PSQ Holdings Inc.
13F holders, Q3 2024 (September 30)52holders −2
8new positions
9sold out
$2.46avg. 13F price*
At the end of Q3 2024, 52 institutions reported holding PSQ Holdings Inc. in their 13F filings, down 2 from Q2 2024. 8 opened new positions and 9 sold out. The largest holders were Axxcess Wealth Management, LLC ($3.0M), Alyeska Investment Group, L.P. ($2.1M) and Vanguard Group Inc. ($1.2M).
- Company
- PSQ Holdings Inc.
- CUSIP
- 693691107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $546K |
| Exits | 9 | $250K |
All 13F filers, Q2 2024 → Q3 2024: 516,848 shares bought and 105,841 shares sold, net +411,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Axxcess Wealth Management, LLC | 0.08% | Reduce -1.1% | 1,233,195 | $3.0M |
| Alyeska Investment Group, L.P. | 0.01% | Add +21.3% | 855,009 | $2.1M |
| Vanguard Group Inc. | 0.00% | Add +24.1% | 490,701 | $1.2M |
| Harvest Investment Services, LLC | 0.16% | New | 204,747 | $504K |
| BlackRock, Inc. | 0.00% | — | 201,327 | $495K |
| Geode Capital Management, LLC | 0.00% | Add +28.6% | 199,185 | $490K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 178,241 | $438K |
| Prevail Innovative Wealth Advisors, LLC | 0.09% | No change | 115,810 | $285K |
| Mariner, LLC | 0.00% | Reduce -0.6% | 77,813 | $191K |
| Sage Mountain Advisors LLC | 0.02% | No change | 72,376 | $178K |
| State Street Corp. | 0.00% | No change | 48,710 | $120K |
| LPL Financial LLC | 0.00% | Add +4.5% | 42,891 | $106K |
| Northern Trust Corp. | 0.00% | Reduce -11.9% | 27,453 | $68K |
| Shay Capital LLC | 0.02% | Add +2.5% | 24,688 | $61K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 22,000 | $54K |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 19,665 | $48K |
| Susquehanna International Group, LLP | 0.00% | New | 15,411 | $38K |
| Group One Trading LLC | 0.00% | Reduce -51.0% | 14,620 | $36K |
| Capital Investment Counsel, Inc | 0.00% | No change | 11,430 | $28K |
| Financial Advocates Investment Management | 0.00% | Reduce -7.7% | 10,820 | $27K |
| Morgan Stanley | 0.00% | Add +7.1% | 8,179 | $20K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.5% | 7,968 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | Add +66.1% | 6,675 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,968 | $7K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,105 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,000 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -19.5% | 1,350 | $3K |
| Royal Bank of Canada | 0.00% | No change | 1,150 | $3K |
| Cwm, LLC | 0.00% | Reduce -48.4% | 1,030 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 1,000 | $3K |
| Allworth Financial LP | 0.00% | No change | 986 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 600 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 294 | $723 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 266 | $654 |
| AdvisorNet Financial, Inc | 0.00% | No change | 233 | $573 |
| Winch Advisory Services, LLC | 0.00% | No change | 220 | $541 |
| PSI Advisors, LLC | 0.00% | No change | 200 | $492 |
| Avior Wealth Management, LLC | 0.00% | No change | 200 | $492 |
| JPMorgan Chase & Co. | 0.00% | New | 179 | $440 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 175 | $431 |
| Planning Capital Management Corp | 0.00% | New | 150 | $369 |
| Wells Fargo & Company | 0.00% | Reduce -73.5% | 104 | $255 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $246 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $246 |
| Larson Financial Group LLC | 0.00% | No change | 100 | $246 |
| International Assets Investment Management, LLC | 0.00% | No change | 80 | $197 |
| Beacon Capital Management, LLC | 0.00% | No change | 50 | $123 |
| Bogart Wealth, LLC | 0.00% | No change | 17 | $42 |
| Strategic Investment Solutions, Inc. | 0.00% | New | 10 | $25 |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $25 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 5 | $12 |
| UBS Group AG | 0.00% | Add +100.0% | 2 | $5 |
"% of holder's portfolio" is PSQ HOLDINGS INC's weight in each manager's 13F, not the share of PSQ Holdings Inc. the manager owns.