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 2022
Institutional positions in Pearson PLC as of Dec 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
- 129
- +10 vs. Q3 2022
- Shares held
- 19.2M
- −1.21M (−5.9%) vs. Q3 2022
- Total value
- $215.6M
- +$21.1M (+10.8%) vs. Q3 2022
- New holders
- 23
- 38 more added
- Sold out
- 13
- 52 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,738,933 | $30.9M | 0.00% | −24,397−0.9% | Reduced |
| Goldman Sachs Group Inc | 2,351,505 | $26.5M | 0.01% | +39,805+1.7% | Added |
| Dimensional Fund Advisors LP | 2,328,313 | $26.2M | 0.01% | −72,599−3.0% | Reduced |
| Lazard Asset Management LLC | 2,150,630 | $24.2M | 0.03% | −1,676,918−43.8% | Reduced |
| BlackRock Inc. | 1,421,223 | $16.0M | 0.00% | −89,567−5.9% | Reduced |
| Jane Street Group, LLC | 901,214 | $10.2M | 0.02% | +84,970+10.4% | Added |
| 13D Management LLC | 754,673 | $8.51M | 4.47% | −55,986−6.9% | Reduced |
| Bank of America Corp | 630,821 | $7.11M | 0.00% | −409,385−39.4% | Reduced |
| UBS Group AG | 511,035 | $5.76M | 0.00% | +1,826+0.4% | Added |
| Henry James International Management, Inc. | 495,054 | $5.58M | 2.70% | −1,710−0.3% | Reduced |
| JPMorgan Chase & Co | 481,408 | $5.42M | 0.00% | +472,637+5,388.6% | Added |
| Northern Trust Corp | 403,471 | $4.55M | 0.00% | −22,930−5.4% | Reduced |
| Geode Capital Management, LLC | 301,491 | $3.40M | 0.00% | −26,401−8.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 250,312 | $2.82M | 0.02% | +227,493+996.9% | Added |
| Old Mission Capital LLC | 250,078 | $2.82M | 0.12% | +177,256+243.4% | Added |
| Bank of Montreal | 242,759 | $2.75M | 0.00% | +220,723+1,001.6% | Added |
| Wells Fargo & Company | 220,907 | $2.49M | 0.00% | −154,663−41.2% | Reduced |
| D. E. Shaw & Co., Inc. | 169,834 | $1.91M | 0.00% | +117,641+225.4% | Added |
| FMR LLC | 169,447 | $1.91M | 0.00% | +1,115+0.7% | Added |
| Envestnet Asset Management Inc | 147,552 | $1.66M | 0.00% | −65,387−30.7% | Reduced |
| Brinker Capital Investments, LLC | 118,494 | $1.34M | 0.03% | −53,015−30.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 106,375 | $1.20M | 0.00% | +106,375 | New |
| Optiver Holding B.V. | 105,476 | $1.19M | 0.07% | +105,476 | New |
| Mariner, LLC | 94,891 | $1.07M | 0.00% | +10,417+12.3% | Added |
| Natixis Advisors, L.P. | 87,520 | $986.0K | 0.00% | −14,961−14.6% | Reduced |
| Regions Financial Corp | 83,079 | $936.0K | 0.01% | −39,883−32.4% | Reduced |
| The PNC Financial Services Group, Inc. | 80,183 | $903.7K | 0.00% | −7,639−8.7% | Reduced |
| Ethic Inc. | 79,242 | $893.1K | 0.05% | +20,307+34.5% | Added |
| JustInvest LLC | 77,584 | $874.4K | 0.04% | +19,820+34.3% | Added |
| Crossmark Global Holdings, Inc. | 72,909 | $822.0K | 0.02% | −3,753−4.9% | Reduced |
| Royal Bank of Canada | 65,033 | $733.0K | 0.00% | −32,724−33.5% | Reduced |
| Ameriprise Financial Inc | 59,562 | $671.0K | 0.00% | −72,781−55.0% | Reduced |
| Advisor Partners II, LLC | 57,213 | $644.8K | 0.04% | +3,118+5.8% | Added |
| JNBA Financial Advisors | 55,563 | $626.2K | 0.09% | +15,726+39.5% | Added |
| Cubist Systematic Strategies, LLC | 55,420 | $624.6K | 0.01% | +35,681+180.8% | Added |
| Wetherby Asset Management Inc | 54,966 | $619.5K | 0.04% | −5,699−9.4% | Reduced |
| American Century Companies Inc | 48,145 | $542.6K | 0.00% | +1,811+3.9% | Added |
| Bank of New York Mellon Corp | 46,738 | $526.7K | 0.00% | +4,603+10.9% | Added |
| US Bancorp | 45,071 | $508.0K | 0.00% | −3,460−7.1% | Reduced |
| Hartford Investment Management Co | 41,584 | $469.0K | 0.01% | −539−1.3% | Reduced |
| Janney Montgomery Scott LLC | 40,893 | $461.0K | 0.00% | +10,359+33.9% | Added |
| Advisors Asset Management, Inc. | 31,970 | $360.3K | 0.01% | +4,837+17.8% | Added |
| Verdence Capital Advisors LLC | 31,854 | $359.0K | 0.04% | −24,675−43.7% | Reduced |
| Eqis Capital Management, Inc. | 28,058 | $316.2K | 0.04% | −770−2.7% | Reduced |
| Fca Corp | 25,000 | $281.8K | 0.11% | +5,000+25.0% | Added |
| Millennium Management LLC | 23,626 | $266.0K | 0.00% | +23,626 | New |
