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, Q3 2024
Institutional positions in Pearson PLC as of Sep 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
- 151
- +12 vs. Q2 2024
- Shares held
- 18.1M
- +1.80M (+11.1%) vs. Q2 2024
- Total value
- $247.9M
- +$44.6M (+21.9%) vs. Q2 2024
- New holders
- 23
- 62 more added
- Sold out
- 11
- 35 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,664,260 | $36.2M | 0.00% | −149,849−5.3% | Reduced |
| Goldman Sachs Group Inc | 2,158,354 | $29.3M | 0.01% | +45,097+2.1% | Added |
| BlackRock, Inc. | 2,069,886 | $28.1M | 0.00% | +2,069,886 | New |
| Dimensional Fund Advisors LP | 1,939,638 | $26.3M | 0.01% | −48,998−2.5% | Reduced |
| Invesco Ltd. | 1,020,006 | $13.8M | 0.00% | −153,600−13.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 564,859 | $10.3M | 0.01% | −175,793−23.7% | Reduced |
| 13D Management LLC | 512,732 | $6.96M | 5.10% | +807+0.2% | Added |
| Renaissance Group LLC | 471,477 | $6.40M | 0.26% | +471,477 | New |
| LMR Partners LLP | 463,456 | $6.29M | 0.14% | 00.0% | Unchanged |
| Northern Trust Corp | 417,508 | $5.67M | 0.00% | +25,617+6.5% | Added |
| Bank of Montreal | 405,852 | $5.54M | 0.00% | +97,443+31.6% | Added |
| HSBC Holdings PLC | 383,282 | $5.19M | 0.00% | +73,228+23.6% | Added |
| Renaissance Technologies LLC | 347,700 | $4.72M | 0.01% | −73,920−17.5% | Reduced |
| Geode Capital Management, LLC | 281,153 | $3.82M | 0.00% | −13,333−4.5% | Reduced |
| FMR LLC | 275,310 | $3.74M | 0.00% | +47,296+20.7% | Added |
| Henry James International Management, Inc. | 268,419 | $3.64M | 1.27% | −28,348−9.6% | Reduced |
| Optiver Holding B.V. | 210,563 | $2.86M | 0.07% | −290,861−58.0% | Reduced |
| Mariner, LLC | 187,726 | $2.55M | 0.00% | +22,158+13.4% | Added |
| Rockefeller Capital Management L.P. | 172,190 | $2.34M | 0.01% | +61,666+55.8% | Added |
| Bank of America Corp | 157,831 | $2.14M | 0.00% | +85,290+117.6% | Added |
| Crossmark Global Holdings, Inc. | 153,338 | $2.08M | 0.04% | +58,136+61.1% | Added |
| Quantinno Capital Management LP | 145,744 | $1.98M | 0.03% | +20,461+16.3% | Added |
| Pathstone Holdings, LLC | 136,741 | $1.86M | 0.01% | +11,995+9.6% | Added |
| HRT Financial LP | 122,181 | $1.66M | 0.01% | +11,673+10.6% | Added |
| Qube Research & Technologies Ltd | 118,435 | $1.61M | 0.00% | −26,383−18.2% | Reduced |
| Ethic Inc. | 116,053 | $1.53M | 0.04% | −39,416−25.4% | Reduced |
| Natixis Advisors, L.P. | 103,033 | $1.40M | 0.00% | +17,434+20.4% | Added |
| JustInvest LLC | 97,942 | $1.33M | 0.02% | +27,786+39.6% | Added |
| Old Mission Capital LLC | 85,635 | $1.16M | 0.03% | −77,645−47.6% | Reduced |
| CI Private Wealth, LLC | 70,888 | $962.0K | 0.00% | +16,900+31.3% | Added |
| Cerity Partners LLC | 68,640 | $931.4K | 0.00% | +45,768+200.1% | Added |
| Creative Planning | 68,047 | $923.4K | 0.00% | +13,017+23.7% | Added |
| Vident Advisory, LLC | 66,666 | $904.7K | 0.02% | +10,916+19.6% | Added |
| Wetherby Asset Management Inc | 65,669 | $891.1K | 0.04% | +5,298+8.8% | Added |
| Charles Schwab Investment Management Inc | 64,545 | $875.9K | 0.00% | +10,424+19.3% | Added |
| Envestnet Asset Management Inc | 61,149 | $829.8K | 0.00% | +18,161+42.2% | Added |
| Cubist Systematic Strategies, LLC | 56,713 | $769.6K | 0.01% | +56,713 | New |
| AQR Capital Management LLC | 56,444 | $765.9K | 0.00% | +38,933+222.3% | Added |
| HighTower Advisors, LLC | 55,980 | $760.0K | 0.00% | −2,297−3.9% | Reduced |
| US Bancorp | 55,400 | $751.8K | 0.00% | +2,278+4.3% | Added |
| American Century Companies Inc | 51,949 | $704.9K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 51,052 | $692.8K | 0.00% | +1,495+3.0% | Added |
| Millennium Management LLC | 48,674 | $660.5K | 0.00% | −249,389−83.7% | Reduced |
| Brinker Capital Investments, LLC | 47,595 | $645.9K | 0.01% | +16,049+50.9% | Added |
| Orion Portfolio Solutions, LLC | 47,595 | $645.9K | 0.01% | +16,049+50.9% | Added |
| Point72 Asset Management, L.P. | 46,300 | $628.3K | 0.00% | +46,300 | New |
| Cresset Asset Management, LLC | 42,151 | $572.0K | 0.00% | +8,436+25.0% | Added |
| Schonfeld Strategic Advisors LLC | 40,300 | $546.9K | 0.00% | −51,200−56.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 37,217 | $505.0K | 0.14% | +4,978+15.4% | Added |
| Ballentine Partners, LLC | 29,052 | $394.2K | 0.01% | +4,544+18.5% | Added |
| JNBA Financial Advisors | 28,121 | $381.6K | 0.04% | +8,659+44.5% | Added |
| Atlas Capital Advisors LLC | 27,929 | $379.0K | 0.06% | −258−0.9% | Reduced |
| QRG Capital Management, Inc. | 24,842 | $337.1K | 0.00% | +7,693+44.9% | Added |
| Barometer Capital Management Inc. | 24,811 | $336.7K | 0.10% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 23,962 | $325.2K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 23,864 | $323.8K | 0.02% | −697−2.8% | Reduced |
| Syon Capital LLC | 23,509 | $319.0K | 0.03% | −242−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 25,198 | $314.5K | 0.00% | +19,109+313.8% | Added |
| Jane Street Group, LLC | 23,073 | $313.1K | 0.00% | −52,311−69.4% | Reduced |
| The PNC Financial Services Group, Inc. | 22,662 | $307.5K | 0.00% | −1,611−6.6% | Reduced |
| Ellevest, Inc. | 21,499 | $291.7K | 0.02% | +4,608+27.3% | Added |
| Advisors Preferred, LLC | 21,174 | $287.5K | 0.04% | +21,174 | New |
| Raymond James Financial Services Advisors, Inc. | 19,790 | $268.5K | 0.00% | +19,790 | New |
| Ameriprise Financial Inc | 18,212 | $247.1K | 0.00% | +1,752+10.6% | Added |
| O'Shaughnessy Asset Management, LLC | 18,044 | $242.3K | 0.00% | +2,532+16.3% | Added |
| Mercer Global Advisors Inc | 17,630 | $239.4K | 0.00% | +4,827+37.7% | Added |
| Atria Investments LLC | 17,316 | $235.0K | 0.00% | −2,611−13.1% | Reduced |
| Evergreen Capital Management LLC | 17,112 | $232.2K | 0.01% | +608+3.7% | Added |
| Signaturefd, LLC | 16,934 | $229.8K | 0.00% | +1,939+12.9% | Added |
| First Affirmative Financial Network | 16,749 | $227.3K | 0.12% | −1,606−8.7% | Reduced |
| Cable Hill Partners, LLC | 16,584 | $225.0K | 0.02% | +16,584 | New |
| Franklin Resources Inc | 16,556 | $222.3K | 0.00% | +102+0.6% | Added |
| Fca Corp | 16,000 | $217.1K | 0.07% | 00.0% | Unchanged |
| Summit Global Investments | 15,344 | $208.0K | 0.01% | +15,344 | New |
| Callan Capital, LLC | 15,327 | $208.0K | 0.01% | +15,327 | New |
| JPMorgan Chase & Co | 15,278 | $207.3K | 0.00% | +10,841+244.3% | Added |
| M&T Bank Corp | 15,095 | $205.2K | 0.00% | +215+1.4% | Added |
| Eqis Capital Management, Inc. | 14,772 | $200.5K | 0.02% | −1,202−7.5% | Reduced |
| Mather Group, LLC. | 14,745 | $200.1K | 0.00% | 00.0% | Unchanged |
| Great Waters Wealth Management | 14,506 | $196.8K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 14,387 | $195.2K | 0.00% | +14,387 | New |
| Gitterman Wealth Management, LLC | 14,121 | $191.6K | 0.08% | +14,121 | New |
| Quadrant Capital Group LLC | 13,979 | $189.7K | 0.01% | +344+2.5% | Added |
| Engineers Gate Manager LP | 13,961 | $189.5K | 0.00% | +13,961 | New |
| United Capital Financial Advisers, LLC | 13,958 | $189.4K | 0.00% | +608+4.6% | Added |
| Principal Street Partners, LLC | 14,794 | $184.6K | 0.03% | 00.0% | Unchanged |
| Crane Advisory, LLC | 13,705 | $182.8K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,003 | $176.5K | 0.00% | −978−7.0% | Reduced |
| Rhumbline Advisers | 12,408 | $168.4K | 0.00% | +890+7.7% | Added |
| Seeds Investor LLC | 12,252 | $166.3K | 0.06% | +1,656+15.6% | Added |
| RSM US Wealth Management LLC | 11,707 | $159.0K | 0.00% | −1,346−10.3% | Reduced |
| Glenmede Trust Co NA | 10,983 | $149.0K | 0.00% | +10,983 | New |
| Yousif Capital Management, LLC | 10,790 | $146.4K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,767 | $146.1K | 0.01% | +93+0.9% | Added |
| CAPROCK Group, Inc. | 10,764 | $146.1K | 0.01% | +10,764 | New |
| Truist Financial Corp | 10,217 | $138.6K | 0.00% | +10,217 | New |
| Advisor Group Holdings, Inc. | 10,149 | $137.8K | 0.00% | −2,257−18.2% | Reduced |
| Citigroup Inc | 9,190 | $124.7K | 0.00% | +4,142+82.1% | Added |
| Parallel Advisors, LLC | 9,049 | $122.8K | 0.00% | +1,308+16.9% | Added |
| Addison Advisors LLC | 7,509 | $101.9K | 0.03% | +96+1.3% | Added |