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, Q3 2024
Institutional positions in Pitney Bowes Inc as of Sep 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
- 276
- +42 vs. Q2 2024
- Shares held
- 106.2M
- +24.1M (+29.3%) vs. Q2 2024
- Total value
- $757.4M
- +$340.2M (+81.5%) vs. Q2 2024
- New holders
- 59
- 90 more added
- Sold out
- 17
- 77 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 71 | $0 | 0.00% | −50−41.3% | Reduced |
| Clearstead Advisors, LLC | 5 | $34 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10 | $71 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 15 | $107 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 33 | $235 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $250 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $257 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 53 | $378 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 71 | $506 | 0.00% | +71 | New |
| CoreCap Advisors, LLC | 96 | $684 | 0.00% | +96 | New |
| Proequities, Inc. | 99 | $705 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $770 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $785 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $864 | 0.00% | +170 | New |
| Massmutual Trust Co FSB | 123 | $877 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $903 | 0.00% | +1+0.8% | Added |
| Private Wealth Management Group, LLC | 132 | $942 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 169 | $1.00K | 0.00% | +169 | New |
| Montag A & Associates Inc | 166 | $1.18K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $1.43K | 0.00% | +115+135.3% | Added |
| Cornerstone Planning Group LLC | 201 | $1.46K | 0.00% | +1+0.5% | Added |
| GWM Advisors LLC | 236 | $1.68K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 295 | $2.10K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 401 | $2.86K | 0.00% | +222+124.0% | Added |
| Financial Avengers, Inc. | 402 | $2.87K | 0.00% | +3+0.8% | Added |
| Providence Capital Advisors, LLC | 408 | $2.91K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 411 | $2.93K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $2.96K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 453 | $3.23K | 0.00% | +453 | New |
| Allspring Global Investments Holdings, LLC | 493 | $3.52K | 0.00% | +493 | New |
| Caldwell Sutter Capital, Inc. | 500 | $3.56K | 0.00% | −250−33.3% | Reduced |
| Nisa Investment Advisors, LLC | 547 | $3.90K | 0.00% | +55+11.2% | Added |
| Harbor Investment Advisory, LLC | 593 | $4.23K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 669 | $4.77K | 0.00% | +5+0.8% | Added |
| Capital Advisors, Ltd. LLC | 800 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 960 | $6.84K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,007 | $7.18K | 0.00% | +1,007 | New |
| Global Retirement Partners, LLC | 1,177 | $8.39K | 0.00% | +1+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,580 | $11.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,600 | $11.4K | 0.00% | +1,600 | New |
| GAMMA Investing LLC | 1,633 | $11.6K | 0.00% | +1,139+230.6% | Added |
| Bokf, NA | 2,000 | $13.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,064 | $14.7K | 0.00% | +259+14.3% | Added |
| Smartleaf Asset Management LLC | 2,205 | $15.7K | 0.00% | +160+7.8% | Added |
| Huntington National Bank | 2,222 | $15.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,578 | $18.4K | 0.00% | −958−27.1% | Reduced |
| Smithfield Trust Co | 3,200 | $23.0K | 0.00% | +3,200 | New |
| Versant Capital Management, Inc | 3,998 | $28.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,998 | $28.5K | 0.00% | +500+14.3% | Added |
| CWM, LLC | 5,880 | $42.0K | 0.00% | +414+7.6% | Added |
| Acadian Asset Management LLC | 6,595 | $46.0K | 0.00% | +6,595 | New |
| Point72 (DIFC) Ltd | 6,800 | $48.5K | 0.00% | −4,605−40.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,650 | $54.5K | 0.00% | −24,007−75.8% | Reduced |
| Public Employees Retirement System of Ohio | 8,046 | $57.4K | 0.00% | −1,626−16.8% | Reduced |
| Quarry LP | 8,319 | $59.3K | 0.02% | +7,478+889.2% | Added |
| Barrett & Company, Inc. | 8,500 | $60.6K | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,000 | $71.3K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,110 | $72.1K | 0.00% | +10,110 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,119 | $72.1K | 0.00% | +10,119 | New |
| Truist Financial Corp | 10,242 | $73.0K | 0.00% | +10,242 | New |
| Xponance, Inc. | 10,446 | $74.5K | 0.00% | +348+3.4% | Added |
| JustInvest LLC | 10,591 | $75.5K | 0.00% | +10,591 | New |
| Stratos Wealth Partners, LTD. | 10,620 | $75.7K | 0.00% | +10,620 | New |
| Syon Capital LLC | 10,630 | $75.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,723 | $76.5K | 0.00% | −462−4.1% | Reduced |
| Evanson Asset Management, LLC | 10,853 | $77.4K | 0.01% | +82+0.8% | Added |
| Boothbay Fund Management, LLC | 10,899 | $77.7K | 0.00% | +10,899 | New |
| SEI Investments Co | 11,161 | $79.6K | 0.00% | +11,161 | New |
| Mackenzie Financial Corp | 11,341 | $80.9K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12,000 | $85.6K | 0.02% | +12,000 | New |
| Aigen Investment Management, LP | 12,497 | $89.1K | 0.02% | −26,185−67.7% | Reduced |
| NorthRock Partners, LLC | 13,794 | $98.4K | 0.00% | −819−5.6% | Reduced |
| Cerity Partners LLC | 13,933 | $99.3K | 0.00% | +13,933 | New |
| Fox Run Management, L.L.C. | 14,307 | $102.0K | 0.02% | +14,307 | New |
| Fifth Third Wealth Advisors LLC | 14,592 | $104.0K | 0.01% | +14,592 | New |
| Mariner, LLC | 14,810 | $105.6K | 0.00% | −407−2.7% | Reduced |
| Meyer Handelman Co | 15,000 | $107.0K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 15,000 | $107.0K | 0.05% | +5,600+59.6% | Added |
| Carnegie Lake Advisors LLC | 14,975 | $107.0K | 0.04% | +14,975 | New |
| CIBC Asset Management Inc | 15,104 | $107.7K | 0.00% | −496−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 15,131 | $108.0K | 0.00% | −261−1.7% | Reduced |
| Fifth Third Bancorp | 15,611 | $111.3K | 0.00% | −1,037−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 15,725 | $112.1K | 0.00% | −1,590−9.2% | Reduced |
| Baird Financial Group, Inc. | 15,940 | $113.7K | 0.00% | −3,449−17.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,122 | $115.0K | 0.00% | +933+6.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 16,340 | $116.5K | 0.02% | +8,221+101.3% | Added |
| PFG Investments, LLC | 16,495 | $117.6K | 0.01% | −6,478−28.2% | Reduced |
| James J. Burns & Company, LLC | 16,950 | $121.0K | 0.02% | +16,950 | New |
| Pictet Asset Management Holding SA | 17,312 | $123.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,712 | $126.3K | 0.00% | +17,712 | New |
| First Citizens Bank & Trust Co | 18,657 | $133.0K | 0.00% | +1,032+5.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,794 | $134.0K | 0.00% | +121+0.6% | Added |
| Russell Investments Group, Ltd. | 19,387 | $138.2K | 0.00% | +19,102+6,702.5% | Added |
| Fiducient Advisors LLC | 20,000 | $142.6K | 0.02% | +20,000 | New |
| Oxford Asset Management LLP | 20,290 | $144.7K | 0.12% | +20,290 | New |
| Spark Investment Management LLC | 21,000 | $149.7K | 0.86% | 00.0% | Unchanged |
| Scotia Capital Inc. | 21,336 | $152.1K | 0.00% | +21,336 | New |
| Investors Research Corp | 22,557 | $160.8K | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 23,489 | $167.5K | 0.00% | −2,090−8.2% | Reduced |