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 2022
Institutional positions in Pearson PLC as of Sep 30, 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
- 122
- +3 vs. Q2 2022
- Shares held
- 20.4M
- −4.72K (0.0%) vs. Q2 2022
- Total value
- $194.7M
- +$6.70M (+3.6%) vs. Q2 2022
- New holders
- 17
- 52 more added
- Sold out
- 14
- 32 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 3,827,548 | $36.6M | 0.05% | −113,355−2.9% | Reduced |
| Morgan Stanley | 2,763,330 | $26.4M | 0.00% | +103,130+3.9% | Added |
| Dimensional Fund Advisors LP | 2,400,912 | $22.9M | 0.01% | −19,726−0.8% | Reduced |
| Goldman Sachs Group Inc | 2,311,700 | $22.1M | 0.01% | +632,444+37.7% | Added |
| BlackRock Inc. | 1,510,790 | $14.4M | 0.00% | +6,420+0.4% | Added |
| Bank of America Corp | 1,040,206 | $9.93M | 0.00% | −46,191−4.3% | Reduced |
| Jane Street Group, LLC | 816,244 | $7.79M | 0.01% | −219,895−21.2% | Reduced |
| 13D Management LLC | 810,659 | $7.74M | 4.05% | 00.0% | Unchanged |
| UBS Group AG | 509,209 | $4.86M | 0.00% | +270,598+113.4% | Added |
| Henry James International Management, Inc. | 496,764 | $4.74M | 2.65% | −130.0% | Reduced |
| Northern Trust Corp | 426,401 | $4.07M | 0.00% | +16,716+4.1% | Added |
| Wells Fargo & Company | 375,570 | $3.59M | 0.00% | −20,490−5.2% | Reduced |
| Geode Capital Management, LLC | 327,892 | $3.13M | 0.00% | +18,037+5.8% | Added |
| Envestnet Asset Management Inc | 212,939 | $2.03M | 0.00% | +3,580+1.7% | Added |
| Brinker Capital Investments, LLC | 171,509 | $1.64M | 0.03% | +13,170+8.3% | Added |
| FMR LLC | 168,332 | $1.61M | 0.00% | +7,904+4.9% | Added |
| Ameriprise Financial Inc | 132,343 | $1.26M | 0.00% | −2,630−1.9% | Reduced |
| Regions Financial Corp | 122,962 | $1.18M | 0.01% | −2,437−1.9% | Reduced |
| Marshall Wace, LLP | 121,500 | $1.16M | 0.00% | −616,932−83.5% | Reduced |
| Natixis Advisors, L.P. | 102,481 | $979.0K | 0.00% | +49,589+93.8% | Added |
| Royal Bank of Canada | 97,757 | $934.0K | 0.00% | −1,434−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 87,822 | $838.0K | 0.00% | +6,030+7.4% | Added |
| Mariner, LLC | 84,474 | $807.0K | 0.00% | +56,330+200.1% | Added |
| Crossmark Global Holdings, Inc. | 76,662 | $732.0K | 0.02% | −1,227−1.6% | Reduced |
| Old Mission Capital LLC | 72,822 | $695.0K | 0.03% | +49,869+217.3% | Added |
| Wetherby Asset Management Inc | 60,665 | $579.0K | 0.04% | +868+1.5% | Added |
| Ethic Inc. | 58,935 | $563.0K | 0.04% | +7,559+14.7% | Added |
| JustInvest LLC | 57,764 | $552.0K | 0.02% | +5,126+9.7% | Added |
| Verdence Capital Advisors LLC | 56,529 | $540.0K | 0.07% | +827+1.5% | Added |
| Advisor Partners II, LLC | 54,095 | $517.0K | 0.04% | +54,095 | New |
| D. E. Shaw & Co., Inc. | 52,193 | $498.0K | 0.00% | −249,200−82.7% | Reduced |
| US Bancorp | 48,531 | $463.0K | 0.00% | −788−1.6% | Reduced |
| American Century Companies Inc | 46,334 | $442.0K | 0.00% | +3,211+7.4% | Added |
| Bank of New York Mellon Corp | 42,135 | $403.0K | 0.00% | −5,197−11.0% | Reduced |
| Hartford Investment Management Co | 42,123 | $402.0K | 0.01% | −13,377−24.1% | Reduced |
| JNBA Financial Advisors | 39,837 | $380.0K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 31,063 | $297.0K | 0.04% | −15,540−33.3% | Reduced |
| Schechter Investment Advisors, LLC | 31,103 | $297.0K | 0.03% | +1,451+4.9% | Added |
| Janney Montgomery Scott LLC | 30,534 | $292.0K | 0.00% | +2,696+9.7% | Added |
| Eqis Capital Management, Inc. | 28,828 | $275.3K | 0.03% | −2,606−8.3% | Reduced |
| Advisors Asset Management, Inc. | 27,133 | $259.0K | 0.01% | +3,480+14.7% | Added |
| M&T Bank Corp | 26,645 | $254.0K | 0.00% | −1,488−5.3% | Reduced |
| Bank of Montreal | 22,036 | $228.0K | 0.00% | +244+1.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 22,819 | $218.0K | 0.00% | +22,819 | New |
| Atlas Capital Advisors LLC | 21,629 | $206.6K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,500 | $206.0K | 0.00% | −4,020−15.8% | Reduced |
| Miracle Mile Advisors, LLC | 21,000 | $201.0K | 0.01% | 00.0% | Unchanged |
| Fca Corp | 20,000 | $191.0K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 19,993 | $190.0K | 0.00% | +6,240+45.4% | Added |
| Cubist Systematic Strategies, LLC | 19,739 | $189.0K | 0.00% | +19,739 | New |
| Zions Bancorporation, N.A. | 19,471 | $186.0K | 0.02% | +5,055+35.1% | Added |
| Creative Planning | 16,078 | $154.0K | 0.00% | +16,078 | New |
| IFP Advisors, Inc | 10,747 | $145.0K | 0.00% | +9,314+650.0% | Added |
| Veriti Management LLC | 14,921 | $142.0K | 0.02% | +3,281+28.2% | Added |
| Mather Group, LLC. | 14,745 | $141.0K | 0.00% | +14,745 | New |
| Evergreen Capital Management LLC | 14,693 | $140.0K | 0.01% | +1,132+8.3% | Added |
| Ballentine Partners, LLC | 14,342 | $137.0K | 0.00% | −886−5.8% | Reduced |
| Credential Qtrade Securities Inc. | 14,285 | $136.4K | 0.01% | −1,954−12.0% | Reduced |
| RFG Advisory, LLC | 12,467 | $136.0K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 14,104 | $135.0K | 0.00% | +522+3.8% | Added |
| Comerica Bank | 12,391 | $134.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 13,633 | $130.0K | 0.02% | +13,633 | New |
| Lake Street Advisors Group, LLC | 12,463 | $119.0K | 0.01% | −374−2.9% | Reduced |
| Wealth Architects, LLC | 11,759 | $112.0K | 0.02% | −151−1.3% | Reduced |
| Yousif Capital Management, LLC | 11,715 | $112.0K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 11,758 | $112.0K | 0.03% | +11,758 | New |
| Clarius Group, LLC | 11,572 | $111.0K | 0.01% | −3,402−22.7% | Reduced |
| Cerity Partners LLC | 11,566 | $110.0K | 0.00% | +579+5.3% | Added |
| Greenleaf Trust | 11,327 | $108.0K | 0.00% | −374−3.2% | Reduced |
| NFP Retirement, Inc. | 11,293 | $107.8K | 0.03% | +91+0.8% | Added |
| Corient Capital Partners, LLC | 11,449 | $106.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,892 | $104.0K | 0.01% | +2,628+31.8% | Added |
| Signaturefd, LLC | 10,518 | $100.0K | 0.00% | +953+10.0% | Added |
| Keybank National Association | 10,014 | $96.0K | 0.00% | +10,014 | New |
| JJJ Advisors Inc. | 9,380 | $95.0K | 0.03% | −1,086−10.4% | Reduced |
| Harbor Investment Advisory, LLC | 9,547 | $91.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,771 | $84.0K | 0.00% | +150+1.7% | Added |
| Huntington National Bank | 8,462 | $81.0K | 0.00% | +2,939+53.2% | Added |
| Citigroup Inc | 7,829 | $75.0K | 0.00% | +604+8.4% | Added |
| Parallel Advisors, LLC | 6,122 | $58.0K | 0.00% | +1,903+45.1% | Added |
| Ellevest, Inc. | 5,771 | $55.0K | 0.01% | +2,912+101.9% | Added |
| Addison Advisors LLC | 4,025 | $38.0K | 0.02% | +613+18.0% | Added |
| Lindbrook Capital, LLC | 3,973 | $38.0K | 0.01% | +692+21.1% | Added |
| Proequities, Inc. | 3,835 | $37.0K | 0.00% | −383−9.1% | Reduced |
| Wipfli Financial Advisors LLC, | 3,777 | $36.0K | 0.00% | +3,777 | New |
| TD Private Client Wealth LLC | 3,583 | $34.2K | 0.00% | +11+0.3% | Added |
| Whittier Trust Co | 2,957 | $28.0K | 0.00% | +2,957 | New |
| CWM, LLC | 2,010 | $19.0K | 0.00% | −129−6.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,720 | $17.0K | 0.00% | +1,261+274.7% | Added |
| Bessemer Group Inc | 1,579 | $15.0K | 0.00% | +290+22.5% | Added |
| GHP Investment Advisors, Inc. | 1,466 | $14.0K | 0.00% | +5+0.3% | Added |
| Column Capital Advisors, LLC | 1,270 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,243 | $12.0K | 0.00% | +1,025+470.2% | Added |
| Glassman Wealth Services | 1,200 | $11.0K | 0.00% | +162+15.6% | Added |
| Global Retirement Partners, LLC | 980 | $11.0K | 0.00% | +46+4.9% | Added |
| Fifth Third Bancorp | 811 | $8.00K | 0.00% | +51+6.7% | Added |
| Eagle Bay Advisors LLC | 760 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 577 | $6.00K | 0.00% | −270−31.9% | Reduced |
| BNP Paribas Arbitrage, SA | 600 | $5.73K | 0.00% | +600 | New |
| Rockefeller Capital Management L.P. | 597 | $4.00K | 0.00% | −110−15.6% | Reduced |