PEARSON PLC (PSO) — Institutional Holders, Q2 2026 (page 2)
214 institutional investment managers reported a PSO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $431.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PSO 13F holders ranked 101–200 of 214
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | UNITED CAPITAL FINANCIAL ADVISORS#101 · 17,617 sh | 17,617 | $279.9K | <0.01% | +8.7% |
| 102 | Perigon Wealth Management#102 · 17,379 sh | 17,379 | $276.1K | — | -1.2% |
| 103 | Caprock Group#103 · 17,234 sh | 17,234 | $273.8K | <0.01% | +14.6% |
| 104 | Great Waters Wealth Management#104 · 16,800 sh | 16,800 | $267.0K | — | 0.0% |
| 105 | RHUMBLINE ADVISERS#105 · 16,700 sh | 16,700 | $265.4K | <0.01% | +4.6% |
| 106 | PARK AVENUE SECURITIES#106 · 16,494 sh | 16,494 | $262.0K | — | +24.2% |
| 107 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#107 · 16,001 sh | 16,001 | $254.3K | 0.00% | 0.0% |
| 108 | Rockefeller Capital Management L.P.#108 · 15,678 sh | 15,678 | $249.1K | <0.01% | -12.7% |
| 109 | CHOREO#109 · 15,254 sh | 15,254 | $242.4K | <0.01% | +0.5% |
| 110 | MATHER GROUP#110 · 14,745 sh | 14,745 | $234.3K | — | 0.0% |
| 111 | Crane Advisory#111 · 13,705 sh | 13,705 | $231.5K | — | 0.0% |
| 112 | Bridgewater Advisors#112 · 13,709 sh | 13,709 | $229.8K | 0.01% | New |
| 113 | Promethos Capital#113 · 14,380 sh | 14,380 | $228.5K | 0.06% | New |
| 114 | FRANKLIN RESOURCES#114 · 13,875 sh | 13,875 | $220.5K | 0.00% | -42.2% |
| 115 | JONES FINANCIAL COMPANIES LLLP#115 · 14,032 sh | 14,032 | $218.1K | <0.01% | +208.4% |
| 116 | M&T BANK#116 · 13,615 sh | 13,615 | $216.6K | <0.01% | -1.2% |
| 117 | LPL Financial#117 · 13,514 sh | 13,514 | $214.7K | 0.00% | New |
| 118 | Ellevest#118 · 13,451 sh | 13,451 | $213.7K | 0.03% | -11.6% |
| 119 | SmartHarvest Portfolios#119 · 13,403 sh | 13,403 | $213.0K | — | +30.9% |
| 120 | Genus Capital Management#120 · 13,260 sh | 13,260 | $210.7K | 0.02% | New |
| 121 | Allspring Global Investments#121 · 12,564 sh | 12,564 | $208.9K | <0.01% | +8.8% |
| 122 | Venturi Wealth Management#122 · 12,694 sh | 12,694 | $201.7K | <0.01% | +8.7% |
| 123 | Parallel Advisors#123 · 12,533 sh | 12,533 | $199.2K | <0.01% | +27.4% |
| 124 | Cetera Investment Advisers#124 · 12,363 sh | 12,363 | $196.4K | <0.01% | +0.8% |
| 125 | Summit Trail Advisors#125 · 12,259 sh | 12,259 | $194.8K | <0.01% | +11.7% |
| 126 | Principal Street Partners#126 · 11,894 sh | 11,894 | $189.0K | 0.03% | 0.0% |
| 127 | Callan Family Office#127 · 11,890 sh | 11,890 | $188.9K | <0.01% | -8.7% |
| 128 | COMMONWEALTH EQUITY SERVICES#128 · 10,701 sh | 10,701 | $170.0K | <0.01% | New |
| 129 | Modern Wealth Management#129 · 10,546 sh | 10,546 | $167.6K | <0.01% | New |
| 130 | Basecamp Wealth Advisors#130 · 9,364 sh | 9,364 | $148.8K | 0.03% | +3.1% |
| 131 | GAMMA Investing#131 · 8,880 sh | 8,880 | $141.1K | — | +44.3% |
| 132 | EverSource Wealth Advisors#132 · 8,082 sh | 8,082 | $128.4K | <0.01% | +133.3% |
| 133 | Pinnacle Wealth Planning Services#133 · 7,459 sh | 7,459 | $118.5K | 0.01% | +3.0% |
| 134 | Smartleaf Asset Management#134 · 7,502 sh | 7,502 | $117.0K | <0.01% | 0.0% |
| 135 | ROYAL BANK OF CANADA#135 · 6,515 sh | 6,515 | $104.0K | 0.00% | +16.1% |
| 136 | Farther Finance Advisors#136 · 6,418 sh | 6,418 | $101.6K | — | +64.6% |
| 137 | Hilltop National Bank#137 · 5,585 sh | 5,585 | $88.7K | — | 0.0% |
| 138 | OSAIC#138 · 5,116 sh | 5,116 | $81.3K | <0.01% | +89.5% |
| 139 | Ronald Blue#139 · 3,869 sh | 3,869 | $61.5K | — | -4.3% |
| 140 | Cromwell#140 · 3,761 sh | 3,761 | $59.8K | 0.03% | 0.0% |
| 141 | WELLS FARGO & COMPANY#141 · 3,635 sh | 3,635 | $57.8K | 0.00% | -12.3% |
| 142 | Clearstead Advisors#142 · 3,086 sh | 3,086 | $49.0K | <0.01% | New |
| 143 | Larson Financial Group#143 · 2,382 sh | 2,382 | $37.9K | <0.01% | +118.1% |
| 144 | BROWN BROTHERS HARRIMAN#144 · 1,974 sh | 1,974 | $31.4K | <0.01% | +25.7% |
| 145 | FIFTH THIRD BANCORP#145 · 1,934 sh | 1,934 | $30.7K | 0.00% | +14.2% |
| 146 | SRS Capital Advisors#146 · 1,841 sh | 1,841 | $29.3K | <0.01% | +2387.8% |
| 147 | ROTHSCHILD INVESTMENT#147 · 1,694 sh | 1,694 | $26.9K | <0.01% | +4.4% |
| 148 | WealthCollab#148 · 1,653 sh | 1,653 | $26.3K | <0.01% | -5.1% |
| 149 | ASSETMARK#149 · 1,568 sh | 1,568 | $24.9K | — | +32.9% |
| 150 | Integrated Wealth Concepts#150 · 1,223 sh | 1,223 | $19.4K | <0.01% | New |
| 151 | CITIGROUP#151 · 1,166 sh | 1,166 | $18.5K | 0.00% | +17.0% |
| 152 | Addison Advisors#152 · 1,100 sh | 1,100 | $17.5K | <0.01% | -83.4% |
| 153 | Park Place Capital#153 · 982 sh | 982 | $15.6K | <0.01% | +40.7% |
| 154 | Parkside Financial Bank#154 · 884 sh | 884 | $14.0K | — | +125.5% |
| 155 | Princeton Global Asset Management#155 · 767 sh | 767 | $12.2K | — | 0.0% |
| 156 | GHP Investment Advisors#156 · 741 sh | 741 | $11.8K | — | +1.5% |
| 157 | Silver Grove Financial Group#157 · 725 sh | 725 | $11.5K | <0.01% | New |
| 158 | TD PRIVATE CLIENT WEALTH#158 · 651 sh | 651 | $10.3K | <0.01% | +16.9% |
| 159 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#159 · 607 sh | 607 | $9.6K | 0.00% | -5.5% |
| 160 | Owl Creek Wealth Partners#160 · 605 sh | 605 | $9.6K | — | +185.4% |
| 161 | Ares Financial Consulting#161 · 568 sh | 568 | $9.0K | — | 0.0% |
| 162 | Bell Investment Advisors#162 · 540 sh | 540 | $8.6K | <0.01% | 0.0% |
| 163 | Global Retirement Partners#163 · 464 sh | 464 | $7.4K | <0.01% | — |
| 164 | Allworth Financial#164 · 418 sh | 418 | $6.6K | 0.00% | -0.2% |
| 165 | UMB Bank, n.a.#165 · 413 sh | 413 | $6.6K | <0.01% | 0.0% |
| 166 | James T. Borello RIA#166 · 391 sh | 391 | $6.2K | — | 0.0% |
| 167 | FINANCIAL CONSULATE#167 · 380 sh | 380 | $6.0K | — | +19.1% |
| 168 | Manchester Capital Management#168 · 367 sh | 367 | $5.8K | — | 0.0% |
| 169 | Salomon & Ludwin#169 · 295 sh | 295 | $4.8K | <0.01% | +4816.7% |
| 170 | ACTION POINT FINANCIAL PLANNING#170 · 291 sh | 291 | $4.6K | <0.01% | New |
| 171 | ALBION FINANCIAL GROUP#171 · 252 sh | 252 | $4.0K | — | 0.0% |
| 172 | BESSEMER GROUP#172 · 270 sh | 270 | $4.0K | 0.00% | 0.0% |
| 173 | Bruce G. Allen Investments#173 · 249 sh | 249 | $4.0K | <0.01% | 0.0% |
| 174 | MANNING & NAPIER ADVISORS#174 · 229 sh | 229 | $3.6K | 0.00% | +1247.1% |
| 175 | SJS Investment Consulting#175 · 204 sh | 204 | $3.2K | — | 0.0% |
| 176 | GW&K Investment Management#176 · 158 sh | 158 | $3.0K | 0.00% | +11.3% |
| 177 | SIMPLEX TRADING#177 · 180 sh | 180 | $2.9K | 0.00% | New |
| 178 | TrueNorth#178 · 176 sh | 176 | $2.8K | <0.01% | +47.9% |
| 179 | Retirement Wealth Solutions#179 · 172 sh | 172 | $2.7K | — | +20.3% |
| 180 | JFS WEALTH ADVISORS#180 · 135 sh | 135 | $2.1K | <0.01% | 0.0% |
| 181 | True Wealth Design#181 · 135 sh | 135 | $2.1K | — | +6.3% |
| 182 | First Command Advisory Services#182 · 129 sh | 129 | $2.0K | 0.00% | New |
| 183 | Signature Equity Partners#183 · 127 sh | 127 | $2.0K | <0.01% | +13.4% |
| 184 | SBI Securities , Ltd.#184 · 125 sh | 125 | $2.0K | — | -92.3% |
| 185 | Cornerstone Financial Management#185 · 118 sh | 118 | $1.9K | <0.01% | 0.0% |
| 186 | Transamerica Financial Advisors#186 · 101 sh | 101 | $1.6K | <0.01% | +494.1% |
| 187 | CVA Family Office#187 · 96 sh | 96 | $1.5K | <0.01% | 0.0% |
| 188 | Essential Partners#188 · 87 sh | 87 | $1.4K | — | 0.0% |
| 189 | MV CAPITAL MANAGEMENT#189 · 86 sh | 86 | $1.4K | <0.01% | 0.0% |
| 190 | HARBOUR INVESTMENTS#190 · 85 sh | 85 | $1.4K | 0.00% | 0.0% |
| 191 | American Capital Advisory#191 · 82 sh | 82 | $1.3K | <0.01% | 0.0% |
| 192 | Cornerstone Planning Group#192 · 80 sh | 80 | $1.3K | — | +50.9% |
| 193 | Principia Wealth Advisory#193 · 75 sh | 75 | $1.2K | <0.01% | +13.6% |
| 194 | Arlington#194 · 72 sh | 72 | $1.1K | — | 0.0% |
| 195 | Steward Partners Investment Advisory#195 · 66 sh | 66 | $1.0K | 0.00% | New |
| 196 | Plante Moran Financial Advisors#196 · 60 sh | 60 | $953.00 | 0.00% | New |
| 197 | Burk#197 · 54 sh | 54 | $858.00 | <0.01% | 0.0% |
| 198 | CREATIVE FINANCIAL DESIGNS#198 · 54 sh | 54 | $858.00 | 0.00% | 0.0% |
| 199 | SHP Wealth Management#199 · 51 sh | 51 | $810.00 | <0.01% | 0.0% |
| 200 | Bogart Wealth#200 · 45 sh | 45 | $715.00 | 0.00% | +45.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.