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 |
|---|---|---|---|---|---|
| Kowal Investment Group, LLC | 11 | $0 | 0.00% | +11 | New |
| TD Private Client Wealth LLC | 86 | $832 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Geneos Wealth Management Inc. | 346 | $3.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 294 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 415 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 506 | $4.89K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 656 | $6.00K | 0.00% | +5+0.8% | Added |
| Berman Capital Advisors, LLC | 768 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 819 | $8.00K | 0.00% | +59+7.8% | Added |
| Sofos Investments, Inc. | 766 | $10.0K | 0.01% | −133−14.8% | Reduced |
| Koshinski Asset Management, Inc. | 1,101 | $10.6K | 0.00% | +1,101 | New |
| Bessemer Group Inc | 1,792 | $18.0K | 0.00% | +103+6.1% | 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 |
| Private Capital Group, LLC | 2,049 | $20.0K | 0.00% | +39+1.9% | Added |
| 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 |
| Quadrant Capital Group LLC | 2,827 | $27.0K | 0.00% | −170−5.7% | Reduced |
| Arkadios Wealth Advisors | 3,192 | $30.0K | 0.00% | −989−23.7% | Reduced |
| Signaturefd, LLC | 3,449 | $33.0K | 0.00% | +504+17.1% | Added |
| Citigroup Inc | 3,678 | $36.0K | 0.00% | −23,704−86.6% | Reduced |
| Harbour Investments, Inc. | 4,185 | $40.0K | 0.00% | −874−17.3% | Reduced |
| JJJ Advisors Inc. | 4,333 | $42.0K | 0.01% | +329+8.2% | Added |
| Quantbot Technologies LP | 4,800 | $46.0K | 0.00% | +4,800 | New |
| UBS Group AG | 7,015 | $68.0K | 0.00% | −2,476−26.1% | Reduced |
| Proequities, Inc. | 8,454 | $82.0K | 0.01% | −425−4.8% | Reduced |
| Optiver Holding B.V. | 9,464 | $92.0K | 0.00% | +9,464 | New |
| Evergreen Capital Management LLC | 10,454 | $101.0K | 0.00% | +120+1.2% | Added |
| Creative Planning | 10,526 | $102.0K | 0.00% | +10,526 | New |
| Tower Research Capital LLC (TRC) | 10,727 | $103.0K | 0.00% | +6,881+178.9% | Added |
| HighTower Advisors, LLC | 10,911 | $105.0K | 0.00% | +10,911 | New |
| Ballentine Partners, LLC | 10,993 | $107.0K | 0.00% | −1,751−13.7% | Reduced |
| Burns Matteson Capital Management, LLC | 11,075 | $107.1K | 0.08% | +299+2.8% | Added |
| Comerica Bank | 12,608 | $109.0K | 0.00% | −29,588−70.1% | Reduced |
| DRW Securities, LLC | 11,607 | $112.0K | 0.03% | +11,607 | New |
| JPMorgan Chase & Co | 11,875 | $115.0K | 0.00% | −2,388−16.7% | Reduced |
| JustInvest LLC | 12,757 | $123.0K | 0.01% | +12,757 | New |
| RFG Advisory, LLC | 12,820 | $124.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,033 | $126.0K | 0.00% | −880−6.3% | Reduced |
| ExodusPoint Capital Management, LP | 13,100 | $127.0K | 0.00% | −4,400−25.1% | Reduced |
| The PNC Financial Services Group, Inc. | 13,804 | $133.0K | 0.00% | −136−1.0% | Reduced |
| Clarius Group, LLC | 14,829 | $143.0K | 0.01% | −10−0.1% | Reduced |
| Fca Corp | 20,000 | $163.0K | 0.05% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 19,000 | $184.0K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,185 | $196.0K | 0.00% | −3,001−12.9% | Reduced |
| D. E. Shaw & Co., Inc. | 22,176 | $214.0K | 0.00% | +22,176 | New |
| American Century Companies Inc | 26,800 | $259.0K | 0.00% | +3,900+17.0% | Added |
| US Bancorp | 30,760 | $297.0K | 0.00% | −2,731−8.2% | Reduced |
| Wetherby Asset Management Inc | 34,050 | $329.0K | 0.02% | +2,794+8.9% | Added |
| Atlas Capital Advisors LLC | 37,959 | $367.1K | 0.06% | +4,226+12.5% | Added |
| Advisor Partners LLC | 38,291 | $370.0K | 0.02% | −4,627−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 39,449 | $382.0K | 0.00% | −1,329−3.3% | Reduced |
| FIL Ltd | 42,197 | $408.0K | 0.00% | −22,073−34.3% | Reduced |
| Citadel Advisors LLC | 46,063 | $446.0K | 0.00% | +25,647+125.6% | Added |
| JNBA Financial Advisors | 47,433 | $459.0K | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 55,500 | $537.0K | 0.01% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 58,218 | $563.0K | 0.04% | −202−0.3% | Reduced |
| FMR LLC | 59,376 | $574.0K | 0.00% | −9,929−14.3% | Reduced |
| Capital Asset Advisory Services LLC | 75,390 | $729.0K | 0.08% | +3,428+4.8% | Added |
| Millennium Management LLC | 90,012 | $870.0K | 0.00% | +90,012 | New |
| Marshall Wace North America L.P. | 92,813 | $897.0K | 0.00% | +92,813 | New |
| Crossmark Global Holdings, Inc. | 103,366 | $1.00M | 0.02% | −850,771−89.2% | Reduced |
| Bank of America Corp | 113,642 | $1.10M | 0.00% | +5,149+4.7% | Added |
| Morgan Stanley | 137,995 | $1.33M | 0.00% | +19,900+16.9% | Added |
| Marshall Wace, LLP | 139,939 | $1.35M | 0.01% | +103,881+288.1% | Added |
| Ameriprise Financial Inc | 175,901 | $1.70M | 0.00% | −3,131−1.7% | Reduced |
| Envestnet Asset Management Inc | 185,765 | $1.80M | 0.00% | +10,221+5.8% | Added |
| Arrowstreet Capital, Limited Partnership | 216,871 | $2.10M | 0.00% | −37,754−14.8% | Reduced |
| Eqis Capital Management, Inc. | 226,109 | $2.19M | 0.17% | −36,553−13.9% | Reduced |
| Northern Trust Corp | 348,835 | $3.37M | 0.00% | −261,075−42.8% | Reduced |
| Geode Capital Management, LLC | 365,862 | $3.54M | 0.00% | −377−0.1% | Reduced |
| Renaissance Technologies LLC | 434,500 | $4.20M | 0.01% | +188,700+76.8% | Added |
| 13D Management LLC | 595,156 | $5.75M | 2.14% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 644,155 | $6.23M | 1.96% | −950.0% | Reduced |
| BlackRock Inc. | 966,635 | $9.35M | 0.00% | +64,664+7.2% | Added |
| Goldman Sachs Group Inc | 1,004,312 | $9.71M | 0.00% | −49,329−4.7% | Reduced |
| Parametric Portfolio Associates LLC | 1,580,798 | $15.3M | 0.01% | −58,932−3.6% | Reduced |
| Dimensional Fund Advisors LP | 2,433,619 | $23.5M | 0.01% | −52,823−2.1% | Reduced |
| 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 |