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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 5 | $56 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $214 | 0.00% | +19 | New |
| Money Concepts Capital Corp | 32 | $361 | 0.00% | +32 | New |
| Lansing Street Advisors | 33 | $372 | 0.00% | +33 | New |
| Farther Finance Advisors, LLC | 34 | $383 | 0.00% | +34 | New |
| Group One Trading, L.P. | 50 | $564 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 159 | $1.00K | 0.00% | +117+278.6% | Added |
| Sageworth Trust Co | 57 | $1.00K | 0.00% | +57 | New |
| Newbridge Financial Services Group, Inc. | 101 | $1.14K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 113 | $1.27K | 0.00% | −6−5.0% | Reduced |
| Laurel Wealth Planning LLC | 137 | $1.54K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 180 | $2.03K | 0.00% | +180 | New |
| Global Retirement Partners, LLC | 210 | $2.37K | 0.00% | −770−78.6% | Reduced |
| Allworth Financial LP | 226 | $2.55K | 0.00% | +65+40.4% | Added |
| Washington Trust Co | 231 | $2.60K | 0.00% | −200−46.4% | Reduced |
| KB Financial Partners, LLC | 273 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 279 | $3.14K | 0.00% | −83−22.9% | Reduced |
| Rockefeller Capital Management L.P. | 512 | $4.00K | 0.00% | −85−14.2% | Reduced |
| Comerica Securities,inc. | 410 | $4.62K | 0.00% | +410 | New |
| Bell Investment Advisors, Inc | 453 | $5.11K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 577 | $6.50K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 604 | $6.81K | 0.00% | +604 | New |
| Eagle Bay Advisors LLC | 632 | $7.12K | 0.00% | −128−16.8% | Reduced |
| GHP Investment Advisors, Inc. | 657 | $7.40K | 0.00% | −809−55.2% | Reduced |
| Column Capital Advisors, LLC | 781 | $8.80K | 0.00% | −489−38.5% | Reduced |
| Tower Research Capital LLC (TRC) | 811 | $9.00K | 0.00% | −432−34.8% | Reduced |
| Fifth Third Bancorp | 988 | $11.1K | 0.00% | +177+21.8% | Added |
| Bessemer Group Inc | 1,289 | $15.0K | 0.00% | −290−18.4% | Reduced |
| Glassman Wealth Services | 1,393 | $15.7K | 0.00% | +193+16.1% | Added |
| Belpointe Asset Management LLC | 1,882 | $21.2K | 0.00% | +1,882 | New |
| EverSource Wealth Advisors, LLC | 2,071 | $23.3K | 0.00% | +351+20.4% | Added |
| TD Private Client Wealth LLC | 2,092 | $23.6K | 0.00% | −1,491−41.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,176 | $24.5K | 0.00% | +2,176 | New |
| 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 |
| Whittier Trust Co | 2,957 | $33.3K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 26,226 | $40.2K | 0.00% | +26,226 | New |
| Proequities, Inc. | 3,772 | $42.5K | 0.00% | −63−1.6% | Reduced |
| Lindbrook Capital, LLC | 3,784 | $42.6K | 0.01% | −189−4.8% | Reduced |
| Aquatic Capital Management LLC | 4,100 | $46.0K | 0.00% | +4,100 | New |
| Parallel Advisors, LLC | 4,782 | $53.9K | 0.00% | −1,340−21.9% | Reduced |
| Harbor Investment Advisory, LLC | 5,682 | $64.0K | 0.01% | −3,865−40.5% | Reduced |
| Huntington National Bank | 5,698 | $64.2K | 0.00% | −2,764−32.7% | Reduced |
| Citigroup Inc | 5,714 | $64.4K | 0.00% | −2,115−27.0% | Reduced |
| Addison Advisors LLC | 6,240 | $70.3K | 0.04% | +2,215+55.0% | Added |
| Credential Qtrade Securities Inc. | 8,908 | $100.4K | 0.01% | −5,377−37.6% | Reduced |
| JJJ Advisors Inc. | 9,284 | $106.0K | 0.03% | −96−1.0% | Reduced |
| Kapitalo Investimentos Ltda | 9,600 | $108.2K | 0.09% | +9,600 | New |
| Quadrant Capital Group LLC | 10,262 | $115.7K | 0.01% | −630−5.8% | Reduced |
| Signaturefd, LLC | 10,712 | $120.7K | 0.00% | +194+1.8% | Added |
| Clarius Group, LLC | 10,820 | $122.0K | 0.01% | −752−6.5% | Reduced |
| Ellevest, Inc. | 10,855 | $122.3K | 0.01% | +5,084+88.1% | Added |
| IFP Advisors, Inc | 10,484 | $126.0K | 0.00% | −263−2.4% | Reduced |
| NFP Retirement, Inc. | 11,293 | $127.3K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,715 | $132.0K | 0.00% | 00.0% | Unchanged |
| Wealth Architects, LLC | 11,759 | $132.5K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,857 | $133.6K | 0.00% | +11,857 | New |
| Comerica Bank | 12,062 | $135.0K | 0.00% | −329−2.7% | Reduced |
| Zions Bancorporation, N.A. | 12,285 | $138.5K | 0.01% | −7,186−36.9% | Reduced |
| CI Private Wealth, LLC | 12,352 | $138.9K | 0.00% | +12,352 | New |
| RFG Advisory, LLC | 12,467 | $141.1K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 12,931 | $145.7K | 0.00% | +12,931 | New |
| Lake Street Advisors Group, LLC | 13,261 | $150.0K | 0.01% | +798+6.4% | Added |
| Creative Planning | 14,031 | $158.1K | 0.00% | −2,047−12.7% | Reduced |
| Simon Quick Advisors, LLC | 14,039 | $158.2K | 0.02% | +406+3.0% | Added |
| State Street Corp | 14,701 | $165.9K | 0.00% | +14,701 | New |
| Mather Group, LLC. | 14,745 | $166.2K | 0.00% | 00.0% | Unchanged |
| Great Waters Wealth Management | 14,506 | $166.4K | 0.04% | +14,506 | New |
| Ballentine Partners, LLC | 15,108 | $170.3K | 0.01% | +766+5.3% | Added |
| M&T Bank Corp | 15,708 | $177.3K | 0.00% | −10,937−41.0% | Reduced |
| Evergreen Capital Management LLC | 16,390 | $184.7K | 0.01% | +1,697+11.5% | Added |
| Principal Street Partners, LLC | 16,703 | $188.2K | 0.05% | +4,945+42.1% | Added |
| Cerity Partners LLC | 17,233 | $194.2K | 0.00% | +5,667+49.0% | Added |
| Schechter Investment Advisors, LLC | 18,115 | $204.2K | 0.02% | −12,988−41.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,721 | $211.0K | 0.03% | +18,721 | New |
| Advisor Group Holdings, Inc. | 20,577 | $232.0K | 0.00% | −923−4.3% | Reduced |
| Miracle Mile Advisors, LLC | 21,000 | $236.7K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 21,629 | $243.8K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 21,842 | $246.2K | 0.03% | +6,921+46.4% | Added |
| HighTower Advisors, LLC | 22,140 | $250.0K | 0.00% | +2,147+10.7% | Added |
| Quantinno Capital Management LP | 22,868 | $258.0K | 0.02% | +22,868 | New |
| Millennium Management LLC | 23,626 | $266.0K | 0.00% | +23,626 | New |
| Fca Corp | 25,000 | $281.8K | 0.11% | +5,000+25.0% | Added |
| Eqis Capital Management, Inc. | 28,058 | $316.2K | 0.04% | −770−2.7% | Reduced |
| Verdence Capital Advisors LLC | 31,854 | $359.0K | 0.04% | −24,675−43.7% | Reduced |
| Advisors Asset Management, Inc. | 31,970 | $360.3K | 0.01% | +4,837+17.8% | Added |
| Janney Montgomery Scott LLC | 40,893 | $461.0K | 0.00% | +10,359+33.9% | Added |
| Hartford Investment Management Co | 41,584 | $469.0K | 0.01% | −539−1.3% | Reduced |
| US Bancorp | 45,071 | $508.0K | 0.00% | −3,460−7.1% | Reduced |
| Bank of New York Mellon Corp | 46,738 | $526.7K | 0.00% | +4,603+10.9% | Added |
| American Century Companies Inc | 48,145 | $542.6K | 0.00% | +1,811+3.9% | Added |
| Wetherby Asset Management Inc | 54,966 | $619.5K | 0.04% | −5,699−9.4% | Reduced |
| Cubist Systematic Strategies, LLC | 55,420 | $624.6K | 0.01% | +35,681+180.8% | Added |
| JNBA Financial Advisors | 55,563 | $626.2K | 0.09% | +15,726+39.5% | Added |
| Advisor Partners II, LLC | 57,213 | $644.8K | 0.04% | +3,118+5.8% | Added |
| Ameriprise Financial Inc | 59,562 | $671.0K | 0.00% | −72,781−55.0% | Reduced |
| Royal Bank of Canada | 65,033 | $733.0K | 0.00% | −32,724−33.5% | Reduced |
| Crossmark Global Holdings, Inc. | 72,909 | $822.0K | 0.02% | −3,753−4.9% | Reduced |
| JustInvest LLC | 77,584 | $874.4K | 0.04% | +19,820+34.3% | Added |