Pershing Square Inc. (PS)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Consulta Ltd | $281.2M | 8,558,954 | 10.15% | new | NEW |
| MENORA MIVTACHIM HOLDINGS LTD. | $109.1M | 3,320,526 | 0.43% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $100.4M | 3,054,000 | 0.27% | new | NEW |
| Harel Insurance Investments & Financial Services Ltd. | $34.4M | 1,080,000 | 0.17% | new | NEW |
| CAZ INVESTMENTS LP | $26.4M | 802,967 | 2.57% | new | NEW |
| Migdal Insurance & Financial Holdings Ltd. | $14.8M | 450,000 | 0.09% | new | NEW |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $14.8M | 450,000 | 0.70% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $13.6M | 415,055 | 0.00% | new | NEW |
| BAUPOST GROUP LLC/MA | $12.9M | 392,000 | 0.24% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.4M incl. $10.4M options CALL+PUT | 60,758 | 0.00% | new | NEW |
| Alberta Investment Management Corp | $11.6M | 352,968 | 0.06% | new | NEW |
| UBS Group AG | $11.2M | 342,037 | 0.00% | new | NEW |
| Clal Insurance Enterprises Holdings Ltd | $9.9M | 300,000 | 0.04% | new | NEW |
| CITADEL ADVISORS LLC | $7.7M incl. $5.6M options CALL+PUT | 66,195 | 0.00% | new | NEW |
| Williams Jones Wealth Management, LLC. | $6.5M | 198,998 | 0.07% | new | NEW |
| MARK ASSET MANAGEMENT LP | $5.3M | 160,433 | 0.35% | new | NEW |
| SCOGGIN MANAGEMENT LP | $5.1M | 155,000 | 0.54% | new | NEW |
| JANE STREET GROUP, LLC | $3.9M incl. $1.9M options CALL+PUT | 61,633 | 0.00% | new | NEW |
| EQUITEC PROPRIETARY MARKETS, LLC | $3.8M | 116,500 | 0.68% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $3.4M | 104,042 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $2.9M | 87,968 | 0.01% | new | NEW |
| NewEdge Advisors, LLC | $1.7M | 51,800 | 0.01% | new | NEW |
| Proficio Capital Partners LLC | $1.5M | 44,400 | 0.05% | new | NEW |
| Sage Investment Counsel LLC | $1.2M | 37,770 | 1.24% | new | NEW |
| Woodline Partners LP | $1.1M | 32,048 | 0.00% | new | NEW |
| LMR Partners LLP | $985.8K | 30,000 | 0.00% | new | NEW |
| SALEM INVESTMENT COUNSELORS INC | $838.6K | 25,520 | 0.02% | new | NEW |
| READYSTATE ASSET MANAGEMENT LP | $821.5K | 25,000 | 0.03% | new | NEW |
| HSBC HOLDINGS PLC | $775.0K | 24,166 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $726.9K incl. $650.6K options CALL+PUT | 2,320 | 0.00% | new | NEW |
| Banco BTG Pactual S.A. | $608.7K | 18,525 | 0.05% | new | NEW |
| SIMPLEX TRADING, LLC | $607.4K incl. $483.0K options CALL+PUT | 3,783 | 0.00% | new | NEW |
| Ionic Capital Management LLC | $548.8K PUT | options only | 0.08% | new | OPTIONS |
| IHT Wealth Management, LLC | $538.3K | 16,382 | 0.01% | new | NEW |
| WEDBUSH SECURITIES INC | $529.0K | 16,100 | 0.01% | new | NEW |
| Schonfeld Strategic Advisors LLC | $519.3K | 15,803 | 0.00% | new | NEW |
| Cetera Investment Advisers | $509.2K | 15,496 | 0.00% | new | NEW |
| SFMG, LLC | $487.4K | 14,833 | 0.03% | new | NEW |
| ROYAL BANK OF CANADA | $413.0K | 12,575 | 0.00% | new | NEW |
| Permanens Capital L.P. | $381.3K | 11,603 | 0.04% | new | NEW |
| CORRADO ADVISORS, LLC | $362.8K | 11,040 | 0.17% | new | NEW |
| Rangeley Capital, LLC | $361.5K | 11,000 | 0.33% | new | NEW |
| MORGAN STANLEY | $306.9K | 9,339 | 0.00% | new | NEW |
| Ancora Advisors LLC | $301.7K | 9,180 | 0.01% | new | NEW |
| Inscription Capital, LLC | $279.3K | 8,500 | 0.02% | new | NEW |
| HOHIMER WEALTH MANAGEMENT, LLC | $262.9K | 8,000 | 0.03% | new | NEW |
| OPPENHEIMER & CO INC | $213.6K | 6,500 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $203.5K | 5,752 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $116.7K | 3,550 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $36.1K | 1,099 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $31.0K | 950 | 0.01% | new | NEW |
| SouthState Bank Corp | $24.6K | 750 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $16.4K | 500 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $14.6K | 450 | 0.00% | new | NEW |
| Asset Planning,Inc | $13.1K | 400 | 0.01% | new | NEW |
| Lodestone Wealth Management LLC | $7.1K | 215 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $6.9K | 220 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7K | 113 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $3.2K | 96 | 0.00% | new | NEW |
| Anchor Investment Management, LLC | $1.1K | 35 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $40.0M | 714,645 | 5 | 1 | 2 | 0.0% |
| Q2 2026 | 60 | $708.7M | 21,005,847 | 64 | 0 | 0 | 2.8% |
| Q2 2021 | 1 | $1.0K | 24 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 189 | $3.3B | 147,052,109 | 46 | 68 | 51 | 0.3% |
| Q4 2020 | 227 | $3.9B | 182,244,403 | 67 | 57 | 69 | 1.3% |
| Q3 2020 | 214 | $4.5B | 259,807,258 | 30 | 95 | 54 | 0.3% |
| Q2 2020 | 223 | $2.7B | 156,803,347 | 60 | 87 | 51 | 0.6% |
| Q1 2020 | 188 | $1.5B | 153,349,444 | 32 | 77 | 52 | 1.2% |
| Q4 2019 | 188 | $2.5B | 143,823,974 | 23 | 68 | 59 | 1.3% |
| Q3 2019 | 196 | $2.3B | 136,700,195 | 46 | 90 | 42 | 0.7% |
| Q2 2019 | 227 | $3.9B | 126,379,418 | 54 | 106 | 43 | 0.8% |
| Q1 2019 | 225 | $7.4B | 231,681,658 | 107 | 72 | 27 | 0.3% |
| Q4 2018 | 125 | $4.8B | 204,063,342 | 4 | 3 | 0 | 0.1% |
