Who holds PEPticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PEPSICO INC · COM · quarter ended 2026-03-31 · 74 members disclosed PEP ↗

2,959

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$145B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,377

addsholders whose share count rose or who opened the position (new + add), by shares

236

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PEP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$18.0B	115,841,477	+273,374	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$13.8B	88,807,774	—	no prior
3	STATE STREET CORP	$9.2B	59,419,350	+26,735	add
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$5.7B	36,455,039	—	no prior
5	JPMORGAN CHASE & CO	$5.5B	34,798,932	+5,204,430	add
6	GEODE CAPITAL MANAGEMENT, LLC	$5.4B	34,611,819	+993,882	add
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$4.7B	30,210,808	+2,120,382	add
8	MORGAN STANLEY	$4.1B	26,581,174	+1,625,092	add
9	BANK OF AMERICA CORP /DE/	$3.3B	21,283,701	+133,325	add
10	NORTHERN TRUST CORP	$2.3B	14,853,134	−127,659	trim
11	FRANKLIN RESOURCES INC	$1.9B	12,113,736	−2,016,048	trim
12	Invesco Ltd.	$1.9B	12,060,682	−114,877	trim
13	Amundi	$1.8B	11,444,671	+1,647,506	add
14	WELLS FARGO & COMPANY/MN	$1.8B	11,437,360	+258,628	add
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.7B	11,268,348	+1,137,984	add
16	Bank of New York Mellon Corp	$1.7B	11,114,154	−319,810	trim
17	DEUTSCHE BANK AG\	$1.4B	9,012,904	−498,546	trim
18	Legal & General Group Plc	$1.4B	8,894,774	−110,795	trim
19	AMERIPRISE FINANCIAL INC	$1.3B	8,273,852	+1,139,853	add
20	DIMENSIONAL FUND ADVISORS LP	$1.2B	8,041,660	+110,346	add
21	FMR LLC	$1.2B	7,896,354	+1,180,534	add
22	VANGUARD FIDUCIARY TRUST CO	$1.2B	7,719,246	—	no prior
23	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.1B	7,276,739	−424,623	trim
24	ROYAL BANK OF CANADA	$1.1B	7,340,451	−345,993	trim
25	UBS Group AG	$1.1B	7,106,908	+147,795	add
26	STIFEL FINANCIAL CORP	$985M	6,341,641	−32,082	trim
27	AQR CAPITAL MANAGEMENT LLC	$909M	5,855,782	−729,500	trim
28	Nuveen, LLC	$782M	5,033,176	−686,071	trim
29	BARCLAYS PLC	$776M	4,995,316	+1,192,765	add
30	Capital Research Global Investors	$768M	4,945,285	−487,019	trim
31	FLOSSBACH VON STORCH SE	$734M	4,725,462	−1,382,214	trim
32	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$646M	4,160,441	0	no change
33	Swiss National Bank	$623M	4,012,800	+265,900	add
34	FIRST TRUST ADVISORS LP	$616M	3,964,236	+151,849	add
35	RAYMOND JAMES FINANCIAL INC	$577M	3,716,174	+472,596	add
36	HighTower Advisors, LLC	$574M	3,696,273	+274,252	add
37	HSBC HOLDINGS PLC	$563M	3,627,081	−4,451,467	trim
38	Sumitomo Mitsui Trust Group, Inc.	$550M	3,543,381	−86,654	trim
39	Holocene Advisors, LP	$547M	3,519,891	−127,888	trim
40	WELLINGTON MANAGEMENT GROUP LLP	$517M	3,330,338	−1,594,007	trim
41	CANADA PENSION PLAN INVESTMENT BOARD	$511M	3,288,048	+135,679	add
42	Mitsubishi UFJ Asset Management Co., Ltd.	$505M	3,251,492	+218,088	add
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$503M	3,241,048	−2,132,310	trim
44	National Pension Service	$502M	3,231,009	+3,231,009	new
45	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$481M	3,100,450	−924,577	trim
46	ProShare Advisors LLC	$476M	3,066,900	−339,908	trim
47	Vanguard Global Advisers, LLC	$472M	3,040,973	—	no prior
48	NORDEA INVESTMENT MANAGEMENT AB	$460M	2,963,383	+274,923	add
49	FEDERATED HERMES, INC.	$454M	2,926,665	+263,486	add
50	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$444M	2,859,983	+121,330	add
51	Focus Partners Wealth	$431M	2,773,442	+812,862	add
52	AMERICAN CENTURY COMPANIES INC	$429M	2,761,672	−235,837	trim
53	VANGUARD ASSET MANAGEMENT, Ltd	$428M	2,756,912	—	no prior
54	ALLIANCEBERNSTEIN L.P.	$425M	2,962,194	−340,073	trim
55	Fiera Capital Corp	$422M	2,715,499	−25,557	trim
56	ENVESTNET ASSET MANAGEMENT INC	$400M	2,577,628	+489,579	add
57	LPL Financial LLC	$388M	2,497,865	+42,402	add
