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, Q4 2021
Institutional positions in Pearson PLC as of Dec 31, 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
- 122
- +29 vs. Q3 2021
- Shares held
- 19.0M
- +8.31M (+77.6%) vs. Q3 2021
- Total value
- $159.7M
- +$56.4M (+54.6%) vs. Q3 2021
- New holders
- 46
- 45 more added
- Sold out
- 17
- 18 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 3,748,251 | $31.5M | 0.03% | +3,748,251 | New |
| Dimensional Fund Advisors LP | 2,467,802 | $20.7M | 0.01% | +34,183+1.4% | Added |
| Parametric Portfolio Associates LLC | 2,154,480 | $18.1M | 0.01% | +573,682+36.3% | Added |
| Goldman Sachs Group Inc | 1,278,152 | $10.7M | 0.00% | +273,840+27.3% | Added |
| BlackRock Inc. | 1,261,525 | $10.6M | 0.00% | +294,890+30.5% | Added |
| Bank of America Corp | 1,017,385 | $8.54M | 0.00% | +903,743+795.3% | Added |
| 13D Management LLC | 827,474 | $6.95M | 2.66% | +232,318+39.0% | Added |
| Millennium Management LLC | 549,271 | $4.61M | 0.01% | +459,259+510.2% | Added |
| Henry James International Management, Inc. | 535,127 | $4.50M | 1.38% | −109,028−16.9% | Reduced |
| Geode Capital Management, LLC | 408,384 | $3.43M | 0.00% | +42,522+11.6% | Added |
| Northern Trust Corp | 384,698 | $3.23M | 0.00% | +35,863+10.3% | Added |
| Citadel Advisors LLC | 374,280 | $3.14M | 0.00% | +328,217+712.5% | Added |
| Wells Fargo & Company | 363,687 | $3.06M | 0.00% | +350,654+2,690.5% | Added |
| Morgan Stanley | 324,414 | $2.73M | 0.00% | +186,419+135.1% | Added |
| D. E. Shaw & Co., Inc. | 323,982 | $2.72M | 0.00% | +301,806+1,361.0% | Added |
| Arrowstreet Capital, Limited Partnership | 281,362 | $2.36M | 0.00% | +64,491+29.7% | Added |
| Renaissance Technologies LLC | 266,544 | $2.24M | 0.00% | −167,956−38.7% | Reduced |
| Ameriprise Financial Inc | 165,612 | $1.39M | 0.00% | −10,289−5.8% | Reduced |
| Eqis Capital Management, Inc. | 157,357 | $1.32M | 0.10% | −68,752−30.4% | Reduced |
| Regions Financial Corp | 150,643 | $1.26M | 0.01% | +150,643 | New |
| Brinker Capital Investments, LLC | 141,620 | $1.19M | 0.02% | +141,620 | New |
| FMR LLC | 106,686 | $896.0K | 0.00% | +47,310+79.7% | Added |
| Cubist Systematic Strategies, LLC | 101,229 | $850.0K | 0.01% | +101,229 | New |
| Envestnet Asset Management Inc | 96,940 | $814.0K | 0.00% | −88,825−47.8% | Reduced |
| Royal Bank of Canada | 82,174 | $691.0K | 0.00% | +80,175+4,010.8% | Added |
| Crossmark Global Holdings, Inc. | 75,023 | $630.0K | 0.01% | −28,343−27.4% | Reduced |
| BNP Paribas Arbitrage, SA | 60,015 | $504.1K | 0.00% | +60,015 | New |
| Altium Wealth Management LLC | 55,789 | $469.0K | 0.03% | −2,429−4.2% | Reduced |
| Hartford Investment Management Co | 55,500 | $466.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 55,540 | $466.0K | 0.00% | +41,736+302.3% | Added |
| Natixis Advisors, L.P. | 50,717 | $426.0K | 0.00% | +50,717 | New |
| Barclays PLC | 50,000 | $420.0K | 0.00% | +50,000 | New |
| Verdence Capital Advisors LLC | 49,605 | $417.0K | 0.05% | +49,605 | New |
| Freestone Capital Holdings, LLC | 47,879 | $402.0K | 0.02% | +47,879 | New |
| Wetherby Asset Management Inc | 47,625 | $400.0K | 0.02% | +13,575+39.9% | Added |
| JNBA Financial Advisors | 47,433 | $398.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 43,106 | $363.0K | 0.00% | +12,346+40.1% | Added |
| Advisor Partners LLC | 42,818 | $360.0K | 0.02% | +4,527+11.8% | Added |
| FIL Ltd | 42,197 | $354.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 41,600 | $349.0K | 0.00% | +41,600 | New |
| Bank of New York Mellon Corp | 41,359 | $347.0K | 0.00% | +21,174+104.9% | Added |
| Schechter Investment Advisors, LLC | 29,593 | $248.0K | 0.02% | +29,593 | New |
| American Century Companies Inc | 26,800 | $225.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 23,410 | $197.0K | 0.00% | +23,410 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 23,348 | $196.0K | 0.00% | +23,348 | New |
