Pearson PLC-Sponsored ADRPSO
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 151 institutions reported holding Pearson PLC-Sponsored ADR (PSO) in their 13F filings, up 10 from Q2 2024. 22 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($36.2M), Goldman Sachs Group Inc. ($29.3M) and BlackRock, Inc. ($28.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Pearson PLC-Sponsored ADR
- CUSIP
- 705015105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $10.1M |
| Exits | 11 | $5.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,641,090 shares bought and 1,911,735 shares sold, net −270,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Morgan Stanley | 0.00% | Reduce -5.3% | 2,664,260 | $36.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.1% | 2,158,354 | $29.3M |
| BlackRock, Inc. | 0.00% | — | 2,069,886 | $28.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.5% | 1,939,638 | $26.3M |
| Invesco Ltd. | 0.00% | Reduce -13.1% | 1,020,006 | $13.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -23.7% | 564,859 | $10.3M |
| 13D Management LLC | 5.10% | Add +0.2% | 512,732 | $7.0M |
| Renaissance Group LLC | 0.26% | New | 471,477 | $6.4M |
| LMR Partners LLP | 0.18% | No change | 463,456 | $6.3M |
| Northern Trust Corp. | 0.00% | Add +6.5% | 417,508 | $5.7M |
| Bank of Montreal | 0.00% | Add +31.6% | 405,852 | $5.5M |
| HSBC Holdings PLC | 0.00% | Add +23.6% | 383,282 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -17.5% | 347,700 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.5% | 281,153 | $3.8M |
| FMR LLC | 0.00% | Add +20.7% | 275,310 | $3.7M |
| Henry James International Management Inc. | 1.27% | Reduce -9.6% | 268,419 | $3.6M |
| Optiver Holding B.V. | 0.07% | Reduce -58.0% | 210,563 | $2.9M |
| Mariner, LLC | 0.00% | Add +13.4% | 187,726 | $2.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +55.8% | 172,190 | $2.3M |
| Bank of America Corp. | 0.00% | Add +117.6% | 157,831 | $2.1M |
| Crossmark Global Holdings, Inc. | 0.04% | Add +61.1% | 153,338 | $2.1M |
| Quantinno Capital Management LP | 0.03% | Add +16.3% | 145,744 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +9.6% | 136,741 | $1.9M |
| HRT Financial LP | 0.01% | Add +10.6% | 122,181 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -18.2% | 118,435 | $1.6M |
| Ethic Inc. | 0.04% | Reduce -25.4% | 116,053 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +20.4% | 103,033 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +39.6% | 97,942 | $1.3M |
| Old Mission Capital LLC | 0.03% | Reduce -47.5% | 85,635 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +31.3% | 70,888 | $962K |
| Cerity Partners LLC | 0.00% | Add +200.1% | 68,640 | $931K |
| Creative Planning | 0.00% | Add +23.6% | 68,047 | $923K |
| Vident Advisory, LLC | 0.02% | Add +19.6% | 66,666 | $905K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +8.8% | 65,669 | $891K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +19.3% | 64,545 | $876K |
| Envestnet Asset Management Inc. | 0.00% | Add +42.3% | 61,149 | $830K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 56,713 | $770K |
| AQR Capital Management | 0.00% | Add +222.3% | 56,444 | $766K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.9% | 55,980 | $760K |
| US Bancorp \de | 0.00% | Add +4.3% | 55,400 | $752K |
| American Century Companies Inc. | 0.00% | No change | 51,949 | $705K |
| Bank of New York Mellon Corp | 0.00% | Add +3.0% | 51,052 | $693K |
| Millennium Management | 0.00% | Reduce -83.7% | 48,674 | $661K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +50.9% | 47,595 | $646K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +50.9% | 47,595 | $646K |
