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, Q1 2023
Institutional positions in Pitney Bowes Inc as of Mar 31, 2023. 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
- 261
- −5 vs. Q4 2022
- Shares held
- 109.1M
- −1.50M (−1.4%) vs. Q4 2022
- Total value
- $424.3M
- +$3.50M (+0.8%) vs. Q4 2022
- New holders
- 29
- 79 more added
- Sold out
- 34
- 88 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 99 | $385 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $420 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $478 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $584 | 0.00% | +150 | New |
| Montag A & Associates Inc | 166 | $646 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $778 | 0.00% | −11,675−98.3% | Reduced |
| GWM Advisors LLC | 236 | $918 | 0.00% | −163−40.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 250 | $973 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 296 | $1.15K | 0.00% | +296 | New |
| Financial Avengers, Inc. | 374 | $1.46K | 0.00% | +5+1.4% | Added |
| Mascoma Wealth Management LLC | 415 | $1.46K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 408 | $1.59K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 488 | $1.90K | 0.00% | +488 | New |
| PSI Advisors, LLC | 500 | $1.95K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 533 | $2.07K | 0.00% | +533 | New |
| Spire Wealth Management | 569 | $2.21K | 0.00% | +8+1.4% | Added |
| Harbor Investment Advisory, LLC | 593 | $2.31K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 614 | $2.39K | 0.00% | +2+0.3% | Added |
| AdvisorNet Financial, Inc | 620 | $2.41K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 622 | $2.42K | 0.00% | +8+1.3% | Added |
| Nisa Investment Advisors, LLC | 879 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $3.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 800 | $3.11K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 900 | $3.50K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 960 | $3.73K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,000 | $3.89K | 0.00% | +1,000 | New |
| TCI Wealth Advisors, Inc. | 1,003 | $3.90K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,242 | $4.00K | 0.00% | +1,242 | New |
| WR Wealth Planners, LLC | 1,081 | $4.21K | 0.00% | +14+1.3% | Added |
| Ellevest, Inc. | 1,094 | $4.26K | 0.00% | +37+3.5% | Added |
| Fifth Third Bancorp | 1,272 | $4.95K | 0.00% | +248+24.2% | Added |
| Global Retirement Partners, LLC | 1,739 | $5.70K | 0.00% | −373−17.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,485 | $5.78K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,501 | $5.84K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,580 | $6.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,713 | $6.66K | 0.00% | +74+4.5% | Added |
| Caldwell Sutter Capital, Inc. | 1,750 | $6.81K | 0.00% | −1,000−36.4% | Reduced |
| CWM, LLC | 1,841 | $7.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,800 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,000 | $7.78K | 0.00% | +2,000 | New |
| Huntington National Bank | 2,176 | $8.46K | 0.00% | −1,000−31.5% | Reduced |
| Cutler Group LP | 2,336 | $9.00K | 0.00% | −807−25.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,614 | $10.2K | 0.00% | +2,614 | New |
| SOA Wealth Advisors, LLC. | 3,231 | $12.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,396 | $13.2K | 0.00% | +3,396 | New |
| US Bancorp | 3,498 | $13.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,500 | $13.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,992 | $15.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,300 | $16.7K | 0.00% | +1,000+30.3% | Added |
| Performa Ltd (US), LLC | 2,850 | $17.3K | 0.01% | −80−2.7% | Reduced |
