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, Q3 2021
Institutional positions in Pearson PLC as of Sep 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
- 95
- +7 vs. Q2 2021
- Shares held
- 10.8M
- −904.0K (−7.7%) vs. Q2 2021
- Total value
- $104.2M
- −$31.6M (−23.3%) vs. Q2 2021
- New holders
- 15
- 25 more added
- Sold out
- 8
- 35 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 2,433,619 | $23.5M | 0.01% | −52,823−2.1% | Reduced |
| Parametric Portfolio Associates LLC | 1,580,798 | $15.3M | 0.01% | −58,932−3.6% | Reduced |
| Goldman Sachs Group Inc | 1,004,312 | $9.71M | 0.00% | −49,329−4.7% | Reduced |
| BlackRock Inc. | 966,635 | $9.35M | 0.00% | +64,664+7.2% | Added |
| Henry James International Management, Inc. | 644,155 | $6.23M | 1.96% | −950.0% | Reduced |
| 13D Management LLC | 595,156 | $5.75M | 2.14% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 434,500 | $4.20M | 0.01% | +188,700+76.8% | Added |
| Geode Capital Management, LLC | 365,862 | $3.54M | 0.00% | −377−0.1% | Reduced |
| Northern Trust Corp | 348,835 | $3.37M | 0.00% | −261,075−42.8% | Reduced |
| Eqis Capital Management, Inc. | 226,109 | $2.19M | 0.17% | −36,553−13.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 216,871 | $2.10M | 0.00% | −37,754−14.8% | Reduced |
| Envestnet Asset Management Inc | 185,765 | $1.80M | 0.00% | +10,221+5.8% | Added |
| Ameriprise Financial Inc | 175,901 | $1.70M | 0.00% | −3,131−1.7% | Reduced |
| Marshall Wace, LLP | 139,939 | $1.35M | 0.01% | +103,881+288.1% | Added |
| Morgan Stanley | 137,995 | $1.33M | 0.00% | +19,900+16.9% | Added |
| Bank of America Corp | 113,642 | $1.10M | 0.00% | +5,149+4.7% | Added |
| Crossmark Global Holdings, Inc. | 103,366 | $1.00M | 0.02% | −850,771−89.2% | Reduced |
| Marshall Wace North America L.P. | 92,813 | $897.0K | 0.00% | +92,813 | New |
| Millennium Management LLC | 90,012 | $870.0K | 0.00% | +90,012 | New |
| Capital Asset Advisory Services LLC | 75,390 | $729.0K | 0.08% | +3,428+4.8% | Added |
| FMR LLC | 59,376 | $574.0K | 0.00% | −9,929−14.3% | Reduced |
| Altium Wealth Management LLC | 58,218 | $563.0K | 0.04% | −202−0.3% | Reduced |
| Hartford Investment Management Co | 55,500 | $537.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 47,433 | $459.0K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 46,063 | $446.0K | 0.00% | +25,647+125.6% | Added |
| FIL Ltd | 42,197 | $408.0K | 0.00% | −22,073−34.3% | Reduced |
| Advisor Group Holdings, Inc. | 39,449 | $382.0K | 0.00% | −1,329−3.3% | Reduced |
| Advisor Partners LLC | 38,291 | $370.0K | 0.02% | −4,627−10.8% | Reduced |
| Atlas Capital Advisors LLC | 37,959 | $367.1K | 0.06% | +4,226+12.5% | Added |
| Wetherby Asset Management Inc | 34,050 | $329.0K | 0.02% | +2,794+8.9% | Added |
| US Bancorp | 30,760 | $297.0K | 0.00% | −2,731−8.2% | Reduced |
| American Century Companies Inc | 26,800 | $259.0K | 0.00% | +3,900+17.0% | Added |
| D. E. Shaw & Co., Inc. | 22,176 | $214.0K | 0.00% | +22,176 | New |
| Bank of New York Mellon Corp | 20,185 | $196.0K | 0.00% | −3,001−12.9% | Reduced |
| Triasima Portfolio Management inc. | 19,000 | $184.0K | 0.01% | 00.0% | Unchanged |
| Fca Corp | 20,000 | $163.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 14,829 | $143.0K | 0.01% | −10−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 13,804 | $133.0K | 0.00% | −136−1.0% | Reduced |
| ExodusPoint Capital Management, LP | 13,100 | $127.0K | 0.00% | −4,400−25.1% | Reduced |
| Wells Fargo & Company | 13,033 | $126.0K | 0.00% | −880−6.3% | Reduced |
| RFG Advisory, LLC | 12,820 | $124.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 12,757 | $123.0K | 0.01% | +12,757 | New |
| JPMorgan Chase & Co | 11,875 | $115.0K | 0.00% | −2,388−16.7% | Reduced |
| DRW Securities, LLC | 11,607 | $112.0K | 0.03% | +11,607 | New |
| Comerica Bank | 12,608 | $109.0K | 0.00% | −29,588−70.1% | Reduced |
| Burns Matteson Capital Management, LLC | 11,075 | $107.1K | 0.08% | +299+2.8% | Added |
| Ballentine Partners, LLC | 10,993 | $107.0K | 0.00% | −1,751−13.7% | Reduced |
| HighTower Advisors, LLC | 10,911 | $105.0K | 0.00% | +10,911 | New |
| Tower Research Capital LLC (TRC) | 10,727 | $103.0K | 0.00% | +6,881+178.9% | Added |
| Creative Planning | 10,526 | $102.0K | 0.00% | +10,526 | New |
| Evergreen Capital Management LLC | 10,454 | $101.0K | 0.00% | +120+1.2% | Added |
| Optiver Holding B.V. | 9,464 | $92.0K | 0.00% | +9,464 | New |
| Proequities, Inc. | 8,454 | $82.0K | 0.01% | −425−4.8% | Reduced |
| UBS Group AG | 7,015 | $68.0K | 0.00% | −2,476−26.1% | Reduced |
| Quantbot Technologies LP | 4,800 | $46.0K | 0.00% | +4,800 | New |
| JJJ Advisors Inc. | 4,333 | $42.0K | 0.01% | +329+8.2% | Added |
| Harbour Investments, Inc. | 4,185 | $40.0K | 0.00% | −874−17.3% | Reduced |
| Citigroup Inc | 3,678 | $36.0K | 0.00% | −23,704−86.6% | Reduced |
| Signaturefd, LLC | 3,449 | $33.0K | 0.00% | +504+17.1% | Added |
| Arkadios Wealth Advisors | 3,192 | $30.0K | 0.00% | −989−23.7% | Reduced |
| Quadrant Capital Group LLC | 2,827 | $27.0K | 0.00% | −170−5.7% | Reduced |
| Parallel Advisors, LLC | 2,369 | $23.0K | 0.00% | +427+22.0% | Added |
| Deutsche Bank AG | 2,404 | $23.0K | 0.00% | +2,404 | New |
| Private Capital Group, LLC | 2,049 | $20.0K | 0.00% | +39+1.9% | Added |
| Royal Bank of Canada | 1,999 | $19.0K | 0.00% | −1,118−35.9% | Reduced |
| Lindbrook Capital, LLC | 1,954 | $19.0K | 0.00% | +611+45.5% | Added |
| Bessemer Group Inc | 1,792 | $18.0K | 0.00% | +103+6.1% | Added |
| Koshinski Asset Management, Inc. | 1,101 | $10.6K | 0.00% | +1,101 | New |
| Sofos Investments, Inc. | 766 | $10.0K | 0.01% | −133−14.8% | Reduced |
| Fifth Third Bancorp | 819 | $8.00K | 0.00% | +59+7.8% | Added |
| Berman Capital Advisors, LLC | 768 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 656 | $6.00K | 0.00% | +5+0.8% | Added |
| Ellevest, Inc. | 466 | $5.00K | 0.00% | −98−17.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 526 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 546 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 510 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 506 | $4.89K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 415 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 346 | $3.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 294 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 17,568 | $2.00K | 0.00% | −496−2.7% | Reduced |
| Gemmer Asset Management LLC | 258 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 217 | $2.00K | 0.00% | +37+20.6% | Added |
| Rockefeller Capital Management L.P. | 277 | $1.00K | 0.00% | +82+42.1% | Added |
| Brown Brothers Harriman & Co | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 89 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 110 | $1.00K | 0.00% | −10−8.3% | Reduced |
| IFP Advisors, Inc | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 63 | $1.00K | 0.00% | +1+1.6% | Added |
| Evoke Wealth, LLC | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 135 | $1.00K | 0.00% | +135 | New |
| Laurel Wealth Planning LLC | 137 | $1.00K | 0.00% | +137 | New |
| Bell Investment Advisors, Inc | 87 | $1.00K | 0.00% | +87 | New |
| TD Private Client Wealth LLC | 86 | $832 | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 11 | $0 | 0.00% | +11 | New |
| Stifel Financial Corp | 0 | $0 | 0.00% | −78,491−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −29,800−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −20,530−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −19,202−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |