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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 141,620 | $1.19M | 0.02% | +141,620 | New |
| Regions Financial Corp | 150,643 | $1.26M | 0.01% | +150,643 | New |
| Eqis Capital Management, Inc. | 157,357 | $1.32M | 0.10% | −68,752−30.4% | Reduced |
| Ameriprise Financial Inc | 165,612 | $1.39M | 0.00% | −10,289−5.8% | Reduced |
| Renaissance Technologies LLC | 266,544 | $2.24M | 0.00% | −167,956−38.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 281,362 | $2.36M | 0.00% | +64,491+29.7% | Added |
| D. E. Shaw & Co., Inc. | 323,982 | $2.72M | 0.00% | +301,806+1,361.0% | Added |
| Morgan Stanley | 324,414 | $2.73M | 0.00% | +186,419+135.1% | Added |
| Wells Fargo & Company | 363,687 | $3.06M | 0.00% | +350,654+2,690.5% | Added |
| Citadel Advisors LLC | 374,280 | $3.14M | 0.00% | +328,217+712.5% | Added |
| Northern Trust Corp | 384,698 | $3.23M | 0.00% | +35,863+10.3% | Added |
| Geode Capital Management, LLC | 408,384 | $3.43M | 0.00% | +42,522+11.6% | Added |
| Henry James International Management, Inc. | 535,127 | $4.50M | 1.38% | −109,028−16.9% | Reduced |
| Millennium Management LLC | 549,271 | $4.61M | 0.01% | +459,259+510.2% | Added |
| 13D Management LLC | 827,474 | $6.95M | 2.66% | +232,318+39.0% | Added |
| Bank of America Corp | 1,017,385 | $8.54M | 0.00% | +903,743+795.3% | Added |
| BlackRock Inc. | 1,261,525 | $10.6M | 0.00% | +294,890+30.5% | Added |
| Goldman Sachs Group Inc | 1,278,152 | $10.7M | 0.00% | +273,840+27.3% | Added |
| Parametric Portfolio Associates LLC | 2,154,480 | $18.1M | 0.01% | +573,682+36.3% | Added |
| Dimensional Fund Advisors LP | 2,467,802 | $20.7M | 0.01% | +34,183+1.4% | Added |
| Lazard Asset Management LLC | 3,748,251 | $31.5M | 0.03% | +3,748,251 | New |
| Sofos Investments, Inc. | 264 | – | – | −502−65.5% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −139,939−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −75,390−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −11,607−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −11,075−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −10,727−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −3,192−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |