Pitney Bowes Inc
PBI- Exchange
- NYSE
- Industry
- Office Machines, NEC
- SEC CIK
- 0000078814
In the last 90 days, Pitney Bowes Inc insiders filed 0 open-market purchases and 7 sales; 350 institutions reported holding it in 13F filings for Q2 2026, worth $2.13B in total; no superinvestor holds it.
Other share classesPBI.PB
13F holders, Q4 2021
Institutional positions in Pitney Bowes Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 263
- 0 vs. Q3 2021
- Shares held
- 114.8M
- −558.2K (−0.5%) vs. Q3 2021
- Total value
- $763.5M
- −$68.8M (−8.3%) vs. Q3 2021
- New holders
- 36
- 83 more added
- Sold out
- 36
- 83 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PBI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 350 | $2.13B |
| Q1 2026 | 322 | $1.33B |
| Q4 2025 | 328 | $1.33B |
| Q3 2025 | 320 | $1.51B |
| Q2 2025 | 318 | $1.40B |
| Q1 2025 | 315 | $1.14B |
| Q4 2024 | 285 | $909.8M |
| Q3 2024 | 276 | $757.4M |
| Q2 2024 | 236 | $504.0M |
| Q1 2024 | 246 | $432.5M |
| Q4 2023 | 238 | $456.8M |
| Q3 2023 | 223 | $315.2M |
| Q2 2023 | 235 | $385.4M |
| Q1 2023 | 261 | $424.3M |
| Q4 2022 | 269 | $421.2M |
| Q3 2022 | 264 | $262.3M |
| Q2 2022 | 272 | $422.0M |
| Q1 2022 | 259 | $598.9M |
| Q4 2021 | 263 | $763.5M |
| Q3 2021 | 265 | $832.5M |
| Q2 2021 | 250 | $1.01B |
| Q1 2021 | 250 | $937.0M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | −316,029−100.0% | Reduced |
| Widmann Financial Services, Inc. | 125 | $0 | 0.00% | +125 | New |
| Sageworth Trust Co | 164 | $1.00K | 0.00% | −546−76.9% | Reduced |
| AdvisorNet Financial, Inc | 209 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 191 | $1.00K | 0.00% | −61−24.2% | Reduced |
| Montag A & Associates Inc | 166 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 87 | $1.00K | 0.00% | −14−13.9% | Reduced |
| Red Cedar Capital, LLC | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 215 | $1.00K | 0.00% | +165+330.0% | Added |
| NEXT Financial Group, Inc | 158 | $1.00K | 0.00% | +158 | New |
| Pacific Center for Financial Services | 193 | $1.00K | 0.00% | +193 | New |
| Dark Forest Capital Management LP | 165 | $1.00K | 0.00% | +165 | New |
| Covestor Ltd | 84 | $1.00K | 0.00% | +84 | New |
| Halpern Financial, Inc. | 264 | $1.75K | 0.00% | +264 | New |
| Harbour Investments, Inc. | 280 | $2.00K | 0.00% | −554−66.4% | Reduced |
| Financial Avengers, Inc. | 351 | $2.00K | 0.00% | +2+0.6% | Added |
| EverSource Wealth Advisors, LLC | 269 | $2.00K | 0.00% | +269 | New |
| PSI Advisors, LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 525 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 408 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 465 | $3.00K | 0.00% | +238+104.8% | Added |
| Fifth Third Bancorp | 611 | $4.00K | 0.00% | −134−18.0% | Reduced |
| Harbor Investment Advisory, LLC | 593 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 602 | $4.00K | 0.00% | +1+0.2% | Added |
| Sageworth Trust Co of South Dakota | 542 | $4.00K | 0.01% | +542 | New |
| First Manhattan Co | 900 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,000 | $6.63K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,034 | $7.00K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,296 | $9.00K | 0.00% | +1,296 | New |
| Sound Income Strategies, LLC | 1,501 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,515 | $10.0K | 0.00% | +512+51.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,570 | $10.4K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 1,600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,632 | $11.0K | 0.01% | +1,632 | New |
| Twin Lakes Capital Management, LLC | 2,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,176 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,378 | $15.8K | 0.01% | +279+13.3% | Added |
| Cutler Group LP | 2,753 | $18.0K | 0.00% | −7,745−73.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,893 | $19.0K | 0.00% | −23,590−89.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,848 | $19.3K | 0.00% | +2,848 | New |
| Versant Capital Management, Inc | 3,161 | $21.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,231 | $21.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 3,883 | $26.0K | 0.02% | +3,883 | New |
| US Bancorp | 4,483 | $29.0K | 0.00% | −126−2.7% | Reduced |
| Retirement Group, LLC | 5,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 5,960 | $40.0K | 0.00% | −1,707−22.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,221 | $48.0K | 0.00% | +6,054+518.8% | Added |
| Point72 Hong Kong Ltd | 7,333 | $49.0K | 0.00% | −6,962−48.7% | Reduced |
| Pensionmark Financial Group, LLC | 10,000 | $49.0K | 0.01% | +10,000 | New |
| Macquarie Group Ltd | 9,797 | $65.0K | 0.00% | −3,573−26.7% | Reduced |
| Cullinan Associates Inc | 10,400 | $69.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 10,650 | $71.0K | 0.00% | −46,605−81.4% | Reduced |
| American Portfolios Advisors | 10,755 | $71.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,815 | $72.0K | 0.00% | −508−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 11,850 | $73.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 11,231 | $74.0K | 0.03% | +11,231 | New |
| Cooper/Haims Advisors, LLC | 11,820 | $78.0K | 0.05% | +16+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,074 | $80.0K | 0.00% | −5,000−29.3% | Reduced |
| Lincoln National Corp | 12,068 | $80.0K | 0.00% | +12+0.1% | Added |
| Rodgers Brothers Inc. | 12,500 | $83.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 13,802 | $91.0K | 0.00% | +13,802 | New |
| Pictet Asset Management SA | 13,900 | $92.0K | 0.00% | 00.0% | Unchanged |
| American Trust | 14,137 | $94.0K | 0.01% | +14,137 | New |
| Ameritas Investment Partners, Inc. | 14,661 | $97.0K | 0.00% | 00.0% | Unchanged |
| SBB Research Group LLC | 15,000 | $99.0K | 0.01% | +15,000 | New |
| Delphia (USA) Inc. | 15,042 | $100.0K | 0.11% | +15,042 | New |
| New Jersey Better Educational Savings Trust | 16,200 | $107.0K | 0.24% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 16,080 | $107.0K | 0.02% | +16,075+321,500.0% | Added |
| State of Wyoming | 16,486 | $109.0K | 0.05% | +16,486 | New |
| Pathstone Family Office, LLC | 16,665 | $110.0K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 16,864 | $112.0K | 0.00% | +30+0.2% | Added |
| Crossmark Global Holdings, Inc. | 16,990 | $113.0K | 0.00% | −2,020−10.6% | Reduced |
| Wolverine Trading, LLC | 17,203 | $114.0K | 0.00% | −13,092−43.2% | Reduced |
| Equitable Trust Co | 17,168 | $114.0K | 0.01% | +3,950+29.9% | Added |
| AQR Capital Management LLC | 17,794 | $118.0K | 0.00% | −68,910−79.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,794 | $125.0K | 0.00% | +46+0.2% | Added |
| Profund Advisors LLC | 18,839 | $125.0K | 0.00% | +813+4.5% | Added |
| CIBC Asset Management Inc | 19,734 | $131.0K | 0.00% | −966−4.7% | Reduced |
| Janney Montgomery Scott LLC | 19,857 | $132.0K | 0.00% | +357+1.8% | Added |
| XTX Topco Ltd | 20,270 | $134.0K | 0.08% | +20,270 | New |
| Quantinno Capital Management LP | 20,289 | $135.0K | 0.02% | +8,479+71.8% | Added |
| Ironwood Investment Management LLC | 20,952 | $139.0K | 0.07% | 00.0% | Unchanged |
| Spark Investment Management LLC | 21,000 | $139.0K | 0.10% | 00.0% | Unchanged |
| Platform Technology Partners | 21,422 | $142.0K | 0.06% | +21,422 | New |
| Mutual of America Capital Management LLC | 22,612 | $150.0K | 0.00% | +560+2.5% | Added |
| Investors Research Corp | 24,357 | $161.0K | 0.05% | −250−1.0% | Reduced |
| Prism Advisors, Inc. | 24,778 | $164.0K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 24,671 | $164.0K | 0.00% | +24,446+10,864.9% | Added |
| Commonwealth Equity Services, LLC | 25,930 | $171.0K | 0.00% | −4,190−13.9% | Reduced |
| Raymond James & Associates | 27,577 | $183.0K | 0.00% | −6,361−18.7% | Reduced |
| First Citizens Bank & Trust Co | 28,397 | $188.0K | 0.01% | −5,073−15.2% | Reduced |
| Public Employees Retirement Association of Colorado | 29,826 | $198.0K | 0.00% | 00.0% | Unchanged |
| Meyer Handelman Co | 30,000 | $199.0K | 0.01% | −30,000−50.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 30,486 | $202.0K | 0.00% | −21,330−41.2% | Reduced |