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, Q2 2024
Institutional positions in Pearson PLC as of Jun 30, 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
- 141
- +6 vs. Q1 2024
- Shares held
- 18.2M
- +350.0K (+2.0%) vs. Q1 2024
- Total value
- $227.2M
- −$7.62M (−3.2%) vs. Q1 2024
- New holders
- 17
- 57 more added
- Sold out
- 11
- 41 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,814,109 | $35.1M | 0.00% | −18,467−0.7% | Reduced |
| Goldman Sachs Group Inc | 2,113,257 | $26.4M | 0.01% | −113,430−5.1% | Reduced |
| Dimensional Fund Advisors LP | 1,988,636 | $24.8M | 0.01% | +4590.0% | Added |
| BlackRock Inc. | 1,905,566 | $23.8M | 0.00% | +22,588+1.2% | Added |
| Invesco Ltd. | 1,173,606 | $14.6M | 0.00% | −29,270−2.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 740,652 | $9.24M | 0.01% | −846,472−53.3% | Reduced |
| 13D Management LLC | 511,925 | $6.39M | 4.66% | +71,044+16.1% | Added |
| Optiver Holding B.V. | 501,424 | $6.28M | 0.12% | +88,672+21.5% | Added |
| LMR Partners LLP | 463,456 | $5.78M | 0.12% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 421,620 | $5.26M | 0.01% | +171,220+68.4% | Added |
| Northern Trust Corp | 391,891 | $4.89M | 0.00% | −2,902−0.7% | Reduced |
| HSBC Holdings PLC | 310,054 | $3.87M | 0.00% | +122,054+64.9% | Added |
| Bank of Montreal | 308,409 | $3.85M | 0.00% | +308,409 | New |
| Millennium Management LLC | 298,063 | $3.72M | 0.00% | +118,822+66.3% | Added |
| Henry James International Management, Inc. | 296,767 | $3.70M | 1.31% | +230.0% | Added |
| Geode Capital Management, LLC | 294,486 | $3.68M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 228,014 | $2.85M | 0.00% | −8,586−3.6% | Reduced |
| Citadel Advisors LLC | 221,246 | $2.76M | 0.00% | +171,928+348.6% | Added |
| Mariner, LLC | 165,568 | $2.07M | 0.00% | −8,052−4.6% | Reduced |
| Old Mission Capital LLC | 163,280 | $2.04M | 0.05% | +145,631+825.2% | Added |
| Ethic Inc. | 155,469 | $1.94M | 0.05% | +39,416+34.0% | Added |
| Qube Research & Technologies Ltd | 144,818 | $1.81M | 0.00% | +144,818 | New |
| Quantinno Capital Management LP | 125,283 | $1.56M | 0.03% | +24,504+24.3% | Added |
| Pathstone Holdings, LLC | 124,746 | $1.56M | 0.01% | +34,392+38.1% | Added |
| Marshall Wace, LLP | 115,963 | $1.45M | 0.00% | +115,963 | New |
| Rockefeller Capital Management L.P. | 110,524 | $1.38M | 0.00% | +110,524 | New |
| HRT Financial LP | 110,508 | $1.38M | 0.01% | +110,508 | New |
| Crossmark Global Holdings, Inc. | 95,202 | $1.19M | 0.02% | +5,886+6.6% | Added |
| Schonfeld Strategic Advisors LLC | 91,500 | $1.14M | 0.01% | +66,000+258.8% | Added |
| Natixis Advisors, L.P. | 85,599 | $1.07M | 0.00% | +3,273+4.0% | Added |
| Jane Street Group, LLC | 75,384 | $940.8K | 0.00% | +54,660+263.8% | Added |
| Bank of America Corp | 72,541 | $905.3K | 0.00% | −1,547−2.1% | Reduced |
| JustInvest LLC | 70,156 | $871.8K | 0.02% | +2,703+4.0% | Added |
| Trexquant Investment LP | 61,702 | $770.0K | 0.01% | +35,926+139.4% | Added |
| Wetherby Asset Management Inc | 60,371 | $753.4K | 0.04% | −804−1.3% | Reduced |
| HighTower Advisors, LLC | 58,277 | $722.0K | 0.00% | −5,747−9.0% | Reduced |
| Vident Advisory, LLC | 55,750 | $695.8K | 0.02% | +19,777+55.0% | Added |
| Creative Planning | 55,030 | $686.8K | 0.00% | +2,613+5.0% | Added |
| Charles Schwab Investment Management Inc | 54,121 | $675.4K | 0.00% | +5,206+10.6% | Added |
| CI Private Wealth, LLC | 53,988 | $673.8K | 0.00% | +301+0.6% | Added |
| US Bancorp | 53,122 | $663.0K | 0.00% | +1,770+3.4% | Added |
| American Century Companies Inc | 51,949 | $648.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 49,557 | $618.5K | 0.00% | +215+0.4% | Added |
| Envestnet Asset Management Inc | 42,988 | $536.5K | 0.00% | −9,512−18.1% | Reduced |
| Cresset Asset Management, LLC | 33,715 | $420.8K | 0.00% | +14,232+73.0% | Added |
| Lester Murray Antman dba SimplyRich | 32,239 | $402.0K | 0.13% | +799+2.5% | Added |
| Brinker Capital Investments, LLC | 31,546 | $393.7K | 0.00% | −3,291−9.4% | Reduced |
| Orion Portfolio Solutions, LLC | 31,546 | $393.7K | 0.00% | −3,291−9.4% | Reduced |
| Atlas Capital Advisors LLC | 28,187 | $351.8K | 0.05% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 23,962 | $323.7K | 0.00% | +233+1.0% | Added |
| Campbell & CO Investment Adviser LLC | 25,912 | $323.4K | 0.03% | +25,912 | New |
| Barometer Capital Management Inc. | 24,811 | $309.6K | 0.12% | −800−3.1% | Reduced |
| Veriti Management LLC | 24,561 | $306.5K | 0.02% | +1,925+8.5% | Added |
| Ballentine Partners, LLC | 24,508 | $305.9K | 0.01% | +43+0.2% | Added |
| The PNC Financial Services Group, Inc. | 24,273 | $302.9K | 0.00% | −9,309−27.7% | Reduced |
| Syon Capital LLC | 23,751 | $296.4K | 0.03% | −631−2.6% | Reduced |
| Cerity Partners LLC | 22,872 | $285.4K | 0.00% | −11,066−32.6% | Reduced |
| Two Sigma Advisers, LP | 22,000 | $274.6K | 0.00% | −1,000−4.3% | Reduced |
| Atria Investments LLC | 19,927 | $248.7K | 0.00% | +19,927 | New |
| JNBA Financial Advisors | 19,462 | $242.9K | 0.03% | −8,000−29.1% | Reduced |
| First Affirmative Financial Network | 18,355 | $229.1K | 0.16% | +2,314+14.4% | Added |
| AQR Capital Management LLC | 17,511 | $218.5K | 0.00% | +3,362+23.8% | Added |
| QRG Capital Management, Inc. | 17,149 | $214.0K | 0.00% | −1,622−8.6% | Reduced |
| Ellevest, Inc. | 16,891 | $210.8K | 0.01% | +15+0.1% | Added |
| Evergreen Capital Management LLC | 16,504 | $206.0K | 0.01% | −929−5.3% | Reduced |
| Ameriprise Financial Inc | 16,460 | $205.4K | 0.00% | −2,669−14.0% | Reduced |
| Franklin Resources Inc | 16,454 | $205.3K | 0.00% | −4,055−19.8% | Reduced |
| Fca Corp | 16,000 | $199.7K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 15,974 | $199.4K | 0.02% | +132+0.8% | Added |
| Mather Group, LLC. | 14,745 | $194.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 15,512 | $193.6K | 0.00% | −1,738−10.1% | Reduced |
| Signaturefd, LLC | 14,995 | $187.1K | 0.00% | −522−3.4% | Reduced |
| M&T Bank Corp | 14,880 | $186.0K | 0.00% | +14,880 | New |
| Principal Street Partners, LLC | 14,794 | $184.6K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14,644 | $182.8K | 0.04% | −2,259−13.4% | Reduced |
| Great Waters Wealth Management | 14,506 | $181.0K | 0.03% | 00.0% | Unchanged |
| Crane Advisory, LLC | 13,705 | $176.4K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,981 | $174.5K | 0.00% | +125+0.9% | Added |
| Quadrant Capital Group LLC | 13,635 | $170.2K | 0.01% | −2,426−15.1% | Reduced |
| United Capital Financial Advisers, LLC | 13,350 | $166.6K | 0.00% | −509−3.7% | Reduced |
| RSM US Wealth Management LLC | 13,053 | $161.9K | 0.00% | +13,053 | New |
| Mercer Global Advisors Inc | 12,803 | $159.8K | 0.00% | −1,238−8.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,406 | $154.8K | 0.00% | +3,607+41.0% | Added |
| Aquatic Capital Management LLC | 11,700 | $146.0K | 0.01% | +11,700 | New |
| Rhumbline Advisers | 11,518 | $143.7K | 0.00% | +1,281+12.5% | Added |
| Yousif Capital Management, LLC | 10,790 | $134.7K | 0.00% | −925−7.9% | Reduced |
| Lake Street Advisors Group, LLC | 10,674 | $133.2K | 0.01% | −2,231−17.3% | Reduced |
| Seeds Investor LLC | 10,596 | $132.2K | 0.07% | +10,596 | New |
| Parallel Advisors, LLC | 7,741 | $96.6K | 0.00% | +50+0.7% | Added |
| Addison Advisors LLC | 7,413 | $92.5K | 0.03% | +293+4.1% | Added |
| Ronald Blue Trust, Inc. | 6,089 | $80.1K | 0.00% | +5,676+1,374.3% | Added |
| Wells Fargo & Company | 6,285 | $78.4K | 0.00% | −2,081−24.9% | Reduced |
| Hilltop National Bank | 5,585 | $69.7K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 5,048 | $63.0K | 0.00% | −476−8.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,517 | $61.0K | 0.00% | +2,096+86.6% | Added |
| CWM, LLC | 4,650 | $58.0K | 0.00% | +855+22.5% | Added |
| JPMorgan Chase & Co | 4,437 | $55.4K | 0.00% | +579+15.0% | Added |
| Lazard Asset Management LLC | 4,048 | $50.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,761 | $46.9K | 0.03% | +3,761 | New |
| Lindbrook Capital, LLC | 3,753 | $46.8K | 0.00% | +24+0.6% | Added |