| Nomura Asset Management Co Ltd | 4,500 | $17.5K | 0.00% | −3,000−40.0% | Reduced |
| Versant Capital Management, Inc | 5,964 | $23.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,970 | $27.0K | 0.00% | +5,392+341.7% | Added |
| FMR LLC | 7,232 | $28.1K | 0.00% | −562−7.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,061 | $31.4K | 0.00% | −228−2.8% | Reduced |
| Aquatic Capital Management LLC | 8,400 | $33.0K | 0.00% | +8,400 | New |
| Barrett & Company, Inc. | 8,500 | $33.1K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,338 | $36.3K | 0.00% | −1,160−11.0% | Reduced |
| Pensionmark Financial Group, LLC | 10,000 | $38.9K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,000 | $38.9K | 0.00% | +10,000 | New |
| Evanson Asset Management, LLC | 10,102 | $39.3K | 0.00% | +10,102 | New |
| Cerity Partners LLC | 10,192 | $39.6K | 0.00% | +10,192 | New |
| Rodgers Brothers Inc. | 10,250 | $39.9K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,370 | $40.3K | 0.00% | +317+3.2% | Added |
| David Loasby | 11,001 | $40.6K | 0.00% | +141+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 10,439 | $40.6K | 0.00% | +10,439 | New |
| Regal Investment Advisors LLC | 10,500 | $40.8K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,330 | $44.1K | 0.00% | −1,703−13.1% | Reduced |
| Mackenzie Financial Corp | 11,341 | $44.1K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 11,802 | $45.9K | 0.00% | −20,676−63.7% | Reduced |
| Cooper/Haims Advisors, LLC | 11,898 | $46.3K | 0.04% | +17+0.1% | Added |
| Mill Creek Capital Advisors, LLC | 12,555 | $48.8K | 0.00% | +12,555 | New |
| Captrust Financial Advisors | 12,760 | $49.6K | 0.00% | +12,760 | New |
| Group One Trading, L.P. | 12,990 | $50.5K | 0.00% | −246,889−95.0% | Reduced |
| Royal Bank of Canada | 13,094 | $51.0K | 0.00% | −30,668−70.1% | Reduced |
| Acrisure Capital Management, LLC | 13,259 | $51.6K | 0.05% | +13,259 | New |
| Nierenberg Investment Management Company, Inc. | 13,310 | $51.8K | 0.04% | −170,000−92.7% | Reduced |
| Brinker Capital Investments, LLC | 13,468 | $52.4K | 0.00% | −3,469−20.5% | Reduced |
| Orion Portfolio Solutions, LLC | 13,468 | $52.4K | 0.00% | +13,468 | New |
| Public Employees Retirement System of Ohio | 13,886 | $54.0K | 0.00% | −302−2.1% | Reduced |
| KBC Group NV | 14,305 | $56.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,661 | $57.0K | 0.00% | 00.0% | Unchanged |
| Meyer Handelman Co | 15,000 | $58.4K | 0.00% | 00.0% | Unchanged |
| SBB Research Group LLC | 15,000 | $58.4K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 15,000 | $58.4K | 0.01% | +15,000 | New |
| Coldstream Capital Management Inc | 15,057 | $58.6K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,284 | $63.0K | 0.00% | +94+0.6% | Added |
| New Jersey Better Educational Savings Trust | 16,200 | $63.0K | 0.17% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 16,622 | $64.7K | 0.01% | +16,622 | New |
| Camelot Portfolios, LLC | 16,793 | $65.3K | 0.05% | −731−4.2% | Reduced |
| CIBC Asset Management Inc | 17,110 | $66.6K | 0.00% | +3,945+30.0% | Added |
| Pictet Asset Management SA | 17,312 | $67.3K | 0.00% | −10,594−38.0% | Reduced |
| Advisor Partners II, LLC | 17,575 | $68.4K | 0.00% | −4,730−21.2% | Reduced |
| First Citizens Bank & Trust Co | 18,255 | $71.0K | 0.00% | −611−3.2% | Reduced |
| Vident Investment Advisory, LLC | 19,018 | $74.0K | 0.00% | +5,233+38.0% | Added |
| Mariner, LLC | 19,188 | $75.0K | 0.00% | +3,902+25.5% | Added |
| Commonwealth Equity Services, LLC | 19,687 | $76.0K | 0.00% | −1,458−6.9% | Reduced |
| Aaron Wealth Advisors | 20,000 | $77.8K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 20,475 | $79.6K | 0.00% | +3,583+21.2% | Added |