Pearson (PSO) Institutional Ownership

$12.38
-0.04 (-0.32%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Pearson (NYSE:PSO)

Current
Institutional Ownership
Percentage
2.14%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$20.75M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$25.74M
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PSO Institutional Buying and Selling by Quarter

Pearson Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024 First Trust Direct Indexing L.P.22,636$298K0.0%-7.0%0.003%
4/15/2024 Janiczek Wealth Management LLC16,903$222K0.0%+23.9%0.002%
4/15/2024 Atlas Capital Advisors LLC28,187$371K0.1%-5.6%0.004%
4/11/2024 Ballentine Partners LLC24,465$322K0.0%+18.8%0.004%
4/9/2024 Alaska Permanent Fund Corp23,729$312K0.0%N/A0.003%
3/22/2024PNC Financial Services Group Inc.36,080$443K0.0%-7.3%0.005%
3/1/2024Goldman Sachs Group Inc.2,239,694$27.53M0.0%+6.8%0.323%
2/26/2024Syon Capital LLC23,447$288K0.0%N/A0.003%
2/14/2024Barometer Capital Management Inc.9,700$119K0.0%N/A0.001%
2/14/202413D Management LLC440,384$5.41M3.2%-41.9%0.064%
2/13/2024Crossmark Global Holdings Inc.83,338$1.02M0.0%+11.1%0.012%
2/13/2024Tower Research Capital LLC TRC 2,382$29K0.0%+169.5%0.000%
2/13/2024Optiver Holding B.V.228,078$2.80M0.0%-65.9%0.033%
2/9/2024US Bancorp DE53,600$659K0.0%+13.3%0.008%
2/9/2024UBS Group AG496,739$6.11M0.0%-0.3%0.071%
2/9/2024PNC Financial Services Group Inc.36,080$443K0.0%-7.3%0.005%
2/8/2024Quadrant Capital Group LLC13,473$166K0.0%+18.0%0.002%
2/8/2024Vanguard Personalized Indexing Management LLC56,998$701K0.0%-2.2%0.008%
2/7/2024Dimensional Fund Advisors LP2,283,779$28.07M0.0%-2.3%0.328%
2/7/2024QRG Capital Management Inc.18,159$223K0.0%+8.4%0.003%
2/7/2024Principal Street Partners LLC14,794$182K0.0%-49.7%0.002%
2/6/2024Henry James International Management Inc.270,333$3.32M1.2%-22.0%0.039%
2/6/2024Natixis Advisors L.P.83,497$1.03M0.0%+15.0%0.012%
2/6/2024 First Trust Direct Indexing L.P.24,334$299K0.0%+35.5%0.003%
2/2/2024Syon Capital LLC23,447$288K0.0%N/A0.003%
2/1/2024National Wealth Management Group LLC10,228$126K0.1%N/A0.001%
1/26/2024Cerity Partners LLC16,751$206K0.0%+33.8%0.002%
1/23/2024 Ballentine Partners LLC20,594$253K0.0%+16.1%0.003%
1/22/2024 Crane Advisory LLC13,705$170K0.0%N/A0.002%
1/8/2024 First Affirmative Financial Network16,519$203K0.2%+8.7%0.002%
11/15/202313D Management LLC757,583$7.99M5.0%+35.5%0.107%
11/13/2023Natixis Advisors L.P.72,604$765K0.0%+2.5%0.010%
11/13/2023Optiver Holding B.V.668,130$7.08M0.0%-31.1%0.094%
11/13/2023Mariner LLC132,517$1.40M0.0%+43.1%0.019%
11/13/2023QRG Capital Management Inc.16,756$177K0.0%N/A0.002%
11/13/2023PNC Financial Services Group Inc.38,915$410K0.0%-11.8%0.005%
11/9/2023UBS Group AG498,279$5.25M0.0%-0.4%0.070%
11/8/2023Vanguard Personalized Indexing Management LLC58,275$614K0.0%-23.2%0.008%
11/8/2023Sequoia Financial Advisors LLC13,315$140K0.0%N/A0.002%
11/4/2023Signaturefd LLC13,880$146K0.0%+41.9%0.002%
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11/1/2023Orion Portfolio Solutions LLC35,366$373K0.0%-3.9%0.005%
10/24/2023Bank of New York Mellon Corp41,345$436K0.0%+17.1%0.006%
10/20/2023Lester Murray Antman dba SimplyRich28,913$304K0.1%N/A0.004%
10/19/2023 Ballentine Partners LLC17,745$187K0.0%+6.5%0.002%
10/16/2023 First Affirmative Financial Network15,191$160K0.2%+46.2%0.002%
10/16/2023 Hartford Investment Management Co.50,897$536K0.0%-7.8%0.007%
10/16/2023Summit Global Investments23,258$245K0.0%-45.1%0.003%
