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Livermore
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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.

Institutional holdersQ1 2023: 111 institutions
Q1 2021: 88 institutionsQ2 2021: 89 institutionsQ3 2021: 95 institutionsQ4 2021: 122 institutionsQ1 2022: 127 institutionsQ2 2022: 123 institutionsQ3 2022: 122 institutionsQ4 2022: 129 institutionsQ1 2023: 111 institutionsQ2 2023: 117 institutionsQ3 2023: 116 institutionsQ4 2023: 125 institutionsQ1 2024: 135 institutionsQ2 2024: 141 institutionsQ3 2024: 151 institutionsQ4 2024: 155 institutionsQ1 2025: 177 institutionsQ2 2025: 185 institutionsQ3 2025: 177 institutionsQ4 2025: 193 institutionsQ1 2026: 200 institutionsQ2 2026: 211 institutions
Value heldQ1 2023: $178.2M
Q1 2021: $125.5MQ2 2021: $135.8MQ3 2021: $104.2MQ4 2021: $159.7MQ1 2022: $211.3MQ2 2022: $188.9MQ3 2022: $194.7MQ4 2022: $215.6MQ1 2023: $178.2MQ2 2023: $166.6MQ3 2023: $162.7MQ4 2023: $182.1MQ1 2024: $234.8MQ2 2024: $227.2MQ3 2024: $247.9MQ4 2024: $298.0MQ1 2025: $299.5MQ2 2025: $320.9MQ3 2025: $294.5MQ4 2025: $340.2MQ1 2026: $342.1MQ2 2026: $424.8M
Institutions holding PSO and their total value by quarter
QuarterHoldersValue
Q2 2026211$424.8M
Q1 2026200$342.1M
Q4 2025193$340.2M
Q3 2025177$294.5M
Q2 2025185$320.9M
Q1 2025177$299.5M
Q4 2024155$298.0M
Q3 2024151$247.9M
Q2 2024141$227.2M
Q1 2024135$234.8M
Q4 2023125$182.1M
Q3 2023116$162.7M
Q2 2023117$166.6M
Q1 2023111$178.2M
Q4 2022129$215.6M
Q3 2022122$194.7M
Q2 2022123$188.9M
Q1 2022127$211.3M
Q4 2021122$159.7M
Q3 202195$104.2M
Q2 202189$135.8M
Q1 202188$125.5M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q4 2022.

Institutions holding PSO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$100.00%−5,697−100.0%Reduced
Bourgeon Capital Management LLC5$530.00%00.0%Unchanged
True Wealth Design, LLC19$1990.00%00.0%Unchanged
Farther Finance Advisors, LLC34$3550.00%00.0%Unchanged
Umb Bank N A55$5750.00%00.0%Unchanged
Baker Avenue Asset Management, LP56$5850.00%+56New
Newbridge Financial Services Group, Inc.101$1.05K0.00%00.0%Unchanged
Schubert & Co105$1.10K0.00%−8−7.1%Reduced
Column Capital Advisors, LLC134$1.40K0.00%−647−82.8%Reduced
Global Retirement Partners, LLC210$2.18K0.00%00.0%Unchanged
Allworth Financial LP226$2.36K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC240$2.51K0.00%−39−14.0%Reduced
Syverson Strege & Co280$2.93K0.00%+280New
KB Financial Partners, LLC273$3.00K0.00%00.0%Unchanged
Simplex Trading, LLC355$3.00K0.00%+196+123.3%Added
TD Private Client Wealth LLC358$3.74K0.00%−1,734−82.9%Reduced
Belpointe Asset Management LLC385$4.02K0.00%−1,497−79.5%Reduced
Eagle Bay Advisors LLC437$4.57K0.00%−195−30.9%Reduced
Bell Investment Advisors, Inc502$5.25K0.00%+49+10.8%Added
Zions Bancorporation, N.A.529$5.53K0.00%−11,756−95.7%Reduced
Northwestern Mutual Wealth Management Co628$6.56K0.00%+51+8.8%Added
First Horizon Advisors, Inc.640$6.69K0.00%+640New
GHP Investment Advisors, Inc.657$6.87K0.00%00.0%Unchanged
Quantbot Technologies LP999$10.4K0.00%+999New
Royal Bank of Canada1,226$12.0K0.00%−63,807−98.1%Reduced
Allspring Global Investments Holdings, LLC1,275$13.3K0.00%−901−41.4%Reduced
Glassman Wealth Services1,330$13.9K0.00%−63−4.5%Reduced
Fifth Third Bancorp1,377$14.4K0.00%+389+39.4%Added
CWM, LLC1,927$20.0K0.00%−340−15.0%Reduced
EverSource Wealth Advisors, LLC2,146$22.4K0.00%+75+3.6%Added
Tower Research Capital LLC (TRC)2,764$29.0K0.00%+1,953+240.8%Added
Whittier Trust Co2,957$30.9K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.2,807$32.0K0.00%+37+1.3%Added
Proequities, Inc.3,188$33.9K0.00%−584−15.5%Reduced
Lindbrook Capital, LLC3,745$39.1K0.00%−39−1.0%Reduced
Parallel Advisors, LLC4,675$48.9K0.00%−107−2.2%Reduced
Citigroup Inc5,095$53.2K0.00%−619−10.8%Reduced
