Pearson (PSO) Institutional Ownership

$13.44

+0.13 (+0.98%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 2.14%
Number of Institutional Buyers (last 12 months): 35
Total Institutional Inflows (last 12 months): $15.43M

Number of Institutional Sellers (last 12 months): 21
Total Institutional Outflows (last 12 months): $23.44M

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PSO Institutional Buying and Selling by Quarter

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Pearson Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Lester Murray Antman dba SimplyRich	32,239	$402K	0.1%	+2.5%	0.005%
7/18/2024	Blue Trust Inc.	6,089	$80K	0.0%	+1,374.3%	0.001%
7/12/2024	QRG Capital Management Inc.	17,149	$214K	0.0%	-8.6%	0.003%
7/10/2024	First Affirmative Financial Network	18,355	$229K	0.2%	+14.4%	0.003%
7/10/2024	CWM LLC	4,650	$58K	0.0%	+22.5%	0.001%
7/2/2024	GAMMA Investing LLC	2,782	$35K	0.0%	+43.2%	0.000%
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6/11/2024	EverSource Wealth Advisors LLC	2,421	$29K	0.0%	+88.7%	0.000%
5/15/2024	Lazard Asset Management LLC	4,048	$53K	0.0%	-25.5%	0.001%
5/14/2024	Advisors Asset Management Inc.	6,813	$90K	0.0%	-43.5%	0.001%
5/14/2024	Lake Street Advisors Group LLC	12,905	$172K	0.0%	+8.5%	0.002%
5/13/2024	O Shaughnessy Asset Management LLC	17,250	$227K	0.0%	N/A	0.003%
5/9/2024	SageView Advisory Group LLC	3,206	$42K	0.0%	N/A	0.000%
5/8/2024	Henry James International Management Inc.	296,744	$3.91M	1.2%	+9.8%	0.043%
5/8/2024	US Bancorp DE	51,352	$676K	0.0%	-4.2%	0.008%
5/8/2024	Russell Investments Group Ltd.	39,785	$524K	0.0%	+9,603.7%	0.006%
5/4/2024	Lester Murray Antman dba SimplyRich	31,440	$414K	0.1%	+8.6%	0.005%
4/19/2024	First Trust Direct Indexing L.P.	22,636	$298K	0.0%	-7.0%	0.003%
4/15/2024	Janiczek Wealth Management LLC	16,903	$222K	0.0%	+23.9%	0.002%
4/15/2024	Atlas Capital Advisors LLC	28,187	$371K	0.1%	-5.6%	0.004%
4/11/2024	Ballentine Partners LLC	24,465	$322K	0.0%	+18.8%	0.004%
4/9/2024	Alaska Permanent Fund Corp	23,729	$312K	0.0%	N/A	0.003%
3/22/2024	PNC Financial Services Group Inc.	36,080	$443K	0.0%	-7.3%	0.005%
3/1/2024	Goldman Sachs Group Inc.	2,239,694	$27.53M	0.0%	+6.8%	0.323%
2/26/2024	Syon Capital LLC	23,447	$288K	0.0%	N/A	0.003%
2/14/2024	Barometer Capital Management Inc.	9,700	$119K	0.0%	N/A	0.001%
2/14/2024	13D Management LLC	440,384	$5.41M	3.2%	-41.9%	0.064%
2/13/2024	Crossmark Global Holdings Inc.	83,338	$1.02M	0.0%	+11.1%	0.012%
2/13/2024	Tower Research Capital LLC TRC	2,382	$29K	0.0%	+169.5%	0.000%
2/13/2024	Optiver Holding B.V.	228,078	$2.80M	0.0%	-65.9%	0.033%
2/9/2024	US Bancorp DE	53,600	$659K	0.0%	+13.3%	0.008%
2/9/2024	UBS Group AG	496,739	$6.11M	0.0%	-0.3%	0.071%
2/9/2024	PNC Financial Services Group Inc.	36,080	$443K	0.0%	-7.3%	0.005%
2/8/2024	Quadrant Capital Group LLC	13,473	$166K	0.0%	+18.0%	0.002%
2/8/2024	Vanguard Personalized Indexing Management LLC	56,998	$701K	0.0%	-2.2%	0.008%
2/7/2024	Dimensional Fund Advisors LP	2,283,779	$28.07M	0.0%	-2.3%	0.328%
2/7/2024	QRG Capital Management Inc.	18,159	$223K	0.0%	+8.4%	0.003%
2/7/2024	Principal Street Partners LLC	14,794	$182K	0.0%	-49.7%	0.002%
2/6/2024	Henry James International Management Inc.	270,333	$3.32M	1.2%	-22.0%	0.039%
2/6/2024	Natixis Advisors L.P.	83,497	$1.03M	0.0%	+15.0%	0.012%
2/6/2024	First Trust Direct Indexing L.P.	24,334	$299K	0.0%	+35.5%	0.003%
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2/2/2024	Syon Capital LLC	23,447	$288K	0.0%	N/A	0.003%
2/1/2024	National Wealth Management Group LLC	10,228	$126K	0.1%	N/A	0.001%
1/26/2024	Cerity Partners LLC	16,751	$206K	0.0%	+33.8%	0.002%
1/23/2024	Ballentine Partners LLC	20,594	$253K	0.0%	+16.1%	0.003%
1/22/2024	Crane Advisory LLC	13,705	$170K	0.0%	N/A	0.002%
1/8/2024	First Affirmative Financial Network	16,519	$203K	0.2%	+8.7%	0.002%
11/15/2023	13D Management LLC	757,583	$7.99M	5.0%	+35.5%	0.107%
11/13/2023	Natixis Advisors L.P.	72,604	$765K	0.0%	+2.5%	0.010%
11/13/2023	Optiver Holding B.V.	668,130	$7.08M	0.0%	-31.1%	0.094%
11/13/2023	Mariner LLC	132,517	$1.40M	0.0%	+43.1%	0.019%
11/13/2023	QRG Capital Management Inc.	16,756	$177K	0.0%	N/A	0.002%
11/13/2023	PNC Financial Services Group Inc.	38,915	$410K	0.0%	-11.8%	0.005%
11/9/2023	UBS Group AG	498,279	$5.25M	0.0%	-0.4%	0.070%
11/8/2023	Vanguard Personalized Indexing Management LLC	58,275	$614K	0.0%	-23.2%	0.008%
11/8/2023	Sequoia Financial Advisors LLC	13,315	$140K	0.0%	N/A	0.002%
11/4/2023	Signaturefd LLC	13,880	$146K	0.0%	+41.9%	0.002%
11/1/2023	Orion Portfolio Solutions LLC	35,366	$373K	0.0%	-3.9%	0.005%
10/24/2023	Bank of New York Mellon Corp	41,345	$436K	0.0%	+17.1%	0.006%
10/20/2023	Lester Murray Antman dba SimplyRich	28,913	$304K	0.1%	N/A	0.004%
10/19/2023	Ballentine Partners LLC	17,745	$187K	0.0%	+6.5%	0.002%
10/16/2023	First Affirmative Financial Network	15,191	$160K	0.2%	+46.2%	0.002%
10/16/2023	Hartford Investment Management Co.	50,897	$536K	0.0%	-7.8%	0.007%
10/16/2023	Summit Global Investments	23,258	$245K	0.0%	-45.1%	0.003%
10/13/2023	Janiczek Wealth Management LLC	13,013	$137K	0.0%	+10.1%	0.002%
8/21/2023	Principal Street Partners LLC	14,715	$154K	0.0%	+25.2%	0.002%
8/14/2023	Eqis Capital Management Inc.	23,515	$246K	0.0%	-11.5%	0.003%
8/11/2023	PNC Financial Services Group Inc.	44,145	$463K	0.0%	-25.3%	0.006%
8/10/2023	Optiver Holding B.V.	969,783	$10.13M	0.0%	+208.4%	0.135%
8/4/2023	Envestnet Asset Management Inc.	108,096	$1.13M	0.0%	-84.7%	0.015%
8/4/2023	Quantinno Capital Management LP	35,314	$370K	0.0%	+83.5%	0.005%
8/3/2023	JNBA Financial Advisors	27,462	$288K	0.0%	-52.8%	0.004%
8/3/2023	Henry James International Management Inc.	346,564	$3.63M	1.6%	-30.0%	0.048%
