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PepsiCo (PEP) Institutional Ownership

PepsiCo logo
$148.25 +1.71 (+1.17%)
As of 01/17/2025 04:00 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)
2029
Total
Institutional Inflows
(last 12 months)
$14.32B
Number of
Institutional Sellers
(last 12 months)
1774
Total
Institutional Outflows
(last 12 months)
$16.13B
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PEP Institutional Buying and Selling by Quarter

PepsiCo Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Smallwood Wealth Investment Management LLC2,396$364K0.2%-2.8%0.000%
1/17/2025Cerro Pacific Wealth Advisors LLC14,214$2.16M0.7%-0.6%0.001%
1/17/2025New Century Financial Group LLC2,932$439K0.2%-75.8%0.000%
1/17/2025Spinnaker Investment Group LLC3,075$468K0.1%-12.2%0.000%
1/17/2025Key Client Fiduciary Advisors LLC2,148$327K0.1%-7.3%0.000%
1/17/2025Apeiron RIA LLC5,277$802K0.2%+25.8%0.000%
1/17/2025Veracity Capital LLC2,671$406K0.1%-5.7%0.000%
1/17/2025Secure Asset Management LLC3,546$539K0.1%+31.8%0.000%
1/17/2025Red Door Wealth Management LLC35,436$5.39M0.8%+7.8%0.003%
1/17/2025IVC Wealth Advisors LLC5,077$772K0.4%-7.2%0.000%
1/17/2025Capital Planning Advisors LLC10,392$1.58M0.2%-10.1%0.001%
1/17/2025Cardinal Capital Management Inc.90,565$13.77M0.5%-1.4%0.007%
1/17/2025Goldstein Advisors LLC2,791$424K0.1%-2.7%0.000%
1/17/2025Trust Co. of Oklahoma28,269$4.30M1.4%+2.9%0.002%
1/17/2025Avior Wealth Management LLC16,523$2.51M0.1%-9.8%0.001%
1/17/2025Beacon Investment Advisory Services Inc.31,012$4.72M0.2%-9.5%0.002%
1/17/2025Peterson Wealth Advisors LLC1,395$209K0.0%+16.4%0.000%
1/17/2025Raleigh Capital Management Inc.10,466$1.59M0.6%+42.7%0.001%
1/17/2025Adirondack Trust Co.20,711$3.15M1.2%-2.8%0.002%
1/17/2025D.B. Root & Company LLC4,679$711K0.2%+1.7%0.000%
1/17/2025Mutual Advisors LLC34,476$5.05M0.1%+26.4%0.003%
1/17/2025Riverbridge Partners LLC15,927$2.42M0.0%-8.7%0.001%
1/17/2025True North Advisors LLC5,083$773K0.2%+8.1%0.000%
1/17/2025Wendell David Associates Inc.82,675$12.57M1.2%-6.7%0.006%
1/17/2025Wesbanco Bank Inc.157,700$23.98M0.8%+3.3%0.011%
1/17/2025Janney Montgomery Scott LLC881,951$134.11M0.4%-1.2%0.064%
1/17/2025Bartlett & CO. Wealth Management LLC631,643$96.91M1.4%-1.1%0.046%
1/17/2025GoalVest Advisory LLC9,086$1.38M0.4%-11.8%0.001%
1/17/2025Eagle Capital Management LLC20,477$3.11M1.3%-1.0%0.001%
1/17/2025Baker Ellis Asset Management LLC35,016$5.32M0.8%-2.8%0.003%
1/17/2025Phillips Wealth Planners LLC3,592$512K0.5%-18.0%0.000%
1/17/2025Marino Stram & Associates LLC17,211$2.62M0.6%-5.1%0.001%
1/17/2025Westside Investment Management Inc.2,505$381K0.1%+10.8%0.000%
1/17/2025Park Place Capital Corp4,854$738K0.2%-10.2%0.000%
1/17/2025Janney Capital Management LLC22,526$3.43M0.2%-68.1%0.002%
1/17/2025Magnus Financial Group LLC14,429$2.19M0.2%-5.3%0.001%
