Who owns PEP (PEP)
Which tracked institutional funds hold PEP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PEP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PEP is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 2437 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PEP’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes PEP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PEP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 3511 tracked filers holding PEP, 1666 increased or opened the position and 1721 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PEP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 2436
- BlackRock, Inc.$17.6B
- VANGUARD CAPITAL MANAGEMENT LLC$13.8B
- STATE STREET CORP$9.2B
- VANGUARD PORTFOLIO MANAGEMENT LLC$5.7B
- JPMORGAN CHASE & CO$5.5B
- GEODE CAPITAL MANAGEMENT, LLC$5.4B
Largest trims
- Lindsell Train Ltd$60M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 113,595,045 | $17.6B | 11.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 88,807,774 | $13.8B | 9.0% | 2026-Q1 |
| STATE STREET CORP added | 59,419,350 | $9.2B | 6.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 36,455,039 | $5.7B | 3.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 34,798,932 | $5.5B | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 34,611,819 | $5.4B | 3.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 30,210,808 | $4.7B | 3.1% | 2026-Q1 |
| Invesco Ltd. added | 28,682,795 | $4.5B | 2.9% | 2026-Q1 |
| MORGAN STANLEY added | 26,581,174 | $4.1B | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 21,283,701 | $3.3B | 2.2% | 2026-Q1 |
| NORGES BANK trimmed | 17,647,128 | $2.6B | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 14,853,134 | $2.3B | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 12,257,998 | $1.9B | 1.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 12,113,736 | $1.9B | 1.2% | 2026-Q1 |
| Amundi added | 11,444,671 | $1.8B | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 11,437,360 | $1.8B | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 11,268,348 | $1.7B | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 11,114,154 | $1.7B | 1.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 9,012,904 | $1.4B | 0.9% | 2026-Q1 |
| Legal & General Group Plc trimmed | 8,894,774 | $1.4B | 0.9% | 2026-Q1 |
| Fisher Asset Management, LLC added | 8,510,337 | $1.3B | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 8,273,852 | $1.3B | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 8,041,660 | $1.2B | 0.8% | 2026-Q1 |
| FMR LLC added | 7,825,784 | $1.2B | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 7,719,246 | $1.2B | 0.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 7,276,739 | $1.1B | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 7,340,451 | $1.1B | 0.7% | 2026-Q1 |
| UBS Group AG added | 7,106,908 | $1.1B | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 6,341,641 | $985M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 5,852,816 | $909M | 0.6% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 5,599,960 | $870M | 0.6% | 2026-Q1 |
| Nuveen, LLC trimmed | 5,033,176 | $782M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 4,995,316 | $776M | 0.5% | 2026-Q1 |
| Capital Research Global Investors trimmed | 4,945,285 | $768M | 0.5% | 2026-Q1 |
| FLOSSBACH VON STORCH SE trimmed | 4,725,462 | $734M | 0.5% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 4,393,907 | $682M | 0.4% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 4,160,441 | $646M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 4,012,800 | $623M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 3,972,068 | $617M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 3,964,236 | $616M | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,854,239 | $599M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,716,174 | $577M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,696,273 | $574M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 3,627,081 | $563M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 3,543,381 | $550M | 0.4% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 3,519,891 | $547M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,329,451 | $517M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 3,288,048 | $511M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 3,251,492 | $505M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 3,241,048 | $503M | 0.3% | 2026-Q1 |
| National Pension Service added | 3,231,009 | $502M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 3,100,450 | $481M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 3,066,900 | $476M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 3,040,973 | $472M | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 2,963,383 | $460M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 2,926,665 | $454M | 0.3% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 2,859,983 | $444M | 0.3% | 2026-Q1 |
| DekaBank Deutsche Girozentrale trimmed | 2,756,660 | $435M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 2,773,442 | $431M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,761,672 | $429M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,756,912 | $428M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,962,194 | $425M | 0.3% | 2026-Q1 |
| Fiera Capital Corp trimmed | 2,715,499 | $422M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,577,628 | $400M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 2,497,865 | $388M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 2,471,803 | $384M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,467,725 | $383M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 2,392,878 | $371M | 0.2% | 2026-Q1 |
| PineStone Asset Management Inc. trimmed | 2,385,127 | $370M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,270,571 | $353M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 2,225,868 | $346M | 0.2% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 2,224,007 | $345M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 2,212,293 | $344M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 2,142,689 | $333M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,100,135 | $326M | 0.2% | 2026-Q1 |
| YACKTMAN ASSET MANAGEMENT LP trimmed | 2,027,967 | $315M | 0.2% | 2026-Q1 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,000,000 | $311M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,998,939 | $310M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,969,776 | $306M | 0.2% | 2026-Q1 |
| Man Group plc added | 1,906,348 | $296M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 1,905,586 | $296M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,796,716 | $279M | 0.2% | 2026-Q1 |
| Sanders Capital, LLC trimmed | 1,773,582 | $275M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,728,927 | $268M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 1,716,517 | $267M | 0.2% | 2026-Q1 |
| AVIVA PLC added | 1,638,600 | $254M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 1,605,862 | $249M | 0.2% | 2026-Q1 |
| Ilex Capital Partners (UK) LLP added | 1,588,220 | $247M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 1,585,622 | $246M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 1,548,902 | $241M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 1,549,237 | $241M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 1,521,362 | $236M | 0.2% | 2026-Q1 |
| Guinness Asset Management LTD trimmed | 1,442,891 | $223M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 1,407,731 | $219M | 0.1% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 1,393,887 | $216M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,384,250 | $215M | 0.1% | 2026-Q1 |
| Capital World Investors added | 1,352,316 | $210M | 0.1% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 1,292,884 | $201M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 138,469,774 | $19.9B | 13.0% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC added | 1,391,861 | $200M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.