Pearson PLC-Sponsored ADRPSO

13F holders, Q2 2024 (June 30)
141holders +7
16new positions
9sold out
4famous investors
$12.48avg. 13F price*

At the end of Q2 2024, 141 institutions reported holding Pearson PLC-Sponsored ADR (PSO) in their 13F filings, up 7 from Q1 2024. 16 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($35.1M), Goldman Sachs Group Inc. ($26.4M) and Dimensional Fund Advisors LP ($24.8M). 4 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 → Q2 2024

InstitutionsTotal Value
New Positions16$11.1M
Exits9$1.8M

All 13F filers, Q1 2024 → Q2 2024: 2,142,881 shares bought and 1,766,224 shares sold, net +376,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 141 holders

Morgan Stanley 0.00% Reduce -0.7% 2,814,109 $35.1M
Goldman Sachs Group Inc. 0.01% Reduce -5.1% 2,113,257 $26.4M
Dimensional Fund Advisors LP 0.01% Add +0.0% 1,988,636 $24.8M
BlackRock Inc. 0.00% Add +1.2% 1,905,566 $23.8M
Invesco Ltd. 0.00% Reduce -2.4% 1,173,606 $14.6M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -53.3% 740,652 $9.2M
13D Management LLC 4.66% Add +16.1% 511,925 $6.4M
Optiver Holding B.V. 0.12% Add +21.5% 501,424 $6.3M
LMR Partners LLP 0.16% No change 463,456 $5.8M
Renaissance Technologies 0.01% Add +68.4% 421,620 $5.3M
Northern Trust Corp. 0.00% Reduce -0.7% 391,891 $4.9M
HSBC Holdings PLC 0.00% Add +64.9% 310,054 $3.9M
Bank of Montreal 0.00% New 308,409 $3.8M
Millennium Management 0.00% Add +66.3% 298,063 $3.7M
Henry James International Management Inc. 1.31% Add +0.0% 296,767 $3.7M
Geode Capital Management, LLC 0.00% No change 294,486 $3.7M
FMR LLC 0.00% Reduce -3.6% 228,014 $2.8M
Citadel Advisors 0.00% Add +348.6% 221,246 $2.8M
Mariner, LLC 0.00% Reduce -4.6% 165,568 $2.1M
Old Mission Capital LLC 0.05% Add +825.1% 163,280 $2.0M
Ethic Inc. 0.05% Add +34.0% 155,469 $1.9M
Qube Research & Technologies Ltd 0.00% New 144,818 $1.8M
Quantinno Capital Management LP 0.03% Add +24.3% 125,283 $1.6M
Pathstone Holdings, LLC 0.01% Add +38.1% 124,746 $1.6M
Marshall Wace, LLP 0.00% New 115,963 $1.4M
Rockefeller Capital Management L.P. 0.00% New 110,524 $1.4M
HRT Financial LP 0.01% New 110,508 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +6.6% 95,202 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Add +258.8% 91,500 $1.1M
Natixis Advisors, LLC 0.00% Add +4.0% 85,599 $1.1M
Jane Street Group, LLC 0.00% Add +263.8% 75,384 $941K
Bank of America Corp. 0.00% Reduce -2.1% 72,541 $905K
Vanguard Personalized Indexing Management, LLC 0.02% Add +4.0% 70,156 $872K
Trexquant Investment LP 0.01% Add +139.4% 61,702 $770K
Laird Norton Wetherby Wealth Management, LLC 0.04% Reduce -1.3% 60,371 $753K
HighTower Advisors, LLC 0.00% Reduce -9.0% 58,277 $722K
Vident Advisory, LLC 0.02% Add +55.0% 55,750 $696K
Creative Planning 0.00% Add +5.0% 55,030 $687K
Charles Schwab Investment Management Inc. 0.00% Add +10.6% 54,121 $675K
Corient Private Wealth LP 0.00% Add +0.6% 53,988 $674K
US Bancorp \de 0.00% Add +3.5% 53,122 $663K
American Century Companies Inc. 0.00% No change 51,949 $648K
Bank of New York Mellon Corp 0.00% Add +0.4% 49,557 $618K
Envestnet Asset Management Inc. 0.00% Reduce -18.1% 42,988 $536K
