PSO — PEARSON PLC
Reported value held$241.93M
Funds holding (latest)30
SectorConsumer Discretionary
Funds holding (Q2 2026)23
Institutional value$233.03M · 14.67M sh
New / Add / Cut / Exit2 / 14 / 7 / 2
Top-5 / Top-10 concentration80.7% / 94.2%
Institutional holdings change
Reducing -2.4%
(-361.90K sh)
Institutional value change
Up +18.1%
As of Q2 2026, 23 SEC-registered investment managers reported holding PSO (PEARSON PLC) in their latest 13F filings, with a combined reported value of $233.03M across 14.67M shares. That is -2.4% by share count (-361.90K shares) versus the previous quarter, while reported value moved +18.1%. Ownership is concentrated: the five largest holders account for 80.7% of reported value and the top ten for 94.2%.
Compared with the prior quarter, 2 opened new positions, 14 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PSO is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.83M | $76.79M | 0.00% | Add |
| BlackRock Inc history | 2.83M | $44.98M | 0.00% | Add |
| Goldman Sachs Group history | 2.52M | $39.99M | 0.01% | Add |
| Invesco Ltd history | 834.39K | $13.26M | 0.00% | Reduce |
| Northern Trust Corp history | 816.37K | $12.97M | 0.00% | Add |
| Arrowstreet Capital history | 513.20K | $8.15M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 490.36K | $7.79M | 0.00% | Add |
| Point72 Asset Management history | 467.57K | $7.43M | 0.03% | Add |
| UBS Group AG history | 295.13K | $4.69M | 0.00% | Add |
| D. E. Shaw & Co history | 214.77K | $3.41M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 197.22K | $3.13M | 0.00% | Add |
| AQR Capital Management history | 151.57K | $2.41M | 0.00% | Add |
| Millennium Management history | 147.48K | $2.34M | 0.00% | Add |
| JPMorgan Chase & Co history | 91.64K | $1.43M | 0.00% | New |
| Bank of America Corp history | 80.28K | $1.28M | 0.00% | Add |
| BNY Mellon history | 62.08K | $986.37K | 0.00% | Add |
| Balyasny Asset Management history | 37.44K | $594.87K | 0.00% | New |
| Citadel Advisors history | 28.35K | $450.47K | 0.00% | Reduce |
| PNC Financial Services history | 20.65K | $328.19K | 0.00% | Reduce |
| Two Sigma Investments history | 19.40K | $308.27K | 0.00% | Add |
| Franklin Resources history | 13.88K | $220.47K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.63K | $57.76K | 0.00% | Reduce |
| Citigroup Inc history | 1.17K | $18.53K | 0.00% | Add |
Q1 2026 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.00M | $52.50M | 0.00% | Add |
| BlackRock Inc history | 2.68M | $35.23M | 0.00% | Add |
| Goldman Sachs Group history | 2.41M | $31.67M | 0.00% | Add |
| Arrowstreet Capital history | 1.65M | $21.60M | 0.01% | Add |
| Invesco Ltd history | 1.08M | $14.22M | 0.00% | Reduce |
| D. E. Shaw & Co history | 828.93K | $10.88M | 0.01% | Add |
| Northern Trust Corp history | 794.46K | $10.43M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 434.19K | $5.70M | 0.00% | Add |
| Point72 Asset Management history | 309.13K | $4.06M | 0.01% | Add |
| Charles Schwab Investment Management history | 174.88K | $2.30M | 0.00% | Reduce |
| AQR Capital Management history | 119.34K | $1.57M | 0.00% | Add |
| Geode Capital Management history | 115.18K | $1.51M | 0.00% | Reduce |
| UBS Group AG history | 79.47K | $1.04M | 0.00% | Reduce |
| Bank of America Corp history | 71.29K | $936.00K | 0.00% | Reduce |
| Citadel Advisors history | 63.05K | $827.79K | 0.00% | Add |
| Millennium Management history | 62.38K | $819.02K | 0.00% | Reduce |
| BNY Mellon history | 56.38K | $740.26K | 0.00% | Add |
| Renaissance Technologies history | 25.40K | $333.50K | 0.00% | Reduce |
| Franklin Resources history | 24.00K | $315.09K | 0.00% | Add |
| PNC Financial Services history | 23.78K | $312.22K | 0.00% | Reduce |
| Two Sigma Investments history | 18.80K | $246.84K | 0.00% | New |
| Wells Fargo & Co history | 4.14K | $54.41K | 0.00% | Reduce |
| Citigroup Inc history | 997 | $13.09K | 0.00% | Reduce |
Q4 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.97M | $55.76M | 0.00% | Add |
| BlackRock Inc history | 2.48M | $34.82M | 0.00% | Reduce |
| Goldman Sachs Group history | 2.25M | $31.60M | 0.00% | Add |
| Invesco Ltd history | 1.12M | $15.76M | 0.00% | Add |
| Arrowstreet Capital history | 954.12K | $13.40M | 0.01% | Add |
| Northern Trust Corp history | 738.89K | $10.37M | 0.00% | Reduce |
| Marshall Wace history | 464.04K | $6.52M | 0.01% | New |
| Fidelity Management & Research (FMR) history | 367.98K | $5.17M | 0.00% | Add |
| D. E. Shaw & Co history | 313.58K | $4.40M | 0.00% | Add |
| Point72 Asset Management history | 253.13K | $3.55M | 0.00% | Add |
| Charles Schwab Investment Management history | 196.25K | $2.76M | 0.00% | Add |
| Geode Capital Management history | 159.94K | $2.25M | 0.00% | Reduce |
| Bank of America Corp history | 145.31K | $2.04M | 0.00% | Add |
| Balyasny Asset Management history | 127.95K | $1.80M | 0.00% | Add |
| AQR Capital Management history | 115.17K | $1.62M | 0.00% | Reduce |
| Millennium Management history | 98.64K | $1.38M | 0.00% | Add |
| Renaissance Technologies history | 94.60K | $1.33M | 0.00% | Reduce |
| UBS Group AG history | 82.11K | $1.15M | 0.00% | Add |
| JPMorgan Chase & Co history | 62.36K | $875.49K | 0.00% | Reduce |
| BNY Mellon history | 55.31K | $776.53K | 0.00% | Add |
| Citadel Advisors history | 34.15K | $479.51K | 0.00% | Reduce |
| PNC Financial Services history | 24.48K | $343.72K | 0.00% | Add |
| Franklin Resources history | 20.95K | $294.14K | 0.00% | Add |
| Wells Fargo & Co history | 7.67K | $107.67K | 0.00% | Reduce |
| Citigroup Inc history | 1.23K | $17.25K | 0.00% | Reduce |
Q3 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.96M | $41.85M | 0.00% | Reduce |
| BlackRock Inc history | 2.53M | $35.76M | 0.00% | Add |
| Goldman Sachs Group history | 1.98M | $28.10M | 0.00% | Reduce |
| Invesco Ltd history | 849.33K | $12.03M | 0.00% | Add |
| Northern Trust Corp history | 796.87K | $11.28M | 0.00% | Add |
| Arrowstreet Capital history | 790.93K | $11.20M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 297.56K | $4.21M | 0.00% | Add |
| Renaissance Technologies history | 291.00K | $4.12M | 0.01% | Reduce |
| D. E. Shaw & Co history | 221.40K | $3.14M | 0.00% | New |
| JPMorgan Chase & Co history | 214.65K | $3.04M | 0.00% | Reduce |
| Geode Capital Management history | 187.11K | $2.65M | 0.00% | Reduce |
| Bank of America Corp history | 139.82K | $1.98M | 0.00% | Reduce |
| AQR Capital Management history | 139.22K | $1.97M | 0.00% | Reduce |
| Citadel Advisors history | 112.29K | $1.59M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 95.06K | $1.35M | 0.00% | Add |
| Balyasny Asset Management history | 61.07K | $864.74K | 0.00% | Add |
| BNY Mellon history | 50.10K | $709.42K | 0.00% | Reduce |
| Millennium Management history | 32.97K | $466.90K | 0.00% | Reduce |
| PNC Financial Services history | 23.55K | $333.49K | 0.00% | Reduce |
| Two Sigma Investments history | 23.21K | $328.68K | 0.00% | Reduce |
| Point72 Asset Management history | 20.23K | $286.50K | 0.00% | Reduce |
| Franklin Resources history | 18.53K | $262.40K | 0.00% | Add |
| UBS Group AG history | 13.08K | $185.17K | 0.00% | Reduce |
| Wells Fargo & Co history | 8.44K | $119.50K | 0.00% | Add |
| Citigroup Inc history | 3.48K | $49.33K | 0.00% | Reduce |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.04M | $45.37M | 0.00% | Add |
| Morgan Stanley history | 3.04M | $45.37M | 0.00% | Add |
| BlackRock Inc history | 2.38M | $35.51M | 0.00% | Add |
| BlackRock Inc history | 2.38M | $35.51M | 0.00% | Add |
| Goldman Sachs Group history | 2.04M | $30.50M | 0.00% | Reduce |
| Goldman Sachs Group history | 2.04M | $30.50M | 0.00% | Reduce |
| Millennium Management history | 1.45M | $21.64M | 0.01% | Add |
| Northern Trust Corp history | 780.37K | $11.65M | 0.00% | Add |
| Arrowstreet Capital history | 700.90K | $10.46M | 0.01% | Reduce |
| Invesco Ltd history | 693.25K | $10.35M | 0.00% | Add |
| Renaissance Technologies history | 650.60K | $9.71M | 0.01% | Add |
| Renaissance Technologies history | 650.60K | $9.71M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 273.19K | $4.08M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 273.19K | $4.08M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 261.61K | $3.91M | 0.00% | Add |
| JPMorgan Chase & Co history | 261.61K | $3.91M | 0.00% | Add |
| Point72 Asset Management history | 246.89K | $3.69M | 0.01% | Add |
| Point72 Asset Management history | 246.89K | $3.69M | 0.01% | Add |
| Geode Capital Management history | 209.27K | $3.12M | 0.00% | Reduce |
| Marshall Wace history | 190.87K | $2.85M | 0.00% | Add |
| Two Sigma Investments history | 166.14K | $2.48M | 0.01% | New |
| Two Sigma Investments history | 166.14K | $2.48M | 0.01% | New |
| Citadel Advisors history | 147.17K | $2.20M | 0.00% | Add |
| Citadel Advisors history | 147.17K | $2.20M | 0.00% | Add |
| Bank of America Corp history | 145.46K | $2.17M | 0.00% | Reduce |
| AQR Capital Management history | 140.84K | $2.10M | 0.00% | Add |
| Charles Schwab Investment Management history | 75.94K | $1.13M | 0.00% | Reduce |
| BNY Mellon history | 50.68K | $756.70K | 0.00% | Reduce |
| Balyasny Asset Management history | 46.37K | $692.30K | 0.00% | Add |
| UBS Group AG history | 31.60K | $471.73K | 0.00% | Reduce |
| PNC Financial Services history | 25.00K | $373.26K | 0.00% | Add |
| Franklin Resources history | 16.82K | $251.08K | 0.00% | Add |
| Citigroup Inc history | 9.30K | $138.79K | 0.00% | Reduce |
| Wells Fargo & Co history | 7.84K | $117.09K | 0.00% | Reduce |
| Lazard Asset Management history | 3.91K | $58 | 0.00% | Hold |
Q1 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.69M | $43.13M | 0.00% | Reduce |
| Morgan Stanley history | 2.69M | $43.13M | 0.00% | Reduce |
| BlackRock Inc history | 2.24M | $35.92M | 0.00% | Add |
| BlackRock Inc history | 2.24M | $35.92M | 0.00% | Add |
| Goldman Sachs Group history | 2.14M | $34.34M | 0.01% | Add |
| Goldman Sachs Group history | 2.14M | $34.34M | 0.01% | Add |
| Arrowstreet Capital history | 826.30K | $13.23M | 0.01% | Reduce |
| Millennium Management history | 721.16K | $11.55M | 0.01% | New |
| Northern Trust Corp history | 716.63K | $11.47M | 0.00% | Add |
| Invesco Ltd history | 515.01K | $8.25M | 0.00% | Reduce |
| Renaissance Technologies history | 407.80K | $6.53M | 0.01% | Add |
| Renaissance Technologies history | 407.80K | $6.53M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 290.80K | $4.66M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 290.80K | $4.66M | 0.00% | Add |
| Geode Capital Management history | 223.81K | $3.58M | 0.00% | Reduce |
| Bank of America Corp history | 220.14K | $3.52M | 0.00% | Add |
| Citadel Advisors history | 124.67K | $2.00M | 0.00% | New |
| Citadel Advisors history | 124.67K | $2.00M | 0.00% | New |
| Marshall Wace history | 83.33K | $1.33M | 0.00% | New |
| Charles Schwab Investment Management history | 78.49K | $1.26M | 0.00% | Add |
| UBS Group AG history | 74.21K | $1.19M | 0.00% | Reduce |
| AQR Capital Management history | 71.67K | $1.15M | 0.00% | Add |
| BNY Mellon history | 56.59K | $905.98K | 0.00% | Add |
| Point72 Asset Management history | 55.11K | $882.31K | 0.00% | New |
| Point72 Asset Management history | 55.11K | $882.31K | 0.00% | New |
| Balyasny Asset Management history | 37.20K | $595.52K | 0.00% | Add |
| JPMorgan Chase & Co history | 33.88K | $542.42K | 0.00% | Add |
| JPMorgan Chase & Co history | 33.88K | $542.42K | 0.00% | Add |
| Citigroup Inc history | 25.49K | $408.08K | 0.00% | Add |
| PNC Financial Services history | 21.61K | $345.99K | 0.00% | Reduce |
| Franklin Resources history | 16.73K | $267.90K | 0.00% | Hold |
| Wells Fargo & Co history | 9.41K | $150.62K | 0.00% | Add |
| Lazard Asset Management history | 3.91K | $62 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 91.64K sh · $1.43M
- Balyasny Asset Management 37.44K sh · $594.87K
Fully Exited (vs previous quarter)
- Geode Capital Management sold 115.18K sh · $1.51M
- Renaissance Technologies sold 25.40K sh · $333.50K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 4.83M | 4.00M | 3.97M | 2.96M | 3.04M | 2.69M | 3.06M | 2.66M | 2.81M | 2.83M | 2.54M | 2.66M | 2.75M | 2.90M | 2.74M | 2.76M | 2.66M | 137.54K | 324.41K | 138.00K |
| BlackRock Inc | 2.83M | 2.68M | 2.48M | 2.53M | 2.38M | 2.24M | 2.18M | 2.07M | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 2.52M | 2.41M | 2.25M | 1.98M | 2.04M | 2.14M | 2.10M | 2.16M | 2.11M | 2.23M | 2.24M | 2.10M | 1.80M | 2.23M | 2.35M | 2.31M | 1.68M | 1.51M | 1.28M | 1.00M |
| Invesco Ltd | 834.39K | 1.08M | 1.12M | 849.33K | 693.25K | 515.01K | 758.32K | 1.02M | 1.17M | 1.20M | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 816.37K | 794.46K | 738.89K | 796.87K | 780.37K | 716.63K | 705.62K | 417.51K | 391.89K | 394.79K | 395.02K | 391.48K | 404.71K | 387.96K | 403.47K | 426.40K | 409.69K | 413.15K | 384.70K | 348.83K |
| Arrowstreet Capital | 513.20K | 1.65M | 954.12K | 790.93K | 700.90K | 826.30K | 844.23K | 564.86K | 740.65K | 1.59M | 771.31K | — | — | 510.98K | 106.38K | — | — | — | 281.36K | 216.87K |
| Fidelity Management & Research (FMR) | 490.36K | 434.19K | 367.98K | 297.56K | 273.19K | 290.80K | 281.93K | 275.31K | 228.01K | 236.60K | 229.37K | 197.20K | 164.49K | 162.36K | 169.45K | 168.33K | 160.43K | 159.81K | 106.69K | 59.38K |
| Point72 Asset Management | 467.57K | 309.13K | 253.13K | 20.23K | 246.89K | 55.11K | — | 46.30K | — | 15.40K | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 295.13K | 79.47K | 82.11K | 13.08K | 31.60K | 74.21K | 145.80K | 2.74K | 2.85K | 492.68K | 496.74K | 498.28K | 500.06K | 511.07K | 511.04K | 509.21K | 238.61K | 5.76K | 7.85K | 7.01K |
| D. E. Shaw & Co | 214.77K | 828.93K | 313.58K | 221.40K | — | — | — | — | — | — | 16.70K | 10.60K | 16.40K | — | 169.83K | 52.19K | 301.39K | 709.25K | 323.98K | 22.18K |
| Charles Schwab Investment Management | 197.22K | 174.88K | 196.25K | 95.06K | 75.94K | 78.49K | 70.95K | 64.55K | 54.12K | 48.91K | 39.39K | 24.87K | 10.81K | — | — | — | — | — | — | — |
| AQR Capital Management | 151.57K | 119.34K | 115.17K | 139.22K | 140.84K | 71.67K | 61.69K | 56.44K | 17.51K | 14.15K | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 147.48K | 62.38K | 98.64K | 32.97K | 1.45M | 721.16K | — | 48.67K | 298.06K | 179.24K | — | 52.57K | 41.39K | 255.39K | 23.63K | — | — | 200.63K | 549.27K | 90.01K |
| JPMorgan Chase & Co | 91.64K | — | 62.36K | 214.65K | 261.61K | 33.88K | 31.14K | 15.28K | 4.44K | 3.86K | 6.93K | 13.35K | 480.96K | 483.16K | 481.41K | 8.77K | 8.62K | 11.59K | 10.44K | 11.88K |
| Bank of America Corp | 80.28K | 71.29K | 145.31K | 139.82K | 145.46K | 220.14K | 190.41K | 157.83K | 72.54K | 74.09K | 91.46K | 98.06K | 96.38K | 244.59K | 630.82K | 1.04M | 1.09M | 1.10M | 1.02M | 113.64K |
| BNY Mellon | 62.08K | 56.38K | 55.31K | 50.10K | 50.68K | 56.59K | 54.26K | 51.05K | 49.56K | 49.34K | 48.79K | 41.34K | 35.32K | 37.62K | 46.74K | 42.13K | 47.33K | 47.05K | 41.36K | 20.18K |
| Balyasny Asset Management | 37.44K | — | 127.95K | 61.07K | 46.37K | 37.20K | 11.93K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 28.35K | 63.05K | 34.15K | 112.29K | 147.17K | 124.67K | — | — | 225.15K | 54.62K | 161.38K | 103.63K | — | — | — | — | 42.83K | 264.30K | 374.28K | 46.06K |
| PNC Financial Services | 20.65K | 23.78K | 24.48K | 23.55K | 25.00K | 21.61K | 21.84K | 22.66K | 24.27K | 33.58K | 36.08K | 38.91K | 44.15K | 59.11K | 80.18K | 87.82K | 81.79K | 70.45K | 55.54K | 13.80K |
| Two Sigma Investments | 19.40K | 18.80K | — | 23.21K | 166.14K | — | — | — | — | — | — | — | — | — | — | — | — | 24.75K | 23.41K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details