7/31/2023	Crossmark Global Holdings Inc.	75,185	$835K	0.0%	-2.4%	0.010%
7/26/2023	Ballentine Partners LLC	16,659	$175K	0.0%	+17.1%	0.002%
7/21/2023	Creative Planning	23,111	$242K	0.0%	+109.3%	0.003%
7/19/2023	Hartford Investment Management Co.	55,222	$579K	0.0%	+32.8%	0.008%
7/19/2023	Summit Global Investments	42,350	$444K	0.0%	N/A	0.006%
7/14/2023	First Trust Direct Indexing L.P.	18,305	$192K	0.0%	-12.1%	0.003%
7/11/2023	Janiczek Wealth Management LLC	11,815	$124K	0.0%	+17.7%	0.002%
7/10/2023	First Affirmative Financial Network	10,393	$109K	0.1%	N/A	0.001%
5/15/2023	13D Management LLC	580,773	$6.07M	3.1%	-23.0%	0.081%
5/12/2023	FCA Corp TX	16,000	$167K	0.1%	-36.0%	0.002%
5/12/2023	Ethic Inc.	71,646	$749K	0.0%	-9.6%	0.010%
5/11/2023	Natixis Advisors L.P.	73,763	$771K	0.0%	-15.7%	0.010%
5/11/2023	Optiver Holding B.V.	314,466	$3.29M	0.0%	+198.1%	0.044%
5/11/2023	Greenleaf Trust	10,614	$111K	0.0%	N/A	0.001%
5/10/2023	Vanguard Personalized Indexing Management LLC	75,199	$786K	0.0%	-3.1%	0.011%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	429,341	$4.49M	0.0%	+71.5%	0.060%
5/9/2023	Russell Investments Group Ltd.	152,080	$1.59M	0.0%	N/A	0.021%
5/3/2023	Quantinno Capital Management LP	19,244	$201K	0.0%	-15.8%	0.003%
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5/2/2023	JNBA Financial Advisors	58,188	$608K	0.1%	+4.7%	0.008%
4/28/2023	Signaturefd LLC	9,402	$98K	0.0%	-12.2%	0.001%
4/28/2023	Janney Montgomery Scott LLC	21,861	$228K	0.0%	-46.5%	0.003%
4/27/2023	First Trust Direct Indexing L.P.	20,830	$218K	0.0%	-4.6%	0.003%
3/6/2023	OLD Mission Capital LLC	250,078	$2.82M	0.1%	+243.4%	0.035%
2/13/2023	Schechter Investment Advisors LLC	18,115	$204K	0.0%	-41.8%	0.003%
2/13/2023	M&T Bank Corp	19,483	$414K	0.0%	-26.9%	0.003%
2/10/2023	Zions Bancorporation N.A.	12,285	$138K	0.0%	-36.9%	0.002%
2/10/2023	Connor Clark & Lunn Investment Management Ltd.	250,312	$2.82M	0.0%	+996.9%	0.035%
2/10/2023	Optiver Holding B.V.	105,476	$1.19M	0.0%	N/A	0.015%

(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 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), Henry James International Management Inc. ($3.91M), and OLD Mission Capital LLC ($2.82M).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 68 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. ($191.46K).

How much institutional buying is happening at Pearson?: Institutional investors have bought a total of 3,457,896 shares in the last 24 months. This purchase volume represents approximately $37.22M in transactions.
Which Pearson major shareholders have been selling company stock?: Of the 42 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 ($491.10K), Lazard Asset Management LLC ($274.55K), 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 2,970,743 shares in the last 24 months. This volume of shares sold represents approximately $32.61M in transactions.