58	VICTORY CAPITAL MANAGEMENT INC	$383M	2,467,725	−1,079,578	trim
59	Corient Private Wealth LLC	$371M	2,392,878	−2,734,675	trim
60	PineStone Asset Management Inc.	$370M	2,385,127	−140,821	trim
61	BANK OF MONTREAL /CAN/	$353M	2,270,571	−335,832	trim
62	TD ASSET MANAGEMENT INC	$346M	2,225,868	+1,087,814	add
63	CAPITAL ADVISORS INC/OK	$345M	2,224,007	+10,897	add
64	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$344M	2,212,293	−64,951	trim
65	NATIONAL BANK OF CANADA /FI/	$333M	2,142,689	−825,101	trim
66	YACKTMAN ASSET MANAGEMENT LP	$315M	2,027,967	−664	trim
67	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	$311M	2,000,000	0	no change
68	Man Group plc	$296M	1,906,348	+1,132,390	add
69	Allianz Asset Management GmbH	$296M	1,905,586	+318,954	add
70	CITIGROUP INC	$279M	1,796,716	−77,147	trim
71	Sanders Capital, LLC	$275M	1,773,582	−2,471,840	trim
72	PRINCIPAL FINANCIAL GROUP INC	$268M	1,728,927	+39,222	add
73	Universal- Beteiligungs- und Servicegesellschaft mbH	$267M	1,716,517	+100,349	add
74	AVIVA PLC	$254M	1,638,600	+33,438	add
75	NEW YORK STATE COMMON RETIREMENT FUND	$249M	1,605,862	−800	trim
76	Ilex Capital Partners (UK) LLP	$247M	1,588,220	+1,036,565	add
77	US BANCORP \DE\	$246M	1,585,622	−19,104	trim
78	Mirae Asset Global Investments Co., Ltd.	$236M	1,521,362	+155,832	add
79	Guinness Asset Management LTD	$223M	1,442,891	−94,076	trim
80	LAZARD ASSET MANAGEMENT LLC	$219M	1,407,731	+336,676	add
81	ROYAL LONDON ASSET MANAGEMENT LTD	$216M	1,393,887	+24,672	add
82	Qube Research & Technologies Ltd	$215M	1,384,250	+409,237	add
83	Capital World Investors	$210M	1,352,316	+991,880	add
84	1832 Asset Management L.P.	$201M	1,292,884	−3,470	trim
85	WORLDQUANT MILLENNIUM ADVISORS LLC	$198M	1,277,320	+807,223	add
86	Lindsell Train Ltd	$198M	1,277,185	−524,786	trim
87	Elliott Investment Management L.P.	$198M	1,275,000	0	no change
88	BAHL & GAYNOR INC	$197M	1,266,056	−23,057	trim
89	BNP Paribas Asset Management Holding S.A.	$191M	1,230,487	−512,512	trim
90	VOYA INVESTMENT MANAGEMENT LLC	$190M	1,223,645	+804,660	add
91	Korea Investment CORP	$188M	1,211,327	+210,312	add
92	Aberdeen Group plc	$187M	1,204,903	+30,057	add
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$187M	1,202,074	−5,850	trim
94	Mitsubishi UFJ Trust & Banking Corp	$186M	1,199,975	+81,946	add
95	NOMURA ASSET MANAGEMENT CO LTD	$179M	1,155,482	+27,839	add
96	Daiwa Securities Group Inc.	$179M	1,152,702	+752,336	add
97	Haverford Trust Co	$177M	1,139,111	+9,909	add
98	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$169M	1,089,581	−225,427	trim
99	SCHRODER INVESTMENT MANAGEMENT GROUP	$169M	1,076,823	+175,791	add
100	Focused Investors LLC	$167M	1,072,750	−28,000	trim
101	GQG Partners LLC	$165M	1,061,310	+1,061,310	new
102	KEYBANK NATIONAL ASSOCIATION/OH	$164M	1,053,501	+15,660	add
103	STOREBRAND ASSET MANAGEMENT AS	$162M	1,041,556	—	no prior
104	ING GROEP NV	$161M	1,037,363	+412,014	add
105	Cerity Partners LLC	$161M	1,034,978	−3,734	trim
106	Mariner, LLC	$161M	1,034,418	+51,897	add
107	M&T BANK CORP	$160M	1,030,582	−33,269	trim
108	FIFTH THIRD BANCORP	$159M	1,026,818	+456,941	add
109	Baird Financial Group, Inc.	$159M	1,023,213	+1,023,213	new
110	Robeco Institutional Asset Management B.V.	$159M	1,022,850	+388,872	add
111	TRUIST FINANCIAL CORP	$159M	1,022,738	−9,403	trim
112	Neuberger Berman Group LLC	$157M	1,012,020	+73,476	add
113	DANSKE BANK A/S	$157M	1,010,393	+7,575	add
114	MACKENZIE FINANCIAL CORP	$153M	988,386	+88,671	add
115	MILLENNIUM MANAGEMENT LLC	$150M	968,159	−323,787	trim
116	NEOS Investment Management LLC	$147M	949,212	+197,898	add
117	BANK OF NOVA SCOTIA	$146M	943,071	−134,729	trim
118	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$145M	933,384	−24,309	trim
119	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$143M	919,331	+7,917	add
120	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$143M	918,954	+94,365	add
121	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$143M	984,358	−293,980	trim
122	Creative Planning	$138M	885,786	+77,421	add
123	Swedbank AB	$137M	882,810	+69,064	add
124	ADAGE CAPITAL PARTNERS GP, L.L.C.	$137M	879,461	−153,418	trim
125	DnB Asset Management AS	$136M	878,114	+91,672	add
126	Pictet Asset Management Holding SA	$134M	864,818	+71,366	add
127	CIBC Bancorp USA Inc.	$133M	857,359	—	no prior
128	SEI INVESTMENTS CO	$133M	857,567	+149,480	add
129	APG Asset Management N.V.	$132M	982,387	+26,063	add
130	GLENMEDE TRUST CO NA	$132M	850,180	−3,766	trim
131	PFA Pension, Forsikringsaktieselskab	$128M	825,702	+825,702	new
132	Chevy Chase Trust Holdings, LLC	$126M	810,198	−16,086	trim
133	GREAT LAKES ADVISORS, LLC	$126M	808,377	+20,353	add
134	KING LUTHER CAPITAL MANAGEMENT CORP	$125M	804,568	−28,580	trim
135	Zurcher Kantonalbank (Zurich Cantonalbank)	$120M	773,376	+773,376	new
136	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$120M	772,134	+290,050	add
137	Life Cycle Investment Partners Ltd	$117M	754,484	+258,110	add
138	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$117M	750,658	−436,129	trim
139	Rockefeller Capital Management L.P.	$116M	747,629	+11,703	add
140	STATE OF WISCONSIN INVESTMENT BOARD	$114M	732,192	+16,268	add
141	CIBC Asset Management Inc	$111M	716,073	−1,238	trim
142	Cetera Investment Advisers	$110M	705,976	+36,756	add
143	Marex Group Ltd	$109M	702,660	+671,426	add
144	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$107M	692,122	+49,255	add
145	COMMONWEALTH EQUITY SERVICES, LLC	$107M	686,661	−17,219	trim
146	Vanguard Investments Australia, Ltd.	$106M	682,209	—	no prior
147	Asset Management One Co., Ltd.	$105M	678,813	+38,973	add
148	COMMERCE BANK	$105M	676,923	+22,453	add
149	TEACHER RETIREMENT SYSTEM OF TEXAS	$102M	653,762	+160,910	add
150	Quantinno Capital Management LP	$99.1M	637,889	+103,635	add
151	Mondrian Investment Partners LTD	$97.4M	627,495	−7,217	trim
152	BAILLIE GIFFORD & CO	$97.4M	627,294	−22,928	trim
153	ZACKS INVESTMENT MANAGEMENT	$97.3M	626,822	+12,093	add
154	Trexquant Investment LP	$96.9M	624,161	+385,300	add
155	TORONTO DOMINION BANK	$96.2M	619,192	−355,164	trim
156	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$94.8M	610,358	−402,880	trim
157	Squarepoint Ops LLC	$92.9M	598,403	−138,036	trim
158	KLP KAPITALFORVALTNING AS	$91.7M	590,796	+42,200	add
159	DAVENPORT & Co LLC	$90.7M	583,032	+35,137	add
160	Temasek Holdings (Private) Ltd	$90.0M	579,619	+22,193	add
161	MUFG Securities EMEA plc	$87.7M	565,055	+370,210	add
162	FIRST FINANCIAL BANKSHARES INC	$86.1M	554,758	+16,732	add
163	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$85.7M	551,803	+253	add
164	GUGGENHEIM CAPITAL LLC	$85.4M	550,120	−51,262	trim
165	JOHNSON INVESTMENT COUNSEL INC	$85.2M	548,387	+1,829	add
166	BLAIR WILLIAM & CO/IL	$84.9M	546,566	+10,480	add
167	SCOTIA CAPITAL INC.	$84.0M	541,084	−36,453	trim
168	BARTLETT & CO. WEALTH MANAGEMENT LLC	$82.8M	535,756	−20,503	trim
169	JENNISON ASSOCIATES LLC	$82.2M	529,129	+323,278	add
170	Resona Asset Management Co.,Ltd.	$82.0M	527,145	+8,597	add
171	D.A. DAVIDSON & CO.	$81.4M	524,014	+11,296	add
172	Lansforsakringar Fondforvaltning AB (publ)	$79.9M	514,552	+73,311	add
173	OSAIC HOLDINGS, INC.	$78.5M	504,900	+30,527	add
174	Douglas Lane & Associates, LLC	$78.4M	504,616	+24,987	add
175	Clearbridge Investments, LLC	$77.4M	498,224	−53,760	trim
176	Swiss Life Asset Management Ltd	$75.6M	486,685	+71,414	add
177	B. Metzler seel. Sohn & Co. AG	$73.5M	473,592	−156,691	trim
178	Contrarius Group Holdings Ltd	$73.4M	472,477	+472,477	new
179	State of New Jersey Common Pension Fund D	$73.2M	471,068	0	no change
180	AustralianSuper Pty Ltd	$72.9M	469,322	+455,000	add
181	SCOPUS ASSET MANAGEMENT, L.P.	$70.9M	456,875	+131,875	add
182	Vontobel Holding Ltd.	$70.9M	456,432	+16,488	add
183	&PARTNERS	$70.0M	450,697	+13,186	add
184	NOMURA HOLDINGS INC	$69.6M	448,355	−1,293,812	trim
185	SEB Asset Management AB	$69.5M	447,671	—	no prior
186	ASR Vermogensbeheer N.V.	$68.1M	438,353	+4,388	add
187	EP Wealth Advisors, LLC	$68.0M	438,065	+1,595	add
188	BRADLEY FOSTER & SARGENT INC/CT	$65.8M	423,836	−14,486	trim
189	KLINGENSTEIN FIELDS & CO LP	$65.7M	423,269	−3,583	trim
190	MERCER GLOBAL ADVISORS INC /ADV	$65.3M	420,299	+10,290	add
191	CWM, LLC	$64.8M	417,147	−97,465	trim
192	WELCH & FORBES LLC	$64.6M	415,977	−13,196	trim
193	IEQ CAPITAL, LLC	$64.5M	415,088	−82,407	trim
194	D. E. Shaw & Co., Inc.	$64.3M	414,190	+229,697	add
195	KORNITZER CAPITAL MANAGEMENT INC /KS	$63.2M	407,008	−3,189	trim
196	Tredje AP-fonden	$62.8M	404,347	+404,347	new
197	Retirement Systems of Alabama	$62.7M	403,620	−660	trim
198	CIBC WORLD MARKET INC.	$62.6M	402,982	−344,178	trim
199	Eurizon Capital SGR S.p.A.	$61.1M	392,692	−39,786	trim
200	NISSAY ASSET MANAGEMENT CORP /JAPAN	$59.9M	385,793	+11,489	add
201	J. Safra Sarasin Holding AG	$59.9M	385,731	+16,702	add
202	LGT Group Foundation	$59.8M	385,269	+59,611	add
203	WESTWOOD HOLDINGS GROUP INC	$59.5M	383,328	+29,402	add
204	Vest Financial, LLC	$59.5M	383,115	+33,836	add
205	Midwest Trust Co	$59.5M	382,857	+17,816	add
206	CITADEL ADVISORS LLC	$58.9M	379,118	−1,316,497	trim
207	Arizona State Retirement System	$58.2M	374,627	−9,575	trim
208	Czech National Bank	$57.8M	372,201	+11,654	add
209	NISA INVESTMENT ADVISORS, LLC	$57.6M	370,682	−454,626	trim
210	BROWN ADVISORY INC	$57.3M	369,026	+25,402	add
211	EVERETT HARRIS & CO /CA/	$57.2M	368,214	−16,500	trim
212	STATE OF MICHIGAN RETIREMENT SYSTEM	$56.7M	365,122	−1,000	trim
213	NICHOLS & PRATT ADVISERS LLP /MA	$55.7M	358,612	+1,265	add
214	ROCKLAND TRUST CO	$54.8M	353,103	−8,868	trim
215	Assenagon Asset Management S.A.	$54.8M	353,018	−1,515,151	trim
216	UniSuper Management Pty Ltd	$54.4M	350,440	−7,236	trim
217	MACQUARIE GROUP LTD	$54.0M	347,750	−390,192	trim
218	Epoch Investment Partners, Inc.	$53.9M	346,962	+7,777	add
219	PANAGORA ASSET MANAGEMENT INC	$53.4M	343,986	−54,263	trim
220	Auto-Owners Insurance Co	$53.3M	343,178	0	no change
221	Welch Group, LLC	$52.8M	339,979	+339,979	new
222	MAI Capital Management	$52.7M	339,630	−2,575	trim
223	Clark Capital Management Group, Inc.	$52.7M	339,289	+333,052	add
224	Advisors Capital Management, LLC	$52.7M	339,171	+99,448	add
225	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$52.5M	338,399	+50,749	add
226	BALYASNY ASSET MANAGEMENT L.P.	$52.3M	337,068	−882,003	trim
227	MetLife Investment Management, LLC	$50.9M	327,860	−9,021	trim
228	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$49.4M	318,351	+300	add
229	Sterling Capital Management LLC	$47.8M	308,084	−8,406	trim
230	DAVIS R M INC	$47.8M	307,754	−6,176	trim
231	CORDA Investment Management, LLC.	$46.9M	302,262	+1,304	add
232	BLI - Banque de Luxembourg Investments	$46.7M	329,172	+329,172	new
233	GATEWAY INVESTMENT ADVISERS LLC	$46.7M	300,447	+2,613	add
234	Clear Street Group Inc.	$46.6M	300,000	−270,000	trim
235	Cohen Klingenstein LLC	$45.9M	295,866	0	no change
236	Zurich Insurance Group Ltd/FI	$45.1M	290,639	+126,359	add
237	Cresset Asset Management, LLC	$45.1M	290,275	−6,094	trim
238	Rakuten Investment Management, Inc.	$44.5M	283,801	+29,928	add
239	XPONANCE LLC	$44.2M	284,892	+30,210	add
240	SALEM INVESTMENT COUNSELORS INC	$44.2M	284,753	−121	trim
241	Andra AP-fonden	$43.2M	278,094	+196,177	add
242	EXCHANGE TRADED CONCEPTS, LLC	$42.7M	275,249	+895	add
243	Azimuth Capital Investment Management LLC	$42.7M	275,069	+73,108	add
244	IFM Investors Pty Ltd	$42.4M	273,135	+12,472	add
245	CAMBIAR INVESTORS LLC	$42.2M	271,725	−4,819	trim
246	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$42.1M	271,146	+271,146	new
247	Wealthfront Advisers LLC	$40.5M	260,715	+19,505	add
248	Calamos Advisors LLC	$40.4M	260,235	+70,041	add
249	SMITH CHAS P & ASSOCIATES PA CPAS	$40.4M	260,028	+294	add
250	Mediolanum International Funds Ltd	$39.9M	254,688	+46,549	add
251	ABSHER WEALTH MANAGEMENT, LLC	$39.8M	256,014	+2,245	add
252	Vinva Investment Management Ltd	$39.4M	251,313	+46,696	add
253	Freestone Grove Partners LP	$39.1M	251,636	−110,283	trim
254	Varma Mutual Pension Insurance Co	$38.3M	246,557	0	no change
255	Beacon Pointe Advisors, LLC	$37.6M	242,447	+98,759	add
256	MATRIX ASSET ADVISORS INC/NY	$37.5M	241,281	+36,613	add
257	Tidal Investments LLC	$37.1M	238,536	+95,455	add
258	Kestra Advisory Services, LLC	$36.1M	232,363	+18,187	add
259	MEYER HANDELMAN CO	$36.0M	231,654	−1,025	trim
260	NewEdge Advisors, LLC	$35.7M	229,954	+229,954	new
261	CONNING INC.	$35.6M	229,287	−3,225	trim
262	USS Investment Management Ltd	$35.6M	229,257	+3,752	add
263	Willis Investment Counsel	$35.6M	229,052	+402	add
264	Aptus Capital Advisors, LLC	$35.5M	228,499	+10,108	add
265	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$35.3M	227,031	+22,504	add
266	Delta Global Management LP	$34.7M	223,715	+75,315	add
267	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$34.7M	223,571	+237	add
268	Clearstead Advisors, LLC	$34.7M	223,452	+14,978	add
269	Utah Retirement Systems	$34.6M	222,793	−3,763	trim
270	PUBLIC SECTOR PENSION INVESTMENT BOARD	$34.1M	219,808	−610,378	trim
271	JOURNEY STRATEGIC WEALTH LLC	$34.1M	219,322	−583	trim
272	MML INVESTORS SERVICES, LLC	$34.0M	218,625	−27,650	trim
273	Verity & Verity, LLC	$33.7M	217,067	+3,854	add
274	FIDUCIARY TRUST CO	$33.5M	215,996	−6,795	trim
275	Pathstone Holdings, LLC	$33.1M	213,247	−12,408	trim
276	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$33.0M	212,252	−30,379	trim
277	WATERS PARKERSON & CO., LLC	$32.8M	211,494	+944	add
278	Sanctuary Advisors, LLC	$32.7M	210,731	+11,952	add
279	Aviso Financial Inc.	$32.5M	209,379	+1,209	add
280	CREDIT AGRICOLE S A	$32.2M	207,542	−781,446	trim
281	TD Waterhouse Canada Inc.	$31.8M	205,930	+114,701	add
282	Empowered Funds, LLC	$31.7M	203,976	+203,976	new
283	OPPENHEIMER ASSET MANAGEMENT INC.	$31.5M	203,161	+40,919	add
284	TCTC Holdings, LLC	$30.9M	198,987	−404	trim
285	Sumitomo Mitsui DS Asset Management Company, Ltd	$30.6M	197,297	+8,839	add
286	Troy Asset Management Ltd	$30.5M	196,609	−56,311	trim
287	Federation des caisses Desjardins du Quebec	$30.5M	196,102	+33,199	add
288	Tyche Wealth Partners LLC	$30.5M	196,102	−687	trim
289	Waverly Advisors, LLC	$30.2M	194,605	−14,504	trim
290	Systematic Alpha Investments, LLC	$30.0M	193,425	0	no change
291	Mesirow Financial Investment Management, Inc.	$29.6M	190,712	+104,632	add
292	QRG CAPITAL MANAGEMENT, INC.	$29.6M	190,310	+26,372	add
293	Vanguard Personalized Indexing Management, LLC	$29.5M	189,942	+14,887	add
294	BANQUE PICTET & CIE SA	$29.3M	188,632	−6,994	trim
295	Janus Henderson Group Ltd.	$29.2M	188,029	+41,478	add
296	Woodline Partners LP	$29.2M	187,784	−33,085	trim
297	PINNACLE ASSOCIATES LTD	$29.0M	186,716	−1,925	trim
298	Birch Hill Investment Advisors LLC	$28.8M	185,475	+900	add
299	Madison Asset Management, LLC	$28.6M	184,455	+11,164	add
300	CRAWFORD INVESTMENT COUNSEL INC	$28.3M	182,152	+43,670	add
301	MARTINGALE ASSET MANAGEMENT L P	$27.7M	178,655	−1,470	trim
302	BERKSHIRE ASSET MANAGEMENT LLC/PA	$27.5M	176,906	+2,864	add
303	ADAMS DIVERSIFIED EQUITY FUND, INC.	$27.5M	176,776	+138,200	add
304	HANCOCK WHITNEY CORP	$27.4M	175,933	−262	trim
305	STEPHENS INC /AR/	$27.3M	173,304	+39,516	add
306	Saratoga Research & Investment Management	$26.9M	173,317	+1,035	add
307	Illinois Municipal Retirement Fund	$26.8M	172,456	−38,627	trim
308	Lido Advisors, LLC	$26.6M	171,517	+39,507	add
309	FARMERS & MERCHANTS INVESTMENTS INC	$26.3M	169,402	+4,559	add
310	Arbejdsmarkedets Tillaegspension	$26.1M	168,249	+168,249	new
311	RWC Asset Management LLP	$26.0M	167,681	−6,014	trim
312	Chesley Taft & Associates LLC	$25.9M	166,969	−8,619	trim
313	Private Advisor Group, LLC	$25.9M	166,671	+4,586	add
314	YOUSIF CAPITAL MANAGEMENT, LLC	$25.6M	164,954	−2,642	trim
315	Avanza Fonder AB	$25.3M	162,671	+4,587	add
316	SHELTON CAPITAL MANAGEMENT	$25.1M	161,424	−3,086	trim
317	Wilmington Savings Fund Society, FSB	$25.0M	160,907	−5,213	trim
318	Parallax Volatility Advisers, L.P.	$24.9M	160,141	+97,720	add
319	FIRST NATIONAL BANK OF OMAHA	$24.9M	159,868	+133	add
320	Steward Partners Investment Advisory, LLC	$24.8M	159,989	+3,467	add
321	FRANKLIN STREET ADVISORS INC /NC	$24.7M	159,282	−33,339	trim
322	Rafferty Asset Management, LLC	$24.5M	157,687	−39,613	trim
323	SUMMITRY LLC	$24.3M	156,795	+152,524	add
324	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$24.3M	156,504	−93	trim
325	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$23.8M	153,540	+323	add
326	COUNTRY TRUST BANK	$23.8M	153,006	−13,419	trim
327	Candriam S.C.A.	$23.7M	152,430	−23,925	trim
328	Modera Wealth Management, LLC	$23.7M	152,360	+2,803	add
329	KESTRA PRIVATE WEALTH SERVICES, LLC	$23.5M	151,617	+5,477	add
330	Fidelity National Financial, Inc.	$23.3M	150,000	0	no change
331	CENTRAL TRUST Co	$23.2M	149,676	−4,787	trim
332	HB Wealth Management, LLC	$23.2M	149,599	+1,032	add
333	RBO & CO LLC	$23.2M	149,250	−2,751	trim
334	Telos Capital Management, Inc.	$22.8M	146,911	+669	add
335	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$22.6M	145,415	−1,456	trim
336	REGIONS FINANCIAL CORP	$22.5M	145,183	−4,852	trim
337	Merit Financial Group, LLC	$22.3M	143,441	+6,806	add
338	COERENTE CAPITAL MANAGEMENT	$22.2M	143,096	+1,099	add
339	Orion Porfolio Solutions, LLC	$21.9M	140,789	−6,769	trim
340	GODSEY & GIBB, INC	$21.8M	140,453	+3,352	add
341	AE Wealth Management LLC	$21.8M	140,449	+7,981	add
342	ASSETMARK, INC	$21.7M	139,752	−8,319	trim
343	VILLERE ST DENIS J & CO LLC	$21.5M	138,308	−6,025	trim
344	DDD Partners, LLC	$21.4M	137,730	+471	add
345	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$21.3M	137,370	+57,630	add
346	Gotham Asset Management, LLC	$21.3M	137,018	+88,848	add
347	OMERS ADMINISTRATION Corp	$21.2M	136,228	+18,729	add
348	TORRAY INVESTMENT PARTNERS LLC	$21.1M	135,967	+293	add
349	CONNORS INVESTOR SERVICES INC	$21.1M	135,652	−275	trim
350	ASSOCIATED BANC-CORP	$21.0M	134,981	−3,519	trim
351	NATIXIS	$20.8M	134,127	+77,371	add
352	OPPENHEIMER & CO INC	$20.8M	133,806	+4,423	add
353	Callahan Advisors, LLC	$20.6M	132,726	+2,435	add
354	Henshaw Capital LLC	$20.3M	130,666	—	no prior
355	GENERAL AMERICAN INVESTORS CO INC	$20.2M	130,000	−10,000	trim
356	WINDWARD CAPITAL MANAGEMENT CO /CA	$20.2M	129,910	+19,258	add
357	ANCHOR CAPITAL ADVISORS LLC	$20.1M	129,592	+2,590	add
358	EFG International AG	$19.9M	128,246	−124,582	trim
359	Dai-ichi Life Insurance Company, Ltd	$19.9M	128,051	−8,316	trim
360	Cannell & Spears LLC	$19.8M	127,782	−2,636	trim
361	KANAWHA CAPITAL MANAGEMENT LLC	$19.8M	127,485	+2,394	add
362	Hendershot Investments Inc.	$19.6M	126,445	+2,809	add
363	Norinchukin Bank, The	$19.5M	125,685	+4,548	add
364	Smith Salley Wealth Management	$19.4M	125,176	+4,547	add
365	ABN AMRO INVESTMENT SOLUTIONS	$19.3M	124,195	+7,258	add
366	Titan Investment Solutions Ltd	$19.3M	123,995	+123,995	new
367	Sone Capital Management, LLC	$19.2M	123,824	+70,247	add
368	BOKF, NA	$19.1M	122,765	−2,073	trim
369	ARGENT CAPITAL MANAGEMENT LLC	$19.0M	122,079	−11,231	trim
370	SIMPLEX TRADING, LLC	$18.9M	121,557	+121,557	new
371	Pinnacle Financial Partners, Inc.	$18.8M	120,885	+1,236	add
372	Miramar Capital, LLC	$18.8M	120,779	−3,130	trim
373	Americana Partners, LLC	$18.8M	120,749	+3,386	add
374	Sequoia Financial Advisors, LLC	$18.7M	120,353	−7,926	trim
375	Van Hulzen Asset Management, LLC	$18.6M	120,083	+2,471	add
376	Allspring Global Investments Holdings, LLC	$18.6M	120,576	−41,362	trim
377	JB Capital LLC	$18.6M	120,046	+34,334	add
378	Atlantic Union Bankshares Corp	$18.6M	119,461	+6,157	add
379	ALBION FINANCIAL GROUP /UT	$18.3M	117,573	+79,385	add
380	Allworth Financial LP	$18.2M	117,057	−3,028	trim
381	Stack Financial Management, Inc	$18.2M	117,045	+684	add
382	Concurrent Investment Advisors, LLC	$18.0M	115,844	+2,433	add
383	Meiji Yasuda Asset Management Co Ltd.	$18.0M	115,836	−11,505	trim
384	Envestnet Portfolio Solutions, Inc.	$18.0M	115,793	−6,725	trim
385	Investment Management Corp of Ontario	$17.7M	113,961	−9,320	trim
386	Palisade Asset Management, LLC	$17.7M	113,778	−715	trim
387	Generali Asset Management SPA SGR	$17.6M	113,159	+2,755	add
388	Ally Financial Inc.	$17.5M	113,000	0	no change
389	INTECH INVESTMENT MANAGEMENT LLC	$17.2M	111,079	−3,480	trim
390	Apollon Wealth Management, LLC	$17.2M	110,882	−7,188	trim
391	Foster Victor Wealth Advisors, LLC	$17.2M	110,244	+10,979	add
392	HM PAYSON & CO	$17.1M	110,205	−1,391	trim
393	RBF Capital, LLC	$16.8M	108,400	−108,400	trim
394	CCM INVESTMENT ADVISERS LLC	$16.7M	107,329	−135	trim
395	Atria Investments, Inc	$16.3M	104,952	+5,107	add
396	MOODY LYNN LIEBERSON & WALKER, LLC	$16.3M	104,913	+22,330	add
397	HUNTINGTON NATIONAL BANK	$16.1M	103,823	+103,823	new
398	Bridgewater Associates, LP	$16.1M	103,612	+19,638	add
399	Prospera Financial Services Inc	$16.1M	103,436	−1,232	trim
400	TWO SIGMA INVESTMENTS, LP	$16.0M	103,298	+58,300	add
401	Gallacher Capital Management LLC	$15.9M	102,541	−197	trim
402	FIRST MANHATTAN CO. LLC.	$15.9M	102,477	−23,397	trim
403	Choate Investment Advisors	$15.9M	102,100	−2,339	trim
404	GUYASUTA INVESTMENT ADVISORS INC	$15.8M	102,053	−2,087	trim
405	Moors & Cabot, Inc.	$15.8M	101,796	−2,415	trim
406	Stockman Wealth Management, Inc.	$15.6M	100,709	+11,415	add
407	MIRAE ASSET SECURITIES (USA) INC.	$15.6M	100,547	+100,547	new
408	SteelPeak Wealth, LLC	$15.6M	100,290	−1,781	trim
409	HOWE & RUSLING INC	$15.5M	100,015	+5,459	add
410	PARTHENON LLC	$15.5M	99,973	−992	trim
411	Night Squared LP	$15.4M	99,136	+99,136	new
412	Moran Wealth Management, LLC	$15.3M	98,836	+10,864	add
413	PROFUND ADVISORS LLC	$15.2M	97,702	−20,090	trim
414	DJE Kapital AG	$15.2M	96,759	+56,459	add
415	Bank Julius Baer & Co. Ltd, Zurich	$15.0M	96,085	−9,132	trim
416	MARKEL GROUP INC.	$14.9M	96,210	0	no change
417	WHITTIER TRUST CO	$14.8M	94,504	−2,580	trim
418	CHOREO, LLC	$14.6M	94,147	+6,004	add
419	Ameritas Investment Partners, Inc.	$14.4M	93,020	+817	add
420	FIRST CITIZENS BANK & TRUST CO	$14.4M	92,550	+1,131	add
421	FORBES J M & CO LLP	$14.3M	91,913	+262	add
422	Eldred Rock Partners, LLC	$14.1M	91,061	+1,560	add
423	Equitable Holdings, Inc.	$14.1M	94,329	+58,567	add
424	Coleford Investment Management Ltd.	$14.1M	90,595	+1,215	add
425	Crossmark Global Holdings, Inc.	$14.0M	90,428	—	no prior
426	Snowden Capital Advisors LLC	$13.9M	89,785	+10,123	add
427	Diversified Trust Co	$13.8M	89,115	+11,709	add
428	Advisors Asset Management, Inc.	$13.8M	89,018	−1,966	trim
429	Savant Capital, LLC	$13.7M	88,483	+7,422	add
430	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$13.7M	88,072	+4,450	add
431	Glenview Trust Co	$13.7M	88,029	−1,881	trim
432	CITIZENS FINANCIAL GROUP INC/RI	$13.7M	87,927	−1,928	trim
433	MONTAG A & ASSOCIATES INC	$13.6M	87,470	−612	trim
434	TOWER BRIDGE ADVISORS	$13.6M	87,426	+2,438	add
435	Cornerstone Capital, Inc.	$13.3M	85,728	−134	trim
436	Blue Chip Partners, LLC	$13.3M	85,497	+4,776	add
437	LMCG INVESTMENTS, LLC	$13.2M	85,255	+26,090	add
438	TCV Trust & Wealth Management, Inc.	$13.2M	84,829	−789	trim
439	ALLIANZ SE	$13.1M	84,600	+9,077	add
440	Grantham, Mayo, Van Otterloo & Co. LLC	$13.1M	84,220	−14,824	trim
441	FOUNDERS CAPITAL MANAGEMENT, LLC	$13.0M	83,921	+42	add
442	Evercore Wealth Management, LLC	$13.0M	83,696	−8,607	trim
443	Y-Intercept (Hong Kong) Ltd	$13.0M	83,442	+65,632	add
444	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$13.0M	83,360	−18,671	trim
445	National Philanthropic Trust	$12.9M	83,357	—	no prior
446	JONES FINANCIAL COMPANIES LLLP	$12.9M	82,772	+4,281	add
447	MIZUHO SECURITIES USA LLC	$12.8M	82,620	−16,941	trim
448	Marble Harbor Investment Counsel, LLC	$12.7M	81,649	+101	add
449	BENJAMIN EDWARDS INC	$12.7M	81,467	+6,916	add
450	JENSEN INVESTMENT MANAGEMENT INC	$12.6M	81,335	−667	trim
451	JANE STREET GROUP, LLC	$12.5M	80,722	+21,294	add
452	WHITTIER TRUST CO OF NEVADA INC	$12.5M	79,936	−491	trim
453	Philip James Wealth Mangement, LLC	$12.5M	80,621	+174	add
454	BARR E S & CO	$12.5M	80,439	−5,755	trim
455	Ramsay, Stattman, Vela & Price, Inc.	$12.4M	80,053	−6,373	trim
456	Van Cleef Asset Management,Inc	$12.4M	79,830	−269	trim
457	MASTERINVEST Kapitalanlage GmbH	$12.3M	79,242	+5,251	add
458	BAILARD, INC.	$12.3M	79,238	+24	add
459	AUXIER ASSET MANAGEMENT LLC	$12.2M	78,464	−440	trim
460	THOMPSON INVESTMENT MANAGEMENT, INC.	$12.1M	77,978	−194	trim
461	HARTFORD INVESTMENT MANAGEMENT CO	$12.1M	77,852	−1,061	trim
462	HIGHLAND CAPITAL MANAGEMENT, LLC	$12.0M	77,120	+623	add
463	FACTORY MUTUAL INSURANCE CO	$12.0M	77,000	+2,400	add
464	NorthCrest Asset Manangement, LLC	$11.9M	75,549	−47,365	trim
465	Ethic Inc.	$11.9M	76,336	+16,215	add
466	Poehling Capital Management, INC.	$11.8M	76,129	+5,780	add
467	UMB Bank, n.a.	$11.7M	75,064	−5,534	trim
468	Cassaday & Co Wealth Management LLC	$11.6M	74,914	−13	trim
469	OneDigital Investment Advisors LLC	$11.5M	73,778	−4,286	trim
470	Wealth Advisory Solutions, LLC	$11.5M	73,734	+981	add
471	AG2R LA MONDIALE GESTION D'ACTIFS	$11.4M	73,582	+974	add
472	GRIMES & Co WEALTH MANAGEMENT, LLC	$11.4M	73,278	+1,298	add
473	Carnegie Investment Counsel	$11.4M	73,184	−2,272	trim
474	Focus Partners Advisor Solutions, LLC	$11.3M	72,643	−32,537	trim
475	AlTi Global, Inc.	$11.3M	72,334	+659	add
476	Bragg Financial Advisors, Inc	$11.2M	72,124	+2,557	add
477	Violich Capital Management, Inc.	$11.2M	72,124	−882	trim
478	Cardinal Point Capital Management ULC	$11.1M	71,531	+314	add
479	Sky Investment Group LLC	$11.0M	71,055	−1,028	trim
480	NBT BANK, N.A.	$11.0M	70,869	−1,630	trim
481	JLB & ASSOCIATES INC	$10.9M	70,351	+480	add
482	TOCQUEVILLE ASSET MANAGEMENT L.P.	$10.9M	70,146	−47,383	trim
483	Elo Mutual Pension Insurance Co	$10.8M	69,808	−83,071	trim
484	Independent Advisor Alliance	$10.8M	69,681	−412	trim
485	AXXCESS WEALTH MANAGEMENT, LLC	$10.8M	69,474	+2,215	add
486	First Nebraska Trust Co	$10.8M	69,431	—	no prior
487	Maryland State Retirement & Pension System	$10.7M	69,161	+852	add
488	Lombard Odier Asset Management (Switzerland) SA	$10.7M	68,989	−1,700	trim
489	Dakota Wealth Management	$10.7M	68,952	−2,548	trim
490	Badgley Phelps Wealth Managers, LLC	$10.7M	68,914	−34,157	trim
491	Strategic Wealth Investment Group, LLC	$10.7M	68,627	+487	add
492	Stratos Wealth Partners, LTD.	$10.7M	68,596	−919	trim
493	Caption Management, LLC	$10.6M	68,500	+68,500	new
494	Calamos Wealth Management LLC	$10.6M	68,377	+58,171	add
495	Generali Investments CEE, investicni spolecnost, a.s.	$10.6M	68,331	−1,174	trim
496	TECTONIC ADVISORS LLC	$10.6M	68,296	−1,088	trim
497	ENTERPRISE FINANCIAL SERVICES CORP	$10.5M	67,716	−486	trim
498	DAYMARK WEALTH PARTNERS, LLC	$10.5M	67,544	+696	add
499	TOMPKINS FINANCIAL CORP	$10.4M	67,078	+1,383	add
500	Fiduciary Group, LLC	$10.4M	66,725	−255	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PEP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Keith Self R–TX-3 $2K–$30K
Sellers: 3 Tommy Tuberville R–AL, Mike Kelly R–PA-16, Richard McCormick R–GA-7 $32K–$130K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Bridgewater Associates, Caxton Associates $37.6M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PEPSICO INC

Merged timeline of congressional filings and notable-manager moves on PEP
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-08-12	Mike Kelly Congress	Sale	$15K–$50K
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-06-30	Keith Self Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+88,848 sh
2026-05-15	Bridgewater Associates 13F	add	+19,638 sh
2026-05-14	Caxton Associates 13F	new	+1,722 sh

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

74 members of Congress disclosed PEP — the congressional view ↗