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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $422 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $435 | 0.00% | +14+73.7% | Added |
| Northwestern Mutual Wealth Management Co | 36 | $473 | 0.00% | +36 | New |
| Principal Securities, Inc. | 40 | $526 | 0.00% | +18+81.8% | Added |
| Larson Financial Group LLC | 62 | $816 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 72 | $894 | 0.00% | +72 | New |
| Harbour Investments, Inc. | 79 | $1.04K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 86 | $1.13K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 104 | $1.36K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 106 | $1.39K | 0.00% | +68+178.9% | Added |
| EntryPoint Capital, LLC | 108 | $1.42K | 0.00% | +108 | New |
| Smartleaf Asset Management LLC | 140 | $1.83K | 0.00% | +140 | New |
| GW&K Investment Management, LLC | 169 | $2.00K | 0.00% | +39+30.0% | Added |
| CVA Family Office, LLC | 191 | $2.51K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 236 | $3.11K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 257 | $3.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 272 | $3.58K | 0.00% | +6+2.3% | Added |
| GWM Advisors LLC | 295 | $3.88K | 0.00% | +162+121.8% | Added |
| Royal Bank of Canada | 361 | $5.00K | 0.00% | −230−38.9% | Reduced |
| Farther Finance Advisors, LLC | 387 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 387 | $5.09K | 0.00% | −41−9.6% | Reduced |
| Ronald Blue Trust, Inc. | 413 | $5.43K | 0.00% | −982−70.4% | Reduced |
| Zions Bancorporation, N.A. | 442 | $5.82K | 0.00% | −2−0.5% | Reduced |
| Eagle Bay Advisors LLC | 437 | $5.84K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 467 | $6.15K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 538 | $7.08K | 0.00% | +19+3.7% | Added |
| GHP Investment Advisors, Inc. | 675 | $8.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,053 | $13.9K | 0.01% | +263+33.3% | Added |
| Bruce G. Allen Investments, LLC | 1,118 | $14.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,150 | $15.1K | 0.00% | −117−9.2% | Reduced |
| IFP Advisors, Inc | 1,153 | $15.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,471 | $19.4K | 0.00% | +1,471 | New |
| GAMMA Investing LLC | 1,943 | $25.6K | 0.01% | +414+27.1% | Added |
| Allworth Financial LP | 2,126 | $28.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,421 | $29.5K | 0.00% | +1,138+88.7% | Added |
| Proequities, Inc. | 2,239 | $29.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,957 | $38.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,729 | $49.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,795 | $50.0K | 0.00% | +1,588+72.0% | Added |
| JPMorgan Chase & Co | 3,858 | $50.8K | 0.00% | −3,077−44.4% | Reduced |
| Lazard Asset Management LLC | 4,048 | $53.0K | 0.00% | −1,382−25.5% | Reduced |
| Citigroup Inc | 5,524 | $72.7K | 0.00% | +590+12.0% | Added |
| Hilltop National Bank | 5,585 | $73.5K | 0.02% | +5,585 | New |
| Advisors Asset Management, Inc. | 6,813 | $89.7K | 0.00% | −5,237−43.5% | Reduced |
| Addison Advisors LLC | 7,120 | $93.7K | 0.03% | +22+0.3% | Added |
| Parallel Advisors, LLC | 7,691 | $101.2K | 0.00% | +2,292+42.5% | Added |
| Wells Fargo & Company | 8,366 | $110.1K | 0.00% | −1,890−18.4% | Reduced |
| Advisor Group Holdings, Inc. | 8,799 | $115.8K | 0.00% | −8,896−50.3% | Reduced |
| Rhumbline Advisers | 10,237 | $134.7K | 0.00% | +2,180+27.1% | Added |
| Yousif Capital Management, LLC | 11,715 | $154.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,091 | $159.1K | 0.00% | +9,709+407.6% | Added |
| Lake Street Advisors Group, LLC | 12,905 | $172.5K | 0.01% | +309+2.5% | Added |
| Crane Advisory, LLC | 13,705 | $173.6K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 14,745 | $181.2K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,856 | $182.3K | 0.00% | +497+3.7% | Added |
| United Capital Financial Advisers, LLC | 13,859 | $182.4K | 0.00% | −1,351−8.9% | Reduced |
| Principal Street Partners, LLC | 14,794 | $184.5K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,041 | $185.0K | 0.00% | +1,866+15.3% | Added |
| AQR Capital Management LLC | 14,149 | $186.2K | 0.00% | +14,149 | New |
| Simon Quick Advisors, LLC | 14,299 | $188.2K | 0.01% | +23+0.2% | Added |
| Great Waters Wealth Management | 14,506 | $190.9K | 0.03% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 15,400 | $202.7K | 0.00% | +15,400 | New |
| Signaturefd, LLC | 15,517 | $204.2K | 0.00% | +993+6.8% | Added |
| Squarepoint Ops LLC | 15,825 | $208.3K | 0.00% | +15,825 | New |
| Eqis Capital Management, Inc. | 15,842 | $208.5K | 0.02% | −1,625−9.3% | Reduced |
| Fca Corp | 16,000 | $210.6K | 0.07% | 00.0% | Unchanged |
| First Affirmative Financial Network | 16,041 | $211.1K | 0.16% | −478−2.9% | Reduced |
| Quadrant Capital Group LLC | 16,061 | $211.8K | 0.02% | +2,588+19.2% | Added |
| Ellevest, Inc. | 16,876 | $222.1K | 0.01% | +567+3.5% | Added |
| JJJ Advisors Inc. | 16,903 | $222.5K | 0.05% | +3,265+23.9% | Added |
| O'Shaughnessy Asset Management, LLC | 17,250 | $227.0K | 0.00% | +17,250 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 17,499 | $230.3K | 0.00% | +3,616+26.0% | Added |
| Old Mission Capital LLC | 17,649 | $232.3K | 0.01% | +17,649 | New |
| Evergreen Capital Management LLC | 17,433 | $232.9K | 0.01% | +753+4.5% | Added |
| QRG Capital Management, Inc. | 18,771 | $247.0K | 0.00% | +612+3.4% | Added |
| Ameriprise Financial Inc | 19,129 | $254.7K | 0.00% | −2,139−10.1% | Reduced |
| Cresset Asset Management, LLC | 19,483 | $260.2K | 0.00% | +5,538+39.7% | Added |
| Franklin Resources Inc | 20,509 | $269.9K | 0.00% | −1,698−7.6% | Reduced |
| Jane Street Group, LLC | 20,724 | $272.7K | 0.00% | +20,724 | New |
| Veriti Management LLC | 22,636 | $297.9K | 0.02% | −1,698−7.0% | Reduced |
| Two Sigma Advisers, LP | 23,000 | $302.7K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 25,611 | $311.9K | 0.08% | +15,911+164.0% | Added |
| Alaska Permanent Fund Corp | 23,729 | $312.3K | 0.00% | +23,729 | New |
| Syon Capital LLC | 24,382 | $320.9K | 0.03% | +935+4.0% | Added |
| Ballentine Partners, LLC | 24,465 | $322.0K | 0.01% | +3,871+18.8% | Added |
| Schonfeld Strategic Advisors LLC | 25,500 | $335.6K | 0.00% | −17,200−40.3% | Reduced |
| Trexquant Investment LP | 25,776 | $339.2K | 0.01% | +25,776 | New |
| JNBA Financial Advisors | 27,462 | $361.4K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 28,187 | $370.9K | 0.06% | −1,657−5.6% | Reduced |
| Genus Capital Management Inc. | 30,300 | $398.7K | 0.05% | +30,300 | New |
| Lester Murray Antman dba SimplyRich | 31,440 | $414.0K | 0.13% | +2,499+8.6% | Added |
| The PNC Financial Services Group, Inc. | 33,582 | $441.9K | 0.00% | −2,498−6.9% | Reduced |
| Cerity Partners LLC | 33,938 | $446.6K | 0.00% | +17,187+102.6% | 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 |
| Vident Advisory, LLC | 35,973 | $473.4K | 0.01% | +10,210+39.6% | Added |
| Russell Investments Group, Ltd. | 39,785 | $523.6K | 0.00% | +39,375+9,603.7% | Added |
| Cubist Systematic Strategies, LLC | 46,878 | $616.9K | 0.01% | +46,878 | New |
| Charles Schwab Investment Management Inc | 48,915 | $643.7K | 0.00% | +9,525+24.2% | Added |