1/17/2025Daymark Wealth Partners LLC83,487$12.70M0.4%-2.4%0.006%
1/17/2025Luts & Greenleigh Group Inc.1,890$287K0.3%-13.5%0.000%
1/17/2025Phoenix Wealth Advisors7,263$1.10M0.5%+1.4%0.001%
1/17/2025Albion Financial Group UT39,108$5.95M0.4%+0.6%0.003%
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1/17/2025Eagle Wealth Strategies LLC2,802$426K0.3%+5.3%0.000%
1/17/2025Global Trust Asset Management LLC6,307$959K0.4%-13.7%0.000%
1/17/2025Advisory Alpha LLC6,274$954K0.0%-7.1%0.000%
1/17/2025West Branch Capital LLC15,871$2.41M0.8%+6.5%0.001%
1/17/2025Missouri Trust & Investment Co7,255$1.10M0.4%+10.0%0.001%
1/17/2025Dakota Wealth Management81,536$12.41M0.3%-6.8%0.006%
1/17/2025Braun Bostich & Associates Inc.2,606$396K0.3%-6.2%0.000%
1/17/2025Eads & Heald Wealth Management12,968$1.97M1.0%-0.8%0.001%
1/17/2025Barlow Wealth Partners Inc.2,476$358K0.0%-8.3%0.000%
1/17/2025XML Financial LLC14,161$2.15M0.2%-0.6%0.001%
1/17/2025Nisa Investment Advisors LLC985,435$150.96M0.6%+137.3%0.072%
1/17/2025Traphagen Investment Advisors LLC5,704$867K0.1%+13.9%0.000%
1/17/2025Simon Quick Advisors LLC6,004$913K0.1%-15.6%0.000%
1/17/2025Sheets Smith Wealth Management57,773$8.79M1.1%+1.2%0.004%
1/17/2025Beaumont Financial Advisors LLC92,937$14.13M1.1%+0.7%0.007%
1/17/2025MCF Advisors LLC8,988$1.38M0.1%-4.5%0.001%
1/17/2025Proquility Private Wealth Partners LLC3,374$513K0.2%-55.1%0.000%
1/17/2025Aspire Private Capital LLC3,254$495K0.1%-3.9%0.000%
1/17/2025Verum Partners LLC1,757$267K0.1%+8.8%0.000%
1/17/2025Perfromance Wealth Partners LLC2,623$399K0.0%-3.6%0.000%
1/17/2025Octavia Wealth Advisors LLC19,425$2.98M0.4%+8.1%0.001%
1/17/2025Commons Capital LLC3,421$520K0.5%+7.7%0.000%
1/17/2025Roberts Wealth Advisors LLC2,055$298K0.1%N/A0.000%
1/17/2025Fort Washington Investment Advisors Inc. OH392,044$59.61M0.4%+19.1%0.029%
1/17/2025Enclave Advisors LLC2,251$342K0.1%-4.6%0.000%
1/17/2025Mogy Joel R Investment Counsel Inc.70,359$10.70M0.6%-9.9%0.005%
1/17/2025Exchange Bank5,374$817K0.7%-8.2%0.000%
1/17/2025Atomi Financial Group Inc.5,896$897K0.0%-7.1%0.000%
1/17/2025Monterey Private Wealth Inc.6,865$1.04M0.3%-2.9%0.001%
1/17/2025AMI Asset Management Corp277,424$42.19M2.2%-4.3%0.020%
1/17/2025Transform Wealth LLC1,797$274K0.0%N/A0.000%
1/17/2025Chesley Taft & Associates LLC243,131$36.97M1.7%-0.1%0.018%
1/17/2025Alpha Cubed Investments LLC4,816$732K0.0%-42.0%0.000%
1/17/2025Clear Harbor Asset Management LLC6,908$1.05M0.1%+56.3%0.001%
1/17/2025Segment Wealth Management LLC8,233$1.25M0.1%-1.0%0.001%
1/16/2025First United Bank & Trust12,056$1.83M0.7%-3.0%0.001%
1/16/2025Charles Schwab Trust Co8,868$1.35M0.1%+8.6%0.001%
1/16/2025Lmcg Investments LLC23,798$3.62M0.2%-5.5%0.002%
1/16/2025Kiley Juergens Wealth Management LLC10,261$1.56M0.4%N/A0.001%
1/16/2025Aspiriant LLC18,053$2.75M0.1%-1.8%0.001%
1/16/2025Brookmont Capital Management15,774$2.40M1.3%-1.3%0.001%
1/16/2025Crossmark Global Holdings Inc.79,591$12.10M0.2%-0.2%0.006%
1/16/2025Royal Fund Management LLC2,183$332K0.0%-50.3%0.000%
1/16/2025Chesapeake Wealth Management5,065$770K0.3%-3.7%0.000%
1/16/2025Reliant Investment Management LLC12,002$1.83M0.8%-61.1%0.001%
1/16/2025Mitchell & Pahl Private Wealth LLC11,319$1.72M0.8%+11.1%0.001%
1/16/2025Ballentine Partners LLC28,566$4.34M0.1%-3.4%0.002%
1/16/2025Martel Wealth Advisors Inc3,000$456K0.1%N/A0.000%
1/16/2025Culbertson A N & Co. Inc.65,245$9.92M1.6%+4.0%0.005%
1/16/2025ZWJ Investment Counsel Inc.13,797$2.10M0.1%-3.5%0.001%
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1/16/2025Pure Financial Advisors LLC6,312$960K0.0%+23.6%0.000%
1/16/2025Tudor Financial Inc.6,179$939K0.5%+69.7%0.000%
1/16/2025Addenda Capital Inc.84,915$13.02M0.6%+0.9%0.006%
1/16/2025New Hampshire Trust33,451$5.09M1.1%-0.9%0.002%
1/16/2025Koshinski Asset Management Inc.23,195$3.53M0.0%+2.1%0.002%
1/16/2025Leonard Rickey Investment Advisors P.L.L.C.1,967$299K0.1%+7.6%0.000%
1/16/2025Sky Investment Group LLC75,791$11.53M2.1%+2.6%0.006%
1/16/2025Mountain Pacific Investment Advisers LLC5,981$909K0.1%-10.9%0.000%
1/16/2025Prairiewood Capital LLC1,800$274K0.1%N/A0.000%
1/16/2025Harbor Investment Advisory LLC15,436$2.35M0.2%-26.0%0.001%
(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, 3,573 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 ($9.74B), Geode Capital Management LLC ($5.17B), Morgan Stanley ($4.34B), Charles Schwab Investment Management Inc. ($3.63B), 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 3,013 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), International Assets Investment Management LLC ($6.27M), Price T Rowe Associates Inc. MD ($6.05M), Providence Capital Advisors LLC ($4.92M), Fisher Asset Management LLC ($4.82M), and Charles Schwab Investment Management Inc. ($4.67M).

How much institutional buying is happening at PepsiCo?

Institutional investors have bought a total of 709,434,061 shares in the last 24 months. This purchase volume represents approximately $138.35B in transactions.

Which PepsiCo major shareholders have been selling company stock?

Of the 2,583 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), Capital Research Global Investors ($4.28M), Flossbach Von Storch AG ($3.33M), Cottage Street Advisors LLC ($3.25M), International Assets Investment Management LLC ($3.22M), and Fisher Asset Management LLC ($2.71M).

How much institutional selling is happening at PepsiCo?

Institutional investors have sold a total of 211,192,151 shares in the last 24 months. This volume of shares sold represents approximately $43.13B in transactions.


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This page (NASDAQ:PEP) was last updated on 1/20/2025 by MarketBeat.com Staff
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