Public record / Tickers / PEP

PEP — PEPSICO INC

Both disclosure regimes on one name: who in Congress filed about PEP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
230
all PTR rows naming PEP
Members · 12m
11
4 buys · 15 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

John W. Hickenlooper · $100K–$250K

Sale · traded 2025-09-02 → filed 2025-10-06. Ranked over every PEP row by the provable lower bound, never a point estimate.

11 members · 4 buys / 15 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

31 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

47 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 47 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PEP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PEP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-08-12Mike Kelly R–PA-16Sale · SP (spouse-owned)Traded 07-17 +26d$15K–$50K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2025-10-07 LATE·302d$15K–$50Kamendment pending
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 230 ↗

Members active in PEP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PEP in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Jared Moskowitz D–FL-233−$80.0K to −$17.0K3
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Sheldon Whitehouse D–RI3−$45.0K to −$3.0K6
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Richard McCormick R–GA-72−$14.0K to $14.0K3
Alan Armstrong R–OK1$1.0K to $15.0K2
Julia Letlow R–LA-51$1.0K to $15.0K2
Mike Kelly R–PA-161−$50.0K to −$15.0K1

11 members in the window; the 8 most active shown · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-08-12Mike Kelly CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-06-30Keith Self CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+88,848 sh
2026-05-15Bridgewater Associates 13Fadd+19,638 sh
2026-05-14Caxton Associates 13Fnew+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PEP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$18.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$13.8B1
3STATE STREET CORP$9.2B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$5.7B1
5JPMORGAN CHASE & CO$5.5B1
6GEODE CAPITAL MANAGEMENT, LLC$5.4B1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4.7B1
8MORGAN STANLEY$4.1B1
9BANK OF AMERICA CORP /DE/$3.3B1
10NORTHERN TRUST CORP$2.3B1
11FRANKLIN RESOURCES INC$1.9B1
12Invesco Ltd.$1.9B1
13Amundi$1.8B1
14WELLS FARGO & COMPANY/MN$1.8B1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.7B1
16Bank of New York Mellon Corp$1.7B1
17DEUTSCHE BANK AG\$1.4B1
18Legal & General Group Plc$1.4B1
19AMERIPRISE FINANCIAL INC$1.3B1
20DIMENSIONAL FUND ADVISORS LP$1.2B1
21FMR LLC$1.2B1
22VANGUARD FIDUCIARY TRUST CO$1.2B1
23MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.1B1
24ROYAL BANK OF CANADA$1.1B1
25UBS Group AG$1.1B1
26STIFEL FINANCIAL CORP$985M1
27AQR CAPITAL MANAGEMENT LLC$909M1
28Nuveen, LLC$782M1
29BARCLAYS PLC$776M1
30Capital Research Global Investors$768M1
31FLOSSBACH VON STORCH SE$734M1
32STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$646M1
33Swiss National Bank$623M1
34FIRST TRUST ADVISORS LP$616M1
35RAYMOND JAMES FINANCIAL INC$577M1
36HighTower Advisors, LLC$574M1
37HSBC HOLDINGS PLC$563M1
38Sumitomo Mitsui Trust Group, Inc.$550M1
39Holocene Advisors, LP$547M1
40WELLINGTON MANAGEMENT GROUP LLP$517M1
41CANADA PENSION PLAN INVESTMENT BOARD$511M1
42Mitsubishi UFJ Asset Management Co., Ltd.$505M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$503M1
44National Pension Service$502M1
45ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$481M1
46ProShare Advisors LLC$476M1
47Vanguard Global Advisers, LLC$472M1
48NORDEA INVESTMENT MANAGEMENT AB$460M1
49FEDERATED HERMES, INC.$454M1
50DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$444M1
51Focus Partners Wealth$431M1
52AMERICAN CENTURY COMPANIES INC$429M1
53VANGUARD ASSET MANAGEMENT, Ltd$428M1
54ALLIANCEBERNSTEIN L.P.$425M1
55Fiera Capital Corp$422M1
56ENVESTNET ASSET MANAGEMENT INC$400M1
57LPL Financial LLC$388M1
58VICTORY CAPITAL MANAGEMENT INC$383M1
59Corient Private Wealth LLC$371M1
60PineStone Asset Management Inc.$370M1
61BANK OF MONTREAL /CAN/$353M1
62TD ASSET MANAGEMENT INC$346M1
63CAPITAL ADVISORS INC/OK$345M1
64CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$344M1
65NATIONAL BANK OF CANADA /FI/$333M1
66YACKTMAN ASSET MANAGEMENT LP$315M1
67WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$311M1
68Man Group plc$296M1
69Allianz Asset Management GmbH$296M1
70CITIGROUP INC$279M1
71Sanders Capital, LLC$275M1
72PRINCIPAL FINANCIAL GROUP INC$268M1
73Universal- Beteiligungs- und Servicegesellschaft mbH$267M1
74AVIVA PLC$254M1
75NEW YORK STATE COMMON RETIREMENT FUND$249M1
76Ilex Capital Partners (UK) LLP$247M1
77US BANCORP \DE\$246M1
78Mirae Asset Global Investments Co., Ltd.$236M1
79Guinness Asset Management LTD$223M1
80LAZARD ASSET MANAGEMENT LLC$219M1
81ROYAL LONDON ASSET MANAGEMENT LTD$216M1
82Qube Research & Technologies Ltd$215M1
83Capital World Investors$210M1
841832 Asset Management L.P.$201M1
85WORLDQUANT MILLENNIUM ADVISORS LLC$198M1
86Lindsell Train Ltd$198M1
87Elliott Investment Management L.P.$198M1
88BAHL & GAYNOR INC$197M1
89BNP Paribas Asset Management Holding S.A.$191M1
90VOYA INVESTMENT MANAGEMENT LLC$190M1
91Korea Investment CORP$188M1
92Aberdeen Group plc$187M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$187M1
94Mitsubishi UFJ Trust & Banking Corp$186M1
95NOMURA ASSET MANAGEMENT CO LTD$179M1
96Daiwa Securities Group Inc.$179M1
97Haverford Trust Co$177M1
98CAPITOLIS LIQUID GLOBAL MARKETS LLC$169M1
99SCHRODER INVESTMENT MANAGEMENT GROUP$169M1
100Focused Investors LLC$167M1
101GQG Partners LLC$165M1
102KEYBANK NATIONAL ASSOCIATION/OH$164M1
103STOREBRAND ASSET MANAGEMENT AS$162M1
104ING GROEP NV$161M1
105Cerity Partners LLC$161M1
106Mariner, LLC$161M1
107M&T BANK CORP$160M1
108FIFTH THIRD BANCORP$159M1
109Baird Financial Group, Inc.$159M1
110Robeco Institutional Asset Management B.V.$159M1
111TRUIST FINANCIAL CORP$159M1
112Neuberger Berman Group LLC$157M1
113DANSKE BANK A/S$157M1
114MACKENZIE FINANCIAL CORP$153M1
115MILLENNIUM MANAGEMENT LLC$150M1
116NEOS Investment Management LLC$147M1
117BANK OF NOVA SCOTIA$146M1
118MANUFACTURERS LIFE INSURANCE COMPANY, THE$145M1
119MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$143M1
120NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$143M1
121WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$143M1
122Creative Planning$138M1
123Swedbank AB$137M1
124ADAGE CAPITAL PARTNERS GP, L.L.C.$137M1
125DnB Asset Management AS$136M1
126Pictet Asset Management Holding SA$134M1
127CIBC Bancorp USA Inc.$133M1
128SEI INVESTMENTS CO$133M1
129APG Asset Management N.V.$132M1
130GLENMEDE TRUST CO NA$132M1
131PFA Pension, Forsikringsaktieselskab$128M1
132Chevy Chase Trust Holdings, LLC$126M1
133GREAT LAKES ADVISORS, LLC$126M1
134KING LUTHER CAPITAL MANAGEMENT CORP$125M1
135Zurcher Kantonalbank (Zurich Cantonalbank)$120M1
136FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$120M1
137Life Cycle Investment Partners Ltd$117M1
138HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$117M1
139Rockefeller Capital Management L.P.$116M1
140STATE OF WISCONSIN INVESTMENT BOARD$114M1
141CIBC Asset Management Inc$111M1
142Cetera Investment Advisers$110M1
143Marex Group Ltd$109M1
144VOLORIDGE INVESTMENT MANAGEMENT, LLC$107M1
145COMMONWEALTH EQUITY SERVICES, LLC$107M1
146Vanguard Investments Australia, Ltd.$106M1
147Asset Management One Co., Ltd.$105M1
148COMMERCE BANK$105M1
149TEACHER RETIREMENT SYSTEM OF TEXAS$102M1
150Quantinno Capital Management LP$99.1M1
151Mondrian Investment Partners LTD$97.4M1
152BAILLIE GIFFORD & CO$97.4M1
153ZACKS INVESTMENT MANAGEMENT$97.3M1
154Trexquant Investment LP$96.9M1
155TORONTO DOMINION BANK$96.2M1
156SUSQUEHANNA INTERNATIONAL GROUP, LLP$94.8M1
157Squarepoint Ops LLC$92.9M1
158KLP KAPITALFORVALTNING AS$91.7M1
159DAVENPORT & Co LLC$90.7M1
160Temasek Holdings (Private) Ltd$90.0M1
161MUFG Securities EMEA plc$87.7M1
162FIRST FINANCIAL BANKSHARES INC$86.1M1
163PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$85.7M1
164GUGGENHEIM CAPITAL LLC$85.4M1
165JOHNSON INVESTMENT COUNSEL INC$85.2M1
166BLAIR WILLIAM & CO/IL$84.9M1
167SCOTIA CAPITAL INC.$84.0M1
168BARTLETT & CO. WEALTH MANAGEMENT LLC$82.8M1
169JENNISON ASSOCIATES LLC$82.2M1
170Resona Asset Management Co.,Ltd.$82.0M1
171D.A. DAVIDSON & CO.$81.4M1
172Lansforsakringar Fondforvaltning AB (publ)$79.9M1
173OSAIC HOLDINGS, INC.$78.5M1
174Douglas Lane & Associates, LLC$78.4M1
175Clearbridge Investments, LLC$77.4M1
176Swiss Life Asset Management Ltd$75.6M1
177B. Metzler seel. Sohn & Co. AG$73.5M1
178Contrarius Group Holdings Ltd$73.4M1
179State of New Jersey Common Pension Fund D$73.2M1
180AustralianSuper Pty Ltd$72.9M1
181SCOPUS ASSET MANAGEMENT, L.P.$70.9M1
182Vontobel Holding Ltd.$70.9M1
183&PARTNERS$70.0M1
184NOMURA HOLDINGS INC$69.6M1
185SEB Asset Management AB$69.5M1
186ASR Vermogensbeheer N.V.$68.1M1
187EP Wealth Advisors, LLC$68.0M1
188BRADLEY FOSTER & SARGENT INC/CT$65.8M1
189KLINGENSTEIN FIELDS & CO LP$65.7M1
190MERCER GLOBAL ADVISORS INC /ADV$65.3M1
191CWM, LLC$64.8M1
192WELCH & FORBES LLC$64.6M1
193IEQ CAPITAL, LLC$64.5M1
194D. E. Shaw & Co., Inc.$64.3M1
195KORNITZER CAPITAL MANAGEMENT INC /KS$63.2M1
196Tredje AP-fonden$62.8M1
197Retirement Systems of Alabama$62.7M1
198CIBC WORLD MARKET INC.$62.6M1
199Eurizon Capital SGR S.p.A.$61.1M1
200NISSAY ASSET MANAGEMENT CORP /JAPAN$59.9M1
201J. Safra Sarasin Holding AG$59.9M1
202LGT Group Foundation$59.8M1
203WESTWOOD HOLDINGS GROUP INC$59.5M1
204Vest Financial, LLC$59.5M1
205Midwest Trust Co$59.5M1
206CITADEL ADVISORS LLC$58.9M1
207Arizona State Retirement System$58.2M1
208Czech National Bank$57.8M1
209NISA INVESTMENT ADVISORS, LLC$57.6M1
210BROWN ADVISORY INC$57.3M1
211EVERETT HARRIS & CO /CA/$57.2M1
212STATE OF MICHIGAN RETIREMENT SYSTEM$56.7M1
213NICHOLS & PRATT ADVISERS LLP /MA$55.7M1
214ROCKLAND TRUST CO$54.8M1
215Assenagon Asset Management S.A.$54.8M1
216UniSuper Management Pty Ltd$54.4M1
217MACQUARIE GROUP LTD$54.0M1
218Epoch Investment Partners, Inc.$53.9M1
219PANAGORA ASSET MANAGEMENT INC$53.4M1
220Auto-Owners Insurance Co$53.3M1
221Welch Group, LLC$52.8M1
222MAI Capital Management$52.7M1
223Clark Capital Management Group, Inc.$52.7M1
224Advisors Capital Management, LLC$52.7M1
225O'SHAUGHNESSY ASSET MANAGEMENT, LLC$52.5M1
226BALYASNY ASSET MANAGEMENT L.P.$52.3M1
227MetLife Investment Management, LLC$50.9M1
228COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$49.4M1
229Sterling Capital Management LLC$47.8M1
230DAVIS R M INC$47.8M1
231CORDA Investment Management, LLC.$46.9M1
232BLI - Banque de Luxembourg Investments$46.7M1
233GATEWAY INVESTMENT ADVISERS LLC$46.7M1
234Clear Street Group Inc.$46.6M1
235Cohen Klingenstein LLC$45.9M1
236Zurich Insurance Group Ltd/FI$45.1M1
237Cresset Asset Management, LLC$45.1M1
238Rakuten Investment Management, Inc.$44.5M1
239XPONANCE LLC$44.2M1
240SALEM INVESTMENT COUNSELORS INC$44.2M1
241Andra AP-fonden$43.2M1
242EXCHANGE TRADED CONCEPTS, LLC$42.7M1
243Azimuth Capital Investment Management LLC$42.7M1
244IFM Investors Pty Ltd$42.4M1
245CAMBIAR INVESTORS LLC$42.2M1
246UNITED CAPITAL FINANCIAL ADVISORS, LLC$42.1M1
247Wealthfront Advisers LLC$40.5M1
248Calamos Advisors LLC$40.4M1
249SMITH CHAS P & ASSOCIATES PA CPAS$40.4M1
250Mediolanum International Funds Ltd$39.9M1
251ABSHER WEALTH MANAGEMENT, LLC$39.8M1
252Vinva Investment Management Ltd$39.4M1
253Freestone Grove Partners LP$39.1M1
254Varma Mutual Pension Insurance Co$38.3M1
255Beacon Pointe Advisors, LLC$37.6M1
256MATRIX ASSET ADVISORS INC/NY$37.5M1
257Tidal Investments LLC$37.1M1
258Kestra Advisory Services, LLC$36.1M1
259MEYER HANDELMAN CO$36.0M1
260NewEdge Advisors, LLC$35.7M1
261CONNING INC.$35.6M1
262USS Investment Management Ltd$35.6M1
263Willis Investment Counsel$35.6M1
264Aptus Capital Advisors, LLC$35.5M1
265NEW YORK LIFE INVESTMENT MANAGEMENT LLC$35.3M1
266Delta Global Management LP$34.7M1
267NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$34.7M1
268Clearstead Advisors, LLC$34.7M1
269Utah Retirement Systems$34.6M1
270PUBLIC SECTOR PENSION INVESTMENT BOARD$34.1M1
271JOURNEY STRATEGIC WEALTH LLC$34.1M1
272MML INVESTORS SERVICES, LLC$34.0M1
273Verity & Verity, LLC$33.7M1
274FIDUCIARY TRUST CO$33.5M1
