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 2023
Institutional positions in Pitney Bowes Inc as of Dec 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
- 238
- +19 vs. Q3 2023
- Shares held
- 103.8M
- +389.3K (+0.4%) vs. Q3 2023
- Total value
- $456.8M
- +$144.3M (+46.2%) vs. Q3 2023
- New holders
- 35
- 65 more added
- Sold out
- 16
- 74 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 10 | $44 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 33 | $145 | 0.00% | +33 | New |
| Parkside Financial Bank & Trust | 35 | $154 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 71 | $312 | 0.00% | +71 | New |
| Proequities, Inc. | 99 | $435 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 100 | $440 | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 108 | $475 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $484 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $541 | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 128 | $563 | 0.00% | +128 | New |
| Private Wealth Management Group, LLC | 132 | $581 | 0.00% | +132 | New |
| Montag A & Associates Inc | 166 | $731 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 179 | $788 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 198 | $871 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 202 | $891 | 0.00% | −415−67.3% | Reduced |
| Covestor Ltd | 271 | $1.00K | 0.00% | −44−14.0% | Reduced |
| GWM Advisors LLC | 236 | $1.04K | 0.00% | −1,000−80.9% | Reduced |
| Financial Avengers, Inc. | 391 | $1.72K | 0.00% | +5+1.3% | Added |
| Providence Capital Advisors, LLC | 408 | $1.79K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $1.83K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 427 | $1.88K | 0.00% | +427 | New |
| Centerpoint Advisors, LLC | 451 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 474 | $2.09K | 0.00% | −300−38.8% | Reduced |
| GAMMA Investing LLC | 516 | $2.12K | 0.00% | +516 | New |
| Harbor Investment Advisory, LLC | 593 | $2.61K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 606 | $2.67K | 0.00% | +606 | New |
| AdvisorNet Financial, Inc | 620 | $2.73K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 650 | $2.86K | 0.00% | +8+1.2% | Added |
| Caldwell Sutter Capital, Inc. | 750 | $3.30K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $4.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 960 | $4.22K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,000 | $4.30K | 0.00% | +1,000 | New |
| Global Retirement Partners, LLC | 1,174 | $4.83K | 0.00% | +1+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,200 | $5.28K | 0.00% | −707−37.1% | Reduced |
| Smartleaf Asset Management LLC | 1,225 | $5.34K | 0.00% | +1,225 | New |
| EverSource Wealth Advisors, LLC | 1,485 | $6.53K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,501 | $6.60K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,580 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,176 | $9.57K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,300 | $10.1K | 0.00% | +500+27.8% | Added |
| Bokf, NA | 2,511 | $11.0K | 0.00% | +181+7.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,550 | $11.2K | 0.00% | −213−7.7% | Reduced |
| US Bancorp | 3,498 | $15.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,502 | $15.4K | 0.00% | +3,502 | New |
| Versant Capital Management, Inc | 3,998 | $17.6K | 0.01% | −1,205−23.2% | Reduced |
| Nomura Asset Management Co Ltd | 4,500 | $19.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,119 | $22.5K | 0.00% | −602−10.5% | Reduced |
| CWM, LLC | 5,394 | $24.0K | 0.00% | −7,254−57.4% | Reduced |
| SYSTM Wealth Solutions LLC | 5,922 | $26.1K | 0.00% | +5,922 | New |
| National Bank of Canada | 7,000 | $30.4K | 0.00% | +7,000 | New |
| KBC Group NV | 7,003 | $31.0K | 0.00% | −1,763−20.1% | Reduced |
| Bessemer Group Inc | 7,118 | $31.0K | 0.00% | +7,118 | New |
| Metropolitan Life Insurance Co | 7,740 | $34.1K | 0.00% | −1,598−17.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 8,048 | $35.4K | 0.01% | +8,048 | New |
| Russell Investments Group, Ltd. | 8,535 | $37.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,500 | $37.4K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 8,935 | $39.3K | 0.00% | +1,363+18.0% | Added |
| Gabelli Funds LLC | 10,000 | $44.0K | 0.00% | 00.0% | Unchanged |
| Brave Asset Management Inc | 10,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,097 | $44.4K | 0.00% | −1,589−13.6% | Reduced |
| Xponance, Inc. | 10,306 | $45.3K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 10,500 | $46.2K | 0.00% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 10,542 | $46.4K | 0.00% | +123+1.2% | Added |
| Syon Capital LLC | 10,630 | $46.8K | 0.00% | 00.0% | Unchanged |
| David Loasby | 11,151 | $47.2K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,040 | $48.6K | 0.00% | +11,040 | New |
| Public Employees Retirement System of Ohio | 11,041 | $48.6K | 0.00% | −1,297−10.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,412 | $54.6K | 0.00% | +12,412 | New |
| Bank of Montreal | 13,008 | $57.4K | 0.00% | +1,000+8.3% | Added |
| Mariner, LLC | 13,277 | $58.4K | 0.00% | −8−0.1% | Reduced |
| Two Sigma Securities, LLC | 13,973 | $61.5K | 0.00% | +13,973 | New |
| Highlander Capital Management, LLC | 14,975 | $65.9K | 0.02% | +6,500+76.7% | Added |
| Meyer Handelman Co | 15,000 | $66.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 15,000 | $66.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 15,000 | $66.0K | 0.00% | +15,000 | New |
| CIBC Asset Management Inc | 15,342 | $67.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 15,381 | $67.7K | 0.00% | +383+2.6% | Added |
| Levin Capital Strategies, L.P. | 15,446 | $68.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,634 | $69.0K | 0.00% | −650−4.0% | Reduced |
| First Citizens Bank & Trust Co | 16,016 | $70.5K | 0.00% | +2,753+20.8% | Added |
| New Jersey Better Educational Savings Trust | 16,200 | $71.3K | 0.15% | 00.0% | Unchanged |
| WMS Partners, LLC | 16,750 | $73.7K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 17,312 | $76.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 17,315 | $76.2K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,894 | $78.7K | 0.00% | −608−3.3% | Reduced |
| NorthRock Partners, LLC | 19,321 | $85.0K | 0.00% | +19,321 | New |
| Camelot Portfolios, LLC | 20,000 | $88.0K | 0.05% | +5,000+33.3% | Added |
| Spark Investment Management LLC | 21,000 | $92.4K | 0.55% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 21,805 | $95.9K | 0.05% | −2,377−9.8% | Reduced |
| Investors Research Corp | 22,807 | $100.4K | 0.02% | −1,000−4.2% | Reduced |
| Baird Financial Group, Inc. | 24,255 | $106.7K | 0.00% | +24,255 | New |
| Tower Research Capital LLC (TRC) | 24,550 | $108.0K | 0.00% | +13,993+132.5% | Added |
| Prism Advisors, Inc. | 24,778 | $109.0K | 0.04% | +24,778 | New |
| Commonwealth Equity Services, LLC | 25,382 | $112.0K | 0.00% | +4,236+20.0% | Added |
| Mutual of America Capital Management LLC | 26,851 | $118.1K | 0.00% | +110.0% | Added |
| Amundi | 29,410 | $125.3K | 0.00% | +2,614+9.8% | Added |
| Public Employees Retirement Association of Colorado | 29,826 | $131.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 31,413 | $138.2K | 0.00% | −15,213−32.6% | Reduced |
| Wolverine Trading, LLC | 31,439 | $138.3K | 0.00% | −3,944−11.1% | Reduced |