DaveManuel.com · Institutional Ownership · Who Owns It
PEARSON PLC (PSO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
213
Reporting holders
$424.9M
Reported value
0.0%
Calls
0.0%
Puts
+11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $76.8M | 4,832,707 | 0.00% | 35q | +20.9%+$13.3M |
| BlackRock, Inc. | $45.0M | 2,831,013 | 0.00% | 8q | +5.5%+$2.3M |
| GOLDMAN SACHS GROUP INC | $40.0M | 2,516,608 | 0.00% | 31q | +4.3%+$1.7M |
| LMR Partners LLP | $21.8M | 1,373,260 | 0.08% | 3q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $16.1M | 1,012,867 | 0.00% | 31q | HELD |
| Invesco Ltd. | $13.3M | 834,389 | 0.00% | 10q | -23.0%-$4.0M |
| NORTHERN TRUST CORP | $13.0M | 816,368 | 0.00% | 31q | +2.8%+$348.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $10.7M | 675,775 | 0.02% | 2q | +97.4%+$5.3M |
| BNP PARIBAS FINANCIAL MARKETS | $10.5M | 663,777 | 0.00% | 7q | +25.9%+$2.2M |
| Quantinno Capital Management LP | $10.2M | 644,378 | 0.01% | 15q | +25.6%+$2.1M |
| JANE STREET GROUP, LLC | $9.3M | 587,977 | 0.00% | 4q | +21.4%+$1.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.2M | 513,204 | 0.00% | 11q | -68.8%-$18.0M |
| FMR LLC | $7.8M | 490,355 | 0.00% | 31q | +12.9%+$892.5K |
| Point72 Asset Management, L.P. | $7.4M | 467,571 | 0.01% | 6q | +51.3%+$2.5M |
| 13D Management LLC | $7.3M | 458,338 | 10.21% | 25q | HELD |
| RENAISSANCE GROUP LLC | $7.2M | 454,127 | 0.29% | 8q | +22.8%+$1.3M |
| ALLIANCEBERNSTEIN L.P. | $7.1M | 542,055 | 0.00% | 5q | HELD |
| Creative Planning | $6.1M | 384,989 | 0.00% | 16q | +44.9%+$1.9M |
| Optiver Holding B.V. | $4.9M | 308,966 | 0.00% | 4q | -49.8%-$4.9M |
| UBS Group AG | $4.7M | 295,130 | 0.00% | 31q | +271.4%+$3.4M |
| ABC ARBITRAGE SA | $4.5M | 281,169 | 0.48% | 4q | +25.0%+$892.5K |
| HRT FINANCIAL LP | $3.7M | 230,275 | 0.01% | 2q | +54.9%+$1.3M |
| Schonfeld Strategic Advisors LLC | $3.6M | 226,746 | 0.01% | 4q | +61.7%+$1.4M |
| QRG CAPITAL MANAGEMENT, INC. | $3.6M | 224,809 | 0.03% | 12q | +26.4%+$747.2K |
| Tower Research Capital LLC (TRC) | $3.5M | 219,863 | 0.09% | 17q | +43.3%+$1.1M |
| D. E. Shaw & Co., Inc. | $3.4M | 214,774 | 0.00% | 4q | -74.1%-$9.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.1M | 197,219 | 0.00% | 13q | +12.8%+$354.9K |
| BANK OF MONTREAL /CAN/ | $2.7M | 168,254 | 0.00% | 5q | -2.8%-$77.9K |
| Pathstone Holdings, LLC | $2.5M | 158,721 | 0.01% | 11q | +23.4%+$478.0K |
| Mariner, LLC | $2.5M | 158,202 | 0.00% | 18q | +11.1%+$252.2K |
