PEARSON PLC PSO
SPONSORED ADR · ADR · CUSIP 705015105
UK publishing company
- SectorCommunication
- IndustryBooks: Publishing or Publishing & Printing
- HeadquartersLondon, United Kingdom
- Founded1844
- Websitepearson.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.83. Options: 0 managers hold calls (— notional), 1 hold puts ($4.8k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 124 |
| Q4 2022 | 128 |
| Q1 2023 | 111 |
| Q2 2023 | 117 |
| Q3 2023 | 116 |
| Q4 2023 | 126 |
| Q1 2024 | 136 |
| Q2 2024 | 142 |
| Q3 2024 | 152 |
| Q4 2024 | 155 |
| Q1 2025 | 178 |
| Q2 2025 | 186 |
| Q3 2025 | 177 |
| Q4 2025 | 193 |
| Q1 2026 | 200 |
| Q2 2026 | 211 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 83 | 47 |
| Q4 2024 | 90 | 48 |
| Q1 2025 | 111 | 50 |
| Q2 2025 | 98 | 76 |
| Q3 2025 | 87 | 97 |
| Q4 2025 | 103 | 74 |
| Q1 2026 | 104 | 92 |
| Q2 2026 | 133 | 52 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $0 | $4.8k | — |
Biggest buyers
| MORGAN STANLEY | Added | +833.9k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +333.5k |
| UBS Group AG | Added | +215.7k |
| Point72 Asset Management, L.P. | Added | +158.4k |
| BlackRock, Inc. | Added | +147.8k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +136.5k |
| Quantinno Capital Management LP | Added | +131.5k |
| Creative Planning | Added | +119.3k |
| Nuveen, LLC | New | +107.9k |
| GOLDMAN SACHS GROUP INC | Added | +104.5k |
Biggest sellers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.1m |
| D. E. Shaw & Co., Inc. | Reduced | -614.2k |
| Optiver Holding B.V. | Reduced | -306.0k |
| Invesco Ltd. | Reduced | -249.0k |
| Aquatic Capital Management LLC | Sold out | -160.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Sold out | -115.2k |
| Verition Fund Management LLC | Sold out | -40.7k |
| Lester Murray Antman dba SimplyRich | Sold out | -35.7k |
| CITADEL ADVISORS LLC | Reduced | -34.7k |
| Engineers Gate Manager LP | Reduced | -31.8k |
Biggest calls
| None |
Biggest puts
| SIMPLEX TRADING, LLC | New | $4.8k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Cevian Capital II GP LTD
13D · may seek influence
+0.2 pts · filed 2026-09-23
Stated purposeOn September 22, 2026, the Reporting Person entered into a relationship agreement (the "Relationship Agreement") with the Issuer pursuant to which the Issuer agreed, subject to the terms and conditions of the Relationship Agreement, to appoint Alexander Svensson (the "Shareholder Director") to serve as a non-executive director of the Issuer's board of directors (the "Board") and as a member of the Nomination & Governance Committee of the Board with effect from October 1, 2026, and to recommend the re-election of the Shareholder Director at each annual general meeting of the Issuer during the term of the Relationship Agreement. In addition, the Reporting Person has customary replacement rights with respect to the Shareholder Director. The Relationship Agreement also provides for customary … Full filing |
19.4% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 4.8m $76.8m | Added +833.9k |
| BlackRock, Inc. 0.00% of their portfolio | 2.8m $45.0m | Added +147.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.5m $40.0m | Added +104.5k |
| LMR Partners LLP 0.16% of their portfolio | 1.4m $21.8m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.0m $16.1m | Added +2.7k |
| Invesco Ltd. 0.00% of their portfolio | 834.4k $13.3m | Reduced -249.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 816.4k $13.0m | Added +21.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 675.8k $10.7m | Added +333.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 663.8k $10.5m | Added +136.5k |
| Quantinno Capital Management LP 0.01% of their portfolio | 644.4k $10.2m | Added +131.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 588.0k $9.3m | Added +103.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 542.1k $7.1m | Reduced -2.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 513.2k $8.2m | Reduced -1.1m |
| FMR LLC 0.00% of their portfolio | 490.4k $7.8m | Added +56.2k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 467.6k $7.4m | Added +158.4k |
| 13D Management LLC 10.21% of their portfolio | 458.3k $7.3m | Unchanged |
| RENAISSANCE GROUP LLC 0.29% of their portfolio | 454.1k $7.2m | Added +84.4k |
| Creative Planning 0.00% of their portfolio | 385.0k $6.1m | Added +119.3k |
| Optiver Holding B.V. 0.07% of their portfolio | 309.0k $4.9m | Reduced -306.0k |
| UBS Group AG 0.00% of their portfolio | 295.1k $4.7m | Added +215.7k |
| ABC ARBITRAGE SA 0.48% of their portfolio | 281.2k $4.5m | Added +56.2k |
| HRT FINANCIAL LP 0.01% of their portfolio | 230.3k $3.7m | Added +81.6k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 226.7k $3.6m | Added +86.5k |
| QRG CAPITAL MANAGEMENT, INC. 0.03% of their portfolio | 224.8k $3.6m | Added +47.0k |
| Tower Research Capital LLC (TRC) 0.09% of their portfolio | 219.9k $3.5m | Added +66.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 214.8k $3.4m | Reduced -614.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 197.2k $3.1m | Added +22.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 168.3k $2.7m | Reduced -4.9k |
| Pathstone Holdings, LLC 0.01% of their portfolio | 158.7k $2.5m | Added +30.1k |
| Mariner, LLC 0.00% of their portfolio | 158.2k $2.5m | Added +15.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 151.6k $2.4m | Added +32.2k |
| Campbell & CO Investment Adviser LLC 0.12% of their portfolio | 148.2k $2.4m | Added +6.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 147.5k $2.3m | Added +85.1k |
| Cerity Partners LLC 0.00% of their portfolio | 140.3k $2.2m | Added +3.6k |
| Crossmark Global Holdings, Inc. 0.03% of their portfolio | 139.2k $2.2m | Reduced -140 |
| Vanguard Personalized Indexing Management, LLC 0.02% of their portfolio | 132.9k $2.1m | Added +20.2k |
| BARCLAYS PLC 0.00% of their portfolio | 124.6k $2.0m | Added +62.3k |
| Ethic Inc. 0.02% of their portfolio | 112.7k $1.8m | Reduced -28.2k |
| Nuveen, LLC 0.00% of their portfolio | 107.9k $1.7m | New |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 102.4k $1.6m | Added +16.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 91.6k $1.4m | Reduced -17.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 80.3k $1.3m | Added +9.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 79.6k $1.3m | Added +2.1k |
| Laird Norton Wetherby Trust Company, LLC 0.02% of their portfolio | 75.8k $1.2m | Reduced -8.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 73.7k $1.2m | Added +11.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 71.7k $1.1m | New |
| OLD MISSION CAPITAL LLC 0.03% of their portfolio | 69.6k $1.1m | Added +46.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 62.1k $986.4k | Added +5.7k |
| Quantbot Technologies LP 0.04% of their portfolio | 59.2k $940.8k | Added +45.8k |
| US BANCORP \DE\ 0.00% of their portfolio | 56.3k $894.2k | Reduced -1.0k |
| Vident Advisory, LLC 0.01% of their portfolio | 54.0k $858.8k | Reduced -4.0k |
| HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio | 52.6k $836.0k | Added +18.7k |
| Corient Private Wealth LP 0.00% of their portfolio | 50.7k $806.3k | Reduced -872 |
| QUADRANT CAPITAL GROUP LLC 0.02% of their portfolio | 49.5k $786.0k | Added +309 |
| Abacus Wealth Partners, LLC 0.08% of their portfolio | 48.9k $776.3k | Reduced -20.5k |
| LEUTHOLD GROUP, LLC 0.07% of their portfolio | 46.2k $734.5k | Reduced -13.9k |
| Farringdon Capital, Ltd. 0.36% of their portfolio | 45.3k $719.2k | Added +6.5k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 43.3k $688.5k | Added +5.1k |
| Engineers Gate Manager LP 0.01% of their portfolio | 42.1k $669.5k | Reduced -31.8k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 41.5k $658.8k | Added +628 |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 40.9k $649.4k | Added +1.3k |
| Aaron Wealth Advisors LLC 0.03% of their portfolio | 40.4k $641.2k | Added +943 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 37.4k $594.9k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 35.8k $568.5k | Reduced -11.5k |
| Atria Investments, Inc 0.01% of their portfolio | 35.5k $564.2k | Reduced -2.7k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 34.7k $551.4k | Added +11.4k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 32.8k $522.0k | Reduced -3.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 31.9k $506.5k | Added +6.2k |
| Focus Partners Wealth 0.00% of their portfolio | 30.5k $485.0k | Added +13.6k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 30.1k $478.1k | Added +2.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 28.3k $450.5k | Reduced -34.7k |
| SYON CAPITAL LLC 0.02% of their portfolio | 28.3k $450.0k | Added +3.7k |
| Prospera Financial Services Inc 0.01% of their portfolio | 27.5k $436.7k | New |
| Cordatus Wealth Management LLC 0.10% of their portfolio | 27.5k $436.7k | New |
| GLENMEDE TRUST CO NA 0.00% of their portfolio | 27.3k $433.0k | Added +13.7k |
| Tidal Investments LLC 0.00% of their portfolio | 27.1k $430.7k | Added +620 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 26.9k $427.8k | Added +6.9k |
| ATLAS CAPITAL ADVISORS INC. 0.05% of their portfolio | 26.9k $427.0k | Unchanged |
| Ballentine Partners, LLC 0.01% of their portfolio | 26.8k $426.2k | Added +3.2k |
| Vise Technologies, Inc. 0.00% of their portfolio | 26.5k $421.8k | Added +16.3k |
| Savant Capital, LLC 0.00% of their portfolio | 25.5k $387.7k | New |
| Entropy Technologies, LP 0.02% of their portfolio | 24.8k $393.8k | Reduced -6.6k |
| WINTON GROUP Ltd 0.01% of their portfolio | 24.2k $384.5k | Added +7.5k |
| XTX Topco Ltd 0.00% of their portfolio | 23.9k $379.7k | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 23.3k $371.0k | Added +5.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 22.5k $358.2k | Added +6.0k |
| JNBA Financial Advisors 0.03% of their portfolio | 21.3k $337.7k | Unchanged |
| Keebeck Wealth Management 0.03% of their portfolio | 21.2k $336.9k | Added +7.1k |
| Versant Capital Management, Inc 0.03% of their portfolio | 21.2k $336.5k | Added +9.3k |
| Formidable Asset Management, LLC 0.05% of their portfolio | 20.9k $332.6k | Reduced -654 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 20.8k $330.7k | Added +3.6k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 20.7k $328.2k | Reduced -3.1k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 20.0k $318.4k | Added +4.2k |
| FCA CORP /TX 0.08% of their portfolio | 20.0k $317.8k | Unchanged |
| Johnson Financial Group, LLC 0.02% of their portfolio | 19.9k $316.3k | Added +7.9k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 19.6k $311.7k | Added +8.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 19.4k $308.3k | Added +600 |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 19.0k $302.1k | Added +7.8k |
| Joel Isaacson & Co., LLC 0.01% of their portfolio | 19.0k $301.6k | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio | 17.6k $279.9k | Added +1.4k |