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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $234 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 22 | $270 | 0.00% | +22 | New |
| Abound Wealth Management | 32 | $394 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 34 | $418 | 0.00% | +11+47.8% | Added |
| Sofos Investments, Inc. | 38 | $471 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $762 | 0.00% | +62 | New |
| Harbour Investments, Inc. | 79 | $971 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 86 | $1.06K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 104 | $1.27K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 133 | $1.64K | 0.00% | +133 | New |
| GW&K Investment Management, LLC | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 191 | $2.35K | 0.00% | +191 | New |
| Parkside Financial Bank & Trust | 236 | $2.90K | 0.00% | +236 | New |
| Global Retirement Partners, LLC | 257 | $3.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 266 | $3.27K | 0.00% | +20+8.1% | Added |
| BKM Wealth Management, LLC | 367 | $4.51K | 0.00% | +367 | New |
| Farther Finance Advisors, LLC | 387 | $4.76K | 0.00% | +353+1,038.2% | Added |
| Russell Investments Group, Ltd. | 410 | $5.04K | 0.00% | +349+572.1% | Added |
| Bell Investment Advisors, Inc | 428 | $5.26K | 0.00% | +63+17.3% | Added |
| Eagle Bay Advisors LLC | 437 | $5.37K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 444 | $5.46K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 467 | $5.74K | 0.00% | −55−10.5% | Reduced |
| Rothschild Investment LLC | 519 | $6.38K | 0.00% | +519 | New |
| Royal Bank of Canada | 591 | $7.00K | 0.00% | −241−29.0% | Reduced |
| GHP Investment Advisors, Inc. | 675 | $8.29K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 790 | $9.71K | 0.01% | +790 | New |
| Bruce G. Allen Investments, LLC | 1,118 | $13.7K | 0.01% | +1,118 | New |
| Ronald Blue Trust, Inc. | 1,395 | $14.0K | 0.00% | −692−33.2% | Reduced |
| IFP Advisors, Inc | 1,153 | $14.2K | 0.00% | −8,881−88.5% | Reduced |
| Aquatic Capital Management LLC | 1,200 | $15.0K | 0.00% | −3,500−74.5% | Reduced |
| Fifth Third Bancorp | 1,267 | $15.6K | 0.00% | +200+18.7% | Added |
| EverSource Wealth Advisors, LLC | 1,283 | $15.8K | 0.00% | −253−16.5% | Reduced |
| AdvisorNet Financial, Inc | 1,309 | $16.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,471 | $18.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,529 | $18.7K | 0.01% | +1,529 | New |
| Allworth Financial LP | 2,126 | $26.1K | 0.00% | +63+3.1% | Added |
| CWM, LLC | 2,207 | $27.0K | 0.00% | +183+9.0% | Added |
| Proequities, Inc. | 2,239 | $27.5K | 0.00% | −374−14.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,382 | $29.3K | 0.00% | +1,498+169.5% | Added |
| Whittier Trust Co | 2,957 | $36.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,729 | $45.8K | 0.00% | +34+0.9% | Added |
| Citigroup Inc | 4,934 | $60.6K | 0.00% | −90−1.8% | Reduced |
| Lazard Asset Management LLC | 5,430 | $66.0K | 0.00% | −294−5.1% | Reduced |
| Parallel Advisors, LLC | 5,399 | $66.4K | 0.00% | +16+0.3% | Added |
| JPMorgan Chase & Co | 6,935 | $85.2K | 0.00% | −6,414−48.0% | Reduced |
| Addison Advisors LLC | 7,098 | $87.2K | 0.03% | +98+1.4% | Added |
| Rhumbline Advisers | 8,057 | $99.0K | 0.00% | −112−1.4% | Reduced |
| Barometer Capital Management Inc. | 9,700 | $119.2K | 0.03% | +9,700 | New |
| National Wealth Management Group, LLC | 10,228 | $125.7K | 0.12% | +10,228 | New |
| Wells Fargo & Company | 10,256 | $126.0K | 0.00% | −1,169−10.2% | Reduced |
| Glenmede Trust Co NA | 10,680 | $131.3K | 0.00% | +10,680 | New |
| NFP Retirement, Inc. | 11,597 | $142.5K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,715 | $144.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 12,050 | $148.1K | 0.00% | −4,187−25.8% | Reduced |
| Mercer Global Advisors Inc | 12,175 | $150.0K | 0.00% | +1,994+19.6% | Added |
| Lake Street Advisors Group, LLC | 12,596 | $154.8K | 0.01% | +149+1.2% | Added |
| Sequoia Financial Advisors, LLC | 13,359 | $164.2K | 0.00% | +44+0.3% | Added |
| Quadrant Capital Group LLC | 13,473 | $165.6K | 0.01% | +2,054+18.0% | Added |
| JJJ Advisors Inc. | 13,638 | $167.6K | 0.04% | +625+4.8% | Added |
| Crane Advisory, LLC | 13,705 | $169.7K | 0.04% | +13,705 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 13,883 | $170.6K | 0.00% | +13,883 | New |
| Cresset Asset Management, LLC | 13,945 | $171.4K | 0.00% | +1,385+11.0% | Added |
| Simon Quick Advisors, LLC | 14,276 | $175.5K | 0.02% | +37+0.3% | Added |
| Great Waters Wealth Management | 14,506 | $178.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 14,524 | $178.5K | 0.00% | +644+4.6% | Added |
| Mather Group, LLC. | 14,745 | $181.2K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 14,794 | $181.8K | 0.04% | −14,636−49.7% | Reduced |
| United Capital Financial Advisers, LLC | 15,210 | $186.9K | 0.00% | +15,210 | New |
| Fca Corp | 16,000 | $196.6K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 16,309 | $200.4K | 0.01% | +3,015+22.7% | Added |
| First Affirmative Financial Network | 16,519 | $203.0K | 0.16% | +1,328+8.7% | Added |
| Evergreen Capital Management LLC | 16,680 | $205.0K | 0.01% | −235−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 16,701 | $205.3K | 0.00% | +6,103+57.6% | Added |
| Cerity Partners LLC | 16,751 | $205.9K | 0.00% | +4,229+33.8% | Added |
| Eqis Capital Management, Inc. | 17,467 | $214.7K | 0.02% | −2,034−10.4% | Reduced |
| Advisor Group Holdings, Inc. | 17,695 | $217.5K | 0.00% | −12,437−41.3% | Reduced |
| QRG Capital Management, Inc. | 18,159 | $223.2K | 0.00% | +1,403+8.4% | Added |
| Ballentine Partners, LLC | 20,594 | $253.1K | 0.01% | +2,849+16.1% | Added |
| XTX Topco Ltd | 20,835 | $256.1K | 0.06% | +20,835 | New |
| Ameriprise Financial Inc | 21,268 | $261.4K | 0.00% | −225−1.0% | Reduced |
| Franklin Resources Inc | 22,207 | $272.9K | 0.00% | +3,521+18.8% | Added |
| Two Sigma Advisers, LP | 23,000 | $282.7K | 0.00% | +23,000 | New |
| Syon Capital LLC | 23,447 | $288.2K | 0.03% | +23,447 | New |
| Veriti Management LLC | 24,334 | $299.1K | 0.03% | +6,378+35.5% | Added |
| Vident Advisory, LLC | 25,763 | $316.6K | 0.01% | +6,762+35.6% | Added |
| JNBA Financial Advisors | 27,462 | $337.5K | 0.04% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 28,941 | $356.0K | 0.12% | +28+0.1% | Added |
| Atlas Capital Advisors LLC | 29,844 | $366.8K | 0.05% | +9,146+44.2% | Added |
| 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 |
| The PNC Financial Services Group, Inc. | 36,080 | $443.4K | 0.00% | −2,835−7.3% | Reduced |
| Charles Schwab Investment Management Inc | 39,390 | $484.1K | 0.00% | +14,518+58.4% | Added |
| Schonfeld Strategic Advisors LLC | 42,700 | $524.8K | 0.00% | −4,300−9.1% | Reduced |
| Creative Planning | 46,263 | $568.6K | 0.00% | +4,796+11.6% | Added |
| Bank of New York Mellon Corp | 48,787 | $599.6K | 0.00% | +7,442+18.0% | Added |
| American Century Companies Inc | 51,949 | $638.5K | 0.00% | +508+1.0% | Added |
| CI Private Wealth, LLC | 52,642 | $647.0K | 0.00% | −147−0.3% | Reduced |
| Envestnet Asset Management Inc | 52,653 | $647.1K | 0.00% | −6,788−11.4% | Reduced |
| US Bancorp | 53,600 | $658.7K | 0.00% | +6,285+13.3% | Added |