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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5 | $53 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $200 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $336 | 0.00% | +32 | New |
| Farther Finance Advisors, LLC | 34 | $356 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 79 | $828 | 0.00% | +79 | New |
| GW&K Investment Management, LLC | 104 | $1.00K | 0.00% | +104 | New |
| Newbridge Financial Services Group, Inc. | 103 | $1.08K | 0.00% | +2+2.0% | Added |
| Column Capital Advisors, LLC | 134 | $1.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 159 | $1.67K | 0.00% | −67−29.6% | Reduced |
| Global Retirement Partners, LLC | 210 | $2.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 240 | $2.52K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 273 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 243 | $3.00K | 0.00% | +243 | New |
| TD Private Client Wealth LLC | 358 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 396 | $4.15K | 0.00% | −106−21.1% | Reduced |
| Umb Bank N A | 417 | $4.37K | 0.00% | +362+658.2% | Added |
| Eagle Bay Advisors LLC | 437 | $4.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 444 | $4.65K | 0.00% | −85−16.1% | Reduced |
| Royal Bank of Canada | 433 | $5.00K | 0.00% | −793−64.7% | Reduced |
| First Horizon Advisors, Inc. | 640 | $6.71K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 669 | $7.05K | 0.00% | +12+1.8% | Added |
| Bessemer Group Inc | 855 | $9.00K | 0.00% | +855 | New |
| Glassman Wealth Services | 1,337 | $14.0K | 0.00% | +7+0.5% | Added |
| Tower Research Capital LLC (TRC) | 1,356 | $14.2K | 0.00% | −1,408−50.9% | Reduced |
| Fifth Third Bancorp | 1,377 | $14.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,655 | $17.0K | 0.00% | −272−14.1% | Reduced |
| Aquatic Capital Management LLC | 1,800 | $19.0K | 0.00% | +1,800 | New |
| Ronald Blue Trust, Inc. | 2,141 | $22.0K | 0.00% | −666−23.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,200 | $23.1K | 0.00% | +54+2.5% | Added |
| Proequities, Inc. | 2,858 | $30.0K | 0.00% | −330−10.4% | Reduced |
| Whittier Trust Co | 2,957 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,631 | $38.1K | 0.00% | −114−3.0% | Reduced |
| Parallel Advisors, LLC | 4,839 | $50.7K | 0.00% | +164+3.5% | Added |
| Citigroup Inc | 4,998 | $52.4K | 0.00% | −97−1.9% | Reduced |
| Addison Advisors LLC | 6,780 | $71.1K | 0.04% | +517+8.3% | Added |
| Rhumbline Advisers | 7,769 | $81.4K | 0.00% | +7,769 | New |
| Signaturefd, LLC | 9,782 | $102.5K | 0.00% | +380+4.0% | Added |
| Quadrant Capital Group LLC | 10,113 | $106.0K | 0.01% | +782+8.4% | Added |
| Ellevest, Inc. | 10,248 | $107.4K | 0.01% | −504−4.7% | Reduced |
| First Affirmative Financial Network | 10,393 | $108.9K | 0.11% | +10,393 | New |
| Greenleaf Trust | 10,530 | $110.4K | 0.00% | −84−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 10,808 | $113.3K | 0.00% | +10,808 | New |
| IFP Advisors, Inc | 10,034 | $119.5K | 0.01% | −423−4.0% | Reduced |
| NFP Retirement, Inc. | 11,503 | $120.6K | 0.02% | +210+1.9% | Added |
| Cresset Asset Management, LLC | 11,527 | $120.8K | 0.00% | +11,527 | New |
| Yousif Capital Management, LLC | 11,715 | $122.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 11,815 | $123.8K | 0.03% | +1,777+17.7% | Added |
| Wells Fargo & Company | 11,914 | $124.9K | 0.00% | −621−5.0% | Reduced |
| Trexquant Investment LP | 12,086 | $126.7K | 0.00% | +12,086 | New |
| RFG Advisory, LLC | 12,467 | $130.7K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,612 | $132.0K | 0.01% | +709+6.0% | Added |
| Lazard Asset Management LLC | 13,193 | $138.0K | 0.00% | +5,855+79.8% | Added |
| Dynamic Technology Lab Private Ltd | 13,942 | $147.0K | 0.02% | +13,942 | New |
| Simon Quick Advisors, LLC | 14,082 | $147.6K | 0.01% | +43+0.3% | Added |
| Vident Investment Advisory, LLC | 14,203 | $148.8K | 0.01% | +14,203 | New |
| Great Waters Wealth Management | 14,506 | $152.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,693 | $154.0K | 0.00% | −2,510−14.6% | Reduced |
| Principal Street Partners, LLC | 14,715 | $154.2K | 0.04% | +2,958+25.2% | Added |
| Mather Group, LLC. | 14,745 | $154.5K | 0.00% | 00.0% | Unchanged |
| Fca Corp | 16,000 | $167.7K | 0.06% | 00.0% | Unchanged |
| Marshall Wace, LLP | 16,337 | $171.2K | 0.00% | +16,337 | New |
| Evergreen Capital Management LLC | 16,351 | $171.4K | 0.01% | +1,365+9.1% | Added |
| D. E. Shaw & Co., Inc. | 16,398 | $171.9K | 0.00% | +16,398 | New |
| Ballentine Partners, LLC | 16,659 | $174.6K | 0.00% | +2,432+17.1% | Added |
| Veriti Management LLC | 18,305 | $191.8K | 0.02% | −2,525−12.1% | Reduced |
| Franklin Resources Inc | 18,647 | $195.4K | 0.00% | +7,302+64.4% | Added |
| Advisor Group Holdings, Inc. | 20,596 | $215.8K | 0.00% | −698−3.3% | Reduced |
| Atlas Capital Advisors LLC | 20,698 | $216.9K | 0.03% | −931−4.3% | Reduced |
| Advisors Asset Management, Inc. | 20,948 | $219.5K | 0.00% | −3,537−14.4% | Reduced |
| Miracle Mile Advisors, LLC | 21,000 | $220.1K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 23,111 | $242.2K | 0.00% | +12,070+109.3% | Added |
| Eqis Capital Management, Inc. | 23,515 | $246.4K | 0.03% | −3,042−11.5% | Reduced |
| Susquehanna International Securities, Ltd. | 24,396 | $255.7K | 0.24% | +24,396 | New |
| Y-Intercept (Hong Kong) Ltd | 25,754 | $269.9K | 0.03% | +25,754 | New |
| JNBA Financial Advisors | 27,462 | $287.8K | 0.03% | −30,726−52.8% | Reduced |
| Quantinno Capital Management LP | 35,314 | $370.0K | 0.02% | +16,070+83.5% | Added |
| Bank of New York Mellon Corp | 35,320 | $370.2K | 0.00% | −2,297−6.1% | 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 |
| Millennium Management LLC | 41,389 | $433.8K | 0.00% | −214,001−83.8% | Reduced |
| Summit Global Investments | 42,350 | $444.0K | 0.03% | +42,350 | New |
| The PNC Financial Services Group, Inc. | 44,145 | $462.6K | 0.00% | −14,968−25.3% | Reduced |
| US Bancorp | 46,092 | $483.0K | 0.00% | +464+1.0% | Added |
| Ameriprise Financial Inc | 48,160 | $504.7K | 0.00% | −5,382−10.1% | Reduced |
| American Century Companies Inc | 49,704 | $520.9K | 0.00% | +414+0.8% | Added |
| Renaissance Technologies LLC | 53,400 | $560.0K | 0.00% | +53,400 | New |
| Wetherby Asset Management Inc | 54,291 | $569.0K | 0.03% | +242+0.4% | Added |
| Hartford Investment Management Co | 55,222 | $578.7K | 0.02% | +13,638+32.8% | Added |
| Advisor Partners II, LLC | 56,826 | $595.5K | 0.03% | −76−0.1% | Reduced |
| HighTower Advisors, LLC | 63,501 | $665.0K | 0.00% | +47,901+307.1% | Added |
| CI Private Wealth, LLC | 63,515 | $665.3K | 0.00% | +4,169+7.0% | Added |
| Natixis Advisors, L.P. | 70,861 | $743.0K | 0.00% | −2,902−3.9% | Reduced |
| Ethic Inc. | 72,354 | $758.3K | 0.03% | +708+1.0% | Added |
| JustInvest LLC | 75,875 | $795.2K | 0.02% | +676+0.9% | Added |
| Crossmark Global Holdings, Inc. | 75,185 | $835.0K | 0.02% | −1,828−2.4% | Reduced |
| Mariner, LLC | 92,578 | $969.6K | 0.00% | +11,566+14.3% | Added |
| Bank of America Corp | 96,376 | $1.01M | 0.00% | −148,218−60.6% | Reduced |
| Envestnet Asset Management Inc | 108,096 | $1.13M | 0.00% | −599,015−84.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 141,468 | $1.48M | 0.01% | −287,873−67.0% | Reduced |