PS · Company research
Pershing Square Inc. (PS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| DIVERSIFIED TRUST CO | 1479844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000 | 299040 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11375 | 425 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HBK INVESTMENTS L P | 1011443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200000 | 7476000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Banco BTG Pactual S.A. | 1536080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92625 | 3462323 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5917 | 221175 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20600 | 770028 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185 | 6915 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FNY Investment Advisers, LLC | 1742998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7800 | 291 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 24645 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6500 | 213590 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Proficio Capital Partners LLC | 1654175 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222730 | 8325647 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Alberta Investment Management Corp | 1463559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 352968 | 11598528 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 361460 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96 | 3155 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COOPER INVESTORS PTY LTD | 1561728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 408528 | 15270777 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18170 | 679195 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MENORA MIVTACHIM HOLDINGS LTD. | 1351917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3320526 | 109112484 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Clal Insurance Enterprises Holdings Ltd | 1376192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000000 | 37380 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113 | 3713 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PERSHING SQUARE INC. | 2026053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000000 | 149520000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rangeley Capital, LLC | 1517796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 361460 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385 | 14392 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254260 | 9504239 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3878 | 144960 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TrueMark Investments, LLC | 1974457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74019 | 2766830 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Thomas J. Herzfeld Advisors, Inc. | 1509510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285421 | 10669037 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Migdal Insurance & Financial Holdings Ltd. | 1415912 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500000 | 56070000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4300 | 160734 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| READYSTATE ASSET MANAGEMENT LP | 1900923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 821500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 11214 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116401 | 4351069 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 747600 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JB Capital LLC | 1879371 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5500 | 205590 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43575 | 1629000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15803 | 519285 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Harel Insurance Investments & Financial Services Ltd. | 1429390 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3600000 | 128267 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Sage Investment Counsel LLC | 2055178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37770 | 1241122 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| SALEM INVESTMENT COUNSELORS INC | 884423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118875 | 4443548 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8624 | 322365 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125 | 4673 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Financial Gravity Companies, Inc. | 1377167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166 | 8212 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 800 | 29904 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| KKM Financial LLC | 2001943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119307 | 4474013 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orvieto Partners, L.P. | 2052484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40000 | 1495200 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13036 | 487286 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243900 | 8014554 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Permanens Capital L.P. | 1599637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 601320 | 22477355 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HOHIMER WEALTH MANAGEMENT, LLC | 1802533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35000 | 1308300 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| State of Wyoming | 1821626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 0 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ionic Capital Management LLC | 1386462 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16700 | 548762 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PIN OAK INVESTMENT ADVISORS INC | 1094584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 19 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 672 | 25079 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Asset Planning,Inc | 2048547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 13144 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CASCADE INVESTMENT GROUP, INC. | 919447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11294 | 422170 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Williams Jones Wealth Management, LLC. | 1788587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198598 | 6525930 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CORRADO ADVISORS, LLC | 1482611 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60788 | 2272256 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| INDEPENDENT INVESTORS INC | 1121908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 747600 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87968 | 2890 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LMR Partners LLP | 1578621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 985800 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130148 | 4864932 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17225 | 643871 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SCOGGIN MANAGEMENT LP | 1086416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155000 | 5093300 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MARK ASSET MANAGEMENT LP | 860176 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160433 | 5271828 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 796848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10270000 | 383892600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 15552 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MEITAV INVESTMENT HOUSE LTD | 1398346 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 410915 | 15360003 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11219 | 419366 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1099 | 36113 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 928400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 37380 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Kestra Advisory Services, LLC | 1830819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8250 | 308385 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 919185 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 278238 | 10364366 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BAUPOST GROUP LLC/MA | 1061768 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 392000 | 12881 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Closed-End Fund Advisors, Inc. | 2103520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20735 | 775074 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Alyeska Investment Group, L.P. | 1453072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1169674 | 43722414 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43413 | 1622778 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Shaker Financial Services, LLC | 1511794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26880 | 1004775 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220 | 6939 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bogart Wealth, LLC | 1715740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 3738 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| TWO SIGMA SECURITIES, LLC | 1450144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6671 | 249362 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lodestone Wealth Management LLC | 1950158 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215 | 7065 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.