10/13/2023 Janiczek Wealth Management LLC13,013$137K0.0%+10.1%0.002%
8/21/2023Principal Street Partners LLC14,715$154K0.0%+25.2%0.002%
8/14/2023Eqis Capital Management Inc.23,515$246K0.0%-11.5%0.003%
8/11/2023PNC Financial Services Group Inc.44,145$463K0.0%-25.3%0.006%
8/10/2023Optiver Holding B.V.969,783$10.13M0.0%+208.4%0.135%
8/4/2023Envestnet Asset Management Inc.108,096$1.13M0.0%-84.7%0.015%
8/4/2023Quantinno Capital Management LP35,314$370K0.0%+83.5%0.005%
8/3/2023JNBA Financial Advisors27,462$288K0.0%-52.8%0.004%
8/3/2023Henry James International Management Inc.346,564$3.63M1.6%-30.0%0.048%
7/31/2023Crossmark Global Holdings Inc.75,185$835K0.0%-2.4%0.010%
7/26/2023 Ballentine Partners LLC16,659$175K0.0%+17.1%0.002%
7/21/2023Creative Planning23,111$242K0.0%+109.3%0.003%
7/19/2023 Hartford Investment Management Co.55,222$579K0.0%+32.8%0.008%
7/19/2023Summit Global Investments42,350$444K0.0%N/A0.006%
7/14/2023 First Trust Direct Indexing L.P.18,305$192K0.0%-12.1%0.003%
7/11/2023 Janiczek Wealth Management LLC11,815$124K0.0%+17.7%0.002%
7/10/2023 First Affirmative Financial Network10,393$109K0.1%N/A0.001%
5/15/202313D Management LLC580,773$6.07M3.1%-23.0%0.081%
5/12/2023FCA Corp TX16,000$167K0.1%-36.0%0.002%
5/12/2023Ethic Inc.71,646$749K0.0%-9.6%0.010%
5/11/2023Natixis Advisors L.P.73,763$771K0.0%-15.7%0.010%
5/11/2023Optiver Holding B.V.314,466$3.29M0.0%+198.1%0.044%
5/11/2023Greenleaf Trust10,614$111K0.0%N/A0.001%
5/10/2023Vanguard Personalized Indexing Management LLC75,199$786K0.0%-3.1%0.011%
5/10/2023Connor Clark & Lunn Investment Management Ltd.429,341$4.49M0.0%+71.5%0.060%
5/9/2023Russell Investments Group Ltd.152,080$1.59M0.0%N/A0.021%
5/3/2023Quantinno Capital Management LP19,244$201K0.0%-15.8%0.003%
5/2/2023JNBA Financial Advisors58,188$608K0.1%+4.7%0.008%
4/28/2023Signaturefd LLC9,402$98K0.0%-12.2%0.001%
4/28/2023Janney Montgomery Scott LLC21,861$228K0.0%-46.5%0.003%
4/27/2023 First Trust Direct Indexing L.P.20,830$218K0.0%-4.6%0.003%
3/6/2023OLD Mission Capital LLC250,078$2.82M0.1%+243.4%0.035%
2/13/2023Schechter Investment Advisors LLC18,115$204K0.0%-41.8%0.003%
2/13/2023M&T Bank Corp19,483$414K0.0%-26.9%0.003%
2/10/2023Zions Bancorporation N.A.12,285$138K0.0%-36.9%0.002%
2/10/2023Connor Clark & Lunn Investment Management Ltd.250,312$2.82M0.0%+996.9%0.035%
2/10/2023Optiver Holding B.V.105,476$1.19M0.0%N/A0.015%
2/10/2023PNC Financial Services Group Inc.80,183$904K0.0%-8.7%0.011%
2/10/2023Vanguard Personalized Indexing Management LLC77,584$874K0.0%+34.3%0.011%
2/9/2023Victory Capital Management Inc.67,782$766K0.0%N/A0.009%
2/9/2023Dimensional Fund Advisors LP2,328,313$26.24M0.0%-3.0%0.325%
2/9/2023Huntington National Bank5,698$64K0.0%-32.7%0.001%
2/9/2023HighTower Advisors LLC22,140$250K0.0%+10.7%0.003%
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2/8/2023UBS Group AG511,035$5.76M0.0%+0.4%0.071%
2/7/2023Addison Advisors LLC6,240$70K0.0%+55.0%0.001%
2/7/2023Envestnet Asset Management Inc.147,552$1.66M0.0%-30.7%0.021%
2/7/2023JNBA Financial Advisors55,563$626K0.1%+39.5%0.008%
2/6/2023Brinker Capital Investments LLC118,494$1.34M0.0%-30.9%0.017%
2/6/2023Parallel Advisors LLC4,782$54K0.0%-21.9%0.001%
2/3/2023Ellevest Inc.10,855$122K0.0%+88.1%0.002%
2/3/2023 Great Waters Wealth Management14,506$166K0.0%N/A0.002%
2/1/2023Bank of Montreal Can242,759$2.75M0.0%+1,001.6%0.034%
2/1/2023Henry James International Management Inc.495,054$5.58M2.7%-0.3%0.069%
(Data available from 1/1/2016 forward)

PSO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSO shares?

During the previous two years, 83 institutional investors and hedge funds held shares of Pearson. The most heavily invested institutionals were Lazard Asset Management LLC ($36.55M), Dimensional Fund Advisors LP ($28.07M), Goldman Sachs Group Inc. ($27.53M), UBS Group AG ($6.11M), 13D Management LLC ($5.41M), Connor Clark & Lunn Investment Management Ltd. ($4.49M), and Henry James International Management Inc. ($3.32M).Learn more on PSO's institutional investors.

What percentage of Pearson stock is owned by institutional investors?

2.14% of Pearson stock is owned by institutional investors. Learn more on PSO's institutional investor holdings.

Which institutional investors have been buying Pearson stock?

Of the 69 institutional investors that purchased Pearson stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Optiver Holding B.V. ($969.78K), Connor Clark & Lunn Investment Management Ltd. ($429.34K), UBS Group AG ($272.42K), OLD Mission Capital LLC ($250.08K), Bank of Montreal Can ($220.72K), 13D Management LLC ($198.67K), and Russell Investments Group Ltd. ($152.08K).

How much institutional buying is happening at Pearson?

Institutional investors have bought a total of 3,635,712 shares in the last 24 months. This purchase volume represents approximately $38.65M in transactions.

Which Pearson major shareholders have been selling company stock?

Of the 41 institutional investors that sold Pearson stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Optiver Holding B.V. ($741.71K), Envestnet Asset Management Inc. ($667.78K), 13D Management LLC ($558.27K), Lazard Asset Management LLC ($273.17K), Henry James International Management Inc. ($226.69K), Dimensional Fund Advisors LP ($147.11K), and Eqis Capital Management Inc. ($57.88K).

How much institutional selling is happening at Pearson?

Institutional investors have sold a total of 3,038,349 shares in the last 24 months. This volume of shares sold represents approximately $33.25M in transactions.


This page (NYSE:PSO) was last updated on 4/28/2024 by MarketBeat.com Staff

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