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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,943 | $25.6K | 0.01% | +414+27.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,471 | $19.4K | 0.00% | +1,471 | New |
| IFP Advisors, Inc | 1,153 | $15.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,150 | $15.1K | 0.00% | −117−9.2% | Reduced |
| Bruce G. Allen Investments, LLC | 1,118 | $14.7K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,053 | $13.9K | 0.01% | +263+33.3% | Added |
| GHP Investment Advisors, Inc. | 675 | $8.88K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 538 | $7.08K | 0.00% | +19+3.7% | Added |
| Umb Bank N A | 467 | $6.15K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 437 | $5.84K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 442 | $5.82K | 0.00% | −2−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 413 | $5.43K | 0.00% | −982−70.4% | Reduced |
| Bell Investment Advisors, Inc | 387 | $5.09K | 0.00% | −41−9.6% | Reduced |
| Farther Finance Advisors, LLC | 387 | $5.04K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 361 | $5.00K | 0.00% | −230−38.9% | Reduced |
| GWM Advisors LLC | 295 | $3.88K | 0.00% | +162+121.8% | Added |
| JFS Wealth Advisors, LLC | 272 | $3.58K | 0.00% | +6+2.3% | Added |
| Global Retirement Partners, LLC | 257 | $3.38K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 236 | $3.11K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 191 | $2.51K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 169 | $2.00K | 0.00% | +39+30.0% | Added |
| Smartleaf Asset Management LLC | 140 | $1.83K | 0.00% | +140 | New |
| EntryPoint Capital, LLC | 108 | $1.42K | 0.00% | +108 | New |
| Sofos Investments, Inc. | 106 | $1.39K | 0.00% | +68+178.9% | Added |
| Newbridge Financial Services Group, Inc. | 104 | $1.36K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 86 | $1.13K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 79 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 72 | $894 | 0.00% | +72 | New |
| Larson Financial Group LLC | 62 | $816 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 40 | $526 | 0.00% | +18+81.8% | Added |
| Northwestern Mutual Wealth Management Co | 36 | $473 | 0.00% | +36 | New |
| True Wealth Design, LLC | 33 | $435 | 0.00% | +14+73.7% | Added |
| Abound Wealth Management | 32 | $422 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,206 | – | – | +3,206 | New |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,835−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −16,701−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −11,597−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −10,680−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −10,228−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |