1%+3.7%0.001%
5/19/2025 Advisory Alpha LLC6,572$985K0.0%+4.7%0.000%
5/19/2025Alaethes Wealth LLC1,391$209K0.1%N/A0.000%
5/19/2025 SCS Capital Management LLC10,643$1.60M0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC11,525,812$1.73B0.4%+1.8%0.841%
5/19/2025DCM Advisors LLC13,193$1.97M1.0%-9.6%0.001%
5/19/2025 Optimize Financial Inc3,062$459K0.2%+14.0%0.000%
5/16/2025 Wilson & Boucher Capital Management LLC12,391$1.86M1.4%-2.4%0.001%
5/16/2025 Woodline Partners LP101,061$15.15M0.1%+58.2%0.007%
5/16/2025 American Trust25,176$3.78M0.9%-19.1%0.002%
5/16/2025 McIlrath & Eck LLC2,777$416K0.1%-35.1%0.000%
5/16/2025 Empowered Funds LLC160,973$24.14M0.3%+15.8%0.012%
5/16/2025 Logan Capital Management Inc.68,757$10.31M0.5%+0.6%0.005%
5/16/2025 Peloton Wealth Strategists21,085$3.16M1.3%-4.5%0.002%
5/16/2025 Faithward Advisors LLC5,527$829K0.1%-3.1%0.000%
5/16/2025 MBB Public Markets I LLC2,053$308K0.0%N/A0.000%
5/16/2025 Ascent Group LLC31,804$4.77M0.2%-12.1%0.002%
5/16/2025 Meiji Yasuda Life Insurance Co16,719$2.51M0.1%-8.2%0.001%
5/16/2025 RNC Capital Management LLC275,611$41.33M2.1%+814.9%0.020%
5/16/2025 United Services Automobile Association305,241$45.56M1.4%-4.8%0.022%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.145,411$21.80M0.9%+7.9%0.011%
5/16/2025 Arete Wealth Advisors LLC16,337$2.45M0.2%+1.3%0.001%
5/16/2025 Great Lakes Advisors LLC648,031$96.71M0.9%+10.5%0.047%
5/16/2025 Caxton Associates LLP1,673$251K0.0%N/A0.000%
5/16/2025 Signature Estate & Investment Advisors LLC4,378$656K0.0%+10.3%0.000%
5/16/2025 Hamilton Capital LLC7,123$1.07M0.1%+6.0%0.001%
5/16/2025 Voleon Capital Management LP 100,275$15.04M1.2%+34.2%0.007%
5/16/2025 Fred Alger Management LLC44,561$6.68M0.0%+323.9%0.003%
5/16/2025 Challenger Wealth Management2,671$400K0.3%-18.7%0.000%
5/16/2025 First Dallas Securities Inc.2,732$410K0.2%-4.0%0.000%
5/16/2025 Ashton Thomas Private Wealth LLC42,140$6.32M0.2%+1.8%0.003%
5/16/2025 Guardian Partners Inc.88,478$12.59M1.3%+0.7%0.006%
5/16/2025 Kestra Investment Management LLC2,716$407K0.0%-3.4%0.000%
5/16/2025 Resources Management Corp CT ADV75,117$11.26M1.6%+1.4%0.005%
5/16/2025 Cape Investment Advisory Inc.2,231$335K0.1%-12.3%0.000%
5/16/2025 Jones Financial Companies Lllp75,079$11.02M0.0%-78.9%0.005%
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5/16/2025 Obsidian Personal Planning Solutions LLC5,432$814K0.4%-2.8%0.000%
5/16/2025 Financial Strategies Group Inc.41,235$5.89M1.4%+42.0%0.003%
5/16/2025 Temasek Holdings Private Ltd182,631$27.38M0.1%N/A0.013%
5/16/2025 Talon Private Wealth LLC1,834$275K0.0%-30.1%0.000%
5/16/2025 USS Investment Management Ltd221,421$33.20M0.3%-42.2%0.016%
5/16/2025 UniSuper Management Pty Ltd368,931$55.32M0.4%+1.2%0.027%
5/16/2025 Scientech Research LLC6,390$958K0.3%N/A0.000%
5/16/2025 Raab & Moskowitz Asset Management LLC47,247$7.08M1.8%+1.2%0.003%
5/16/2025 Richwood Investment Advisors LLC5,512$826K0.7%-5.2%0.000%
5/16/2025 Rise Advisors LLC1,558$234K0.1%+27.2%0.000%
5/16/2025 Parkwood LLC38,897$5.83M0.5%+9.6%0.003%
5/16/2025 Petrus Trust Company LTA1,817$272K0.0%N/A0.000%
5/16/2025 Plancorp LLC26,102$3.91M0.2%+6.1%0.002%
5/16/2025 New England Asset Management Inc.27,282$4.09M0.7%+8.6%0.002%
5/16/2025 Nissay Asset Management Corp Japan ADV340,441$51.05M0.3%+9.8%0.025%
5/16/2025 Nearwater Capital Markets Ltd90,000$13.50M0.4%N/A0.007%
5/16/2025 NewEdge Advisors LLC187,868$28.17M0.2%-3.5%0.014%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,215,643$182.27M0.4%+24.4%0.089%
5/16/2025 Infusive Asset Management Inc.37,720$5.66M2.6%+18.0%0.003%
5/16/2025 Integrated Wealth Concepts LLC79,911$11.98M0.1%+3.6%0.006%
5/16/2025 Investmark Advisory Group LLC22,531$3.38M1.7%+1.5%0.002%
5/16/2025 Hall Laurie J Trustee29,010$4.35M1.6%-7.6%0.002%
5/16/2025 Hancock Whitney Corp27,371$4.10M0.1%-24.5%0.002%
5/16/2025 DnB Asset Management AS735,958$110.35M0.5%+17.1%0.054%
5/16/2025 DoubleLine ETF Adviser LP24,899$3.73M1.2%-24.1%0.002%
5/16/2025 Edmond DE Rothschild Holding S.A.5,820$873K0.0%-90.5%0.000%
5/16/2025 Clark Capital Management Group Inc.5,884$882K0.0%-13.5%0.000%
5/16/2025 Clifford Group LLC2,211$331K0.3%+12.3%0.000%
5/16/2025 Curi RMB Capital LLC59,756$8.96M0.2%-28.9%0.004%
5/16/2025 Bridgeway Capital Management LLC126,922$19.03M0.5%+4.8%0.009%
5/16/2025 Beaird Harris Wealth Management LLC781$117K0.0%-19.9%0.000%
5/16/2025 Banque Transatlantique SA1,819$252K0.0%+2,498.6%0.000%
5/16/2025 Belmont Capital LLC2,193$329K0.1%N/A0.000%
5/16/2025 Alliancebernstein L.P.2,342,727$351.27M0.1%+19.6%0.171%
5/16/2025 AQR Capital Management LLC1,934,642$290.08M0.3%+38.7%0.141%
5/16/2025 Advisors Asset Management Inc.86,020$12.90M0.2%-8.2%0.006%
5/16/2025 AlTi Global Inc.21,365$3.20M0.1%+0.5%0.002%
5/16/2025 Algorithmic Investment Models LLC3,500$525K0.4%N/A0.000%
5/16/2025 Amundi6,338,812$959.50M0.3%-31.7%0.462%
5/16/2025 Ancora Advisors LLC64,960$9.74M0.2%-2.3%0.005%
5/16/2025 Angeles Investment Advisors LLC3,126$469K0.0%N/A0.000%
5/16/2025 Aprio Wealth Management LLC4,568$685K0.1%+8.4%0.000%
5/16/2025 Adage Capital Partners GP L.L.C.1,235,679$185.28M0.3%-1.0%0.090%
5/15/2025 Promethium Advisors LLC4,968$745K0.5%-2.8%0.000%
5/15/2025 Paragon Private Wealth Management LLC10,580$1.59M0.7%-8.2%0.001%
5/15/2025 Federation des caisses Desjardins du Quebec188,879$28.32M0.1%+18.8%0.014%
5/15/2025 Dark Forest Capital Management LP38,251$5.74M0.3%+1,499.1%0.003%
5/15/2025 Chiron Capital Management LLC6,948$1.04M0.9%+363.8%0.001%
5/15/2025 EP Wealth Advisors LLC361,823$54.25M0.4%+2.9%0.026%
5/15/2025 Ashton Thomas Securities LLC7,958$1.20M0.3%-3.4%0.001%
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5/15/2025 First Manhattan CO. LLC.144,720$21.70M0.1%+27.0%0.011%
5/15/2025 GW Henssler & Associates Ltd.118,452$17.76M1.0%+1.0%0.009%
5/15/2025 Cigna Investments Inc. New13,757$2.06M0.4%-1.8%0.001%
5/15/2025 1248 Management LLC3,526$529K0.3%-31.4%0.000%
5/15/2025 Focus Partners Advisor Solutions LLC85,595$12.83M0.2%+4.9%0.006%
5/15/2025 First Financial Bankshares Inc460,696$69.08M1.5%+4.6%0.034%
5/15/2025 Flputnam Investment Management Co.109,625$16.44M0.3%-2.0%0.008%
5/15/2025 Beck Mack & Oliver LLC23,757$3.56M0.1%+13.2%0.002%
5/15/2025 ICW Investment Advisors LLC21,402$3.21M1.3%+1.6%0.002%
5/15/2025 Retirement Planning Co of New England Inc.6,040$906K0.3%+6.8%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, 3,859 institutional investors and hedge funds held shares of PepsiCo. The most heavily invested institutionals were BlackRock Inc. ($20.48B), Vanguard Group Inc. ($20.27B), State Street Corp ($9.74B), Geode Capital Management LLC ($4.72B), Morgan Stanley ($4.34B), Charles Schwab Investment Management Inc. ($3.97B), 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 3,242 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 ($531.07M), Norges Bank ($33.77M), Charles Schwab Investment Management Inc. ($7.74M), Nuveen LLC ($6.32M), International Assets Investment Management LLC ($6.23M), Fisher Asset Management LLC ($5.07M), and GAMMA Investing LLC ($4.60M).

How much institutional buying is happening at PepsiCo?

Institutional investors have bought a total of 756,121,756 shares in the last 24 months. This purchase volume represents approximately $135.30B in transactions.

Which PepsiCo major shareholders have been selling company stock?

Of the 2,773 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 ($55.95M), Whalerock Point Partners LLC ($46.33M), Price T Rowe Associates Inc. MD ($6.27M), Capital Research Global Investors ($4.28M), Wellington Management Group LLP ($3.89M), Legal & General Group Plc ($3.40M), and Envestnet Asset Management Inc. ($3.30M).

How much institutional selling is happening at PepsiCo?

Institutional investors have sold a total of 225,092,788 shares in the last 24 months. This volume of shares sold represents approximately $38.72B in transactions.



This page (NASDAQ:PEP) was last updated on 5/20/2025 by MarketBeat.com Staff
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