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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $201 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 23 | $243 | 0.00% | +18+360.0% | Added |
| Abound Wealth Management | 32 | $338 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34 | $358 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 38 | $441 | 0.00% | +28+280.0% | Added |
| Russell Investments Group, Ltd. | 61 | $643 | 0.00% | −152,019−100.0% | Reduced |
| Harbour Investments, Inc. | 79 | $833 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 86 | $906 | 0.00% | −272−76.0% | Reduced |
| GW&K Investment Management, LLC | 130 | $1.00K | 0.00% | +26+25.0% | Added |
| Newbridge Financial Services Group, Inc. | 104 | $1.09K | 0.00% | +1+1.0% | Added |
| Column Capital Advisors, LLC | 134 | $1.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 246 | $2.59K | 0.00% | +6+2.5% | Added |
| Global Retirement Partners, LLC | 257 | $2.71K | 0.00% | +47+22.4% | Added |
| Bollard Group LLC | 245 | $3.00K | 0.00% | +2+0.8% | Added |
| KB Financial Partners, LLC | 273 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 365 | $3.85K | 0.00% | −31−7.8% | Reduced |
| Eagle Bay Advisors LLC | 437 | $4.61K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 444 | $4.68K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 522 | $5.50K | 0.00% | +105+25.2% | Added |
| GHP Investment Advisors, Inc. | 675 | $7.40K | 0.00% | +6+0.9% | Added |
| Royal Bank of Canada | 832 | $9.00K | 0.00% | +399+92.1% | Added |
| Tower Research Capital LLC (TRC) | 884 | $9.32K | 0.00% | −472−34.8% | Reduced |
| Fifth Third Bancorp | 1,067 | $11.2K | 0.00% | −310−22.5% | Reduced |
| AdvisorNet Financial, Inc | 1,309 | $13.8K | 0.00% | +1,309 | New |
| Glassman Wealth Services | 1,471 | $15.5K | 0.00% | +134+10.0% | Added |
| EverSource Wealth Advisors, LLC | 1,536 | $16.2K | 0.00% | −664−30.2% | Reduced |
| CWM, LLC | 2,024 | $21.0K | 0.00% | +369+22.3% | Added |
| Allworth Financial LP | 2,063 | $21.7K | 0.00% | +1,904+1,197.5% | Added |
| Ronald Blue Trust, Inc. | 2,087 | $22.0K | 0.00% | −54−2.5% | Reduced |
| Proequities, Inc. | 2,613 | $27.5K | 0.00% | −245−8.6% | Reduced |
| Whittier Trust Co | 2,957 | $31.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,695 | $38.9K | 0.00% | +64+1.8% | Added |
| Aquatic Capital Management LLC | 4,700 | $50.0K | 0.00% | +2,900+161.1% | Added |
| Citigroup Inc | 5,024 | $53.0K | 0.00% | +26+0.5% | Added |
| Parallel Advisors, LLC | 5,383 | $56.7K | 0.00% | +544+11.2% | Added |
| Lazard Asset Management LLC | 5,724 | $60.0K | 0.00% | −7,469−56.6% | Reduced |
| Addison Advisors LLC | 7,000 | $73.8K | 0.03% | +220+3.2% | Added |
| BNP Paribas Arbitrage, SA | 7,600 | $80.1K | 0.00% | +7,600 | New |
| Rhumbline Advisers | 8,169 | $86.1K | 0.00% | +400+5.1% | Added |
| Qube Research & Technologies Ltd | 9,485 | $100.0K | 0.00% | +9,485 | New |
| IFP Advisors, Inc | 10,034 | $105.8K | 0.00% | 00.0% | Unchanged |
| Old Mission Capital LLC | 10,133 | $106.8K | 0.00% | −173,281−94.5% | Reduced |
| Mercer Global Advisors Inc | 10,181 | $107.0K | 0.00% | +10,181 | New |
| D. E. Shaw & Co., Inc. | 10,598 | $111.7K | 0.00% | −5,800−35.4% | Reduced |
| Quadrant Capital Group LLC | 11,419 | $120.4K | 0.01% | +1,306+12.9% | Added |
| Wells Fargo & Company | 11,425 | $120.4K | 0.00% | −489−4.1% | Reduced |
| NFP Retirement, Inc. | 11,597 | $122.2K | 0.02% | +94+0.8% | Added |
| Yousif Capital Management, LLC | 11,715 | $123.5K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,447 | $131.0K | 0.01% | −165−1.3% | Reduced |
| RFG Advisory, LLC | 12,467 | $131.4K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,522 | $132.0K | 0.00% | −2,171−14.8% | Reduced |
| Cresset Asset Management, LLC | 12,560 | $132.4K | 0.00% | +1,033+9.0% | Added |
| JJJ Advisors Inc. | 13,013 | $137.2K | 0.04% | +1,198+10.1% | Added |
| Ellevest, Inc. | 13,294 | $140.1K | 0.01% | +3,046+29.7% | Added |
| Sequoia Financial Advisors, LLC | 13,315 | $140.3K | 0.00% | +13,315 | New |
| JPMorgan Chase & Co | 13,349 | $140.7K | 0.00% | −467,613−97.2% | Reduced |
| Signaturefd, LLC | 13,880 | $146.3K | 0.00% | +4,098+41.9% | Added |
| Simon Quick Advisors, LLC | 14,239 | $150.1K | 0.01% | +157+1.1% | Added |
| Mather Group, LLC. | 14,745 | $155.4K | 0.00% | 00.0% | Unchanged |
| Great Waters Wealth Management | 14,506 | $156.5K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 15,191 | $160.1K | 0.16% | +4,798+46.2% | Added |
| Fca Corp | 16,000 | $168.6K | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 16,237 | $171.1K | 0.00% | −4,711−22.5% | Reduced |
| QRG Capital Management, Inc. | 16,756 | $176.6K | 0.00% | +16,756 | New |
| Evergreen Capital Management LLC | 16,915 | $178.3K | 0.01% | +564+3.4% | Added |
| Ballentine Partners, LLC | 17,745 | $187.0K | 0.00% | +1,086+6.5% | Added |
| Veriti Management LLC | 17,956 | $189.3K | 0.02% | −349−1.9% | Reduced |
| Franklin Resources Inc | 18,686 | $197.0K | 0.00% | +39+0.2% | Added |
| Vident Advisory, LLC | 19,001 | $200.3K | 0.01% | +19,001 | New |
| Eqis Capital Management, Inc. | 19,501 | $205.5K | 0.03% | −4,014−17.1% | Reduced |
| Atlas Capital Advisors LLC | 20,698 | $218.2K | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 21,279 | $224.3K | 0.00% | +4,942+30.3% | Added |
| Ameriprise Financial Inc | 21,493 | $226.5K | 0.00% | −26,667−55.4% | Reduced |
| Summit Global Investments | 23,258 | $245.0K | 0.02% | −19,092−45.1% | Reduced |
| Charles Schwab Investment Management Inc | 24,872 | $262.2K | 0.00% | +14,064+130.1% | Added |
| JNBA Financial Advisors | 27,462 | $289.4K | 0.04% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 28,913 | $304.0K | 0.15% | +28,913 | New |
| Principal Street Partners, LLC | 29,430 | $310.2K | 0.06% | +14,715+100.0% | Added |
| Advisor Group Holdings, Inc. | 30,132 | $317.6K | 0.00% | +9,536+46.3% | Added |
| 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 |
| The PNC Financial Services Group, Inc. | 38,915 | $410.2K | 0.00% | −5,230−11.8% | Reduced |
| Bank of New York Mellon Corp | 41,345 | $435.8K | 0.00% | +6,025+17.1% | Added |
| Creative Planning | 41,467 | $437.1K | 0.00% | +18,356+79.4% | Added |
| Schonfeld Strategic Advisors LLC | 47,000 | $495.4K | 0.00% | +47,000 | New |
| US Bancorp | 47,315 | $498.7K | 0.00% | +1,223+2.7% | Added |
| Hartford Investment Management Co | 50,897 | $536.5K | 0.02% | −4,325−7.8% | Reduced |
| Quantinno Capital Management LP | 51,411 | $542.0K | 0.02% | +16,097+45.6% | Added |
| American Century Companies Inc | 51,441 | $542.2K | 0.00% | +1,737+3.5% | Added |
| Millennium Management LLC | 52,566 | $554.0K | 0.00% | +11,177+27.0% | Added |
| CI Private Wealth, LLC | 52,789 | $556.4K | 0.00% | −10,726−16.9% | Reduced |
| Advisor Partners II, LLC | 57,644 | $607.6K | 0.02% | +818+1.4% | Added |
| Wetherby Asset Management Inc | 57,765 | $608.8K | 0.03% | +3,474+6.4% | Added |
| JustInvest LLC | 58,275 | $614.2K | 0.02% | −17,600−23.2% | Reduced |
| Envestnet Asset Management Inc | 59,441 | $626.5K | 0.00% | −48,655−45.0% | Reduced |
| HighTower Advisors, LLC | 63,030 | $665.0K | 0.00% | −471−0.7% | Reduced |
| Natixis Advisors, L.P. | 72,604 | $765.0K | 0.00% | +1,743+2.5% | Added |
| Crossmark Global Holdings, Inc. | 75,005 | $821.0K | 0.02% | −180−0.2% | Reduced |
| Ethic Inc. | 97,734 | $1.03M | 0.04% | +25,380+35.1% | Added |