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, Q2 2024
Institutional positions in Pitney Bowes Inc as of Jun 30, 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
- 236
- −6 vs. Q1 2024
- Shares held
- 99.2M
- −84.6K (−0.1%) vs. Q1 2024
- Total value
- $504.0M
- +$74.3M (+17.3%) vs. Q1 2024
- New holders
- 27
- 86 more added
- Sold out
- 33
- 72 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 121 | $0 | 0.00% | +111+1,110.0% | Added |
| Clearstead Advisors, LLC | 5 | $24 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10 | $51 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 35 | $178 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $183 | 0.00% | +36 | New |
| Farther Finance Advisors, LLC | 33 | $196 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 53 | $269 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $432 | 0.00% | +55+183.3% | Added |
| Proequities, Inc. | 99 | $502 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $549 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $559 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $625 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 132 | $671 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 166 | $844 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 126 | $852 | 0.00% | +2+1.6% | Added |
| Umb Bank N A | 179 | $909 | 0.00% | −379−67.9% | Reduced |
| Innealta Capital, LLC | 181 | $919 | 0.00% | +181 | New |
| Cornerstone Planning Group LLC | 200 | $1.16K | 0.00% | +2+1.0% | Added |
| GWM Advisors LLC | 236 | $1.20K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 285 | $1.45K | 0.00% | +150+111.1% | Added |
| CBIZ Investment Advisory Services, LLC | 295 | $1.50K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 367 | $1.86K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 399 | $2.03K | 0.00% | +4+1.0% | Added |
| Providence Capital Advisors, LLC | 408 | $2.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 411 | $2.09K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $2.11K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 446 | $2.27K | 0.00% | −10,000−95.7% | Reduced |
| Nisa Investment Advisors, LLC | 492 | $2.50K | 0.00% | +108+28.1% | Added |
| GAMMA Investing LLC | 494 | $2.51K | 0.00% | +36+7.9% | Added |
| Harbor Investment Advisory, LLC | 593 | $3.01K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 664 | $3.37K | 0.00% | +14+2.2% | Added |
| Caldwell Sutter Capital, Inc. | 750 | $3.81K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 841 | $4.27K | 0.00% | +841 | New |
| Federation des caisses Desjardins du Quebec | 960 | $4.88K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,176 | $5.98K | 0.00% | +1+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,580 | $8.00K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,800 | $9.14K | 0.00% | +1,400+350.0% | Added |
| Walleye Trading LLC | 1,824 | $9.27K | 0.00% | +1,824 | New |
| Smartleaf Asset Management LLC | 2,045 | $10.0K | 0.00% | +820+66.9% | Added |
| Bokf, NA | 2,000 | $10.2K | 0.00% | −330−14.2% | Reduced |
| Canada Pension Plan Investment Board | 2,100 | $10.7K | 0.00% | +2,100 | New |
| Huntington National Bank | 2,222 | $11.3K | 0.00% | +46+2.1% | Added |
| EverSource Wealth Advisors, LLC | 1,805 | $11.9K | 0.00% | +320+21.5% | Added |
| Headlands Technologies LLC | 3,126 | $15.9K | 0.00% | +2,108+207.1% | Added |
| US Bancorp | 3,498 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,536 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,998 | $20.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 5,466 | $28.0K | 0.00% | +75+1.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,119 | $41.2K | 0.01% | −10,035−55.3% | Reduced |
| Barrett & Company, Inc. | 8,500 | $43.2K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 9,394 | $47.7K | 0.00% | +252+2.8% | Added |
| nVerses Capital, LLC | 9,400 | $47.8K | 0.03% | +9,400 | New |
| Public Employees Retirement System of Ohio | 9,672 | $49.1K | 0.00% | −1,168−10.8% | Reduced |
| Gabelli Funds LLC | 10,000 | $50.8K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 10,098 | $51.3K | 0.00% | −366−3.5% | Reduced |
| Syon Capital LLC | 10,630 | $54.0K | 0.00% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 10,771 | $54.7K | 0.00% | +100+0.9% | Added |
| The PNC Financial Services Group, Inc. | 11,185 | $56.8K | 0.00% | −18,830−62.7% | Reduced |
| Diametric Capital, LP | 11,277 | $57.3K | 0.03% | +11,277 | New |
| Mackenzie Financial Corp | 11,341 | $57.6K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 11,405 | $57.9K | 0.01% | +7,819+218.0% | Added |
| William Howard & Co Financial Advisors Inc | 12,461 | $63.0K | 0.06% | +556+4.7% | Added |
| NorthRock Partners, LLC | 14,613 | $74.2K | 0.00% | +724+5.2% | Added |
| Bank of Montreal | 14,708 | $75.5K | 0.00% | +900+6.5% | Added |
| Meyer Handelman Co | 15,000 | $76.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,217 | $76.8K | 0.00% | +2,159+16.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,189 | $77.2K | 0.00% | +2,054+15.6% | Added |
| Crossmark Global Holdings, Inc. | 15,392 | $78.0K | 0.00% | −162−1.0% | Reduced |
| Franklin Resources Inc | 15,382 | $78.1K | 0.00% | +117+0.8% | Added |
| CIBC Asset Management Inc | 15,600 | $79.2K | 0.00% | +258+1.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,849 | $80.5K | 0.00% | +15,849 | New |
| Royal Bank of Canada | 16,365 | $83.0K | 0.00% | +9,065+124.2% | Added |
| Fifth Third Bancorp | 16,648 | $84.6K | 0.00% | +16,174+3,412.2% | Added |
| Pictet Asset Management Holding SA | 17,312 | $87.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 17,315 | $88.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,262 | $88.0K | 0.01% | +17,262 | New |
| First Citizens Bank & Trust Co | 17,625 | $89.5K | 0.00% | +886+5.3% | Added |
| Raymond James & Associates | 17,997 | $91.4K | 0.00% | −8,852−33.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,673 | $94.9K | 0.00% | +1,766+10.4% | Added |
| AQR Capital Management LLC | 19,095 | $97.0K | 0.00% | +19,095 | New |
| Baird Financial Group, Inc. | 19,389 | $98.5K | 0.00% | +1,494+8.3% | Added |
| Prism Advisors, Inc. | 19,778 | $100.5K | 0.03% | −5,000−20.2% | Reduced |
| Camelot Portfolios, LLC | 20,000 | $101.6K | 0.06% | +20,000 | New |
| Gotham Asset Management, LLC | 20,574 | $104.5K | 0.00% | +20,574 | New |
| Spark Investment Management LLC | 21,000 | $106.7K | 0.64% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 21,113 | $107.3K | 0.00% | +21,113 | New |
| Investors Research Corp | 22,557 | $114.6K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 22,973 | $116.7K | 0.01% | +27+0.1% | Added |
| Commonwealth Equity Services, LLC | 24,699 | $125.0K | 0.00% | −958−3.7% | Reduced |
| XTX Topco Ltd | 25,103 | $127.5K | 0.01% | +25,103 | New |
| Mutual of America Capital Management LLC | 25,579 | $129.9K | 0.00% | −849−3.2% | Reduced |
| WMS Partners, LLC | 26,227 | $133.2K | 0.01% | +9,477+56.6% | Added |
| ProShare Advisors LLC | 26,624 | $135.3K | 0.00% | −8,276−23.7% | Reduced |
| State of Wyoming | 27,042 | $137.4K | 0.02% | −41,036−60.3% | Reduced |
| Crumly & Associates Inc. | 29,846 | $151.6K | 0.04% | −108,859−78.5% | Reduced |
| Public Employees Retirement Association of Colorado | 29,826 | $152.0K | 0.00% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 31,434 | $159.7K | 0.10% | −9,150−22.5% | Reduced |
| Tower Research Capital LLC (TRC) | 31,657 | $160.8K | 0.00% | +24,422+337.6% | Added |