| 4 | Invesco Ltd. | 43.1M | $5.84B | +50.3% | 3.156% | 0.46% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 37.2M | $5.03B | +1.9% | 2.720% | 0.23% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 36.1M | $4.89B | +19.5% | 2.643% | 0.65% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 35.0M | $4.73B | +1.1% | 2.561% | 0.25% |
| 8 | JPMORGAN CHASE & CO | 30.6M | $4.24B | -12.1% | 2.240% | 0.23% |
| 9 | MORGAN STANLEY | 26.6M | $3.60B | +0.1% | 1.948% | 0.19% |
| 10 | BANK OF AMERICA CORP /DE/ | 20.4M | $2.76B | -4.4% | 1.490% | 0.18% |
| 11 | NORGES BANK | 19.4M | $2.63B | — | 1.421% | 0.26% |
| 12 | GOLDMAN SACHS GROUP INC | 17.6M | $2.38B | +36.8% | 1.287% | 0.21% |
| 13 | NORTHERN TRUST CORP | 14.3M | $1.94B | -3.6% | 1.048% | 0.23% |
| 14 | FRANKLIN RESOURCES INC | 12.3M | $1.67B | +1.8% | 0.902% | 0.36% |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 11.8M | $1.60B | +4.9% | 0.865% | 0.29% |
| 16 | WELLS FARGO & COMPANY/MN | 11.3M | $1.53B | -1.5% | 0.826% | 0.25% |
| 17 | Bank of New York Mellon Corp | 10.7M | $1.45B | -3.6% | 0.784% | 0.24% |
| 18 | Legal & General Group Plc | 8.9M | $1.20B | -0.3% | 0.649% | 0.25% |
| 19 | Fisher Asset Management, LLC | 8.7M | $1.17B | +2.0% | 0.635% | 0.35% |
| 20 | DEUTSCHE BANK AG\ | 8.5M | $1.16B | -5.3% | 0.625% | 0.34% |
| 21 | ROYAL BANK OF CANADA | 8.5M | $1.15B | +11.5% | 0.621% | 0.17% |
| 22 | Amundi | 8.4M | $1.13B | -27.0% | 0.611% | 0.27% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 8.3M | $1.12B | +3.1% | 0.607% | 0.20% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 7.7M | $1.04B | -0.3% | 0.563% | 0.23% |
| 25 | CITADEL ADVISORS LLC | 7.4M | $998.7M | +175.7% | 0.540% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PEP — a direct measure of their conviction.
| 75.01% |
| 0.02 pp |
| $147.13B |
| 2.5% |
| Q4 2024 | 3,339 | +3.1% | 75.03% | +3.31 pp | $150.93B | 6.6% |
| Q3 2024 | 3,239 | — | 71.72% | — | $161.67B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
106 institutions opened new positions in PEP during Q2 2026, while 248 fully exited. 359 added to existing positions and 2,837 trimmed.
PEP institutional ownership rose by 2.75 percentage points quarter-over-quarter, with a net change of -108 holders.
The top 10 institutions account for 46.2% of all reported 13F value in PEP, and the top 25 account for 61.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
PepsiCo, Inc. (PEP) Institutional Ownership