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 2026
Institutional positions in Pearson PLC as of Jun 30, 2026. 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
- 211
- +14 vs. Q1 2026
- Shares held
- 26.8M
- +896.6K (+3.5%) vs. Q1 2026
- Total value
- $424.8M
- +$83.8M (+24.6%) vs. Q1 2026
- New holders
- 28
- 107 more added
- Sold out
- 14
- 38 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Pearson PLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 3 | $48 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 6 | $95 | 0.00% | +6 | New |
| Whittier Trust Co | 6 | $99 | 0.00% | +6 | New |
| Godfrey Financial Associates, Inc. | 8 | $127 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 9 | $143 | 0.00% | +9 | New |
| Cassaday & Co Wealth Management LLC | 10 | $159 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 10 | $159 | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 14 | $222 | 0.00% | +14 | New |
| MidFirst Bank | 20 | $318 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 21 | $334 | 0.00% | −9−30.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 35 | $557 | 0.00% | +35 | New |
| Kilter Group LLC | 37 | $588 | 0.00% | +36+3,600.0% | Added |
| Zions Bancorporation, National Association | 38 | $604 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 39 | $620 | 0.00% | +38+3,800.0% | Added |
| Bogart Wealth, LLC | 45 | $715 | 0.00% | +14+45.2% | Added |
| SHP Wealth Management | 51 | $810 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $858 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 54 | $858 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 60 | $953 | 0.00% | +60 | New |
| Steward Partners Investment Advisory, LLC | 66 | $1.05K | 0.00% | +66 | New |
| Arlington Trust Co LLC | 72 | $1.14K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 75 | $1.19K | 0.00% | +9+13.6% | Added |
| Cornerstone Planning Group LLC | 80 | $1.29K | 0.00% | +27+50.9% | Added |
| American Capital Advisory, LLC | 82 | $1.30K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 85 | $1.35K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 86 | $1.37K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 87 | $1.38K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 96 | $1.52K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 101 | $1.60K | 0.00% | +84+494.1% | Added |
| Cornerstone Financial Management LLC | 118 | $1.88K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 125 | $1.99K | 0.00% | −1,500−92.3% | Reduced |
| Signature Equity Partners, LLC | 127 | $2.02K | 0.00% | +15+13.4% | Added |
| First Command Advisory Services, Inc. | 129 | $2.05K | 0.00% | +129 | New |
| JFS Wealth Advisors, LLC | 135 | $2.15K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 135 | $2.15K | 0.00% | +8+6.3% | Added |
| Retirement Wealth Solutions LLC | 172 | $2.73K | 0.00% | +29+20.3% | Added |
| IMA Wealth, Inc. | 176 | $2.80K | 0.00% | +57+47.9% | Added |
| Simplex Trading, LLC | 180 | $2.86K | 0.00% | +180 | New |
| GW&K Investment Management, LLC | 158 | $3.00K | 0.00% | +16+11.3% | Added |
| SJS Investment Consulting Inc. | 204 | $3.24K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 229 | $3.57K | 0.00% | +212+1,247.1% | Added |
| Bruce G. Allen Investments, LLC | 249 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 270 | $4.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 252 | $4.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 291 | $4.62K | 0.00% | +291 | New |
| Salomon & Ludwin, LLC | 295 | $4.83K | 0.00% | +289+4,816.7% | Added |
| Manchester Capital Management LLC | 367 | $5.83K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 380 | $6.04K | 0.00% | +61+19.1% | Added |
| Umb Bank N A | 413 | $6.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 418 | $6.64K | 0.00% | −1−0.2% | Reduced |
