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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 7,536 | $121.5K | 0.03% | +27+0.4% | Added |
| EverSource Wealth Advisors, LLC | 6,807 | $109.7K | 0.01% | +1,937+39.8% | Added |
| Hilltop National Bank | 5,585 | $90.0K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,247 | $84.6K | 0.00% | +3,754+251.4% | Added |
| Ronald Blue Trust, Inc. | 4,066 | $65.5K | 0.00% | −21,132−83.9% | Reduced |
| Smartleaf Asset Management LLC | 4,044 | $64.9K | 0.01% | +2,811+228.0% | Added |
| Lazard Asset Management LLC | 3,951 | $63.0K | 0.00% | −97−2.4% | Reduced |
| Cromwell Holdings LLC | 3,761 | $60.6K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,647 | $58.8K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,484 | $56.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,884 | $46.0K | 0.00% | +53+1.9% | Added |
| Allworth Financial LP | 2,492 | $39.5K | 0.00% | +154+6.6% | Added |
| Assetmark, Inc | 1,784 | $28.8K | 0.00% | −102−5.4% | Reduced |
| WealthCollab, LLC | 1,758 | $28.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,756 | $28.3K | 0.00% | +290+19.8% | Added |
| SBI Securities Co., Ltd. | 1,652 | $26.6K | 0.00% | +1,652 | New |
| Proequities, Inc. | 1,663 | $26.4K | 0.00% | −405−19.6% | Reduced |
| Versant Capital Management, Inc | 1,625 | $26.2K | 0.01% | +1,625 | New |
| Rothschild Investment LLC | 1,496 | $24.1K | 0.00% | +14+0.9% | Added |
| Fifth Third Bancorp | 1,259 | $20.3K | 0.00% | +107+9.3% | Added |
| Royal Bank of Canada | 1,208 | $20.0K | 0.00% | −155−11.4% | Reduced |
| Bruce G. Allen Investments, LLC | 1,118 | $18.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 996 | $16.1K | 0.00% | +186+23.0% | Added |
| Sierra Ocean, LLC | 831 | $13.4K | 0.01% | +831 | New |
| IFP Advisors, Inc | 730 | $11.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 690 | $11.1K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 577 | $9.30K | 0.00% | +577 | New |
| Bell Investment Advisors, Inc | 567 | $9.14K | 0.00% | +180+46.5% | Added |
| Eagle Bay Advisors LLC | 437 | $7.04K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 413 | $6.66K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 400 | $6.45K | 0.00% | +50+14.3% | Added |
| Bessemer Group Inc | 340 | $6.00K | 0.00% | +103+43.5% | Added |
| Principal Securities, Inc. | 365 | $5.88K | 0.00% | +287+367.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 355 | $5.72K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 316 | $5.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $4.26K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 252 | $4.06K | 0.00% | +252 | New |
| GWM Advisors LLC | 243 | $3.92K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 236 | $3.81K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 213 | $3.43K | 0.00% | −44−17.1% | Reduced |
| CVA Family Office, LLC | 191 | $3.08K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 137 | $2.21K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 142 | $2.00K | 0.00% | +16+12.7% | Added |
| Hallmark Capital Management Inc | 108 | $1.74K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 106 | $1.71K | 0.00% | +106 | New |
| Bogart Wealth, LLC | 101 | $1.63K | 0.00% | +101 | New |
| TD Private Client Wealth LLC | 86 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 80 | $1.29K | 0.00% | +80 | New |
| Harbour Investments, Inc. | 79 | $1.27K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 64 | $1.03K | 0.00% | −252−79.7% | Reduced |
| Simplex Trading, LLC | 70 | $1.00K | 0.00% | +70 | New |
| Larson Financial Group LLC | 62 | $999 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $774 | 0.00% | +5+11.6% | Added |
| Mendota Financial Group, LLC | 15 | $242 | 0.00% | −8−34.8% | Reduced |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −383,282−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −118,435−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −85,635−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −56,713−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −48,674−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −46,300−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −42,151−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −23,864−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −21,174−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −15,344−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,961−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −3,145−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |