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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 15 | $188 | 0.00% | +15 | New |
| Abound Wealth Management | 32 | $400 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 41 | $512 | 0.00% | +1+2.5% | Added |
| True Wealth Design, LLC | 43 | $537 | 0.00% | +10+30.3% | Added |
| Larson Financial Group LLC | 62 | $774 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 79 | $986 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 86 | $1.07K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 91 | $1.17K | 0.00% | +91 | New |
| Newbridge Financial Services Group, Inc. | 105 | $1.31K | 0.00% | +1+1.0% | Added |
| Ashton Thomas Private Wealth, LLC | 152 | $1.90K | 0.00% | +152 | New |
| GW&K Investment Management, LLC | 169 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 191 | $2.38K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 236 | $2.95K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 242 | $3.02K | 0.00% | −53−18.0% | Reduced |
| Global Retirement Partners, LLC | 257 | $3.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $3.29K | 0.00% | −8−2.9% | Reduced |
| Zions Bancorporation, N.A. | 316 | $3.94K | 0.00% | −126−28.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 355 | $4.43K | 0.00% | −1,116−75.9% | Reduced |
| Bell Investment Advisors, Inc | 387 | $4.83K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 393 | $4.88K | 0.00% | +253+180.7% | Added |
| Eagle Bay Advisors LLC | 437 | $5.45K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 464 | $5.79K | 0.00% | −3−0.6% | Reduced |
| Russell Investments Group, Ltd. | 612 | $7.64K | 0.00% | −39,173−98.5% | Reduced |
| GHP Investment Advisors, Inc. | 685 | $8.55K | 0.00% | +10+1.5% | Added |
| Royal Bank of Canada | 707 | $9.00K | 0.00% | +346+95.8% | Added |
| Farther Finance Advisors, LLC | 1,125 | $13.9K | 0.00% | +738+190.7% | Added |
| Bruce G. Allen Investments, LLC | 1,118 | $14.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,152 | $14.4K | 0.00% | +2+0.2% | Added |
| IFP Advisors, Inc | 1,153 | $14.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,226 | $15.3K | 0.00% | +688+127.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,683 | $21.0K | 0.00% | +1,683 | New |
| WealthCollab, LLC | 1,758 | $21.9K | 0.02% | +705+67.0% | Added |
| Assetmark, Inc | 1,923 | $24.0K | 0.00% | +1,923 | New |
| Tower Research Capital LLC (TRC) | 2,065 | $25.8K | 0.00% | −10,026−82.9% | Reduced |
| Proequities, Inc. | 2,239 | $27.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,306 | $28.8K | 0.01% | +2,198+2,035.2% | Added |
| Allworth Financial LP | 2,338 | $30.6K | 0.00% | +212+10.0% | Added |
| GAMMA Investing LLC | 2,782 | $34.7K | 0.00% | +839+43.2% | Added |
| UBS Group AG | 2,849 | $35.6K | 0.00% | −489,834−99.4% | Reduced |
| Whittier Trust Co | 2,957 | $36.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,753 | $46.8K | 0.00% | +24+0.6% | Added |
| Cromwell Holdings LLC | 3,761 | $46.9K | 0.03% | +3,761 | New |
| Lazard Asset Management LLC | 4,048 | $50.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,437 | $55.4K | 0.00% | +579+15.0% | Added |
| CWM, LLC | 4,650 | $58.0K | 0.00% | +855+22.5% | Added |
| EverSource Wealth Advisors, LLC | 4,517 | $61.0K | 0.00% | +2,096+86.6% | Added |
| Citigroup Inc | 5,048 | $63.0K | 0.00% | −476−8.6% | Reduced |
| Hilltop National Bank | 5,585 | $69.7K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,285 | $78.4K | 0.00% | −2,081−24.9% | Reduced |
| Ronald Blue Trust, Inc. | 6,089 | $80.1K | 0.00% | +5,676+1,374.3% | Added |
| Addison Advisors LLC | 7,413 | $92.5K | 0.03% | +293+4.1% | Added |
| Parallel Advisors, LLC | 7,741 | $96.6K | 0.00% | +50+0.7% | Added |
| Seeds Investor LLC | 10,596 | $132.2K | 0.07% | +10,596 | New |
| Lake Street Advisors Group, LLC | 10,674 | $133.2K | 0.01% | −2,231−17.3% | Reduced |
| Yousif Capital Management, LLC | 10,790 | $134.7K | 0.00% | −925−7.9% | Reduced |
| Rhumbline Advisers | 11,518 | $143.7K | 0.00% | +1,281+12.5% | Added |
| Aquatic Capital Management LLC | 11,700 | $146.0K | 0.01% | +11,700 | New |
| Advisor Group Holdings, Inc. | 12,406 | $154.8K | 0.00% | +3,607+41.0% | Added |
| Mercer Global Advisors Inc | 12,803 | $159.8K | 0.00% | −1,238−8.8% | Reduced |
| RSM US Wealth Management LLC | 13,053 | $161.9K | 0.00% | +13,053 | New |
| United Capital Financial Advisers, LLC | 13,350 | $166.6K | 0.00% | −509−3.7% | Reduced |
| Quadrant Capital Group LLC | 13,635 | $170.2K | 0.01% | −2,426−15.1% | Reduced |
| Sequoia Financial Advisors, LLC | 13,981 | $174.5K | 0.00% | +125+0.9% | Added |
| Crane Advisory, LLC | 13,705 | $176.4K | 0.03% | 00.0% | Unchanged |
| Great Waters Wealth Management | 14,506 | $181.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14,644 | $182.8K | 0.04% | −2,259−13.4% | Reduced |
| Principal Street Partners, LLC | 14,794 | $184.6K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 14,880 | $186.0K | 0.00% | +14,880 | New |
| Signaturefd, LLC | 14,995 | $187.1K | 0.00% | −522−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,512 | $193.6K | 0.00% | −1,738−10.1% | Reduced |
| Mather Group, LLC. | 14,745 | $194.0K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 15,974 | $199.4K | 0.02% | +132+0.8% | Added |
| Fca Corp | 16,000 | $199.7K | 0.06% | 00.0% | Unchanged |
| Franklin Resources Inc | 16,454 | $205.3K | 0.00% | −4,055−19.8% | Reduced |
| Ameriprise Financial Inc | 16,460 | $205.4K | 0.00% | −2,669−14.0% | Reduced |
| Evergreen Capital Management LLC | 16,504 | $206.0K | 0.01% | −929−5.3% | Reduced |
| Ellevest, Inc. | 16,891 | $210.8K | 0.01% | +15+0.1% | Added |
| QRG Capital Management, Inc. | 17,149 | $214.0K | 0.00% | −1,622−8.6% | Reduced |
| AQR Capital Management LLC | 17,511 | $218.5K | 0.00% | +3,362+23.8% | Added |
| First Affirmative Financial Network | 18,355 | $229.1K | 0.16% | +2,314+14.4% | Added |
| JNBA Financial Advisors | 19,462 | $242.9K | 0.03% | −8,000−29.1% | Reduced |
| Atria Investments LLC | 19,927 | $248.7K | 0.00% | +19,927 | New |
| Two Sigma Advisers, LP | 22,000 | $274.6K | 0.00% | −1,000−4.3% | Reduced |
| Cerity Partners LLC | 22,872 | $285.4K | 0.00% | −11,066−32.6% | Reduced |
| Syon Capital LLC | 23,751 | $296.4K | 0.03% | −631−2.6% | Reduced |
| The PNC Financial Services Group, Inc. | 24,273 | $302.9K | 0.00% | −9,309−27.7% | Reduced |
| Ballentine Partners, LLC | 24,508 | $305.9K | 0.01% | +43+0.2% | Added |
| Veriti Management LLC | 24,561 | $306.5K | 0.02% | +1,925+8.5% | Added |
| Barometer Capital Management Inc. | 24,811 | $309.6K | 0.12% | −800−3.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,912 | $323.4K | 0.03% | +25,912 | New |
| Alaska Permanent Fund Corp | 23,962 | $323.7K | 0.00% | +233+1.0% | Added |
| Atlas Capital Advisors LLC | 28,187 | $351.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| Lester Murray Antman dba SimplyRich | 32,239 | $402.0K | 0.13% | +799+2.5% | Added |
| Cresset Asset Management, LLC | 33,715 | $420.8K | 0.00% | +14,232+73.0% | Added |
| Envestnet Asset Management Inc | 42,988 | $536.5K | 0.00% | −9,512−18.1% | Reduced |
| Bank of New York Mellon Corp | 49,557 | $618.5K | 0.00% | +215+0.4% | Added |
| American Century Companies Inc | 51,949 | $648.3K | 0.00% | 00.0% | Unchanged |