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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 28,121 | $381.6K | 0.04% | +8,659+44.5% | Added |
| Ballentine Partners, LLC | 29,052 | $394.2K | 0.01% | +4,544+18.5% | Added |
| Lester Murray Antman dba SimplyRich | 37,217 | $505.0K | 0.14% | +4,978+15.4% | Added |
| Schonfeld Strategic Advisors LLC | 40,300 | $546.9K | 0.00% | −51,200−56.0% | Reduced |
| Cresset Asset Management, LLC | 42,151 | $572.0K | 0.00% | +8,436+25.0% | Added |
| Point72 Asset Management, L.P. | 46,300 | $628.3K | 0.00% | +46,300 | New |
| 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 |
| Millennium Management LLC | 48,674 | $660.5K | 0.00% | −249,389−83.7% | Reduced |
| Bank of New York Mellon Corp | 51,052 | $692.8K | 0.00% | +1,495+3.0% | Added |
| American Century Companies Inc | 51,949 | $704.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 55,400 | $751.8K | 0.00% | +2,278+4.3% | Added |
| HighTower Advisors, LLC | 55,980 | $760.0K | 0.00% | −2,297−3.9% | Reduced |
| AQR Capital Management LLC | 56,444 | $765.9K | 0.00% | +38,933+222.3% | Added |
| Cubist Systematic Strategies, LLC | 56,713 | $769.6K | 0.01% | +56,713 | New |
| Envestnet Asset Management Inc | 61,149 | $829.8K | 0.00% | +18,161+42.2% | Added |
| Charles Schwab Investment Management Inc | 64,545 | $875.9K | 0.00% | +10,424+19.3% | Added |
| Wetherby Asset Management Inc | 65,669 | $891.1K | 0.04% | +5,298+8.8% | Added |
| Vident Advisory, LLC | 66,666 | $904.7K | 0.02% | +10,916+19.6% | Added |
| Creative Planning | 68,047 | $923.4K | 0.00% | +13,017+23.7% | Added |
| Cerity Partners LLC | 68,640 | $931.4K | 0.00% | +45,768+200.1% | Added |
| CI Private Wealth, LLC | 70,888 | $962.0K | 0.00% | +16,900+31.3% | Added |
| Old Mission Capital LLC | 85,635 | $1.16M | 0.03% | −77,645−47.6% | Reduced |
| JustInvest LLC | 97,942 | $1.33M | 0.02% | +27,786+39.6% | Added |
| Natixis Advisors, L.P. | 103,033 | $1.40M | 0.00% | +17,434+20.4% | Added |
| Ethic Inc. | 116,053 | $1.53M | 0.04% | −39,416−25.4% | Reduced |
| Qube Research & Technologies Ltd | 118,435 | $1.61M | 0.00% | −26,383−18.2% | Reduced |
| HRT Financial LP | 122,181 | $1.66M | 0.01% | +11,673+10.6% | Added |
| Pathstone Holdings, LLC | 136,741 | $1.86M | 0.01% | +11,995+9.6% | Added |
| Quantinno Capital Management LP | 145,744 | $1.98M | 0.03% | +20,461+16.3% | Added |
| Crossmark Global Holdings, Inc. | 153,338 | $2.08M | 0.04% | +58,136+61.1% | Added |
| Bank of America Corp | 157,831 | $2.14M | 0.00% | +85,290+117.6% | Added |
| Rockefeller Capital Management L.P. | 172,190 | $2.34M | 0.01% | +61,666+55.8% | Added |
| Mariner, LLC | 187,726 | $2.55M | 0.00% | +22,158+13.4% | Added |
| Optiver Holding B.V. | 210,563 | $2.86M | 0.07% | −290,861−58.0% | Reduced |
| Henry James International Management, Inc. | 268,419 | $3.64M | 1.27% | −28,348−9.6% | Reduced |
| FMR LLC | 275,310 | $3.74M | 0.00% | +47,296+20.7% | Added |
| Geode Capital Management, LLC | 281,153 | $3.82M | 0.00% | −13,333−4.5% | Reduced |
| Renaissance Technologies LLC | 347,700 | $4.72M | 0.01% | −73,920−17.5% | Reduced |
| HSBC Holdings PLC | 383,282 | $5.19M | 0.00% | +73,228+23.6% | Added |
| Bank of Montreal | 405,852 | $5.54M | 0.00% | +97,443+31.6% | Added |
| Northern Trust Corp | 417,508 | $5.67M | 0.00% | +25,617+6.5% | Added |
| LMR Partners LLP | 463,456 | $6.29M | 0.14% | 00.0% | Unchanged |
| Renaissance Group LLC | 471,477 | $6.40M | 0.26% | +471,477 | New |
| 13D Management LLC | 512,732 | $6.96M | 5.10% | +807+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 564,859 | $10.3M | 0.01% | −175,793−23.7% | Reduced |
| Invesco Ltd. | 1,020,006 | $13.8M | 0.00% | −153,600−13.1% | Reduced |
| Dimensional Fund Advisors LP | 1,939,638 | $26.3M | 0.01% | −48,998−2.5% | Reduced |
| BlackRock, Inc. | 2,069,886 | $28.1M | 0.00% | +2,069,886 | New |
| Goldman Sachs Group Inc | 2,158,354 | $29.3M | 0.01% | +45,097+2.1% | Added |
| Morgan Stanley | 2,664,260 | $36.2M | 0.00% | −149,849−5.3% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −221,246−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −115,963−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −61,702−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −25,912−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |