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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 50 | $0 | 0.00% | +50 | New |
| Umb Bank N A | 55 | $1.00K | 0.00% | −105−65.6% | Reduced |
| Evoke Wealth, LLC | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 137 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 101 | $1.00K | 0.00% | +1+1.0% | Added |
| Schubert & Co | 119 | $1.00K | 0.00% | +21+21.4% | Added |
| Brown Brothers Harriman & Co | 94 | $1.00K | 0.00% | +94 | New |
| Gradient Investments LLC | 66 | $1.00K | 0.00% | +66 | New |
| Stonebridge Capital Advisors LLC | 79 | $1.00K | 0.00% | +79 | New |
| Raffa Wealth Management, LLC | 119 | $1.14K | 0.00% | +119 | New |
| Castle Wealth Management LLC | 214 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 161 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 273 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 362 | $3.00K | 0.00% | +139+62.3% | Added |
| Rockefeller Capital Management L.P. | 597 | $4.00K | 0.00% | −110−15.6% | Reduced |
| Washington Trust Co | 431 | $4.00K | 0.00% | +30+7.5% | Added |
| Bell Investment Advisors, Inc | 453 | $4.00K | 0.00% | −2−0.4% | Reduced |
| Washington Trust Advisors, Inc. | 457 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 437 | $4.00K | 0.00% | +437 | New |
| BNP Paribas Arbitrage, SA | 600 | $5.73K | 0.00% | +600 | New |
| Northwestern Mutual Wealth Management Co | 577 | $6.00K | 0.00% | −270−31.9% | Reduced |
| Eagle Bay Advisors LLC | 760 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 811 | $8.00K | 0.00% | +51+6.7% | 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 |
| 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 |
| GHP Investment Advisors, Inc. | 1,466 | $14.0K | 0.00% | +5+0.3% | Added |
| Bessemer Group Inc | 1,579 | $15.0K | 0.00% | +290+22.5% | Added |
| EverSource Wealth Advisors, LLC | 1,720 | $17.0K | 0.00% | +1,261+274.7% | Added |
| CWM, LLC | 2,010 | $19.0K | 0.00% | −129−6.0% | Reduced |
| Whittier Trust Co | 2,957 | $28.0K | 0.00% | +2,957 | New |
| TD Private Client Wealth LLC | 3,583 | $34.2K | 0.00% | +11+0.3% | Added |
| Wipfli Financial Advisors LLC, | 3,777 | $36.0K | 0.00% | +3,777 | New |
| Proequities, Inc. | 3,835 | $37.0K | 0.00% | −383−9.1% | Reduced |
| 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 |
| Ellevest, Inc. | 5,771 | $55.0K | 0.01% | +2,912+101.9% | Added |
| Parallel Advisors, LLC | 6,122 | $58.0K | 0.00% | +1,903+45.1% | Added |
| Citigroup Inc | 7,829 | $75.0K | 0.00% | +604+8.4% | Added |
| Huntington National Bank | 8,462 | $81.0K | 0.00% | +2,939+53.2% | Added |
| JPMorgan Chase & Co | 8,771 | $84.0K | 0.00% | +150+1.7% | Added |
| Harbor Investment Advisory, LLC | 9,547 | $91.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 9,380 | $95.0K | 0.03% | −1,086−10.4% | Reduced |
| Keybank National Association | 10,014 | $96.0K | 0.00% | +10,014 | New |
| Signaturefd, LLC | 10,518 | $100.0K | 0.00% | +953+10.0% | Added |
| Quadrant Capital Group LLC | 10,892 | $104.0K | 0.01% | +2,628+31.8% | Added |
| Corient Capital Partners, LLC | 11,449 | $106.0K | 0.01% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 11,293 | $107.8K | 0.03% | +91+0.8% | Added |
| Greenleaf Trust | 11,327 | $108.0K | 0.00% | −374−3.2% | Reduced |
| Cerity Partners LLC | 11,566 | $110.0K | 0.00% | +579+5.3% | Added |
| Clarius Group, LLC | 11,572 | $111.0K | 0.01% | −3,402−22.7% | 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 |
| Lake Street Advisors Group, LLC | 12,463 | $119.0K | 0.01% | −374−2.9% | Reduced |
| Simon Quick Advisors, LLC | 13,633 | $130.0K | 0.02% | +13,633 | New |
| Comerica Bank | 12,391 | $134.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 14,104 | $135.0K | 0.00% | +522+3.8% | Added |
| RFG Advisory, LLC | 12,467 | $136.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 14,285 | $136.4K | 0.01% | −1,954−12.0% | Reduced |
| Ballentine Partners, LLC | 14,342 | $137.0K | 0.00% | −886−5.8% | Reduced |
| Evergreen Capital Management LLC | 14,693 | $140.0K | 0.01% | +1,132+8.3% | Added |
| Mather Group, LLC. | 14,745 | $141.0K | 0.00% | +14,745 | New |
| Veriti Management LLC | 14,921 | $142.0K | 0.02% | +3,281+28.2% | Added |
| IFP Advisors, Inc | 10,747 | $145.0K | 0.00% | +9,314+650.0% | Added |
| Creative Planning | 16,078 | $154.0K | 0.00% | +16,078 | New |
| Zions Bancorporation, N.A. | 19,471 | $186.0K | 0.02% | +5,055+35.1% | Added |
| Cubist Systematic Strategies, LLC | 19,739 | $189.0K | 0.00% | +19,739 | New |
| HighTower Advisors, LLC | 19,993 | $190.0K | 0.00% | +6,240+45.4% | Added |
| Fca Corp | 20,000 | $191.0K | 0.08% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 21,000 | $201.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,500 | $206.0K | 0.00% | −4,020−15.8% | Reduced |
| Atlas Capital Advisors LLC | 21,629 | $206.6K | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 22,819 | $218.0K | 0.00% | +22,819 | New |
| Bank of Montreal | 22,036 | $228.0K | 0.00% | +244+1.1% | Added |
| M&T Bank Corp | 26,645 | $254.0K | 0.00% | −1,488−5.3% | Reduced |
| Advisors Asset Management, Inc. | 27,133 | $259.0K | 0.01% | +3,480+14.7% | Added |
| Eqis Capital Management, Inc. | 28,828 | $275.3K | 0.03% | −2,606−8.3% | Reduced |
| Janney Montgomery Scott LLC | 30,534 | $292.0K | 0.00% | +2,696+9.7% | Added |
| 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 |
| JNBA Financial Advisors | 39,837 | $380.0K | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 42,123 | $402.0K | 0.01% | −13,377−24.1% | Reduced |
| Bank of New York Mellon Corp | 42,135 | $403.0K | 0.00% | −5,197−11.0% | Reduced |
| American Century Companies Inc | 46,334 | $442.0K | 0.00% | +3,211+7.4% | Added |
| US Bancorp | 48,531 | $463.0K | 0.00% | −788−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 52,193 | $498.0K | 0.00% | −249,200−82.7% | Reduced |
| Advisor Partners II, LLC | 54,095 | $517.0K | 0.04% | +54,095 | New |
| Verdence Capital Advisors LLC | 56,529 | $540.0K | 0.07% | +827+1.5% | Added |
| JustInvest LLC | 57,764 | $552.0K | 0.02% | +5,126+9.7% | Added |
| Ethic Inc. | 58,935 | $563.0K | 0.04% | +7,559+14.7% | Added |
| Wetherby Asset Management Inc | 60,665 | $579.0K | 0.04% | +868+1.5% | Added |
| Old Mission Capital LLC | 72,822 | $695.0K | 0.03% | +49,869+217.3% | Added |
| Crossmark Global Holdings, Inc. | 76,662 | $732.0K | 0.02% | −1,227−1.6% | Reduced |
| Mariner, LLC | 84,474 | $807.0K | 0.00% | +56,330+200.1% | Added |
| The PNC Financial Services Group, Inc. | 87,822 | $838.0K | 0.00% | +6,030+7.4% | Added |