PEARSON PLC - SPONSORED ADR (PSO)

CUSIP: 705015105

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / SPONSORED ADR
Total 13F shares
14,818,606
Share change
-607,784
Total reported value
$182,127,765
Put/Call ratio
3362%
Price per share
$12.29
Number of holders
124
Value change
-$5,574,248
Number of buys
62
Number of sells
42

Quarterly Holders Quick Answers

What is CUSIP 705015105?
CUSIP 705015105 identifies PSO - PEARSON PLC - SPONSORED ADR in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of PSO - PEARSON PLC - SPONSORED ADR (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
MORGAN STANLEY
13F
Company
class O/S missing
2,663,113
$28,069,213 30 Sep 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
2,338,561
$24,648,836 30 Sep 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
class O/S missing
2,096,893
$22,101,256 30 Sep 2023
13F
BlackRock Finance, Inc.
13F
Company
class O/S missing
1,668,829
$17,589,462 30 Sep 2023
13F
JANE STREET GROUP, LLC
13F
Company
class O/S missing
898,675
$9,472,034 30 Sep 2023
13F
13D Management LLC
13F
Company
class O/S missing
757,583
$7,984,925 30 Sep 2023
13F
Optiver Holding B.V.
13F
Company
class O/S missing
668,130
$7,077,889 30 Sep 2023
13F
UBS Group AG
13F
Company
class O/S missing
498,279
$5,251,861 30 Sep 2023
13F
LMR Partners LLP
13F
Company
class O/S missing
463,456
$4,884,826 30 Sep 2023
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
391,476
$4,126,157 30 Sep 2023
13F
Henry James International Management Inc.
13F
Company
class O/S missing
346,518
$3,652,300 30 Sep 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
class O/S missing
294,486
$3,103,882 30 Sep 2023
13F
FMR LLC
13F
Company
class O/S missing
197,204
$2,078,532 30 Sep 2023
13F
Mariner, LLC
13F
Company
class O/S missing
132,517
$1,396,729 30 Sep 2023
13F
CITADEL ADVISORS LLC
13F
Company
class O/S missing
102,127
$1,076,419 30 Sep 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
98,059
$1,033,542 30 Sep 2023
13F
Ethic Inc.
13F
Company
class O/S missing
97,734
$1,030,114 30 Sep 2023
13F
Crossmark Global Holdings, Inc.
13F
Company
class O/S missing
75,005
$821,000 30 Sep 2023
13F
NATIXIS ADVISORS, LLC
13F
Company
class O/S missing
72,604
$765,000 30 Sep 2023
13F
HighTower Advisors, LLC
13F
Company
class O/S missing
63,030
$665,000 30 Sep 2023
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
class O/S missing
59,441
$626,506 30 Sep 2023
13F
Vanguard Personalized Indexing Management, LLC
13F
Company
class O/S missing
58,275
$614,221 30 Sep 2023
13F
Laird Norton Wetherby Wealth Management, LLC
13F
Company
class O/S missing
57,765
$608,844 30 Sep 2023
13F
ADVISOR PARTNERS II, LLC
13F
Company
class O/S missing
57,644
$607,566 30 Sep 2023
13F
Corient Private Wealth LLC
13F
Company
class O/S missing
52,789
$556,396 30 Sep 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
class O/S missing
52,566
$554,046 30 Sep 2023
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
class O/S missing
51,441
$542,188 30 Sep 2023
13F
Quantinno Capital Management LP
13F
Company
class O/S missing
51,411
$542,000 30 Sep 2023
13F
HARTFORD INVESTMENT MANAGEMENT CO
13F
Company
class O/S missing
50,897
$536,454 30 Sep 2023
13F
US BANCORP \DE\
13F
Company
class O/S missing
47,315
$498,701 30 Sep 2023
13F
Schonfeld Strategic Advisors LLC
13F
Company
class O/S missing
47,000
$495,380 30 Sep 2023
13F
Creative Planning
13F
Company
class O/S missing
41,467
$437,062 30 Sep 2023
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
41,345
$435,776 30 Sep 2023
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
class O/S missing
38,915
$410,164 30 Sep 2023
13F
Orion Porfolio Solutions, LLC
13F
Company
class O/S missing
35,366
$372,758 30 Sep 2023
13F
Orion Portfolio Solutions, LLC
13F
Company
class O/S missing
35,366
$372,758 30 Sep 2023
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
30,132
$317,594 30 Sep 2023
13F
Calydon Capital
13F
Company
class O/S missing
29,430
$310,192 30 Sep 2023
13F
Murray Antman Dba SimplyRich Lester
13F
Individual
class O/S missing
28,913
$304,000 30 Sep 2023
13F
JNBA Financial Advisors
13F
Company
class O/S missing
27,462
$289,450 30 Sep 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
24,872
$262,151 30 Sep 2023
13F
Summit Global Investments
13F
Company
class O/S missing
23,258
$245,000 30 Sep 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
21,493
$226,536 30 Sep 2023
13F
MARSHALL WACE, LLP
13F
Company
class O/S missing
21,279
$224,280 30 Sep 2023
13F
ATLAS CAPITAL ADVISORS INC.
13F
Company
class O/S missing
20,698
$218,156 30 Sep 2023
13F
Freedom Investment Management, Inc.
13F
Company
class O/S missing
19,501
$205,541 30 Sep 2023
13F
Vident Advisory, LLC
13F
Company
class O/S missing
19,001
$200,271 30 Sep 2023
13F
FRANKLIN RESOURCES INC
13F
Company
class O/S missing
18,686
$196,951 30 Sep 2023
13F
First Trust Direct Indexing L.P.
13F
Company
class O/S missing
17,956
$189,254 30 Sep 2023
13F
Ballentine Partners, LLC
13F
Company
class O/S missing
17,745
$187,032 30 Sep 2023
13F

Institutional Holders of PEARSON PLC - SPONSORED ADR (PSO) as of Q4 2023

As of 31 Dec 2023, PEARSON PLC - SPONSORED ADR (PSO) was held by 124 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,818,606 shares. The largest 10 holders included MORGAN STANLEY, DIMENSIONAL FUND ADVISORS LP, GOLDMAN SACHS GROUP INC, BlackRock Inc., ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, UBS Group AG, LMR Partners LLP, 13D Management LLC, NORTHERN TRUST CORP, and GEODE CAPITAL MANAGEMENT, LLC. This page lists 124 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
115
Q4 2023 holders
124
Holder diff
9
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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