13F institutional ownership facts

Institutions tracked

50

Reported value

$700,893,099.00

Reported shares

4,513,431

Latest filing period

Q1 2026

Top institutional holders

  1. Charles Schwab · $4,691,552,865 · 0.72%
  2. Jan van Eck - VanEck · $682,330,000 · 0.51%
  3. Franklin Resources · $1,881,141,791 · 0.46%
  4. Cliff Asness - AQR Capital Management · $909,344,328 · 0.42%
  5. Lazard Asset Management · $218,606,547 · 0.36%
  6. Mitsubishi Ufj Asset Management Co., Ltd. · $504,924,193 · 0.34%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$PEP

Institutional Holdings

50

Top Institutions

Top Institutions

1

Charles Schwab

30,210,808 shares

0.72%

% of Portfolio

2

Jan van Eck - VanEck

4,393,907 shares

0.51%

% of Portfolio

3

Franklin Resources

12,113,736 shares

0.46%

% of Portfolio

4

Cliff Asness - AQR Capital Management

5,855,782 shares

0.42%

% of Portfolio

5

Lazard Asset Management

1,407,731 shares

0.36%

% of Portfolio

6

Mitsubishi Ufj Asset Management Co., Ltd.

3,251,492 shares

0.34%

% of Portfolio

7

New York State Teachers Retirement System

1,077,069 shares

0.34%

% of Portfolio

8

Canada Pension Plan Investment Board

3,288,048 shares

0.33%

% of Portfolio

9

Geode Capital Management

34,611,819 shares

0.33%

% of Portfolio

10

Legal & General

8,894,774 shares

0.32%

% of Portfolio

11

State Street Corp

59,419,350 shares

0.32%

% of Portfolio

12

CalPERS

3,241,048 shares

0.31%

% of Portfolio

13

Larry Fink - BlackRock

115,841,477 shares

0.31%

% of Portfolio

14

Northern Trust Corp

14,853,134 shares

0.30%

% of Portfolio

15

Invesco

12,060,682 shares

0.29%

% of Portfolio

16

SG Americas Securities

1,549,237 shares

0.26%

% of Portfolio

17

Morgan Stanley

26,581,174 shares

0.25%

% of Portfolio

18

David Solomon - Goldman Sachs

12,257,998 shares

0.22%

% of Portfolio

19

Adage Capital Partners

879,461 shares

0.21%

% of Portfolio

20

Voya Investment Mgmt

1,223,645 shares

0.20%

% of Portfolio

21

Ken Fisher - Fisher Asset Management

8,510,337 shares

0.45%

% of Portfolio

22

PNC Financial Services

3,972,068 shares

0.36%

% of Portfolio

23

Robeco Institutional Asset Management

1,022,850 shares

0.23%

% of Portfolio

24

Nuveen

5,033,176 shares

0.21%

% of Portfolio

25

UBS Group

7,106,908 shares

0.17%

% of Portfolio

26

BNP Paribas

1,998,939 shares

0.15%

% of Portfolio

27

AllianceBernstein (AB)

2,962,194 shares

0.14%

% of Portfolio

28

Neuberger Berman

1,012,020 shares

0.12%

% of Portfolio

29

Wellington Management

3,330,338 shares

0.10%

% of Portfolio

30

Dmitry Balyasny - Balyasny Asset Management

337,068 shares

0.07%

% of Portfolio

31

T. Rowe Price

3,854,239 shares

0.07%

% of Portfolio

32

Israel Englander - Millennium Management

968,159 shares

0.06%

% of Portfolio

33

Rajiv Jain - Gqg Partners

1,061,310 shares

0.26%

% of Portfolio

34

Mike Hankin - Brown Advisory INC

369,026 shares

0.09%

% of Portfolio

35

Jennison Associates

529,129 shares

0.06%

% of Portfolio

36

David E. Shaw - D.E. Shaw & Co.

414,190 shares

0.04%

% of Portfolio

37

Jane Street Group

80,722 shares

0.00%

% of Portfolio

38

First Eagle Investment Management

46,457 shares

0.01%

% of Portfolio

39

Ken Griffin - Citadel Advisors

379,118 shares

0.01%

% of Portfolio

40

Two Sigma Investments

103,298 shares

0.01%

% of Portfolio

41

Baillie Gifford

627,294 shares

0.10%

% of Portfolio

42

Capital World Investors

1,352,316 shares

0.03%

% of Portfolio

43

Jeremy Grantham - GMO

84,220 shares

0.03%

% of Portfolio

44

Fidelity International (FIL)

50,846 shares

0.01%

% of Portfolio

45

Janus Henderson Group

188,029 shares

0.01%

% of Portfolio

46

Josef Lakonishok - Lsv Asset Management

25,799 shares

0.01%

% of Portfolio

47

Bill Nygren - Oakmark Select Fund

1,665 shares

NaN%

% of Portfolio

48

Dodge & Cox

3,075 shares

NaN%

% of Portfolio

49

Donald Yacktman - Yacktman Asset Management

2,027,967 shares

4.20%

% of Portfolio

50

PFA Pension

825,702 shares

0.39%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

43%

MEDIUM

32%

SMALL

-19%

Geographic Distribution

North America
74%
Europe
18%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

39

Sellers

38

Holders

77

New

14

Exited

8

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

17

Insider Sellers

38

Purchase Value

$37.1M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
Unlock Pro to view full data

RatingPRO

89

A

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
94
Recent Activity
78
Concentration
72
Momentum
71
Stability
75

Recent Actions

New

14

Increased

33

Decreased

20

Exited

2

Total

45

Unlock Pro to view full data