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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.

Institutional holdersQ4 2023: 238 institutions
Q1 2021: 250 institutionsQ2 2021: 250 institutionsQ3 2021: 265 institutionsQ4 2021: 263 institutionsQ1 2022: 259 institutionsQ2 2022: 272 institutionsQ3 2022: 264 institutionsQ4 2022: 269 institutionsQ1 2023: 261 institutionsQ2 2023: 235 institutionsQ3 2023: 223 institutionsQ4 2023: 238 institutionsQ1 2024: 246 institutionsQ2 2024: 236 institutionsQ3 2024: 276 institutionsQ4 2024: 285 institutionsQ1 2025: 315 institutionsQ2 2025: 318 institutionsQ3 2025: 320 institutionsQ4 2025: 328 institutionsQ1 2026: 322 institutionsQ2 2026: 350 institutions
Value heldQ4 2023: $456.8M
Q1 2021: $937.0MQ2 2021: $1.01BQ3 2021: $832.5MQ4 2021: $763.5MQ1 2022: $598.9MQ2 2022: $422.0MQ3 2022: $262.3MQ4 2022: $421.2MQ1 2023: $424.3MQ2 2023: $385.4MQ3 2023: $315.2MQ4 2023: $456.8MQ1 2024: $432.5MQ2 2024: $504.0MQ3 2024: $757.4MQ4 2024: $909.8MQ1 2025: $1.14BQ2 2025: $1.40BQ3 2025: $1.51BQ4 2025: $1.33BQ1 2026: $1.33BQ2 2026: $2.13B
Institutions holding PBI and their total value by quarter
QuarterHoldersValue
Q2 2026350$2.13B
Q1 2026322$1.33B
Q4 2025328$1.33B
Q3 2025320$1.51B
Q2 2025318$1.40B
Q1 2025315$1.14B
Q4 2024285$909.8M
Q3 2024276$757.4M
Q2 2024236$504.0M
Q1 2024246$432.5M
Q4 2023238$456.8M
Q3 2023223$315.2M
Q2 2023235$385.4M
Q1 2023261$424.3M
Q4 2022269$421.2M
Q3 2022264$262.3M
Q2 2022272$422.0M
Q1 2022259$598.9M
Q4 2021263$763.5M
Q3 2021265$832.5M
Q2 2021250$1.01B
Q1 2021250$937.0M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q3 2023.

Institutions holding PBI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sound Income Strategies, LLC1,501$6.60K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC1,485$6.53K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,225$5.34K0.00%+1,225New
Northwestern Mutual Wealth Management Co1,200$5.28K0.00%−707−37.1%Reduced
Global Retirement Partners, LLC1,174$4.83K0.00%+1+0.1%Added
Byrne Asset Management LLC1,000$4.30K0.00%+1,000New
Federation des caisses Desjardins du Quebec960$4.22K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC800$4.00K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.750$3.30K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc650$2.86K0.00%+8+1.2%Added
AdvisorNet Financial, Inc620$2.73K0.00%00.0%Unchanged
Baystate Wealth Management LLC606$2.67K0.00%+606New
Harbor Investment Advisory, LLC593$2.61K0.00%00.0%Unchanged
GAMMA Investing LLC516$2.12K0.00%+516New
Fifth Third Bancorp474$2.09K0.00%−300−38.8%Reduced
Centerpoint Advisors, LLC451$2.00K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners427$1.88K0.00%+427New
Mascoma Wealth Management LLC415$1.83K0.00%00.0%Unchanged
Providence Capital Advisors, LLC408$1.79K0.00%00.0%Unchanged
Financial Avengers, Inc.391$1.72K0.00%+5+1.3%Added
GWM Advisors LLC236$1.04K0.00%−1,000−80.9%Reduced
Covestor Ltd271$1.00K0.00%−44−14.0%Reduced
Allworth Financial LP202$8910.00%−415−67.3%Reduced
Cornerstone Planning Group LLC198$8710.00%00.0%Unchanged
Nisa Investment Advisors, LLC179$7880.00%00.0%Unchanged
Montag A & Associates Inc166$7310.00%00.0%Unchanged
Private Wealth Management Group, LLC132$5810.00%+132New
Headlands Technologies LLC128$5630.00%+128New
Massmutual Trust Co FSB123$5410.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.110$4840.00%00.0%Unchanged
Farmers & Merchants Investments Inc108$4750.00%00.0%Unchanged
Quantbot Technologies LP100$4400.00%+100New
Proequities, Inc.99$4350.00%00.0%Unchanged
Pineridge Advisors LLC71$3120.00%+71New
Parkside Financial Bank & Trust35$1540.00%00.0%Unchanged
Farther Finance Advisors, LLC33$1450.00%+33New
Coppell Advisory Solutions LLC10$440.00%00.0%Unchanged
Performa Ltd (US), LLC59––−2,761−97.9%Reduced
Gsa Capital Partners LLP0$00.00%−378,503−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−256,000−100.0%Sold out
Putnam Investments LLC0$00.00%−220,725−100.0%Sold out
Glenmede Trust Co NA0$00.00%−129,326−100.0%Sold out
HRT Financial LP0$00.00%−123,612−100.0%Sold out
Squarepoint Ops LLC0$00.00%−86,739−100.0%Sold out
Aristeia Capital LLC0$00.00%−52,324−100.0%Sold out
Aaron Wealth Advisors0$00.00%−20,000−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−18,616−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−16,830−100.0%Sold out
Guggenheim Capital LLC0$00.00%−14,404−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−12,888−100.0%Sold out
CenterBook Partners LP0$00.00%−10,890−100.0%Sold out
Sage Rhino Capital LLC0$00.00%−10,117−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−1,096−100.0%Sold out
Motco0$00.00%−145−100.0%Sold out
Anqa Management LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
SBB Research Group LLC––––Not filed
Advisor Partners II, LLC––––Not filed