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, Q1 2022
Institutional positions in Pearson PLC as of Mar 31, 2022. 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
- 127
- +7 vs. Q4 2021
- Shares held
- 21.2M
- +2.20M (+11.6%) vs. Q4 2021
- Total value
- $211.3M
- +$51.6M (+32.3%) vs. Q4 2021
- New holders
- 21
- 60 more added
- Sold out
- 14
- 24 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 32 | $0 | 0.00% | +32 | New |
| Syverson Strege & Co | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 137 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 57 | $1.00K | 0.00% | +57 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 125 | $1.00K | 0.00% | +125 | New |
| Gemmer Asset Management LLC | 258 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 158 | $2.00K | 0.00% | +4+2.6% | Added |
| KB Financial Partners, LLC | 273 | $3.00K | 0.00% | −71−20.6% | Reduced |
| Washington Trust Co | 384 | $4.00K | 0.00% | −35−8.4% | Reduced |
| Fieldpoint Private Securities, LLC | 445 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 545 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 459 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 508 | $5.00K | 0.00% | +162+46.8% | Added |
| Rockefeller Capital Management L.P. | 569 | $5.00K | 0.00% | +437+331.1% | Added |
| Northwestern Mutual Wealth Management Co | 592 | $6.00K | 0.00% | −337−36.3% | Reduced |
| Spire Wealth Management | 654 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 697 | $7.00K | 0.00% | +697 | New |
| Koshinski Asset Management, Inc. | 710 | $7.08K | 0.00% | +710 | New |
| Fifth Third Bancorp | 760 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 934 | $9.00K | 0.00% | +934 | New |
| Washington Trust Advisors, Inc. | 1,044 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,012 | $10.0K | 0.00% | +47+4.9% | Added |
| National Bank of Canada | 1,130 | $11.0K | 0.00% | +1,130 | New |
| Prospera Financial Services Inc | 1,216 | $12.0K | 0.00% | +1,216 | New |
| Column Capital Advisors, LLC | 1,270 | $13.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,265 | $13.0K | 0.00% | +1,265 | New |
| GHP Investment Advisors, Inc. | 1,449 | $14.0K | 0.00% | +1,449 | New |
| Bessemer Group Inc | 1,455 | $15.0K | 0.00% | −1,408−49.2% | Reduced |
| Ellevest, Inc. | 1,598 | $16.0K | 0.00% | +707+79.3% | Added |
| Captrust Financial Advisors | 1,627 | $17.0K | 0.00% | +498+44.1% | Added |
| CWM, LLC | 1,901 | $19.0K | 0.00% | +963+102.7% | Added |
| Private Capital Group, LLC | 2,506 | $26.0K | 0.01% | −38−1.5% | Reduced |
| Addison Advisors LLC | 3,187 | $32.0K | 0.02% | +3,187 | New |
| TD Private Client Wealth LLC | 3,572 | $35.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,098 | $41.0K | 0.01% | +1,715+72.0% | Added |
| Parallel Advisors, LLC | 4,228 | $42.0K | 0.00% | −388−8.4% | Reduced |
| IFP Advisors, Inc | 2,195 | $43.0K | 0.00% | +2,133+3,440.3% | Added |
| PEAK6 Investments LLC | 4,377 | $44.0K | 0.00% | +4,377 | New |
| Quantbot Technologies LP | 4,600 | $45.0K | 0.00% | +4,600 | New |
| Proequities, Inc. | 4,963 | $50.0K | 0.00% | +4,851+4,331.3% | Added |
| UBS Group AG | 5,764 | $57.0K | 0.00% | −2,090−26.6% | Reduced |
| Citigroup Inc | 7,151 | $71.0K | 0.00% | −10−0.1% | Reduced |
| Quadrant Capital Group LLC | 8,435 | $84.0K | 0.01% | +3,033+56.1% | Added |
| Harbor Investment Advisory, LLC | 9,547 | $95.0K | 0.01% | +3,258+51.8% | Added |
| NFP Retirement, Inc. | 10,995 | $109.6K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,101 | $111.0K | 0.00% | +4,989+81.6% | Added |
| Wealth Architects, LLC | 11,572 | $115.0K | 0.02% | +11,572 | New |
| JPMorgan Chase & Co | 11,590 | $116.0K | 0.00% | +1,153+11.0% | Added |
| Yousif Capital Management, LLC | 11,715 | $117.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12,002 | $121.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 12,467 | $124.0K | 0.01% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 12,422 | $124.0K | 0.01% | +717+6.1% | Added |
| OneAscent Financial Services LLC | 12,657 | $126.0K | 0.09% | +283+2.3% | Added |
| Zions Bancorporation, N.A. | 12,729 | $127.0K | 0.01% | +4,120+47.9% | Added |
| Veriti Management LLC | 12,991 | $130.0K | 0.02% | +12,991 | New |
| JJJ Advisors Inc. | 13,283 | $132.0K | 0.04% | +9,519+252.9% | Added |
| Greenleaf Trust | 13,315 | $133.0K | 0.00% | −5,176−28.0% | Reduced |
| Clarius Group, LLC | 15,917 | $134.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 14,485 | $144.0K | 0.01% | −1,404−8.8% | Reduced |
| Mather Group, LLC. | 14,764 | $147.0K | 0.00% | +14,764 | New |
| OneAscent Wealth Management LLC | 15,101 | $151.0K | 0.08% | −72−0.5% | Reduced |
| Credential Qtrade Securities Inc. | 15,299 | $152.5K | 0.01% | +924+6.4% | Added |
| Vestmark Advisory Solutions, Inc. | 15,589 | $155.0K | 0.01% | +4,327+38.4% | Added |
| HighTower Advisors, LLC | 16,034 | $158.0K | 0.00% | +5,649+54.4% | Added |
| Simplex Trading, LLC | 17,379 | $173.0K | 0.01% | +11,814+212.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 18,119 | $181.0K | 0.00% | −5,229−22.4% | Reduced |
| M&T Bank Corp | 18,555 | $186.0K | 0.00% | +337+1.8% | Added |
| Ballentine Partners, LLC | 19,533 | $195.0K | 0.01% | +3,231+19.8% | Added |
| Fca Corp | 20,000 | $199.0K | 0.07% | 00.0% | Unchanged |
| Kearns & Associates LLC | 21,000 | $209.0K | 0.22% | 00.0% | Unchanged |
| Eaton Vance Management | 21,123 | $211.0K | 0.00% | +2,242+11.9% | Added |
| Advisor Group Holdings, Inc. | 21,123 | $212.0K | 0.00% | +13,454+175.4% | Added |
| Bayesian Capital Management, LP | 21,400 | $213.0K | 0.03% | +21,400 | New |
| Atlas Capital Advisors LLC | 21,629 | $215.6K | 0.03% | +817+3.9% | Added |
| Janney Montgomery Scott LLC | 22,869 | $228.0K | 0.00% | +60.0% | Added |
| Bank of Montreal | 23,075 | $237.0K | 0.00% | +987+4.5% | Added |
| Mariner, LLC | 24,155 | $241.0K | 0.00% | +24,155 | New |
| Two Sigma Investments, LP | 24,745 | $247.0K | 0.00% | +1,335+5.7% | Added |
| Trexquant Investment LP | 26,001 | $259.0K | 0.01% | +14,935+135.0% | Added |
| American Century Companies Inc | 26,886 | $268.0K | 0.00% | +86+0.3% | Added |
| Schechter Investment Advisors, LLC | 29,722 | $296.0K | 0.03% | +129+0.4% | Added |
| JustInvest LLC | 32,562 | $325.0K | 0.02% | +10,516+47.7% | Added |
| Advisor Partners LLC | 44,250 | $441.0K | 0.03% | +1,432+3.3% | Added |
| Bank of New York Mellon Corp | 47,051 | $469.0K | 0.00% | +5,692+13.8% | Added |
| JNBA Financial Advisors | 47,433 | $473.0K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 48,015 | $488.0K | 0.05% | +48,015 | New |
| US Bancorp | 49,032 | $489.0K | 0.00% | +5,926+13.7% | Added |
| Ethic Inc. | 50,622 | $505.0K | 0.03% | +38,727+325.6% | Added |
| Verdence Capital Advisors LLC | 52,755 | $526.0K | 0.06% | +3,150+6.4% | Added |
| Natixis Advisors, L.P. | 53,483 | $533.0K | 0.00% | +2,766+5.5% | Added |
| Altium Wealth Management LLC | 53,519 | $534.0K | 0.03% | −2,270−4.1% | Reduced |
| Hartford Investment Management Co | 55,500 | $553.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 58,943 | $588.0K | 0.00% | +45,082+325.2% | Added |
| Schonfeld Strategic Advisors LLC | 61,500 | $613.0K | 0.01% | +19,900+47.8% | Added |
| Freestone Capital Holdings, LLC | 68,667 | $685.0K | 0.03% | +20,788+43.4% | Added |
| Wetherby Asset Management Inc | 70,244 | $700.0K | 0.04% | +22,619+47.5% | Added |
| The PNC Financial Services Group, Inc. | 70,453 | $703.0K | 0.00% | +14,913+26.9% | Added |
| Crossmark Global Holdings, Inc. | 78,153 | $779.0K | 0.02% | +3,130+4.2% | Added |