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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,485 | $6.33K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,434 | $6.21K | 0.00% | +1,434 | New |
| Cutler Group LP | 1,570 | $6.00K | 0.00% | +1,570 | New |
| Smartleaf Asset Management LLC | 1,225 | $5.37K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,175 | $5.09K | 0.00% | +1+0.1% | Added |
| WR Wealth Planners, LLC | 1,123 | $4.86K | 0.00% | +1,123 | New |
| Headlands Technologies LLC | 1,018 | $4.41K | 0.00% | +890+695.3% | Added |
| Performa Ltd (US), LLC | 526 | $4.28K | 0.00% | +467+791.5% | Added |
| Federation des caisses Desjardins du Quebec | 960 | $4.16K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 750 | $3.25K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $3.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 650 | $2.86K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 593 | $2.57K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 558 | $2.42K | 0.00% | −1,742−75.7% | Reduced |
| Fifth Third Bancorp | 474 | $2.05K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 458 | $1.98K | 0.00% | −58−11.2% | Reduced |
| Mascoma Wealth Management LLC | 415 | $1.80K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 411 | $1.78K | 0.00% | −209−33.7% | Reduced |
| Providence Capital Advisors, LLC | 408 | $1.77K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $1.73K | 0.00% | +400 | New |
| Financial Avengers, Inc. | 395 | $1.67K | 0.00% | +4+1.0% | Added |
| Nisa Investment Advisors, LLC | 384 | $1.66K | 0.00% | +205+114.5% | Added |
| Country Trust Bank | 367 | $1.59K | 0.00% | +367 | New |
| CBIZ Investment Advisory Services, LLC | 295 | $1.28K | 0.00% | +295 | New |
| Cornerstone Planning Group LLC | 198 | $1.04K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 236 | $1.02K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 234 | $1.00K | 0.00% | −163,572−99.9% | Reduced |
| Montag A & Associates Inc | 166 | $719 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 135 | $585 | 0.00% | −8,400−98.4% | Reduced |
| Private Wealth Management Group, LLC | 132 | $572 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 124 | $540 | 0.00% | −78−38.6% | Reduced |
| Massmutual Trust Co FSB | 123 | $533 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $477 | 0.00% | 00.0% | Unchanged |
| Motco | 110 | $476 | 0.00% | +110 | New |
| Farmers & Merchants Investments Inc | 108 | $468 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 99 | $428 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 96 | $416 | 0.00% | +96 | New |
| Sound Income Strategies, LLC | 53 | $229 | 0.00% | −1,448−96.5% | Reduced |
| Parkside Financial Bank & Trust | 35 | $152 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $147 | 0.00% | +34 | New |
| Farther Finance Advisors, LLC | 33 | $140 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $130 | 0.00% | +30 | New |
| Clearstead Advisors, LLC | 5 | $25 | 0.00% | +5 | New |
| Covestor Ltd | 10 | $0 | 0.00% | −261−96.3% | Reduced |
| SageView Advisory Group, LLC | 13,201 | – | – | +13,201 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −1,738,793−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −503,953−100.0% | Sold out |
| Black Creek Investment Management Inc. | 0 | $0 | 0.00% | −228,000−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −109,414−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −55,039−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −52,373−100.0% | Sold out |
| SMH Capital Advisors Inc | 0 | $0 | 0.00% | −47,154−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −47,154−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −37,176−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −21,805−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −11,040−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −11,151−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,097−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −7,118−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −5,922−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |