Pearson plc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2024 | 2.66 M | $36.15 M | -5.32% | 0.39% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 2.16 M | $29.29 M | 2.13% | 0.31% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.07 M | $28.09 M | 100.00% | 0.30% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.94 M | $26.32 M | -2.46% | 0.28% |
| INVESCO LTD. | 11/12/2024 | 1.02 M | $13.84 M | -13.09% | 0.15% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 564,859 | $10.25 M | -23.73% | 0.08% |
| 13D MANAGEMENT LLC | 11/14/2024 | 512,732 | $6.96 M | 0.16% | 0.07% |
| RENAISSANCE GROUP LLC | 11/12/2024 | 471,477 | $6.40 M | 100.00% | 0.07% |
| LMR PARTNERS LLP | 11/07/2024 | 463,456 | $6.29 M | 0.00% | 0.07% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 405,852 | $5.54 M | 31.60% | 0.06% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 347,700 | $4.72 M | -17.53% | 0.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 281,153 | $3.82 M | -4.53% | 0.04% |
| FMR LLC | 11/13/2024 | 275,310 | $3.74 M | 20.74% | 0.04% |
| HENRY JAMES INTERNATIONAL MANAGEMENT INC. | 10/30/2024 | 268,419 | $3.64 M | -9.55% | 0.04% |
| OPTIVER HOLDING B.V. | 11/14/2024 | 210,563 | $2.86 M | -58.01% | 0.03% |
| MARINER, LLC | 11/13/2024 | 187,726 | $2.55 M | 13.38% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 172,190 | $2.34 M | 55.79% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 157,831 | $2.14 M | 117.57% | 0.02% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 11/04/2024 | 153,338 | $2.08 M | 61.07% | 0.02% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2024 | 145,744 | $1.98 M | 16.33% | 0.02% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 136,741 | $1.86 M | 9.62% | 0.02% |
| HRT FINANCIAL LP | 11/12/2024 | 122,181 | $1.66 M | 10.56% | 0.02% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 118,435 | $1.61 M | -18.22% | 0.02% |
| ETHIC INC. | 11/13/2024 | 116,053 | $1.53 M | -25.35% | 0.02% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 103,033 | $1.40 M | 20.37% | 0.02% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 11/12/2024 | 97,942 | $1.33 M | 39.61% | 0.01% |
| OLD MISSION CAPITAL LLC | 11/14/2024 | 85,635 | $1.16 M | -47.55% | 0.01% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 70,888 | $961,951 | 31.30% | 0.01% |
| CERITY PARTNERS LLC | 11/12/2024 | 68,640 | $931,448 | 200.10% | 0.01% |
| CREATIVE PLANNING | 10/11/2024 | 68,047 | $923,397 | 23.65% | 0.01% |
| VIDENT ADVISORY, LLC | 11/14/2024 | 66,666 | $904,678 | 19.58% | 0.01% |
| WETHERBY ASSET MANAGEMENT INC | 11/14/2024 | 65,669 | $891,129 | 8.78% | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 64,545 | $875,876 | 19.26% | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 61,149 | $829,795 | 42.25% | 0.01% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 56,713 | $769,595 | 100.00% | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 56,444 | $765,945 | 222.33% | 0.01% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 55,980 | $760,000 | -3.94% | 0.01% |
| US BANCORP \DE\ | 10/28/2024 | 55,400 | $751,779 | 4.29% | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 51,949 | $704,948 | 0.00% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 51,052 | $692,778 | 3.02% | 0.01% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 48,674 | $660,506 | -83.67% | 0.01% |
| ORION PORTFOLIO SOLUTIONS, LLC | 11/15/2024 | 47,595 | $645,861 | 50.87% | 0.01% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 46,300 | $628,291 | 100.00% | 0.01% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 42,151 | $571,991 | 25.02% | 0.01% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2024 | 40,300 | $546,871 | -55.96% | 0.01% |
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 10/18/2024 | 37,217 | $505,000 | 15.44% | 0.01% |
| BALLENTINE PARTNERS, LLC | 10/23/2024 | 29,052 | $394,236 | 18.54% | 0.00% |
| GENUS CAPITAL MANAGEMENT INC. | 10/29/2024 | 28,300 | $384,031 | -6.60% | 0.00% |
| JNBA FINANCIAL ADVISORS | 10/31/2024 | 28,121 | $381,602 | 44.49% | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 11/05/2024 | 27,929 | $378,996 | -0.92% | 0.00% |
Pearson plcinstitutional Ownership - FAQ's
During the previous two years, 200 institutional investors and hedge funds held shares of Pearson plc. The most heavily invested institutionals were:
MORGAN STANLEY: 2.66 M
GOLDMAN SACHS GROUP INC: 2.16 M
BlackRock Funding, Inc. /DE: 2.07 M
DIMENSIONAL FUND ADVISORS LP: 1.94 M
Invesco Ltd.: 1.02 M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 564,859
2.62% of Pearson plc stock is owned by institutional investors.
Institutional investors have bought a total of 35.82 M shares in the last 24 months. This purchase volume represents approximately $564.12 M in transactions.