275Pathstone Holdings, LLC$33.1M1
276BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$33.0M1
277WATERS PARKERSON & CO., LLC$32.8M1
278Sanctuary Advisors, LLC$32.7M1
279Aviso Financial Inc.$32.5M1
280CREDIT AGRICOLE S A$32.2M1
281TD Waterhouse Canada Inc.$31.8M1
282Empowered Funds, LLC$31.7M1
283OPPENHEIMER ASSET MANAGEMENT INC.$31.5M1
284TCTC Holdings, LLC$30.9M1
285Sumitomo Mitsui DS Asset Management Company, Ltd$30.6M1
286Troy Asset Management Ltd$30.5M1
287Federation des caisses Desjardins du Quebec$30.5M1
288Tyche Wealth Partners LLC$30.5M1
289Waverly Advisors, LLC$30.2M1
290Systematic Alpha Investments, LLC$30.0M1
291Mesirow Financial Investment Management, Inc.$29.6M1
292QRG CAPITAL MANAGEMENT, INC.$29.6M1
293Vanguard Personalized Indexing Management, LLC$29.5M1
294BANQUE PICTET & CIE SA$29.3M1
295Janus Henderson Group Ltd.$29.2M1
296Woodline Partners LP$29.2M1
297PINNACLE ASSOCIATES LTD$29.0M1
298Birch Hill Investment Advisors LLC$28.8M1
299Madison Asset Management, LLC$28.6M1
300CRAWFORD INVESTMENT COUNSEL INC$28.3M1
301MARTINGALE ASSET MANAGEMENT L P$27.7M1
302BERKSHIRE ASSET MANAGEMENT LLC/PA$27.5M1
303ADAMS DIVERSIFIED EQUITY FUND, INC.$27.5M1
304HANCOCK WHITNEY CORP$27.4M1
305STEPHENS INC /AR/$27.3M1
306Saratoga Research & Investment Management$26.9M1
307Illinois Municipal Retirement Fund$26.8M1
308Lido Advisors, LLC$26.6M1
309FARMERS & MERCHANTS INVESTMENTS INC$26.3M1
310Arbejdsmarkedets Tillaegspension$26.1M1
311RWC Asset Management LLP$26.0M1
312Chesley Taft & Associates LLC$25.9M1
313Private Advisor Group, LLC$25.9M1
314YOUSIF CAPITAL MANAGEMENT, LLC$25.6M1
315Avanza Fonder AB$25.3M1
316SHELTON CAPITAL MANAGEMENT$25.1M1
317Wilmington Savings Fund Society, FSB$25.0M1
318Parallax Volatility Advisers, L.P.$24.9M1
319FIRST NATIONAL BANK OF OMAHA$24.9M1
320Steward Partners Investment Advisory, LLC$24.8M1
321FRANKLIN STREET ADVISORS INC /NC$24.7M1
322Rafferty Asset Management, LLC$24.5M1
323SUMMITRY LLC$24.3M1
324OREGON PUBLIC EMPLOYEES RETIREMENT FUND$24.3M1
325CLIFFORD SWAN INVESTMENT COUNSEL LLC$23.8M1
326COUNTRY TRUST BANK$23.8M1
327Candriam S.C.A.$23.7M1
328Modera Wealth Management, LLC$23.7M1
329KESTRA PRIVATE WEALTH SERVICES, LLC$23.5M1
330Fidelity National Financial, Inc.$23.3M1
331CENTRAL TRUST Co$23.2M1
332HB Wealth Management, LLC$23.2M1
333RBO & CO LLC$23.2M1
334Telos Capital Management, Inc.$22.8M1
335MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$22.6M1
336REGIONS FINANCIAL CORP$22.5M1
337Merit Financial Group, LLC$22.3M1
338COERENTE CAPITAL MANAGEMENT$22.2M1
339Orion Porfolio Solutions, LLC$21.9M1
340GODSEY & GIBB, INC$21.8M1
341AE Wealth Management LLC$21.8M1
342ASSETMARK, INC$21.7M1
343VILLERE ST DENIS J & CO LLC$21.5M1
344DDD Partners, LLC$21.4M1
345LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$21.3M1
346Gotham Asset Management, LLC$21.3M1
347OMERS ADMINISTRATION Corp$21.2M1
348TORRAY INVESTMENT PARTNERS LLC$21.1M1
349CONNORS INVESTOR SERVICES INC$21.1M1
350ASSOCIATED BANC-CORP$21.0M1
351NATIXIS$20.8M1
352OPPENHEIMER & CO INC$20.8M1
