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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Castle Wealth Management LLC | 214 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 161 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 119 | $1.14K | 0.00% | +119 | 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 |
| 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 |
| Sofos Investments, Inc. | 50 | – | – | +5+11.1% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −42,827−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −28,600−100.0% | Sold out |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −17,296−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −14,867−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −11,673−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −11,672−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Altium Wealth Management LLC | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |