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PepsiCo (PEP) Institutional Ownership

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$145.45 -1.70 (-1.16%)
Closing price 03/21/2025 04:00 PM Eastern
Extended Trading
$145.39 -0.06 (-0.04%)
As of 03/21/2025 07:59 PM 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 Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
73.07%
Number of
Institutional Buyers
(last 12 months)
2251
Total
Institutional Inflows
(last 12 months)
$16.81B
Number of
Institutional Sellers
(last 12 months)
2025
Total
Institutional Outflows
(last 12 months)
$17.48B
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PEP Institutional Buying and Selling by Quarter

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PepsiCo Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/21/2025Fairtree Asset Management Pty Ltd4,673$711K0.7%N/A0.000%
3/19/2025DSG Capital Advisors LLC3,034$461K0.1%N/A0.000%
3/19/2025Chancellor Financial Group WB LP10,267$1.56M1.3%N/A0.001%
3/18/2025Triton Wealth Management PLLC5,570$919K0.5%+14.2%0.000%
3/18/2025111 Capital23,645$3.60M0.8%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC1,110,484$168.86M0.3%+11.2%0.081%
3/17/2025 NorthCrest Asset Manangement LLC129,464$19.69M0.6%+2.5%0.009%
3/17/2025Members Wealth LLC1,871$269K0.2%N/A0.000%
3/12/2025 Northstar Financial Companies Inc.4,556$693K0.7%N/A0.000%
3/12/2025 Centaurus Financial Inc.4,776$726K0.0%-53.0%0.000%
3/11/2025 Campbell Deegan Wealth Management LLC2,795$425K0.5%N/A0.000%
3/11/2025 Anchor Pointe Wealth Management LLC1,490$226K0.3%N/A0.000%
3/10/2025 Old North State Trust LLC4,153$632K0.4%-6.8%0.000%
3/10/2025 Capstone Triton Financial Group LLC6,008$914K0.6%+6.4%0.000%
3/6/2025 Wood Tarver Financial Group LLC1,678$255K0.1%N/A0.000%
3/6/2025 TFR Capital LLC.1,362$207K0.1%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC6,664$956K0.2%-27.4%0.000%
3/5/2025 Phocas Financial Corp.3,113$473K0.1%-22.2%0.000%
3/5/2025 Copley Financial Group Inc.2,974$452K0.3%+4,210.1%0.000%
3/4/2025 Dogwood Wealth Management LLC452$69K0.0%-15.7%0.000%
3/4/2025 Siemens Fonds Invest GmbH21,717$3.30M0.1%-57.7%0.002%
3/3/2025 GHE LLC12,799$1.95M0.8%+5.6%0.001%
2/28/2025 Park Square Financial Group LLC1,052$160K0.1%N/A0.000%
2/28/2025 Menard Financial Group LLC2,606$396K0.2%-23.4%0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH1,455,329$221.30M0.4%N/A0.106%
2/28/2025 Brooklyn FI LLC1,660$259K0.0%N/A0.000%
2/27/2025 Brucke Financial Inc.1,442$217K0.2%N/A0.000%
2/27/2025Jefferies Financial Group Inc.60,710$9.23M0.0%+13.1%0.004%
2/27/2025 Landaas & Co. WI ADV1,602$244K0.1%-14.9%0.000%
2/27/2025 ABLE Financial Group LLC6,067$923K0.3%-8.9%0.000%
2/27/2025 Chelsea Counsel Co.1,550$238K0.1%-11.4%0.000%
2/27/2025 Bernard Wealth Management Corp.875$133K0.1%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.12,120$1.84M0.3%-24.0%0.001%
2/27/2025 Carolinas Wealth Consulting LLC3,021$463K0.1%-2.3%0.000%
2/26/2025 Capital A Wealth Management LLC952$145K0.2%N/A0.000%
2/26/2025 LM Advisors LLC6,957$1.07M0.2%+240.5%0.001%
2/25/2025 Heck Capital Advisors LLC8,036$1.22M0.1%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.39,983$6.13M0.2%-41.9%0.003%
2/25/2025 Brick & Kyle Associates31,566$4.80M2.0%+7.3%0.002%
2/25/2025 Armis Advisers LLC2,562$390K0.0%N/A0.000%
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2/25/2025 Shufro Rose & Co. LLC25,947$3.95M0.3%-0.6%0.002%
2/25/2025 Integrated Advisors Network LLC17,268$2.63M0.1%-14.2%0.001%
2/25/2025 Polar Asset Management Partners Inc.315,000$47.90M0.5%N/A0.023%
2/24/2025 Wilkins Miller Wealth Management LLC1,509$229K0.2%N/A0.000%
2/24/2025 Hall Capital Management Co. Inc.25,707$3.91M1.8%N/A0.002%
2/24/2025 Great Valley Advisor Group Inc.109,915$16.71M0.4%+4.2%0.008%
2/24/2025 Cypress Asset Management Inc. TX55,634$8.61M2.1%N/A0.004%
2/24/2025 Ameriflex Group Inc.4,266$643K0.3%N/A0.000%
2/24/2025 United Advisor Group LLC3,134$477K0.1%+19.4%0.000%
2/24/2025 Sunbeam Capital Management LLC1,594$242K0.2%N/A0.000%
2/24/2025 Challenger Wealth Management3,285$500K0.4%N/A0.000%
2/22/2025 American Trust31,117$4.73M0.4%+6.6%0.002%
2/21/2025 Ascent Group LLC36,197$5.50M0.4%-15.5%0.003%
2/21/2025 Aberdeen Wealth Management LLC8,006$1.22M0.8%-3.2%0.001%
2/21/2025 WNY Asset Management LLC8,011$1.22M0.2%-2.7%0.001%
2/21/2025 Putney Financial Group LLC1,175$179K0.1%N/A0.000%
2/21/2025 Aurdan Capital Management LLC2,992$455K0.2%N/A0.000%
2/21/2025 PVG Asset Management Corp2,082$317K1.5%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.515$78K0.0%N/A0.000%
2/21/2025 AlphaCore Capital LLC12,117$1.86M0.4%-28.6%0.001%
2/20/2025 Mackenzie Financial Corp1,355,869$206.17M0.3%+2.4%0.099%
2/20/2025 Forum Financial Management LP10,288$1.56M0.0%-2.1%0.001%
2/20/2025 Griffith & Werner Inc.4,766$725K0.5%N/A0.000%
2/20/2025 Sunbeam Capital Management LLC306$47K0.1%N/A0.000%
2/20/2025 Montchanin Asset Management LLC3,720$566K0.5%-8.3%0.000%
2/20/2025 Amiral Gestion72,818$11.07M7.0%N/A0.005%
2/20/2025 Castlekeep Investment Advisors LLC7,521$1.14M0.2%N/A0.001%
2/20/2025 Peak Retirement Planning Inc.5,247$797K0.5%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC2,827$430K0.1%-19.4%0.000%
2/20/2025 Revisor Wealth Management LLC1,367$207K0.2%-48.7%0.000%
2/19/2025 Auxier Asset Management78,584$11.95M1.9%-1.7%0.006%
2/19/2025 North Star Asset Management Inc.61,090$9.29M0.4%+3.5%0.004%
2/19/2025 Invst LLC2,027$308K0.0%-32.5%0.000%
2/19/2025 Cache Advisors LLC1,449$220K0.1%N/A0.000%
2/19/2025 GF Fund Management CO. LTD.260,023$39.54M0.9%N/A0.019%
2/19/2025 Parr Mcknight Wealth Management Group LLC30,645$4.66M0.7%N/A0.002%
2/19/2025 WCG Wealth Advisors LLC20,141$3.06M0.2%+2.4%0.001%
2/19/2025 Public Employees Retirement System of Ohio587,732$89.37M0.3%-4.6%0.043%
2/18/2025 Pacific Point Advisors LLC17,447$2.50M1.5%N/A0.001%
2/18/2025 Western Wealth Management LLC2,073$315K0.1%-84.1%0.000%
2/18/2025 Hudson Value Partners LLC6,195$942K0.4%-3.5%0.000%
2/18/2025 Sunbelt Securities Inc.20,191$3.06M0.3%+0.5%0.001%
2/18/2025 GTS Securities LLC22,449$3.41M0.2%-59.1%0.002%
2/18/2025 Fourth Dimension Wealth LLC628$95K0.0%N/A0.000%
2/18/2025 Breed s Hill Capital LLC1,944$296K0.2%+43.4%0.000%
2/18/2025 Vise Technologies Inc.19,568$2.98M0.2%-9.2%0.001%
2/18/2025 Retirement Planning Group LLC4,087$621K0.0%-7.2%0.000%
2/18/2025 Navalign LLC1,557$237K0.1%N/A0.000%
2/18/2025 Blue Fin Capital Inc.9,822$1.49M0.3%+3.1%0.001%
2/18/2025 Connecticut Wealth Management LLC14,773$2.25M0.1%-26.7%0.001%
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2/18/2025 Headinvest LLC44,317$6.74M1.3%-3.4%0.003%
2/18/2025 Investmark Advisory Group LLC22,205$3.38M1.7%+1.1%0.002%
2/18/2025 City National Bank of Florida MSD1,776$270K0.2%N/A0.000%
2/18/2025 JT Stratford LLC5,948$904K0.1%-8.8%0.000%
2/18/2025 Cornerstone Advisory LLC5,966$855K0.1%+2.0%0.000%
2/18/2025 Inspire Trust Co. N.A.17,125$2.60M0.7%+39.2%0.001%
2/18/2025 Brown Shipley& Co Ltd631$96K0.0%-47.0%0.000%
2/18/2025 Mosaic Family Wealth Partners LLC8,999$1.37M0.2%-0.9%0.001%
2/18/2025 RB Capital Management LLC31,940$4.86M1.1%-4.1%0.002%
2/18/2025 Patrick Mauro Investment Advisor INC.30,196$4.61M2.6%+36.7%0.002%
(Data available from 1/1/2016 forward)

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PEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEP shares?

During the previous two years, 3,820 institutional investors and hedge funds held shares of PepsiCo. The most heavily invested institutionals were BlackRock Inc. ($20.48B), Vanguard Group Inc. ($20.28B), State Street Corp ($9.74B), Geode Capital Management LLC ($4.72B), Morgan Stanley ($4.34B), Charles Schwab Investment Management Inc. ($3.83B), 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 3,216 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 ($531.49M), Norges Bank ($33.77M), Charles Schwab Investment Management Inc. ($7.35M), International Assets Investment Management LLC ($6.23M), Price T Rowe Associates Inc. MD ($6.05M), Fisher Asset Management LLC ($5.07M), and Providence Capital Advisors LLC ($4.92M).

How much institutional buying is happening at PepsiCo?

Institutional investors have bought a total of 749,536,355 shares in the last 24 months. This purchase volume represents approximately $140.36B in transactions.

Which PepsiCo major shareholders have been selling company stock?

Of the 2,726 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 ($4.89M), Capital Research Global Investors ($4.28M), Legal & General Group Plc ($3.40M), Envestnet Asset Management Inc. ($3.27M), and Cottage Street Advisors LLC ($3.25M).

How much institutional selling is happening at PepsiCo?

Institutional investors have sold a total of 219,265,612 shares in the last 24 months. This volume of shares sold represents approximately $40.92B in transactions.



This page (NASDAQ:PEP) was last updated on 3/22/2025 by MarketBeat.com Staff
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