| Janney Montgomery Scott LLC | 22,863 | $192.0K | 0.00% | +22,863 | New |
| JustInvest LLC | 22,046 | $185.0K | 0.01% | +9,289+72.8% | Added |
| Bank of Montreal | 22,088 | $184.0K | 0.00% | +22,088 | New |
| Kearns & Associates LLC | 21,000 | $176.0K | 0.17% | +21,000 | New |
| Atlas Capital Advisors LLC | 20,812 | $174.8K | 0.03% | −17,147−45.2% | Reduced |
| Fca Corp | 20,000 | $168.0K | 0.06% | 00.0% | Unchanged |
| Eaton Vance Management | 18,881 | $159.0K | 0.00% | +1,313+7.5% | Added |
| Greenleaf Trust | 18,491 | $155.0K | 0.00% | +18,491 | New |
| M&T Bank Corp | 18,218 | $153.0K | 0.00% | +18,218 | New |
| Ballentine Partners, LLC | 16,302 | $137.0K | 0.00% | +5,309+48.3% | Added |
| Clarius Group, LLC | 15,917 | $134.0K | 0.01% | +1,088+7.3% | Added |
| Evergreen Capital Management LLC | 15,889 | $133.0K | 0.01% | +5,435+52.0% | Added |
| OneAscent Wealth Management LLC | 15,173 | $127.0K | 0.32% | +15,173 | New |
| Credential Qtrade Securities Inc. | 14,375 | $120.8K | 0.01% | +14,375 | New |
| Susquehanna International Group, LLP | 13,861 | $116.0K | 0.00% | +13,861 | New |
| RFG Advisory, LLC | 12,467 | $105.0K | 0.01% | −353−2.8% | Reduced |
| OneAscent Financial Services LLC | 12,374 | $104.0K | 0.20% | +12,374 | New |
| Comerica Bank | 12,002 | $103.0K | 0.00% | −606−4.8% | Reduced |
| Axxcess Wealth Management, LLC | 12,118 | $102.0K | 0.01% | +12,118 | New |
| Ethic Inc. | 11,895 | $100.0K | 0.01% | +11,895 | New |
| Creative Planning | 11,678 | $98.0K | 0.00% | +1,152+10.9% | Added |
| Corient Capital Partners, LLC | 11,705 | $98.0K | 0.01% | +11,705 | New |
| Yousif Capital Management, LLC | 11,715 | $98.0K | 0.00% | +11,715 | New |
| Vestmark Advisory Solutions, Inc. | 11,262 | $95.0K | 0.01% | +11,262 | New |
| Trexquant Investment LP | 11,066 | $93.0K | 0.01% | +11,066 | New |
| NFP Retirement, Inc. | 10,995 | $92.4K | 0.03% | +10,995 | New |
| Optiver Holding B.V. | 9,464 | $92.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,437 | $88.0K | 0.00% | −1,438−12.1% | Reduced |
| HighTower Advisors, LLC | 10,385 | $88.0K | 0.00% | −526−4.8% | Reduced |
| Zions Bancorporation, N.A. | 8,609 | $72.0K | 0.01% | +8,063+1,476.7% | Added |
| Advisors Asset Management, Inc. | 8,228 | $69.1K | 0.00% | +8,228 | New |
| UBS Group AG | 7,854 | $66.0K | 0.00% | +839+12.0% | Added |
| Advisor Group Holdings, Inc. | 7,669 | $64.0K | 0.00% | −31,780−80.6% | Reduced |
| Citigroup Inc | 7,161 | $60.0K | 0.00% | +3,483+94.7% | Added |
| Harbor Investment Advisory, LLC | 6,289 | $53.0K | 0.01% | +6,289 | New |
| Signaturefd, LLC | 6,112 | $51.0K | 0.00% | +2,663+77.2% | Added |
| Simplex Trading, LLC | 5,565 | $46.0K | 0.00% | +5,055+991.2% | Added |
| Quadrant Capital Group LLC | 5,402 | $45.0K | 0.01% | +2,575+91.1% | Added |
| Parallel Advisors, LLC | 4,616 | $39.0K | 0.00% | +2,247+94.9% | Added |
| JJJ Advisors Inc. | 3,764 | $32.0K | 0.01% | −569−13.1% | Reduced |
| Aquatic Capital Management LLC | 3,800 | $32.0K | 0.06% | +3,800 | New |
| TD Private Client Wealth LLC | 3,572 | $30.0K | 0.00% | +3,486+4,053.5% | Added |
| Bessemer Group Inc | 2,863 | $24.0K | 0.00% | +1,071+59.8% | Added |
| Private Capital Group, LLC | 2,544 | $21.0K | 0.00% | +495+24.2% | Added |
| Lindbrook Capital, LLC | 2,383 | $20.0K | 0.00% | +429+22.0% | Added |
| Column Capital Advisors, LLC | 1,270 | $11.0K | 0.00% | +1,181+1,327.0% | Added |
| Captrust Financial Advisors | 1,129 | $9.00K | 0.00% | +835+284.0% | Added |
| Washington Trust Advisors, Inc. | 1,044 | $9.00K | 0.00% | +1,044 | New |
| Glassman Wealth Services | 965 | $8.00K | 0.00% | +309+47.1% | Added |
| Northwestern Mutual Wealth Management Co | 929 | $8.00K | 0.00% | +403+76.6% | Added |
| CWM, LLC | 938 | $8.00K | 0.00% | +938 | New |
| Ellevest, Inc. | 891 | $7.00K | 0.00% | +425+91.2% | Added |
| Fifth Third Bancorp | 760 | $6.00K | 0.00% | −59−7.2% | Reduced |
| Umb Bank N A | 545 | $5.00K | 0.00% | +545 | New |
| Arlington Partners LLC | 563 | $5.00K | 0.00% | +563 | New |