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, Q4 2023
Institutional positions in Pearson PLC as of Dec 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
- 125
- +12 vs. Q3 2023
- Shares held
- 14.8M
- −555.2K (−3.6%) vs. Q3 2023
- Total value
- $182.1M
- +$20.0M (+12.3%) vs. Q3 2023
- New holders
- 22
- 47 more added
- Sold out
- 10
- 33 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,544,600 | $31.3M | 0.00% | −118,513−4.5% | Reduced |
| Dimensional Fund Advisors LP | 2,283,779 | $28.1M | 0.01% | −54,782−2.3% | Reduced |
| Goldman Sachs Group Inc | 2,239,694 | $27.5M | 0.01% | +142,801+6.8% | Added |
| BlackRock Inc. | 1,782,155 | $21.9M | 0.00% | +113,326+6.8% | Added |
| Arrowstreet Capital, Limited Partnership | 771,313 | $9.48M | 0.01% | +771,313 | New |
| UBS Group AG | 496,739 | $6.10M | 0.00% | −1,540−0.3% | Reduced |
| LMR Partners LLP | 463,456 | $5.70M | 0.14% | 00.0% | Unchanged |
| 13D Management LLC | 440,384 | $5.41M | 3.18% | −317,199−41.9% | Reduced |
| Northern Trust Corp | 395,020 | $4.85M | 0.00% | +3,544+0.9% | Added |
| Geode Capital Management, LLC | 294,486 | $3.62M | 0.00% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 270,333 | $3.32M | 1.25% | −76,185−22.0% | Reduced |
| FMR LLC | 229,366 | $2.82M | 0.00% | +32,162+16.3% | Added |
| Optiver Holding B.V. | 228,078 | $2.80M | 0.08% | −440,052−65.9% | Reduced |
| Mariner, LLC | 168,569 | $2.07M | 0.00% | +36,052+27.2% | Added |
| Citadel Advisors LLC | 160,578 | $1.97M | 0.00% | +58,451+57.2% | Added |
| Renaissance Technologies LLC | 106,400 | $1.31M | 0.00% | +106,400 | New |
| Ethic Inc. | 106,094 | $1.30M | 0.04% | +8,360+8.6% | Added |
| Bank of America Corp | 91,462 | $1.12M | 0.00% | −6,597−6.7% | Reduced |
| Quantinno Capital Management LP | 89,739 | $1.10M | 0.04% | +38,328+74.6% | Added |
| Natixis Advisors, L.P. | 83,497 | $1.03M | 0.00% | +10,893+15.0% | Added |
| Crossmark Global Holdings, Inc. | 83,338 | $1.02M | 0.02% | +8,333+11.1% | Added |
| HighTower Advisors, LLC | 62,286 | $763.0K | 0.00% | −744−1.2% | Reduced |
| Wetherby Asset Management Inc | 60,757 | $746.7K | 0.04% | +2,992+5.2% | Added |
| JustInvest LLC | 56,998 | $700.5K | 0.02% | −1,277−2.2% | Reduced |
| Pathstone Holdings, LLC | 55,827 | $686.1K | 0.00% | +55,827 | New |
| US Bancorp | 53,600 | $658.7K | 0.00% | +6,285+13.3% | Added |
| Envestnet Asset Management Inc | 52,653 | $647.1K | 0.00% | −6,788−11.4% | Reduced |
| CI Private Wealth, LLC | 52,642 | $647.0K | 0.00% | −147−0.3% | Reduced |
| American Century Companies Inc | 51,949 | $638.5K | 0.00% | +508+1.0% | Added |
| Bank of New York Mellon Corp | 48,787 | $599.6K | 0.00% | +7,442+18.0% | Added |
| Creative Planning | 46,263 | $568.6K | 0.00% | +4,796+11.6% | Added |
| Schonfeld Strategic Advisors LLC | 42,700 | $524.8K | 0.00% | −4,300−9.1% | Reduced |
| Charles Schwab Investment Management Inc | 39,390 | $484.1K | 0.00% | +14,518+58.4% | Added |
| The PNC Financial Services Group, Inc. | 36,080 | $443.4K | 0.00% | −2,835−7.3% | Reduced |
| Brinker Capital Investments, LLC | 33,166 | $414.9K | 0.00% | −2,200−6.2% | Reduced |
| Orion Portfolio Solutions, LLC | 33,166 | $414.9K | 0.00% | −2,200−6.2% | Reduced |
| Atlas Capital Advisors LLC | 29,844 | $366.8K | 0.05% | +9,146+44.2% | Added |
| Lester Murray Antman dba SimplyRich | 28,941 | $356.0K | 0.12% | +28+0.1% | Added |
| JNBA Financial Advisors | 27,462 | $337.5K | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 25,763 | $316.6K | 0.01% | +6,762+35.6% | Added |
| Veriti Management LLC | 24,334 | $299.1K | 0.03% | +6,378+35.5% | Added |
| Syon Capital LLC | 23,447 | $288.2K | 0.03% | +23,447 | New |
| Two Sigma Advisers, LP | 23,000 | $282.7K | 0.00% | +23,000 | New |
| Franklin Resources Inc | 22,207 | $272.9K | 0.00% | +3,521+18.8% | Added |
| Ameriprise Financial Inc | 21,268 | $261.4K | 0.00% | −225−1.0% | Reduced |
| XTX Topco Ltd | 20,835 | $256.1K | 0.06% | +20,835 | New |
| Ballentine Partners, LLC | 20,594 | $253.1K | 0.01% | +2,849+16.1% | Added |
