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, Q3 2023
Institutional positions in Pearson PLC as of Sep 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
- 116
- −1 vs. Q2 2023
- Shares held
- 15.4M
- −467.6K (−2.9%) vs. Q2 2023
- Total value
- $162.7M
- −$3.92M (−2.4%) vs. Q2 2023
- New holders
- 10
- 52 more added
- Sold out
- 11
- 35 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,663,113 | $28.1M | 0.00% | −83,031−3.0% | Reduced |
| Dimensional Fund Advisors LP | 2,338,561 | $24.6M | 0.01% | −75,175−3.1% | Reduced |
| Goldman Sachs Group Inc | 2,096,893 | $22.1M | 0.01% | +292,540+16.2% | Added |
| BlackRock Inc. | 1,668,829 | $17.6M | 0.00% | +176,758+11.8% | Added |
| Jane Street Group, LLC | 898,675 | $9.47M | 0.01% | +114,414+14.6% | Added |
| 13D Management LLC | 757,583 | $7.98M | 4.97% | +198,674+35.5% | Added |
| Optiver Holding B.V. | 668,130 | $7.08M | 0.20% | −301,653−31.1% | Reduced |
| UBS Group AG | 498,279 | $5.25M | 0.00% | −1,786−0.4% | Reduced |
| LMR Partners LLP | 463,456 | $4.88M | 0.11% | 00.0% | Unchanged |
| Northern Trust Corp | 391,476 | $4.13M | 0.00% | −13,238−3.3% | Reduced |
| Henry James International Management, Inc. | 346,518 | $3.65M | 1.58% | −460.0% | Reduced |
| Geode Capital Management, LLC | 294,486 | $3.10M | 0.00% | +15,257+5.5% | Added |
| FMR LLC | 197,204 | $2.08M | 0.00% | +32,714+19.9% | Added |
| Mariner, LLC | 132,517 | $1.40M | 0.00% | +39,939+43.1% | Added |
| Citadel Advisors LLC | 102,127 | $1.08M | 0.00% | +102,127 | New |
| Bank of America Corp | 98,059 | $1.03M | 0.00% | +1,683+1.7% | Added |
| Ethic Inc. | 97,734 | $1.03M | 0.04% | +25,380+35.1% | Added |
| Crossmark Global Holdings, Inc. | 75,005 | $821.0K | 0.02% | −180−0.2% | Reduced |
| Natixis Advisors, L.P. | 72,604 | $765.0K | 0.00% | +1,743+2.5% | Added |
| HighTower Advisors, LLC | 63,030 | $665.0K | 0.00% | −471−0.7% | Reduced |
| Envestnet Asset Management Inc | 59,441 | $626.5K | 0.00% | −48,655−45.0% | Reduced |
| JustInvest LLC | 58,275 | $614.2K | 0.02% | −17,600−23.2% | Reduced |
| Wetherby Asset Management Inc | 57,765 | $608.8K | 0.03% | +3,474+6.4% | Added |
| Advisor Partners II, LLC | 57,644 | $607.6K | 0.02% | +818+1.4% | Added |
| CI Private Wealth, LLC | 52,789 | $556.4K | 0.00% | −10,726−16.9% | Reduced |
| Millennium Management LLC | 52,566 | $554.0K | 0.00% | +11,177+27.0% | Added |
| American Century Companies Inc | 51,441 | $542.2K | 0.00% | +1,737+3.5% | Added |
| Quantinno Capital Management LP | 51,411 | $542.0K | 0.02% | +16,097+45.6% | Added |
| Hartford Investment Management Co | 50,897 | $536.5K | 0.02% | −4,325−7.8% | Reduced |
| US Bancorp | 47,315 | $498.7K | 0.00% | +1,223+2.7% | Added |
| Schonfeld Strategic Advisors LLC | 47,000 | $495.4K | 0.00% | +47,000 | New |
| Creative Planning | 41,467 | $437.1K | 0.00% | +18,356+79.4% | Added |
| Bank of New York Mellon Corp | 41,345 | $435.8K | 0.00% | +6,025+17.1% | Added |
| The PNC Financial Services Group, Inc. | 38,915 | $410.2K | 0.00% | −5,230−11.8% | Reduced |
| Brinker Capital Investments, LLC | 35,366 | $372.8K | 0.00% | −1,442−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 35,366 | $372.8K | 0.00% | −1,442−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 30,132 | $317.6K | 0.00% | +9,536+46.3% | Added |
| Principal Street Partners, LLC | 29,430 | $310.2K | 0.06% | +14,715+100.0% | Added |
| Lester Murray Antman dba SimplyRich | 28,913 | $304.0K | 0.15% | +28,913 | New |
| JNBA Financial Advisors | 27,462 | $289.4K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 24,872 | $262.2K | 0.00% | +14,064+130.1% | Added |
| Summit Global Investments | 23,258 | $245.0K | 0.02% | −19,092−45.1% | Reduced |
| Ameriprise Financial Inc | 21,493 | $226.5K | 0.00% | −26,667−55.4% | Reduced |
| Marshall Wace, LLP | 21,279 | $224.3K | 0.00% | +4,942+30.3% | Added |
| Atlas Capital Advisors LLC | 20,698 | $218.2K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 19,501 | $205.5K | 0.03% | −4,014−17.1% | Reduced |
