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, Q3 2025
Institutional positions in Pearson PLC as of Sep 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
- 177
- −6 vs. Q2 2025
- Shares held
- 20.8M
- −664.3K (−3.1%) vs. Q2 2025
- Total value
- $294.5M
- −$25.9M (−8.1%) vs. Q2 2025
- New holders
- 27
- 61 more added
- Sold out
- 33
- 64 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 40 | $0 | 0.00% | +40 | New |
| Huntington National Bank | 1 | $14 | 0.00% | −50−98.0% | Reduced |
| Key Financial Inc | 3 | $43 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $145 | 0.00% | −62−75.6% | Reduced |
| Root Financial Partners, LLC | 11 | $156 | 0.00% | +11 | New |
| Montag A & Associates Inc | 23 | $326 | 0.00% | +23 | New |
| Principia Wealth Advisory, LLC | 33 | $467 | 0.00% | +33 | New |
| Zions Bancorporation, National Association | 38 | $538 | 0.00% | −26−40.6% | Reduced |
| Binnacle Investments Inc | 43 | $609 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $694 | 0.00% | −3,443−98.6% | Reduced |
| Financial Consulate, Inc | 64 | $907 | 0.00% | +64 | New |
| UMA Financial Services, Inc. | 67 | $949 | 0.00% | +67 | New |
| Harbour Investments, Inc. | 79 | $1.12K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 87 | $1.24K | 0.00% | +87 | New |
| CVA Family Office, LLC | 96 | $1.36K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 131 | $1.85K | 0.00% | +69+111.3% | Added |
| Clean Yield Group | 137 | $1.94K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 143 | $2.02K | 0.00% | +143 | New |
| Salomon & Ludwin, LLC | 150 | $2.14K | 0.00% | +146+3,650.0% | Added |
| Transamerica Financial Advisors, Inc. | 157 | $2.22K | 0.00% | +157 | New |
| Bessemer Group Inc | 232 | $3.00K | 0.00% | −199−46.2% | Reduced |
| Pinnacle Bancorp, Inc. | 228 | $3.23K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 232 | $3.29K | 0.00% | −954−80.4% | Reduced |
| Parkside Financial Bank & Trust | 236 | $3.34K | 0.00% | −33−12.3% | Reduced |
| Bare Financial Services, Inc | 239 | $3.38K | 0.00% | +239 | New |
| GWM Advisors LLC | 249 | $3.52K | 0.00% | −25,412−99.0% | Reduced |
| Bruce G. Allen Investments, LLC | 249 | $3.53K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 252 | $3.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $3.74K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 302 | $4.28K | 0.00% | +14+4.9% | Added |
| Global Retirement Partners, LLC | 314 | $4.45K | 0.00% | −185−37.1% | Reduced |
| True Wealth Design, LLC | 354 | $5.01K | 0.00% | +323+1,041.9% | Added |
| Wealthspire Advisors, LLC | 411 | $5.82K | 0.00% | +411 | New |
| Umb Bank N A | 413 | $5.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 464 | $6.57K | 0.00% | −56−10.8% | Reduced |
| Allworth Financial LP | 474 | $6.71K | 0.00% | −1,294−73.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 608 | $8.61K | 0.00% | +1+0.2% | Added |
| GHP Investment Advisors, Inc. | 705 | $9.98K | 0.00% | +6+0.9% | Added |
| Park Place Capital Corp | 751 | $10.6K | 0.00% | −245−24.6% | Reduced |
| Princeton Global Asset Management LLC | 767 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,314 | $18.6K | 0.00% | −633−32.5% | Reduced |
| Rothschild Investment LLC | 1,428 | $20.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,635 | $23.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,692 | $24.0K | 0.00% | −44−2.5% | Reduced |
| WealthCollab, LLC | 1,742 | $24.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,757 | $24.9K | 0.00% | +1,590+952.1% | Added |
| Farther Finance Advisors, LLC | 1,911 | $27.1K | 0.00% | +560+41.5% | Added |
| Assetmark, Inc | 2,053 | $29.1K | 0.00% | −8,379−80.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,013 | $42.7K | 0.00% | +3,013 | New |
