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, Q1 2023
Institutional positions in Pearson PLC as of Mar 31, 2023. 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
- 111
- −17 vs. Q4 2022
- Shares held
- 17.7M
- −1.45M (−7.6%) vs. Q4 2022
- Total value
- $178.2M
- −$37.3M (−17.3%) vs. Q4 2022
- New holders
- 9
- 26 more added
- Sold out
- 26
- 57 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,899,983 | $30.3M | 0.00% | +161,050+5.9% | Added |
| Dimensional Fund Advisors LP | 2,372,944 | $24.8M | 0.01% | +44,631+1.9% | Added |
| Goldman Sachs Group Inc | 2,231,359 | $23.3M | 0.01% | −120,146−5.1% | Reduced |
| BlackRock Inc. | 1,415,793 | $14.8M | 0.00% | −5,430−0.4% | Reduced |
| Jane Street Group, LLC | 816,416 | $8.53M | 0.01% | −84,798−9.4% | Reduced |
| 13D Management LLC | 580,773 | $6.07M | 3.08% | −173,900−23.0% | Reduced |
| UBS Group AG | 511,066 | $5.34M | 0.00% | +310.0% | Added |
| Arrowstreet Capital, Limited Partnership | 510,982 | $5.34M | 0.01% | +404,607+380.4% | Added |
| Henry James International Management, Inc. | 495,356 | $5.18M | 2.19% | +302+0.1% | Added |
| JPMorgan Chase & Co | 483,156 | $5.05M | 0.00% | +1,748+0.4% | Added |
| LMR Partners LLP | 463,456 | $4.84M | 0.11% | +463,456 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 429,341 | $4.49M | 0.02% | +179,029+71.5% | Added |
| Northern Trust Corp | 387,958 | $4.05M | 0.00% | −15,513−3.8% | Reduced |
| Optiver Holding B.V. | 314,466 | $3.29M | 0.15% | +208,990+198.1% | Added |
| Geode Capital Management, LLC | 279,229 | $2.92M | 0.00% | −22,262−7.4% | Reduced |
| Millennium Management LLC | 255,390 | $2.67M | 0.00% | +231,764+981.0% | Added |
| Bank of America Corp | 244,594 | $2.56M | 0.00% | −386,227−61.2% | Reduced |
| Bank of Montreal | 242,259 | $2.53M | 0.00% | −500−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 207,649 | $2.17M | 0.40% | +207,649 | New |
| FMR LLC | 162,359 | $1.70M | 0.00% | −7,088−4.2% | Reduced |
| Russell Investments Group, Ltd. | 152,080 | $1.59M | 0.00% | +152,080 | New |
| Mariner, LLC | 81,012 | $846.0K | 0.00% | −13,879−14.6% | Reduced |
| Crossmark Global Holdings, Inc. | 77,013 | $805.0K | 0.02% | +4,104+5.6% | Added |
| JustInvest LLC | 75,199 | $785.8K | 0.03% | −2,385−3.1% | Reduced |
| Natixis Advisors, L.P. | 73,763 | $771.0K | 0.00% | −13,757−15.7% | Reduced |
| Ethic Inc. | 71,646 | $748.7K | 0.03% | −7,596−9.6% | Reduced |
| Envestnet Asset Management Inc | 707,111 | $703.0K | 0.00% | +559,559+379.2% | Added |
| CI Private Wealth, LLC | 59,346 | $620.2K | 0.00% | +46,994+380.5% | Added |
| The PNC Financial Services Group, Inc. | 59,113 | $617.7K | 0.00% | −21,070−26.3% | Reduced |
| JNBA Financial Advisors | 58,188 | $608.1K | 0.08% | +2,625+4.7% | Added |
| Advisor Partners II, LLC | 56,902 | $594.6K | 0.03% | −311−0.5% | Reduced |
| Wetherby Asset Management Inc | 54,049 | $564.8K | 0.03% | −917−1.7% | Reduced |
| Ameriprise Financial Inc | 53,542 | $562.8K | 0.00% | −6,020−10.1% | Reduced |
| American Century Companies Inc | 49,290 | $501.3K | 0.00% | +1,145+2.4% | Added |
| US Bancorp | 45,628 | $476.8K | 0.00% | +557+1.2% | Added |
| Hartford Investment Management Co | 41,584 | $434.6K | 0.01% | 00.0% | Unchanged |
| Old Mission Capital LLC | 39,712 | $415.0K | 0.01% | −210,366−84.1% | Reduced |
| Bank of New York Mellon Corp | 37,617 | $393.1K | 0.00% | −9,121−19.5% | Reduced |
| Brinker Capital Investments, LLC | 35,938 | $375.6K | 0.00% | −82,556−69.7% | Reduced |
| Orion Portfolio Solutions, LLC | 35,938 | $375.6K | 0.00% | +35,938 | New |
| Eqis Capital Management, Inc. | 26,557 | $277.5K | 0.03% | −1,501−5.3% | Reduced |
| Advisors Asset Management, Inc. | 24,485 | $255.9K | 0.01% | −7,485−23.4% | Reduced |
| Janney Montgomery Scott LLC | 21,861 | $228.0K | 0.00% | −19,032−46.5% | Reduced |
| Atlas Capital Advisors LLC | 21,629 | $226.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,294 | $222.5K | 0.00% | +717+3.5% | Added |
