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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.6M |
| Exits | 16 | $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 |
| Addison Advisors LLC | 0.03% | Add +0.4% | 7,536 | $121K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +39.8% | 6,807 | $110K |
| Hilltop National Bank | 0.03% | No change | 5,585 | $90K |
| Russell Investments Group, Ltd. | 0.00% | Add +251.4% | 5,247 | $85K |
| Blue Trust, Inc. | 0.00% | Reduce -83.9% | 4,066 | $66K |
| Smartleaf Asset Management LLC | 0.01% | Add +228.0% | 4,044 | $65K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.4% | 3,951 | $63K |
| Cromwell Holdings LLC | 0.04% | No change | 3,761 | $61K |
| Lindbrook Capital, LLC | 0.01% | No change | 3,647 | $59K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,484 | $56K |
| Cwm, LLC | 0.00% | Add +1.9% | 2,884 | $46K |
| Allworth Financial LP | 0.00% | Add +6.6% | 2,492 | $39K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 1,784 | $29K |
| WealthCollab, LLC | 0.02% | No change | 1,758 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.8% | 1,756 | $28K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,652 | $27K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -19.6% | 1,663 | $26K |
| Versant Capital Management, Inc | 0.01% | New | 1,625 | $26K |
| Rothschild Investment LLC | 0.00% | Add +0.9% | 1,496 | $24K |
| Fifth Third Bancorp | 0.00% | Add +9.3% | 1,259 | $20K |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 1,208 | $20K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 1,118 | $18K |
| Park Place Capital Corp | 0.00% | Add +23.0% | 996 | $16K |
| Sierra Ocean, LLC | 0.01% | — | 831 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 730 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 690 | $11K |
| Brooklyn Investment Group | 0.00% | New | 577 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +46.5% | 567 | $9K |
| Eagle Bay Advisors LLC | 0.00% | No change | 437 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 413 | $7K |
| Jones Financial Companies LLLP | 0.00% | Add +14.3% | 400 | $6K |
| Bessemer Group Inc. | 0.00% | Add +43.5% | 340 | $6K |
| Principal Securities, Inc. | 0.00% | Add +367.9% | 365 | $6K |
| Avior Wealth Management, LLC | 0.00% | No change | 355 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 316 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 264 | $4K |
| Albion Financial Group | 0.00% | New | 252 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 243 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 236 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -17.1% | 213 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 191 | $3K |
| Clean Yield Group | 0.00% | No change | 137 | $2K |
| GW&K Investment Management, LLC | 0.00% | Add +12.7% | 142 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 108 | $2K |
| NFSG Corp | 0.00% | New | 106 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 101 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 86 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 80 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 79 | $1K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -79.8% | 64 | $1K |
| Simplex Trading, LLC | 0.00% | New | 70 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 62 | $999 |
| True Wealth Design, LLC | 0.00% | Add +11.6% | 48 | $774 |
| Mendota Financial Group, LLC | 0.00% | Reduce -34.8% | 15 | $242 |
| Huntington National Bank | 0.00% | No change | 1 | $16 |
"% of holder's portfolio" is PSO's weight in each manager's 13F, not the share of Pearson PLC-Sponsored ADR the manager owns.