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DaveManuel.com · Institutional Ownership · Who Owns It

PERSHING SQUARE USA LTD (PSUS)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

88
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
+88
Holder change

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
TEACHER RETIREMENT SYSTEM OF TEXAS$383.9M10,270,0001.03%newNEW
PERSHING SQUARE INC.$149.5M4,000,0000.77%newNEW
Harel Insurance Investments & Financial Services Ltd.$128.3M3,600,0000.62%newNEW
Consulta Ltd$112.1M3,000,0004.05%newNEW
RIVERNORTH CAPITAL MANAGEMENT, LLC$78.1M2,089,2163.71%newNEW
MENORA MIVTACHIM HOLDINGS LTD.$74.8M2,000,0000.29%newNEW
Migdal Insurance & Financial Holdings Ltd.$56.1M1,500,0000.36%newNEW
Alyeska Investment Group, L.P.$43.7M1,169,6740.11%newNEW
Clal Insurance Enterprises Holdings Ltd$37.4M1,000,0000.17%newNEW
CITADEL ADVISORS LLC$23.4M625,9200.00%newNEW
UBS Group AG$23.2M620,7680.00%newNEW
Permanens Capital L.P.$22.5M601,3202.31%newNEW
LAZARD ASSET MANAGEMENT LLC$17.6M470,3780.03%newNEW
Arena Capital Advisors, LLC- CA$16.4M437,5007.87%newNEW
MEITAV INVESTMENT HOUSE LTD$15.4M410,9150.10%newNEW
COOPER INVESTORS PTY LTD$15.3M408,5287.01%newNEW
Thomas J. Herzfeld Advisors, Inc.$10.7M285,4213.28%newNEW
HIGHBRIDGE CAPITAL MANAGEMENT LLC$10.4M278,2380.25%newNEW
MORGAN STANLEY$10.1M271,2310.00%newNEW
NewEdge Advisors, LLC$9.5M254,2600.03%newNEW
Proficio Capital Partners LLC$8.3M222,7300.30%newNEW
WELLS FARGO & COMPANY/MN$8.2M220,5630.00%newNEW
HBK INVESTMENTS L P$7.5M200,0000.07%newNEW
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$6.5M173,6650.81%newNEW
Holowesko Partners Ltd.$5.3M140,7001.33%newNEW
LPL Financial LLC$4.8M127,8210.00%newNEW
KKM Financial LLC$4.5M119,3070.61%newNEW
SALEM INVESTMENT COUNSELORS INC$4.4M118,8750.11%newNEW
Tidal Investments LLC$4.4M116,4010.01%newNEW
Ovata Capital Management Ltd$4.3M115,0730.32%newNEW
SCOGGIN MANAGEMENT LP$3.7M100,0000.40%newNEW
EQUITEC PROPRIETARY MARKETS, LLC$3.7M98,4890.66%newNEW
Banco BTG Pactual S.A.$3.5M92,6250.29%newNEW
STIFEL FINANCIAL CORP$3.0M81,1500.00%newNEW
TrueMark Investments, LLC$2.8M74,0190.35%newNEW
JANE STREET GROUP, LLC$2.7M72,6410.00%newNEW
FRANKLIN RESOURCES INC$2.6M68,6740.00%newNEW
LM Advisors LLC$2.4M63,9500.28%newNEW
CORRADO ADVISORS, LLC$2.3M60,7881.05%newNEW
SFMG, LLC$1.8M49,4450.11%newNEW
BANK OF AMERICA CORP /DE/$1.7M46,2500.00%newNEW
ROYAL BANK OF CANADA$1.6M44,0780.00%newNEW
Orvieto Partners, L.P.$1.5M40,0000.97%newNEW
HRT FINANCIAL LP$1.4M37,3630.00%newNEW
HOHIMER WEALTH MANAGEMENT, LLC$1.3M35,0000.13%newNEW
OAK FAMILY ADVISORS, LLC$1.2M30,8500.29%newNEW
Shaker Financial Services, LLC$1.0M26,8800.31%newNEW
Steward Partners Investment Advisory, LLC$1.0M26,8080.01%newNEW
RAYMOND JAMES FINANCIAL INC$951.7K25,4610.00%newNEW
Allspring Global Investments Holdings, LLC$930.8K24,9000.00%newNEW
Closed-End Fund Advisors, Inc.$775.1K20,7350.76%newNEW
Focus Partners Wealth$770.0K20,6000.00%newNEW
INDEPENDENT INVESTORS INC$747.6K20,0000.14%newNEW
Quantinno Capital Management LP$747.6K20,0000.00%newNEW
Stratos Wealth Partners, LTD.$679.2K18,1700.01%newNEW
Cetera Investment Advisers$643.9K17,2250.00%newNEW
Janney Montgomery Scott LLC$425.0K11,3750.00%newNEW
CASCADE INVESTMENT GROUP, INC.$422.2K11,2940.24%newNEW
Creative Planning$419.4K11,2190.00%newNEW
Institute for Wealth Management, LLC.$339.6K9,0850.03%newNEW
HighTower Advisors, LLC$322.4K8,6240.00%newNEW
Kestra Advisory Services, LLC$308.4K8,2500.00%newNEW
DIVERSIFIED TRUST CO$299.0K8,0000.00%newNEW
FNY Investment Advisers, LLC$291.0K7,8000.10%newNEW
Williams Jones Wealth Management, LLC.$289.7K7,7500.00%newNEW
MARSHALL WACE, LLP$284.1K7,6000.00%newNEW
Schonfeld Strategic Advisors LLC$278.6K7,4520.00%newNEW
TWO SIGMA SECURITIES, LLC$249.4K6,6710.02%newNEW
Private Advisor Group, LLC$221.2K5,9170.00%newNEW
RFG Advisory, LLC$205.6K5,5000.00%newNEW
JB Capital LLC$205.6K5,5000.01%newNEW
SIGNATUREFD, LLC$191.2K5,1150.00%newNEW
OSAIC HOLDINGS, INC.$174.2K4,6590.00%newNEW
Rockefeller Capital Management L.P.$94.0K2,5150.00%newNEW
JPMORGAN CHASE & CO$68.1K1,8290.00%newNEW
ELKHORN PARTNERS LIMITED PARTNERSHIP$37.4K1,0000.03%newNEW
Arax Advisory Partners$29.9K8000.00%newNEW
NATIONAL BANK OF CANADA /FI/$25.1K6720.00%newNEW
PIN OAK INVESTMENT ADVISORS INC$19.0K5000.01%newNEW
SouthState Bank Corp$18.7K5000.00%newNEW
PFS Partners, LLC$18.7K5000.01%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$15.6K4000.00%newNEW
SJS Investment Consulting Inc.$14.4K3850.00%newNEW
LANARK FINANCIAL, INC.$11.2K3000.00%newNEW
Federation des caisses Desjardins du Quebec$6.9K1850.00%newNEW
Bogart Wealth, LLC$3.7K1000.00%newNEW
MCDONALD PARTNERS LLC$1.9K500.00%newNEW
Anchor Investment Management, LLC$748200.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-10-05ISRAEL RYANChief Investment OfficerBought120,816$4.5M
2026-10-02ISRAEL RYANChief Investment OfficerBought78,138$2.9M
2026-10-06ISRAEL RYANChief Investment OfficerBought57,659$2.2M
2026-08-18POLSKY LISADirector, OtherBought6,177$243.7K
2026-06-17Herring BruceDirector, OtherBought5,000$201.2K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-08-03TEACHER RETIREMENT SYSTEM OF TEXAS10% ownerSold70,000$2.7M ×3
2026-08-04TEACHER RETIREMENT SYSTEM OF TEXAS10% ownerSold50,000$1.9M ×2
2026-08-17TEACHER RETIREMENT SYSTEM OF TEXAS10% ownerSold6,205$248.6K

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 202623$140.0M3,774,2789530.0%
Q2 202688$1.3B36,206,17288000.0%