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, Q2 2023
Institutional positions in Pearson PLC as of Jun 30, 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
- 117
- +6 vs. Q1 2023
- Shares held
- 15.9M
- −1.79M (−10.1%) vs. Q1 2023
- Total value
- $166.6M
- −$11.5M (−6.5%) vs. Q1 2023
- New holders
- 19
- 37 more added
- Sold out
- 13
- 38 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,746,144 | $28.8M | 0.00% | −153,839−5.3% | Reduced |
| Dimensional Fund Advisors LP | 2,413,736 | $25.3M | 0.01% | +40,792+1.7% | Added |
| Goldman Sachs Group Inc | 1,804,353 | $18.9M | 0.00% | −427,006−19.1% | Reduced |
| BlackRock Inc. | 1,492,071 | $15.6M | 0.00% | +76,278+5.4% | Added |
| Optiver Holding B.V. | 969,783 | $10.1M | 0.29% | +655,317+208.4% | Added |
| Jane Street Group, LLC | 784,261 | $8.22M | 0.01% | −32,155−3.9% | Reduced |
| 13D Management LLC | 558,909 | $5.86M | 3.20% | −21,864−3.8% | Reduced |
| UBS Group AG | 500,065 | $5.24M | 0.00% | −11,001−2.2% | Reduced |
| JPMorgan Chase & Co | 480,962 | $5.04M | 0.00% | −2,194−0.5% | Reduced |
| LMR Partners LLP | 463,456 | $4.86M | 0.11% | 00.0% | Unchanged |
| Northern Trust Corp | 404,714 | $4.24M | 0.00% | +16,756+4.3% | Added |
| Henry James International Management, Inc. | 346,564 | $3.63M | 1.57% | −148,792−30.0% | Reduced |
| Geode Capital Management, LLC | 279,229 | $2.93M | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 183,414 | $1.92M | 0.07% | +143,702+361.9% | Added |
| FMR LLC | 164,490 | $1.72M | 0.00% | +2,131+1.3% | Added |
| Russell Investments Group, Ltd. | 152,080 | $1.59M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 141,468 | $1.48M | 0.01% | −287,873−67.0% | Reduced |
| Envestnet Asset Management Inc | 108,096 | $1.13M | 0.00% | −599,015−84.7% | Reduced |
| Bank of America Corp | 96,376 | $1.01M | 0.00% | −148,218−60.6% | Reduced |
| Mariner, LLC | 92,578 | $969.6K | 0.00% | +11,566+14.3% | Added |
| Crossmark Global Holdings, Inc. | 75,185 | $835.0K | 0.02% | −1,828−2.4% | Reduced |
| JustInvest LLC | 75,875 | $795.2K | 0.02% | +676+0.9% | Added |
| Ethic Inc. | 72,354 | $758.3K | 0.03% | +708+1.0% | Added |
| Natixis Advisors, L.P. | 70,861 | $743.0K | 0.00% | −2,902−3.9% | Reduced |
| CI Private Wealth, LLC | 63,515 | $665.3K | 0.00% | +4,169+7.0% | Added |
| HighTower Advisors, LLC | 63,501 | $665.0K | 0.00% | +47,901+307.1% | Added |
| Advisor Partners II, LLC | 56,826 | $595.5K | 0.03% | −76−0.1% | Reduced |
| Hartford Investment Management Co | 55,222 | $578.7K | 0.02% | +13,638+32.8% | Added |
| Wetherby Asset Management Inc | 54,291 | $569.0K | 0.03% | +242+0.4% | Added |
| Renaissance Technologies LLC | 53,400 | $560.0K | 0.00% | +53,400 | New |
| American Century Companies Inc | 49,704 | $520.9K | 0.00% | +414+0.8% | Added |
| Ameriprise Financial Inc | 48,160 | $504.7K | 0.00% | −5,382−10.1% | Reduced |
| US Bancorp | 46,092 | $483.0K | 0.00% | +464+1.0% | Added |
| The PNC Financial Services Group, Inc. | 44,145 | $462.6K | 0.00% | −14,968−25.3% | Reduced |
| Summit Global Investments | 42,350 | $444.0K | 0.03% | +42,350 | New |
| Millennium Management LLC | 41,389 | $433.8K | 0.00% | −214,001−83.8% | Reduced |
| Brinker Capital Investments, LLC | 36,808 | $385.7K | 0.00% | +870+2.4% | Added |
| Orion Portfolio Solutions, LLC | 36,808 | $385.7K | 0.00% | +870+2.4% | Added |
| Bank of New York Mellon Corp | 35,320 | $370.2K | 0.00% | −2,297−6.1% | Reduced |
| Quantinno Capital Management LP | 35,314 | $370.0K | 0.02% | +16,070+83.5% | Added |
| JNBA Financial Advisors | 27,462 | $287.8K | 0.03% | −30,726−52.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 25,754 | $269.9K | 0.03% | +25,754 | New |
| Susquehanna International Securities, Ltd. | 24,396 | $255.7K | 0.24% | +24,396 | New |
| Eqis Capital Management, Inc. | 23,515 | $246.4K | 0.03% | −3,042−11.5% | Reduced |
| Creative Planning | 23,111 | $242.2K | 0.00% | +12,070+109.3% | Added |
| Miracle Mile Advisors, LLC | 21,000 | $220.1K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 20,948 | $219.5K | 0.00% | −3,537−14.4% | Reduced |
| Atlas Capital Advisors LLC | 20,698 | $216.9K | 0.03% | −931−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 20,596 | $215.8K | 0.00% | −698−3.3% | Reduced |
| Franklin Resources Inc | 18,647 | $195.4K | 0.00% | +7,302+64.4% | Added |
| Veriti Management LLC | 18,305 | $191.8K | 0.02% | −2,525−12.1% | Reduced |
| Ballentine Partners, LLC | 16,659 | $174.6K | 0.00% | +2,432+17.1% | Added |
| D. E. Shaw & Co., Inc. | 16,398 | $171.9K | 0.00% | +16,398 | New |
| Evergreen Capital Management LLC | 16,351 | $171.4K | 0.01% | +1,365+9.1% | Added |
| Marshall Wace, LLP | 16,337 | $171.2K | 0.00% | +16,337 | New |
| Fca Corp | 16,000 | $167.7K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 14,745 | $154.5K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 14,715 | $154.2K | 0.04% | +2,958+25.2% | Added |
| Cerity Partners LLC | 14,693 | $154.0K | 0.00% | −2,510−14.6% | Reduced |
| Great Waters Wealth Management | 14,506 | $152.0K | 0.03% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 14,203 | $148.8K | 0.01% | +14,203 | New |
| Simon Quick Advisors, LLC | 14,082 | $147.6K | 0.01% | +43+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 13,942 | $147.0K | 0.02% | +13,942 | New |
| Lazard Asset Management LLC | 13,193 | $138.0K | 0.00% | +5,855+79.8% | Added |
| Lake Street Advisors Group, LLC | 12,612 | $132.0K | 0.01% | +709+6.0% | Added |
| RFG Advisory, LLC | 12,467 | $130.7K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 12,086 | $126.7K | 0.00% | +12,086 | New |
| Wells Fargo & Company | 11,914 | $124.9K | 0.00% | −621−5.0% | Reduced |
| JJJ Advisors Inc. | 11,815 | $123.8K | 0.03% | +1,777+17.7% | Added |
| Yousif Capital Management, LLC | 11,715 | $122.8K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 11,527 | $120.8K | 0.00% | +11,527 | New |
| NFP Retirement, Inc. | 11,503 | $120.6K | 0.02% | +210+1.9% | Added |
| IFP Advisors, Inc | 10,034 | $119.5K | 0.01% | −423−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 10,808 | $113.3K | 0.00% | +10,808 | New |
| Greenleaf Trust | 10,530 | $110.4K | 0.00% | −84−0.8% | Reduced |
| First Affirmative Financial Network | 10,393 | $108.9K | 0.11% | +10,393 | New |
| Ellevest, Inc. | 10,248 | $107.4K | 0.01% | −504−4.7% | Reduced |
| Quadrant Capital Group LLC | 10,113 | $106.0K | 0.01% | +782+8.4% | Added |
| Signaturefd, LLC | 9,782 | $102.5K | 0.00% | +380+4.0% | Added |
| Rhumbline Advisers | 7,769 | $81.4K | 0.00% | +7,769 | New |
| Addison Advisors LLC | 6,780 | $71.1K | 0.04% | +517+8.3% | Added |
| Citigroup Inc | 4,998 | $52.4K | 0.00% | −97−1.9% | Reduced |
| Parallel Advisors, LLC | 4,839 | $50.7K | 0.00% | +164+3.5% | Added |
| Lindbrook Capital, LLC | 3,631 | $38.1K | 0.00% | −114−3.0% | Reduced |
| Whittier Trust Co | 2,957 | $31.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,858 | $30.0K | 0.00% | −330−10.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,200 | $23.1K | 0.00% | +54+2.5% | Added |
| Ronald Blue Trust, Inc. | 2,141 | $22.0K | 0.00% | −666−23.7% | Reduced |
| Aquatic Capital Management LLC | 1,800 | $19.0K | 0.00% | +1,800 | New |
| CWM, LLC | 1,655 | $17.0K | 0.00% | −272−14.1% | Reduced |
| Fifth Third Bancorp | 1,377 | $14.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,356 | $14.2K | 0.00% | −1,408−50.9% | Reduced |
| Glassman Wealth Services | 1,337 | $14.0K | 0.00% | +7+0.5% | Added |
| Bessemer Group Inc | 855 | $9.00K | 0.00% | +855 | New |
| GHP Investment Advisors, Inc. | 669 | $7.05K | 0.00% | +12+1.8% | Added |
| First Horizon Advisors, Inc. | 640 | $6.71K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 433 | $5.00K | 0.00% | −793−64.7% | Reduced |
| Zions Bancorporation, N.A. | 444 | $4.65K | 0.00% | −85−16.1% | Reduced |
| Eagle Bay Advisors LLC | 437 | $4.58K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 417 | $4.37K | 0.00% | +362+658.2% | Added |