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DaveManuel.com · Institutional Ownership · Who Owns It

Pershing Square Inc. (PS)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

60
Reporting holders
$708.7M
Reported value
5.3%
Of shares outstanding
1.1%
Calls
1.7%
Puts
+59
Holder change

Institutions report 21,005,847 shares against 400,000,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Consulta Ltd$281.2M8,558,95410.15%newNEW
MENORA MIVTACHIM HOLDINGS LTD.$109.1M3,320,5260.43%newNEW
TEACHER RETIREMENT SYSTEM OF TEXAS$100.4M3,054,0000.27%newNEW
Harel Insurance Investments & Financial Services Ltd.$34.4M1,080,0000.17%newNEW
CAZ INVESTMENTS LP$26.4M802,9672.57%newNEW
Migdal Insurance & Financial Holdings Ltd.$14.8M450,0000.09%newNEW
RIVERNORTH CAPITAL MANAGEMENT, LLC$14.8M450,0000.70%newNEW
MILLENNIUM MANAGEMENT LLC$13.6M415,0550.00%newNEW
BAUPOST GROUP LLC/MA$12.9M392,0000.24%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.4M
incl. $10.4M options CALL+PUT
60,7580.00%newNEW
Alberta Investment Management Corp$11.6M352,9680.06%newNEW
UBS Group AG$11.2M342,0370.00%newNEW
Clal Insurance Enterprises Holdings Ltd$9.9M300,0000.04%newNEW
CITADEL ADVISORS LLC$7.7M
incl. $5.6M options CALL+PUT
66,1950.00%newNEW
Williams Jones Wealth Management, LLC.$6.5M198,9980.07%newNEW
MARK ASSET MANAGEMENT LP$5.3M160,4330.35%newNEW
SCOGGIN MANAGEMENT LP$5.1M155,0000.54%newNEW
JANE STREET GROUP, LLC$3.9M
incl. $1.9M options CALL+PUT
61,6330.00%newNEW
EQUITEC PROPRIETARY MARKETS, LLC$3.8M116,5000.68%newNEW
BANK OF AMERICA CORP /DE/$3.4M104,0420.00%newNEW
HRT FINANCIAL LP$2.9M87,9680.01%newNEW
NewEdge Advisors, LLC$1.7M51,8000.01%newNEW
Proficio Capital Partners LLC$1.5M44,4000.05%newNEW
Sage Investment Counsel LLC$1.2M37,7701.24%newNEW
Woodline Partners LP$1.1M32,0480.00%newNEW
LMR Partners LLP$985.8K30,0000.00%newNEW
SALEM INVESTMENT COUNSELORS INC$838.6K25,5200.02%newNEW
READYSTATE ASSET MANAGEMENT LP$821.5K25,0000.03%newNEW
HSBC HOLDINGS PLC$775.0K24,1660.00%newNEW
GROUP ONE TRADING LLC$726.9K
incl. $650.6K options CALL+PUT
2,3200.00%newNEW
Banco BTG Pactual S.A.$608.7K18,5250.05%newNEW
SIMPLEX TRADING, LLC$607.4K
incl. $483.0K options CALL+PUT
3,7830.00%newNEW
Ionic Capital Management LLC$548.8K PUToptions only0.08%newOPTIONS
IHT Wealth Management, LLC$538.3K16,3820.01%newNEW
WEDBUSH SECURITIES INC$529.0K16,1000.01%newNEW
Schonfeld Strategic Advisors LLC$519.3K15,8030.00%newNEW
Cetera Investment Advisers$509.2K15,4960.00%newNEW
SFMG, LLC$487.4K14,8330.03%newNEW
ROYAL BANK OF CANADA$413.0K12,5750.00%newNEW
Permanens Capital L.P.$381.3K11,6030.04%newNEW
CORRADO ADVISORS, LLC$362.8K11,0400.17%newNEW
Rangeley Capital, LLC$361.5K11,0000.33%newNEW
MORGAN STANLEY$306.9K9,3390.00%newNEW
Ancora Advisors LLC$301.7K9,1800.01%newNEW
Inscription Capital, LLC$279.3K8,5000.02%newNEW
HOHIMER WEALTH MANAGEMENT, LLC$262.9K8,0000.03%newNEW
OPPENHEIMER & CO INC$213.6K6,5000.00%newNEW
WHITTIER TRUST CO$203.5K5,7520.00%newNEW
WELLS FARGO & COMPANY/MN$116.7K3,5500.00%newNEW
Caitong International Asset Management Co., Ltd$36.1K1,0990.00%newNEW
FNY Investment Advisers, LLC$31.0K9500.01%newNEW
SouthState Bank Corp$24.6K7500.00%newNEW
OSAIC HOLDINGS, INC.$16.4K5000.00%newNEW
NATIONAL BANK OF CANADA /FI/$14.6K4500.00%newNEW
Asset Planning,Inc$13.1K4000.01%newNEW
Lodestone Wealth Management LLC$7.1K2150.00%newNEW
JONES FINANCIAL COMPANIES LLLP$6.9K2200.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.7K1130.00%newNEW
Tower Research Capital LLC (TRC)$3.2K960.00%newNEW
Anchor Investment Management, LLC$1.1K350.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202612$40.0M714,6455120.0%
Q2 202660$708.7M21,005,84764002.8%
Q2 20211$1.0K240000.0%
Q1 2021189$3.3B147,052,1094668510.3%
Q4 2020227$3.9B182,244,4036757691.3%
Q3 2020214$4.5B259,807,2583095540.3%
Q2 2020223$2.7B156,803,3476087510.6%
Q1 2020188$1.5B153,349,4443277521.2%
Q4 2019188$2.5B143,823,9742368591.3%
Q3 2019196$2.3B136,700,1954690420.7%
Q2 2019227$3.9B126,379,41854106430.8%
Q1 2019225$7.4B231,681,65810772270.3%
Q4 2018125$4.8B204,063,3424300.1%