| CWM, LLC | 3,222 | $46.0K | 0.00% | +91+2.9% | Added |
| Citigroup Inc | 3,484 | $49.3K | 0.00% | −5,812−62.5% | Reduced |
| Cromwell Holdings LLC | 3,761 | $53.3K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4,300 | $60.9K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,242 | $74.2K | 0.00% | +129+2.5% | Added |
| Hilltop National Bank | 5,585 | $79.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,884 | $82.9K | 0.01% | +643+12.3% | Added |
| Addison Advisors LLC | 6,919 | $98.0K | 0.02% | −651−8.6% | Reduced |
| GAMMA Investing LLC | 7,475 | $105.8K | 0.01% | +122+1.7% | Added |
| Wells Fargo & Company | 8,439 | $119.5K | 0.00% | +596+7.6% | Added |
| Parallel Advisors, LLC | 9,439 | $133.7K | 0.00% | +422+4.7% | Added |
| Barometer Capital Management Inc. | 10,011 | $141.8K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 10,257 | $145.2K | 0.00% | −30,732−75.0% | Reduced |
| Lido Advisors, LLC | 11,057 | $156.6K | 0.00% | +11,057 | New |
| EverSource Wealth Advisors, LLC | 11,213 | $158.8K | 0.01% | −1,984−15.0% | Reduced |
| Advisor Group Holdings, Inc. | 11,304 | $159.5K | 0.00% | −628−5.3% | Reduced |
| Seeds Investor LLC | 11,434 | $161.9K | 0.03% | −1,300−10.2% | Reduced |
| Park Avenue Securities LLC | 11,716 | $166.0K | 0.00% | −740−5.9% | Reduced |
| Rhumbline Advisers | 12,073 | $170.9K | 0.00% | −2,324−16.1% | Reduced |
| Ieq Capital, LLC | 12,158 | $172.2K | 0.00% | +12,158 | New |
| Russell Investments Group, Ltd. | 12,218 | $173.0K | 0.00% | +4,309+54.5% | Added |
| Bayesian Capital Management, LP | 12,500 | $177.0K | 0.04% | +12,500 | New |
| Engineers Gate Manager LP | 13,002 | $184.1K | 0.00% | −13,921−51.7% | Reduced |
| United Capital Financial Advisers, LLC | 13,063 | $185.0K | 0.00% | −849−6.1% | Reduced |
| UBS Group AG | 13,077 | $185.2K | 0.00% | −18,519−58.6% | Reduced |
| Crane Advisory, LLC | 13,705 | $190.4K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14,053 | $199.0K | 0.03% | +4,733+50.8% | Added |
| RSM US Wealth Management LLC | 14,702 | $208.2K | 0.00% | +458+3.2% | Added |
| Mather Group, LLC. | 14,745 | $208.8K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 14,892 | $210.9K | 0.03% | −14,892−50.0% | Reduced |
| Ellevest, Inc. | 15,812 | $223.9K | 0.03% | −1,046−6.2% | Reduced |
| First Affirmative Financial Network | 15,899 | $225.1K | 0.11% | −834−5.0% | Reduced |
| Gitterman Wealth Management, LLC | 16,449 | $232.9K | 0.05% | +1,299+8.6% | Added |
| PharVision Advisers, LLC | 16,583 | $234.8K | 0.13% | +16,583 | New |
| First Trust Advisors LP | 17,162 | $243.0K | 0.00% | −3,999−18.9% | Reduced |
| Hantz Financial Services, Inc. | 17,357 | $246.0K | 0.00% | +11,327+187.8% | Added |
| Callan Family Office, LLC | 17,726 | $251.0K | 0.01% | −2,853−13.9% | Reduced |
| Truist Financial Corp | 17,770 | $251.6K | 0.00% | −4,109−18.8% | Reduced |
| Signaturefd, LLC | 18,137 | $256.8K | 0.00% | +1,375+8.2% | Added |
| AlphaCore Capital LLC | 18,143 | $256.9K | 0.01% | +13,435+285.4% | Added |
| Great Waters Wealth Management | 18,244 | $258.3K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 18,231 | $258.4K | 0.00% | +116+0.6% | Added |
| Franklin Resources Inc | 18,531 | $262.4K | 0.00% | +1,714+10.2% | Added |
| Squarepoint Ops LLC | 19,026 | $269.4K | 0.00% | +19,026 | New |
| Ritholtz Wealth Management | 19,165 | $271.4K | 0.01% | +1,404+7.9% | Added |
| Ameriprise Financial Inc | 19,408 | $274.8K | 0.00% | +367+1.9% | Added |
| Glenmede Investment Management, LP | 19,455 | $275.5K | 0.00% | −5,094−20.8% | Reduced |
| Fca Corp | 20,000 | $283.2K | 0.08% | +4,000+25.0% | Added |
| Coldstream Capital Management Inc | 20,210 | $286.2K | 0.00% | −3,685−15.4% | Reduced |
| Point72 Asset Management, L.P. | 20,233 | $286.5K | 0.00% | −226,661−91.8% | Reduced |