Pershing Square Ownership | Who Owns Pershing Square?
Pershing Square Ownership Summary
Pershing Square is owned by 5.05% institutional investors, 41.02% insiders, and 53.93% retail investors. Consulta is the largest institutional shareholder, holding 2.14% of PS shares. BTG PAC REF PERSHING SQUARE FIF ACOES is the top mutual fund, with 0.00% of its assets in Pershing Square shares.
PS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pershing Square | 5.05% | 41.02% | 53.93% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.59% | 11.88% | 40.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Consulta | 8.56M | 2.14% | $281.25M |
| Menora mivtachim | 3.32M | 0.83% | $109.11M |
| Teacher retirement system of texas | 3.05M | 0.76% | $100.35M |
| Harel insurance investments & financial services | 1.08M | 0.27% | $34.37M |
| Rivernorth capital management | 450.00K | 0.11% | $14.79M |
| Migdal insurance & financial | 450.00K | 0.11% | $14.79M |
| Millennium management | 415.06K | 0.10% | $13.64M |
| Baupost group llc/ma | 392.00K | 0.10% | $12.88M |
| Alberta investment management | 352.97K | 0.09% | $11.60M |
| Ubs group | 342.04K | 0.09% | $11.24M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Consulta | 8.56M | 10.15% | $281.25M |
| Sage investment counsel | 37.77K | 1.24% | $1.24M |
| Rivernorth capital management | 450.00K | 0.70% | $14.79M |
| Equitec proprietary markets | 116.50K | 0.68% | $3.83M |
| Scoggin management lp | 155.00K | 0.54% | $5.09M |
| Menora mivtachim | 3.32M | 0.43% | $109.11M |
| Mark asset management lp | 160.43K | 0.35% | $5.27M |
| Rangeley capital | 11.00K | 0.33% | $361.46K |
| Teacher retirement system of texas | 3.05M | 0.27% | $100.35M |
| Baupost group llc/ma | 392.00K | 0.24% | $12.88M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Consulta | 8.56M | 10.15% | 8.56M |
| Menora mivtachim | 3.32M | 0.43% | 3.32M |
| Teacher retirement system of texas | 3.05M | 0.27% | 3.05M |
| Harel insurance investments & financial services | 1.08M | 0.17% | 1.08M |
| Migdal insurance & financial | 450.00K | 0.09% | 450.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tower research capital llc (trc) | 96.00 | 0.00% | 96.00 |
| Northwestern mutual wealth management | 113.00 | - | 113.00 |
| Lodestone wealth management | 215.00 | 0.00% | 215.00 |
| Jones financial companies lllp | 220.00 | - | 220.00 |
| Asset planning,inc | 400.00 | 0.01% | 400.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Consulta | 8.56M | 10.15% | 8.56M | $281.25M |
| Menora mivtachim | 3.32M | 0.43% | 3.32M | $109.11M |
| Teacher retirement system of texas | 3.05M | 0.27% | 3.05M | $100.35M |
| Harel insurance investments & financial services | 1.08M | 0.17% | 1.08M | $34.37M |
| Migdal insurance & financial | 450.00K | 0.09% | 450.00K | $14.79M |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 65 | - | 20,206,871 | - | 5 | - | 59 | - | - | - |
| Mar 31, 2022 | 1 | - | 1,000 | - | - | - | 1 | - | - | - |
| Sep 30, 2021 | 1 | - | 4,257 | 17637.50% | - | - | 1 | - | - | - |
| Jun 30, 2021 | 1 | -99.52% | 24 | -100.00% | - | - | - | -100.00% | - | -100.00% |
| Mar 31, 2021 | 208 | -16.13% | 120,143,519 | 3.23% | 100 | 1.07% | 118 | -10.61% | 55 | -26.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| BTG PAC REF PERSHING SQUARE FIF ACOES | 18.52K | 0.00% | -675.00 |
| Ancora/Thelen Small Mid Cap Core | 8.95K | 0.00% | 8.95K |
| Silver Alpha Vision Equities A FI | 1.00K | 0.00% | 1.00K |
PS Ownership FAQ
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