Pershing Square Inc. (PS) shareholders
PSNYSEInvestment AdviceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026
$44.01−0.51 (-1.15%)
Close on Nov 12, 2026Market cap $17.60BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
5.1%
20M of 400M shares
Institutional holders
58
58 new, 0 sold out
Net institutional buying
20M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $19.02M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Pershing Square Management, LLC Joint filing with Pershing Square Partner Group, LLC (46.10%) | 300,268,979 | 75.10% | 13G (passive) | Jun 30, 2026 |
| William A. Ackman Joint filing with WAA Management LLC (40.80%) | 181,302,229 | 45.30% | 13G (passive) | Jun 30, 2026 |
| Ryan Israel | 31,099,877 | 7.80% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Consulta Ltd | 8,558,954 | 2.14% | $281.25M | New | 10.15% |
| Menora Mivtachim Holdings Ltd. | 3,320,526 | 0.83% | $109.11M | New | 0.43% |
| Teacher Retirement System Of Texas | 3,054,000 | 0.76% | $100.35M | New | 269.34% |
| Harel Insurance Investments & Financial Services Ltd. | 1,080,000 | 0.27% | $34.37M | New | 0.17% |
| Migdal Insurance & Financial Holdings Ltd. | 450,000 | 0.11% | $14.79M | New | 0.09% |
| Rivernorth Capital Management, LLC | 450,000 | 0.11% | $14.79M | New | 0.70% |
| Millennium Management LLC | 415,055 | 0.10% | $13.64M | New | 0.00% |
| Baupost Group LLC/Ma | 392,000 | 0.10% | $12.88M | New | 0.24% |
| Alberta Investment Management Corp | 352,968 | 0.09% | $11.60M | New | 0.06% |
| UBS Group AG | 342,037 | 0.09% | $11.24M | New | 0.00% |
| Clal Insurance Enterprises Holdings Ltd | 300,000 | 0.07% | $9.86M | New | 0.04% |
| Williams Jones Wealth Management, LLC. | 198,998 | 0.05% | $6.54M | New | 0.07% |
| Mark Asset Management LP | 160,433 | 0.04% | $5.27M | New | 0.35% |
| Scoggin Management LP | 155,000 | 0.04% | $5.09M | New | 0.54% |
| Equitec Proprietary Markets, LLC | 116,500 | 0.03% | $3.83M | New | 0.68% |
| Bank Of America Corp /De/ | 104,042 | 0.03% | $3.42M | New | 0.00% |
| Hrt Financial LP | 87,968 | 0.02% | $2.89M | New | 0.00% |
| Citadel Advisors LLC | 66,195 | 0.02% | $2.18M | New | 0.00% |
| Jane Street Group, LLC | 61,633 | 0.02% | $2.03M | New | 0.00% |
| Susquehanna International Group, Llp | 60,758 | 0.02% | $2.00M | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 58 | 20M | 5.1% | 58 / 0 | 0 / 0 | 20M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
3 funds held PS in Q2 2026, 0% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of PS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Ancora/Thelen Small-Mid Cap Fund | 8,950 | 0.00% | $294.10K | 0.12% | Jun 30, 2026 |
| M3Sixty Income and Opportunity Fund | 3,000 | 0.00% | $118.77K | 0.71% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William A. Ackman | CEO & Chairman, Director, 10% owner | 77,693,963 | 19.42% | Aug 19, 2026 |
| Halit Coussin | CLO; CCO, Director | 2,679,219 | 0.67% | May 4, 2026 |
| Ryan Israel | Chief Investment Officer, Director | 9,144,214 | 2.29% | May 4, 2026 |
| Ben Hakim | President, Director | 3,154,632 | 0.79% | May 4, 2026 |
| Michael Gonnella | Chief Financial Officer | 2,626,804 | 0.66% | May 4, 2026 |
| Calvo David Coppel | Director | 450,000 | 0.11% | May 4, 2026 |
| Square Partner Group LLC Pershing | Director, 10% owner | 184,289,699 | 46.07% | May 4, 2026 |
| Nicholas M. Lamotte | Director | 904,000 | 0.23% | May 4, 2026 |
| Orion Hindawi | Director | 191,183 | 0.05% | Apr 29, 2026 |
| Kerry Murphy Healey | Director | 76,473 | 0.02% | Apr 29, 2026 |
| Pershing Square Management, LLC | Director, 10% owner | 1 | 0.00% | Apr 29, 2026 |
| Marco Racy Kheirallah | Director | 229,419 | 0.06% | Apr 29, 2026 |
| Management LLC WAA | 10% owner | 68,808,692 | 17.20% | Aug 19, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Management LLC WAA 10% owner | Aug 17, 2026 | Gift | −10,000,000 | – | – | 66,825,763 |
| Calvo David Coppel Director | Apr 30, 2026 | Award | +450,000 | – | – | 450,000 |
| Calvo David Coppel Director | Apr 30, 2026 | Award | +450,000 | – | – | 3,126,557 |
| William A. Ackman CEO & Chairman, Director, 10% owner | Apr 30, 2026 | Other | +700,000 | – | – | 700,000 |
| William A. Ackman CEO & Chairman, Director, 10% owner | Apr 30, 2026 | Returned to company | −6,874,237 | – | – | 76,825,763 |
| William A. Ackman CEO & Chairman, Director, 10% owner | Apr 30, 2026 | Award | +10,489 | – | – | 314,729 |
| William A. Ackman CEO & Chairman, Director, 10% owner | Apr 30, 2026 | Other | +4,240 | – | – | 304,240 |
| William A. Ackman CEO & Chairman, Director, 10% owner | Apr 30, 2026 | Other | +168,200 | – | – | 168,200 |
| William A. Ackman CEO & Chairman, Director, 10% owner | Apr 30, 2026 | Buy | +58,698 | $24.20 | $1.42M | 1,500,000 |
| William A. Ackman CEO & Chairman, Director, 10% owner | Apr 30, 2026 | Buy | +659,540 | $23.88 | $15.75M | 1,441,302 |
| William A. Ackman CEO & Chairman, Director, 10% owner | Apr 30, 2026 | Buy | +81,762 | $22.61 | $1.85M | 781,762 |
| Ryan Israel Chief Investment Officer, Director | Apr 30, 2026 | Other | +100,000 | – | – | 9,144,214 |
| Ryan Israel Chief Investment Officer, Director | Apr 30, 2026 | Returned to company | −667,614 | – | – | 9,044,214 |
| Nicholas M. Lamotte Director | Apr 30, 2026 | Other | +304,000 | – | – | 904,000 |
| Nicholas M. Lamotte Director | Apr 30, 2026 | Award | +600,000 | – | – | 600,000 |
| Square Partner Group LLC Pershing Director, 10% owner | Apr 30, 2026 | Returned to company | −13,603,657 | – | – | 184,289,699 |
| Michael Gonnella Chief Financial Officer | Apr 30, 2026 | Other | +20,000 | – | – | 2,626,804 |
| Michael Gonnella Chief Financial Officer | Apr 30, 2026 | Returned to company | −192,426 | – | – | 2,606,804 |
| Halit Coussin CLO; CCO, Director | Apr 30, 2026 | Returned to company | −197,771 | – | – | 2,679,219 |
| Halit Coussin CLO; CCO, Director | Apr 30, 2026 | Other | +40,000 | – | – | 2,719,219 |
| Ben Hakim President, Director | Apr 30, 2026 | Other | +20,000 | – | – | 3,154,632 |
| Ben Hakim President, Director | Apr 30, 2026 | Returned to company | −231,388 | – | – | 3,134,632 |
| Ben Hakim President, Director | Apr 30, 2026 | Award | +75,000 | – | – | 3,229,632 |
| William A. Ackman CEO & Chairman, Director, 10% owner | Apr 28, 2026 | Gift | −300,000 | – | – | 83,700,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.46%
2M shares short
Days to cover
8.4
At 0M shares a day
Change since last report
+7.7%
From 2M shares
Short volume, 20 days
57.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Pershing Square's stock actually held short. Settlement fails (shares not delivered on time) peaked at 659,948 shares on Sep 23, 2026 over the last 90 days.
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