Filing Research | PEP - PEPSICO INC Institutional Holdings

Snapshot holdings

50 / 1,141 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	3.7MSH	$503.1M
2	CAPITAL ADVISORS INC/OK	Shares	2.2MSH	$300.9M
3	PineStone Asset Management Inc.	Shares	2.2MSH	$295.5M
4	WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	Shares	2.0MSH	$270.8M
5	Mirae Asset Global Investments Co., Ltd.	Shares	1.9MSH	$254.4M
6	Robeco Institutional Asset Management B.V.	Shares	1.1MSH	$147.4M
7	Lindsell Train Ltd	Shares	1.0MSH	$138.6M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.1MSH	$135.0M
9	Swedbank AB	Shares	888.8KSH	$120.3M
10	DAVENPORT & Co LLC	Shares	581.9KSH	$79.2M
11	JOHNSON INVESTMENT COUNSEL INC	Shares	542.8KSH	$73.5M
12	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	524.7KSH	$71.0M
13	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	524.2KSH	$71.0M
14	Boston Trust Walden Corp	Shares	514.1KSH	$69.6M
15	Douglas Lane & Associates, LLC	Shares	511.2KSH	$69.2M
16	AEGON ASSET MANAGEMENT UK PLC	Shares	495.6KSH	$67.1M
17	D.A. DAVIDSON & CO.	Shares	491.9KSH	$66.6M
18	ASR Vermogensbeheer N.V.	Shares	442.1KSH	$59.9M
19	Czech National Bank	Shares	389.0KSH	$52.7M
20	ROCKLAND TRUST CO	Shares	357.8KSH	$48.4M
21	Welch Group, LLC	Shares	346.3KSH	$46.9M
22	Vest Financial, LLC	Shares	344.0KSH	$46.6M
23	EXCHANGE TRADED CONCEPTS, LLC	Shares	339.8KSH	$46.0M
24	PensionDanmark Pensionsforsikringsaktieselskab	Shares	337.5KSH	$45.7M
25	Auto-Owners Insurance Co	Shares	329.3KSH	$44.6M
26	IFM Investors Pty Ltd	Shares	311.2KSH	$42.1M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	301.9KSH	$40.9M
28	First American Bank	Shares	297.1KSH	$40.2M
29	Cohen Klingenstein LLC	Shares	295.9KSH	$40.1M
30	SALEM INVESTMENT COUNSELORS INC	Shares	287.1KSH	$38.9M
31	GATEWAY INVESTMENT ADVISERS LLC	Shares	284.1KSH	$38.5M
32	Rathbones Group PLC	Shares	283.3KSH	$38.4M
33	MATRIX ASSET ADVISORS INC/NY	Shares	268.1KSH	$36.3M
34	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	256.0KSH	$34.7M
35	Mediolanum International Funds Ltd	Shares	239.9KSH	$33.3M
36	WestEnd Advisors, LLC	Shares	219.1KSH	$29.7M
37	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	211.7KSH	$28.7M
38	Police & Firemen's Retirement System of New Jersey	Shares	204.4KSH	$27.7M
39	Arbejdsmarkedets Tillaegspension	Shares	193.9KSH	$26.3M
40	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	185.7KSH	$25.1M
41	Birch Hill Investment Advisors LLC	Shares	184.9KSH	$25.0M
42	QRG CAPITAL MANAGEMENT, INC.	Shares	181.1KSH	$24.5M
43	Avanza Fonder AB	Shares	178.3KSH	$24.1M
44	ABN AMRO INVESTMENT SOLUTIONS	Shares	173.2KSH	$23.4M
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	172.2KSH	$23.3M
46	Saratoga Research & Investment Management	Shares	164.7KSH	$22.3M
47	Chesley Taft & Associates LLC	Shares	162.1KSH	$21.9M
48	SUMMITRY LLC	Shares	161.1KSH	$21.8M
49	Louisiana State Employees Retirement System	Shares	157.7KSH	$21.4M
50	COUNTRY TRUST BANK	Shares	153.9KSH	$20.8M

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Manager changes2026-06-30 vs 2026-03-31

50 / 1,213 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+3.4M	+$448.3M	$503.1M
2	Mirae Asset Global Investments Co., Ltd. added	Shares	+357.3K	+$18.1M	$254.4M
3	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+72.3K	+$8.5M	$18.7M
4	Brookstone Capital Management added	Shares	+70.6K	+$8.4M	$17.7M
5	Fideuram Asset Management (Ireland) dac added	Shares	+56.7K	+$8.1M	$9.7M
6	Mayflower Financial Advisors, LLC added	Shares	+56.4K	+$7.4M	$9.2M
7	J.W. COLE ADVISORS, INC. new	Shares	+42.7K	+$5.8M	$5.8M
8	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+102.6K	+$5.5M	$71.0M
9	Martin Capital Partners, LLC trimmed	Shares	-56	+$5.5M	$5.5M
10	MISSION WEALTH MANAGEMENT, LP added	Shares	+39.5K	+$5.0M	$7.6M
11	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+36.8K	+$5.0M	$5.0M
12	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+49.0K	+$4.2M	$23.4M
13	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+26.5K	+$3.6M	$3.6M
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+64.6K	+$3.3M	$46.0M
15	BENJAMIN EDWARDS INC added	Shares	+35.8K	+$3.2M	$15.9M
16	PKO Investment Management Joint-Stock Co added	Shares	+27.7K	+$3.1M	$8.5M
17	G&S Capital LLC new	Shares	+21.6K	+$2.9M	$2.9M
18	Composition Wealth, LLC added	Shares	+30.1K	+$2.8M	$12.5M
19	United Asset Strategies, Inc. added	Shares	+19.1K	+$2.0M	$6.5M
20	Sava Infond d.o.o. added	Shares	+17.3K	+$2.0M	$4.7M
21	Accurate Wealth Management, LLC added	Shares	+13.7K	+$1.6M	$3.9M
22	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+10.4K	+$1.4M	$1.4M
23	Tributary Capital Management, LLC new	Shares	+7.9K	+$1.1M	$1.1M
24	HENNESSY ADVISORS INC added	Shares	+15.5K	+$924.8K	$10.1M
25	Barnes Dennig Private Wealth Management LLC added	Shares	+8.2K	+$915.1K	$2.5M
26	Redhawk Wealth Advisors, Inc. added	Shares	+6.4K	+$813.3K	$1.3M
27	WEALTHEDGE INVESTMENT ADVISORS, LLC added	Shares	+6.5K	+$783.0K	$1.6M
28	Curated Wealth Partners LLC new	Shares	+183.3K	+$633.1K	$633.1K
29	Pacific Excel Wealth Advisors, Inc. new	Shares	+4.3K	+$575.7K	$575.7K
30	Baader Bank Aktiengesellschaft added	Shares	+4.5K	+$540.1K	$1.1M
31	CALIBER WEALTH MANAGEMENT, LLC / KS new	Shares	+4.0K	+$540.1K	$540.1K
32	Confluence Wealth Services, Inc. added	Shares	+8.3K	+$497.0K	$5.4M
33	LifePlan Financial, LLC new	Shares	+3.5K	+$478.2K	$478.2K
34	CV Advisors LLC new	Shares	+3.4K	+$460.4K	$460.4K
35	WEDGE CAPITAL MANAGEMENT L L P/NC new	Shares	+3.4K	+$453.6K	$453.6K
36	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+9.8K	+$433.7K	$7.4M
37	DLK Investment Management, LLC added	Shares	+326	+$397.6K	$5.9M
38	LBP AM SA added	Shares	+11.1K	+$365.0K	$9.2M
39	Town & Country Bank & Trust CO dba First Bankers Trust CO added	Shares	+5.7K	+$328.3K	$3.8M
40	MRA Advisory Group new	Shares	+2.3K	+$312.0K	$312.0K
41	PVG ASSET MANAGEMENT CORP added	Shares	+2.4K	+$311.8K	$560.8K
42	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+2.5K	+$305.7K	$568.8K
43	Spinnaker Investment Group, LLC added	Shares	+2.7K	+$303.3K	$761.8K
44	BTC Capital Management, Inc. added	Shares	+2.6K	+$291.7K	$775.3K
45	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+2.9K	+$289.4K	$1.0M
46	James Hambro & Partners LLP added	Shares	+2.3K	+$273.5K	$536.1K
47	Alpha Zero LLC new	Shares	+1.9K	+$271.3K	$271.3K
48	ABC ARBITRAGE SA new	Shares	+2.0K	+$269.7K	$269.7K
49	Legacy Advisors, LLC added	Shares	+3.6K	+$267.3K	$2.0M
50	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+1.7K	+$232.6K	$232.6K

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