| Point72 Asset Management | 0.00% | New | 46,300 | $628K |
| Cresset Asset Management, LLC | 0.00% | Add +25.0% | 42,151 | $572K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -56.0% | 40,300 | $547K |
| Lester Murray Antman dba SimplyRich | 0.14% | Add +15.4% | 37,217 | $505K |
| Ballentine Partners, LLC | 0.01% | Add +18.5% | 29,052 | $394K |
| JNBA Financial Advisors | 0.04% | Add +44.5% | 28,121 | $382K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -0.9% | 27,929 | $379K |
| QRG Capital Management, Inc. | 0.00% | Add +44.9% | 24,842 | $337K |
| Barometer Capital Management Inc. | 0.10% | No change | 24,811 | $337K |
| Alaska Permanent Fund Corp | 0.00% | No change | 23,962 | $325K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -2.8% | 23,864 | $324K |
| Syon Capital LLC | 0.03% | Reduce -1.0% | 23,509 | $319K |
| Blue Trust, Inc. | 0.00% | Add +313.8% | 25,198 | $314K |
| Jane Street Group, LLC | 0.00% | Reduce -69.4% | 23,073 | $313K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.6% | 22,662 | $308K |
| Ellevest, Inc. | 0.02% | Add +27.3% | 21,499 | $292K |
| Advisors Preferred, LLC | 0.04% | New | 21,174 | $288K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 19,790 | $269K |
| Ameriprise Financial Inc. | 0.00% | Add +10.6% | 18,212 | $247K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.3% | 18,044 | $242K |
| Mercer Global Advisors Inc. | 0.00% | Add +37.7% | 17,630 | $239K |
| Atria Investments, Inc | 0.00% | Reduce -13.1% | 17,316 | $235K |
| Evergreen Capital Management LLC | 0.01% | Add +3.7% | 17,112 | $232K |
| Signaturefd, LLC | 0.00% | Add +12.9% | 16,934 | $230K |
| First Affirmative Financial Network | 0.12% | Reduce -8.8% | 16,749 | $227K |
| Cable Hill Partners, LLC | 0.02% | New | 16,584 | $225K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 16,556 | $222K |
| Fca Corp. | 0.07% | No change | 16,000 | $217K |
| Summit Global Investments | 0.01% | New | 15,344 | $208K |
| Callan Capital, LLC | 0.01% | New | 15,327 | $208K |
| JPMorgan Chase & Co. | 0.00% | Add +244.3% | 15,278 | $207K |
| M&T Bank Corp | 0.00% | Add +1.4% | 15,095 | $205K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -7.5% | 14,772 | $200K |
| Mather Group, Llc. | 0.00% | No change | 14,745 | $200K |
| Great Waters Wealth Management | 0.03% | No change | 14,506 | $197K |
| Townsquare Capital LLC | 0.00% | New | 14,387 | $195K |
| Gitterman Wealth Management, LLC | 0.08% | New | 14,121 | $192K |
| Quadrant Capital Group LLC | 0.01% | Add +2.5% | 13,979 | $190K |
| Engineers Gate Manager LP | 0.00% | New | 13,961 | $189K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.5% | 13,958 | $189K |
| Calydon Capital | 0.03% | No change | 14,794 | $185K |
| Crane Advisory, LLC | 0.03% | No change | 13,705 | $183K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.0% | 13,003 | $176K |
| Rhumbline Advisers | 0.00% | Add +7.7% | 12,408 | $168K |
| Seeds Investor LLC | 0.06% | Add +15.6% | 12,252 | $166K |
| Choreo, LLC | 0.00% | Reduce -10.3% | 11,707 | $159K |
| Glenmede Trust Co. NA | 0.00% | New | 10,983 | $149K |
| Yousif Capital Management, LLC | 0.00% | No change | 10,790 | $146K |
| Lake Street Advisors Group, LLC | 0.01% | Add +0.9% | 10,767 | $146K |
| Caprock Group, LLC | 0.01% | New | 10,764 | $146K |
| Truist Financial Corp. | 0.00% | New | 10,217 | $139K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.2% | 10,149 | $138K |
| Citigroup Inc. | 0.00% | Add +82.0% | 9,190 | $125K |
| Parallel Advisors, LLC | 0.00% | Add +16.9% | 9,049 | $123K |
| Addison Advisors LLC | 0.03% | Add +1.3% | 7,509 | $102K |
"% of holder's portfolio" is PSO's weight in each manager's 13F, not the share of Pearson PLC-Sponsored ADR the manager owns.