Addison Advisors LLC6,263$65.4K0.04%+23+0.4%Added
Lazard Asset Management LLC7,338$76.0K0.00%−2,143,292−99.7%Reduced
Quadrant Capital Group LLC9,331$97.9K0.01%−931−9.1%Reduced
Signaturefd, LLC9,402$98.3K0.00%−1,310−12.2%Reduced
JJJ Advisors Inc.10,038$105.2K0.03%+754+8.1%Added
Greenleaf Trust10,614$110.9K0.00%+10,614New
Ellevest, Inc.10,752$112.4K0.01%−103−0.9%Reduced
Creative Planning11,041$115.4K0.00%−2,990−21.3%Reduced
NFP Retirement, Inc.11,293$118.0K0.02%00.0%Unchanged
Franklin Resources Inc11,345$118.6K0.00%−512−4.3%Reduced
Yousif Capital Management, LLC11,715$122.4K0.00%00.0%Unchanged
Principal Street Partners, LLC11,757$122.9K0.03%−4,946−29.6%Reduced
Lake Street Advisors Group, LLC11,903$124.0K0.01%−1,358−10.2%Reduced
IFP Advisors, Inc10,457$124.5K0.01%−27−0.3%Reduced
Wealth Architects, LLC12,031$125.7K0.02%+272+2.3%Added
RFG Advisory, LLC12,467$130.3K0.01%00.0%Unchanged
Wells Fargo & Company12,535$131.0K0.00%−208,372−94.3%Reduced
Simon Quick Advisors, LLC14,039$146.7K0.02%00.0%Unchanged
Ballentine Partners, LLC14,227$148.7K0.00%−881−5.8%Reduced
Great Waters Wealth Management14,506$153.0K0.03%00.0%Unchanged
Mather Group, LLC.14,745$154.1K0.00%00.0%Unchanged
Evergreen Capital Management LLC14,986$158.1K0.01%−1,404−8.6%Reduced
HighTower Advisors, LLC15,600$163.0K0.00%−6,540−29.5%Reduced
Fca Corp16,000$167.2K0.06%−9,000−36.0%Reduced
Cerity Partners LLC17,203$179.7K0.00%−30−0.2%Reduced
Quantinno Capital Management LP19,244$201.0K0.01%−3,624−15.8%Reduced
Veriti Management LLC20,830$217.7K0.03%−1,012−4.6%Reduced
Miracle Mile Advisors, LLC21,000$219.4K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.21,294$222.5K0.00%+717+3.5%Added
Atlas Capital Advisors LLC21,629$226.0K0.04%00.0%Unchanged
Janney Montgomery Scott LLC21,861$228.0K0.00%−19,032−46.5%Reduced
Advisors Asset Management, Inc.24,485$255.9K0.01%−7,485−23.4%Reduced
Eqis Capital Management, Inc.26,557$277.5K0.03%−1,501−5.3%Reduced
Brinker Capital Investments, LLC35,938$375.6K0.00%−82,556−69.7%Reduced
Orion Portfolio Solutions, LLC35,938$375.6K0.00%+35,938New
Bank of New York Mellon Corp37,617$393.1K0.00%−9,121−19.5%Reduced
Old Mission Capital LLC39,712$415.0K0.01%−210,366−84.1%Reduced
Hartford Investment Management Co41,584$434.6K0.01%00.0%Unchanged
US Bancorp45,628$476.8K0.00%+557+1.2%Added
American Century Companies Inc49,290$501.3K0.00%+1,145+2.4%Added
Ameriprise Financial Inc53,542$562.8K0.00%−6,020−10.1%Reduced
Wetherby Asset Management Inc54,049$564.8K0.03%−917−1.7%Reduced
Advisor Partners II, LLC56,902$594.6K0.03%−311−0.5%Reduced
JNBA Financial Advisors58,188$608.1K0.08%+2,625+4.7%Added
The PNC Financial Services Group, Inc.59,113$617.7K0.00%−21,070−26.3%Reduced
CI Private Wealth, LLC59,346$620.2K0.00%+46,994+380.5%Added
Envestnet Asset Management Inc707,111$703.0K0.00%+559,559+379.2%Added
Ethic Inc.71,646$748.7K0.03%−7,596−9.6%Reduced
Natixis Advisors, L.P.73,763$771.0K0.00%−13,757−15.7%Reduced
JustInvest LLC75,199$785.8K0.03%−2,385−3.1%Reduced
Crossmark Global Holdings, Inc.77,013$805.0K0.02%+4,104+5.6%Added
Mariner, LLC81,012$846.0K0.00%−13,879−14.6%Reduced
Russell Investments Group, Ltd.152,080$1.59M0.00%+152,080New
FMR LLC162,359$1.70M0.00%−7,088−4.2%Reduced
Campbell & CO Investment Adviser LLC207,649$2.17M0.40%+207,649New
Bank of Montreal242,259$2.53M0.00%−500−0.2%Reduced
Bank of America Corp244,594$2.56M0.00%−386,227−61.2%Reduced
Millennium Management LLC255,390$2.67M0.00%+231,764+981.0%Added
Geode Capital Management, LLC279,229$2.92M0.00%−22,262−7.4%Reduced
Optiver Holding B.V.314,466$3.29M0.15%+208,990+198.1%Added
Northern Trust Corp387,958$4.05M0.00%−15,513−3.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.429,341$4.49M0.02%+179,029+71.5%Added
LMR Partners LLP463,456$4.84M0.11%+463,456New