| QRG Capital Management, Inc. | 18,159 | $223.2K | 0.00% | +1,403+8.4% | Added |
| Advisor Group Holdings, Inc. | 17,695 | $217.5K | 0.00% | −12,437−41.3% | Reduced |
| Eqis Capital Management, Inc. | 17,467 | $214.7K | 0.02% | −2,034−10.4% | Reduced |
| Cerity Partners LLC | 16,751 | $205.9K | 0.00% | +4,229+33.8% | Added |
| D. E. Shaw & Co., Inc. | 16,701 | $205.3K | 0.00% | +6,103+57.6% | Added |
| Evergreen Capital Management LLC | 16,680 | $205.0K | 0.01% | −235−1.4% | Reduced |
| First Affirmative Financial Network | 16,519 | $203.0K | 0.16% | +1,328+8.7% | Added |
| Ellevest, Inc. | 16,309 | $200.4K | 0.01% | +3,015+22.7% | Added |
| Fca Corp | 16,000 | $196.6K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 15,210 | $186.9K | 0.00% | +15,210 | New |
| Principal Street Partners, LLC | 14,794 | $181.8K | 0.04% | −14,636−49.7% | Reduced |
| Mather Group, LLC. | 14,745 | $181.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 14,524 | $178.5K | 0.00% | +644+4.6% | Added |
| Great Waters Wealth Management | 14,506 | $178.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 14,276 | $175.5K | 0.02% | +37+0.3% | Added |
| Cresset Asset Management, LLC | 13,945 | $171.4K | 0.00% | +1,385+11.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,883 | $170.6K | 0.00% | +13,883 | New |
| Crane Advisory, LLC | 13,705 | $169.7K | 0.04% | +13,705 | New |
| JJJ Advisors Inc. | 13,638 | $167.6K | 0.04% | +625+4.8% | Added |
| Quadrant Capital Group LLC | 13,473 | $165.6K | 0.01% | +2,054+18.0% | Added |
| Sequoia Financial Advisors, LLC | 13,359 | $164.2K | 0.00% | +44+0.3% | Added |
| Lake Street Advisors Group, LLC | 12,596 | $154.8K | 0.01% | +149+1.2% | Added |
| Mercer Global Advisors Inc | 12,175 | $150.0K | 0.00% | +1,994+19.6% | Added |
| Advisors Asset Management, Inc. | 12,050 | $148.1K | 0.00% | −4,187−25.8% | Reduced |
| Yousif Capital Management, LLC | 11,715 | $144.0K | 0.00% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 11,597 | $142.5K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,680 | $131.3K | 0.00% | +10,680 | New |
| Wells Fargo & Company | 10,256 | $126.0K | 0.00% | −1,169−10.2% | Reduced |
| National Wealth Management Group, LLC | 10,228 | $125.7K | 0.12% | +10,228 | New |
| Barometer Capital Management Inc. | 9,700 | $119.2K | 0.03% | +9,700 | New |
| Rhumbline Advisers | 8,057 | $99.0K | 0.00% | −112−1.4% | Reduced |
| Addison Advisors LLC | 7,098 | $87.2K | 0.03% | +98+1.4% | Added |
| JPMorgan Chase & Co | 6,935 | $85.2K | 0.00% | −6,414−48.0% | Reduced |
| Parallel Advisors, LLC | 5,399 | $66.4K | 0.00% | +16+0.3% | Added |
| Lazard Asset Management LLC | 5,430 | $66.0K | 0.00% | −294−5.1% | Reduced |
| Citigroup Inc | 4,934 | $60.6K | 0.00% | −90−1.8% | Reduced |
| Lindbrook Capital, LLC | 3,729 | $45.8K | 0.00% | +34+0.9% | Added |
| Whittier Trust Co | 2,957 | $36.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,382 | $29.3K | 0.00% | +1,498+169.5% | Added |
| Proequities, Inc. | 2,239 | $27.5K | 0.00% | −374−14.3% | Reduced |
| CWM, LLC | 2,207 | $27.0K | 0.00% | +183+9.0% | Added |
| Allworth Financial LP | 2,126 | $26.1K | 0.00% | +63+3.1% | Added |
| GAMMA Investing LLC | 1,529 | $18.7K | 0.01% | +1,529 | New |
| Glassman Wealth Services | 1,471 | $18.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,309 | $16.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,283 | $15.8K | 0.00% | −253−16.5% | Reduced |
| Fifth Third Bancorp | 1,267 | $15.6K | 0.00% | +200+18.7% | Added |
| Aquatic Capital Management LLC | 1,200 | $15.0K | 0.00% | −3,500−74.5% | Reduced |
| IFP Advisors, Inc | 1,153 | $14.2K | 0.00% | −8,881−88.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,395 | $14.0K | 0.00% | −692−33.2% | Reduced |
| Bruce G. Allen Investments, LLC | 1,118 | $13.7K | 0.01% | +1,118 | New |
| WealthCollab, LLC | 790 | $9.71K | 0.01% | +790 | New |
| GHP Investment Advisors, Inc. | 675 | $8.29K | 0.00% | 00.0% | Unchanged |