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 2022
Institutional positions in Pitney Bowes Inc as of Dec 31, 2022. 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
- 269
- +7 vs. Q3 2022
- Shares held
- 110.7M
- −2.46M (−2.2%) vs. Q3 2022
- Total value
- $421.2M
- +$159.0M (+60.6%) vs. Q3 2022
- New holders
- 39
- 73 more added
- Sold out
- 32
- 97 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 123 | $0 | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 70 | $0 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10 | $38 | 0.00% | +10 | New |
| Coppell Advisory Solutions Corp. | 10 | $38 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 96 | $365 | 0.00% | +96 | New |
| Proequities, Inc. | 99 | $376 | 0.00% | +99 | New |
| Farmers & Merchants Investments Inc | 108 | $410 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 399 | $620 | 0.00% | +399 | New |
| Montag A & Associates Inc | 166 | $631 | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 180 | $684 | 0.00% | +180 | New |
| Money Concepts Capital Corp | 200 | $760 | 0.00% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 250 | $950 | 0.00% | +250 | New |
| Goodwin Investment Advisory | 275 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 369 | $1.40K | 0.00% | +4+1.1% | Added |
| Providence Capital Advisors, LLC | 408 | $1.55K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $1.58K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $1.90K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 561 | $2.00K | 0.00% | +7+1.3% | Added |
| Harbor Investment Advisory, LLC | 593 | $2.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 612 | $2.33K | 0.00% | +3+0.5% | Added |
| Armstrong Advisory Group, Inc | 614 | $2.33K | 0.00% | +614 | New |
| AdvisorNet Financial, Inc | 620 | $2.36K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 879 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 679 | $3.00K | 0.00% | −59−8.0% | Reduced |
| Community Bank, N.A. | 800 | $3.03K | 0.00% | +800 | New |
| First Manhattan Co | 900 | $3.42K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 960 | $3.65K | 0.00% | −610−38.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,003 | $3.81K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,024 | $3.89K | 0.00% | +223+27.8% | Added |
| Ellevest, Inc. | 1,057 | $4.02K | 0.00% | +263+33.1% | Added |
| WR Wealth Planners, LLC | 1,067 | $4.06K | 0.00% | +13+1.2% | Added |
| EverSource Wealth Advisors, LLC | 1,485 | $5.64K | 0.00% | +29+2.0% | Added |
| Sound Income Strategies, LLC | 1,501 | $5.70K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,578 | $6.00K | 0.00% | −13,264−89.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,580 | $6.00K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,639 | $6.23K | 0.00% | −1,370−45.5% | Reduced |
| Umb Bank N A | 1,800 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,841 | $7.00K | 0.00% | +64+3.6% | Added |
| Global Retirement Partners, LLC | 2,112 | $8.03K | 0.00% | +95+4.7% | Added |
| Caldwell Sutter Capital, Inc. | 2,750 | $10.4K | 0.01% | +2,750 | New |
| Cutler Group LP | 3,143 | $11.0K | 0.00% | −4,995−61.4% | Reduced |
| Huntington National Bank | 3,176 | $12.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,231 | $12.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,300 | $12.5K | 0.00% | +3,300 | New |
| Compagnie Lombard Odier SCmA | 3,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,498 | $13.3K | 0.00% | −357−9.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,792 | $14.4K | 0.00% | −2,201−36.7% | Reduced |
| First Horizon Advisors, Inc. | 3,992 | $15.2K | 0.00% | +536+15.5% | Added |
| Sutton Wealth Advisors Inc. | 4,216 | $16.0K | 0.01% | +1,493+54.8% | Added |
| Cyrus J. Lawrence, LLC | 5,246 | $20.0K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 2,930 | $21.1K | 0.01% | −22,070−88.3% | Reduced |
| Versant Capital Management, Inc | 5,964 | $22.7K | 0.01% | −430−6.7% | Reduced |
| Amundi | 5,437 | $26.0K | 0.00% | −1,968−26.6% | Reduced |
| Nomura Asset Management Co Ltd | 7,500 | $28.5K | 0.00% | +2,800+59.6% | Added |
| FMR LLC | 7,794 | $29.6K | 0.00% | +3,654+88.3% | Added |
| Allspring Global Investments Holdings, LLC | 8,289 | $31.5K | 0.00% | +253+3.1% | Added |
| Barrett & Company, Inc. | 8,500 | $32.3K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 8,826 | $33.5K | 0.00% | +8,826 | New |
| Running Point Capital Advisors, LLC | 10,000 | $38.0K | 0.02% | −10,000−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,000 | $38.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,053 | $38.2K | 0.00% | +10,053 | New |
| Xponance, Inc. | 10,053 | $38.2K | 0.00% | +10,053 | New |
| Cetera Investment Advisers | 10,061 | $38.2K | 0.00% | +10,061 | New |
| Rodgers Brothers Inc. | 10,250 | $39.0K | 0.01% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 10,488 | $39.9K | 0.02% | +10,488 | New |
| Metropolitan Life Insurance Co | 10,498 | $39.9K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 10,500 | $39.9K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,839 | $41.1K | 0.00% | +10,839 | New |
| Mackenzie Financial Corp | 11,341 | $43.1K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,663 | $44.0K | 0.01% | +11,663 | New |
| D.A. Davidson & Co. | 11,707 | $44.5K | 0.00% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 11,881 | $45.0K | 0.03% | +16+0.1% | Added |
| Ancora Advisors, LLC | 11,875 | $45.0K | 0.00% | +11,875 | New |
| Profund Advisors LLC | 13,033 | $49.5K | 0.00% | −742−5.4% | Reduced |
| CIBC Asset Management Inc | 13,165 | $50.0K | 0.00% | −6,121−31.7% | Reduced |
| David Loasby | 10,860 | $52.0K | 0.01% | +10,860 | New |
| Two Sigma Securities, LLC | 13,752 | $52.3K | 0.01% | −44,800−76.5% | Reduced |
| Vident Investment Advisory, LLC | 13,785 | $52.4K | 0.00% | −988−6.7% | Reduced |
| Public Employees Retirement System of Ohio | 14,188 | $54.0K | 0.00% | −28,043−66.4% | Reduced |
| KBC Group NV | 14,305 | $54.0K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 14,231 | $54.0K | 0.02% | +14,231 | New |
| Meyer Handelman Co | 15,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| SBB Research Group LLC | 15,000 | $57.0K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 15,057 | $57.2K | 0.00% | +15,057 | New |
| Mariner, LLC | 15,286 | $58.0K | 0.00% | −11,749−43.5% | Reduced |
| American Century Companies Inc | 15,672 | $59.6K | 0.00% | −4,686−23.0% | Reduced |
| New Jersey Better Educational Savings Trust | 16,200 | $61.6K | 0.18% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,190 | $62.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,761 | $63.9K | 0.00% | +16,761 | New |
| Guggenheim Capital LLC | 16,892 | $64.2K | 0.00% | +16,892 | New |
| Brinker Capital Investments, LLC | 16,937 | $64.4K | 0.00% | +6,492+62.2% | Added |
| Camelot Portfolios, LLC | 17,524 | $66.6K | 0.05% | −48,686−73.5% | Reduced |
| Ameritas Investment Partners, Inc. | 14,661 | $66.9K | 0.00% | 00.0% | Unchanged |
| Platform Technology Partners | 17,840 | $67.8K | 0.04% | +1,021+6.1% | Added |
| LPL Financial LLC | 17,988 | $68.4K | 0.00% | −5,038−21.9% | Reduced |
| First Citizens Bank & Trust Co | 18,866 | $71.0K | 0.00% | −5,416−22.3% | Reduced |
| Bayesian Capital Management, LP | 19,400 | $73.7K | 0.01% | +19,400 | New |