Pershing Square USA, Ltd. (PSUS) shareholders
Close on Nov 13, 2026Market cap –P/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Teacher Retirement System Of Texas | 10,270,000 | 10.30% | 13G (passive) | Apr 30, 2026 |
| Pershing Square PSUS Holdings, LLC Joint filing with Pershing Square Inc. (100.00%), Pershing Square Partner Group, LLC (100.00%) and 1 more | 1,000,000 | 100.00% | 13D (active) | Apr 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PSUS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Teacher Retirement System Of Texas | 10,270,000 | – | $383.89M | New | 1030.34% |
| Pershing Square Holdco, L.P. | 4,000,000 | – | $149.52M | New | 0.77% |
| Harel Insurance Investments & Financial Services Ltd. | 3,600,000 | – | $128.27M | New | 0.62% |
| Consulta Ltd | 3,000,000 | – | $112.14M | New | 4.05% |
| Rivernorth Capital Management, LLC | 2,089,216 | – | $78.09M | New | 3.71% |
| Menora Mivtachim Holdings Ltd. | 2,000,000 | – | $74.76M | New | 0.29% |
| Migdal Insurance & Financial Holdings Ltd. | 1,500,000 | – | $56.07M | New | 0.36% |
| Alyeska Investment Group, L.P. | 1,169,674 | – | $43.72M | New | 0.11% |
| Clal Insurance Enterprises Holdings Ltd | 1,000,000 | – | $37.38M | New | 0.17% |
| Citadel Advisors LLC | 625,920 | – | $23.40M | New | 0.00% |
| UBS Group AG | 620,768 | – | $23.20M | New | 0.00% |
| Permanens Capital L.P. | 601,320 | – | $22.48M | New | 2.31% |
| Lazard Asset Management LLC | 470,378 | – | $17.58M | New | 0.03% |
| Arena Capital Advisors, LLC- CA | 437,500 | – | $16.35M | New | 7.87% |
| Meitav Investment House Ltd | 410,915 | – | $15.36M | New | 0.10% |
| Cooper Investors Pty Ltd | 408,528 | – | $15.27M | New | 7.01% |
| Thomas J. Herzfeld Advisors, Inc. | 285,421 | – | $10.67M | New | 3.28% |
| Highbridge Capital Management LLC | 278,238 | – | $10.36M | New | 0.25% |
| Morgan Stanley | 271,231 | – | $10.14M | New | 0.00% |
| NewEdge Advisors, LLC | 254,260 | – | $9.50M | New | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | 36M | 88 / 0 | 0 / 0 | 36M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
3 funds held PSUS in Q3 2026, 30% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of PSUS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Mango Growth ETF | 119,307 | – | $4.47M | 1.60% | Jul 31, 2026 |
| VistaShares Target 15 ACKtivist Distribution ETF | 114,623 | – | $4.30M | 9.56% | Jul 31, 2026 |
| RiverNorth Active Income ETF | 101,144 | – | $3.79M | 9.63% | Jul 31, 2026 |
| M3Sixty Income and Opportunity Fund | 10,000 | – | $401.30K | 2.40% | May 31, 2026 |
| Putnam VT Core Equity Fund | 1,880 | – | $70.27K | 0.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Ryan Israel | Chief Investment Officer | 756,613 | Oct 6, 2026 |
| William A. Ackman | Chief Executive Officer | 4,862,200 | May 1, 2026 |
| Ben Hakim | President | 100,000 | May 1, 2026 |
| Halit Coussin | Chief Compliance Officer | 200,000 | May 1, 2026 |
| Jessica A. Falzone | Secretary | 2,000 | May 1, 2026 |
| Michael Gonnella | Chief Financial Officer | 100,000 | May 1, 2026 |
| Lisa Polsky | Director | 6,177 | Aug 20, 2026 |
| Bruce Herring | Director | 15,000 | Jun 17, 2026 |
| Square Inc. Pershing | Director, 10% owner | 96,342,320 | May 4, 2026 |
| Pershing Square PSUS Holdings, LLC | Director, 10% owner | – | May 4, 2026 |
| Pershing Square Management, LLC | Director, 10% owner | 342,320 | May 4, 2026 |
| Square Partner Group LLC Pershing | Director, 10% owner | – | May 4, 2026 |
| Nicholas Anthony Botta | Director | 250,000 | May 1, 2026 |
| Barbash Barry | Director | – | Apr 28, 2026 |
| Evan Bakst | Director | – | Apr 28, 2026 |
| Pershing Square Capital Management, L.P. | Director | – | Apr 28, 2026 |
| Anne Farlow | Director | – | Apr 28, 2026 |
| Retirement System Of Texas Teacher | 10% owner | 10,143,795 | Aug 19, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ryan Israel Chief Investment Officer | Oct 6, 2026 | Buy | +57,659 | $37.87 | $2.18M | 756,613 |
| Ryan Israel Chief Investment Officer | Oct 5, 2026 | Buy | +120,816 | $37.45 | $4.52M | 698,954 |
| Ryan Israel Chief Investment Officer | Oct 2, 2026 | Buy | +78,138 | $37.21 | $2.91M | 578,138 |
| Lisa Polsky Director | Aug 18, 2026 | Buy | +6,177 | $39.45 | $243.68K | 6,177 |
| Retirement System Of Texas Teacher 10% owner | Aug 17, 2026 | Sale | −6,205 | $40.06 | $248.57K | 10,143,795 |
| Retirement System Of Texas Teacher 10% owner | Aug 4, 2026 | Sale | −25,000 | $38.10 | $952.50K | 10,150,000 |
| Retirement System Of Texas Teacher 10% owner | Aug 4, 2026 | Sale | −25,000 | $38.04 | $951.00K | 10,175,000 |
| Retirement System Of Texas Teacher 10% owner | Aug 3, 2026 | Sale | −25,000 | $38.11 | $952.75K | 10,245,000 |
| Retirement System Of Texas Teacher 10% owner | Aug 3, 2026 | Sale | −25,000 | $38.19 | $954.75K | 10,220,000 |
| Retirement System Of Texas Teacher 10% owner | Aug 3, 2026 | Sale | −20,000 | $38.13 | $762.60K | 10,200,000 |
| Bruce Herring Director | Jun 17, 2026 | Buy | +5,000 | $40.25 | $201.25K | 15,000 |
| Square Inc. Pershing Director, 10% owner | Apr 30, 2026 | Award | +96,000,000 | $50.00 | $4.80B | 96,342,320 |
| Square Inc. Pershing Director, 10% owner | Apr 30, 2026 | Other | −96,000,000 | $50.00 | $4.80B | 342,320 |
| Square Inc. Pershing Director, 10% owner | Apr 30, 2026 | Award | +3,657,680 | $50.00 | $182.88M | 4,000,000 |
| Square Inc. Pershing Director, 10% owner | Apr 30, 2026 | Award | +1,000,000 | $50.00 | $50.00M | 1,000,000 |
| Bruce Herring Director | Apr 30, 2026 | Buy | +10,000 | $43.41 | $434.10K | 10,000 |
| Nicholas Anthony Botta Director | Apr 30, 2026 | Buy | +250,000 | $50.00 | $12.50M | 250,000 |
| Ben Hakim President | Apr 30, 2026 | Buy | +100,000 | $50.00 | $5.00M | 100,000 |
| Ben Hakim President | Apr 30, 2026 | Buy | +250,000 | $50.00 | $12.50M | 350,000 |
| William A. Ackman Chief Executive Officer | Apr 30, 2026 | Buy | +500,000 | $42.00 | $21.00M | 4,000,000 |
| William A. Ackman Chief Executive Officer | Apr 30, 2026 | Buy | +3,500,000 | $50.00 | $175.00M | 3,500,000 |
| William A. Ackman Chief Executive Officer | Apr 30, 2026 | Buy | +841,000 | $50.00 | $42.05M | 841,000 |
| William A. Ackman Chief Executive Officer | Apr 30, 2026 | Buy | +21,200 | $50.00 | $1.06M | 21,200 |
| William A. Ackman Chief Executive Officer | Apr 30, 2026 | Buy | +34,971 | $50.00 | $1.75M | 56,171 |
| Jessica A. Falzone Secretary | Apr 30, 2026 | Buy | +2,000 | $50.00 | $100.00K | 2,000 |
| Michael Gonnella Chief Financial Officer | Apr 30, 2026 | Buy | +100,000 | $50.00 | $5.00M | 100,000 |
| Halit Coussin Chief Compliance Officer | Apr 30, 2026 | Buy | +200,000 | $50.00 | $10.00M | 200,000 |
| Ryan Israel Chief Investment Officer | Apr 30, 2026 | Buy | +500,000 | $50.00 | $25.00M | 500,000 |
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)
Shares sold short, last 7 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 USA's stock actually held short. Settlement fails (shares not delivered on time) peaked at 68,716 shares on Sep 21, 2026 over the last 90 days.
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