| AQR CAPITAL MANAGEMENT LLC | $2.4M | 151,566 | 0.00% | 10q | +27.0%+$512.0K |
| Campbell & CO Investment Adviser LLC | $2.4M | 148,238 | 0.12% | 5q | +4.3%+$98.1K |
| MILLENNIUM MANAGEMENT LLC | $2.3M | 147,482 | 0.00% | 6q | +136.4%+$1.4M |
| Cerity Partners LLC | $2.2M | 140,339 | 0.00% | 17q | +2.7%+$57.9K |
| Crossmark Global Holdings, Inc. | $2.2M | 139,170 | 0.03% | 31q | HELD |
| Vanguard Personalized Indexing Management, LLC | $2.1M | 132,856 | 0.02% | 20q | +18.0%+$321.5K |
| BARCLAYS PLC | $2.0M | 124,608 | 0.00% | 3q | +100.0%+$990.0K |
| Ethic Inc. | $1.8M | 112,721 | 0.02% | 19q | -20.0%-$448.2K |
| Nuveen, LLC | $1.7M | 107,879 | 0.00% | new | NEW |
| NATIXIS ADVISORS, LLC | $1.6M | 102,397 | 0.00% | 19q | +18.5%+$254.4K |
| JPMORGAN CHASE & CO | $1.4M | 91,642 | 0.00% | 31q | -15.8%-$267.5K |
| BANK OF AMERICA CORP /DE/ | $1.3M | 80,281 | 0.00% | 31q | +12.6%+$142.9K |
| AMERICAN CENTURY COMPANIES INC | $1.3M | 79,604 | 0.00% | 21q | +2.7%+$33.7K |
| Laird Norton Wetherby Trust Company, LLC | $1.2M | 75,835 | 0.02% | 3q | -9.5%-$126.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 73,671 | 0.00% | 12q | +18.2%+$180.6K |
| CAPITAL FUND MANAGEMENT S.A. | $1.1M | 71,671 | 0.01% | new | NEW |
| OLD MISSION CAPITAL LLC | $1.1M | 69,610 | 0.02% | 3q | +195.5%+$731.7K |
| Bank of New York Mellon Corp | $986.4K | 62,075 | 0.00% | 24q | +10.1%+$90.5K |
| Quantbot Technologies LP | $940.8K | 59,204 | 0.04% | 2q | +340.5%+$727.2K |
| US BANCORP \DE\ | $894.2K | 56,277 | 0.00% | 31q | -1.8%-$16.4K |
| Vident Advisory, LLC | $858.8K | 54,046 | 0.01% | 12q | -6.9%-$63.4K |
| HANTZ FINANCIAL SERVICES, INC. | $836.0K | 52,601 | 0.01% | 6q | +55.0%+$296.5K |
| Corient Private Wealth LP | $806.3K | 50,742 | 0.00% | 15q | -1.7%-$13.9K |
| QUADRANT CAPITAL GROUP LLC | $786.0K | 49,462 | 0.02% | 31q | +0.6%+$4.9K |
| Abacus Wealth Partners, LLC | $776.3K | 48,853 | 0.08% | 3q | -29.6%-$325.6K |
| LEUTHOLD GROUP, LLC | $734.5K | 46,222 | 0.07% | 4q | -23.1%-$220.9K |
| Farringdon Capital, Ltd. | $719.2K | 45,260 | 0.36% | 4q | +16.9%+$103.8K |
| Orion Porfolio Solutions, LLC | $688.5K | 43,329 | 0.01% | 19q | +13.3%+$81.1K |
| Engineers Gate Manager LP | $669.5K | 42,133 | 0.01% | 5q | -43.0%-$504.8K |
| IEQ CAPITAL, LLC | $658.8K | 41,459 | 0.00% | 4q | +1.5%+$10.0K |
| Sequoia Financial Advisors, LLC | $649.4K | 40,867 | 0.00% | 12q | +3.4%+$21.2K |
| Aaron Wealth Advisors LLC | $641.2K | 40,355 | 0.03% | 2q | +2.4%+$15.0K |
