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, Q2 2023
Institutional positions in Pitney Bowes Inc as of Jun 30, 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
- 235
- −25 vs. Q1 2023
- Shares held
- 108.8M
- −105.2K (−0.1%) vs. Q1 2023
- Total value
- $385.4M
- −$38.3M (−9.0%) vs. Q1 2023
- New holders
- 17
- 75 more added
- Sold out
- 42
- 68 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 10 | $35 | 0.00% | +10 | New |
| Proequities, Inc. | 99 | $350 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $382 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $435 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $531 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 166 | $588 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 179 | $634 | 0.00% | −700−79.6% | Reduced |
| Ancora Advisors, LLC | 200 | $708 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 236 | $835 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 250 | $885 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 379 | $1.34K | 0.00% | +5+1.3% | Added |
| Mascoma Wealth Management LLC | 415 | $1.44K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 408 | $1.44K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 488 | $1.73K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 533 | $1.89K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 593 | $2.10K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 617 | $2.19K | 0.00% | +3+0.5% | Added |
| AdvisorNet Financial, Inc | 620 | $2.19K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 631 | $2.23K | 0.00% | +9+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 750 | $2.65K | 0.00% | −1,000−57.1% | Reduced |
| Capital Advisors, Ltd. LLC | 800 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 960 | $3.40K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,096 | $3.88K | 0.00% | +15+1.4% | Added |
| Global Retirement Partners, LLC | 1,172 | $4.15K | 0.00% | −567−32.6% | Reduced |
| Fifth Third Bancorp | 1,428 | $5.05K | 0.00% | +156+12.3% | Added |
| EverSource Wealth Advisors, LLC | 1,485 | $5.26K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,501 | $5.31K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,580 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,800 | $6.37K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,000 | $7.08K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,176 | $7.70K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 2,763 | $9.78K | 0.00% | +1,050+61.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,074 | $10.9K | 0.00% | +460+17.6% | Added |
| Aquatic Capital Management LLC | 3,100 | $11.0K | 0.00% | −5,300−63.1% | Reduced |
| SOA Wealth Advisors, LLC. | 3,231 | $11.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,498 | $12.4K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 2,780 | $14.1K | 0.01% | −70−2.5% | Reduced |
| Nomura Asset Management Co Ltd | 4,500 | $15.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,660 | $16.5K | 0.00% | +668+16.7% | Added |
| Versant Capital Management, Inc | 5,318 | $18.8K | 0.01% | −646−10.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,407 | $19.1K | 0.00% | −1,563−22.4% | Reduced |
| FMR LLC | 7,512 | $26.6K | 0.00% | +280+3.9% | Added |
| Barrett & Company, Inc. | 8,500 | $30.1K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,338 | $33.1K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,000 | $35.4K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,000 | $35.4K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,065 | $35.6K | 0.00% | +10,065 | New |
| Sage Rhino Capital LLC | 10,164 | $36.0K | 0.01% | +10,164 | New |
| Evanson Asset Management, LLC | 10,239 | $36.2K | 0.00% | +137+1.4% | Added |
| Xponance, Inc. | 10,306 | $36.5K | 0.00% | +10,306 | New |
| O'Shaughnessy Asset Management, LLC | 10,439 | $37.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,465 | $37.0K | 0.00% | −865−7.6% | Reduced |
| Regal Investment Advisors LLC | 10,500 | $37.2K | 0.00% | 00.0% | Unchanged |
| David Loasby | 11,151 | $37.7K | 0.00% | +150+1.4% | Added |
| Mackenzie Financial Corp | 11,341 | $40.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,610 | $41.1K | 0.00% | +11,610 | New |
| Cooper/Haims Advisors, LLC | 12,130 | $42.9K | 0.03% | +232+1.9% | Added |
| KBC Group NV | 12,147 | $43.0K | 0.00% | −2,158−15.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,337 | $43.7K | 0.00% | +4,276+53.0% | Added |
| Franklin Resources Inc | 12,419 | $44.0K | 0.00% | +2,049+19.8% | Added |
| CWM, LLC | 12,395 | $44.0K | 0.00% | +10,554+573.3% | Added |
| Advisor Partners II, LLC | 12,677 | $44.9K | 0.00% | −4,898−27.9% | Reduced |
| Virtu Financial LLC | 12,772 | $45.0K | 0.00% | +12,772 | New |
| Captrust Financial Advisors | 12,994 | $46.0K | 0.00% | +234+1.8% | Added |
| Teacher Retirement System of Texas | 12,920 | $46.0K | 0.00% | −8,391−39.4% | Reduced |
| Nebula Research & Development LLC | 13,054 | $46.2K | 0.04% | +13,054 | New |
| Coldstream Capital Management Inc | 13,781 | $48.8K | 0.00% | −1,276−8.5% | Reduced |
| Public Employees Retirement System of Ohio | 13,896 | $49.0K | 0.00% | +10+0.1% | Added |
| Guardian Capital LP | 13,975 | $49.5K | 0.00% | +13,975 | New |
| First Citizens Bank & Trust Co | 14,183 | $50.2K | 0.00% | −4,072−22.3% | Reduced |
| Bank of Montreal | 13,893 | $51.4K | 0.00% | −7,358−34.6% | Reduced |
| Atria Wealth Solutions, Inc. | 14,635 | $51.8K | 0.00% | −12,941−46.9% | Reduced |
| Ameritas Investment Partners, Inc. | 14,661 | $51.9K | 0.00% | 00.0% | Unchanged |
| Meyer Handelman Co | 15,000 | $53.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 15,000 | $53.1K | 0.01% | 00.0% | Unchanged |
| SBB Research Group LLC | 15,000 | $53.1K | 0.10% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 15,446 | $54.7K | 0.01% | +15,446 | New |
| Guggenheim Capital LLC | 15,759 | $55.8K | 0.00% | −4,716−23.0% | Reduced |
| Mariner, LLC | 15,958 | $56.5K | 0.00% | −3,230−16.8% | Reduced |
| New Jersey Better Educational Savings Trust | 16,200 | $57.3K | 0.14% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 17,110 | $60.6K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 17,312 | $61.3K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,284 | $63.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 19,954 | $70.6K | 0.00% | −4,235−17.5% | Reduced |
| Aaron Wealth Advisors | 20,000 | $70.8K | 0.01% | 00.0% | Unchanged |
| Spark Investment Management LLC | 21,000 | $74.3K | 0.25% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,147 | $78.0K | 0.00% | +2,460+12.5% | Added |
| Investors Research Corp | 23,807 | $84.3K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,143 | $85.5K | 0.00% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 24,778 | $87.7K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 26,200 | $92.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 27,099 | $95.9K | 0.00% | +2,304+9.3% | Added |
| Royal Bank of Canada | 27,100 | $97.0K | 0.00% | +14,006+107.0% | Added |
| Amundi | 27,786 | $98.9K | 0.00% | −1,773−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,083 | $99.4K | 0.00% | +4,000+16.6% | Added |
| Pathstone Family Office, LLC | 28,370 | $101.4K | 0.00% | −1,276−4.3% | Reduced |
| Public Employees Retirement Association of Colorado | 29,826 | $106.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 30,766 | $108.9K | 0.03% | −12,247−28.5% | Reduced |
| Mutual of America Capital Management LLC | 31,901 | $112.9K | 0.00% | −1,423−4.3% | Reduced |