Pershing Square Inc. 13F holders
59 funds reported a position in Pershing Square Inc. in their 13F for the quarter ended 30 June 2026, together 21.0 million shares worth $689.1 million. Against the quarter before, 57 opened a position, 0 added, 0 trimmed and 0 sold out; together they bought a net 20.2 million shares. The largest holders: Consulta Ltd, Menora Mivtachim Holdings Ltd and Teacher Retirement System of Texas.
Funds holding59
Shares they held21.0Mworth $689.1 million
Net bought on the quarter20.2M sharesabout $661.3 million at the funds' values
Funds buying to selling57 to 0opened or added, to cut or sold
Opened 57Held 2
What each fund did in PS against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 13 reported a position in Pershing Square Inc.: 6 opened one, 4 added, 2 trimmed and 2 sold out, a net 619,051 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Meitav Investment House Ltd | +600,000 | 600,000 | new | 13F |
| Inspire Investing, LLC | +14,748 | 14,748 | new | 13F |
| Independent Investors Inc. | +4,000 | 4,000 | new | 13F |
| Sunpointe, LLC | +4,000 | 4,000 | new | 13F |
| Oppenheimer & Co. Inc. | -1,965 | 4,535 | trimmed | 13F |
| Salem Investment Counselors Inc. | +390 | 25,910 | added | 13F |
| Corrado Advisors, LLC | -154 | 10,886 | trimmed | 13F |
| Sage Investment Counsel LLC | +50 | 37,820 | added | 13F |
| Ashurst Perkins Coie Trust Co | +25 | 25 | new | 13F |
| Gamma Investing LLC | +4 | 4 | new | 13F |
| Asset Planning,Inc | +1 | 401 | added | 13F |
| Lodestone Wealth Management LLC | +1 | 216 | added | 13F |
| Caitong International Asset Management Co., Ltd | -1,099 | 0 | sold out | 13F |
| FNY Investment Advisers, LLC | -950 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 2 reported a position in Pershing Square Inc. in a 13F for the quarter ended 30 June 2026. The largest: Millennium Management, 415,055 shares worth $13.6 million, 0.0% of its reported book. New this quarter: Millennium Management, Citadel Advisors. In the quarter, 2 funds added or opened a position and 0 trimmed or sold out; together they bought a net 481,250 shares, about $15.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Millennium Management | 415,055 | $13.6 million | 0.0% | +415,055 | new | 30 June 2026 | 13F |
| Citadel Advisors | 66,195 | $2.2 million | 0.0% | +66,195 | new | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Consulta Ltd | 8,558,954 | 40.75% | $281.2 million | 10.15% | new | 13F |
| Menora Mivtachim Holdings Ltd | 3,320,526 | 15.81% | $109.1 million | 0.43% | new | 13F |
| Teacher Retirement System of Texas | 3,054,000 | 14.54% | $100.4 million | 0.27% | new | 13F |
| Harel Insurance Investments & Financial Services Ltd. | 1,080,000 | 5.14% | $34.4 million | 0.17% | new | 13F |
| Caz Investments LP | 802,967 | 3.82% | $26.4 million | 4.89% | 13F | |
| Migdal Insurance & Financial Holdings Ltd. | 450,000 | 2.14% | $14.8 million | 0.10% | new | 13F |
| Rivernorth Capital Management, LLC | 450,000 | 2.14% | $14.8 million | 0.70% | new | 13F |
| Millennium Management LLC | 415,055 | 1.98% | $13.6 million | 0.01% | new | 13F |
| Baupost Group LLC | 392,000 | 1.87% | $12.9 million | 0.24% | new | 13F |
| Alberta Investment Management Corp | 352,968 | 1.68% | $11.6 million | 0.07% | new | 13F |
| UBS Group AG | 342,037 | 1.63% | $11.2 million | 0.00% | new | 13F |
| Clal Insurance Enterprises Holdings Ltd | 300,000 | 1.43% | $9.9 million | 0.04% | new | 13F |
| Williams Jones Wealth Management, LLC. | 198,998 | 0.95% | $6.5 million | 0.07% | new | 13F |
| Mark Asset Management LP | 160,433 | 0.76% | $5.3 million | 0.53% | new | 13F |
| Scoggin Management LP | 155,000 | 0.74% | $5.1 million | 1.21% | new | 13F |
| Equitec Proprietary Markets, LLC | 116,500 | 0.55% | $3.8 million | 0.95% | new | 13F |
| Bank of America Corp. | 104,042 | 0.50% | $3.4 million | 0.00% | new | 13F |
| HRT Financial LP | 87,968 | 0.42% | $2.9 million | 0.01% | new | 13F |
| Citadel Advisors LLC | 66,195 | 0.32% | $2.2 million | 0.00% | new | 13F |
| Jane Street Group, LLC | 61,633 | 0.29% | $2.0 million | 0.00% | new | 13F |
| Susquehanna International Group, LLP | 60,758 | 0.29% | $2.0 million | 0.00% | new | 13F |
| NewEdge Advisors, LLC | 51,800 | 0.25% | $1.7 million | 0.01% | new | 13F |
| Proficio Capital Partners LLC | 44,400 | 0.21% | $1.5 million | 0.05% | 13F | |
| Sage Investment Counsel LLC | 37,770 | 0.18% | $1.2 million | 1.24% | new | 13F |
| Woodline Partners LP | 32,048 | 0.15% | $1.1 million | 0.00% | new | 13F |
| LMR Partners LLP | 30,000 | 0.14% | $985,800 | 0.01% | new | 13F |
| Salem Investment Counselors Inc. | 25,520 | 0.12% | $838,588 | 0.02% | new | 13F |
| Readystate Asset Management LP | 25,000 | 0.12% | $821,500 | 0.05% | new | 13F |
| HSBC Holdings PLC | 24,166 | 0.12% | $775,004 | 0.00% | new | 13F |
| Banco BTG Pactual S.A. | 18,525 | 0.09% | $608,732 | 0.08% | new | 13F |
| IHT Wealth Management, LLC | 16,382 | 0.08% | $538,313 | 0.01% | new | 13F |
| Wedbush Securities Inc. | 16,100 | 0.08% | $529,000 | 0.01% | new | 13F |
| Schonfeld Strategic Advisors LLC | 15,803 | 0.08% | $519,285 | 0.00% | new | 13F |
| Cetera Investment Advisers | 15,496 | 0.07% | $509,199 | 0.00% | new | 13F |
| Sfmg, LLC | 14,833 | 0.07% | $487,412 | 0.03% | new | 13F |
| Royal Bank of Canada | 12,575 | 0.06% | $413,000 | 0.00% | new | 13F |
| Permanens Capital L.P. | 11,603 | 0.06% | $381,277 | 0.04% | new | 13F |
| Corrado Advisors, LLC | 11,040 | 0.05% | $362,775 | 0.17% | new | 13F |
| Rangeley Capital, LLC | 11,000 | 0.05% | $361,460 | 0.34% | new | 13F |
| Morgan Stanley | 9,339 | 0.04% | $306,879 | 0.00% | new | 13F |
| Ancora Advisors LLC | 9,180 | 0.04% | $301,655 | 0.01% | new | 13F |
| Inscription Capital, LLC | 8,500 | 0.04% | $279,310 | 0.03% | new | 13F |
| Hohimer Wealth Management, LLC | 8,000 | 0.04% | $262,880 | 0.03% | new | 13F |
| Oppenheimer & Co. Inc. | 6,500 | 0.03% | $213,590 | 0.00% | new | 13F |
| Whittier Trust Co. | 5,752 | 0.03% | $203,506 | 0.00% | new | 13F |
| Simplex Trading, LLC | 3,783 | 0.02% | $124,309 | 0.00% | new | 13F |
| Wells Fargo & Company | 3,550 | 0.02% | $116,653 | 0.00% | new | 13F |
| Group One Trading LLC | 2,320 | 0.01% | $76,235 | 0.00% | new | 13F |
| Caitong International Asset Management Co., Ltd | 1,099 | 0.01% | $36,113 | 0.01% | new | 13F |
| FNY Investment Advisers, LLC | 950 | 0.00% | $31,000 | 0.01% | new | 13F |
The 50 largest of the 59 funds that reported a position in PS in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on PS
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 124,200 | $4.1 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 45,200 | $1.5 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G | Pershing Square Management, LLC and 3 others | 300.3 million | 75.1% | 30 June 2026 | passive, other (13d-1(d)) | EDGAR |
| 14 August 2026 | 13G | Ryan Israel and 1 other | 31.1 million | 7.8% | 30 June 2026 | passive, other (13d-1(d)) | EDGAR |
| 14 August 2026 | 13G | William A. Ackman and 3 others | 181.3 million | 45.3% | 30 June 2026 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 61 | $42.12 | SEC |
| 27 August 2026 | 1,864 | $42.11 | SEC |
| 26 August 2026 | 1,098 | $42.65 | SEC |
| 25 August 2026 | 26,922 | $40.95 | SEC |
| 24 August 2026 | 23,678 | $40.06 | SEC |
| 20 August 2026 | 1,083 | $39.81 | SEC |
| 19 August 2026 | 9,712 | $39.91 | SEC |
| 18 August 2026 | 7,833 | $39.38 | SEC |
| 14 August 2026 | 5,084 | $41.40 | SEC |
| 12 August 2026 | 644 | $39.43 | SEC |
| 11 August 2026 | 3,593 | $37.33 | SEC |
| 10 August 2026 | 2,827 | $37.88 | SEC |
| 7 August 2026 | 3,073 | $37.61 | SEC |
| 6 August 2026 | 4,436 | $36.24 | SEC |
| 3 August 2026 | 4,511 | $33.28 | SEC |
| 31 July 2026 | 4,511 | $33.57 | SEC |
| 28 July 2026 | 2,603 | $34.08 | SEC |
| 27 July 2026 | 2,106 | $33.97 | SEC |
| 21 July 2026 | 2,663 | $33.04 | SEC |
| 17 July 2026 | 1,849 | $34.71 | SEC |
| 16 July 2026 | 2,042 | $36.21 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.