| Balyasny Asset Management L.P. | $594.9K | 37,437 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $568.5K | 35,780 | 0.00% | 20q | -24.3%-$182.1K |
| Atria Investments, Inc | $564.2K | 35,504 | 0.01% | 9q | -7.1%-$43.3K |
| MML INVESTORS SERVICES, LLC | $551.4K | 34,700 | 0.00% | 5q | +48.6%+$180.4K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $522.0K | 32,849 | 0.00% | 10q | -9.9%-$57.5K |
| ENVESTNET ASSET MANAGEMENT INC | $506.5K | 31,909 | 0.00% | 31q | +24.1%+$98.3K |
| Focus Partners Wealth | $485.0K | 30,521 | 0.00% | 3q | +80.3%+$216.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $478.1K | 30,087 | 0.01% | 21q | +7.5%+$33.3K |
| CITADEL ADVISORS LLC | $450.5K | 28,349 | 0.00% | 6q | -55.0%-$551.3K |
| SYON CAPITAL LLC | $450.0K | 28,322 | 0.02% | 11q | +14.8%+$58.1K |
| Prospera Financial Services Inc | $436.7K | 27,482 | 0.01% | new | NEW |
| Cordatus Wealth Management LLC | $436.7K | 27,482 | 0.10% | new | NEW |
| GLENMEDE TRUST CO NA | $433.0K | 27,251 | 0.00% | 6q | +100.8%+$217.4K |
| Tidal Investments LLC | $430.7K | 27,102 | 0.00% | 7q | +2.3%+$9.9K |
| Russell Investments Group, Ltd. | $427.8K | 26,922 | 0.00% | 14q | +34.4%+$109.6K |
| ATLAS CAPITAL ADVISORS INC. | $427.0K | 26,872 | 0.05% | 23q | HELD |
| Ballentine Partners, LLC | $426.2K | 26,819 | 0.01% | 21q | +13.7%+$51.5K |
| Vise Technologies, Inc. | $421.8K | 26,544 | 0.00% | 3q | +160.3%+$259.8K |
| Entropy Technologies, LP | $393.8K | 24,784 | 0.02% | 2q | -20.9%-$104.3K |
| Savant Capital, LLC | $387.7K | 25,507 | 0.00% | new | NEW |
| WINTON GROUP Ltd | $384.5K | 24,200 | 0.01% | 2q | +44.9%+$119.2K |
| XTX Topco Ltd | $379.7K | 23,898 | 0.00% | new | NEW |
| FIRST TRUST ADVISORS LP | $371.0K | 23,346 | 0.00% | 7q | +27.1%+$79.1K |
| AMERIPRISE FINANCIAL INC | $358.2K | 22,540 | 0.00% | 31q | +36.3%+$95.4K |
| JNBA Financial Advisors | $337.7K | 21,252 | 0.03% | 22q | HELD |
| Keebeck Wealth Management | $336.9K | 21,205 | 0.03% | 2q | +50.8%+$113.6K |
| Versant Capital Management, Inc | $336.5K | 21,176 | 0.03% | 7q | +77.9%+$147.4K |
| Formidable Asset Management, LLC | $332.6K | 20,929 | 0.05% | 7q | -3.0%-$10.4K |
| SIGNATUREFD, LLC | $330.7K | 20,809 | 0.00% | 31q | +20.8%+$57.0K |
| PNC Financial Services Group, Inc. | $328.2K | 20,654 | 0.00% | 31q | -13.1%-$49.7K |
| TRUIST FINANCIAL CORP | $318.4K | 20,037 | 0.00% | 8q | +26.8%+$67.4K |
| FCA CORP /TX | $317.8K | 20,000 | 0.08% | 6q | HELD |
| Johnson Financial Group, LLC | $316.3K | 19,903 | 0.02% | 2q | +65.8%+$125.5K |
| NEUBERGER BERMAN GROUP LLC | $311.7K | 19,618 | 0.00% | 2q | +69.1%+$127.4K |
| TWO SIGMA INVESTMENTS, LP | $308.3K | 19,400 | 0.00% | 2q | +3.2%+$9.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | $302.1K | 19,015 | 0.00% | 2q | +70.1%+$124.5K |
| Joel Isaacson & Co., LLC | $301.6K | 18,979 | 0.01% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $279.9K | 17,617 | 0.00% | 11q | +8.7%+$22.5K |
Showing the largest 100 of 213 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 57 | $16.0M | 992,939 | 10 | 17 | 10 | 0.0% |
| Q2 2026 | 213 | $424.9M | 26,832,087 | 27 | 108 | 36 | 0.0% |
| Q1 2026 | 202 | $342.1M | 26,014,772 | 31 | 73 | 66 | 0.0% |
| Q4 2025 | 195 | $340.9M | 24,291,405 | 34 | 71 | 56 | 0.0% |
| Q3 2025 | 177 | $297.6M | 21,014,678 | 26 | 58 | 64 | 0.0% |
| Q2 2025 | 187 | $325.2M | 21,781,968 | 31 | 68 | 53 | 0.0% |
| Q1 2025 | 179 | $300.6M | 18,772,001 | 38 | 70 | 39 | 0.0% |
| Q4 2024 | 156 | $298.4M | 18,495,839 | 18 | 70 | 30 | 0.1% |
| Q3 2024 | 153 | $248.5M | 18,096,146 | 22 | 60 | 36 | 0.2% |
| Q2 2024 | 143 | $227.7M | 18,207,347 | 16 | 51 | 42 | 0.2% |
| Q1 2024 | 136 | $309.7M | 23,520,841 | 20 | 53 | 26 | 0.0% |
| Q4 2023 | 126 | $214.1M | 17,393,756 | 16 | 46 | 29 | 0.2% |
| Q3 2023 | 118 | $162.8M | 15,432,074 | 8 | 51 | 33 | 0.0% |
| Q2 2023 | 118 | $166.8M | 15,909,689 | 21 | 35 | 36 | 0.0% |
| Q1 2023 | 109 | $179.2M | 17,144,677 | 10 | 22 | 51 | 0.0% |
| Q4 2022 | 128 | $215.9M | 19,179,773 | 23 | 36 | 52 | 0.0% |
| Q3 2022 | 118 | $954.7M | 99,940,920 | 15 | 48 | 31 | 0.0% |
| Q2 2022 | 119 | $963.5M | 104,477,755 | 14 | 40 | 45 | 0.0% |
| Q1 2022 | 124 | $732.5M | 73,347,363 | 22 | 57 | 20 | 0.2% |
| Q4 2021 | 118 | $577.3M | 68,722,660 | 35 | 46 | 17 | 0.0% |
| Q3 2021 | 92 | $594.3M | 61,459,707 | 12 | 24 | 30 | 0.0% |
| Q2 2021 | 90 | $659.0M | 56,761,376 | 14 | 29 | 27 | 0.0% |
| Q1 2021 | 88 | $488.0M | 45,643,973 | 10 | 38 | 17 | 0.0% |
| Q4 2020 | 89 | $410.2M | 44,664,332 | 13 | 29 | 24 | 0.0% |
| Q3 2020 | 81 | $377.6M | 53,075,324 | 18 | 29 | 19 | 0.1% |
| Q2 2020 | 77 | $129.2M | 17,881,401 | 17 | 18 | 30 | 0.2% |
| Q1 2020 | 78 | $158.4M | 23,024,785 | 25 | 27 | 16 | 0.0% |
| Q4 2019 | 73 | $100.8M | 11,943,981 | 11 | 18 | 29 | 0.1% |
| Q3 2019 | 73 | $118.9M | 13,140,075 | 9 | 22 | 26 | 0.1% |
| Q2 2019 | 85 | $154.5M | 14,916,365 | 12 | 22 | 33 | 0.0% |
| Q1 2019 | 95 | $367.5M | 33,479,507 | 20 | 13 | 37 | 0.0% |
| Q4 2018 | 94 | $404.9M | 33,837,075 | 0 | 3 | 1 | 0.1% |