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 2025
Institutional positions in Pearson PLC as of Dec 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
- 193
- +23 vs. Q3 2025
- Shares held
- 24.2M
- +3.72M (+18.1%) vs. Q3 2025
- Total value
- $340.2M
- +$49.7M (+17.1%) vs. Q3 2025
- New holders
- 42
- 69 more added
- Sold out
- 19
- 56 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 3 | $42 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $56 | 0.00% | −7−63.6% | Reduced |
| Retirement Wealth Solutions LLC | 5 | $71 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 8 | $112 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 9 | $127 | 0.00% | +9 | New |
| CIBC Private Wealth Group, LLC | 12 | $168 | 0.00% | −1,745−99.3% | Reduced |
| Creative Financial Designs Inc | 15 | $211 | 0.00% | +15 | New |
| Financial Consulate, Inc | 20 | $281 | 0.00% | −44−68.8% | Reduced |
| Ancora Advisors, LLC | 32 | $449 | 0.00% | +32 | New |
| American Capital Advisory, LLC | 32 | $450 | 0.00% | +32 | New |
| Huntington National Bank | 33 | $463 | 0.00% | +32+3,200.0% | Added |
| Independence Bank of Kentucky | 36 | $505 | 0.00% | +36 | New |
| Zions Bancorporation, National Association | 38 | $534 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 51 | $664 | 0.00% | +31+155.0% | Added |
| SHP Wealth Management | 51 | $716 | 0.00% | +51 | New |
| Ares Financial Consulting, LLC | 57 | $800 | 0.00% | +57 | New |
| Harbour Investments, Inc. | 79 | $1.11K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 80 | $1.12K | 0.00% | +47+142.4% | Added |
| Rossby Financial, LCC | 87 | $1.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 96 | $1.35K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 108 | $1.52K | 0.00% | +59+120.4% | Added |
| Signature Equity Partners, LLC | 110 | $1.54K | 0.00% | +110 | New |
| IMA Wealth, Inc. | 112 | $1.57K | 0.00% | +112 | New |
| Dogwood Wealth Management LLC | 115 | $1.61K | 0.00% | −187−61.9% | Reduced |
| Cornerstone Financial Management LLC | 118 | $1.66K | 0.00% | +118 | New |
| Clean Yield Group | 137 | $1.92K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 173 | $2.43K | 0.00% | +173 | New |
| Manning & Napier Advisors LLC | 204 | $2.88K | 0.00% | +204 | New |
| GWM Advisors LLC | 249 | $3.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 249 | $3.50K | 0.00% | −105−29.7% | Reduced |
| Bruce G. Allen Investments, LLC | 249 | $3.50K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 252 | $3.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 264 | $3.71K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 307 | $4.31K | 0.00% | +307 | New |
| Manchester Capital Management LLC | 314 | $4.41K | 0.00% | +314 | New |
| MAI Capital Management | 322 | $4.52K | 0.00% | +90+38.8% | Added |
| Parkside Financial Bank & Trust | 330 | $4.63K | 0.00% | +94+39.8% | Added |
| Allworth Financial LP | 348 | $4.89K | 0.00% | −126−26.6% | Reduced |
| Bessemer Group Inc | 399 | $5.00K | 0.00% | +167+72.0% | Added |
| Umb Bank N A | 413 | $5.80K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 472 | $6.63K | 0.00% | +341+260.3% | Added |
| Global Retirement Partners, LLC | 482 | $6.77K | 0.00% | +168+53.5% | Added |
| Bell Investment Advisors, Inc | 503 | $7.06K | 0.00% | +39+8.4% | Added |
| Bryn Mawr Trust Co | 592 | $8.31K | 0.00% | +592 | New |
| Northwestern Mutual Wealth Management Co | 624 | $8.76K | 0.00% | +16+2.6% | Added |
| Salomon & Ludwin, LLC | 641 | $9.03K | 0.00% | +491+327.3% | Added |
| GHP Investment Advisors, Inc. | 705 | $9.90K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 751 | $10.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 759 | $10.7K | 0.00% | +759 | New |
| Princeton Global Asset Management LLC | 767 | $10.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,229 | $17.3K | 0.00% | −2,255−64.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,241 | $17.4K | 0.00% | −1,772−58.8% | Reduced |
| Fifth Third Bancorp | 1,253 | $17.6K | 0.00% | −61−4.6% | Reduced |
| UBS Asset Management Americas Inc | 1,478 | $20.8K | 0.00% | +1,478 | New |
| SBI Securities Co., Ltd. | 1,635 | $23.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,742 | $24.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,814 | $25.5K | 0.00% | +386+27.0% | Added |
| Assetmark, Inc | 2,096 | $29.4K | 0.00% | +43+2.1% | Added |
| Kestra Advisory Services, LLC | 2,517 | $35.3K | 0.00% | +2,517 | New |
| Farther Finance Advisors, LLC | 2,947 | $41.4K | 0.00% | +1,036+54.2% | Added |
| Royal Bank of Canada | 3,009 | $43.0K | 0.00% | −116,423−97.5% | Reduced |
| SageView Advisory Group, LLC | 3,339 | $46.9K | 0.00% | +3,339 | New |
| CWM, LLC | 3,732 | $52.0K | 0.00% | +510+15.8% | Added |
| Cromwell Holdings LLC | 3,761 | $52.8K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4,300 | $60.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,393 | $61.7K | 0.00% | −849−16.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 4,579 | $64.3K | 0.02% | +4,579 | New |
| Hilltop National Bank | 5,585 | $78.4K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 6,855 | $96.2K | 0.02% | −64−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,453 | $104.6K | 0.01% | +7,453 | New |
| Wells Fargo & Company | 7,669 | $107.7K | 0.00% | −770−9.1% | Reduced |
| Smartleaf Asset Management LLC | 7,758 | $109.5K | 0.00% | +1,874+31.8% | Added |
| Rockefeller Capital Management L.P. | 8,214 | $115.3K | 0.00% | −161,295−95.2% | Reduced |
| GAMMA Investing LLC | 8,397 | $117.9K | 0.01% | +922+12.3% | Added |
| Basecamp Wealth Advisors LLC | 9,114 | $128.0K | 0.03% | +9,114 | New |
| Parallel Advisors, LLC | 9,216 | $129.4K | 0.00% | −223−2.4% | Reduced |
| Savant Capital, LLC | 10,122 | $142.1K | 0.00% | +10,122 | New |
| Colony Group, LLC | 10,191 | $143.1K | 0.00% | +10,191 | New |
| Vise Technologies, Inc. | 10,197 | $143.2K | 0.00% | +10,197 | New |
| EverSource Wealth Advisors, LLC | 10,270 | $144.2K | 0.01% | −943−8.4% | Reduced |
| Optas, LLC | 10,333 | $145.1K | 0.02% | +10,333 | New |
| Advisor Group Holdings, Inc. | 10,520 | $147.7K | 0.00% | −784−6.9% | Reduced |
| PDS Planning, Inc | 10,727 | $150.6K | 0.01% | +10,727 | New |
| Lido Advisors, LLC | 11,057 | $156.5K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 11,495 | $161.4K | 0.04% | +11,495 | New |
| Principal Street Partners, LLC | 11,894 | $167.0K | 0.03% | −2,998−20.1% | Reduced |
| Cetera Investment Advisers | 12,561 | $176.4K | 0.00% | +12,561 | New |
| Crane Advisory, LLC | 13,705 | $196.9K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,024 | $197.0K | 0.00% | +2,308+19.7% | Added |
| Ellevest, Inc. | 14,184 | $199.1K | 0.03% | −1,628−10.3% | Reduced |
| Mather Group, LLC. | 14,745 | $207.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15,292 | $214.7K | 0.03% | +1,239+8.8% | Added |
| United Capital Financial Advisers, LLC | 15,363 | $215.7K | 0.00% | +2,300+17.6% | Added |
| Rhumbline Advisers | 15,713 | $220.6K | 0.00% | +3,640+30.1% | Added |
| RSM US Wealth Management LLC | 16,058 | $226.7K | 0.00% | +1,356+9.2% | Added |
| AlphaCore Capital LLC | 16,468 | $231.2K | 0.01% | −1,675−9.2% | Reduced |
| Truist Financial Corp | 16,621 | $233.4K | 0.00% | −1,149−6.5% | Reduced |
| Ritholtz Wealth Management | 16,725 | $234.8K | 0.00% | −2,440−12.7% | Reduced |
| Great Waters Wealth Management | 16,800 | $235.9K | 0.03% | −1,444−7.9% | Reduced |