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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 5 | $0 | 0.00% | +5 | New |
| Snowden Capital Advisors LLC | 42 | $0 | 0.00% | +42 | New |
| Proequities, Inc. | 112 | $1.00K | 0.00% | −8,342−98.7% | Reduced |
| Brown Brothers Harriman & Co | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 132 | $1.00K | 0.00% | −145−52.3% | Reduced |
| Evoke Wealth, LLC | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 137 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 154 | $1.00K | 0.00% | +154 | New |
| Geneos Wealth Management Inc. | 346 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 258 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 276 | $2.00K | 0.00% | +189+217.2% | Added |
| Ford Financial Group, LLC | 313 | $2.00K | 0.00% | +313 | New |
| Zullo Investment Group, Inc. | 220 | $2.00K | 0.00% | +220 | New |
| KB Financial Partners, LLC | 344 | $3.00K | 0.00% | +344 | New |
| Fieldpoint Private Securities, LLC | 445 | $4.00K | 0.00% | +30+7.2% | Added |
| Washington Trust Co | 419 | $4.00K | 0.00% | +419 | New |
| EverSource Wealth Advisors, LLC | 459 | $4.00K | 0.00% | +459 | New |
| Umb Bank N A | 545 | $5.00K | 0.00% | +545 | New |
| Arlington Partners LLC | 563 | $5.00K | 0.00% | +563 | New |
| Carroll Financial Associates, Inc. | 708 | $5.00K | 0.00% | +708 | New |
| Spire Wealth Management | 654 | $5.00K | 0.00% | +654 | New |
| Fifth Third Bancorp | 760 | $6.00K | 0.00% | −59−7.2% | Reduced |
| Ellevest, Inc. | 891 | $7.00K | 0.00% | +425+91.2% | Added |
| 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 |
| 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 |
| Column Capital Advisors, LLC | 1,270 | $11.0K | 0.00% | +1,181+1,327.0% | Added |
| Lindbrook Capital, LLC | 2,383 | $20.0K | 0.00% | +429+22.0% | Added |
| Private Capital Group, LLC | 2,544 | $21.0K | 0.00% | +495+24.2% | Added |
| Bessemer Group Inc | 2,863 | $24.0K | 0.00% | +1,071+59.8% | Added |
| TD Private Client Wealth LLC | 3,572 | $30.0K | 0.00% | +3,486+4,053.5% | 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 |
| Parallel Advisors, LLC | 4,616 | $39.0K | 0.00% | +2,247+94.9% | Added |
| Quadrant Capital Group LLC | 5,402 | $45.0K | 0.01% | +2,575+91.1% | Added |
| Simplex Trading, LLC | 5,565 | $46.0K | 0.00% | +5,055+991.2% | Added |
| Signaturefd, LLC | 6,112 | $51.0K | 0.00% | +2,663+77.2% | Added |
| Harbor Investment Advisory, LLC | 6,289 | $53.0K | 0.01% | +6,289 | New |
| Citigroup Inc | 7,161 | $60.0K | 0.00% | +3,483+94.7% | Added |
| Advisor Group Holdings, Inc. | 7,669 | $64.0K | 0.00% | −31,780−80.6% | Reduced |
| UBS Group AG | 7,854 | $66.0K | 0.00% | +839+12.0% | Added |
| Advisors Asset Management, Inc. | 8,228 | $69.1K | 0.00% | +8,228 | New |
| Zions Bancorporation, N.A. | 8,609 | $72.0K | 0.01% | +8,063+1,476.7% | Added |
| 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 |
| Optiver Holding B.V. | 9,464 | $92.0K | 0.00% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 10,995 | $92.4K | 0.03% | +10,995 | New |
| Trexquant Investment LP | 11,066 | $93.0K | 0.01% | +11,066 | New |
| Vestmark Advisory Solutions, Inc. | 11,262 | $95.0K | 0.01% | +11,262 | 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 |
| Ethic Inc. | 11,895 | $100.0K | 0.01% | +11,895 | New |
| Axxcess Wealth Management, LLC | 12,118 | $102.0K | 0.01% | +12,118 | New |
| Comerica Bank | 12,002 | $103.0K | 0.00% | −606−4.8% | Reduced |
| OneAscent Financial Services LLC | 12,374 | $104.0K | 0.20% | +12,374 | New |
| RFG Advisory, LLC | 12,467 | $105.0K | 0.01% | −353−2.8% | Reduced |
| Susquehanna International Group, LLP | 13,861 | $116.0K | 0.00% | +13,861 | New |
| Credential Qtrade Securities Inc. | 14,375 | $120.8K | 0.01% | +14,375 | New |
| OneAscent Wealth Management LLC | 15,173 | $127.0K | 0.32% | +15,173 | New |
| Evergreen Capital Management LLC | 15,889 | $133.0K | 0.01% | +5,435+52.0% | Added |
| Clarius Group, LLC | 15,917 | $134.0K | 0.01% | +1,088+7.3% | Added |
| Ballentine Partners, LLC | 16,302 | $137.0K | 0.00% | +5,309+48.3% | Added |
| M&T Bank Corp | 18,218 | $153.0K | 0.00% | +18,218 | New |
| Greenleaf Trust | 18,491 | $155.0K | 0.00% | +18,491 | New |
| Eaton Vance Management | 18,881 | $159.0K | 0.00% | +1,313+7.5% | Added |
| Fca Corp | 20,000 | $168.0K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20,812 | $174.8K | 0.03% | −17,147−45.2% | Reduced |
| Kearns & Associates LLC | 21,000 | $176.0K | 0.17% | +21,000 | New |
| Bank of Montreal | 22,088 | $184.0K | 0.00% | +22,088 | New |
| JustInvest LLC | 22,046 | $185.0K | 0.01% | +9,289+72.8% | Added |
| Janney Montgomery Scott LLC | 22,863 | $192.0K | 0.00% | +22,863 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 23,348 | $196.0K | 0.00% | +23,348 | New |
| Two Sigma Investments, LP | 23,410 | $197.0K | 0.00% | +23,410 | New |
| American Century Companies Inc | 26,800 | $225.0K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 29,593 | $248.0K | 0.02% | +29,593 | New |
| Bank of New York Mellon Corp | 41,359 | $347.0K | 0.00% | +21,174+104.9% | Added |
| Schonfeld Strategic Advisors LLC | 41,600 | $349.0K | 0.00% | +41,600 | New |
| FIL Ltd | 42,197 | $354.0K | 0.00% | 00.0% | Unchanged |
| Advisor Partners LLC | 42,818 | $360.0K | 0.02% | +4,527+11.8% | Added |
| US Bancorp | 43,106 | $363.0K | 0.00% | +12,346+40.1% | Added |
| JNBA Financial Advisors | 47,433 | $398.0K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 47,625 | $400.0K | 0.02% | +13,575+39.9% | Added |
| Freestone Capital Holdings, LLC | 47,879 | $402.0K | 0.02% | +47,879 | New |
| Verdence Capital Advisors LLC | 49,605 | $417.0K | 0.05% | +49,605 | New |
| Barclays PLC | 50,000 | $420.0K | 0.00% | +50,000 | New |
| Natixis Advisors, L.P. | 50,717 | $426.0K | 0.00% | +50,717 | New |
| 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 |
| Altium Wealth Management LLC | 55,789 | $469.0K | 0.03% | −2,429−4.2% | Reduced |
| BNP Paribas Arbitrage, SA | 60,015 | $504.1K | 0.00% | +60,015 | New |
| Crossmark Global Holdings, Inc. | 75,023 | $630.0K | 0.01% | −28,343−27.4% | Reduced |
| Royal Bank of Canada | 82,174 | $691.0K | 0.00% | +80,175+4,010.8% | Added |
| Envestnet Asset Management Inc | 96,940 | $814.0K | 0.00% | −88,825−47.8% | Reduced |
| Cubist Systematic Strategies, LLC | 101,229 | $850.0K | 0.01% | +101,229 | New |
| FMR LLC | 106,686 | $896.0K | 0.00% | +47,310+79.7% | Added |