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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 86 | $998 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Geneos Wealth Management Inc. | 346 | $4.00K | 0.00% | −32,216−98.9% | Reduced |
| Simplex Trading, LLC | 510 | $5.00K | 0.00% | −410−44.6% | Reduced |
| Fieldpoint Private Securities, LLC | 415 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 506 | $5.88K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ellevest, Inc. | 564 | $7.00K | 0.00% | +50+9.7% | Added |
| Berman Capital Advisors, LLC | 768 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 651 | $8.00K | 0.00% | +42+6.9% | Added |
| Fifth Third Bancorp | 760 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 899 | $12.0K | 0.01% | −175−16.3% | Reduced |
| Lindbrook Capital, LLC | 1,343 | $16.0K | 0.00% | +35+2.7% | Added |
| Bessemer Group Inc | 1,689 | $20.0K | 0.00% | +400+31.0% | Added |
| AdvisorNet Financial, Inc | 1,914 | $22.0K | 0.00% | +1,914 | New |
| 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 |
| 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 |
| Quadrant Capital Group LLC | 2,997 | $35.0K | 0.01% | +329+12.3% | Added |
| Tower Research Capital LLC (TRC) | 3,846 | $45.0K | 0.00% | +3,399+760.4% | Added |
| JJJ Advisors Inc. | 4,004 | $46.0K | 0.02% | +1,109+38.3% | Added |
| Arkadios Wealth Advisors | 4,181 | $48.0K | 0.01% | +3,576+591.1% | Added |
| Harbour Investments, Inc. | 5,059 | $59.0K | 0.00% | −462−8.4% | Reduced |
| Proequities, Inc. | 8,879 | $103.0K | 0.01% | −3,792−29.9% | Reduced |
| UBS Group AG | 9,491 | $110.0K | 0.00% | −6,112−39.2% | Reduced |
| Evergreen Capital Management LLC | 10,334 | $120.0K | 0.01% | +10,334 | New |
| Burns Matteson Capital Management, LLC | 10,776 | $125.1K | 0.10% | +10,776 | New |
| Ballentine Partners, LLC | 12,744 | $148.0K | 0.01% | +12,744 | New |
| RFG Advisory, LLC | 12,820 | $149.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,940 | $161.0K | 0.00% | +549+4.1% | Added |
| Wells Fargo & Company | 13,913 | $162.0K | 0.00% | −659−4.5% | Reduced |
| JPMorgan Chase & Co | 14,263 | $165.0K | 0.00% | −131−0.9% | Reduced |
| Clarius Group, LLC | 14,839 | $172.0K | 0.02% | −15−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 17,500 | $203.0K | 0.00% | −13,900−44.3% | Reduced |
| Eaton Vance Management | 18,064 | $210.0K | 0.00% | +6,575+57.2% | Added |
| Triasima Portfolio Management inc. | 19,000 | $221.0K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 19,202 | $223.0K | 0.03% | +19,202 | New |
| Fca Corp | 20,000 | $232.0K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 20,416 | $237.0K | 0.00% | −111,506−84.5% | Reduced |
| State Street Corp | 20,530 | $238.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 22,900 | $266.0K | 0.00% | +22,900 | New |
| Bank of New York Mellon Corp | 23,186 | $269.0K | 0.00% | +1,119+5.1% | Added |
| Citigroup Inc | 27,382 | $319.0K | 0.00% | +2,013+7.9% | Added |
| Schonfeld Strategic Advisors LLC | 29,800 | $346.0K | 0.00% | −22,000−42.5% | Reduced |
| Wetherby Asset Management Inc | 31,256 | $363.0K | 0.02% | +4,943+18.8% | Added |
| US Bancorp | 33,491 | $389.0K | 0.00% | +1,486+4.6% | Added |
| Atlas Capital Advisors LLC | 33,733 | $391.6K | 0.07% | +382+1.1% | Added |
| Marshall Wace, LLP | 36,058 | $419.0K | 0.00% | +36,058 | New |
| Comerica Bank | 42,196 | $438.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 40,778 | $474.0K | 0.00% | −20,945−33.9% | Reduced |
| Advisor Partners LLC | 42,918 | $498.0K | 0.03% | +79+0.2% | Added |
| JNBA Financial Advisors | 47,433 | $551.0K | 0.07% | +4,988+11.8% | Added |
| Hartford Investment Management Co | 55,500 | $644.0K | 0.02% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 58,420 | $678.0K | 0.05% | 00.0% | Unchanged |
| FIL Ltd | 64,270 | $746.0K | 0.00% | −5,577−8.0% | Reduced |
| FMR LLC | 69,305 | $805.0K | 0.00% | +9,536+16.0% | Added |
| Capital Asset Advisory Services LLC | 71,962 | $835.0K | 0.09% | −19,118−21.0% | Reduced |
| Stifel Financial Corp | 78,491 | $912.0K | 0.00% | +78,491 | New |
| Bank of America Corp | 108,493 | $1.26M | 0.00% | +7,034+6.9% | Added |
| Morgan Stanley | 118,095 | $1.37M | 0.00% | +10,770+10.0% | Added |
| Envestnet Asset Management Inc | 175,544 | $2.04M | 0.00% | −36,423−17.2% | Reduced |
| Ameriprise Financial Inc | 179,032 | $2.08M | 0.00% | −30,365−14.5% | Reduced |
| Renaissance Technologies LLC | 245,800 | $2.85M | 0.00% | +11,300+4.8% | Added |
| Arrowstreet Capital, Limited Partnership | 254,625 | $2.96M | 0.00% | −555,082−68.6% | Reduced |
| Eqis Capital Management, Inc. | 262,662 | $3.05M | 0.23% | −28,045−9.6% | Reduced |
| Geode Capital Management, LLC | 366,239 | $4.25M | 0.00% | +10,938+3.1% | Added |
| 13D Management LLC | 595,156 | $6.91M | 2.38% | −7,000−1.2% | Reduced |
| Northern Trust Corp | 609,910 | $7.08M | 0.00% | −104,782−14.7% | Reduced |
| Henry James International Management, Inc. | 644,250 | $7.48M | 2.14% | +60,383+10.3% | Added |
| BlackRock Inc. | 901,971 | $10.5M | 0.00% | +177,263+24.5% | Added |
| Crossmark Global Holdings, Inc. | 954,137 | $11.1M | 0.26% | +877,974+1,152.8% | Added |
| Goldman Sachs Group Inc | 1,053,641 | $12.2M | 0.00% | +113,409+12.1% | Added |
| Parametric Portfolio Associates LLC | 1,639,730 | $19.0M | 0.01% | +104,575+6.8% | Added |
| Dimensional Fund Advisors LP | 2,486,442 | $28.9M | 0.01% | −141,303−5.4% | Reduced |
| 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 |