- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 31
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 25 listed it in both
- Shares listed
- 70,778,178
- combined, among listed positions
- Reported value
- $10.6bn
- combined, at the quarter end
Among the 95 comparable managers: 20 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing PEP in Q1 2025
31 of 31 holders
Largest increases and reductions, by shares
Increases
- Arrowstreet Capital LPexisting position · 6,290,469 shares now+1,774,323
- MFS Investment Managementexisting position · 10,878,718 shares now+923,766
- Acadian Asset Management LLCexisting position · 1,077,166 shares now+758,990
- AQR Capital Management LLCexisting position · 1,934,642 shares now+540,149
- Invesco Ltdexisting position · 11,328,158 shares now+491,894
Reductions
- Wellington Management Group LLPexisting position · 9,218,011 shares now-2,550,333
- Capital Research Global Investorsexisting position · 10,071,326 shares now-1,977,320
- T. Rowe Price Associates Incexisting position · 4,175,048 shares now-1,376,759
- Holocene Advisors LPexisting position · 75,421 shares now-1,060,827
- Bridgewater Associates LPexisting position · 102,063 shares now-145,475
New positions and exits
New (2)
- Marshall Wace LLP$28m
- Winton Group Ltd$1.3m
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 24 | $14.1bn | n.a. | n.a. |
| Q3 2013 | 28 | $13.3bn | n.a. | n.a. |
| Q4 2013 | 31 | $12.5bn | n.a. | n.a. |
| Q1 2014 | 30 | $12.1bn | n.a. | n.a. |
| Q2 2014 | 28 | $12.7bn | n.a. | n.a. |
| Q3 2014 | 27 | $12.8bn | n.a. | n.a. |
| Q4 2014 | 31 | $12.4bn | n.a. | n.a. |
| Q1 2015 | 34 | $11.0bn | n.a. | n.a. |
| Q2 2015 | 34 | $11.1bn | n.a. | n.a. |
| Q3 2015 | 30 | $10.5bn | n.a. | n.a. |
| Q4 2015 | 31 | $11.0bn | n.a. | n.a. |
| Q1 2016 | 36 | $10.1bn | n.a. | n.a. |
| Q2 2016 | 36 | $10.4bn | n.a. | n.a. |
| Q3 2016 | 34 | $11.2bn | n.a. | n.a. |
| Q4 2016 | 29 | $10.0bn | n.a. | n.a. |
| Q1 2017 | 24 | $11.4bn | n.a. | n.a. |
| Q2 2017 | 26 | $12.3bn | n.a. | n.a. |
| Q3 2017 | 31 | $11.3bn | n.a. | n.a. |
| Q4 2017 | 29 | $12.7bn | n.a. | n.a. |
| Q1 2018 | 35 | $12.8bn | n.a. | n.a. |
| Q2 2018 | 27 | $11.6bn | n.a. | n.a. |
| Q3 2018 | 29 | $12.0bn | n.a. | n.a. |
| Q4 2018 | 27 | $12.0bn | n.a. | n.a. |
| Q1 2019 | 31 | $13.8bn | n.a. | n.a. |
| Q2 2019 | 30 | $14.5bn | n.a. | n.a. |
| Q3 2019 | 28 | $14.8bn | n.a. | n.a. |
| Q4 2019 | 28 | $12.1bn | n.a. | n.a. |
| Q1 2020 | 35 | $11.1bn | n.a. | n.a. |
| Q2 2020 | 29 | $11.4bn | n.a. | n.a. |
| Q3 2020 | 32 | $11.3bn | n.a. | n.a. |
| Q4 2020 | 26 | $11.2bn | n.a. | n.a. |
| Q1 2021 | 32 | $11.5bn | n.a. | n.a. |
| Q2 2021 | 31 | $12.5bn | n.a. | n.a. |
| Q3 2021 | 28 | $12.9bn | n.a. | n.a. |
| Q4 2021 | 27 | $15.2bn | n.a. | n.a. |
| Q1 2022 | 33 | $14.9bn | n.a. | n.a. |
| Q2 2022 | 36 | $15.0bn | n.a. | n.a. |
| Q3 2022 | 39 | $14.6bn | n.a. | n.a. |
| Q4 2022 | 34 | $15.0bn | n.a. | n.a. |
| Q1 2023 | 35 | $16.3bn | n.a. | n.a. |
| Q2 2023 | 34 | $15.5bn | n.a. | n.a. |
| Q3 2023 | 33 | $13.4bn | n.a. | n.a. |
| Q4 2023 | 29 | $12.2bn | 11 | 18 |
| Q1 2024 | 32 | $13.0bn | 16 | 16 |
| Q2 2024 | 28 | $12.4bn | 14 | 16 |
| Q3 2024 | 25 | $12.4bn | 12 | 12 |
| Q4 2024 | 32 | $10.8bn | 17 | 13 |
| Q1 2025 | 31 | $10.6bn | 20 | 9 |
| Q2 2025 | 32 | $9.5bn | 18 | 12 |
| Q3 2025 | 35 | $9.7bn | 19 | 15 |
| Q4 2025 | 34 | $14.8bn | 20 | 23 |
| Q1 2026 | 31 | $15.3bn | 17 | 27 |
| Q2 2026 | 30 | $13.5bn | 24 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
PEP and PM →PEP and KO →PEP and COST →Choose a stock to compare with PEP →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own PEP, latest filings →Back to the 13F Explorer →