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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 17,379 | $276.1K | 0.00% | −217−1.2% | Reduced |
| CAPROCK Group, Inc. | 17,234 | $273.8K | 0.01% | +2,202+14.6% | Added |
| Great Waters Wealth Management | 16,800 | $267.0K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 16,700 | $265.4K | 0.00% | +735+4.6% | Added |
| Park Avenue Securities LLC | 16,494 | $262.0K | 0.00% | +3,213+24.2% | Added |
| UBS Asset Management Americas Inc | 16,001 | $254.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 15,678 | $249.1K | 0.00% | −2,285−12.7% | Reduced |
| RSM US Wealth Management LLC | 15,254 | $242.4K | 0.00% | +79+0.5% | Added |
| Mather Group, LLC. | 14,745 | $234.3K | 0.00% | 00.0% | Unchanged |
| Crane Advisory, LLC | 13,705 | $231.5K | 0.03% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 13,709 | $229.8K | 0.01% | +13,709 | New |
| Promethos Capital, LLC | 14,380 | $228.5K | 0.06% | +14,380 | New |
| Franklin Resources Inc | 13,875 | $220.5K | 0.00% | −10,123−42.2% | Reduced |
| Jones Financial Companies LLLP | 14,032 | $218.1K | 0.00% | +9,482+208.4% | Added |
| M&T Bank Corp | 13,615 | $216.6K | 0.00% | −4,826−26.2% | Reduced |
| LPL Financial LLC | 13,514 | $214.7K | 0.00% | +13,514 | New |
| Ellevest, Inc. | 13,451 | $213.7K | 0.03% | −1,769−11.6% | Reduced |
| SmartHarvest Portfolios, LLC | 13,403 | $213.0K | 0.07% | +3,167+30.9% | Added |
| Genus Capital Management Inc. | 13,260 | $210.7K | 0.02% | +13,260 | New |
| Allspring Global Investments Holdings, LLC | 12,564 | $208.9K | 0.00% | +1,013+8.8% | Added |
| Venturi Wealth Management, LLC | 12,694 | $201.7K | 0.01% | +1,017+8.7% | Added |
| Parallel Advisors, LLC | 12,533 | $199.2K | 0.00% | +2,694+27.4% | Added |
| Cetera Investment Advisers | 12,363 | $196.4K | 0.00% | +94+0.8% | Added |
| Summit Trail Advisors, LLC | 12,259 | $194.8K | 0.00% | +1,287+11.7% | Added |
| Principal Street Partners, LLC | 11,894 | $189.0K | 0.03% | 00.0% | Unchanged |
| Callan Family Office, LLC | 11,890 | $188.9K | 0.00% | −1,136−8.7% | Reduced |
| Commonwealth Equity Services, LLC | 10,701 | $170.0K | 0.00% | +10,701 | New |
| Modern Wealth Management, LLC | 10,546 | $167.6K | 0.00% | +10,546 | New |
| Basecamp Wealth Advisors LLC | 9,364 | $148.8K | 0.03% | +282+3.1% | Added |
| GAMMA Investing LLC | 8,880 | $141.1K | 0.01% | +2,727+44.3% | Added |
| EverSource Wealth Advisors, LLC | 8,082 | $128.4K | 0.00% | −5,268−39.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,459 | $118.5K | 0.01% | +220+3.0% | Added |
| Smartleaf Asset Management LLC | 7,502 | $117.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,515 | $104.0K | 0.00% | +902+16.1% | Added |
| Farther Finance Advisors, LLC | 6,418 | $101.6K | 0.00% | +2,520+64.6% | Added |
| Hilltop National Bank | 5,585 | $88.7K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,116 | $81.3K | 0.00% | +2,416+89.5% | Added |
| Ronald Blue Trust, Inc. | 3,869 | $61.5K | 0.00% | −172−4.3% | Reduced |
| Cromwell Holdings LLC | 3,761 | $59.8K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,635 | $57.8K | 0.00% | −509−12.3% | Reduced |
| Clearstead Advisors, LLC | 3,086 | $49.0K | 0.00% | +3,086 | New |
| Larson Financial Group LLC | 2,382 | $37.9K | 0.00% | +1,290+118.1% | Added |
| Brown Brothers Harriman & Co | 1,974 | $31.4K | 0.00% | +403+25.7% | Added |
| Fifth Third Bancorp | 1,934 | $30.7K | 0.00% | +241+14.2% | Added |
| SRS Capital Advisors, Inc. | 1,841 | $29.3K | 0.00% | +1,767+2,387.8% | Added |
| Rothschild Investment LLC | 1,694 | $26.9K | 0.00% | +72+4.4% | Added |
| WealthCollab, LLC | 1,653 | $26.3K | 0.01% | −89−5.1% | Reduced |
| Assetmark, Inc | 1,568 | $24.9K | 0.00% | +388+32.9% | Added |
| Citigroup Inc | 1,166 | $18.5K | 0.00% | +169+17.0% | Added |
| Addison Advisors LLC | 1,100 | $17.5K | 0.01% | −5,532−83.4% | Reduced |
| Park Place Capital Corp | 982 | $15.6K | 0.00% | +284+40.7% | Added |
| Princeton Global Asset Management LLC | 767 | $12.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 741 | $11.8K | 0.00% | +11+1.5% | Added |
| Silver Grove Financial Group, Inc. | 725 | $11.5K | 0.01% | +725 | New |
| TD Private Client Wealth LLC | 651 | $10.3K | 0.00% | +94+16.9% | Added |
| Northwestern Mutual Wealth Management Co | 607 | $9.64K | 0.00% | −35−5.5% | Reduced |
| Owl Creek Wealth Partners LLC | 605 | $9.61K | 0.00% | +393+185.4% | Added |
| Ares Financial Consulting, LLC | 568 | $9.03K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 540 | $8.58K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 464 | $7.37K | 0.00% | +464 | New |
| Parkside Financial Bank & Trust | 442 | $7.02K | 0.00% | +50+12.8% | Added |
| Allworth Financial LP | 418 | $6.64K | 0.00% | −1−0.2% | Reduced |
| Umb Bank N A | 413 | $6.56K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 380 | $6.04K | 0.00% | +61+19.1% | Added |
| Manchester Capital Management LLC | 367 | $5.83K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 295 | $4.83K | 0.00% | +289+4,816.7% | Added |
| Action Point Financial Planning, LLC | 291 | $4.62K | 0.00% | +291 | New |
| Albion Financial Group | 252 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 270 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 249 | $3.96K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 229 | $3.57K | 0.00% | +212+1,247.1% | Added |
| SJS Investment Consulting Inc. | 204 | $3.24K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 158 | $3.00K | 0.00% | +16+11.3% | Added |
| Simplex Trading, LLC | 180 | $2.86K | 0.00% | +180 | New |
| IMA Wealth, Inc. | 176 | $2.80K | 0.00% | +57+47.9% | Added |
| Retirement Wealth Solutions LLC | 172 | $2.73K | 0.00% | +29+20.3% | Added |
| 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 |
| First Command Advisory Services, Inc. | 129 | $2.05K | 0.00% | +129 | New |
| Signature Equity Partners, LLC | 127 | $2.02K | 0.00% | +15+13.4% | Added |
| SBI Securities Co., Ltd. | 125 | $1.99K | 0.00% | −1,500−92.3% | Reduced |
| Cornerstone Financial Management LLC | 118 | $1.88K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 101 | $1.60K | 0.00% | +84+494.1% | Added |
| CVA Family Office, LLC | 96 | $1.52K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 87 | $1.38K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 86 | $1.37K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 85 | $1.35K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 82 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 80 | $1.29K | 0.00% | +27+50.9% | Added |
| Principia Wealth Advisory, LLC | 75 | $1.19K | 0.00% | +9+13.6% | Added |
| Arlington Trust Co LLC | 72 | $1.14K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 66 | $1.05K | 0.00% | +66 | New |
| Plante Moran Financial Advisors, LLC | 60 | $953 | 0.00% | +60 | New |
| Creative Financial Designs Inc | 54 | $858 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 54 | $858 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 51 | $810 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $715 | 0.00% | +14+45.2% | Added |
| Huntington National Bank | 39 | $620 | 0.00% | +38+3,800.0% | Added |
| Zions Bancorporation, National Association | 38 | $604 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 37 | $588 | 0.00% | +36+3,600.0% | Added |