Cresset Asset Management, LLC 0.00% Add +73.0% 33,715 $421K
Lester Murray Antman dba SimplyRich 0.13% Add +2.5% 32,239 $402K
Orion Porfolio Solutions, LLC 0.00% Reduce -9.4% 31,546 $394K
Orion Portfolio Solutions, LLC 0.00% Reduce -9.4% 31,546 $394K
Atlas Capital Advisors Inc. 0.05% No change 28,187 $352K
Alaska Permanent Fund Corp 0.00% Add +1.0% 23,962 $324K
Campbell & CO Investment Adviser LLC 0.03% New 25,912 $323K
Barometer Capital Management Inc. 0.12% Reduce -3.1% 24,811 $310K
First Trust Direct Indexing L.P. 0.02% Add +8.5% 24,561 $307K
Ballentine Partners, LLC 0.01% Add +0.2% 24,508 $306K
PNC Financial Services Group, Inc. 0.00% Reduce -27.7% 24,273 $303K
Syon Capital LLC 0.03% Reduce -2.6% 23,751 $296K
Cerity Partners LLC 0.00% Reduce -32.6% 22,872 $285K
Two Sigma Advisers, LP 0.00% Reduce -4.3% 22,000 $275K
Atria Investments, Inc 0.00% New 19,927 $249K
JNBA Financial Advisors 0.03% Reduce -29.1% 19,462 $243K
First Affirmative Financial Network 0.16% Add +14.4% 18,355 $229K
AQR Capital Management 0.00% Add +23.8% 17,511 $219K
QRG Capital Management, Inc. 0.00% Reduce -8.6% 17,149 $214K
Ellevest, Inc. 0.01% Add +0.1% 16,891 $211K
Evergreen Capital Management LLC 0.01% Reduce -5.3% 16,504 $206K
Ameriprise Financial Inc. 0.00% Reduce -13.9% 16,460 $205K
Franklin Resources Inc. 0.00% Reduce -19.8% 16,454 $205K
Fca Corp. 0.06% No change 16,000 $200K
Freedom Investment Management, Inc. 0.02% Add +0.8% 15,974 $199K
Mather Group, Llc. 0.00% No change 14,745 $194K
O'shaughnessy Asset Management, LLC 0.00% Reduce -10.1% 15,512 $194K
Signaturefd, LLC 0.00% Reduce -3.4% 14,995 $187K
M&T Bank Corp 0.00% New 14,880 $186K
Calydon Capital 0.03% No change 14,794 $185K
Janiczek Wealth Management, LLC 0.04% Reduce -13.4% 14,644 $183K
Great Waters Wealth Management 0.03% No change 14,506 $181K
Crane Advisory, LLC 0.03% No change 13,705 $176K
Sequoia Financial Advisors, LLC 0.00% Add +0.9% 13,981 $174K
Quadrant Capital Group LLC 0.01% Reduce -15.1% 13,635 $170K
United Capital Financial Advisors, LLC 0.00% Reduce -3.7% 13,350 $167K
Choreo, LLC 0.00% New 13,053 $162K
Mercer Global Advisors Inc. 0.00% Reduce -8.8% 12,803 $160K
Osaic Holdings, Inc. 0.00% Add +41.0% 12,406 $155K
Aquatic Capital Management LLC 0.01% New 11,700 $146K
Rhumbline Advisers 0.00% Add +12.5% 11,518 $144K
Yousif Capital Management, LLC 0.00% Reduce -7.9% 10,790 $135K
Lake Street Advisors Group, LLC 0.01% Reduce -17.3% 10,674 $133K
Seeds Investor LLC 0.07% New 10,596 $132K
Parallel Advisors, LLC 0.00% Add +0.7% 7,741 $97K
Addison Advisors LLC 0.03% Add +4.1% 7,413 $93K
Blue Trust, Inc. 0.00% Add +1374.3% 6,089 $80K
Wells Fargo & Company 0.00% Reduce -24.9% 6,285 $78K
Hilltop National Bank 0.02% No change 5,585 $70K
Citigroup Inc. 0.00% Reduce -8.6% 5,048 $63K
EverSource Wealth Advisors, LLC 0.00% Add +86.6% 4,517 $61K
Cwm, LLC 0.00% Add +22.5% 4,650 $58K
JPMorgan Chase & Co. 0.00% Add +15.0% 4,437 $55K
Lazard Asset Management LLC 0.00% No change 4,048 $50K
Cromwell Holdings LLC 0.03% — 3,761 $47K
Lindbrook Capital, LLC 0.00% Add +0.6% 3,753 $47K

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

Show all 141 holders