Pearson PLC-Sponsored ADRPSO
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.1M |
| Exits | 9 | $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 |
| Whittier Trust Co. | 0.00% | No change | 2,957 | $37K |
| UBS Group AG | 0.00% | Reduce -99.4% | 2,849 | $36K |
| GAMMA Investing LLC | 0.00% | Add +43.2% | 2,782 | $35K |
| Allworth Financial LP | 0.00% | Add +10.0% | 2,338 | $31K |
| EntryPoint Capital, LLC | 0.01% | Add +2035.2% | 2,306 | $29K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,239 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.9% | 2,065 | $26K |
| Assetmark, Inc. | 0.00% | New | 1,923 | $24K |
| WealthCollab, LLC | 0.02% | Add +67.0% | 1,758 | $22K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,683 | $21K |
| Rothschild Investment LLC | 0.00% | Add +127.9% | 1,226 | $15K |
| IFP Advisors, Inc | 0.00% | No change | 1,153 | $14K |
| Fifth Third Bancorp | 0.00% | Add +0.2% | 1,152 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 1,118 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +190.7% | 1,125 | $14K |
| Royal Bank of Canada | 0.00% | Add +95.8% | 707 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.5% | 685 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -98.5% | 612 | $8K |
| UMB Bank, n.a. | 0.00% | Reduce -0.6% | 464 | $6K |
| Eagle Bay Advisors LLC | 0.00% | No change | 437 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +180.7% | 393 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 387 | $5K |
| Avior Wealth Management, LLC | 0.00% | Reduce -75.9% | 355 | $4K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -28.5% | 316 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -2.9% | 264 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 257 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.0% | 242 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 236 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 191 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 169 | $2K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 152 | $2K |
| NFSG Corp | 0.00% | Add +1.0% | 105 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 91 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 86 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 79 | $986 |
| Larson Financial Group LLC | 0.00% | No change | 62 | $774 |
| True Wealth Design, LLC | 0.00% | Add +30.3% | 43 | $537 |
| Principal Securities, Inc. | 0.00% | Add +2.5% | 41 | $512 |
| Abound Wealth Management | 0.00% | No change | 32 | $400 |
| Mendota Financial Group, LLC | 0.00% | New | 15 | $188 |
| Huntington National Bank | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is PSO's weight in each manager's 13F, not the share of Pearson PLC-Sponsored ADR the manager owns.