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PepsiCo (PEP) Institutional Ownership

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$134.45 -0.93 (-0.69%)
Closing price 04:00 PM Eastern
Extended Trading
$134.35 -0.10 (-0.07%)
As of 07:59 PM Eastern
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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)
2351
Total
Institutional Inflows
(last 12 months)
$20.00B
Number of
Institutional Sellers
(last 12 months)
2176
Total
Institutional Outflows
(last 12 months)
$10.60B
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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
7/7/2025Trust Co. of Oklahoma27,487$3.63M1.2%+0.9%0.002%
7/7/2025Investors Research Corp8,879$1.17M0.2%+207.1%0.001%
7/7/2025Wealth Alliance Advisory Group LLC12,657$1.67M0.3%+2.3%0.001%
7/7/2025Park Edge Advisors LLC7,108$939K0.2%-3.0%0.001%
7/7/2025Teamwork Financial Advisors LLC12,861$1.70M0.2%+35.0%0.001%
7/7/2025Value Partners Investments Inc.32,047$4.23M0.3%+25.6%0.002%
7/7/2025Capital Asset Advisory Services LLC25,054$3.39M0.2%+3.0%0.002%
7/7/2025Wesbanco Bank Inc.180,907$23.89M0.7%+12.0%0.013%
7/7/2025Osprey Private Wealth LLC20,680$2.80M1.5%+3.8%0.002%
7/7/2025Somerset Trust Co21,344$2.82M0.9%+1.2%0.002%
7/7/2025Enterprise Bank & Trust Co17,818$2.35M0.9%-2.3%0.001%
7/7/2025Good Steward Wealth Advisors LLC1,980$261K0.2%-41.1%0.000%
7/7/2025First Community Trust NA2,628$347K0.3%-7.3%0.000%
7/7/2025Roxbury Financial LLC1,285$170K0.2%-29.8%0.000%
7/7/2025Ables Iannone Moore & Associates Inc.10,070$1.33M0.8%+20.6%0.001%
7/7/2025OMNI 360 Wealth Inc.2,471$326K0.2%N/A0.000%
7/7/2025Bangor Savings Bank23,375$3.09M0.3%-1.5%0.002%
7/7/2025Abner Herrman & Brock LLC10,783$1.42M0.2%-2.7%0.001%
7/7/2025Thurston Springer Miller Herd & Titak Inc.25,814$3.41M0.4%+22.0%0.002%
7/7/2025Salem Investment Counselors Inc.284,343$37.55M1.2%-1.4%0.021%
7/7/2025Centurion Wealth Management LLC2,068$273K0.1%+3.8%0.000%
7/7/2025Douglas Lane & Associates LLC305,799$40.38M0.6%+29.9%0.022%
7/7/2025TruWealth Advisors LLC1,633$216K0.0%N/A0.000%
7/7/2025RDA Financial Network1,706$225K0.1%-7.6%0.000%
7/3/2025 Trinity Financial Advisors LLC2,520$333K0.1%-3.8%0.000%
7/3/2025 Garde Capital Inc.3,388$447K0.0%+16.6%0.000%
7/3/2025 Sage Capital Advisors llc63,148$8.34M2.1%+1.1%0.005%
7/3/2025 Trust Co of the South5,805$766K0.1%+5.1%0.000%
7/3/2025 Fiduciary Financial Group LLC1,642$222K0.0%-44.5%0.000%
7/2/2025 Capital Market Strategies LLC1,522$201K0.1%-35.2%0.000%
7/2/2025 InvesTrust19,728$2.61M1.0%-52.7%0.001%
7/2/2025 HBW Advisory Services LLC23,586$3.11M0.4%-5.9%0.002%
7/2/2025 Crumly & Associates Inc.2,039$269K0.1%+17.2%0.000%
7/2/2025 Howard Financial Services LTD.16,103$2.13M0.3%-9.2%0.001%
7/2/2025 Doliver Advisors LP8,126$1.07M0.3%+54.0%0.001%
7/2/2025 First Financial Bank Trust Division63,131$8.34M0.7%-4.3%0.005%
7/2/2025 Jacobs & Co. CA89,791$11.86M1.2%+2.0%0.007%
7/2/2025 LVM Capital Management Ltd. MI26,543$3.51M0.4%-1.4%0.002%
7/2/2025 Neville Rodie & Shaw Inc.37,880$5.00M0.4%-4.7%0.003%
7/2/2025 Central Pacific Bank Trust Division2,566$339K0.0%+12.0%0.000%
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7/1/2025 Confluence Investment Management LLC711,253$93.91M1.3%-20.6%0.052%
7/1/2025 Park National Corp OH50,116$6.62M0.2%-8.0%0.004%
7/1/2025 Harbor Investment Advisory LLC10,688$1.41M0.1%-19.1%0.001%
7/1/2025 First National Bank Sioux Falls8,041$1.06M0.4%-11.6%0.001%
7/1/2025 Kera Capital Partners Inc.2,730$360K0.1%N/A0.000%
7/1/2025 Cullen Investment Group LTD.76,100$10.05M1.4%+136.1%0.006%
6/30/2025Pensionfund Sabic16,200$2.43M0.7%-14.7%0.001%
6/26/2025AG2R LA Mondiale Gestion D Actifs67,813$10.17M0.6%N/A0.005%
6/23/2025Swedbank AB1,989,564$298.32M0.4%+0.7%0.145%
6/18/2025Voya Investment Management LLC519,889$77.95M0.1%+1.1%0.038%
6/17/2025Howe & Rusling Inc.90,846$13.62M1.1%+18.4%0.007%
6/17/2025Guinness Asset Management LTD1,204,528$180.56M3.5%-2.6%0.088%
6/16/2025Maple Capital Management Inc.10,738$1.61M0.1%-35.6%0.001%
6/16/2025Peterson Wealth Management20,348$3.05M2.1%-40.4%0.001%
6/10/2025Birchbrook Inc.10,305$1.55M0.9%-3.2%0.001%
6/9/20251248 Management LLC4,598$689K0.3%-10.5%0.000%
6/6/2025First Long Island Investors LLC109,308$16.39M1.4%-2.2%0.008%
6/6/2025eCIO Inc.926$139K0.0%N/A0.000%
6/5/2025Fruth Investment Management28,295$4.24M1.2%-0.4%0.002%
6/4/2025 First Hawaiian Bank10,263$1.54M0.1%-15.9%0.001%
6/4/2025Harold Davidson & Associates Inc.1,405$211K0.1%-6.6%0.000%
6/3/2025CBIZ Investment Advisory Services LLC517$78K0.0%+22.2%0.000%
6/3/2025Invst LLC4,934$740K0.1%+143.4%0.000%
6/2/2025Hodges Capital Management Inc.7,671$1.15M0.1%-7.0%0.001%
6/2/2025Modern Wealth Management LLC18,193$2.73M0.1%+51.8%0.001%
5/29/2025Nova Wealth Management Inc.164$25K0.0%N/A0.000%
5/29/2025Apeiron RIA LLC3,956$593K0.2%-25.0%0.000%
5/28/2025Jones Financial Companies Lllp456,817$68.24M0.1%+28.1%0.033%
5/28/2025Strs Ohio547,153$82.04M0.3%N/A0.040%
5/28/2025Ellsworth Advisors LLC13,979$2.10M0.5%+4.9%0.001%
5/28/2025Intrua Financial LLC10,813$1.62M0.2%+14.5%0.001%
5/28/2025Addison Capital Co34,473$5.17M2.0%-1.5%0.003%
5/27/2025Jacobi Capital Management LLC57,845$8.67M0.6%+4.5%0.004%
5/27/2025Advisors Capital Management LLC169,237$25.38M0.4%+13.8%0.012%
5/27/2025Iron Gate Global Advisors LLC8,484$1.27M0.2%-31.3%0.001%
5/23/2025Strategic Financial Services Inc.11,102$1.67M0.1%-27.3%0.001%
5/22/2025Mattson Financial Services LLC6,478$971K0.3%+2,792.0%0.000%
5/22/2025WBI Investments LLC6,428$964K0.3%+21.1%0.000%
5/21/2025Reliant Investment Partners LLC1,878$282K0.3%-18.5%0.000%
5/21/2025McAdam LLC3,000$450K0.0%+29.6%0.000%
5/21/2025Acadian Asset Management LLC1,077,166$161.49M0.5%+238.5%0.079%
5/21/2025Geneos Wealth Management Inc.14,157$2.12M0.1%-7.2%0.001%
5/21/2025Schmidt P J Investment Management Inc.55,865$8.38M1.5%-0.3%0.004%
5/21/2025IFM Investors Pty Ltd252,279$37.83M0.4%-0.5%0.018%
5/20/2025Blue Rock Wealth Management LLC2,174$326K0.3%N/A0.000%
5/20/2025Belpointe Asset Management LLC15,649$2.35M0.1%-43.4%0.001%
5/20/2025Intech Investment Management LLC59,774$8.96M0.1%-16.1%0.004%
5/20/2025Focus Partners Wealth1,122,798$168.35M0.4%+0.3%0.082%
5/20/2025Flaharty Asset Management LLC399$60K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.18,595$2.79M0.1%+626.1%0.001%
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5/20/2025Ransom Advisory Ltd20,871$3.13M1.5%N/A0.002%
5/20/2025Anchor Investment Management LLC22,062$3.31M0.3%+9.5%0.002%
5/20/2025Glenview 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%
5/19/2025Advisory Alpha LLC6,572$985K0.0%+4.7%0.000%
5/19/2025Alaethes Wealth LLC1,391$209K0.1%N/A0.000%
5/19/2025SCS Capital Management LLC10,643$1.60M0.0%N/A0.001%
(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, 3,862 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 PepsiCo's institutional investors.

What percentage of PepsiCo's stock is owned by institutional investors?

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

Which institutional investors have been buying PepsiCo's stock?

Of the 3,244 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: 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 128,799,306 shares in the last 24 months. This purchase volume represents approximately $20.00B in transactions.

Which of PepsiCo's major shareholders have been selling company stock?

Of the 2,176 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: Price T Rowe Associates Inc. MD ($5.41M), International Assets Investment Management LLC ($3.20M), Legal & General Group Plc ($3.04M), Amundi ($2.94M), Wellington Management Group LLP ($2.88M), Jensen Investment Management Inc. ($2.04M), and KBC Group NV ($1.94M).

How much institutional selling is happening at PepsiCo?

Institutional investors have sold a total of 68,042,192 shares in the last 24 months. This volume of shares sold represents approximately $10.60B in transactions.



This page (NASDAQ:PEP) was last updated on 7/7/2025 by MarketBeat.com Staff
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