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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 10,250 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,061 | $38.2K | 0.00% | +10,061 | New |
| Franklin Resources Inc | 10,053 | $38.2K | 0.00% | +10,053 | New |
| Xponance, Inc. | 10,053 | $38.2K | 0.00% | +10,053 | 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 |
| Point72 Middle East FZE | 8,826 | $33.5K | 0.00% | +8,826 | New |
| Barrett & Company, Inc. | 8,500 | $32.3K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,289 | $31.5K | 0.00% | +253+3.1% | Added |
| FMR LLC | 7,794 | $29.6K | 0.00% | +3,654+88.3% | Added |
| Nomura Asset Management Co Ltd | 7,500 | $28.5K | 0.00% | +2,800+59.6% | Added |
| Amundi | 5,437 | $26.0K | 0.00% | −1,968−26.6% | Reduced |
| Versant Capital Management, Inc | 5,964 | $22.7K | 0.01% | −430−6.7% | Reduced |
| Performa Ltd (US), LLC | 2,930 | $21.1K | 0.01% | −22,070−88.3% | Reduced |
| Cyrus J. Lawrence, LLC | 5,246 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4,216 | $16.0K | 0.01% | +1,493+54.8% | Added |
| First Horizon Advisors, Inc. | 3,992 | $15.2K | 0.00% | +536+15.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,792 | $14.4K | 0.00% | −2,201−36.7% | Reduced |
| US Bancorp | 3,498 | $13.3K | 0.00% | −357−9.3% | Reduced |
| Compagnie Lombard Odier SCmA | 3,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,300 | $12.5K | 0.00% | +3,300 | New |
| SOA Wealth Advisors, LLC. | 3,231 | $12.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,176 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,143 | $11.0K | 0.00% | −4,995−61.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,750 | $10.4K | 0.01% | +2,750 | New |
| Global Retirement Partners, LLC | 2,112 | $8.03K | 0.00% | +95+4.7% | Added |
| 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 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,639 | $6.23K | 0.00% | −1,370−45.5% | Reduced |
| 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 |
| Sound Income Strategies, LLC | 1,501 | $5.70K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,485 | $5.64K | 0.00% | +29+2.0% | Added |
| WR Wealth Planners, LLC | 1,067 | $4.06K | 0.00% | +13+1.2% | Added |
| Ellevest, Inc. | 1,057 | $4.02K | 0.00% | +263+33.1% | Added |
| Fifth Third Bancorp | 1,024 | $3.89K | 0.00% | +223+27.8% | Added |
| TCI Wealth Advisors, Inc. | 1,003 | $3.81K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 960 | $3.65K | 0.00% | −610−38.9% | Reduced |
| First Manhattan Co | 900 | $3.42K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 800 | $3.03K | 0.00% | +800 | New |
| 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 |
| AdvisorNet Financial, Inc | 620 | $2.36K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 614 | $2.33K | 0.00% | +614 | New |
| Allworth Financial LP | 612 | $2.33K | 0.00% | +3+0.5% | Added |
| Harbor Investment Advisory, LLC | 593 | $2.25K | 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 |
| PSI Advisors, LLC | 500 | $1.90K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $1.58K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 408 | $1.55K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 369 | $1.40K | 0.00% | +4+1.1% | Added |
| Goodwin Investment Advisory | 275 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 250 | $950 | 0.00% | +250 | New |
| Money Concepts Capital Corp | 200 | $760 | 0.00% | +200 | New |
| MinichMacGregor Wealth Management, LLC | 180 | $684 | 0.00% | +180 | New |
| Montag A & Associates Inc | 166 | $631 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 399 | $620 | 0.00% | +399 | New |
| Farmers & Merchants Investments Inc | 108 | $410 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 99 | $376 | 0.00% | +99 | New |
| CoreCap Advisors, LLC | 96 | $365 | 0.00% | +96 | New |
| Coppell Advisory Solutions LLC | 10 | $38 | 0.00% | +10 | New |
| Coppell Advisory Solutions Corp. | 10 | $38 | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 123 | $0 | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 70 | $0 | 0.00% | 00.0% | Unchanged |
| American National Bank | 14 | – | – | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | – | – | +98+96.1% | Added |
| Boundary Creek Advisors LP | 0 | $0 | 0.00% | −1,288,119−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −248,919−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −127,400−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −95,493−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −94,895−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −85,659−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −56,718−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −43,399−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −36,300−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −30,781−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −27,814−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,627−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −17,954−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,859−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −13,307−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −12,710−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −12,023−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,269−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −8,045−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −4,208−100.0% | Sold out |
| Twin Lakes Capital Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |