Who holds ticker 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 · common stock · Q1 2026 · 74 members disclosed PEP ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,959 holders are listed, largest first: 2,959
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $145B
holders whose share count rose or who opened the position (new + add), by shares: 1,377
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 165

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of PEP ranked by reported value, 1–25 of 2,959 holders
#	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

Show the top 500 of 2,959 holders

13F holders of PEP ranked by reported value, 26–500 of 2,959 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 2,959 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · PEP

Congress · last 90 days

Buyers: 1 Scott Franklin R–FL-18 $2K–$30K
Sellers: 4 Tommy Tuberville R–AL, Mike Kelly R–PA-16, Pete Sessions R–TX-17, Richard McCormick R–GA-7 $33K–$145K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · PEPSICO INC

Merged timeline of congressional filings and notable-manager moves on PEP
Date	Who	Change	Size
2026-10-27	Pete Sessions Congress	SELL	$1K–$15K
2026-09-17	Scott Franklin Congress	BUY	$1K–$15K
2026-09-17	Scott Franklin Congress	BUY	$1K–$15K
2026-08-14	Richard McCormick Congress	SELL	$1K–$15K
2026-08-12	Mike Kelly Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-08-05	Tommy Tuberville Congress	SELL	$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

10 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.