Pershing Square USA, Ltd. (PSUS) — Institutional Holders, Q2 2026

88 institutional investment managers reported a PSUS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

PSUS 13F holders ranked 1–88 of 88

Institutional investors reporting a position in Pershing Square USA, Ltd. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
TEACHER RETIREMENT SYSTEM OF TEXAS#1 · 10,270,000 sh$383.9M—
PERSHING SQUARE HOLDCO, L.P.#2 · 4,000,000 sh$149.5M—
Harel Insurance Investments & Financial Services Ltd.#3 · 3,600,000 sh$128.3M—
Consulta Ltd#4 · 3,000,000 sh$112.1M—
RIVERNORTH CAPITAL MANAGEMENT#5 · 2,089,216 sh$78.1M—
MENORA MIVTACHIM LTD.#6 · 2,000,000 sh$74.8M—
Migdal Insurance & Financial Ltd.#7 · 1,500,000 sh$56.1M—
Alyeska Investment Group, L.P.#8 · 1,169,674 sh$43.7M—
Clal Insurance Enterprises Ltd#9 · 1,000,000 sh$37.4M—
CITADEL ADVISORS#10 · 625,920 sh$23.4M—
UBS Group AG#11 · 620,768 sh$23.2M—
Permanens Capital L.P.#12 · 601,320 sh$22.5M—
LAZARD ASSET MANAGEMENT#13 · 470,378 sh$17.6M—
MEITAV INVESTMENT HOUSE LTD#14 · 410,915 sh$15.4M—
COOPER INVESTORS PTY LTD#15 · 408,528 sh$15.3M—
Thomas J. Herzfeld Advisors#16 · 285,421 sh$10.7M—
HIGHBRIDGE CAPITAL MANAGEMENT#17 · 278,238 sh$10.4M—
MORGAN STANLEY#18 · 271,231 sh$10.1M—
NewEdge Advisors#19 · 254,260 sh$9.5M—
Proficio Capital Partners#20 · 222,730 sh$8.3M—
WELLS FARGO & COMPANY#21 · 220,563 sh$8.2M—
HBK INVESTMENTS L P#22 · 200,000 sh$7.5M—
BLUE BELL PRIVATE WEALTH MANAGEMENT#23 · 173,665 sh$6.5M—
Holowesko Partners Ltd.#24 · 140,700 sh$5.3M—
LPL Financial#25 · 127,821 sh$4.8M—
KKM Financial#26 · 119,307 sh$4.5M—
SALEM INVESTMENT COUNSELORS#27 · 118,875 sh$4.4M—
Toroso Investments#28 · 116,401 sh$4.4M—
Ovata Capital Management Ltd#29 · 115,073 sh$4.3M—
SCOGGIN MANAGEMENT#30 · 100,000 sh$3.7M—
EQUITEC PROPRIETARY MARKETS#31 · 98,489 sh$3.7M—
Banco BTG Pactual S.A.#32 · 92,625 sh$3.5M—
STIFEL FINANCIAL#33 · 81,150 sh$3.0M—
TrueMark Investments#34 · 74,019 sh$2.8M—
JANE STREET GROUP#35 · 72,641 sh$2.7M—
FRANKLIN RESOURCES#36 · 68,674 sh$2.6M—
LM Advisors#37 · 63,950 sh$2.4M—
CORRADO ADVISORS#38 · 60,788 sh$2.3M—
SFMG#39 · 49,445 sh$1.8M—
BANK OF AMERICA#40 · 46,250 sh$1.7M—
ROYAL BANK OF CANADA#41 · 44,078 sh$1.6M—
Orvieto Partners, L.P.#42 · 40,000 sh$1.5M—
HRT FINANCIAL#43 · 37,363 sh$1.4M—
HOHIMER WEALTH MANAGEMENT#44 · 35,000 sh$1.3M—
OAK FAMILY ADVISORS#45 · 30,850 sh$1.2M—
Shaker Financial Services#46 · 26,880 sh$1.0M—
Steward Partners Investment Advisory#47 · 26,808 sh$1.0M—
RAYMOND JAMES FINANCIAL#48 · 25,461 sh$951.7K—
Allspring Global Investments#49 · 24,900 sh$930.8K—
Closed-End Fund Advisors#50 · 20,735 sh$775.1K—
Focus Partners Wealth#51 · 20,600 sh$770.0K—
INDEPENDENT INVESTORS#52 · 20,000 sh$747.6K—
Quantinno Capital Management#53 · 20,000 sh$747.6K—
Stratos Wealth Partners, LTD.#54 · 18,170 sh$679.2K—
Cetera Investment Advisers#55 · 17,225 sh$643.9K—
Janney Montgomery Scott#56 · 11,375 sh$425.0K—
CASCADE INVESTMENT GROUP#57 · 11,294 sh$422.2K—
Creative Planning#58 · 11,219 sh$419.4K—
Institute for Wealth Management#59 · 9,085 sh$339.6K—
HighTower Advisors#60 · 8,624 sh$322.4K—
Kestra Advisory Services#61 · 8,250 sh$308.4K—
Diversified#62 · 8,000 sh$299.0K—
FNY Investment Advisers#63 · 7,800 sh$291.0K—
Williams Jones Wealth Management#64 · 7,750 sh$289.7K—
MARSHALL WACE, LLP#65 · 7,600 sh$284.1K—
Schonfeld Strategic Advisors#66 · 7,452 sh$278.6K—
TWO SIGMA SECURITIES#67 · 6,671 sh$249.4K—
Private Advisor Group#68 · 5,917 sh$221.2K—
RFG Advisory#69 · 5,500 sh$205.6K—
JB Capital#70 · 5,500 sh$205.6K—
SIGNATUREFD#71 · 5,115 sh$191.2K—
OSAIC#72 · 4,659 sh$174.2K—
Integrated Wealth Concepts#73 · 3,878 sh$145.0K—
Rockefeller Capital Management L.P.#74 · 2,515 sh$94.0K—
JPMORGAN CHASE#75 · 1,829 sh$68.1K—
ELKHORN PARTNERS LIMITED PARTNERSHIP#76 · 1,000 sh$37.4K—
SRS Capital Advisors#77 · 800 sh$29.9K—
NATIONAL BANK OF CANADA#78 · 672 sh$25.1K—
PFS Partners#79 · 500 sh$18.7K—
SouthState Bank#80 · 500 sh$18.7K—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#81 · 400 sh$15.6K—
SJS Investment Consulting#82 · 385 sh$14.4K—
NBC SECURITIES#83 · 300 sh$11.2K—
Federation des caisses Desjardins du Quebec#84 · 185 sh$6.9K—
Bogart Wealth#85 · 100 sh$3.7K—
MCDONALD PARTNERS#86 · 50 sh$1.9K—
Anchor Investment Management#87 · 20 sh$748.00—
Arena Capital Advisors, - CA#88 · 437,500 sh——

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for the prior quarter without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.