Dark
Light
System
Security
PEARSON PLC
PEARSON PLC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 106 Institutional holders with a total value of $1,084,579,302.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BB&T SECURITIES, LLC 1,434,925 310,087,000 28.59%
2 UBS Group AG 13,637,174 294,699,000 27.17%
3 Hamlin Capital Management, LLC 3,272,613 70,721,000 6.52%
4 Sterling Capital Management LLC 2,869,670 62,014,000 5.72%
5 DIMENSIONAL FUND ADVISORS LP 2,338,834 50,542,000 4.66%
6 LAZARD ASSET MANAGEMENT LLC 1,764,891 38,139,000 3.52%
7 Invesco Ltd. 1,224,897 26,470,000 2.44%
8 STATE OF MICHIGAN RETIREMENT SYSTEM 1,099,100 23,752,000 2.19%
9 RAYMOND JAMES & ASSOCIATES 826,812 17,867,000 1.65%
10 Neuberger Berman Group LLC 825,863 17,847,000 1.65%
11 MANAGED ACCOUNT ADVISORS LLC 804,283 17,380,000 1.60%
12 Advisors Asset Management, Inc. 729,105 15,756,000 1.45%
13 TRUIST FINANCIAL CORP 566,681 12,246,000 1.13%
14 RENAISSANCE TECHNOLOGIES LLC 514,400 11,116,000 1.02%
15 JPMORGAN CHASE & CO 419,371 9,062,000 0.84%
16 SATURNA CAPITAL CORP 404,890 8,606,000 0.79%
17 WELLS FARGO & COMPANY/MN 378,963 8,189,000 0.76%
18 NORTHERN TRUST CORP 353,153 7,632,000 0.70%
19 UNITED SERVICES AUTOMOBILE ASSOCIATION 313,400 6,751,000 0.62%
20 Aperio Group, LLC 266,170 5,752,000 0.53% SH
21 BANK OF AMERICA CORP /DE/ 253,351 5,475,000 0.50%
22 MORGAN STANLEY 253,064 5,468,000 0.50%
23 PARAMETRIC PORTFOLIO ASSOCIATES LLC 224,148 4,844,000 0.45%
24 GOLDMAN SACHS GROUP INC 185,534 4,009,000 0.37%
25 Goelzer Investment Management, Inc. 175,305 3,788,000 0.35%
26 CAPSTONE ASSET MANAGEMENT CO 134,585 2,908,000 0.27%
27 MILLENNIUM MANAGEMENT LLC 124,659 2,694,000 0.25%
28 GUGGENHEIM CAPITAL LLC 119,924 2,592,000 0.24%
29 FEDERATED HERMES, INC. 117,698 2,543,000 0.23%
30 GUPTA WEALTH MANAGEMENT LLC 103,460 2,236,000 0.21%
31 NATIXIS ADVISORS, LLC 99,431 2,149,000 0.20%
32 Independent Portfolio Consultants, Inc. 88,362 1,910,000 0.18%
33 DEUTSCHE BANK AG\ 86,896 1,876,000 0.17%
34 CIBC Private Wealth Group LLC 76,002 1,644,000 0.15%
35 TD ASSET MANAGEMENT INC 76,838 1,642,000 0.15%
36 RIVERHEAD CAPITAL MANAGEMENT LLC 62,300 1,346,000 0.12%
37 Bollard Group LLC 54,900 1,186,000 0.11%
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 54,180 1,171,000 0.11%
39 ROYAL BANK OF CANADA 53,666 1,160,000 0.11%
40 OXFORD ASSET MANAGEMENT LLP 53,273 1,151,000 0.11%
41 AMERIPRISE FINANCIAL INC 50,100 1,082,000 0.10%
42 CITADEL ADVISORS LLC 45,707 988,000 0.09%
43 COMERICA BANK 43,357 937,000 0.09%
44 World Asset Management Inc 41,616 899,000 0.08%
45 Epoch Investment Partners, Inc. 38,778 838,000 0.08%
46 Bank of New York Mellon Corp 34,002 735,000 0.07%
47 SUNTRUST BANKS INC 32,848 708,000 0.07%
48 LOGAN CAPITAL MANAGEMENT INC 31,144 673,000 0.06%
49 SYMPHONY ASSET MANAGEMENT LLC 28,037 606,000 0.06%
50 Paloma Partners Management Co 27,864 602,000 0.06%
Page 1 of 3

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.