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 2024
Institutional positions in Pitney Bowes Inc as of Mar 31, 2024. 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
- 246
- +10 vs. Q4 2023
- Shares held
- 99.9M
- −3.88M (−3.7%) vs. Q4 2023
- Total value
- $432.5M
- −$24.3M (−5.3%) vs. Q4 2023
- New holders
- 37
- 57 more added
- Sold out
- 27
- 90 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −261−96.3% | Reduced |
| Clearstead Advisors, LLC | 5 | $25 | 0.00% | +5 | New |
| Rothschild Investment LLC | 30 | $130 | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 33 | $140 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $147 | 0.00% | +34 | New |
| Parkside Financial Bank & Trust | 35 | $152 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 53 | $229 | 0.00% | −1,448−96.5% | Reduced |
| CoreCap Advisors, LLC | 96 | $416 | 0.00% | +96 | New |
| Proequities, Inc. | 99 | $428 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $468 | 0.00% | 00.0% | Unchanged |
| Motco | 110 | $476 | 0.00% | +110 | New |
| DHJJ Financial Advisors, Ltd. | 110 | $477 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $533 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 124 | $540 | 0.00% | −78−38.6% | Reduced |
| Private Wealth Management Group, LLC | 132 | $572 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 135 | $585 | 0.00% | −8,400−98.4% | Reduced |
| Montag A & Associates Inc | 166 | $719 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 234 | $1.00K | 0.00% | −163,572−99.9% | Reduced |
| GWM Advisors LLC | 236 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 198 | $1.04K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 295 | $1.28K | 0.00% | +295 | New |
| Country Trust Bank | 367 | $1.59K | 0.00% | +367 | New |
| Nisa Investment Advisors, LLC | 384 | $1.66K | 0.00% | +205+114.5% | Added |
| Financial Avengers, Inc. | 395 | $1.67K | 0.00% | +4+1.0% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $1.73K | 0.00% | +400 | New |
| Providence Capital Advisors, LLC | 408 | $1.77K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 411 | $1.78K | 0.00% | −209−33.7% | Reduced |
| Mascoma Wealth Management LLC | 415 | $1.80K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 458 | $1.98K | 0.00% | −58−11.2% | Reduced |
| Centerpoint Advisors, LLC | 451 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 474 | $2.05K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 558 | $2.42K | 0.00% | −1,742−75.7% | Reduced |
| Harbor Investment Advisory, LLC | 593 | $2.57K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 650 | $2.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 750 | $3.25K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 960 | $4.16K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 526 | $4.28K | 0.00% | +467+791.5% | Added |
| Headlands Technologies LLC | 1,018 | $4.41K | 0.00% | +890+695.3% | Added |
| WR Wealth Planners, LLC | 1,123 | $4.86K | 0.00% | +1,123 | New |
| Global Retirement Partners, LLC | 1,175 | $5.09K | 0.00% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 1,225 | $5.37K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,570 | $6.00K | 0.00% | +1,570 | New |
| Cullen/Frost Bankers, Inc. | 1,434 | $6.21K | 0.00% | +1,434 | New |
| EverSource Wealth Advisors, LLC | 1,485 | $6.33K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,580 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,102 | $9.00K | 0.00% | +2,102 | New |
| Huntington National Bank | 2,176 | $9.42K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,330 | $9.86K | 0.00% | −181−7.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,550 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,498 | $15.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,536 | $15.3K | 0.00% | −1,583−30.9% | Reduced |
| Point72 (DIFC) Ltd | 3,586 | $15.5K | 0.00% | +3,586 | New |
| Versant Capital Management, Inc | 3,998 | $17.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,391 | $23.0K | 0.00% | −3−0.1% | Reduced |
| KBC Group NV | 7,003 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,235 | $31.3K | 0.00% | −17,315−70.5% | Reduced |
| Royal Bank of Canada | 7,300 | $32.0K | 0.00% | −67,956−90.3% | Reduced |
| Metropolitan Life Insurance Co | 7,653 | $33.1K | 0.00% | −87−1.1% | Reduced |
| Barrett & Company, Inc. | 8,500 | $36.8K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 9,142 | $39.6K | 0.00% | +207+2.3% | Added |
| Gabelli Funds LLC | 10,000 | $43.3K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 10,446 | $45.2K | 0.00% | −5,000−32.4% | Reduced |
| Xponance, Inc. | 10,464 | $45.3K | 0.00% | +158+1.5% | Added |
| Regal Investment Advisors LLC | 10,500 | $45.5K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 10,630 | $46.0K | 0.00% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 10,671 | $46.2K | 0.00% | +129+1.2% | Added |
| Public Employees Retirement System of Ohio | 10,840 | $46.9K | 0.00% | −201−1.8% | Reduced |
| Mackenzie Financial Corp | 11,341 | $49.1K | 0.00% | −80,674−87.7% | Reduced |
| William Howard & Co Financial Advisors Inc | 11,905 | $52.0K | 0.05% | +11,905 | New |
| Mariner, LLC | 13,058 | $56.5K | 0.00% | −219−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,135 | $56.9K | 0.00% | +723+5.8% | Added |
| JustInvest LLC | 13,231 | $57.3K | 0.00% | +13,231 | New |
| Cerity Partners LLC | 13,713 | $59.4K | 0.00% | +13,713 | New |
| NorthRock Partners, LLC | 13,889 | $60.1K | 0.00% | −5,432−28.1% | Reduced |
| Bank of Montreal | 13,808 | $61.1K | 0.00% | +800+6.2% | Added |
| Kestra Advisory Services, LLC | 14,621 | $63.3K | 0.00% | +14,621 | New |
| Highlander Capital Management, LLC | 14,975 | $64.8K | 0.02% | 00.0% | Unchanged |
| Meyer Handelman Co | 15,000 | $65.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 15,000 | $65.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 15,265 | $66.1K | 0.00% | −116−0.8% | Reduced |
| CIBC Asset Management Inc | 15,342 | $66.4K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,554 | $67.0K | 0.00% | −80−0.5% | Reduced |
| New Jersey Better Educational Savings Trust | 16,200 | $70.1K | 0.13% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 16,739 | $72.5K | 0.00% | +723+4.5% | Added |
| WMS Partners, LLC | 16,750 | $72.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 16,907 | $73.2K | 0.00% | +16,907 | New |
| Pictet Asset Management Holding SA | 17,312 | $75.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 17,315 | $75.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,754 | $76.9K | 0.00% | −140−0.8% | Reduced |
| Baird Financial Group, Inc. | 17,895 | $77.5K | 0.00% | −6,360−26.2% | Reduced |
| Two Sigma Securities, LLC | 17,969 | $77.8K | 0.00% | +3,996+28.6% | Added |
| Wolverine Trading, LLC | 17,983 | $77.9K | 0.00% | −13,456−42.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 18,154 | $78.6K | 0.02% | +10,106+125.6% | Added |
| Aquatic Capital Management LLC | 18,200 | $78.8K | 0.00% | +18,200 | New |
| Spark Investment Management LLC | 21,000 | $90.9K | 0.50% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,957 | $95.1K | 0.00% | −46,914−68.1% | Reduced |
| Investors Research Corp | 22,557 | $97.7K | 0.02% | −250−1.1% | Reduced |
| Inceptionr LLC | 22,833 | $98.9K | 0.03% | +22,833 | New |
| PFG Investments, LLC | 22,946 | $99.4K | 0.01% | +22,946 | New |