353Callahan Advisors, LLC$20.6M1
354Henshaw Capital LLC$20.3M1
355GENERAL AMERICAN INVESTORS CO INC$20.2M1
356WINDWARD CAPITAL MANAGEMENT CO /CA$20.2M1
357ANCHOR CAPITAL ADVISORS LLC$20.1M1
358EFG International AG$19.9M1
359Dai-ichi Life Insurance Company, Ltd$19.9M1
360Cannell & Spears LLC$19.8M1
361KANAWHA CAPITAL MANAGEMENT LLC$19.8M1
362Hendershot Investments Inc.$19.6M1
363Norinchukin Bank, The$19.5M1
364Smith Salley Wealth Management$19.4M1
365ABN AMRO INVESTMENT SOLUTIONS$19.3M1
366Titan Investment Solutions Ltd$19.3M1
367Sone Capital Management, LLC$19.2M1
368BOKF, NA$19.1M1
369ARGENT CAPITAL MANAGEMENT LLC$19.0M1
370SIMPLEX TRADING, LLC$18.9M1
371Pinnacle Financial Partners, Inc.$18.8M1
372Miramar Capital, LLC$18.8M1
373Americana Partners, LLC$18.8M1
374Sequoia Financial Advisors, LLC$18.7M1
375Van Hulzen Asset Management, LLC$18.6M1
376Allspring Global Investments Holdings, LLC$18.6M1
377JB Capital LLC$18.6M1
378Atlantic Union Bankshares Corp$18.6M1
379ALBION FINANCIAL GROUP /UT$18.3M1
380Allworth Financial LP$18.2M1
381Stack Financial Management, Inc$18.2M1
382Concurrent Investment Advisors, LLC$18.0M1
383Meiji Yasuda Asset Management Co Ltd.$18.0M1
384Envestnet Portfolio Solutions, Inc.$18.0M1
385Investment Management Corp of Ontario$17.7M1
386Palisade Asset Management, LLC$17.7M1
387Generali Asset Management SPA SGR$17.6M1
388Ally Financial Inc.$17.5M1
389INTECH INVESTMENT MANAGEMENT LLC$17.2M1
390Apollon Wealth Management, LLC$17.2M1
391Foster Victor Wealth Advisors, LLC$17.2M1
392HM PAYSON & CO$17.1M1
393RBF Capital, LLC$16.8M1
394CCM INVESTMENT ADVISERS LLC$16.7M1
395Atria Investments, Inc$16.3M1
396MOODY LYNN LIEBERSON & WALKER, LLC$16.3M1
397HUNTINGTON NATIONAL BANK$16.1M1
398Bridgewater Associates, LP$16.1M1
399Prospera Financial Services Inc$16.1M1
400TWO SIGMA INVESTMENTS, LP$16.0M1
401Gallacher Capital Management LLC$15.9M1
402FIRST MANHATTAN CO. LLC.$15.9M1
403Choate Investment Advisors$15.9M1
404GUYASUTA INVESTMENT ADVISORS INC$15.8M1
405Moors & Cabot, Inc.$15.8M1
406Stockman Wealth Management, Inc.$15.6M1
407MIRAE ASSET SECURITIES (USA) INC.$15.6M1
408SteelPeak Wealth, LLC$15.6M1
409HOWE & RUSLING INC$15.5M1
410PARTHENON LLC$15.5M1
411Night Squared LP$15.4M1
412Moran Wealth Management, LLC$15.3M1
413PROFUND ADVISORS LLC$15.2M1
414DJE Kapital AG$15.2M1
415Bank Julius Baer & Co. Ltd, Zurich$15.0M1
416MARKEL GROUP INC.$14.9M1
417WHITTIER TRUST CO$14.8M1
418CHOREO, LLC$14.6M1
419Ameritas Investment Partners, Inc.$14.4M1
420FIRST CITIZENS BANK & TRUST CO$14.4M1
421FORBES J M & CO LLP$14.3M1
422Eldred Rock Partners, LLC$14.1M1
423Equitable Holdings, Inc.$14.1M1
424Coleford Investment Management Ltd.$14.1M1
425Crossmark Global Holdings, Inc.$14.0M1
426Snowden Capital Advisors LLC$13.9M1
427Diversified Trust Co$13.8M1
428Advisors Asset Management, Inc.$13.8M1
429Savant Capital, LLC$13.7M1
430IQ EQ FUND MANAGEMENT (IRELAND) Ltd$13.7M1
431Glenview Trust Co$13.7M1
432CITIZENS FINANCIAL GROUP INC/RI$13.7M1
433MONTAG A & ASSOCIATES INC$13.6M1
434TOWER BRIDGE ADVISORS$13.6M1
435Cornerstone Capital, Inc.$13.3M1
436Blue Chip Partners, LLC$13.3M1
437LMCG INVESTMENTS, LLC$13.2M1
438TCV Trust & Wealth Management, Inc.$13.2M1
439ALLIANZ SE$13.1M1
440Grantham, Mayo, Van Otterloo & Co. LLC$13.1M1
441FOUNDERS CAPITAL MANAGEMENT, LLC$13.0M1
442Evercore Wealth Management, LLC$13.0M1
443Y-Intercept (Hong Kong) Ltd$13.0M1
444BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$13.0M1
445National Philanthropic Trust$12.9M1
446JONES FINANCIAL COMPANIES LLLP$12.9M1
447MIZUHO SECURITIES USA LLC$12.8M1
448Marble Harbor Investment Counsel, LLC$12.7M1
449BENJAMIN EDWARDS INC$12.7M1
450JENSEN INVESTMENT MANAGEMENT INC$12.6M1
451JANE STREET GROUP, LLC$12.5M1
452WHITTIER TRUST CO OF NEVADA INC$12.5M1
453Philip James Wealth Mangement, LLC$12.5M1
454BARR E S & CO$12.5M1
455Ramsay, Stattman, Vela & Price, Inc.$12.4M1
456Van Cleef Asset Management,Inc$12.4M1
457MASTERINVEST Kapitalanlage GmbH$12.3M1
458BAILARD, INC.$12.3M1
459AUXIER ASSET MANAGEMENT LLC$12.2M1
460THOMPSON INVESTMENT MANAGEMENT, INC.$12.1M1
461HARTFORD INVESTMENT MANAGEMENT CO$12.1M1
462HIGHLAND CAPITAL MANAGEMENT, LLC$12.0M1
463FACTORY MUTUAL INSURANCE CO$12.0M1
464NorthCrest Asset Manangement, LLC$11.9M1
465Ethic Inc.$11.9M1
466Poehling Capital Management, INC.$11.8M1
467UMB Bank, n.a.$11.7M1
468Cassaday & Co Wealth Management LLC$11.6M1
469OneDigital Investment Advisors LLC$11.5M1
470Wealth Advisory Solutions, LLC$11.5M1
471AG2R LA MONDIALE GESTION D'ACTIFS$11.4M1
472GRIMES & Co WEALTH MANAGEMENT, LLC$11.4M1
473Carnegie Investment Counsel$11.4M1
474Focus Partners Advisor Solutions, LLC$11.3M1
475AlTi Global, Inc.$11.3M1
476Bragg Financial Advisors, Inc$11.2M1
477Violich Capital Management, Inc.$11.2M1
478Cardinal Point Capital Management ULC$11.1M1
479Sky Investment Group LLC$11.0M1
480NBT BANK, N.A.$11.0M1
481JLB & ASSOCIATES INC$10.9M1
482TOCQUEVILLE ASSET MANAGEMENT L.P.$10.9M1
483Elo Mutual Pension Insurance Co$10.8M1
484Independent Advisor Alliance$10.8M1
485AXXCESS WEALTH MANAGEMENT, LLC$10.8M1
486First Nebraska Trust Co$10.8M1
487Maryland State Retirement & Pension System$10.7M1
488Lombard Odier Asset Management (Switzerland) SA$10.7M1
489Dakota Wealth Management$10.7M1
490Badgley Phelps Wealth Managers, LLC$10.7M1
491Strategic Wealth Investment Group, LLC$10.7M1
492Stratos Wealth Partners, LTD.$10.7M1
493Caption Management, LLC$10.6M1
494Calamos Wealth Management LLC$10.6M1
495Generali Investments CEE, investicni spolecnost, a.s.$10.6M1
496TECTONIC ADVISORS LLC$10.6M1
497ENTERPRISE FINANCIAL SERVICES CORP$10.5M1
498DAYMARK WEALTH PARTNERS, LLC$10.5M1
499TOMPKINS FINANCIAL CORP$10.4M1
500Fiduciary Group, LLC$10.4M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)4 buy / 15 sell
Congress net ($ bound)−$361K to −$11.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PEP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PEP
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for PEP · financials and macro

Financials — as filed PLANNED

PEP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PEP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing