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, Q2 2025
Institutional positions in Pearson PLC as of Jun 30, 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
- 185
- +13 vs. Q1 2025
- Shares held
- 21.5M
- +2.90M (+15.6%) vs. Q1 2025
- Total value
- $320.9M
- +$23.1M (+7.8%) vs. Q1 2025
- New holders
- 34
- 68 more added
- Sold out
- 21
- 55 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 13,912 | $207.7K | 0.00% | −22−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 13,197 | $197.0K | 0.01% | +6,012+83.7% | Added |
| Crane Advisory, LLC | 13,705 | $196.5K | 0.03% | 00.0% | Unchanged |
| Seeds Investor LLC | 12,734 | $190.1K | 0.04% | −1,504−10.6% | Reduced |
| Integrated Wealth Concepts LLC | 12,576 | $187.8K | 0.00% | +12,576 | New |
| Park Avenue Securities LLC | 12,456 | $186.0K | 0.00% | +12,456 | New |
| U.S. Capital Wealth Advisors, LLC | 12,294 | $183.5K | 0.01% | +724+6.3% | Added |
| Advisor Group Holdings, Inc. | 11,932 | $178.8K | 0.00% | +1,728+16.9% | Added |
| Bridgefront Capital, LLC | 11,970 | $178.7K | 0.05% | +11,970 | New |
| MML Investors Services, LLC | 11,796 | $176.0K | 0.00% | +11,796 | New |
| Shilanski & Associates, Inc. | 11,755 | $175.5K | 0.05% | +54+0.5% | Added |
| Yousif Capital Management, LLC | 10,790 | $161.1K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 10,633 | $158.8K | 0.00% | +10,633 | New |
| Personal Cfo Solutions, LLC | 10,473 | $156.4K | 0.03% | −319−3.0% | Reduced |
| Assetmark, Inc | 10,432 | $155.8K | 0.00% | +4,230+68.2% | Added |
| Quantbot Technologies LP | 10,344 | $154.4K | 0.00% | +10,344 | New |
| Barometer Capital Management Inc. | 10,011 | $149.5K | 0.04% | −20,200−66.9% | Reduced |
| Versant Capital Management, Inc | 9,320 | $139.1K | 0.02% | −6,723−41.9% | Reduced |
| Citigroup Inc | 9,296 | $138.8K | 0.00% | −16,193−63.5% | Reduced |
| Parallel Advisors, LLC | 9,017 | $134.6K | 0.00% | −328−3.5% | Reduced |
| Raymond James Financial Inc | 8,453 | $126.2K | 0.00% | −6,070−41.8% | Reduced |
| Russell Investments Group, Ltd. | 7,909 | $118.1K | 0.00% | −203−2.5% | Reduced |
| Wells Fargo & Company | 7,843 | $117.1K | 0.00% | −1,565−16.6% | Reduced |
| Addison Advisors LLC | 7,570 | $113.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,353 | $109.8K | 0.01% | −2,884−28.2% | Reduced |
| Skopos Labs, Inc. | 6,990 | $104.3K | 0.01% | +4,634+196.7% | Added |
| Hantz Financial Services, Inc. | 6,030 | $90.0K | 0.00% | +5,057+519.7% | Added |
| Hilltop National Bank | 5,585 | $83.4K | 0.02% | +5,585 | New |
| Smartleaf Asset Management LLC | 5,241 | $77.9K | 0.01% | +589+12.7% | Added |
| Ronald Blue Trust, Inc. | 5,113 | $76.3K | 0.00% | +598+13.2% | Added |
| AlphaCore Capital LLC | 4,708 | $70.3K | 0.00% | +4,708 | New |
| Global Trust Asset Management, LLC | 4,300 | $64.2K | 0.03% | +4,300 | New |
| Lazard Asset Management LLC | 3,913 | $58.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,761 | $56.2K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,492 | $52.1K | 0.00% | +1,859+113.8% | Added |
| Bryn Mawr Trust Co | 3,484 | $52.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,131 | $47.0K | 0.00% | −1,009−24.4% | Reduced |
| First Horizon Advisors, Inc. | 2,133 | $31.8K | 0.00% | +2,067+3,131.8% | Added |
| Fifth Third Bancorp | 1,947 | $29.1K | 0.00% | +536+38.0% | Added |
| Allworth Financial LP | 1,768 | $26.4K | 0.00% | +48+2.8% | Added |
| WealthCollab, LLC | 1,742 | $26.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,736 | $25.9K | 0.00% | +1,371+375.6% | Added |
| SBI Securities Co., Ltd. | 1,635 | $24.4K | 0.00% | −20−1.2% | Reduced |
| Acadian Asset Management LLC | 1,620 | $24.0K | 0.00% | +1,620 | New |
| Rothschild Investment LLC | 1,428 | $21.3K | 0.00% | −25−1.7% | Reduced |
| Farther Finance Advisors, LLC | 1,351 | $20.2K | 0.00% | −405−23.1% | Reduced |
| MAI Capital Management | 1,186 | $17.7K | 0.00% | +1,186 | New |
| Park Place Capital Corp | 996 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 831 | $12.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 767 | $11.5K | 0.00% | +767 | New |
| IFP Advisors, Inc | 730 | $10.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 699 | $10.4K | 0.00% | +9+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 607 | $9.06K | 0.00% | +576+1,858.1% | Added |
| Bell Investment Advisors, Inc | 520 | $7.76K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 499 | $7.45K | 0.00% | +499 | New |
| Bessemer Group Inc | 431 | $7.00K | 0.00% | −134−23.7% | Reduced |
| NewSquare Capital LLC | 418 | $6.24K | 0.00% | +350+514.7% | Added |
| Umb Bank N A | 413 | $6.17K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 408 | $6.09K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 307 | $4.58K | 0.00% | +307 | New |
| Dogwood Wealth Management LLC | 288 | $4.20K | 0.00% | +288 | New |
| Parkside Financial Bank & Trust | 269 | $4.02K | 0.00% | −160−37.3% | Reduced |
| JFS Wealth Advisors, LLC | 264 | $3.94K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 265 | $3.83K | 0.00% | +265 | New |
| Albion Financial Group | 252 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 249 | $3.72K | 0.00% | −174−41.1% | Reduced |
| Pinnacle Bancorp, Inc. | 228 | $3.40K | 0.00% | +228 | New |
| ORG Wealth Partners, LLC | 225 | $3.40K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 167 | $2.49K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 163 | $2.46K | 0.00% | +163 | New |
| Clean Yield Group | 137 | $2.04K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 96 | $1.43K | 0.00% | −95−49.7% | Reduced |
| Cornerstone Planning Group LLC | 82 | $1.23K | 0.00% | +37+82.2% | Added |
| Harbour Investments, Inc. | 79 | $1.18K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 64 | $956 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $926 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 60 | $896 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 51 | $762 | 0.00% | +50+5,000.0% | Added |
| Binnacle Investments Inc | 43 | $642 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $463 | 0.00% | +2+6.9% | Added |
| Manchester Capital Management LLC | 30 | $448 | 0.00% | +30 | New |
| Tower Research Capital LLC (TRC) | 24 | $358 | 0.00% | −625−96.3% | Reduced |
| Salomon & Ludwin, LLC | 4 | $59 | 0.00% | +4 | New |
| Key Financial Inc | 3 | $45 | 0.00% | +3 | New |
| LMR Partners LLP | 0 | $0 | 0.00% | −372,472−100.0% | Sold out |
| Henry James International Management, Inc. | 0 | $0 | 0.00% | −199,011−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −53,848−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −50,297−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,069−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −23,962−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −16,144−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −15,321−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −13,881−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,081−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −10,416−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −349−100.0% | Sold out |