Pearson PLC-Sponsored ADRPSO

13F holders, Q1 2024 (March 31)
134holders
5famous investors
$13.17avg. 13F price*

At the end of Q1 2024, 134 institutions reported holding Pearson PLC-Sponsored ADR (PSO) in their 13F filings. The largest holders were Morgan Stanley ($37.3M), Goldman Sachs Group Inc. ($29.3M) and Dimensional Fund Advisors LP ($26.2M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Pearson PLC-Sponsored ADR
CUSIP
705015105
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 134Q1 2024Q2 2024: 141Q2 2024Q3 2024: 151Q3 2024Q4 2024: 155Q4 2024Q1 2025: 177Q1 2025Q2 2025: 185Q2 2025Q3 2025: 177Q3 2025Q4 2025: 193Q4 2025Q1 2026: 200Q1 2026Q2 2026: 211Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions18$23.5M
Exits11$916K

Ownership 134 holders

Morgan Stanley 0.00% Add +11.3% 2,832,576 $37.3M
Goldman Sachs Group Inc. 0.01% Reduce -0.6% 2,226,687 $29.3M
Dimensional Fund Advisors LP 0.01% Reduce -12.9% 1,988,177 $26.2M
BlackRock Inc. 0.00% Add +5.7% 1,882,978 $24.8M
Arrowstreet Capital, Limited Partnership 0.02% Add +105.8% 1,587,124 $20.9M
Invesco Ltd. 0.00% New 1,202,876 $15.8M
UBS Group AG 0.00% Reduce -0.8% 492,683 $6.5M
LMR Partners LLP 0.22% No change 463,456 $6.1M
13D Management LLC 3.54% Add +0.1% 440,881 $5.8M
Optiver Holding B.V. 0.23% Add +81.0% 412,752 $5.4M
Northern Trust Corp. 0.00% Reduce -0.1% 394,793 $5.2M
Henry James International Management Inc. 1.20% Add +9.8% 296,744 $3.9M
Geode Capital Management, LLC 0.00% No change 294,486 $3.9M
Renaissance Technologies 0.01% Add +135.3% 250,400 $3.3M
FMR LLC 0.00% Add +3.1% 236,600 $3.1M
HSBC Holdings PLC 0.00% New 188,000 $2.5M
Millennium Management 0.00% New 179,241 $2.4M
Mariner, LLC 0.00% Add +3.0% 173,620 $2.3M
Ethic Inc. 0.04% Add +9.4% 116,053 $1.5M
Quantinno Capital Management LP 0.03% Add +12.3% 100,779 $1.3M
Pathstone Holdings, LLC 0.01% Add +61.9% 90,354 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +7.2% 89,316 $1.2M
Natixis Advisors, LLC 0.00% Reduce -1.4% 82,326 $1.1M
Bank of America Corp. 0.00% Reduce -19.0% 74,088 $975K
Vanguard Personalized Indexing Management, LLC 0.02% Add +18.3% 67,453 $888K
HighTower Advisors, LLC 0.00% Add +2.8% 64,024 $843K
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +0.7% 61,175 $805K
Corient Private Wealth LP 0.00% Add +2.0% 53,687 $707K
Envestnet Asset Management Inc. 0.00% Reduce -0.3% 52,500 $691K
Creative Planning 0.00% Add +13.3% 52,417 $690K
American Century Companies Inc. 0.00% No change 51,949 $684K
US Bancorp \de 0.00% Reduce -4.2% 51,352 $676K
Bank of New York Mellon Corp 0.00% Add +1.1% 49,342 $649K
Citadel Advisors 0.00% Reduce -69.3% 49,318 $649K
Charles Schwab Investment Management Inc. 0.00% Add +24.2% 48,915 $644K
Cubist Systematic Strategies, LLC 0.01% New 46,878 $617K
Russell Investments Group, Ltd. 0.00% Add +9603.7% 39,785 $524K
Vident Advisory, LLC 0.01% Add +39.6% 35,973 $473K
Orion Porfolio Solutions, LLC 0.00% Add +5.0% 34,837 $458K
Orion Portfolio Solutions, LLC 0.00% Add +5.0% 34,837 $458K
Cerity Partners LLC 0.00% Add +102.6% 33,938 $447K
PNC Financial Services Group, Inc. 0.00% Reduce -6.9% 33,582 $442K
Lester Murray Antman dba SimplyRich 0.13% Add +8.6% 31,440 $414K
Genus Capital Management Inc. 0.05% — 30,300 $399K
Atlas Capital Advisors Inc. 0.06% Reduce -5.5% 28,187 $371K
JNBA Financial Advisors 0.04% No change 27,462 $361K
Trexquant Investment LP 0.01% New 25,776 $339K
Schonfeld Strategic Advisors LLC 0.00% Reduce -40.3% 25,500 $336K
Ballentine Partners, LLC 0.01% Add +18.8% 24,465 $322K
Syon Capital LLC 0.03% Add +4.0% 24,382 $321K
Alaska Permanent Fund Corp 0.00% New 23,729 $312K
Barometer Capital Management Inc. 0.08% Add +164.0% 25,611 $312K
Two Sigma Advisers, LP 0.00% No change 23,000 $303K
First Trust Direct Indexing L.P. 0.02% Reduce -7.0% 22,636 $298K
Jane Street Group, LLC 0.00% New 20,724 $273K
Franklin Resources Inc. 0.00% Reduce -7.7% 20,509 $270K
Cresset Asset Management, LLC 0.00% Add +39.7% 19,483 $260K
Ameriprise Financial Inc. 0.00% Reduce -10.1% 19,129 $255K
QRG Capital Management, Inc. 0.00% Add +3.4% 18,771 $247K
