Whale Analyzer
PEP Institutional Holders and 13F Ownership
Compare 19 tracked holders of PEP, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Capital Research Global Investors, National Pension Service, Yacktman Asset Management, and Elliott Investment Management.
Continue to the live PEP dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Research Global Investors 13F holdings | $672.9M | 5.0M | Increased | 2026-06-30 |
| National Pension Service 13F holdings | $456.1M | 3.4M | Increased | 2026-06-30 |
| Yacktman Asset Management 13F holdings | $265.7M | 2.1M | Increased | 2026-09-30 |
| Elliott Investment Management 13F holdings | $172.6M | 1.3M | Held | 2026-06-30 |
| Lindsell Train 13F holdings | $120.5M | 951.0K | Reduced | 2026-09-30 |
| Baillie Gifford & Co 13F holdings | $81.8M | 603.8K | Reduced | 2026-06-30 |
| Matrix Asset Advisors 13F holdings | $37.7M | 297.5K | Increased | 2026-09-30 |
| Torray Funds 13F holdings | $20.7M | 163.3K | Increased | 2026-09-30 |
| Bridgewater Associates 13F holdings | $16.3M | 120.4K | Increased | 2026-06-30 |
| Markel Group 13F holdings | $12.2M | 96.2K | Held | 2026-09-30 |
| Jensen Investment Management 13F holdings | $10.8M | 79.9K | Reduced | 2026-06-30 |
| First Eagle Investment Management 13F holdings | $6.5M | 48.2K | Increased | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Yacktman Asset Management SEC filing (0000905567-26-000005) · report date 2026-09-30
- Elliott Investment Management SEC filing (0001013594-26-000915) · report date 2026-06-30
- Lindsell Train SEC filing (0001172661-26-004793) · report date 2026-09-30
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Matrix Asset Advisors SEC filing (0001172661-26-004502) · report date 2026-09-30
- Torray Funds SEC filing (0001193125-26-439683) · report date 2026-09-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Jensen Investment Management SEC filing (0001171200-26-000010) · report date 2026-06-30
- First Eagle Investment Management SEC filing (0001325447-26-000033) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Gardner Russo & Quinn SEC filing (0000860643-26-000005) · report date 2026-06-30
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
- Kahn Brothers Group SEC filing (0001039565-26-000006) · report date 2026-06-30
Tracked-sample concentration
Reported position value for PEP is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 35.8% of aggregate reported value in this sample
- Top 5 tracked holders: 89.8% of aggregate reported value in this sample
- Top 10 tracked holders: 98.7% of aggregate reported value in this sample
Whale activity this quarter
Across 19 tracked holders, 9 increased, 6 held, 4 reduced. Net positioning is net buying.
- Capital Research Global Investors ($672.9M) (▲ 0.5% qoq shares) · modeled avg cost estimate $98.88
- National Pension Service ($456.1M) (▲ 4.2% qoq shares) · modeled avg cost estimate $137.61
- Yacktman Asset Management ($265.7M) (▲ 1.2% qoq shares) · modeled avg cost estimate $148.57
- Elliott Investment Management ($172.6M) (→ 0.0% qoq shares) · modeled avg cost estimate $148.74
- Lindsell Train ($120.5M) (▼ 7.1% qoq shares) · modeled avg cost estimate $146.94
- Baillie Gifford & Co ($81.8M) (▼ 3.7% qoq shares) · modeled avg cost estimate $135.19
- Matrix Asset Advisors ($37.7M) (▲ 11.0% qoq shares)
- Torray Funds ($20.7M) (▲ 11.6% qoq shares) · modeled avg cost estimate $145.92
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 11 covered tracked holders is $126.44 versus a current price of $141.34, so PEP trades above that estimate (+11.8%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Other
PEP sits within the Other sector alongside 1558 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live PEP dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on PEP with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns PEP stock?
Whale Analyzer tracks 19 public-disclosure holders of PEP with a combined reported value of $1.88B. See the holder table above for the largest tracked positions.
Which top funds are buying PEP?
Tracked holders were net buying last quarter — 9 increased, 6 held, 4 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked PEP sample?
The top five tracked holders account for 89.8% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does PEP compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 11 covered tracked holders is $126.44 versus a current price of $141.34 (+11.8%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for PEP?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive PEP dashboard to explore them, or read our 13F Alpha Signals Guide.