PepsiCo (PEP) Institutional Ownership

$176.14
+0.56 (+0.32%)
(As of 04/29/2024 ET)

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

Current
Institutional Ownership
Percentage
73.07%
Number of
Institutional Buyers
(last 12 months)
2246
Total
Institutional Inflows
(last 12 months)
$122.72B
Number of
Institutional Sellers
(last 12 months)
1930
Total
Institutional Outflows
(last 12 months)
$21.72B
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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
4/29/2024RWA Wealth Partners LLC221,163$38.71M0.5%+1.7%0.016%
4/29/2024Wealthspan Partners LLC3,417$598K0.4%+11.0%0.000%
4/29/2024Phillips Wealth Planners LLC3,059$512K0.6%-2.2%0.000%
4/29/2024American Capital Advisory LLC2,467$450K0.3%+21.8%0.000%
4/29/2024Tower Bridge Advisors98,338$17.21M1.8%-8.7%0.007%
4/29/2024Schaper Benz & Wise Investment Counsel Inc. WI14,118$2.47M0.2%+45.5%0.001%
4/29/2024Crescent Grove Advisors LLC2,102$369K0.0%-18.1%0.000%
4/29/2024PBMares Wealth Management LLC7,647$1.34M0.3%+7.1%0.001%
4/29/2024Brio Consultants LLC1,622$284K0.0%+5.3%0.000%
4/29/2024Mn Services Vermogensbeheer B.V.551,769$96.57M0.7%-15.3%0.040%
4/29/2024Union Savings Bank10,117$1.77M0.9%+2.7%0.001%
4/29/2024Nichols & Pratt Advisers LLP MA360,039$62.92M4.2%-0.9%0.026%
4/29/2024First National Bank & Trust Co. of Newtown43,232$7.57M1.5%-1.9%0.003%
4/29/2024China Universal Asset Management Co. Ltd.9,127$1.61M0.2%-8.2%0.001%
4/29/2024Guardian Wealth Advisors LLC4,606$806K0.5%+6.6%0.000%
4/29/2024Newman Dignan & Sheerar Inc.17,782$3.11M0.8%-1.7%0.001%
4/29/2024Baxter Bros Inc.19,873$3.48M0.4%-2.3%0.001%
4/27/2024 Weatherly Asset Management L. P.7,786$1.37M0.1%+21.8%0.001%
4/27/2024 Tenon Financial LLC1,498$262K0.2%N/A0.000%
4/27/2024 Kellett Wealth Advisors LLC2,051$359K0.2%+5.9%0.000%
4/27/2024 Vigilare Wealth Management6,529$1.14M0.6%-23.0%0.000%
4/27/2024 Nadler Financial Group Inc.6,648$1.16M0.1%-2.5%0.000%
4/27/2024 Conning Inc.236,615$41.33M1.4%+16.9%0.017%
4/27/2024 Finer Wealth Management Inc.15,463$2.71M1.8%+4.3%0.001%
4/27/2024 Foster Victor Wealth Advisors LLC54,888$9.24M0.8%+5.7%0.004%
4/27/2024 Signature Wealth Management Partners LLC4,669$817K0.7%+3.3%0.000%
4/27/2024 McCollum Christoferson Group LLC56,240$9.84M2.8%-0.4%0.004%
4/26/2024 Pinnacle Associates Ltd.140,460$24.58M0.4%-0.5%0.010%
4/26/2024 Trueblood Wealth Management LLC5,512$965K0.6%+5.1%0.000%
4/26/2024 Securian Asset Management Inc.80,953$14.17M0.4%-7.0%0.006%
4/26/2024 Aspen Investment Management Inc14,040$2.46M1.2%-1.7%0.001%
4/26/2024 BLB&B Advisors LLC26,577$4.65M0.3%-5.9%0.002%
4/26/2024 Pavion Blue Capital LLC40,408$7.07M3.5%+8.2%0.003%
4/26/2024 UMB Bank n.a.229,690$40.20M0.6%-1.2%0.017%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC11,533$2.04M0.9%-0.7%0.001%
4/26/2024 Advisors Management Group Inc. ADV1,151$201K0.0%-6.8%0.000%
4/26/2024 Narwhal Capital Management55,995$9.80M1.0%+4.8%0.004%
4/26/2024 MBA Advisors LLC6,340$1.11M0.6%+3.6%0.000%
4/26/2024 LifeSteps Financial Inc.4,004$701K0.5%-2.4%0.000%
4/26/2024 Highview Capital Management LLC DE 3,779$661K0.3%+11.4%0.000%
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4/26/2024Prestige Wealth Management Group LLC3,846$678K0.1%-1.5%0.000%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.19,425$3.40M2.6%-91.7%0.001%
4/26/2024 Riverbridge Partners LLC18,237$3.19M0.0%-7.1%0.001%
4/26/2024 Northwest Bancshares Inc.9,562$1.67M0.3%+4.4%0.001%
4/26/2024 JNBA Financial Advisors4,043$708K0.1%-2.1%0.000%
4/26/2024 Yousif Capital Management LLC206,029$36.06M0.4%-0.6%0.015%
4/26/2024 Schmidt P J Investment Management Inc.59,348$10.39M2.0%+1.8%0.004%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA23,764$4.16M1.7%+2.7%0.002%
4/26/2024 YHB Investment Advisors Inc.81,926$14.34M1.2%+0.5%0.006%
4/26/2024 SlateStone Wealth LLC108,365$18.97M1.9%+5.3%0.008%
4/26/2024 ZWJ Investment Counsel Inc.14,548$2.55M0.1%+4.6%0.001%
4/26/2024 Opus Capital Group LLC4,405$771K0.1%-3.5%0.000%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.121,668$21.29M1.3%-1.1%0.009%
4/26/2024 First National Trust Co85,111$14.90M0.6%-2.8%0.006%
4/26/2024 McKinley Carter Wealth Services Inc.40,861$7.15M0.5%+3.1%0.003%
4/26/2024 Mitchell & Pahl Private Wealth LLC9,797$1.72M0.9%+4.2%0.001%
4/26/2024 Clear Creek Financial Management LLC3,271$573K0.1%+3.3%0.000%
4/26/2024 Quantum Financial Advisors LLC3,517$616K0.1%+27.0%0.000%
4/26/2024 Members Trust Co6,492$1.14M0.0%+1.6%0.000%
4/26/2024 SYSTM Wealth Solutions LLC62,078$10.92M1.4%-9.5%0.005%
4/26/2024 Sumitomo Life Insurance Co.21,138$3.70M0.1%+4.6%0.002%
4/26/2024 First Personal Financial Services35,163$6.15M1.4%+1.6%0.003%
4/26/2024 Pioneer Trust Bank N A OR61,077$10.69M3.0%+1.0%0.004%
4/26/2024 Mesirow Financial Investment Management Inc.214,655$37.57M0.9%N/A0.016%
4/26/2024 Patrick M Sweeney & Associates Inc.7,056$1.24M1.0%+0.9%0.001%
4/26/2024 Carr Financial Group Corp4,494$787K0.3%-21.8%0.000%
4/26/2024 Virginia Wealth Management Group Inc.18,188$3.18M2.6%+5.1%0.001%
4/26/2024 MONECO Advisors LLC10,646$1.86M0.3%+42.7%0.001%
4/26/2024 LifePro Asset Management3,471$607K0.4%+3.4%0.000%
4/26/2024 Sigma Investment Counselors Inc.4,244$743K0.0%+2.7%0.000%
4/26/2024 Verdence Capital Advisors LLC24,109$4.22M0.4%-0.4%0.002%
4/26/2024 Robinson Smith Wealth Advisors LLC3,982$697K0.7%-15.0%0.000%
4/26/2024 Emerald Advisors LLC5,934$1.04M0.2%+4.7%0.000%
4/26/2024 Caliber Wealth Management LLC13,680$2.39M1.3%+6.1%0.001%
4/26/2024 Checchi Capital Advisers LLC13,167$2.30M0.2%-4.0%0.001%
4/26/2024 Latitude Advisors LLC2,935$514K0.3%-13.4%0.000%
4/26/2024 Focused Investors Fund L P579,000$101.33M3.2%N/A0.042%
4/26/2024 Tritonpoint Wealth LLC56,615$9.41M0.9%-1.7%0.004%
4/26/2024 Meridian Wealth Management LLC57,785$10.11M1.7%+4.6%0.004%
4/26/2024 Bogart Wealth LLC67,875$11.88M0.6%+13.3%0.005%
4/25/2024 Alta Capital Management LLC17,227$3.02M0.2%+16.8%0.001%
4/25/2024 Jacobsen Capital Management1,330$233K0.1%-4.5%0.000%
4/25/2024 Lindbrook Capital LLC38,840$6.80M0.6%-1.3%0.003%
4/25/2024 New York State Teachers Retirement System1,360,864$238.17M0.5%-1.6%0.099%
4/25/2024 Cardinal Strategic Wealth Guidance1,742$305K0.1%-6.8%0.000%
4/25/2024 Horrell Capital Management Inc.30,621$5.36M1.5%+0.5%0.002%
4/25/2024 One Day In July LLC1,564$274K0.0%+19.8%0.000%
4/25/2024 Values Added Financial LLC1,596$279K0.2%-26.9%0.000%
4/25/2024 Lodestar Private Asset Management LLC8,186$1.43M0.2%-5.6%0.001%
4/25/2024 Mendota Financial Group LLC315$55K0.0%-33.3%0.000%
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4/25/2024 Center for Financial Planning Inc.10,363$1.81M0.3%+2.5%0.001%
4/25/2024 TRUE Private Wealth Advisors29,446$5.15M0.6%-6.8%0.002%
4/25/2024 Adell Harriman & Carpenter Inc.92,613$16.21M1.3%-6.2%0.007%
4/25/2024 Bank of New York Mellon Corp14,158,262$2.48B0.5%-0.5%1.030%
4/25/2024 Villere ST Denis J & Co. LLC156,207$27.34M2.2%-2.4%0.011%
4/25/2024 Strategy Asset Managers LLC6,632$1.16M0.2%+0.9%0.000%
4/25/2024 Kinneret Advisory LLC51,310$9.05M0.9%-0.3%0.004%
4/25/2024 Bridges Investment Management Inc.94,695$16.57M0.5%-6.5%0.007%
4/25/2024 Osborne Partners Capital Management LLC57,541$10.07M0.6%+3.4%0.004%
4/25/2024 Equitable Trust Co.29,866$5.23M0.4%+4.8%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. ($22.30B), 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 3,095 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 ($4.94M), Fisher Asset Management LLC ($4.40M), and Envestnet Asset Management Inc. ($3.74M).

How much institutional buying is happening at PepsiCo?

Institutional investors have bought a total of 713,455,603 shares in the last 24 months. This purchase volume represents approximately $156.73B in transactions.

Which PepsiCo major shareholders have been selling company stock?

Of the 2,541 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), Magellan Asset Management Ltd ($11.52M), Flossbach Von Storch AG ($4.81M), Capital Research Global Investors ($4.35M), Cottage Street Advisors LLC ($3.25M), Franklin Resources Inc. ($2.95M), and Fisher Asset Management LLC ($2.71M).

How much institutional selling is happening at PepsiCo?

Institutional investors have sold a total of 192,948,846 shares in the last 24 months. This volume of shares sold represents approximately $62.92B in transactions.


This page (NASDAQ:PEP) was last updated on 4/29/2024 by MarketBeat.com Staff

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