| Parkside Financial Bank & Trust | 442 | $7.02K | 0.00% | +50+12.8% | Added |
| Global Retirement Partners, LLC | 464 | $7.37K | 0.00% | +464 | New |
| Bell Investment Advisors, Inc | 540 | $8.58K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 568 | $9.03K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 605 | $9.61K | 0.00% | +393+185.4% | Added |
| Northwestern Mutual Wealth Management Co | 607 | $9.64K | 0.00% | −35−5.5% | Reduced |
| TD Private Client Wealth LLC | 651 | $10.3K | 0.00% | +94+16.9% | Added |
| Silver Grove Financial Group, Inc. | 725 | $11.5K | 0.01% | +725 | New |
| GHP Investment Advisors, Inc. | 741 | $11.8K | 0.00% | +11+1.5% | Added |
| Princeton Global Asset Management LLC | 767 | $12.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 982 | $15.6K | 0.00% | +284+40.7% | Added |
| Addison Advisors LLC | 1,100 | $17.5K | 0.01% | −5,532−83.4% | Reduced |
| Citigroup Inc | 1,166 | $18.5K | 0.00% | +169+17.0% | Added |
| Assetmark, Inc | 1,568 | $24.9K | 0.00% | +388+32.9% | Added |
| WealthCollab, LLC | 1,653 | $26.3K | 0.01% | −89−5.1% | Reduced |
| Rothschild Investment LLC | 1,694 | $26.9K | 0.00% | +72+4.4% | Added |
| SRS Capital Advisors, Inc. | 1,841 | $29.3K | 0.00% | +1,767+2,387.8% | Added |
| Fifth Third Bancorp | 1,934 | $30.7K | 0.00% | +241+14.2% | Added |
| Brown Brothers Harriman & Co | 1,974 | $31.4K | 0.00% | +403+25.7% | Added |
| Larson Financial Group LLC | 2,382 | $37.9K | 0.00% | +1,290+118.1% | Added |
| Clearstead Advisors, LLC | 3,086 | $49.0K | 0.00% | +3,086 | New |
| Wells Fargo & Company | 3,635 | $57.8K | 0.00% | −509−12.3% | Reduced |
| Cromwell Holdings LLC | 3,761 | $59.8K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,869 | $61.5K | 0.00% | −172−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 5,116 | $81.3K | 0.00% | +2,416+89.5% | Added |
| Hilltop National Bank | 5,585 | $88.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,418 | $101.6K | 0.00% | +2,520+64.6% | Added |
| Royal Bank of Canada | 6,515 | $104.0K | 0.00% | +902+16.1% | Added |
| Smartleaf Asset Management LLC | 7,502 | $117.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,459 | $118.5K | 0.01% | +220+3.0% | Added |
| EverSource Wealth Advisors, LLC | 8,082 | $128.4K | 0.00% | −5,268−39.5% | Reduced |
| GAMMA Investing LLC | 8,880 | $141.1K | 0.01% | +2,727+44.3% | Added |
| Basecamp Wealth Advisors LLC | 9,364 | $148.8K | 0.03% | +282+3.1% | Added |
| Modern Wealth Management, LLC | 10,546 | $167.6K | 0.00% | +10,546 | New |
| Commonwealth Equity Services, LLC | 10,701 | $170.0K | 0.00% | +10,701 | New |
| Callan Family Office, LLC | 11,890 | $188.9K | 0.00% | −1,136−8.7% | Reduced |
| Principal Street Partners, LLC | 11,894 | $189.0K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 12,259 | $194.8K | 0.00% | +1,287+11.7% | Added |
| Cetera Investment Advisers | 12,363 | $196.4K | 0.00% | +94+0.8% | Added |
| Parallel Advisors, LLC | 12,533 | $199.2K | 0.00% | +2,694+27.4% | Added |
| Venturi Wealth Management, LLC | 12,694 | $201.7K | 0.01% | +1,017+8.7% | Added |
| Allspring Global Investments Holdings, LLC | 12,564 | $208.9K | 0.00% | +1,013+8.8% | Added |
| Genus Capital Management Inc. | 13,260 | $210.7K | 0.02% | +13,260 | New |
| SmartHarvest Portfolios, LLC | 13,403 | $213.0K | 0.07% | +3,167+30.9% | Added |
| Ellevest, Inc. | 13,451 | $213.7K | 0.03% | −1,769−11.6% | Reduced |
| LPL Financial LLC | 13,514 | $214.7K | 0.00% | +13,514 | New |
| M&T Bank Corp | 13,615 | $216.6K | 0.00% | −4,826−26.2% | Reduced |
| Jones Financial Companies LLLP | 14,032 | $218.1K | 0.00% | +9,482+208.4% | Added |
| Franklin Resources Inc | 13,875 | $220.5K | 0.00% | −10,123−42.2% | Reduced |
| Promethos Capital, LLC | 14,380 | $228.5K | 0.06% | +14,380 | New |