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, Q1 2025
Institutional positions in Pearson PLC as of Mar 31, 2025. 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
- 177
- +27 vs. Q4 2024
- Shares held
- 18.7M
- +293.5K (+1.6%) vs. Q4 2024
- Total value
- $299.5M
- +$2.84M (+1.0%) vs. Q4 2024
- New holders
- 39
- 74 more added
- Sold out
- 12
- 40 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crane Advisory, LLC | 13,705 | $214.2K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 12,332 | $197.0K | 0.00% | −8,800−41.6% | Reduced |
| RSM US Wealth Management LLC | 11,939 | $191.1K | 0.00% | +823+7.4% | Added |
| Shilanski & Associates, Inc. | 11,701 | $187.3K | 0.06% | +11,701 | New |
| U.S. Capital Wealth Advisors, LLC | 11,570 | $185.2K | 0.01% | +11,570 | New |
| Savant Capital, LLC | 11,446 | $183.3K | 0.00% | +216+1.9% | Added |
| Verition Fund Management LLC | 11,081 | $177.4K | 0.00% | +11,081 | New |
| Personal Cfo Solutions, LLC | 10,792 | $172.8K | 0.04% | +10,792 | New |
| Yousif Capital Management, LLC | 10,790 | $172.7K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,416 | $166.8K | 0.01% | +10,416 | New |
| GAMMA Investing LLC | 10,237 | $163.9K | 0.01% | +1,368+15.4% | Added |
| Advisor Group Holdings, Inc. | 10,204 | $163.4K | 0.00% | −3,013−22.8% | Reduced |
| Wells Fargo & Company | 9,408 | $150.6K | 0.00% | +990+11.8% | Added |
| Parallel Advisors, LLC | 9,345 | $149.6K | 0.00% | −151−1.6% | Reduced |
| Russell Investments Group, Ltd. | 8,112 | $129.9K | 0.00% | +2,865+54.6% | Added |
| Addison Advisors LLC | 7,570 | $121.2K | 0.03% | +34+0.5% | Added |
| EverSource Wealth Advisors, LLC | 7,185 | $115.0K | 0.01% | +378+5.6% | Added |
| Coldstream Capital Management Inc | 6,917 | $110.7K | 0.00% | −4,012−36.7% | Reduced |
| Assetmark, Inc | 6,202 | $99.3K | 0.00% | +4,418+247.6% | Added |
| BNP Paribas Arbitrage, SA | 5,235 | $83.8K | 0.00% | −50,529−90.6% | Reduced |
| Smartleaf Asset Management LLC | 4,652 | $74.3K | 0.01% | +608+15.0% | Added |
| Ronald Blue Trust, Inc. | 4,515 | $72.3K | 0.00% | +449+11.0% | Added |
| CWM, LLC | 4,140 | $66.0K | 0.00% | +1,256+43.6% | Added |
| Lindbrook Capital, LLC | 4,031 | $64.5K | 0.01% | +384+10.5% | Added |
| Lazard Asset Management LLC | 3,913 | $62.0K | 0.00% | −38−1.0% | Reduced |
| Cromwell Holdings LLC | 3,761 | $61.0K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,484 | $55.8K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,400 | $54.4K | 0.00% | +3,400 | New |
| Skopos Labs, Inc. | 2,356 | $37.7K | 0.01% | +1,779+308.3% | Added |
| Farther Finance Advisors, LLC | 1,756 | $28.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,742 | $27.9K | 0.02% | −16−0.9% | Reduced |
| Allworth Financial LP | 1,720 | $27.3K | 0.00% | −772−31.0% | Reduced |
| SBI Securities Co., Ltd. | 1,655 | $26.5K | 0.00% | +3+0.2% | Added |
| TD Private Client Wealth LLC | 1,633 | $26.1K | 0.00% | +1,547+1,798.8% | Added |
| Rothschild Investment LLC | 1,453 | $23.3K | 0.00% | −43−2.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,414 | $22.6K | 0.00% | +1,414 | New |
| Fifth Third Bancorp | 1,411 | $22.6K | 0.00% | +152+12.1% | Added |
| Royal Bank of Canada | 1,201 | $19.0K | 0.00% | −7−0.6% | Reduced |
| Hantz Financial Services, Inc. | 973 | $16.0K | 0.00% | +973 | New |
| Park Place Capital Corp | 996 | $15.9K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 831 | $13.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 730 | $11.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 690 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 649 | $10.4K | 0.00% | −8,424−92.8% | Reduced |
| Bessemer Group Inc | 565 | $9.00K | 0.00% | +225+66.2% | Added |
| Bell Investment Advisors, Inc | 520 | $8.33K | 0.00% | −47−8.3% | Reduced |
| Parkside Financial Bank & Trust | 429 | $6.87K | 0.00% | +193+81.8% | Added |
| Bruce G. Allen Investments, LLC | 423 | $6.77K | 0.01% | −695−62.2% | Reduced |
| Umb Bank N A | 413 | $6.61K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 408 | $6.53K | 0.00% | +92+29.1% | Added |
| Principal Securities, Inc. | 365 | $5.88K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 350 | $5.59K | 0.00% | −50−12.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 349 | $5.59K | 0.00% | +349 | New |
| JFS Wealth Advisors, LLC | 264 | $4.23K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 252 | $4.04K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 225 | $3.62K | 0.00% | +225 | New |
| CVA Family Office, LLC | 191 | $3.06K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 158 | $2.53K | 0.00% | +158 | New |
| CIBC Private Wealth Group, LLC | 167 | $2.47K | 0.00% | +167 | New |
| Clean Yield Group | 137 | $2.19K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 116 | $1.86K | 0.00% | +116 | New |
| Hallmark Capital Management Inc | 108 | $1.73K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 79 | $1.26K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 68 | $1.09K | 0.00% | +68 | New |
| First Horizon Advisors, Inc. | 66 | $1.06K | 0.00% | +66 | New |
| Zions Bancorporation, National Association | 64 | $1.02K | 0.00% | +64 | New |
| Simplex Trading, LLC | 88 | $1.00K | 0.00% | +18+25.7% | Added |
| Larson Financial Group LLC | 62 | $993 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 60 | $961 | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 59 | $945 | 0.00% | +59 | New |
| Caitong International Asset Management Co., Ltd | 45 | $720 | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 45 | $708 | 0.00% | −35−43.8% | Reduced |
| Binnacle Investments Inc | 43 | $688 | 0.00% | +43 | New |
| Northwestern Mutual Wealth Management Co | 31 | $496 | 0.00% | +31 | New |
| True Wealth Design, LLC | 29 | $465 | 0.00% | −19−39.6% | Reduced |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −495,797−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −296,512−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −280,851−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −12,836−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |