Security key
705015105
- Type / Class
- Equity / SPONSORED ADR
- Total 13F shares
- 17,848,625
- Share change
- +3,024,265
- Total reported value
- $234,843,070
- Put/Call ratio
- 18%
- Price per share
- $13.16
- Number of holders
- 134
- Value change
- +$39,847,260
- Number of buys
- 74
- Number of sells
- 38
Report period
Q1 2024
Institutions
134
Top holders
10
PSO full security history
Newer quarter: Q2 2024
Previous quarter: Q4 2023
PEARSON PLC SEC filings
PEARSON PLC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 705015105
Recent filing periods:
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
|
2,544,600
|
$31,273,144 | — | 31 Dec 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
2,283,779
|
$28,068,047 | — | 31 Dec 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
2,239,694
|
$27,525,844 | — | 31 Dec 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
1,782,155
|
$21,902,682 | — | 31 Dec 2023 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
—
class O/S missing
|
771,313
|
$9,479,000 | — | 31 Dec 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
496,739
|
$6,104,922 | — | 31 Dec 2023 | |
| LMR Partners LLP |
13F
|
Company |
—
class O/S missing
|
463,456
|
$5,695,874 | — | 31 Dec 2023 | |
| 13D Management LLC |
13F
|
Company |
—
class O/S missing
|
440,384
|
$5,412,319 | — | 31 Dec 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
395,020
|
$4,854,797 | — | 31 Dec 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
294,486
|
$3,619,232 | — | 31 Dec 2023 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
270,333
|
$3,322,393 | — | 31 Dec 2023 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
229,366
|
$2,818,911 | — | 31 Dec 2023 | |
| Optiver Holding B.V. |
13F
|
Company |
—
class O/S missing
|
228,078
|
$2,799,729 | — | 31 Dec 2023 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
168,569
|
$2,071,717 | — | 31 Dec 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
160,578
|
$1,973,504 | — | 31 Dec 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
106,400
|
$1,308,000 | — | 31 Dec 2023 | |
| Ethic Inc. |
13F
|
Company |
—
class O/S missing
|
106,094
|
$1,303,893 | — | 31 Dec 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
91,462
|
$1,124,068 | — | 31 Dec 2023 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
89,739
|
$1,103,000 | — | 31 Dec 2023 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
83,497
|
$1,026,000 | — | 31 Dec 2023 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
83,338
|
$1,024,000 | — | 31 Dec 2023 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
62,286
|
$763,000 | — | 31 Dec 2023 | |
| Laird Norton Wetherby Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
60,757
|
$746,704 | — | 31 Dec 2023 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
56,998
|
$700,508 | — | 31 Dec 2023 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
55,827
|
$686,113 | — | 31 Dec 2023 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
53,600
|
$658,744 | — | 31 Dec 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
52,653
|
$647,107 | — | 31 Dec 2023 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
52,642
|
$646,970 | — | 31 Dec 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
51,949
|
$638,453 | — | 31 Dec 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
48,787
|
$599,591 | — | 31 Dec 2023 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
46,263
|
$568,573 | — | 31 Dec 2023 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
—
class O/S missing
|
42,700
|
$524,783 | — | 31 Dec 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
39,390
|
$484,103 | — | 31 Dec 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
36,080
|
$443,423 | — | 31 Dec 2023 | |
| Orion Porfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
33,166
|
$414,907 | — | 31 Dec 2023 | |
| Orion Portfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
33,166
|
$414,907 | — | 31 Dec 2023 | |
| ATLAS CAPITAL ADVISORS INC. |
13F
|
Company |
—
class O/S missing
|
29,844
|
$366,782 | — | 31 Dec 2023 | |
| Murray Antman Dba SimplyRich Lester |
13F
|
Individual |
—
class O/S missing
|
28,941
|
$356,000 | — | 31 Dec 2023 | |
| JNBA Financial Advisors |
13F
|
Company |
—
class O/S missing
|
27,462
|
$337,508 | — | 31 Dec 2023 | |
| Vident Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
25,763
|
$316,626 | — | 31 Dec 2023 | |
| First Trust Direct Indexing L.P. |
13F
|
Company |
—
class O/S missing
|
24,334
|
$299,062 | — | 31 Dec 2023 | |
| SYON CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
23,447
|
$288,167 | — | 31 Dec 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
23,000
|
$282,670 | — | 31 Dec 2023 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
22,207
|
$272,924 | — | 31 Dec 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
21,268
|
$261,384 | — | 31 Dec 2023 | |
| XTX Topco Ltd |
13F
|
Company |
—
class O/S missing
|
20,835
|
$256,062 | — | 31 Dec 2023 | |
| Ballentine Partners, LLC |
13F
|
Company |
—
class O/S missing
|
20,594
|
$253,100 | — | 31 Dec 2023 | |
| QRG CAPITAL MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
18,159
|
$223,174 | — | 31 Dec 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
17,695
|
$217,475 | — | 31 Dec 2023 | |
| Freedom Investment Management, Inc. |
13F
|
Company |
—
class O/S missing
|
17,467
|
$214,673 | — | 31 Dec 2023 |
Institutional Holders of PEARSON PLC - SPONSORED ADR (PSO) as of Q1 2024
As of 31 Mar 2024,
PEARSON PLC - SPONSORED ADR (PSO) was held by
134 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
17,848,625 shares.
The largest 10 holders included
MORGAN STANLEY, GOLDMAN SACHS GROUP INC, DIMENSIONAL FUND ADVISORS LP, BlackRock Inc., ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, Invesco Ltd., UBS Group AG, LMR Partners LLP, 13D Management LLC, and Optiver Holding B.V..
This page lists
134
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
124
Q1 2024 holders
134
Holder diff
10
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.