Evergreen Capital Management LLC 0.01% Add +4.5% 17,433 $233K
Old Mission Capital LLC 0.01% New 17,649 $232K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +26.1% 17,499 $230K
O'shaughnessy Asset Management, LLC 0.00% New 17,250 $227K
Janiczek Wealth Management, LLC 0.05% Add +23.9% 16,903 $222K
Ellevest, Inc. 0.01% Add +3.5% 16,876 $222K
SageView Advisory Group, LLC 0.01% New 3,206 $215K
Quadrant Capital Group LLC 0.02% Add +19.2% 16,061 $212K
First Affirmative Financial Network 0.16% Reduce -2.9% 16,041 $211K
Fca Corp. 0.07% No change 16,000 $211K
Freedom Investment Management, Inc. 0.02% Reduce -9.3% 15,842 $208K
Squarepoint Ops LLC 0.00% New 15,825 $208K
Signaturefd, LLC 0.00% Add +6.8% 15,517 $204K
Point72 Asset Management 0.00% New 15,400 $203K
Great Waters Wealth Management 0.03% No change 14,506 $191K
Simon Quick Advisors, LLC 0.01% Add +0.2% 14,299 $188K
AQR Capital Management 0.00% New 14,149 $186K
Mercer Global Advisors Inc. 0.00% Add +15.3% 14,041 $185K
Calydon Capital 0.03% No change 14,794 $184K
United Capital Financial Advisors, LLC 0.00% Reduce -8.9% 13,859 $182K
Sequoia Financial Advisors, LLC 0.00% Add +3.7% 13,856 $182K
Mather Group, Llc. 0.00% No change 14,745 $181K
Crane Advisory, LLC 0.04% No change 13,705 $174K
Lake Street Advisors Group, LLC 0.01% Add +2.5% 12,905 $172K
Tower Research Capital LLC (TRC) 0.00% Add +407.6% 12,091 $159K
Yousif Capital Management, LLC 0.00% No change 11,715 $154K
Rhumbline Advisers 0.00% Add +27.1% 10,237 $135K
Osaic Holdings, Inc. 0.00% Reduce -50.3% 8,799 $116K
Wells Fargo & Company 0.00% Reduce -18.4% 8,366 $110K
Parallel Advisors, LLC 0.00% Add +42.5% 7,691 $101K
Addison Advisors LLC 0.03% Add +0.3% 7,120 $94K
Advisors Asset Management, Inc. 0.00% Reduce -43.5% 6,813 $90K
Hilltop National Bank 0.03% — 5,585 $73K
Citigroup Inc. 0.00% Add +12.0% 5,524 $73K
Lazard Asset Management LLC 0.00% Reduce -25.4% 4,048 $53K
JPMorgan Chase & Co. 0.00% Reduce -44.4% 3,858 $51K
Cwm, LLC 0.00% Add +72.0% 3,795 $50K
Lindbrook Capital, LLC 0.00% No change 3,729 $49K
Whittier Trust Co. 0.00% No change 2,957 $39K
Concourse Financial Group Securities, Inc. 0.00% No change 2,239 $30K
EverSource Wealth Advisors, LLC 0.00% Add +88.7% 2,421 $29K
Allworth Financial LP 0.00% No change 2,126 $28K
GAMMA Investing LLC 0.01% Add +27.1% 1,943 $26K
Avior Wealth Management, LLC 0.00% New 1,471 $19K
IFP Advisors, Inc 0.00% No change 1,153 $15K
Fifth Third Bancorp 0.00% Reduce -9.2% 1,150 $15K
Bruce G. Allen Investments, LLC 0.01% No change 1,118 $15K
WealthCollab, LLC 0.01% Add +33.3% 1,053 $14K
GHP Investment Advisors, Inc. 0.00% No change 675 $9K
Rothschild Investment LLC 0.00% Add +3.7% 538 $7K
UMB Bank, n.a. 0.00% No change 467 $6K
Eagle Bay Advisors LLC 0.00% No change 437 $6K
Zions Bancorporation, N.A. 0.00% Reduce -0.5% 442 $6K
Blue Trust, Inc. 0.00% Reduce -70.4% 413 $5K
Bell Investment Advisors, Inc 0.00% Reduce -9.6% 387 $5K
Farther Finance Advisors, LLC 0.00% No change 387 $5K
Royal Bank of Canada 0.00% Reduce -38.9% 361 $5K
NewEdge Advisors, LLC 0.00% Add +121.8% 295 $4K
JFS Wealth Advisors, LLC 0.00% Add +2.3% 272 $4K
Global Retirement Partners, LLC 0.00% No change 257 $3K
Parkside Financial Bank & Trust 0.00% No change 236 $3K
CVA Family Office, LLC 0.00% No change 191 $3K
GW&K Investment Management, LLC 0.00% Add +30.0% 169 $2K
Smartleaf Asset Management LLC 0.00% New 140 $2K
EntryPoint Capital, LLC 0.00% New 108 $1K
NFSG Corp 0.00% No change 104 $1K
TD Private Client Wealth LLC 0.00% No change 86 $1K
Harbour Investments, Inc. 0.00% No change 79 $1K
Cornerstone Planning Group LLC 0.00% New 72 $894
Larson Financial Group LLC 0.00% No change 62 $816
Principal Securities, Inc. 0.00% Add +81.8% 40 $526
Northwestern Mutual Wealth Management Co. 0.00% New 36 $473
True Wealth Design, LLC 0.00% Add +73.7% 33 $435
Abound Wealth Management 0.00% No change 32 $422
Huntington National Bank 0.00% No change 1 $13

"% of holder's portfolio" is PSO's weight in each manager's 13F, not the share of Pearson PLC-Sponsored ADR the manager owns.