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Pershing Square USA LTD

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares3,600,000 from 3,600,000
Change0 (0%)
Value$132.2K (+$3.9K)
Filed 2026-11-02
Meitav Investment House LTD
INCREASED
Shares2,215,442 from 410,915
Change+1,804,527 (+439%)
Value$82.2M (+$66.8M)
Filed 2026-10-28
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED
Shares1,500,000 from 1,500,000
Change0 (0%)
Value$55.7M (-$420.0K)
Filed 2026-11-09
Arena Capital Advisors, LLC- CA
DECREASED
Shares436,000 from 437,500
Change-1,500 (0%)
Value$16.2M (-$178.2K)
Filed 2026-10-28
DBA Trading, LLC
NEW
Shares410,581
Change+410,581
Value$15.2M
Filed 2026-11-04
Cooper Investors PTY LTD
DECREASED
Shares275,355 from 408,528
Change-133,173 (-33%)
Value$10.2M (-$5.1M)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED
Shares217,454 from 173,665
Change+43,789 (+25%)
Value$8.1M (+$1.6M)
Filed 2026-10-29
OAK Family Advisors, LLC
INCREASED
Shares172,499 from 30,850
Change+141,649 (+459%)
Value$6.4M (+$5.2M)
Filed 2026-10-19
Sanders Morris Harris LLC
NEW
Shares161,155
Change+161,155
Value$6.0M
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED
Shares128,095 from 7,750
Change+120,345 (+1553%)
Value$4.8M (+$4.5M)
Filed 2026-11-05
TrueMark Investments, LLC
INCREASED
Shares112,134 from 74,019
Change+38,115 (+51%)
Value$4.2M (+$1.4M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares110,334 from 127,821
Change-17,487 (-14%)
Value$4.1M (-$684.6K)
Filed 2026-11-06
Equitec Proprietary Markets, LLC
DECREASED
Shares87,789 from 98,489
Change-10,700 (-11%)
Value$3.3M (-$424.5K)
Filed 2026-11-04
Corrado Advisors, LLC
INCREASED
Shares82,403 from 60,788
Change+21,615 (+36%)
Value$3.1M (+$784.9K)
Filed 2026-10-27
Salem Investment Counselors Inc
DECREASED
Shares64,875 from 118,875
Change-54,000 (-45%)
Value$2.4M (-$2.0M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares59,916 from 24,900
Change+35,016 (+141%)
Value$2.2M (+$1.3M)
Filed 2026-11-04
Sowell Financial Services LLC
NEW
Shares55,616
Change+55,616
Value$2.1M
Filed 2026-10-23
Closed-End Fund Advisors, Inc.
INCREASED
Shares46,082 from 20,735
Change+25,347 (+122%)
Value$1.7M (+$934.6K)
Filed 2026-11-04
Hohimer Wealth Management, LLC
DECREASED
Shares34,500 from 35,000
Change-500 (-1%)
Value$1.3M (-$28.4K)
Filed 2026-11-04
GatePass Capital, LLC
NEW
Shares26,385
Change+26,385
Value$978.9K
Filed 2026-11-09
Sunpointe, LLC
NEW
Shares20,420
Change+20,420
Value$757.6K
Filed 2026-10-22
Independent Investors Inc
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$742.0K (-$5.6K)
Filed 2026-10-30
Wedbush Securities Inc
NEW
Shares17,100
Change+17,100
Value$634
Filed 2026-10-22
HighTower Advisors, LLC
INCREASED
Shares13,114 from 8,624
Change+4,490 (+52%)
Value$486.5K (+$164.2K)
Filed 2026-11-10
Institute for Wealth Management, Llc.
INCREASED
Shares11,835 from 9,085
Change+2,750 (+30%)
Value$439.1K (+$99.5K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares11,165 from 11,219
Change-54 (0%)
Value$414.2K (-$5.1K)
Filed 2026-11-02
Cascade Investment Group, Inc.
DECREASED
Shares11,043 from 11,294
Change-251 (-2%)
Value$409.7K (-$12.5K)
Filed 2026-10-13
Keystone Wealth Services, LLC
NEW
Shares10,850
Change+10,850
Value$397.5K
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares9,700 from 5,500
Change+4,200 (+76%)
Value$359.9K (+$154.3K)
Filed 2026-11-03
JB Capital LLC
INCREASED
Shares8,500 from 5,500
Change+3,000 (+55%)
Value$315.4K (+$109.8K)
Filed 2026-10-19
Q Fund Management (Hong Kong) Ltd
NEW
Shares8,000
Change+8,000
Value$296.8K
Filed 2026-10-14
TT Capital Management LLC
NEW
Shares8,000
Change+8,000
Value$296.8K
Filed 2026-10-15
Diversified Trust Co
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$296.8K (-$2.2K)
Filed 2026-11-06
FNY Investment Advisers, LLC
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$289 (-$2)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares7,420 from 8,250
Change-830 (-10%)
Value$275.3K (-$33.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
NEW
Shares6,340
Change+6,340
Value$235.2K
Filed 2026-11-02
Sage Investment Counsel LLC
NEW
Shares6,256
Change+6,256
Value$232.1K
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares5,115 from 5,115
Change0 (0%)
Value$189.8K (-$1.4K)
Filed 2026-10-23
Clearstead Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$37.1K
Filed 2026-11-06
SouthState Bank Corp
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$18.6K (-$140)
Filed 2026-11-09
PFS Partners, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$18.6K (-$140)
Filed 2026-10-21
PNC Financial Services Group, Inc.
NEW
Shares400
Change+400
Value$14.8K
Filed 2026-11-06
SJS Investment Consulting Inc.
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$14.3K (-$108)
Filed 2026-10-26
Lanark Financial, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$11.1K (-$84)
Filed 2026-10-26
Farther Finance Advisors, LLC
NEW
Shares50
Change+50
Value$1.9K
Filed 2026-10-08
Mcdonald Partners LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.9K (-$14)
Filed 2026-11-03
Harbour Investments, Inc.
NEW
Shares11
Change+11
Value$408
Filed 2026-11-09
Rydar Equities, Inc.
NEW
Shares10
Change+10
Value$374
Filed 2026-10-13
Shaker Financial Services, LLC
CLOSED
Shares0 from 26,880
Change-26,880 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-14
International Assets Investment Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$15.6K)
Filed 2026-11-02
Teacher Retirement System of Texas
N/A
Shares— from 10,270,000
Change-10,270,000 (-100%)
Value—
Pershing Square Inc.
N/A
Shares— from 4,000,000
Change-4,000,000 (-100%)
Value—
Consulta Ltd
N/A
Shares— from 3,000,000
Change-3,000,000 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 2,089,216
Change-2,089,216 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 2,000,000
Change-2,000,000 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,169,674
Change-1,169,674 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 625,920
Change-625,920 (-100%)
Value—
UBS Group AG
N/A
Shares— from 620,768
Change-620,768 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 601,320
Change-601,320 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 470,378
Change-470,378 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 285,421
Change-285,421 (-100%)
Value—
Highbridge Capital Management LLC
N/A
Shares— from 278,238
Change-278,238 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 271,231
Change-271,231 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 254,260
Change-254,260 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 222,730
Change-222,730 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 220,563
Change-220,563 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 140,700
Change-140,700 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 119,307
Change-119,307 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 116,401
Change-116,401 (-100%)
Value—
Ovata Capital Management Ltd
N/A
Shares— from 115,073
Change-115,073 (-100%)
Value—
Scoggin Management LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 92,625
Change-92,625 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 81,150
Change-81,150 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 72,641
Change-72,641 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 68,674
Change-68,674 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 63,950
Change-63,950 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 49,445
Change-49,445 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 46,250
Change-46,250 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 44,078
Change-44,078 (-100%)
Value—
Orvieto Partners, L.P.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 37,363
Change-37,363 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,808
Change-26,808 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 25,461
Change-25,461 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,600
Change-20,600 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,170
Change-18,170 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,225
Change-17,225 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,375
Change-11,375 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,452
Change-7,452 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 800
Change-800 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 672
Change-672 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 185
Change-185 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED3,600,0003,600,00000%$128.3K$132.2K+$3.9K2026-11-02
Meitav Investment House LTD
INCREASED2,215,442410,915+1,804,527+439%$15.4M$82.2M+$66.8M2026-10-28
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED1,500,0001,500,00000%$56.1M$55.7M-$420.0K2026-11-09
Arena Capital Advisors, LLC- CA
DECREASED436,000437,500-1,5000%$16.4M$16.2M-$178.2K2026-10-28
DBA Trading, LLC
NEW410,581—+410,581——$15.2M—2026-11-04
Cooper Investors PTY LTD
DECREASED275,355408,528-133,173-33%$15.3M$10.2M-$5.1M2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED217,454173,665+43,789+25%$6.5M$8.1M+$1.6M2026-10-29
OAK Family Advisors, LLC
INCREASED172,49930,850+141,649+459%$1.2M$6.4M+$5.2M2026-10-19
Sanders Morris Harris LLC
NEW161,155—+161,155——$6.0M—2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED128,0957,750+120,345+1553%$289.7K$4.8M+$4.5M2026-11-05
TrueMark Investments, LLC
INCREASED112,13474,019+38,115+51%$2.8M$4.2M+$1.4M2026-11-05
LPL Financial LLC
DECREASED110,334127,821-17,487-14%$4.8M$4.1M-$684.6K2026-11-06
Equitec Proprietary Markets, LLC
DECREASED87,78998,489-10,700-11%$3.7M$3.3M-$424.5K2026-11-04
Corrado Advisors, LLC
INCREASED82,40360,788+21,615+36%$2.3M$3.1M+$784.9K2026-10-27
Salem Investment Counselors Inc
DECREASED64,875118,875-54,000-45%$4.4M$2.4M-$2.0M2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED59,91624,900+35,016+141%$930.8K$2.2M+$1.3M2026-11-04
Sowell Financial Services LLC
NEW55,616—+55,616——$2.1M—2026-10-23
Closed-End Fund Advisors, Inc.
INCREASED46,08220,735+25,347+122%$775.1K$1.7M+$934.6K2026-11-04
Hohimer Wealth Management, LLC
DECREASED34,50035,000-500-1%$1.3M$1.3M-$28.4K2026-11-04
GatePass Capital, LLC
NEW26,385—+26,385——$978.9K—2026-11-09
Sunpointe, LLC
NEW20,420—+20,420——$757.6K—2026-10-22
Independent Investors Inc
UNCHANGED20,00020,00000%$747.6K$742.0K-$5.6K2026-10-30
Wedbush Securities Inc
NEW17,100—+17,100——$634—2026-10-22
HighTower Advisors, LLC
INCREASED13,1148,624+4,490+52%$322.4K$486.5K+$164.2K2026-11-10
Institute for Wealth Management, Llc.
INCREASED11,8359,085+2,750+30%$339.6K$439.1K+$99.5K2026-11-06
Creative Planning
DECREASED11,16511,219-540%$419.4K$414.2K-$5.1K2026-11-02
Cascade Investment Group, Inc.
DECREASED11,04311,294-251-2%$422.2K$409.7K-$12.5K2026-10-13
Keystone Wealth Services, LLC
NEW10,850—+10,850——$397.5K—2026-11-03
RFG Advisory, LLC
INCREASED9,7005,500+4,200+76%$205.6K$359.9K+$154.3K2026-11-03
JB Capital LLC
INCREASED8,5005,500+3,000+55%$205.6K$315.4K+$109.8K2026-10-19
Q Fund Management (Hong Kong) Ltd
NEW8,000—+8,000——$296.8K—2026-10-14
TT Capital Management LLC
NEW8,000—+8,000——$296.8K—2026-10-15
Diversified Trust Co
UNCHANGED8,0008,00000%$299.0K$296.8K-$2.2K2026-11-06
FNY Investment Advisers, LLC
UNCHANGED7,8007,80000%$291$289-$22026-10-16
Kestra Advisory Services, LLC
DECREASED7,4208,250-830-10%$308.4K$275.3K-$33.1K2026-11-02
Commonwealth Equity Services, LLC
NEW6,340—+6,340——$235.2K—2026-11-02
Sage Investment Counsel LLC
NEW6,256—+6,256——$232.1K—2026-10-26
Signaturefd, LLC
UNCHANGED5,1155,11500%$191.2K$189.8K-$1.4K2026-10-23
Clearstead Advisors, LLC
NEW1,000—+1,000——$37.1K—2026-11-06
SouthState Bank Corp
UNCHANGED50050000%$18.7K$18.6K-$1402026-11-09
PFS Partners, LLC
UNCHANGED50050000%$18.7K$18.6K-$1402026-10-21
PNC Financial Services Group, Inc.
NEW400—+400——$14.8K—2026-11-06
SJS Investment Consulting Inc.
UNCHANGED38538500%$14.4K$14.3K-$1082026-10-26
Lanark Financial, Inc.
UNCHANGED30030000%$11.2K$11.1K-$842026-10-26
Farther Finance Advisors, LLC
NEW50—+50——$1.9K—2026-10-08
Mcdonald Partners LLC
UNCHANGED505000%$1.9K$1.9K-$142026-11-03
Harbour Investments, Inc.
NEW11—+11——$408—2026-11-09
Rydar Equities, Inc.
NEW10—+10——$374—2026-10-13
Shaker Financial Services, LLC
CLOSED026,880-26,880-100%$1.0M$0-$1.0M2026-10-14
International Assets Investment Management, LLC
CLOSED0400-400-100%$15.6K$0-$15.6K2026-11-02
Teacher Retirement System of Texas
N/A—10,270,000-10,270,000-100%$383.9M———
Pershing Square Inc.
N/A—4,000,000-4,000,000-100%$149.5M———
Consulta Ltd
N/A—3,000,000-3,000,000-100%$112.1M———
Rivernorth Capital Management, LLC
N/A—2,089,216-2,089,216-100%$78.1M———
Menora Mivtachim Holdings Ltd.
N/A—2,000,000-2,000,000-100%$74.8M———
Alyeska Investment Group, L.P.
N/A—1,169,674-1,169,674-100%$43.7M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,000,000-1,000,000-100%$37.4K———
Citadel Advisors LLC
N/A—625,920-625,920-100%$23.4M———
UBS Group AG
N/A—620,768-620,768-100%$23.2M———
Permanens Capital L.P.
N/A—601,320-601,320-100%$22.5M———
Lazard Asset Management LLC
N/A—470,378-470,378-100%$17.6M———
Thomas J. Herzfeld Advisors, Inc.
N/A—285,421-285,421-100%$10.7M———
Highbridge Capital Management LLC
N/A—278,238-278,238-100%$10.4M———
Morgan Stanley
N/A—271,231-271,231-100%$10.1M———
NewEdge Advisors, LLC
N/A—254,260-254,260-100%$9.5M———
Proficio Capital Partners LLC
N/A—222,730-222,730-100%$8.3M———
Wells Fargo & Company
N/A—220,563-220,563-100%$8.2M———
HBK Investments L P
N/A—200,000-200,000-100%$7.5M———
Holowesko Partners Ltd.
N/A—140,700-140,700-100%$5.3M———
KKM Financial LLC
N/A—119,307-119,307-100%$4.5M———
Tidal Investments LLC
N/A—116,401-116,401-100%$4.4M———
Ovata Capital Management Ltd
N/A—115,073-115,073-100%$4.3M———
Scoggin Management LP
N/A—100,000-100,000-100%$3.7M———
Banco BTG Pactual S.A.
N/A—92,625-92,625-100%$3.5M———
Stifel Financial Corp
N/A—81,150-81,150-100%$3.0M———
Jane Street Group, LLC
N/A—72,641-72,641-100%$2.7M———
Franklin Resources Inc
N/A—68,674-68,674-100%$2.6M———
LM Advisors LLC
N/A—63,950-63,950-100%$2.4K———
Sfmg, LLC
N/A—49,445-49,445-100%$1.8M———
Bank of America Corp
N/A—46,250-46,250-100%$1.7M———
Royal Bank of Canada
N/A—44,078-44,078-100%$1.6M———
Orvieto Partners, L.P.
N/A—40,000-40,000-100%$1.5M———
HRT Financial LP
N/A—37,363-37,363-100%$1.4K———
Steward Partners Investment Advisory, LLC
N/A—26,808-26,808-100%$1.0M———
Raymond James Financial Inc
N/A—25,461-25,461-100%$951.7K———
Focus Partners Wealth
N/A—20,600-20,600-100%$770.0K———
Quantinno Capital Management LP
N/A—20,000-20,000-100%$747.6K———
Stratos Wealth Partners, Ltd.
N/A—18,170-18,170-100%$679.2K———
Cetera Investment Advisers
N/A—17,225-17,225-100%$643.9K———
Janney Montgomery Scott LLC
N/A—11,375-11,375-100%$425———
Marshall Wace, LLP
N/A—7,600-7,600-100%$284.1K———
Schonfeld Strategic Advisors LLC
N/A—7,452-7,452-100%$278.6K———
Two Sigma Securities, LLC
N/A—6,671-6,671-100%$249.4K———
Private Advisor Group, LLC
N/A—5,917-5,917-100%$221.2K———
Osaic Holdings, Inc.
N/A—4,659-4,659-100%$174.2K———
Rockefeller Capital Management L.P.
N/A—2,515-2,515-100%$94.0K———
JPMorgan Chase & Co
N/A—1,829-1,829-100%$68.1K———
Elkhorn Partners Limited Partnership
N/A—1,000-1,000-100%$37.4K———
Arax Advisory Partners
N/A—800-800-100%$29.9K———
National Bank of Canada
N/A—672-672-100%$25.1K———
PIN OAK Investment Advisors Inc
N/A—500-500-100%$19———
Federation des caisses Desjardins du Quebec
N/A—185-185-100%$6.9K———
Bogart Wealth, LLC
N/A—100-100-100%$3.7K———
Anchor Investment Management, LLC
N/A—20-20-100%$748———
Showing 104 of 104 institutions