Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
3,454 institutional managers reported holding PEP for the quarter ended Mar 31, 2026. Together they hold about 72% of shares outstanding; the top 10 hold 35%. 235 opened new positions; 232 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 139.67M | 10.19% | $21.69B | added +0.7% | ≤2013 |
| BlackRock | 115.84M | 8.45% | $17.99B | unchanged | ≤2013 |
| State Street | 59.42M | 4.33% | $9.23B | unchanged | ≤2013 |
| Geode Capital | 34.61M | 2.52% | $5.37B | added +3% | ≤2013 |
| Charles Schwab Investment Management | 30.22M | 2.20% | $4.69B | added +7.5% | ≤2013 |
| Morgan Stanley | 26.58M | 1.94% | $4.13B | added +6.5% | ≤2013 |
| Bank OF America CORP /DE/ | 21.28M | 1.55% | $3.30B | added +0.6% | ≤2013 |
| UBS | 18.38M | 1.34% | $2.85B | added +7.5% | ≤2013 |
| Northern Trust | 14.85M | 1.08% | $2.31B | trimmed -0.9% | ≤2013 |
| Goldman Sachs | 12.26M | 0.89% | $1.90B | trimmed -0.6% | ≤2013 |
| Franklin Resources | 12.11M | 0.88% | $1.88B | trimmed -14.3% | ≤2013 |
| Invesco | 12.06M | 0.88% | $1.87B | trimmed -0.9% | ≤2013 |
| Amundi | 11.44M | 0.83% | $1.78B | added +16.8% | ≤2013 |
| Wells Fargo & COMPANY/MN | 11.44M | 0.83% | $1.78B | added +2.3% | ≤2013 |
| BNY Mellon | 11.11M | 0.81% | $1.73B | trimmed -2.8% | ≤2013 |
| Deutsche Bank AG\ | 9.01M | 0.66% | $1.40B | trimmed -5.2% | ≤2013 |
| Legal & General Group PLC | 8.89M | 0.65% | $1.38B | trimmed -1.2% | ≤2013 |
| Fisher Investments | 8.51M | 0.62% | $1.32B | added +2.6% | ≤2013 |
| Ameriprise Financial INC | 8.27M | 0.60% | $1.28B | added +16% | ≤2013 |
| Dimensional Fund Advisors | 8.04M | 0.59% | $1.25B | added +1.4% | ≤2013 |
| FMR (Fidelity) | 7.90M | 0.58% | $1.23B | added +17.6% | ≤2013 |
| Royal Bank OF Canada | 7.34M | 0.54% | $1.14B | trimmed -4.5% | ≤2013 |
| MFS Investment Management | 7.28M | 0.53% | $1.13B | trimmed -5.5% | ≤2013 |
| Stifel Financial CORP | 6.34M | 0.46% | $984.7M | trimmed -0.5% | ≤2013 |
| AQR Capital | 5.86M | 0.43% | $909.3M | trimmed -11.1% | ≤2013 |
| Acadian Asset Management | 5.60M | 0.41% | $869.5M | added +384.9% | ≤2013 |
| Nuveen | 5.03M | 0.37% | $781.5M | trimmed -12% | ≤2013 |
| Barclays PLC | 5.00M | 0.36% | $775.6M | added +31.4% | ≤2013 |
| Capital Research Global Investors | 4.95M | 0.36% | $767.9M | trimmed -9% | ≤2013 |
| Flossbach VON Storch SE | 4.73M | 0.34% | $733.7M | trimmed -22.6% | 2018 Q1 |
| Mitsubishi UFJ Asset Management CO., LTD. | 4.45M | 0.33% | $691.2M | added +7.2% | ≤2013 |
| VAN ECK Associates CORP | 4.39M | 0.32% | $682.3M | added +9.4% | 2018 Q1 |
| State Farm Mutual Automobile Insurance CO | 4.16M | 0.30% | $646.0M | unchanged | ≤2013 |
| Swiss National Bank | 4.01M | 0.29% | $623.1M | added +7.1% | ≤2013 |
| PNC Financial Services Group, INC. | 3.97M | 0.29% | $616.8M | trimmed -1.5% | ≤2013 |
| First Trust Advisors LP | 3.96M | 0.29% | $615.5M | added +4% | ≤2013 |
| T. Rowe Price | 3.85M | 0.28% | $598.5M | trimmed -1.9% | ≤2013 |
| Raymond James Financial INC | 3.72M | 0.27% | $577.0M | added +14.6% | ≤2013 |
| HighTower Advisors, LLC | 3.70M | 0.27% | $573.9M | added +8% | ≤2013 |
| Hsbc Holdings PLC | 3.63M | 0.27% | $563.2M | trimmed -10.2% | ≤2013 |
| Diamant Asset Management, INC. | 3.59M | 0.26% | $556.9M | added +16146.5% | 2017 Q4 |
| Sumitomo Mitsui Trust Group, INC. | 3.54M | 0.26% | $550.2M | trimmed -2.4% | ≤2013 |
| Holocene Advisors | 3.52M | 0.26% | $546.6M | trimmed -3.5% | 2024 Q2 |
| Wellington Management | 3.33M | 0.24% | $517.1M | trimmed -32.4% | ≤2013 |
| BNP Paribas Financial Markets | 3.29M | 0.24% | $510.7M | trimmed -12.4% | ≤2013 |
| CPP Investment Board | 3.29M | 0.24% | $510.6M | added +4.3% | ≤2013 |
| CalPERS | 3.24M | 0.24% | $503.3M | trimmed -39.7% | ≤2013 |
| National Pension Service | 3.23M | 0.24% | $501.7M | added +2.8% | 2014 Q3 |
| Arrowstreet Capital | 3.10M | 0.23% | $481.4M | trimmed -23% | 2015 Q1 |
| ProShare Advisors LLC | 3.07M | 0.22% | $476.2M | trimmed -10% | ≤2013 |
Largest 50 of 3,454 shown; the full ranked, searchable register is at boothcheck.com/holders/PEP. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.