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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 5,781 | $78.4K | 0.00% | −504−8.0% | Reduced |
| Hilltop National Bank | 5,585 | $75.8K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,968 | $67.4K | 0.01% | +2,186+78.6% | Added |
| EverSource Wealth Advisors, LLC | 4,870 | $66.1K | 0.00% | +353+7.8% | Added |
| Lazard Asset Management LLC | 4,048 | $54.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,761 | $51.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,647 | $49.5K | 0.00% | −106−2.8% | Reduced |
| Bryn Mawr Trust Co | 3,484 | $47.3K | 0.00% | +3,484 | New |
| Allspring Global Investments Holdings, LLC | 3,145 | $42.7K | 0.00% | +1,462+86.9% | Added |
| Whittier Trust Co | 2,957 | $40.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,831 | $38.0K | 0.00% | −1,819−39.1% | Reduced |
| UBS Group AG | 2,738 | $37.2K | 0.00% | −111−3.9% | Reduced |
| Allworth Financial LP | 2,338 | $31.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2,068 | $28.1K | 0.00% | −171−7.6% | Reduced |
| Assetmark, Inc | 1,886 | $25.6K | 0.00% | −37−1.9% | Reduced |
| WealthCollab, LLC | 1,758 | $23.9K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,493 | $20.3K | 0.00% | +881+144.0% | Added |
| Rothschild Investment LLC | 1,482 | $20.1K | 0.00% | +256+20.9% | Added |
| Farther Finance Advisors, LLC | 1,466 | $19.9K | 0.00% | +341+30.3% | Added |
| Royal Bank of Canada | 1,363 | $19.0K | 0.00% | +656+92.8% | Added |
| Smartleaf Asset Management LLC | 1,233 | $16.8K | 0.00% | +840+213.7% | Added |
| Fifth Third Bancorp | 1,152 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,118 | $15.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 955 | $13.0K | 0.00% | −1,110−53.8% | Reduced |
| Park Place Capital Corp | 810 | $11.0K | 0.00% | +810 | New |
| IFP Advisors, Inc | 730 | $9.91K | 0.00% | −423−36.7% | Reduced |
| GHP Investment Advisors, Inc. | 690 | $9.37K | 0.00% | +5+0.7% | Added |
| Eagle Bay Advisors LLC | 437 | $5.93K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 413 | $5.60K | 0.00% | −51−11.0% | Reduced |
| Bell Investment Advisors, Inc | 387 | $5.25K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 355 | $4.82K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 350 | $4.77K | 0.00% | +350 | New |
| Zions Bancorporation, N.A. | 316 | $4.29K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 316 | $4.29K | 0.00% | +316 | New |
| JFS Wealth Advisors, LLC | 264 | $3.58K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 257 | $3.49K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 243 | $3.30K | 0.00% | +1+0.4% | Added |
| Parkside Financial Bank & Trust | 236 | $3.20K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 237 | $3.00K | 0.00% | +237 | New |
| CVA Family Office, LLC | 191 | $2.59K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 126 | $2.00K | 0.00% | −43−25.4% | Reduced |
| Clean Yield Group | 137 | $1.86K | 0.00% | +137 | New |
| Grove Bank & Trust | 125 | $1.70K | 0.00% | +125 | New |
| Hallmark Capital Management Inc | 108 | $1.47K | 0.00% | +108 | New |
| TD Private Client Wealth LLC | 86 | $1.17K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 79 | $1.07K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 78 | $1.06K | 0.00% | +37+90.2% | Added |
| Larson Financial Group LLC | 62 | $841 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 43 | $584 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 23 | $313 | 0.00% | +8+53.3% | Added |
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| 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 |