Pearson PLC-Sponsored ADRPSO

13F holders, Q4 2024 (December 31)
155holders +4
17new positions
16sold out
3famous investors
$16.11avg. 13F price*

At the end of Q4 2024, 155 institutions reported holding Pearson PLC-Sponsored ADR (PSO) in their 13F filings, up 4 from Q3 2024. 17 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($49.3M), BlackRock, Inc. ($35.2M) and Goldman Sachs Group Inc. ($33.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Jeremy Grantham (0.0% of GMO'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions17$4.6M
Exits16$12.1M

All 13F filers, Q3 2024 → Q4 2024: 2,183,926 shares bought and 2,038,264 shares sold, net +145,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 155 holders

Morgan Stanley 0.00% Add +14.8% 3,058,782 $49.3M
BlackRock, Inc. 0.00% Add +5.5% 2,184,087 $35.2M
Goldman Sachs Group Inc. 0.01% Reduce -2.7% 2,100,331 $33.9M
Dimensional Fund Advisors LP 0.01% Reduce -14.2% 1,665,245 $26.8M
Arrowstreet Capital, Limited Partnership 0.01% Add +49.5% 844,228 $13.6M
Invesco Ltd. 0.00% Reduce -25.7% 758,321 $12.2M
Northern Trust Corp. 0.00% Add +69.0% 705,622 $11.4M
13D Management LLC 6.14% Add +0.2% 513,759 $8.3M
Optiver Holding B.V. 0.26% Add +135.5% 495,797 $8.0M
LMR Partners LLP 0.17% No change 463,456 $7.5M
Renaissance Group LLC 0.31% Reduce -2.6% 459,352 $7.4M
Abc Arbitrage SA 0.69% — 296,512 $4.8M
FMR LLC 0.00% Add +2.4% 281,931 $4.5M
Bank of Montreal 0.00% Reduce -30.8% 280,851 $4.5M
Geode Capital Management, LLC 0.00% Reduce -5.4% 265,921 $4.3M
Henry James International Management Inc. 1.17% Reduce -25.0% 201,416 $3.2M
Mariner, LLC 0.01% Add +6.7% 200,241 $3.2M
Bank of America Corp. 0.00% Add +20.6% 190,405 $3.1M
Rockefeller Capital Management L.P. 0.01% Reduce -0.7% 171,071 $2.8M
Ethic Inc. 0.06% Add +46.3% 169,797 $2.7M
Renaissance Technologies 0.00% Reduce -51.8% 167,500 $2.7M
Quantinno Capital Management LP 0.02% Add +6.6% 155,343 $2.5M
Crossmark Global Holdings, Inc. 0.05% Add +0.7% 154,460 $2.5M
UBS Group AG 0.00% Add +5225.0% 145,799 $2.4M
Pathstone Holdings, LLC 0.01% Add +2.6% 140,249 $2.3M
Vanguard Personalized Indexing Management, LLC 0.03% Add +8.0% 105,764 $1.7M
Natixis Advisors, LLC 0.00% Reduce -0.5% 102,553 $1.7M
Creative Planning 0.00% Add +37.5% 93,593 $1.5M
Cerity Partners LLC 0.00% Add +27.3% 87,382 $1.4M
GMO 0.00% New 75,916 $1.2M
Vident Advisory, LLC 0.02% Add +8.8% 72,527 $1.2M
Charles Schwab Investment Management Inc. 0.00% Add +9.9% 70,946 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -1.2% 64,864 $1.0M
AQR Capital Management 0.00% Add +9.3% 61,693 $994K
Envestnet Asset Management Inc. 0.00% Add +0.5% 61,464 $991K
HighTower Advisors, LLC 0.00% Add +6.6% 59,690 $962K
Corient Private Wealth LP 0.00% Reduce -18.8% 57,586 $928K
US Bancorp \de 0.00% Add +3.8% 57,506 $927K
Orion Porfolio Solutions, LLC 0.01% Add +19.7% 56,989 $919K
Orion Portfolio Solutions, LLC 0.01% Add +19.7% 56,989 $919K
Jane Street Group, LLC 0.00% Add +145.1% 56,540 $911K
BNP Paribas Financial Markets 0.00% New 55,764 $899K
Bank of New York Mellon Corp 0.00% Add +6.3% 54,255 $875K
American Century Companies Inc. 0.00% No change 51,949 $837K
QRG Capital Management, Inc. 0.01% Add +99.4% 49,541 $799K
Lester Murray Antman dba SimplyRich 0.22% Add +28.9% 47,960 $773K
Barometer Capital Management Inc. 0.29% Add +104.0% 50,622 $726K
Ballentine Partners, LLC 0.01% Add +13.7% 33,042 $533K
Aquatic Capital Management LLC 0.01% New 31,989 $516K
Mercer Global Advisors Inc. 0.00% Add +80.3% 31,789 $512K
JPMorgan Chase & Co. 0.00% Add +103.9% 31,145 $502K
Tidal Investments LLC 0.00% New 27,394 $442K
Atlas Capital Advisors Inc. 0.06% Reduce -2.5% 27,218 $439K
Formidable Asset Management, LLC 0.07% New 26,156 $422K
Syon Capital LLC 0.04% Add +8.9% 25,609 $413K
JNBA Financial Advisors 0.04% Reduce -9.4% 25,485 $411K
Alaska Permanent Fund Corp 0.01% No change 23,962 $386K
First Trust Advisors LP 0.00% New 21,979 $354K
PNC Financial Services Group, Inc. 0.00% Reduce -3.6% 21,839 $352K
HRT Financial LP 0.00% Reduce -82.7% 21,132 $340K
Ellevest, Inc. 0.02% Reduce -8.0% 19,788 $319K
Ameriprise Financial Inc. 0.00% Add +7.3% 19,547 $315K
O'shaughnessy Asset Management, LLC 0.00% Add +6.8% 19,263 $311K
Evergreen Capital Management LLC 0.01% Add +10.4% 18,884 $304K
Callan Capital, LLC 0.02% Add +17.2% 17,965 $290K
Signaturefd, LLC 0.01% Add +0.7% 17,056 $275K
Franklin Resources Inc. 0.00% Add +1.1% 16,733 $270K
Atria Investments, Inc 0.00% Reduce -3.4% 16,728 $270K
Cable Hill Partners, LLC 0.03% No change 16,584 $267K
Townsquare Capital LLC 0.00% Add +15.1% 16,554 $267K
Quadrant Capital Group LLC 0.02% Add +10.4% 15,430 $249K
Gitterman Wealth Management, LLC 0.10% Add +9.0% 15,397 $248K
M&T Bank Corp 0.00% Add +1.0% 15,252 $246K
First Affirmative Financial Network 0.14% Reduce -10.4% 15,002 $242K
Calydon Capital 0.05% Add +0.7% 14,892 $240K
Mather Group, Llc. 0.00% No change 14,745 $238K
Great Waters Wealth Management 0.03% No change 14,506 $234K
Raymond James Financial Inc. 0.00% — 13,948 $225K
Sequoia Financial Advisors, LLC 0.00% Add +7.2% 13,944 $225K
Seeds Investor LLC 0.06% Add +13.7% 13,929 $225K
United Capital Financial Advisors, LLC 0.00% Reduce -2.5% 13,612 $219K
Crane Advisory, LLC 0.04% No change 13,705 $219K
Osaic Holdings, Inc. 0.00% Add +30.2% 13,217 $213K
Freedom Investment Management, Inc. 0.02% Reduce -13.1% 12,836 $207K
Rhumbline Advisers 0.00% Add +0.3% 12,452 $201K
Balyasny Asset Management L.P. 0.00% New 11,929 $192K
Truist Financial Corp. 0.00% Add +15.9% 11,842 $191K
Glenmede Trust Co. NA 0.00% Add +5.5% 11,591 $187K
Savant Capital, LLC 0.00% New 11,230 $181K
Choreo, LLC 0.00% Reduce -5.0% 11,116 $179K
Coldstream Capital Management Inc. 0.00% New 10,929 $176K
Lake Street Advisors Group, LLC 0.01% Add +0.7% 10,844 $175K
Yousif Capital Management, LLC 0.00% No change 10,790 $174K
Caprock Group, LLC 0.01% Reduce -3.4% 10,397 $168K
Parallel Advisors, LLC 0.00% Add +4.9% 9,496 $153K
Citigroup Inc. 0.00% Add +2.3% 9,400 $152K
Tower Research Capital LLC (TRC) 0.00% Add +850.0% 9,073 $146K
GAMMA Investing LLC 0.01% Add +78.5% 8,869 $143K
Wells Fargo & Company 0.00% Add +45.6% 8,418 $136K
GeoWealth Management, LLC 0.00% New 8,300 $134K

"% 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 155 holders