| Vident Advisory, LLC | 19,001 | $200.3K | 0.01% | +19,001 | New |
| Franklin Resources Inc | 18,686 | $197.0K | 0.00% | +39+0.2% | Added |
| Veriti Management LLC | 17,956 | $189.3K | 0.02% | −349−1.9% | Reduced |
| Ballentine Partners, LLC | 17,745 | $187.0K | 0.00% | +1,086+6.5% | Added |
| Evergreen Capital Management LLC | 16,915 | $178.3K | 0.01% | +564+3.4% | Added |
| QRG Capital Management, Inc. | 16,756 | $176.6K | 0.00% | +16,756 | New |
| Advisors Asset Management, Inc. | 16,237 | $171.1K | 0.00% | −4,711−22.5% | Reduced |
| Fca Corp | 16,000 | $168.6K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 15,191 | $160.1K | 0.16% | +4,798+46.2% | Added |
| Great Waters Wealth Management | 14,506 | $156.5K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 14,745 | $155.4K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 14,239 | $150.1K | 0.01% | +157+1.1% | Added |
| Signaturefd, LLC | 13,880 | $146.3K | 0.00% | +4,098+41.9% | Added |
| JPMorgan Chase & Co | 13,349 | $140.7K | 0.00% | −467,613−97.2% | Reduced |
| Sequoia Financial Advisors, LLC | 13,315 | $140.3K | 0.00% | +13,315 | New |
| Ellevest, Inc. | 13,294 | $140.1K | 0.01% | +3,046+29.7% | Added |
| JJJ Advisors Inc. | 13,013 | $137.2K | 0.04% | +1,198+10.1% | Added |
| Cresset Asset Management, LLC | 12,560 | $132.4K | 0.00% | +1,033+9.0% | Added |
| Cerity Partners LLC | 12,522 | $132.0K | 0.00% | −2,171−14.8% | Reduced |
| RFG Advisory, LLC | 12,467 | $131.4K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,447 | $131.0K | 0.01% | −165−1.3% | Reduced |
| Yousif Capital Management, LLC | 11,715 | $123.5K | 0.00% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 11,597 | $122.2K | 0.02% | +94+0.8% | Added |
| Wells Fargo & Company | 11,425 | $120.4K | 0.00% | −489−4.1% | Reduced |
| Quadrant Capital Group LLC | 11,419 | $120.4K | 0.01% | +1,306+12.9% | Added |
| D. E. Shaw & Co., Inc. | 10,598 | $111.7K | 0.00% | −5,800−35.4% | Reduced |
| Mercer Global Advisors Inc | 10,181 | $107.0K | 0.00% | +10,181 | New |
| Old Mission Capital LLC | 10,133 | $106.8K | 0.00% | −173,281−94.5% | Reduced |
| IFP Advisors, Inc | 10,034 | $105.8K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 9,485 | $100.0K | 0.00% | +9,485 | New |
| Rhumbline Advisers | 8,169 | $86.1K | 0.00% | +400+5.1% | Added |
| BNP Paribas Arbitrage, SA | 7,600 | $80.1K | 0.00% | +7,600 | New |
| Addison Advisors LLC | 7,000 | $73.8K | 0.03% | +220+3.2% | Added |
| Lazard Asset Management LLC | 5,724 | $60.0K | 0.00% | −7,469−56.6% | Reduced |
| Parallel Advisors, LLC | 5,383 | $56.7K | 0.00% | +544+11.2% | Added |
| Citigroup Inc | 5,024 | $53.0K | 0.00% | +26+0.5% | Added |
| Aquatic Capital Management LLC | 4,700 | $50.0K | 0.00% | +2,900+161.1% | Added |
| Lindbrook Capital, LLC | 3,695 | $38.9K | 0.00% | +64+1.8% | Added |
| Whittier Trust Co | 2,957 | $31.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,613 | $27.5K | 0.00% | −245−8.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,087 | $22.0K | 0.00% | −54−2.5% | Reduced |
| Allworth Financial LP | 2,063 | $21.7K | 0.00% | +1,904+1,197.5% | Added |
| CWM, LLC | 2,024 | $21.0K | 0.00% | +369+22.3% | Added |
| EverSource Wealth Advisors, LLC | 1,536 | $16.2K | 0.00% | −664−30.2% | Reduced |
| Glassman Wealth Services | 1,471 | $15.5K | 0.00% | +134+10.0% | Added |
| AdvisorNet Financial, Inc | 1,309 | $13.8K | 0.00% | +1,309 | New |
| Fifth Third Bancorp | 1,067 | $11.2K | 0.00% | −310−22.5% | Reduced |
| Tower Research Capital LLC (TRC) | 884 | $9.32K | 0.00% | −472−34.8% | Reduced |
| Royal Bank of Canada | 832 | $9.00K | 0.00% | +399+92.1% | Added |
| GHP Investment Advisors, Inc. | 675 | $7.40K | 0.00% | +6+0.9% | Added |
| Umb Bank N A | 522 | $5.50K | 0.00% | +105+25.2% | Added |
| Zions Bancorporation, N.A. | 444 | $4.68K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 437 | $4.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 365 | $3.85K | 0.00% | −31−7.8% | Reduced |