| Miracle Mile Advisors, LLC | 21,000 | $219.4K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 20,830 | $217.7K | 0.03% | −1,012−4.6% | Reduced |
| Quantinno Capital Management LP | 19,244 | $201.0K | 0.01% | −3,624−15.8% | Reduced |
| Cerity Partners LLC | 17,203 | $179.7K | 0.00% | −30−0.2% | Reduced |
| Fca Corp | 16,000 | $167.2K | 0.06% | −9,000−36.0% | Reduced |
| HighTower Advisors, LLC | 15,600 | $163.0K | 0.00% | −6,540−29.5% | Reduced |
| Evergreen Capital Management LLC | 14,986 | $158.1K | 0.01% | −1,404−8.6% | Reduced |
| Mather Group, LLC. | 14,745 | $154.1K | 0.00% | 00.0% | Unchanged |
| Great Waters Wealth Management | 14,506 | $153.0K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 14,227 | $148.7K | 0.00% | −881−5.8% | Reduced |
| Simon Quick Advisors, LLC | 14,039 | $146.7K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,535 | $131.0K | 0.00% | −208,372−94.3% | Reduced |
| RFG Advisory, LLC | 12,467 | $130.3K | 0.01% | 00.0% | Unchanged |
| Wealth Architects, LLC | 12,031 | $125.7K | 0.02% | +272+2.3% | Added |
| IFP Advisors, Inc | 10,457 | $124.5K | 0.01% | −27−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 11,903 | $124.0K | 0.01% | −1,358−10.2% | Reduced |
| Principal Street Partners, LLC | 11,757 | $122.9K | 0.03% | −4,946−29.6% | Reduced |
| Yousif Capital Management, LLC | 11,715 | $122.4K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,345 | $118.6K | 0.00% | −512−4.3% | Reduced |
| NFP Retirement, Inc. | 11,293 | $118.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 11,041 | $115.4K | 0.00% | −2,990−21.3% | Reduced |
| Ellevest, Inc. | 10,752 | $112.4K | 0.01% | −103−0.9% | Reduced |
| Greenleaf Trust | 10,614 | $110.9K | 0.00% | +10,614 | New |
| JJJ Advisors Inc. | 10,038 | $105.2K | 0.03% | +754+8.1% | Added |
| Signaturefd, LLC | 9,402 | $98.3K | 0.00% | −1,310−12.2% | Reduced |
| Quadrant Capital Group LLC | 9,331 | $97.9K | 0.01% | −931−9.1% | Reduced |
| Lazard Asset Management LLC | 7,338 | $76.0K | 0.00% | −2,143,292−99.7% | Reduced |
| Addison Advisors LLC | 6,263 | $65.4K | 0.04% | +23+0.4% | Added |
| Citigroup Inc | 5,095 | $53.2K | 0.00% | −619−10.8% | Reduced |
| Parallel Advisors, LLC | 4,675 | $48.9K | 0.00% | −107−2.2% | Reduced |
| Lindbrook Capital, LLC | 3,745 | $39.1K | 0.00% | −39−1.0% | Reduced |
| Proequities, Inc. | 3,188 | $33.9K | 0.00% | −584−15.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,807 | $32.0K | 0.00% | +37+1.3% | Added |
| Whittier Trust Co | 2,957 | $30.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,764 | $29.0K | 0.00% | +1,953+240.8% | Added |
| EverSource Wealth Advisors, LLC | 2,146 | $22.4K | 0.00% | +75+3.6% | Added |
| CWM, LLC | 1,927 | $20.0K | 0.00% | −340−15.0% | Reduced |
| Fifth Third Bancorp | 1,377 | $14.4K | 0.00% | +389+39.4% | Added |
| Glassman Wealth Services | 1,330 | $13.9K | 0.00% | −63−4.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,275 | $13.3K | 0.00% | −901−41.4% | Reduced |
| Royal Bank of Canada | 1,226 | $12.0K | 0.00% | −63,807−98.1% | Reduced |
| Quantbot Technologies LP | 999 | $10.4K | 0.00% | +999 | New |
| GHP Investment Advisors, Inc. | 657 | $6.87K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 640 | $6.69K | 0.00% | +640 | New |
| Northwestern Mutual Wealth Management Co | 628 | $6.56K | 0.00% | +51+8.8% | Added |
| Zions Bancorporation, N.A. | 529 | $5.53K | 0.00% | −11,756−95.7% | Reduced |
| Bell Investment Advisors, Inc | 502 | $5.25K | 0.00% | +49+10.8% | Added |
| Eagle Bay Advisors LLC | 437 | $4.57K | 0.00% | −195−30.9% | Reduced |
| Belpointe Asset Management LLC | 385 | $4.02K | 0.00% | −1,497−79.5% | Reduced |
| TD Private Client Wealth LLC | 358 | $3.74K | 0.00% | −1,734−82.9% | Reduced |
| KB Financial Partners, LLC | 273 | $3.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 355 | $3.00K | 0.00% | +196+123.3% | Added |
| Syverson Strege & Co | 280 | $2.93K | 0.00% | +280 | New |
| JFS Wealth Advisors, LLC | 240 | $2.51K | 0.00% | −39−14.0% | Reduced |
| Allworth Financial LP | 226 | $2.36K | 0.00% | 00.0% | Unchanged |