PSUS — PERSHING SQUARE USA LTD
As of Q2 2026, 8 SEC-registered investment managers reported holding PSUS (PERSHING SQUARE USA LTD) in their latest 13F filings, with a combined reported value of $86.93M across 2.33M shares. Ownership is concentrated: the five largest holders account for 95.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 8 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 625.92K | $23.40M | 0.03% | New |
| UBS Group AG history | 620.77K | $23.20M | 0.01% | New |
| Lazard Asset Management history | 470.38K | $17.58M | 0.03% | New |
| Morgan Stanley history | 271.23K | $10.14M | 0.00% | New |
| Wells Fargo & Co history | 220.56K | $8.24M | 0.00% | New |
| Franklin Resources history | 68.67K | $2.57M | 0.00% | New |
| Bank of America Corp history | 46.25K | $1.73M | 0.00% | New |
| JPMorgan Chase & Co history | 1.83K | $68.13K | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 625.92K sh · $23.40M
- UBS Group AG 620.77K sh · $23.20M
- Lazard Asset Management 470.38K sh · $17.58M
- Morgan Stanley 271.23K sh · $10.14M
- Wells Fargo & Co 220.56K sh · $8.24M
- Franklin Resources 68.67K sh · $2.57M
- Bank of America Corp 46.25K sh · $1.73M
- JPMorgan Chase & Co 1.83K sh · $68.13K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 |
|---|---|
| Citadel Advisors | 625.92K |
| UBS Group AG | 620.77K |
| Lazard Asset Management | 470.38K |
| Morgan Stanley | 271.23K |
| Wells Fargo & Co | 220.56K |
| Franklin Resources | 68.67K |
| Bank of America Corp | 46.25K |
| JPMorgan Chase & Co | 1.83K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details