Pearson PLC-Sponsored ADRPSO

13F holders, Q3 2024 (September 30)
151holders +10
22new positions
11sold out
4famous investors
$13.71avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions22$10.1M
Exits11$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.

Show all 151 holders