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, Q3 2023
Institutional positions in Pitney Bowes Inc as of Sep 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
- 223
- −10 vs. Q2 2023
- Shares held
- 104.4M
- −4.44M (−4.1%) vs. Q2 2023
- Total value
- $315.2M
- −$70.0M (−18.2%) vs. Q2 2023
- New holders
- 20
- 61 more added
- Sold out
- 30
- 78 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 10 | $38 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $106 | 0.00% | +35 | New |
| Proequities, Inc. | 99 | $298 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $326 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $333 | 0.00% | +110 | New |
| Massmutual Trust Co FSB | 123 | $371 | 0.00% | 00.0% | Unchanged |
| Motco | 145 | $438 | 0.00% | +145 | New |
| Montag A & Associates Inc | 166 | $502 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 179 | $541 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 198 | $598 | 0.00% | +198 | New |
| Centerpoint Advisors, LLC | 451 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 315 | $1.00K | 0.00% | +315 | New |
| Financial Avengers, Inc. | 386 | $1.17K | 0.00% | +7+1.8% | Added |
| Providence Capital Advisors, LLC | 408 | $1.23K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $1.25K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 593 | $1.79K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 617 | $1.86K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 620 | $1.87K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 642 | $1.94K | 0.00% | +11+1.7% | Added |
| Capital Advisors, Ltd. LLC | 800 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 750 | $2.27K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 774 | $2.34K | 0.00% | −654−45.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 960 | $2.90K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,096 | $3.31K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,236 | $3.73K | 0.00% | +1,000+423.7% | Added |
| Global Retirement Partners, LLC | 1,173 | $4.06K | 0.00% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 1,485 | $4.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,501 | $4.53K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,580 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,800 | $5.44K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,907 | $5.76K | 0.00% | +1,907 | New |
| Huntington National Bank | 2,176 | $6.57K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,330 | $7.53K | 0.00% | +330+16.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,763 | $8.34K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,498 | $10.6K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 2,820 | $13.1K | 0.01% | +40+1.4% | Added |
| Nomura Asset Management Co Ltd | 4,500 | $13.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5,203 | $15.7K | 0.00% | −115−2.2% | Reduced |
| First Horizon Advisors, Inc. | 5,721 | $17.3K | 0.00% | +1,061+22.8% | Added |
| FMR LLC | 7,572 | $22.9K | 0.00% | +60+0.8% | Added |
| Barrett & Company, Inc. | 8,500 | $25.7K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,535 | $25.7K | 0.00% | −53,841−86.3% | Reduced |
| KBC Group NV | 8,766 | $26.0K | 0.00% | −3,381−27.8% | Reduced |
| Highlander Capital Management, LLC | 8,475 | $26.0K | 0.01% | +8,475 | New |
| Metropolitan Life Insurance Co | 9,338 | $28.2K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,000 | $30.2K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,000 | $30.2K | 0.01% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $30.2K | 0.01% | +10,000 | New |
| Sage Rhino Capital LLC | 10,117 | $30.6K | 0.01% | −47−0.5% | Reduced |
| Xponance, Inc. | 10,306 | $31.1K | 0.00% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 10,419 | $31.5K | 0.00% | +180+1.8% | Added |
| Regal Investment Advisors LLC | 10,500 | $31.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,557 | $31.9K | 0.00% | +5,150+95.2% | Added |
| Syon Capital LLC | 10,630 | $32.1K | 0.00% | +10,630 | New |
| CenterBook Partners LP | 10,890 | $32.9K | 0.00% | +10,890 | New |
| Captrust Financial Advisors | 11,686 | $35.3K | 0.00% | −1,308−10.1% | Reduced |
| Advisor Partners II, LLC | 12,127 | $36.6K | 0.00% | −550−4.3% | Reduced |
| Public Employees Retirement System of Ohio | 12,338 | $37.0K | 0.00% | −1,558−11.2% | Reduced |
| CWM, LLC | 12,648 | $38.0K | 0.00% | +253+2.0% | Added |
| David Loasby | 11,151 | $38.6K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,888 | $39.0K | 0.00% | −32−0.2% | Reduced |
| First Citizens Bank & Trust Co | 13,263 | $40.1K | 0.00% | −920−6.5% | Reduced |
| Mariner, LLC | 13,285 | $40.1K | 0.00% | −2,673−16.8% | Reduced |
| Bank of Montreal | 12,008 | $40.8K | 0.00% | −1,885−13.6% | Reduced |
| Mackenzie Financial Corp | 11,341 | $42.8K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,404 | $43.5K | 0.00% | −1,355−8.6% | Reduced |
| Franklin Resources Inc | 14,998 | $45.3K | 0.00% | +2,579+20.8% | Added |
| Camelot Portfolios, LLC | 15,000 | $45.3K | 0.04% | −20,000−57.1% | Reduced |
| Meyer Handelman Co | 15,000 | $45.3K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 15,000 | $45.3K | 0.01% | 00.0% | Unchanged |
| SBB Research Group LLC | 15,000 | $45.3K | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,342 | $46.3K | 0.00% | −1,768−10.3% | Reduced |
| Levin Capital Strategies, L.P. | 15,446 | $46.6K | 0.01% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 16,200 | $48.9K | 0.12% | 00.0% | Unchanged |
| WMS Partners, LLC | 16,750 | $50.6K | 0.00% | +16,750 | New |
| ExodusPoint Capital Management, LP | 16,830 | $51.0K | 0.00% | +16,830 | New |
| Pictet Asset Management Holding SA | 17,312 | $52.3K | 0.00% | +17,312 | New |
| Ameritas Investment Partners, Inc. | 17,315 | $52.3K | 0.00% | +2,654+18.1% | Added |
| CI Private Wealth, LLC | 18,502 | $55.9K | 0.00% | −1,452−7.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,616 | $56.2K | 0.00% | +6,279+50.9% | Added |
| Aaron Wealth Advisors | 20,000 | $60.4K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,284 | $61.0K | 0.00% | 00.0% | Unchanged |
| Spark Investment Management LLC | 21,000 | $63.4K | 0.37% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,146 | $64.0K | 0.00% | −1,001−4.5% | Reduced |
| Investors Research Corp | 23,807 | $71.9K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,143 | $72.9K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 24,182 | $73.0K | 0.02% | +24,182 | New |
| Pathstone Family Office, LLC | 24,689 | $74.6K | 0.00% | −3,681−13.0% | Reduced |
| ProShare Advisors LLC | 26,219 | $79.2K | 0.00% | −880−3.2% | Reduced |
| Mutual of America Capital Management LLC | 26,840 | $81.1K | 0.00% | −5,061−15.9% | Reduced |
| Cruiser Capital Advisors, LLC | 27,306 | $82.5K | 0.11% | −38,647−58.6% | Reduced |
| Simplex Trading, LLC | 27,638 | $83.0K | 0.00% | −6,977−20.2% | Reduced |
| Public Employees Retirement Association of Colorado | 29,826 | $90.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 29,849 | $90.0K | 0.00% | +2,749+10.1% | Added |
| State of Wyoming | 30,460 | $92.0K | 0.02% | −306−1.0% | Reduced |
| Raymond James & Associates | 31,554 | $95.3K | 0.00% | −732−2.3% | Reduced |
| LPL Financial LLC | 32,065 | $96.8K | 0.00% | +32,065 | New |
| Amundi | 26,796 | $97.0K | 0.00% | −990−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 33,533 | $101.3K | 0.00% | +5,450+19.4% | Added |
| Wolverine Trading, LLC | 35,383 | $106.9K | 0.00% | −101−0.3% | Reduced |