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 |
|---|---|---|---|---|---|
| Ethic Inc. | 79,242 | $893.1K | 0.05% | +20,307+34.5% | Added |
| The PNC Financial Services Group, Inc. | 80,183 | $903.7K | 0.00% | −7,639−8.7% | Reduced |
| Regions Financial Corp | 83,079 | $936.0K | 0.01% | −39,883−32.4% | Reduced |
| Natixis Advisors, L.P. | 87,520 | $986.0K | 0.00% | −14,961−14.6% | Reduced |
| Mariner, LLC | 94,891 | $1.07M | 0.00% | +10,417+12.3% | Added |
| Optiver Holding B.V. | 105,476 | $1.19M | 0.07% | +105,476 | New |
| Arrowstreet Capital, Limited Partnership | 106,375 | $1.20M | 0.00% | +106,375 | New |
| Brinker Capital Investments, LLC | 118,494 | $1.34M | 0.03% | −53,015−30.9% | Reduced |
| Envestnet Asset Management Inc | 147,552 | $1.66M | 0.00% | −65,387−30.7% | Reduced |
| FMR LLC | 169,447 | $1.91M | 0.00% | +1,115+0.7% | Added |
| D. E. Shaw & Co., Inc. | 169,834 | $1.91M | 0.00% | +117,641+225.4% | Added |
| Wells Fargo & Company | 220,907 | $2.49M | 0.00% | −154,663−41.2% | Reduced |
| Bank of Montreal | 242,759 | $2.75M | 0.00% | +220,723+1,001.6% | Added |
| Old Mission Capital LLC | 250,078 | $2.82M | 0.12% | +177,256+243.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 250,312 | $2.82M | 0.02% | +227,493+996.9% | Added |
| Geode Capital Management, LLC | 301,491 | $3.40M | 0.00% | −26,401−8.1% | Reduced |
| Northern Trust Corp | 403,471 | $4.55M | 0.00% | −22,930−5.4% | Reduced |
| JPMorgan Chase & Co | 481,408 | $5.42M | 0.00% | +472,637+5,388.6% | Added |
| Henry James International Management, Inc. | 495,054 | $5.58M | 2.70% | −1,710−0.3% | Reduced |
| UBS Group AG | 511,035 | $5.76M | 0.00% | +1,826+0.4% | Added |
| Bank of America Corp | 630,821 | $7.11M | 0.00% | −409,385−39.4% | Reduced |
| 13D Management LLC | 754,673 | $8.51M | 4.47% | −55,986−6.9% | Reduced |
| Jane Street Group, LLC | 901,214 | $10.2M | 0.02% | +84,970+10.4% | Added |
| BlackRock Inc. | 1,421,223 | $16.0M | 0.00% | −89,567−5.9% | Reduced |
| Lazard Asset Management LLC | 2,150,630 | $24.2M | 0.03% | −1,676,918−43.8% | Reduced |
| Dimensional Fund Advisors LP | 2,328,313 | $26.2M | 0.01% | −72,599−3.0% | Reduced |
| Goldman Sachs Group Inc | 2,351,505 | $26.5M | 0.01% | +39,805+1.7% | Added |
| Morgan Stanley | 2,738,933 | $30.9M | 0.00% | −24,397−0.9% | Reduced |
| Sofos Investments, Inc. | 11 | – | – | −39−78.0% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −121,500−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −31,063−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −14,104−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −11,327−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |