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, Q1 2024
Institutional positions in Pearson PLC as of Mar 31, 2024. 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
- 135
- +10 vs. Q4 2023
- Shares held
- 17.9M
- +3.03M (+20.5%) vs. Q4 2023
- Total value
- $234.8M
- +$52.7M (+28.9%) vs. Q4 2023
- New holders
- 20
- 57 more added
- Sold out
- 10
- 28 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,832,576 | $37.3M | 0.00% | +287,976+11.3% | Added |
| Goldman Sachs Group Inc | 2,226,687 | $29.3M | 0.01% | −13,007−0.6% | Reduced |
| Dimensional Fund Advisors LP | 1,988,177 | $26.2M | 0.01% | −295,602−12.9% | Reduced |
| BlackRock Inc. | 1,882,978 | $24.8M | 0.00% | +100,823+5.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,587,124 | $20.9M | 0.02% | +815,811+105.8% | Added |
| Invesco Ltd. | 1,202,876 | $15.8M | 0.00% | +1,202,876 | New |
| UBS Group AG | 492,683 | $6.48M | 0.00% | −4,056−0.8% | Reduced |
| LMR Partners LLP | 463,456 | $6.10M | 0.16% | 00.0% | Unchanged |
| 13D Management LLC | 440,881 | $5.80M | 3.54% | +497+0.1% | Added |
| Optiver Holding B.V. | 412,752 | $5.43M | 0.23% | +184,674+81.0% | Added |
| Northern Trust Corp | 394,793 | $5.20M | 0.00% | −227−0.1% | Reduced |
| Henry James International Management, Inc. | 296,744 | $3.91M | 1.20% | +26,411+9.8% | Added |
| Geode Capital Management, LLC | 294,486 | $3.88M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 250,400 | $3.29M | 0.01% | +144,000+135.3% | Added |
| FMR LLC | 236,600 | $3.11M | 0.00% | +7,234+3.2% | Added |
| HSBC Holdings PLC | 188,000 | $2.47M | 0.00% | +188,000 | New |
| Millennium Management LLC | 179,241 | $2.36M | 0.00% | +179,241 | New |
| Mariner, LLC | 173,620 | $2.28M | 0.00% | +5,051+3.0% | Added |
| Ethic Inc. | 116,053 | $1.53M | 0.04% | +9,959+9.4% | Added |
| Quantinno Capital Management LP | 100,779 | $1.33M | 0.03% | +11,040+12.3% | Added |
| Pathstone Holdings, LLC | 90,354 | $1.19M | 0.01% | +34,527+61.8% | Added |
| Crossmark Global Holdings, Inc. | 89,316 | $1.18M | 0.02% | +5,978+7.2% | Added |
| Natixis Advisors, L.P. | 82,326 | $1.08M | 0.00% | −1,171−1.4% | Reduced |
| Bank of America Corp | 74,088 | $975.0K | 0.00% | −17,374−19.0% | Reduced |
| JustInvest LLC | 67,453 | $887.7K | 0.02% | +10,455+18.3% | Added |
| HighTower Advisors, LLC | 64,024 | $843.0K | 0.00% | +1,738+2.8% | Added |
| Wetherby Asset Management Inc | 61,175 | $805.1K | 0.04% | +418+0.7% | Added |
| CI Private Wealth, LLC | 53,687 | $706.5K | 0.00% | +1,045+2.0% | Added |
| Envestnet Asset Management Inc | 52,500 | $690.9K | 0.00% | −153−0.3% | Reduced |
| Creative Planning | 52,417 | $689.8K | 0.00% | +6,154+13.3% | Added |
| American Century Companies Inc | 51,949 | $683.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 51,352 | $675.8K | 0.00% | −2,248−4.2% | Reduced |
| Bank of New York Mellon Corp | 49,342 | $649.3K | 0.00% | +555+1.1% | Added |
| Citadel Advisors LLC | 49,318 | $649.0K | 0.00% | −111,260−69.3% | Reduced |
| Charles Schwab Investment Management Inc | 48,915 | $643.7K | 0.00% | +9,525+24.2% | Added |
| Cubist Systematic Strategies, LLC | 46,878 | $616.9K | 0.01% | +46,878 | New |
| Russell Investments Group, Ltd. | 39,785 | $523.6K | 0.00% | +39,375+9,603.7% | Added |
| Vident Advisory, LLC | 35,973 | $473.4K | 0.01% | +10,210+39.6% | Added |
| Brinker Capital Investments, LLC | 34,837 | $458.5K | 0.00% | +1,671+5.0% | Added |
| Orion Portfolio Solutions, LLC | 34,837 | $458.5K | 0.00% | +1,671+5.0% | Added |
| Cerity Partners LLC | 33,938 | $446.6K | 0.00% | +17,187+102.6% | Added |
| The PNC Financial Services Group, Inc. | 33,582 | $441.9K | 0.00% | −2,498−6.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 31,440 | $414.0K | 0.13% | +2,499+8.6% | Added |
| Genus Capital Management Inc. | 30,300 | $398.7K | 0.05% | +30,300 | New |
| Atlas Capital Advisors LLC | 28,187 | $370.9K | 0.06% | −1,657−5.6% | Reduced |
| JNBA Financial Advisors | 27,462 | $361.4K | 0.04% | 00.0% | Unchanged |
| Trexquant Investment LP | 25,776 | $339.2K | 0.01% | +25,776 | New |
| Schonfeld Strategic Advisors LLC | 25,500 | $335.6K | 0.00% | −17,200−40.3% | Reduced |
| Ballentine Partners, LLC | 24,465 | $322.0K | 0.01% | +3,871+18.8% | Added |
| Syon Capital LLC | 24,382 | $320.9K | 0.03% | +935+4.0% | Added |
| Alaska Permanent Fund Corp | 23,729 | $312.3K | 0.00% | +23,729 | New |
| Barometer Capital Management Inc. | 25,611 | $311.9K | 0.08% | +15,911+164.0% | Added |
| Two Sigma Advisers, LP | 23,000 | $302.7K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 22,636 | $297.9K | 0.02% | −1,698−7.0% | Reduced |
| Jane Street Group, LLC | 20,724 | $272.7K | 0.00% | +20,724 | New |
| Franklin Resources Inc | 20,509 | $269.9K | 0.00% | −1,698−7.6% | Reduced |
| Cresset Asset Management, LLC | 19,483 | $260.2K | 0.00% | +5,538+39.7% | Added |
| Ameriprise Financial Inc | 19,129 | $254.7K | 0.00% | −2,139−10.1% | Reduced |
| QRG Capital Management, Inc. | 18,771 | $247.0K | 0.00% | +612+3.4% | Added |
| Evergreen Capital Management LLC | 17,433 | $232.9K | 0.01% | +753+4.5% | Added |
| Old Mission Capital LLC | 17,649 | $232.3K | 0.01% | +17,649 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 17,499 | $230.3K | 0.00% | +3,616+26.0% | Added |
| O'Shaughnessy Asset Management, LLC | 17,250 | $227.0K | 0.00% | +17,250 | New |
| JJJ Advisors Inc. | 16,903 | $222.5K | 0.05% | +3,265+23.9% | Added |
| Ellevest, Inc. | 16,876 | $222.1K | 0.01% | +567+3.5% | Added |
| Quadrant Capital Group LLC | 16,061 | $211.8K | 0.02% | +2,588+19.2% | Added |
| First Affirmative Financial Network | 16,041 | $211.1K | 0.16% | −478−2.9% | Reduced |
| Fca Corp | 16,000 | $210.6K | 0.07% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 15,842 | $208.5K | 0.02% | −1,625−9.3% | Reduced |
| Squarepoint Ops LLC | 15,825 | $208.3K | 0.00% | +15,825 | New |
| Signaturefd, LLC | 15,517 | $204.2K | 0.00% | +993+6.8% | Added |
| Point72 Asset Management, L.P. | 15,400 | $202.7K | 0.00% | +15,400 | New |
| Great Waters Wealth Management | 14,506 | $190.9K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 14,299 | $188.2K | 0.01% | +23+0.2% | Added |
| AQR Capital Management LLC | 14,149 | $186.2K | 0.00% | +14,149 | New |
| Mercer Global Advisors Inc | 14,041 | $185.0K | 0.00% | +1,866+15.3% | Added |
| Principal Street Partners, LLC | 14,794 | $184.5K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,859 | $182.4K | 0.00% | −1,351−8.9% | Reduced |
| Sequoia Financial Advisors, LLC | 13,856 | $182.3K | 0.00% | +497+3.7% | Added |
| Mather Group, LLC. | 14,745 | $181.2K | 0.00% | 00.0% | Unchanged |
| Crane Advisory, LLC | 13,705 | $173.6K | 0.04% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,905 | $172.5K | 0.01% | +309+2.5% | Added |
| Tower Research Capital LLC (TRC) | 12,091 | $159.1K | 0.00% | +9,709+407.6% | Added |
| Yousif Capital Management, LLC | 11,715 | $154.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,237 | $134.7K | 0.00% | +2,180+27.1% | Added |
| Advisor Group Holdings, Inc. | 8,799 | $115.8K | 0.00% | −8,896−50.3% | Reduced |
| Wells Fargo & Company | 8,366 | $110.1K | 0.00% | −1,890−18.4% | Reduced |
| Parallel Advisors, LLC | 7,691 | $101.2K | 0.00% | +2,292+42.5% | Added |
| Addison Advisors LLC | 7,120 | $93.7K | 0.03% | +22+0.3% | Added |
| Advisors Asset Management, Inc. | 6,813 | $89.7K | 0.00% | −5,237−43.5% | Reduced |
| Hilltop National Bank | 5,585 | $73.5K | 0.02% | +5,585 | New |
| Citigroup Inc | 5,524 | $72.7K | 0.00% | +590+12.0% | Added |
| Lazard Asset Management LLC | 4,048 | $53.0K | 0.00% | −1,382−25.5% | Reduced |
| JPMorgan Chase & Co | 3,858 | $50.8K | 0.00% | −3,077−44.4% | Reduced |
| CWM, LLC | 3,795 | $50.0K | 0.00% | +1,588+72.0% | Added |
| Lindbrook Capital, LLC | 3,729 | $49.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,957 | $38.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,239 | $29.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,421 | $29.5K | 0.00% | +1,138+88.7% | Added |
| Allworth Financial LP | 2,126 | $28.0K | 0.00% | 00.0% | Unchanged |