Security key
705015105
- Type / Class
- Equity / SPONSORED ADR
- Total 13F shares
- 18,201,857
- Share change
- +349,471
- Total reported value
- $227,218,098
- Put/Call ratio
- 1079%
- Price per share
- $12.48
- Number of holders
- 141
- Value change
- +$4,271,145
- Number of buys
- 73
- Number of sells
- 51
Report period
Q2 2024
Institutions
141
Top holders
10
PSO full security history
Newer quarter: Q3 2024
Previous quarter: Q1 2024
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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
|
2,832,576
|
$37,276,715 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
2,226,687
|
$29,303,206 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
1,988,177
|
$26,164,410 | — | 31 Mar 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
1,882,978
|
$24,779,987 | — | 31 Mar 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
—
class O/S missing
|
1,587,124
|
$20,887,000 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
1,202,876
|
$15,829,848 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
492,683
|
$6,483,708 | — | 31 Mar 2024 | |
| LMR Partners LLP |
13F
|
Company |
—
class O/S missing
|
463,456
|
$6,099,081 | — | 31 Mar 2024 | |
| 13D Management LLC |
13F
|
Company |
—
class O/S missing
|
440,881
|
$5,801,994 | — | 31 Mar 2024 | |
| Optiver Holding B.V. |
13F
|
Company |
—
class O/S missing
|
412,752
|
$5,429,632 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
394,793
|
$5,195,476 | — | 31 Mar 2024 | |
| Henry James International Management Inc. |
13F
|
Company |
—
class O/S missing
|
296,744
|
$3,905,151 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
294,486
|
$3,875,435 | — | 31 Mar 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
250,400
|
$3,295,000 | — | 31 Mar 2024 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
236,600
|
$3,113,656 | — | 31 Mar 2024 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
—
class O/S missing
|
188,000
|
$2,474,080 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
179,241
|
$2,358,812 | — | 31 Mar 2024 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
173,620
|
$2,284,847 | — | 31 Mar 2024 | |
| Ethic Inc. |
13F
|
Company |
—
class O/S missing
|
116,053
|
$1,527,255 | — | 31 Mar 2024 | |
| Quantinno Capital Management LP |
13F
|
Company |
—
class O/S missing
|
100,779
|
$1,326,000 | — | 31 Mar 2024 | |
| Pathstone Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
90,354
|
$1,189,776 | — | 31 Mar 2024 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
89,316
|
$1,175,000 | — | 31 Mar 2024 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
82,326
|
$1,083,000 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
74,088
|
$974,998 | — | 31 Mar 2024 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
67,453
|
$887,685 | — | 31 Mar 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
64,024
|
$843,000 | — | 31 Mar 2024 | |
| Laird Norton Wetherby Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
61,175
|
$805,063 | — | 31 Mar 2024 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
53,687
|
$706,521 | — | 31 Mar 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
52,500
|
$690,905 | — | 31 Mar 2024 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
52,417
|
$689,808 | — | 31 Mar 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
51,949
|
$683,649 | — | 31 Mar 2024 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
51,352
|
$675,792 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
49,342
|
$649,339 | — | 31 Mar 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
49,318
|
$649,025 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
48,915
|
$643,721 | — | 31 Mar 2024 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
—
class O/S missing
|
46,878
|
$616,914 | — | 31 Mar 2024 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
—
class O/S missing
|
39,785
|
$523,570 | — | 31 Mar 2024 | |
| Vident Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
35,973
|
$473,414 | — | 31 Mar 2024 | |
| Orion Porfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
34,837
|
$458,455 | — | 31 Mar 2024 | |
| Orion Portfolio Solutions, LLC |
13F
|
Company |
—
class O/S missing
|
34,837
|
$458,455 | — | 31 Mar 2024 | |
| Cerity Partners LLC |
13F
|
Company |
—
class O/S missing
|
33,938
|
$446,621 | — | 31 Mar 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
33,582
|
$441,939 | — | 31 Mar 2024 | |
| Murray Antman Dba SimplyRich Lester |
13F
|
Individual |
—
class O/S missing
|
31,440
|
$414,000 | — | 31 Mar 2024 | |
| Genus Capital Management Inc. |
13F
|
Company |
—
class O/S missing
|
30,300
|
$398,748 | — | 31 Mar 2024 | |
| ATLAS CAPITAL ADVISORS INC. |
13F
|
Company |
—
class O/S missing
|
28,187
|
$370,940 | — | 31 Mar 2024 | |
| JNBA Financial Advisors |
13F
|
Company |
—
class O/S missing
|
27,462
|
$361,400 | — | 31 Mar 2024 | |
| Trexquant Investment LP |
13F
|
Company |
—
class O/S missing
|
25,776
|
$339,212 | — | 31 Mar 2024 | |
| Schonfeld Strategic Advisors LLC |
13F
|
Company |
—
class O/S missing
|
25,500
|
$335,580 | — | 31 Mar 2024 | |
| Ballentine Partners, LLC |
13F
|
Company |
—
class O/S missing
|
24,465
|
$321,959 | — | 31 Mar 2024 | |
| SYON CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
24,382
|
$320,871 | — | 31 Mar 2024 |
Institutional Holders of PEARSON PLC - SPONSORED ADR (PSO) as of Q2 2024
As of 30 Jun 2024,
PEARSON PLC - SPONSORED ADR (PSO) was held by
141 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,201,857 shares.
The largest 10 holders included
MORGAN STANLEY, GOLDMAN SACHS GROUP INC, DIMENSIONAL FUND ADVISORS LP, BlackRock Inc., Invesco Ltd., ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, 13D Management LLC, Optiver Holding B.V., LMR Partners LLP, and RENAISSANCE TECHNOLOGIES LLC.
This page lists
141
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
134
Q2 2024 holders
141
Holder diff
7
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 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.