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PepsiCo (PEP) Institutional Ownership

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$144.22 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$144.04 -0.18 (-0.12%)
As of 07:36 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
73.07%
Number of
Institutional Buyers
(last 12 months)
2402
Total
Institutional Inflows
(last 12 months)
$28.06B
Number of
Institutional Sellers
(last 12 months)
2131
Total
Institutional Outflows
(last 12 months)
$12.22B
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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
7/2/2026 MassMutual Private Wealth & Trust FSB146,901$19.89M0.5%-3.9%0.011%
7/2/2026 Versant Capital Management Inc6,541$886K0.1%-11.3%0.000%
7/2/2026 Hilltop National Bank16,408$2.22M0.5%-1.1%0.001%
7/2/2026 CX Institutional23,182$3.14M0.1%-6.6%0.002%
7/1/2026 PVG Asset Management Corp4,142$561K0.3%+143.2%0.000%
7/1/2026 First Financial Bank Trust Division60,478$8.19M0.6%+2.5%0.004%
7/1/2026 Adelphi Trust Co7,405$1.00M0.7%+25.7%0.001%
7/1/2026 Eastern Bank39,794$5.39M0.1%-5.2%0.003%
7/1/2026 Trust Co of the South2,242$304K0.0%-43.1%0.000%
7/1/2026 Roxbury Financial LLC719$97K0.1%-14.9%0.000%
6/30/2026Winning Points Advisors LLC1,290$213K0.2%N/A0.000%
6/23/2026Ballast Advisors LLC9,964$1.55M0.4%+9.3%0.001%
6/22/2026Sapient Capital LLC12,545$1.95M0.0%-17.9%0.001%
6/16/2026 PVG Asset Management Corp1,703$249K0.2%-43.3%0.000%
6/10/2026Dakota Community Bank & Trust NA2,235$347K1.2%+8.5%0.000%
6/10/2026FAS Wealth Partners Inc.5,319$826K0.1%-25.0%0.000%
6/9/2026Rathbones Group PLC239,952$37.26M0.1%-1.1%0.018%
6/8/2026Pine Valley Investments Ltd Liability Co51,776$8.04M0.4%-1.1%0.004%
6/8/2026Farmers National Bank14,187$2.20M0.5%-4.5%0.001%
6/4/2026Evansbrook LLC3,179$494K0.3%+13.5%0.000%
6/3/2026Wealthquest Corp1,410$219K0.0%N/A0.000%
6/3/2026CoreFirst Bank & Trust6,361$988K0.5%-1.9%0.000%
6/3/2026Parallel Advisors LLC57,425$8.92M0.2%+6.2%0.004%
6/3/2026NewEdge Advisors LLC229,954$35.71M0.1%-9.9%0.017%
6/2/2026Optiver Holding B.V.176$27K0.0%-87.6%0.000%
6/1/2026Caerus Investment Advisors LLC5,405$839K0.3%-56.0%0.000%
6/1/2026First Nebraska Trust Co69,431$10.78M1.0%N/A0.005%
6/1/2026Flagship Wealth Advisors LLC3,118$484K0.2%-3.3%0.000%
6/1/2026Foguth Wealth Management LLC.1,999$288K0.0%+7.5%0.000%
6/1/2026Financial Solutions Advisory Group Inc.4,038$627K0.1%N/A0.000%
6/1/2026Keel Point LLC4,651$722K0.0%-16.4%0.000%
5/29/2026Mullaney Keating & Wright Inc.1,526$237K0.1%N/A0.000%
5/29/2026Ipsen Advisor Group LLC7,981$1.24M0.9%+2.2%0.001%
5/29/2026Asset Dedication LLC7,899$1.23M0.1%-13.8%0.001%
5/27/2026Alpine Woods Capital Investors LLC42,796$6.65M1.6%+9.1%0.003%
5/27/2026Allen Capital Group LLC45,426$7.05M0.6%+4.7%0.003%
5/27/2026Security Financial Services INC.4,197$652K0.1%-27.6%0.000%
5/27/2026Westshore Wealth LLC1,387$215K0.1%-6.7%0.000%
5/26/2026Glenmede Trust Co. NA850,180$132.02M0.6%-0.4%0.062%
5/26/2026Summit Financial Wealth Advisors LLC4,933$766K0.1%+8.4%0.000%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

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5/26/2026Axiom Investment Management LLC720$112K0.1%N/A0.000%
5/22/2026Summitry LLC156,795$24.35M0.9%+3,571.2%0.011%
5/22/2026Groupama Asset Managment7,497$1.16M0.0%-27.6%0.001%
5/22/2026WNY Asset Management LLC7,945$1.23M0.1%N/A0.001%
5/22/2026Wellington Grp LLC3,459$537K0.2%-12.7%0.000%
5/22/2026Verus Capital Partners LLC6,612$1.03M0.1%-12.4%0.000%
5/21/2026Montchanin Asset Management LLC3,650$567K0.6%N/A0.000%
5/21/2026Raab & Moskowitz Asset Management LLC39,959$6.21M1.4%-3.0%0.003%
5/21/2026Compass Capital Management Inc.3,216$499K0.0%-21.0%0.000%
5/21/2026GKV Capital Management Co. Inc.249$37K0.0%N/A0.000%
5/21/2026Argent Capital Management LLC122,079$18.96M0.6%-8.4%0.009%
5/21/2026Essential Partners LLC7,998$1.24M0.4%-42.3%0.001%
5/21/2026Vestor Capital LLC36,764$5.71M0.4%+5,495.7%0.003%
5/21/2026Groupe la Francaise27,212$4.23M0.1%N/A0.002%
5/20/2026CCM Investment Advisers LLC107,329$16.67M1.6%-0.1%0.008%
5/20/2026Arete Wealth Advisors LLC17,054$2.65M0.2%-1.3%0.001%
5/20/2026SOA Wealth Advisors LLC.2,717$422K0.0%-2.5%0.000%
5/19/2026Western Wealth Management LLC16,227$2.52M0.1%+21.4%0.001%
5/19/2026Winnow Wealth LLC6,142$954K0.7%-4.8%0.000%
5/19/2026Orographic Financial Advisors LLC3,309$513K0.4%N/A0.000%
5/19/2026Silicon Valley Capital Partners392$61K0.0%+149.7%0.000%
5/19/2026Paragon Private Wealth Management LLC6,137$953K0.3%+11.6%0.000%
5/19/2026Bank of America Corp DE21,283,701$3.31B0.2%+0.6%1.557%
5/19/2026Wilson & Boucher Capital Management LLC11,616$1.80M1.2%-1.7%0.001%
5/19/2026Tanaka Capital Management Inc.7,095$1.10M1.3%+140.9%0.001%
5/19/2026Kensington Investment Counsel LLC37,471$5.82M2.8%-1.3%0.003%
5/19/2026Kentucky Retirement Systems126,616$19.66M0.7%+47.2%0.009%
5/19/2026Chesapeake Wealth Management4,972$772K0.2%+2.5%0.000%
5/19/2026Janus Henderson Group PLC188,029$29.20M0.0%+28.3%0.014%
5/19/2026Bull Harbor Capital LLC16,269$2.53M0.7%N/A0.001%
5/19/2026Strategic Investment Advisors MI9,761$1.52M0.1%N/A0.001%
5/19/2026Ashton Thomas Securities LLC9,981$1.55M0.2%+24.2%0.001%
5/19/2026Arkadios Wealth Advisors37,031$5.75M0.1%+15.3%0.003%
5/19/2026South Dakota Investment Council73,881$11.47M0.2%-1.3%0.005%
5/19/2026IFS Group LLC1,697$263K0.2%N/A0.000%
5/19/2026Arete Wealth Advisors LLC17,054$2.65M0.2%-1.3%0.001%
5/19/2026Opal Capital LLC43,560$6.76M1.2%-1.1%0.003%
5/18/2026Sunbelt Securities Inc.17,902$2.78M0.2%-0.6%0.001%
5/18/2026Guardian Partners Inc.57,130$8.90M0.7%-1.3%0.004%
5/18/2026Amundi11,444,671$1.78B0.5%+16.8%0.837%
5/18/2026EverSource Wealth Advisors LLC13,254$2.06M0.1%+3.4%0.001%
5/18/2026California State Teachers Retirement System2,100,135$326.13M0.3%-2.3%0.154%
5/18/2026Core Wealth Advisors Inc.2,335$363K0.1%+3.5%0.000%
5/18/2026Resources Management Corp CT ADV75,160$11.67M1.5%-1.0%0.005%
5/18/2026Richwood Investment Advisors LLC5,464$849K0.6%+3.1%0.000%
5/18/2026Empowered Funds LLC203,976$31.68M0.2%+16.0%0.015%
5/18/2026Evelyn Partners Asset Management Ltd1,326$206K0.1%-90.0%0.000%
5/18/2026Evelyn Partners Investment Management LLP36,016$5.59M0.2%-16.1%0.003%
5/18/2026Evelyn Partners Investment Management Services Ltd10,959$1.70M0.2%-78.6%0.001%
5/18/2026Evercore Wealth Management LLC83,696$13.00M0.2%-9.3%0.006%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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5/16/2026The Manufacturers Life Insurance Company 933,384$144.95M0.1%-2.5%0.068%
5/16/2026Infrastructure Capital Advisors LLC5,164$802K0.1%-63.3%0.000%
5/16/2026Glen Eagle Advisors LLC4,812$747K0.1%-5.4%0.000%
5/16/2026Quantinno Capital Management LP637,889$99.06M0.2%+19.4%0.047%
5/16/2026Lazard Asset Management LLC1,407,731$218.61M0.4%+31.4%0.103%
5/16/2026Family Manage LLC3,089$480K0.1%-15.1%0.000%
5/15/2026Northeast Financial Group Inc.1,327$206K0.1%N/A0.000%
5/15/2026Gateway Wealth Partners LLC19,216$2.98M0.1%+162.3%0.001%
5/15/2026Blue Chip Partners LLC85,497$13.28M1.0%+5.9%0.006%
5/15/2026Royal Capital Wealth Management LLC6,210$964K0.6%+9.9%0.000%


PEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,018 institutional investors and hedge funds held shares of PepsiCo. The most heavily invested institutionals were Vanguard Group Inc. ($19.88B), State Street Corp ($8.61B), Auto Owners Insurance Co ($7.07B), Geode Capital Management LLC ($4.81B), Charles Schwab Investment Management Inc. ($4.03B), Morgan Stanley ($3.58B), and Bank of America Corp DE ($3.31B).Learn more on PepsiCo's institutional investors.

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

Of the 3,360 institutional investors that purchased PepsiCo's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($56.64M), Auto Owners Insurance Co ($48.99M), Charles Schwab Investment Management Inc. ($9.09M), Vanguard Group Inc. ($6.55M), Nuveen LLC ($6.32M), Amundi ($6.10M), and Franklin Resources Inc. ($5.53M).

Institutional investors have bought a total of 199,795,593 shares in the last 24 months. This purchase volume represents approximately $28.06B in transactions.

Of the 2,131 institutional investors that sold PepsiCo's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: California Public Employees Retirement System ($5.09M), Assenagon Asset Management S.A. ($5.06M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($4.42M), Arrowstreet Capital Limited Partnership ($4.38M), Laurel Wealth Advisors LLC ($3.86M), Massachusetts Financial Services Co. MA ($3.18M), and Wellington Management Group LLP ($2.95M).

Institutional investors have sold a total of 86,764,001 shares in the last 24 months. This volume of shares sold represents approximately $12.22B in transactions.



This page (NASDAQ:PEP) was last updated on 7/6/2026 by MarketBeat.com Staff.
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