Pearson PLC
PSO- Exchange
- NYSE
- Industry
- Books: Publishing or Publishing & Printing
- SEC CIK
- 0000938323
No open-market purchases or sales by Pearson PLC insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $424.8M in total; no superinvestor holds it.
Other share classesPSORF
13F holders, Q2 2021
Institutional positions in Pearson PLC as of Jun 30, 2021. 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
- 89
- +2 vs. Q1 2021
- Shares held
- 11.7M
- −13.2K (−0.1%) vs. Q1 2021
- Total value
- $135.8M
- +$10.5M (+8.4%) vs. Q1 2021
- New holders
- 13
- 30 more added
- Sold out
- 11
- 28 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSO 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 | 211 | $424.8M |
| Q1 2026 | 200 | $342.1M |
| Q4 2025 | 193 | $340.2M |
| Q3 2025 | 177 | $294.5M |
| Q2 2025 | 185 | $320.9M |
| Q1 2025 | 177 | $299.5M |
| Q4 2024 | 155 | $298.0M |
| Q3 2024 | 151 | $247.9M |
| Q2 2024 | 141 | $227.2M |
| Q1 2024 | 135 | $234.8M |
| Q4 2023 | 125 | $182.1M |
| Q3 2023 | 116 | $162.7M |
| Q2 2023 | 117 | $166.6M |
| Q1 2023 | 111 | $178.2M |
| Q4 2022 | 129 | $215.6M |
| Q3 2022 | 122 | $194.7M |
| Q2 2022 | 123 | $188.9M |
| Q1 2022 | 127 | $211.3M |
| Q4 2021 | 122 | $159.7M |
| Q3 2021 | 95 | $104.2M |
| Q2 2021 | 89 | $135.8M |
| Q1 2021 | 88 | $125.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 2,486,442 | $28.9M | 0.01% | −141,303−5.4% | Reduced |
| Parametric Portfolio Associates LLC | 1,639,730 | $19.0M | 0.01% | +104,575+6.8% | Added |
| Goldman Sachs Group Inc | 1,053,641 | $12.2M | 0.00% | +113,409+12.1% | Added |
| Crossmark Global Holdings, Inc. | 954,137 | $11.1M | 0.26% | +877,974+1,152.8% | Added |
| BlackRock Inc. | 901,971 | $10.5M | 0.00% | +177,263+24.5% | Added |
| Henry James International Management, Inc. | 644,250 | $7.48M | 2.14% | +60,383+10.3% | Added |
| Northern Trust Corp | 609,910 | $7.08M | 0.00% | −104,782−14.7% | Reduced |
| 13D Management LLC | 595,156 | $6.91M | 2.38% | −7,000−1.2% | Reduced |
| Geode Capital Management, LLC | 366,239 | $4.25M | 0.00% | +10,938+3.1% | Added |
| Eqis Capital Management, Inc. | 262,662 | $3.05M | 0.23% | −28,045−9.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 254,625 | $2.96M | 0.00% | −555,082−68.6% | Reduced |
| Renaissance Technologies LLC | 245,800 | $2.85M | 0.00% | +11,300+4.8% | Added |
| Ameriprise Financial Inc | 179,032 | $2.08M | 0.00% | −30,365−14.5% | Reduced |
| Envestnet Asset Management Inc | 175,544 | $2.04M | 0.00% | −36,423−17.2% | Reduced |
| Morgan Stanley | 118,095 | $1.37M | 0.00% | +10,770+10.0% | Added |
| Bank of America Corp | 108,493 | $1.26M | 0.00% | +7,034+6.9% | Added |
| Stifel Financial Corp | 78,491 | $912.0K | 0.00% | +78,491 | New |
| Capital Asset Advisory Services LLC | 71,962 | $835.0K | 0.09% | −19,118−21.0% | Reduced |
| FMR LLC | 69,305 | $805.0K | 0.00% | +9,536+16.0% | Added |
| FIL Ltd | 64,270 | $746.0K | 0.00% | −5,577−8.0% | Reduced |
| Altium Wealth Management LLC | 58,420 | $678.0K | 0.05% | 00.0% | Unchanged |
| Hartford Investment Management Co | 55,500 | $644.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 47,433 | $551.0K | 0.07% | +4,988+11.8% | Added |
| Advisor Partners LLC | 42,918 | $498.0K | 0.03% | +79+0.2% | Added |
| Advisor Group Holdings, Inc. | 40,778 | $474.0K | 0.00% | −20,945−33.9% | Reduced |
| Comerica Bank | 42,196 | $438.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 36,058 | $419.0K | 0.00% | +36,058 | New |
| Atlas Capital Advisors LLC | 33,733 | $391.6K | 0.07% | +382+1.1% | Added |
| US Bancorp | 33,491 | $389.0K | 0.00% | +1,486+4.6% | Added |
| Wetherby Asset Management Inc | 31,256 | $363.0K | 0.02% | +4,943+18.8% | Added |
| Schonfeld Strategic Advisors LLC | 29,800 | $346.0K | 0.00% | −22,000−42.5% | Reduced |
| Citigroup Inc | 27,382 | $319.0K | 0.00% | +2,013+7.9% | Added |
| Bank of New York Mellon Corp | 23,186 | $269.0K | 0.00% | +1,119+5.1% | Added |
| American Century Companies Inc | 22,900 | $266.0K | 0.00% | +22,900 | New |
| State Street Corp | 20,530 | $238.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,416 | $237.0K | 0.00% | −111,506−84.5% | Reduced |
| Fca Corp | 20,000 | $232.0K | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 19,202 | $223.0K | 0.03% | +19,202 | New |
| Triasima Portfolio Management inc. | 19,000 | $221.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 18,064 | $210.0K | 0.00% | +6,575+57.2% | Added |
| ExodusPoint Capital Management, LP | 17,500 | $203.0K | 0.00% | −13,900−44.3% | Reduced |
| Clarius Group, LLC | 14,839 | $172.0K | 0.02% | −15−0.1% | Reduced |
| JPMorgan Chase & Co | 14,263 | $165.0K | 0.00% | −131−0.9% | Reduced |
| Wells Fargo & Company | 13,913 | $162.0K | 0.00% | −659−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 13,940 | $161.0K | 0.00% | +549+4.1% | Added |
| RFG Advisory, LLC | 12,820 | $149.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,744 | $148.0K | 0.01% | +12,744 | New |
| Burns Matteson Capital Management, LLC | 10,776 | $125.1K | 0.10% | +10,776 | New |
| Evergreen Capital Management LLC | 10,334 | $120.0K | 0.01% | +10,334 | New |
| UBS Group AG | 9,491 | $110.0K | 0.00% | −6,112−39.2% | Reduced |
| Proequities, Inc. | 8,879 | $103.0K | 0.01% | −3,792−29.9% | Reduced |
| Harbour Investments, Inc. | 5,059 | $59.0K | 0.00% | −462−8.4% | Reduced |
| Arkadios Wealth Advisors | 4,181 | $48.0K | 0.01% | +3,576+591.1% | Added |
| JJJ Advisors Inc. | 4,004 | $46.0K | 0.02% | +1,109+38.3% | Added |
| Tower Research Capital LLC (TRC) | 3,846 | $45.0K | 0.00% | +3,399+760.4% | Added |
| Quadrant Capital Group LLC | 2,997 | $35.0K | 0.01% | +329+12.3% | Added |
| Royal Bank of Canada | 3,117 | $34.0K | 0.00% | −21,023−87.1% | Reduced |
| Signaturefd, LLC | 2,945 | $34.0K | 0.00% | +756+34.5% | Added |
| Private Capital Group, LLC | 2,010 | $23.0K | 0.01% | −252−11.1% | Reduced |
| Parallel Advisors, LLC | 1,942 | $23.0K | 0.00% | +496+34.3% | Added |
| AdvisorNet Financial, Inc | 1,914 | $22.0K | 0.00% | +1,914 | New |
| Bessemer Group Inc | 1,689 | $20.0K | 0.00% | +400+31.0% | Added |
| Lindbrook Capital, LLC | 1,343 | $16.0K | 0.00% | +35+2.7% | Added |
| Sofos Investments, Inc. | 899 | $12.0K | 0.01% | −175−16.3% | Reduced |
| Fifth Third Bancorp | 760 | $9.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 768 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 651 | $8.00K | 0.00% | +42+6.9% | Added |
| Ellevest, Inc. | 564 | $7.00K | 0.00% | +50+9.7% | Added |
| Northwestern Mutual Wealth Management Co | 526 | $6.00K | 0.00% | −30−5.4% | Reduced |
| Zions Bancorporation, N.A. | 546 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 506 | $5.88K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 510 | $5.00K | 0.00% | −410−44.6% | Reduced |
| Fieldpoint Private Securities, LLC | 415 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 346 | $4.00K | 0.00% | −32,216−98.9% | Reduced |
| Captrust Financial Advisors | 294 | $3.00K | 0.00% | −20−6.4% | Reduced |
| CWM, LLC | 289 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 258 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 311 | $3.00K | 0.00% | +311 | New |
| O'Shaughnessy Asset Management, LLC | 180 | $2.00K | 0.00% | −75−29.4% | Reduced |
| Rockefeller Capital Management L.P. | 195 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 171 | $2.00K | 0.00% | +171 | New |
| Enterprise Financial Services Corp | 189 | $2.00K | 0.00% | +189 | New |
| First Horizon Advisors, Inc. | 120 | $1.00K | 0.00% | −131−52.2% | Reduced |
| Column Capital Advisors, LLC | 89 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 62 | $1.00K | 0.00% | +1+1.6% | Added |
| Evoke Wealth, LLC | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 90 | $1.00K | 0.00% | +90 | New |
| IFP Advisors, Inc | 62 | $1.00K | 0.00% | +62 | New |
| TD Private Client Wealth LLC | 86 | $998 | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −206,903−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −161,599−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −46,558−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −14,274−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −12,530−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,463−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,039−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |