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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 23 | $313 | 0.00% | +8+53.3% | Added |
| True Wealth Design, LLC | 43 | $584 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $841 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 78 | $1.06K | 0.00% | +37+90.2% | Added |
| Harbour Investments, Inc. | 79 | $1.07K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 86 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 108 | $1.47K | 0.00% | +108 | New |
| Grove Bank & Trust | 125 | $1.70K | 0.00% | +125 | New |
| Clean Yield Group | 137 | $1.86K | 0.00% | +137 | New |
| GW&K Investment Management, LLC | 126 | $2.00K | 0.00% | −43−25.4% | Reduced |
| CVA Family Office, LLC | 191 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 237 | $3.00K | 0.00% | +237 | New |
| Parkside Financial Bank & Trust | 236 | $3.20K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 243 | $3.30K | 0.00% | +1+0.4% | Added |
| Global Retirement Partners, LLC | 257 | $3.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $3.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 316 | $4.29K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 316 | $4.29K | 0.00% | +316 | New |
| Jones Financial Companies LLLP | 350 | $4.77K | 0.00% | +350 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 355 | $4.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 387 | $5.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 413 | $5.60K | 0.00% | −51−11.0% | Reduced |
| Eagle Bay Advisors LLC | 437 | $5.93K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 690 | $9.37K | 0.00% | +5+0.7% | Added |
| IFP Advisors, Inc | 730 | $9.91K | 0.00% | −423−36.7% | Reduced |
| Park Place Capital Corp | 810 | $11.0K | 0.00% | +810 | New |
| Tower Research Capital LLC (TRC) | 955 | $13.0K | 0.00% | −1,110−53.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,118 | $15.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,152 | $15.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,233 | $16.8K | 0.00% | +840+213.7% | Added |
| Royal Bank of Canada | 1,363 | $19.0K | 0.00% | +656+92.8% | Added |
| Farther Finance Advisors, LLC | 1,466 | $19.9K | 0.00% | +341+30.3% | Added |
| Rothschild Investment LLC | 1,482 | $20.1K | 0.00% | +256+20.9% | Added |
| Russell Investments Group, Ltd. | 1,493 | $20.3K | 0.00% | +881+144.0% | Added |
| WealthCollab, LLC | 1,758 | $23.9K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,886 | $25.6K | 0.00% | −37−1.9% | Reduced |
| Proequities, Inc. | 2,068 | $28.1K | 0.00% | −171−7.6% | Reduced |
| Allworth Financial LP | 2,338 | $31.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,738 | $37.2K | 0.00% | −111−3.9% | Reduced |
| CWM, LLC | 2,831 | $38.0K | 0.00% | −1,819−39.1% | Reduced |
| Whittier Trust Co | 2,957 | $40.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,145 | $42.7K | 0.00% | +1,462+86.9% | Added |
| Bryn Mawr Trust Co | 3,484 | $47.3K | 0.00% | +3,484 | New |
| Lindbrook Capital, LLC | 3,647 | $49.5K | 0.00% | −106−2.8% | Reduced |
| Cromwell Holdings LLC | 3,761 | $51.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,048 | $54.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,870 | $66.1K | 0.00% | +353+7.8% | Added |
| GAMMA Investing LLC | 4,968 | $67.4K | 0.01% | +2,186+78.6% | Added |
| Hilltop National Bank | 5,585 | $75.8K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,781 | $78.4K | 0.00% | −504−8.0% | Reduced |
| Addison Advisors LLC | 7,509 | $101.9K | 0.03% | +96+1.3% | Added |
| Parallel Advisors, LLC | 9,049 | $122.8K | 0.00% | +1,308+16.9% | Added |
| Citigroup Inc | 9,190 | $124.7K | 0.00% | +4,142+82.1% | Added |
| Advisor Group Holdings, Inc. | 10,149 | $137.8K | 0.00% | −2,257−18.2% | Reduced |
| Truist Financial Corp | 10,217 | $138.6K | 0.00% | +10,217 | New |
| CAPROCK Group, Inc. | 10,764 | $146.1K | 0.01% | +10,764 | New |
| Lake Street Advisors Group, LLC | 10,767 | $146.1K | 0.01% | +93+0.9% | Added |
| Yousif Capital Management, LLC | 10,790 | $146.4K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,983 | $149.0K | 0.00% | +10,983 | New |
| RSM US Wealth Management LLC | 11,707 | $159.0K | 0.00% | −1,346−10.3% | Reduced |
| Seeds Investor LLC | 12,252 | $166.3K | 0.06% | +1,656+15.6% | Added |
| Rhumbline Advisers | 12,408 | $168.4K | 0.00% | +890+7.7% | Added |
| Sequoia Financial Advisors, LLC | 13,003 | $176.5K | 0.00% | −978−7.0% | Reduced |
| Crane Advisory, LLC | 13,705 | $182.8K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 14,794 | $184.6K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,958 | $189.4K | 0.00% | +608+4.6% | Added |
| Engineers Gate Manager LP | 13,961 | $189.5K | 0.00% | +13,961 | New |
| Quadrant Capital Group LLC | 13,979 | $189.7K | 0.01% | +344+2.5% | Added |
| Gitterman Wealth Management, LLC | 14,121 | $191.6K | 0.08% | +14,121 | New |
| TownSquare Capital, LLC | 14,387 | $195.2K | 0.00% | +14,387 | New |
| Great Waters Wealth Management | 14,506 | $196.8K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 14,745 | $200.1K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 14,772 | $200.5K | 0.02% | −1,202−7.5% | Reduced |
| M&T Bank Corp | 15,095 | $205.2K | 0.00% | +215+1.4% | Added |
| JPMorgan Chase & Co | 15,278 | $207.3K | 0.00% | +10,841+244.3% | Added |
| Callan Capital, LLC | 15,327 | $208.0K | 0.01% | +15,327 | New |
| Summit Global Investments | 15,344 | $208.0K | 0.01% | +15,344 | New |
| Fca Corp | 16,000 | $217.1K | 0.07% | 00.0% | Unchanged |
| Franklin Resources Inc | 16,556 | $222.3K | 0.00% | +102+0.6% | Added |
| Cable Hill Partners, LLC | 16,584 | $225.0K | 0.02% | +16,584 | New |
| First Affirmative Financial Network | 16,749 | $227.3K | 0.12% | −1,606−8.7% | Reduced |
| Signaturefd, LLC | 16,934 | $229.8K | 0.00% | +1,939+12.9% | Added |
| Evergreen Capital Management LLC | 17,112 | $232.2K | 0.01% | +608+3.7% | Added |
| Atria Investments LLC | 17,316 | $235.0K | 0.00% | −2,611−13.1% | Reduced |
| Mercer Global Advisors Inc | 17,630 | $239.4K | 0.00% | +4,827+37.7% | Added |
| O'Shaughnessy Asset Management, LLC | 18,044 | $242.3K | 0.00% | +2,532+16.3% | Added |
| Ameriprise Financial Inc | 18,212 | $247.1K | 0.00% | +1,752+10.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,790 | $268.5K | 0.00% | +19,790 | New |
| Advisors Preferred, LLC | 21,174 | $287.5K | 0.04% | +21,174 | New |
| Ellevest, Inc. | 21,499 | $291.7K | 0.02% | +4,608+27.3% | Added |
| The PNC Financial Services Group, Inc. | 22,662 | $307.5K | 0.00% | −1,611−6.6% | Reduced |
| Jane Street Group, LLC | 23,073 | $313.1K | 0.00% | −52,311−69.4% | Reduced |
| Ronald Blue Trust, Inc. | 25,198 | $314.5K | 0.00% | +19,109+313.8% | Added |
| Syon Capital LLC | 23,509 | $319.0K | 0.03% | −242−1.0% | Reduced |
| Veriti Management LLC | 23,864 | $323.8K | 0.02% | −697−2.8% | Reduced |
| Alaska Permanent Fund Corp | 23,962 | $325.2K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 24,811 | $336.7K | 0.10% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 24,842 | $337.1K | 0.00% | +7,693+44.9% | Added |
| Atlas Capital Advisors LLC | 27,929 | $379.0K | 0.06% | −258−0.9% | Reduced |