PSQ Holdings, Inc.
PSQH- Exchange
- NYSE
- Industry
- Services-Advertising
- SEC CIK
- 0001847064
No open-market purchases or sales by PSQ Holdings, Inc. insiders were filed in the last 90 days; 66 institutions reported holding it in 13F filings for Q2 2026, worth $3.47M in total; no superinvestor holds it.
Other share classesPSQH.WT
13F holders, Q4 2023
Institutional positions in PSQ Holdings, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 55
- +11 vs. Q3 2023
- Shares held
- 3.53M
- +29.4K (+0.8%) vs. Q3 2023
- Total value
- $18.5M
- −$13.4M (−41.9%) vs. Q3 2023
- New holders
- 19
- 9 more added
- Sold out
- 8
- 9 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSQH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 66 | $3.47M |
| Q1 2026 | 67 | $4.15M |
| Q4 2025 | 70 | $11.4M |
| Q3 2025 | 68 | $19.9M |
| Q2 2025 | 69 | $21.7M |
| Q1 2025 | 71 | $16.4M |
| Q4 2024 | 67 | $30.0M |
| Q3 2024 | 52 | $9.61M |
| Q2 2024 | 54 | $13.1M |
| Q1 2024 | 55 | $18.6M |
| Q4 2023 | 55 | $18.5M |
| Q3 2023 | 44 | $31.9M |
| Q2 2023 | 1 | $249.3K |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding PSQ Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 7 | $37 | 0.00% | +7 | New |
| Strategic Investment Solutions, Inc. | 10 | $52 | 0.00% | −480−98.0% | Reduced |
| Clear Point Advisors Inc. | 10 | $52 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 25 | $131 | 0.00% | +25 | New |
| Laurel Wealth Advisors LLC | 50 | $262 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $454 | 0.00% | +50 | New |
| Larson Financial Group LLC | 100 | $524 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $917 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 265 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 214 | $1.00K | 0.00% | +214 | New |
| PSI Advisors, LLC | 200 | $1.05K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $1.05K | 0.00% | +200 | New |
| UBS Group AG | 207 | $1.08K | 0.00% | +207 | New |
| McGlone Suttner Wealth Management, Inc. | 216 | $1.13K | 0.00% | +216 | New |
| Winch Advisory Services, LLC | 220 | $1.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 233 | $1.22K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 240 | $1.26K | 0.00% | +240 | New |
| Steward Partners Investment Advisory, LLC | 266 | $1.39K | 0.00% | +80+43.0% | Added |
| Wells Fargo & Company | 498 | $2.61K | 0.00% | −1,120−69.2% | Reduced |
| IFP Advisors, Inc | 600 | $3.14K | 0.00% | +100+20.0% | Added |
| Tyler-Stone Wealth Management | 700 | $3.67K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 750 | $4.00K | 0.00% | +750 | New |
| Allworth Financial LP | 986 | $5.17K | 0.00% | +986 | New |
| Sunbelt Securities, Inc. | 1,677 | $8.79K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,650 | $9.00K | 0.00% | −600−26.7% | Reduced |
| Proequities, Inc. | 2,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,000 | $10.5K | 0.00% | +2,000 | New |
| CWM, LLC | 2,262 | $12.0K | 0.00% | +934+70.3% | Added |
| The PNC Financial Services Group, Inc. | 2,968 | $15.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4,019 | $21.1K | 0.00% | +4,019 | New |
| Morgan Stanley | 6,389 | $33.5K | 0.00% | −450−6.6% | Reduced |
| Shay Capital LLC | 7,677 | $40.2K | 0.02% | −2,323−23.2% | Reduced |
| Capital Investment Counsel, Inc | 11,430 | $59.9K | 0.01% | +11,430 | New |
| Advisor Group Holdings, Inc. | 11,791 | $61.8K | 0.00% | −1,718−12.7% | Reduced |
| Financial Advocates Investment Management | 12,395 | $65.0K | 0.00% | +12,395 | New |
| Wealth Enhancement Advisory Services, LLC | 14,050 | $73.6K | 0.00% | +550+4.1% | Added |
| Captrust Financial Advisors | 14,165 | $74.2K | 0.00% | +14,165 | New |
| Bank of America Corp | 18,209 | $95.4K | 0.00% | +40.0% | Added |
| Cutler Group LP | 20,600 | $107.0K | 0.01% | +18,900+1,111.8% | Added |
| Group One Trading, L.P. | 21,165 | $110.9K | 0.00% | +21,165 | New |
| Walleye Capital LLC | 35,711 | $187.1K | 0.00% | +1,948+5.8% | Added |
| LPL Financial LLC | 41,156 | $215.7K | 0.00% | +25,653+165.5% | Added |
| Northern Trust Corp | 43,808 | $229.6K | 0.00% | +19,749+82.1% | Added |
| State Street Corp | 50,910 | $266.8K | 0.00% | +50,910 | New |
| Sage Mountain Advisors LLC | 72,376 | $379.3K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 82,200 | $430.7K | 0.17% | +82,200 | New |
| Prevail Innovative Wealth Advisors, LLC | 115,810 | $606.8K | 0.29% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 130,629 | $684.7K | 0.00% | 00.0% | Unchanged |
| Hampton Road Capital Management LP | 171,281 | $897.5K | 0.17% | −2,500−1.4% | Reduced |
| Mariner, LLC | 173,053 | $906.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 178,241 | $934.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 192,237 | $1.01M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 206,647 | $1.08M | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 605,009 | $3.17M | 0.02% | −4,254−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 1,273,415 | $6.67M | 0.20% | −126,669−9.0% | Reduced |
| State of Wyoming | 0 | $0 | 0.00% | −46,613−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −26,666−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −21,455−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −152−100.0% | Sold out |