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Pershing Square USA LTD

CUSIP: 71531T105 | 102 institutional holders

Quarters

Q3 2026Q2 2026
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Institutional Holders — Q3 2026

Harel Insurance Investments & Financial Services Ltd.3,600,000
0.0% of portfolio›$132.2K
Meitav Investment House LTD2,215,442
0.5% of portfolio›$82.2M
Arena Capital Advisors, LLC- CA436,000
8.1% of portfolio›$16.2M
DBA Trading, LLC410,581
25.7% of portfolio›$15.2M
Cooper Investors PTY LTD275,355
5.4% of portfolio›$10.2M
Blue Bell Private Wealth Management, LLC217,454
1.0% of portfolio›$8.1M
OAK Family Advisors, LLC172,499
1.7% of portfolio›$6.4M
Sanders Morris Harris LLC161,155
0.8% of portfolio›$6.0M
Williams Jones Wealth Management, Llc.128,095
0.1% of portfolio›$4.8M
TrueMark Investments, LLC112,134
0.5% of portfolio›$4.2M
LPL Financial LLC110,334
0.0% of portfolio›$4.1M
Equitec Proprietary Markets, LLC87,789
0.8% of portfolio›$3.3M
Corrado Advisors, LLC82,403
1.5% of portfolio›$3.1M
Salem Investment Counselors Inc64,875
0.1% of portfolio›$2.4M
Allspring Global Investments Holdings, LLC59,916
0.0% of portfolio›$2.2M
Sowell Financial Services LLC55,616
0.1% of portfolio›$2.1M
Closed-End Fund Advisors, Inc.46,082
1.8% of portfolio›$1.7M
Hohimer Wealth Management, LLC34,500
0.1% of portfolio›$1.3M
Sunpointe, LLC20,420
0.2% of portfolio›$757.6K
Independent Investors Inc20,000
0.1% of portfolio›$742.0K
Wedbush Securities Inc17,100
0.0% of portfolio›$634
Institute for Wealth Management, Llc.11,835
0.0% of portfolio›$439.1K
Creative Planning11,165
0.0% of portfolio›$414.2K
Cascade Investment Group, Inc.11,043
0.2% of portfolio›$409.7K
Keystone Wealth Services, LLC10,850
0.1% of portfolio›$397.5K
RFG Advisory, LLC9,700
0.0% of portfolio›$359.9K
JB Capital LLC8,500
0.0% of portfolio›$315.4K
Diversified Trust Co8,000
0.0% of portfolio›$296.8K
TT Capital Management LLC8,000
0.2% of portfolio›$296.8K
Q Fund Management (Hong Kong) Ltd8,000
0.3% of portfolio›$296.8K
FNY Investment Advisers, LLC7,800
0.0% of portfolio›$289
Kestra Advisory Services, LLC7,420
0.0% of portfolio›$275.3K
Commonwealth Equity Services, LLC6,340
0.0% of portfolio›$235.2K
Sage Investment Counsel LLC6,256
0.2% of portfolio›$232.1K
Signaturefd, LLC5,115
0.0% of portfolio›$189.8K
Clearstead Advisors, LLC1,000
0.0% of portfolio›$37.1K
PFS Partners, LLC500
0.0% of portfolio›$18.6K
PNC Financial Services Group, Inc.400
0.0% of portfolio›$14.8K
SJS Investment Consulting Inc.385
0.0% of portfolio›$14.3K
Lanark Financial, Inc.300
0.0% of portfolio›$11.1K
Mcdonald Partners LLC50
0.0% of portfolio›$1.9K
Farther Finance Advisors, LLC50
0.0% of portfolio›$1.9K
Rydar Equities, Inc.10
0.0% of portfolio›$374
StyleTurnoverLocationFiled
Harel Insurance Investments & Financial Services Ltd.
3,600,000$132.2K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Meitav Investment House LTD
2,215,442$82.2M0.5%ETFMediumBene-Beraq, Luxembourg2026-10-28
Arena Capital Advisors, LLC- CA
436,000$16.2M8.1%GARPMediumLos Angeles, CA2026-10-28
DBA Trading, LLC
410,581$15.2M25.7%Agg GrowthHighFort Lauderdale, FL2026-11-04
Cooper Investors PTY LTD
275,355$10.2M5.4%CoreHighMelbourne, Victoria, China2026-10-13
Blue Bell Private Wealth Management, LLC
217,454$8.1M1.0%YieldVery LowBlue Bell, PA2026-10-29
OAK Family Advisors, LLC
172,499$6.4M1.7%CoreMediumChicago, IL2026-10-19
Sanders Morris Harris LLC
161,155$6.0M0.8%GARPLowHouston, TX2026-10-14
Williams Jones Wealth Management, Llc.
128,095$4.8M0.1%GrowthLowNew York, NY2026-11-05
TrueMark Investments, LLC
112,134$4.2M0.5%YieldHighChicago, IL2026-11-05
LPL Financial LLC
110,334$4.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Equitec Proprietary Markets, LLC
87,789$3.3M0.8%Agg GrowthVery HighChicago, IL2026-11-04
Corrado Advisors, LLC
82,403$3.1M1.5%CoreMediumRamsey, NJ2026-10-27
Salem Investment Counselors Inc
64,875$2.4M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Allspring Global Investments Holdings, LLC
59,916$2.2M0.0%CoreMediumCharlotte, NC2026-11-04
Sowell Financial Services LLC
55,616$2.1M0.1%CoreLowNorth Little Rock, AR2026-10-23
Closed-End Fund Advisors, Inc.
46,082$1.7M1.8%YieldMediumRichmond, VA2026-11-04
Hohimer Wealth Management, LLC
34,500$1.3M0.1%CoreHighSeattle, WA2026-11-04
Sunpointe, LLC
20,420$757.6K0.2%GrowthMediumSt. Louis, MO2026-10-22
Independent Investors Inc
20,000$742.0K0.1%GrowthVery LowNesconset, NY2026-10-30
Wedbush Securities Inc
17,100$6340.0%CoreLowPasadena, CA2026-10-22
Institute for Wealth Management, Llc.
11,835$439.1K0.0%GrowthLowDenver, CO2026-11-06
Creative Planning
11,165$414.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Cascade Investment Group, Inc.
11,043$409.7K0.2%CoreLowColorado Springs, CO2026-10-13
Keystone Wealth Services, LLC
10,850$397.5K0.1%ETFHighPalm Desert, CA2026-11-03
RFG Advisory, LLC
9,700$359.9K0.0%ETFMediumBirmingham, AL2026-11-03
JB Capital LLC
8,500$315.4K0.0%ETFMediumWethersfield, CT2026-10-19
Diversified Trust Co
8,000$296.8K0.0%CoreLowMemphis, TN2026-11-06
TT Capital Management LLC
8,000$296.8K0.2%YieldMediumGilbert, AZ2026-10-15
Q Fund Management (Hong Kong) Ltd
8,000$296.8K0.3%Agg GrowthVery HighHong Kong, South Korea2026-10-14
FNY Investment Advisers, LLC
7,800$2890.0%GrowthVery HighNew York, NY2026-10-16
Kestra Advisory Services, LLC
7,420$275.3K0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
6,340$235.2K0.0%ETFLowWaltham, MA2026-11-02
Sage Investment Counsel LLC
6,256$232.1K0.2%ValueMediumFranklin, TN2026-10-26
Signaturefd, LLC
5,115$189.8K0.0%IndexLowAtlanta, GA2026-10-23
Clearstead Advisors, LLC
1,000$37.1K0.0%ETFLowCleveland, OH2026-11-06
PFS Partners, LLC
500$18.6K0.0%ETFVery LowMine Hill, NJ2026-10-21
PNC Financial Services Group, Inc.
400$14.8K0.0%GrowthVery LowPittsburgh, PA2026-11-06
SJS Investment Consulting Inc.
385$14.3K0.0%ETFVery LowSylvania, OH2026-10-26
Lanark Financial, Inc.
300$11.1K0.0%CoreMediumBirmingham, AL2026-10-26
Mcdonald Partners LLC
50$1.9K0.0%CoreLowCleveland, OH2026-11-03
Farther Finance Advisors, LLC
50$1.9K0.0%IndexLowSan Francisco, CA2026-10-08
Rydar Equities, Inc.
10$3740.0%CoreVery LowWeatherford, TX2026-10-13