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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 2,957 | $36.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,849 | $35.6K | 0.00% | −489,834−99.4% | Reduced |
| GAMMA Investing LLC | 2,782 | $34.7K | 0.00% | +839+43.2% | Added |
| Allworth Financial LP | 2,338 | $30.6K | 0.00% | +212+10.0% | Added |
| EntryPoint Capital, LLC | 2,306 | $28.8K | 0.01% | +2,198+2,035.2% | Added |
| Proequities, Inc. | 2,239 | $27.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,065 | $25.8K | 0.00% | −10,026−82.9% | Reduced |
| Assetmark, Inc | 1,923 | $24.0K | 0.00% | +1,923 | New |
| WealthCollab, LLC | 1,758 | $21.9K | 0.02% | +705+67.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,683 | $21.0K | 0.00% | +1,683 | New |
| Rothschild Investment LLC | 1,226 | $15.3K | 0.00% | +688+127.9% | Added |
| IFP Advisors, Inc | 1,153 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,152 | $14.4K | 0.00% | +2+0.2% | Added |
| Bruce G. Allen Investments, LLC | 1,118 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,125 | $13.9K | 0.00% | +738+190.7% | Added |
| Royal Bank of Canada | 707 | $9.00K | 0.00% | +346+95.8% | Added |
| GHP Investment Advisors, Inc. | 685 | $8.55K | 0.00% | +10+1.5% | Added |
| Russell Investments Group, Ltd. | 612 | $7.64K | 0.00% | −39,173−98.5% | Reduced |
| Umb Bank N A | 464 | $5.79K | 0.00% | −3−0.6% | Reduced |
| Eagle Bay Advisors LLC | 437 | $5.45K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 393 | $4.88K | 0.00% | +253+180.7% | Added |
| Bell Investment Advisors, Inc | 387 | $4.83K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 355 | $4.43K | 0.00% | −1,116−75.9% | Reduced |
| Zions Bancorporation, N.A. | 316 | $3.94K | 0.00% | −126−28.5% | Reduced |
| JFS Wealth Advisors, LLC | 264 | $3.29K | 0.00% | −8−2.9% | Reduced |
| Global Retirement Partners, LLC | 257 | $3.21K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 242 | $3.02K | 0.00% | −53−18.0% | Reduced |
| Parkside Financial Bank & Trust | 236 | $2.95K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 191 | $2.38K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 169 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 152 | $1.90K | 0.00% | +152 | New |
| Newbridge Financial Services Group, Inc. | 105 | $1.31K | 0.00% | +1+1.0% | Added |
| CIBC Private Wealth Group, LLC | 91 | $1.17K | 0.00% | +91 | New |
| TD Private Client Wealth LLC | 86 | $1.07K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 79 | $986 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $774 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 43 | $537 | 0.00% | +10+30.3% | Added |
| Principal Securities, Inc. | 41 | $512 | 0.00% | +1+2.5% | Added |
| Abound Wealth Management | 32 | $400 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 15 | $188 | 0.00% | +15 | New |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −46,878−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −17,499−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,825−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −14,299−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −6,813−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |