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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 15 | $242 | 0.00% | −8−34.8% | Reduced |
| True Wealth Design, LLC | 48 | $774 | 0.00% | +5+11.6% | Added |
| Larson Financial Group LLC | 62 | $999 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 70 | $1.00K | 0.00% | +70 | New |
| Zions Bancorporation, N.A. | 64 | $1.03K | 0.00% | −252−79.7% | Reduced |
| Harbour Investments, Inc. | 79 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 80 | $1.29K | 0.00% | +80 | New |
| TD Private Client Wealth LLC | 86 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 101 | $1.63K | 0.00% | +101 | New |
| Newbridge Financial Services Group, Inc. | 106 | $1.71K | 0.00% | +106 | New |
| Hallmark Capital Management Inc | 108 | $1.74K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 142 | $2.00K | 0.00% | +16+12.7% | Added |
| Clean Yield Group | 137 | $2.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 191 | $3.08K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 213 | $3.43K | 0.00% | −44−17.1% | Reduced |
| Parkside Financial Bank & Trust | 236 | $3.81K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 243 | $3.92K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 252 | $4.06K | 0.00% | +252 | New |
| JFS Wealth Advisors, LLC | 264 | $4.26K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 316 | $5.09K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 355 | $5.72K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 365 | $5.88K | 0.00% | +287+367.9% | Added |
| Bessemer Group Inc | 340 | $6.00K | 0.00% | +103+43.5% | Added |
| Jones Financial Companies LLLP | 400 | $6.45K | 0.00% | +50+14.3% | Added |
| Umb Bank N A | 413 | $6.66K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 437 | $7.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 567 | $9.14K | 0.00% | +180+46.5% | Added |
| Skopos Labs, Inc. | 577 | $9.30K | 0.00% | +577 | New |
| GHP Investment Advisors, Inc. | 690 | $11.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 730 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 831 | $13.4K | 0.01% | +831 | New |
| Park Place Capital Corp | 996 | $16.1K | 0.00% | +186+23.0% | Added |
| Bruce G. Allen Investments, LLC | 1,118 | $18.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,208 | $20.0K | 0.00% | −155−11.4% | Reduced |
| Fifth Third Bancorp | 1,259 | $20.3K | 0.00% | +107+9.3% | Added |
| Rothschild Investment LLC | 1,496 | $24.1K | 0.00% | +14+0.9% | Added |
| Versant Capital Management, Inc | 1,625 | $26.2K | 0.01% | +1,625 | New |
| Proequities, Inc. | 1,663 | $26.4K | 0.00% | −405−19.6% | Reduced |
| SBI Securities Co., Ltd. | 1,652 | $26.6K | 0.00% | +1,652 | New |
| Farther Finance Advisors, LLC | 1,756 | $28.3K | 0.00% | +290+19.8% | Added |
| WealthCollab, LLC | 1,758 | $28.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,784 | $28.8K | 0.00% | −102−5.4% | Reduced |
| Allworth Financial LP | 2,492 | $39.5K | 0.00% | +154+6.6% | Added |
| CWM, LLC | 2,884 | $46.0K | 0.00% | +53+1.9% | Added |
| Bryn Mawr Trust Co | 3,484 | $56.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,647 | $58.8K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,761 | $60.6K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,951 | $63.0K | 0.00% | −97−2.4% | Reduced |
| Smartleaf Asset Management LLC | 4,044 | $64.9K | 0.01% | +2,811+228.0% | Added |
| Ronald Blue Trust, Inc. | 4,066 | $65.5K | 0.00% | −21,132−83.9% | Reduced |
| Russell Investments Group, Ltd. | 5,247 | $84.6K | 0.00% | +3,754+251.4% | Added |
| Hilltop National Bank | 5,585 | $90.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,807 | $109.7K | 0.01% | +1,937+39.8% | Added |
| Addison Advisors LLC | 7,536 | $121.5K | 0.03% | +27+0.4% | Added |
| GeoWealth Management, LLC | 8,300 | $133.8K | 0.00% | +8,300 | New |
| Wells Fargo & Company | 8,418 | $135.7K | 0.00% | +2,637+45.6% | Added |
| GAMMA Investing LLC | 8,869 | $143.0K | 0.01% | +3,901+78.5% | Added |
| Tower Research Capital LLC (TRC) | 9,073 | $146.3K | 0.00% | +8,118+850.1% | Added |
| Citigroup Inc | 9,400 | $151.5K | 0.00% | +210+2.3% | Added |
| Parallel Advisors, LLC | 9,496 | $153.1K | 0.00% | +447+4.9% | Added |
| CAPROCK Group, Inc. | 10,397 | $167.6K | 0.01% | −367−3.4% | Reduced |
| Yousif Capital Management, LLC | 10,790 | $173.9K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,844 | $174.8K | 0.01% | +77+0.7% | Added |
| Coldstream Capital Management Inc | 10,929 | $176.2K | 0.00% | +10,929 | New |
| RSM US Wealth Management LLC | 11,116 | $178.7K | 0.00% | −591−5.0% | Reduced |
| Savant Capital, LLC | 11,230 | $181.0K | 0.00% | +11,230 | New |
| Glenmede Trust Co NA | 11,591 | $186.8K | 0.00% | +608+5.5% | Added |
| Truist Financial Corp | 11,842 | $190.9K | 0.00% | +1,625+15.9% | Added |
| Balyasny Asset Management LLC | 11,929 | $192.3K | 0.00% | +11,929 | New |
| Rhumbline Advisers | 12,452 | $200.7K | 0.00% | +44+0.4% | Added |
| Eqis Capital Management, Inc. | 12,836 | $206.9K | 0.02% | −1,936−13.1% | Reduced |
| Advisor Group Holdings, Inc. | 13,217 | $213.1K | 0.00% | +3,068+30.2% | Added |
| Crane Advisory, LLC | 13,705 | $218.9K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,612 | $219.4K | 0.00% | −346−2.5% | Reduced |
| Seeds Investor LLC | 13,929 | $224.5K | 0.06% | +1,677+13.7% | Added |
| Sequoia Financial Advisors, LLC | 13,944 | $224.8K | 0.00% | +941+7.2% | Added |
| Raymond James Financial Inc | 13,948 | $224.8K | 0.00% | +13,948 | New |
| Great Waters Wealth Management | 14,506 | $233.8K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 14,745 | $237.7K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 14,892 | $240.1K | 0.05% | +98+0.7% | Added |
| First Affirmative Financial Network | 15,002 | $241.8K | 0.14% | −1,747−10.4% | Reduced |
| M&T Bank Corp | 15,252 | $246.1K | 0.00% | +157+1.0% | Added |
| Gitterman Wealth Management, LLC | 15,397 | $248.2K | 0.10% | +1,276+9.0% | Added |
| Quadrant Capital Group LLC | 15,430 | $248.7K | 0.02% | +1,451+10.4% | Added |
| TownSquare Capital, LLC | 16,554 | $266.9K | 0.00% | +2,167+15.1% | Added |
| Cable Hill Partners, LLC | 16,584 | $267.3K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 16,728 | $269.7K | 0.00% | −588−3.4% | Reduced |
| Franklin Resources Inc | 16,733 | $269.7K | 0.00% | +177+1.1% | Added |
| Signaturefd, LLC | 17,056 | $274.9K | 0.01% | +122+0.7% | Added |
| Callan Capital, LLC | 17,965 | $289.6K | 0.02% | +2,638+17.2% | Added |
| Evergreen Capital Management LLC | 18,884 | $304.4K | 0.01% | +1,772+10.4% | Added |
| O'Shaughnessy Asset Management, LLC | 19,263 | $310.5K | 0.00% | +1,219+6.8% | Added |
| Ameriprise Financial Inc | 19,547 | $315.1K | 0.00% | +1,335+7.3% | Added |
| Ellevest, Inc. | 19,788 | $319.0K | 0.02% | −1,711−8.0% | Reduced |
| HRT Financial LP | 21,132 | $340.0K | 0.00% | −101,049−82.7% | Reduced |
| The PNC Financial Services Group, Inc. | 21,839 | $352.0K | 0.00% | −823−3.6% | Reduced |
| First Trust Advisors LP | 21,979 | $354.3K | 0.00% | +21,979 | New |
| Alaska Permanent Fund Corp | 23,962 | $386.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25,485 | $410.8K | 0.04% | −2,636−9.4% | Reduced |