| Quantinno Capital Management LP | 22,868 | $258.0K | 0.02% | +22,868 | New |
| HighTower Advisors, LLC | 22,140 | $250.0K | 0.00% | +2,147+10.7% | Added |
| Veriti Management LLC | 21,842 | $246.2K | 0.03% | +6,921+46.4% | Added |
| Atlas Capital Advisors LLC | 21,629 | $243.8K | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 21,000 | $236.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,577 | $232.0K | 0.00% | −923−4.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,721 | $211.0K | 0.03% | +18,721 | New |
| Schechter Investment Advisors, LLC | 18,115 | $204.2K | 0.02% | −12,988−41.8% | Reduced |
| Cerity Partners LLC | 17,233 | $194.2K | 0.00% | +5,667+49.0% | Added |
| Principal Street Partners, LLC | 16,703 | $188.2K | 0.05% | +4,945+42.1% | Added |
| Evergreen Capital Management LLC | 16,390 | $184.7K | 0.01% | +1,697+11.5% | Added |
| M&T Bank Corp | 15,708 | $177.3K | 0.00% | −10,937−41.0% | Reduced |
| Ballentine Partners, LLC | 15,108 | $170.3K | 0.01% | +766+5.3% | Added |
| Great Waters Wealth Management | 14,506 | $166.4K | 0.04% | +14,506 | New |
| Mather Group, LLC. | 14,745 | $166.2K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 14,701 | $165.9K | 0.00% | +14,701 | New |
| Simon Quick Advisors, LLC | 14,039 | $158.2K | 0.02% | +406+3.0% | Added |
| Creative Planning | 14,031 | $158.1K | 0.00% | −2,047−12.7% | Reduced |
| Lake Street Advisors Group, LLC | 13,261 | $150.0K | 0.01% | +798+6.4% | Added |
| Sequoia Financial Advisors, LLC | 12,931 | $145.7K | 0.00% | +12,931 | New |
| RFG Advisory, LLC | 12,467 | $141.1K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,352 | $138.9K | 0.00% | +12,352 | New |
| Zions Bancorporation, N.A. | 12,285 | $138.5K | 0.01% | −7,186−36.9% | Reduced |
| Comerica Bank | 12,062 | $135.0K | 0.00% | −329−2.7% | Reduced |
| Franklin Resources Inc | 11,857 | $133.6K | 0.00% | +11,857 | New |
| Wealth Architects, LLC | 11,759 | $132.5K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,715 | $132.0K | 0.00% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 11,293 | $127.3K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,484 | $126.0K | 0.00% | −263−2.4% | Reduced |
| Ellevest, Inc. | 10,855 | $122.3K | 0.01% | +5,084+88.1% | Added |
| Clarius Group, LLC | 10,820 | $122.0K | 0.01% | −752−6.5% | Reduced |
| Signaturefd, LLC | 10,712 | $120.7K | 0.00% | +194+1.8% | Added |
| Quadrant Capital Group LLC | 10,262 | $115.7K | 0.01% | −630−5.8% | Reduced |
| Kapitalo Investimentos Ltda | 9,600 | $108.2K | 0.09% | +9,600 | New |
| JJJ Advisors Inc. | 9,284 | $106.0K | 0.03% | −96−1.0% | Reduced |
| Credential Qtrade Securities Inc. | 8,908 | $100.4K | 0.01% | −5,377−37.6% | Reduced |
| Addison Advisors LLC | 6,240 | $70.3K | 0.04% | +2,215+55.0% | Added |
| Citigroup Inc | 5,714 | $64.4K | 0.00% | −2,115−27.0% | Reduced |
| Huntington National Bank | 5,698 | $64.2K | 0.00% | −2,764−32.7% | Reduced |
| Harbor Investment Advisory, LLC | 5,682 | $64.0K | 0.01% | −3,865−40.5% | Reduced |
| Parallel Advisors, LLC | 4,782 | $53.9K | 0.00% | −1,340−21.9% | Reduced |
| Aquatic Capital Management LLC | 4,100 | $46.0K | 0.00% | +4,100 | New |
| Lindbrook Capital, LLC | 3,784 | $42.6K | 0.01% | −189−4.8% | Reduced |
| Proequities, Inc. | 3,772 | $42.5K | 0.00% | −63−1.6% | Reduced |
| Pathstone Family Office, LLC | 26,226 | $40.2K | 0.00% | +26,226 | New |
| Whittier Trust Co | 2,957 | $33.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,267 | $26.0K | 0.00% | +257+12.8% | Added |
| Ronald Blue Trust, Inc. | 2,770 | $26.0K | 0.00% | +2,728+6,495.2% | Added |
| Allspring Global Investments Holdings, LLC | 2,176 | $24.5K | 0.00% | +2,176 | New |
| TD Private Client Wealth LLC | 2,092 | $23.6K | 0.00% | −1,491−41.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,071 | $23.3K | 0.00% | +351+20.4% | Added |
| Belpointe Asset Management LLC | 1,882 | $21.2K | 0.00% | +1,882 | New |
| Glassman Wealth Services | 1,393 | $15.7K | 0.00% | +193+16.1% | Added |
| Bessemer Group Inc | 1,289 | $15.0K | 0.00% | −290−18.4% | Reduced |