PepsiCo (PEP) Institutional Ownership

$183.11
+3.65 (+2.03%)
(As of 05/16/2024 ET)

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

Current
Institutional Ownership
Percentage
73.07%
Number of
Institutional Buyers
(last 12 months)
2180
Total
Institutional Inflows
(last 12 months)
$117.50B
Number of
Institutional Sellers
(last 12 months)
1889
Total
Institutional Outflows
(last 12 months)
$28.13B
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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
5/16/2024Redwood Investment Management LLC6,488$1.14M0.1%-17.8%0.000%
5/16/2024California State Teachers Retirement System2,256,221$394.86M0.5%+0.9%0.164%
5/16/2024Global Financial Private Client LLC11,611$2.01M0.9%+1.9%0.001%
5/16/2024Slagle Financial LLC25,510$4.46M2.4%-6.8%0.002%
5/16/2024Meiji Yasuda Life Insurance Co19,732$3.45M0.1%-55.8%0.001%
5/16/2024Innova Wealth Partners3,207$561K0.4%+8.5%0.000%
5/16/2024Levin Capital Strategies L.P.1,557$272K0.0%-13.8%0.000%
5/16/2024B. Riley Wealth Advisors Inc.68,108$11.54M0.3%-7.3%0.005%
5/16/2024Ancora Advisors LLC81,464$14.26M0.3%+1.0%0.006%
5/16/2024Dynasty Wealth Management LLC12,967$2.27M0.1%N/A0.001%
5/16/2024High Falls Advisors Inc1,152$202K0.1%-12.6%0.000%
5/16/2024Sweeney & 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%
5/15/2024 Linscomb Wealth Inc.58,139$10.18M0.5%-1.7%0.004%
5/15/2024 Guardian Capital Advisors LP85,900$14.56M1.6%-0.9%0.006%
5/15/2024 Gabelli Funds LLC263,000$46.03M0.3%-3.5%0.019%
5/15/2024 Gamco Investors INC. ET AL82,166$14.38M0.1%-3.5%0.006%
5/15/2024 Stonebridge Capital Advisors LLC12,198$2.14M0.2%+1.5%0.001%
5/14/2024 Canada Pension Plan Investment Board3,316,108$580.35M0.6%-2.8%0.241%
5/14/2024 Guardian Capital LP20,086$3.52M0.1%+4.1%0.001%
5/14/2024 Westwood Holdings Group Inc.435,813$76.27M0.6%+0.6%0.032%
5/14/2024 JT Stratford LLC6,201$1.09M0.2%+18.7%0.000%
5/14/2024 Capital Research Global Investors10,426,519$1.82B0.4%-9.8%0.758%
5/14/2024 Toronto Dominion Bank959,789$167.97M0.3%+4.6%0.070%
5/14/2024 Atalanta Sosnoff Capital LLC124,836$21.85M0.5%N/A0.009%
5/14/2024 Sheaff Brock Investment Advisors LLC45,036$7.88M0.5%+2.5%0.003%
5/14/2024 Cadence Bank61,673$10.79M0.8%+131.5%0.004%
5/14/2024 Rodgers Brothers Inc.33,719$5.90M0.8%+2.5%0.002%
5/14/2024 First Commonwealth Financial Corp PA 5,920$1.04M0.3%+2.2%0.000%
5/14/2024 Advisors Asset Management Inc.139,419$24.40M0.5%-10.2%0.010%
5/14/2024 Axxcess Wealth Management LLC68,491$11.99M0.3%-1.0%0.005%
5/14/2024 EP Wealth Advisors LLC318,990$55.83M0.7%+4.2%0.023%
5/14/2024 Wellington Wealth Strategies LLC.9,111$1.60M0.8%N/A0.001%
5/14/2024 Freestone Capital Holdings LLC25,576$4.48M0.2%+9.2%0.002%
5/14/2024 Covington Investment Advisors Inc.24,928$4.36M0.7%+32.4%0.002%
5/14/2024 CreativeOne Wealth LLC38,480$6.73M0.3%+233.2%0.003%
5/14/2024 Delap Wealth Advisory LLC2,462$431K0.2%+58.0%0.000%
5/14/2024 Vident Advisory LLC95,388$16.69M0.3%-6.9%0.007%
5/14/2024 Fayez Sarofim & Co3,020,640$528.64M1.6%+0.5%0.220%
5/14/2024 LGT Group Foundation223,012$39.03M0.9%-8.4%0.016%
5/14/2024 Shell Asset Management Co.75,346$13.19M0.6%+5.8%0.005%
5/14/2024 TFO Wealth Partners LLC161$28K0.0%-98.0%0.000%
5/14/2024 Sax Wealth Advisors LLC3,852$674K0.1%+5.4%0.000%
5/14/2024 Northwest Wealth Management LLC2,803$491K0.1%-5.9%0.000%
5/14/2024 Mattern Wealth Management LLC15,380$2.69M0.7%-4.5%0.001%
5/14/2024 Mattern Capital Management LLC48,905$8.56M1.2%+12.3%0.004%
5/14/2024 Payden & Rygel Investment Group85,800$15.02M0.7%N/A0.006%
5/14/2024 Crewe Advisors LLC1,520$266K0.0%N/A0.000%
5/14/2024 Leelyn Smith LLC15,780$2.76M0.6%+18.9%0.001%
5/14/2024 Evermay Wealth Management LLC11,166$1.97M0.3%+0.7%0.001%
5/14/2024 Ossiam242,127$42.38M0.7%-61.3%0.018%
5/14/2024 InterOcean Capital Group LLC372,706$65.23M1.6%+9.5%0.027%
5/14/2024 Tiemann Investment Advisors LLC2,287$400K0.2%-3.2%0.000%
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5/14/2024 GQG Partners LLC36,436$6.38M0.0%N/A0.003%
5/14/2024 Pitcairn Co.16,810$2.94M0.2%+6.9%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund284,456$49.78M0.2%-56.0%0.021%
5/14/2024 Puzo Michael J19,639$3.44M1.0%+9.8%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co1,702,608$298.31M0.6%+0.7%0.124%
5/14/2024 American International Group Inc.447,136$78.25M0.3%-0.8%0.033%
5/14/2024 Vaughan David Investments LLC IL270,862$47.40M1.2%+0.6%0.020%
5/14/2024 Twin Capital Management Inc.29,514$5.17M0.6%-3.4%0.002%
5/14/2024 National Bank of Canada FI1,107,722$199.14M0.3%-43.5%0.081%
5/14/2024 RB Capital Management LLC33,482$5.86M1.5%+4.6%0.002%
(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, 3,555 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 3,072 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 ($4.92M), Fisher Asset Management LLC ($4.40M), and Flossbach Von Storch AG ($3.78M).

How much institutional buying is happening at PepsiCo?

Institutional investors have bought a total of 709,832,639 shares in the last 24 months. This purchase volume represents approximately $150.49B in transactions.

Which PepsiCo major shareholders have been selling company stock?

Of the 2,538 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), Capital Research Global Investors ($5.48M), Flossbach Von Storch AG ($4.35M), 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 227,594,231 shares in the last 24 months. This volume of shares sold represents approximately $59.22B in transactions.


This page (NASDAQ:PEP) was last updated on 5/17/2024 by MarketBeat.com Staff

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