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, Q4 2024
Institutional positions in Pearson PLC as of Dec 31, 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
- 155
- +5 vs. Q3 2024
- Shares held
- 18.5M
- +434.7K (+2.4%) vs. Q3 2024
- Total value
- $298.0M
- +$50.4M (+20.4%) vs. Q3 2024
- New holders
- 21
- 73 more added
- Sold out
- 16
- 31 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 3,058,782 | $49.3M | 0.00% | +394,522+14.8% | Added |
| BlackRock, Inc. | 2,184,087 | $35.2M | 0.00% | +114,201+5.5% | Added |
| Goldman Sachs Group Inc | 2,100,331 | $33.9M | 0.01% | −58,023−2.7% | Reduced |
| Dimensional Fund Advisors LP | 1,665,245 | $26.8M | 0.01% | −274,393−14.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 844,228 | $13.6M | 0.01% | +279,369+49.5% | Added |
| Invesco Ltd. | 758,321 | $12.2M | 0.00% | −261,685−25.7% | Reduced |
| Northern Trust Corp | 705,622 | $11.4M | 0.00% | +288,114+69.0% | Added |
| 13D Management LLC | 513,759 | $8.28M | 6.14% | +1,027+0.2% | Added |
| Optiver Holding B.V. | 495,797 | $7.99M | 0.26% | +285,234+135.5% | Added |
| LMR Partners LLP | 463,456 | $7.47M | 0.13% | 00.0% | Unchanged |
| Renaissance Group LLC | 459,352 | $7.40M | 0.31% | −12,125−2.6% | Reduced |
| Abc Arbitrage SA | 296,512 | $4.78M | 0.69% | +296,512 | New |
| FMR LLC | 281,931 | $4.54M | 0.00% | +6,621+2.4% | Added |
| Bank of Montreal | 280,851 | $4.53M | 0.00% | −125,001−30.8% | Reduced |
| Geode Capital Management, LLC | 265,921 | $4.29M | 0.00% | −15,232−5.4% | Reduced |
| Henry James International Management, Inc. | 201,416 | $3.25M | 1.17% | −67,003−25.0% | Reduced |
| Mariner, LLC | 200,241 | $3.23M | 0.01% | +12,515+6.7% | Added |
| Bank of America Corp | 190,405 | $3.07M | 0.00% | +32,574+20.6% | Added |
| Rockefeller Capital Management L.P. | 171,071 | $2.76M | 0.01% | −1,119−0.6% | Reduced |
| Ethic Inc. | 169,797 | $2.74M | 0.06% | +53,744+46.3% | Added |
| Renaissance Technologies LLC | 167,500 | $2.70M | 0.00% | −180,200−51.8% | Reduced |
| Quantinno Capital Management LP | 155,343 | $2.50M | 0.02% | +9,599+6.6% | Added |
| Crossmark Global Holdings, Inc. | 154,460 | $2.49M | 0.05% | +1,122+0.7% | Added |
| UBS Group AG | 145,799 | $2.35M | 0.00% | +143,061+5,225.0% | Added |
| Pathstone Holdings, LLC | 140,249 | $2.26M | 0.01% | +3,508+2.6% | Added |
| JustInvest LLC | 105,764 | $1.70M | 0.03% | +7,822+8.0% | Added |
| Natixis Advisors, L.P. | 102,553 | $1.65M | 0.00% | −480−0.5% | Reduced |
| Creative Planning | 93,593 | $1.51M | 0.00% | +25,546+37.5% | Added |
| Cerity Partners LLC | 87,382 | $1.37M | 0.00% | +18,742+27.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 75,916 | $1.22M | 0.00% | +75,916 | New |
| Vident Advisory, LLC | 72,527 | $1.17M | 0.02% | +5,861+8.8% | Added |
| Charles Schwab Investment Management Inc | 70,946 | $1.14M | 0.00% | +6,401+9.9% | Added |
| Wetherby Asset Management Inc | 64,864 | $1.05M | 0.05% | −805−1.2% | Reduced |
| AQR Capital Management LLC | 61,693 | $994.5K | 0.00% | +5,249+9.3% | Added |
| Envestnet Asset Management Inc | 61,464 | $990.8K | 0.00% | +315+0.5% | Added |
| HighTower Advisors, LLC | 59,690 | $962.2K | 0.00% | +3,710+6.6% | Added |
| CI Private Wealth, LLC | 57,586 | $928.3K | 0.00% | −13,302−18.8% | Reduced |
| US Bancorp | 57,506 | $927.0K | 0.00% | +2,106+3.8% | Added |
| Brinker Capital Investments, LLC | 56,989 | $918.7K | 0.01% | +9,394+19.7% | Added |
| Orion Portfolio Solutions, LLC | 56,989 | $918.7K | 0.01% | +9,394+19.7% | Added |
| Jane Street Group, LLC | 56,540 | $911.4K | 0.00% | +33,467+145.0% | Added |
| BNP Paribas Arbitrage, SA | 55,764 | $898.9K | 0.00% | +55,764 | New |
| Bank of New York Mellon Corp | 54,255 | $874.6K | 0.00% | +3,203+6.3% | Added |
| American Century Companies Inc | 51,949 | $837.4K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 49,541 | $798.6K | 0.01% | +24,699+99.4% | Added |
| Lester Murray Antman dba SimplyRich | 47,960 | $773.0K | 0.22% | +10,743+28.9% | Added |
| Barometer Capital Management Inc. | 50,622 | $725.7K | 0.29% | +25,811+104.0% | Added |
| Ballentine Partners, LLC | 33,042 | $532.6K | 0.01% | +3,990+13.7% | Added |
| Aquatic Capital Management LLC | 31,989 | $515.7K | 0.01% | +31,989 | New |
| Mercer Global Advisors Inc | 31,789 | $512.4K | 0.00% | +14,159+80.3% | Added |
| JPMorgan Chase & Co | 31,145 | $502.1K | 0.00% | +15,867+103.9% | Added |
| Toroso Investments, LLC | 27,394 | $441.6K | 0.00% | +27,394 | New |
| Atlas Capital Advisors LLC | 27,218 | $438.8K | 0.06% | −711−2.5% | Reduced |
| Formidable Asset Management, LLC | 26,156 | $421.6K | 0.07% | +26,156 | New |
| Syon Capital LLC | 25,609 | $412.8K | 0.04% | +2,100+8.9% | Added |
| JNBA Financial Advisors | 25,485 | $410.8K | 0.04% | −2,636−9.4% | Reduced |
| Alaska Permanent Fund Corp | 23,962 | $386.3K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 21,979 | $354.3K | 0.00% | +21,979 | New |
| The PNC Financial Services Group, Inc. | 21,839 | $352.0K | 0.00% | −823−3.6% | Reduced |
| HRT Financial LP | 21,132 | $340.0K | 0.00% | −101,049−82.7% | Reduced |
| Ellevest, Inc. | 19,788 | $319.0K | 0.02% | −1,711−8.0% | Reduced |
| Ameriprise Financial Inc | 19,547 | $315.1K | 0.00% | +1,335+7.3% | Added |
| O'Shaughnessy Asset Management, LLC | 19,263 | $310.5K | 0.00% | +1,219+6.8% | Added |
| Evergreen Capital Management LLC | 18,884 | $304.4K | 0.01% | +1,772+10.4% | Added |
| Callan Capital, LLC | 17,965 | $289.6K | 0.02% | +2,638+17.2% | Added |
| Signaturefd, LLC | 17,056 | $274.9K | 0.01% | +122+0.7% | Added |
| Franklin Resources Inc | 16,733 | $269.7K | 0.00% | +177+1.1% | Added |
| Atria Investments LLC | 16,728 | $269.7K | 0.00% | −588−3.4% | Reduced |
| Cable Hill Partners, LLC | 16,584 | $267.3K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 16,554 | $266.9K | 0.00% | +2,167+15.1% | Added |
| Quadrant Capital Group LLC | 15,430 | $248.7K | 0.02% | +1,451+10.4% | Added |
| Gitterman Wealth Management, LLC | 15,397 | $248.2K | 0.10% | +1,276+9.0% | Added |
| M&T Bank Corp | 15,252 | $246.1K | 0.00% | +157+1.0% | Added |
| First Affirmative Financial Network | 15,002 | $241.8K | 0.14% | −1,747−10.4% | Reduced |
| Principal Street Partners, LLC | 14,892 | $240.1K | 0.05% | +98+0.7% | Added |
| Mather Group, LLC. | 14,745 | $237.7K | 0.00% | 00.0% | Unchanged |
| Great Waters Wealth Management | 14,506 | $233.8K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 13,948 | $224.8K | 0.00% | +13,948 | New |
| Sequoia Financial Advisors, LLC | 13,944 | $224.8K | 0.00% | +941+7.2% | Added |
| Seeds Investor LLC | 13,929 | $224.5K | 0.06% | +1,677+13.7% | Added |
| United Capital Financial Advisers, LLC | 13,612 | $219.4K | 0.00% | −346−2.5% | Reduced |
| Crane Advisory, LLC | 13,705 | $218.9K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,217 | $213.1K | 0.00% | +3,068+30.2% | Added |
| Eqis Capital Management, Inc. | 12,836 | $206.9K | 0.02% | −1,936−13.1% | Reduced |
| Rhumbline Advisers | 12,452 | $200.7K | 0.00% | +44+0.4% | Added |
| Balyasny Asset Management LLC | 11,929 | $192.3K | 0.00% | +11,929 | New |
| Truist Financial Corp | 11,842 | $190.9K | 0.00% | +1,625+15.9% | Added |
| Glenmede Trust Co NA | 11,591 | $186.8K | 0.00% | +608+5.5% | Added |
| Savant Capital, LLC | 11,230 | $181.0K | 0.00% | +11,230 | New |
| RSM US Wealth Management LLC | 11,116 | $178.7K | 0.00% | −591−5.0% | Reduced |
| Coldstream Capital Management Inc | 10,929 | $176.2K | 0.00% | +10,929 | New |
| Lake Street Advisors Group, LLC | 10,844 | $174.8K | 0.01% | +77+0.7% | Added |
| Yousif Capital Management, LLC | 10,790 | $173.9K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,397 | $167.6K | 0.01% | −367−3.4% | Reduced |
| Parallel Advisors, LLC | 9,496 | $153.1K | 0.00% | +447+4.9% | Added |
| Citigroup Inc | 9,400 | $151.5K | 0.00% | +210+2.3% | Added |
| Tower Research Capital LLC (TRC) | 9,073 | $146.3K | 0.00% | +8,118+850.1% | Added |
| GAMMA Investing LLC | 8,869 | $143.0K | 0.01% | +3,901+78.5% | Added |
| Wells Fargo & Company | 8,418 | $135.7K | 0.00% | +2,637+45.6% | Added |
| GeoWealth Management, LLC | 8,300 | $133.8K | 0.00% | +8,300 | New |