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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 591 | $7.00K | 0.00% | −241−29.0% | Reduced |
| Rothschild Investment LLC | 519 | $6.38K | 0.00% | +519 | New |
| Umb Bank N A | 467 | $5.74K | 0.00% | −55−10.5% | Reduced |
| Zions Bancorporation, N.A. | 444 | $5.46K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 437 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 428 | $5.26K | 0.00% | +63+17.3% | Added |
| Russell Investments Group, Ltd. | 410 | $5.04K | 0.00% | +349+572.1% | Added |
| Farther Finance Advisors, LLC | 387 | $4.76K | 0.00% | +353+1,038.2% | Added |
| BKM Wealth Management, LLC | 367 | $4.51K | 0.00% | +367 | New |
| JFS Wealth Advisors, LLC | 266 | $3.27K | 0.00% | +20+8.1% | Added |
| Global Retirement Partners, LLC | 257 | $3.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 236 | $2.90K | 0.00% | +236 | New |
| CVA Family Office, LLC | 191 | $2.35K | 0.00% | +191 | New |
| GW&K Investment Management, LLC | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 133 | $1.64K | 0.00% | +133 | New |
| Newbridge Financial Services Group, Inc. | 104 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 86 | $1.06K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 79 | $971 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $762 | 0.00% | +62 | New |
| Sofos Investments, Inc. | 38 | $471 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 34 | $418 | 0.00% | +11+47.8% | Added |
| Abound Wealth Management | 32 | $394 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 22 | $270 | 0.00% | +22 | New |
| True Wealth Design, LLC | 19 | $234 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −898,675−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −52,566−100.0% | Sold out |
| Hartford Investment Management Co | 0 | $0 | 0.00% | −50,897−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −23,258−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −21,279−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −12,467−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −10,133−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −9,485−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |