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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 14,307 | $102.0K | 0.02% | +14,307 | New |
| Cerity Partners LLC | 13,933 | $99.3K | 0.00% | +13,933 | New |
| NorthRock Partners, LLC | 13,794 | $98.4K | 0.00% | −819−5.6% | Reduced |
| Aigen Investment Management, LP | 12,497 | $89.1K | 0.02% | −26,185−67.7% | Reduced |
| Truvestments Capital LLC | 12,000 | $85.6K | 0.02% | +12,000 | New |
| Mackenzie Financial Corp | 11,341 | $80.9K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 11,161 | $79.6K | 0.00% | +11,161 | New |
| Boothbay Fund Management, LLC | 10,899 | $77.7K | 0.00% | +10,899 | New |
| Evanson Asset Management, LLC | 10,853 | $77.4K | 0.01% | +82+0.8% | Added |
| The PNC Financial Services Group, Inc. | 10,723 | $76.5K | 0.00% | −462−4.1% | Reduced |
| Syon Capital LLC | 10,630 | $75.8K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,620 | $75.7K | 0.00% | +10,620 | New |
| JustInvest LLC | 10,591 | $75.5K | 0.00% | +10,591 | New |
| Xponance, Inc. | 10,446 | $74.5K | 0.00% | +348+3.4% | Added |
| Truist Financial Corp | 10,242 | $73.0K | 0.00% | +10,242 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,119 | $72.1K | 0.00% | +10,119 | New |
| Equitable Holdings, Inc. | 10,110 | $72.1K | 0.00% | +10,110 | New |
| Gabelli Funds LLC | 10,000 | $71.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,500 | $60.6K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 8,319 | $59.3K | 0.02% | +7,478+889.2% | Added |
| Public Employees Retirement System of Ohio | 8,046 | $57.4K | 0.00% | −1,626−16.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,650 | $54.5K | 0.00% | −24,007−75.8% | Reduced |
| Point72 (DIFC) Ltd | 6,800 | $48.5K | 0.00% | −4,605−40.4% | Reduced |
| Acadian Asset Management LLC | 6,595 | $46.0K | 0.00% | +6,595 | New |
| CWM, LLC | 5,880 | $42.0K | 0.00% | +414+7.6% | Added |
| 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 |
| Smithfield Trust Co | 3,200 | $23.0K | 0.00% | +3,200 | New |
| First Horizon Advisors, Inc. | 2,578 | $18.4K | 0.00% | −958−27.1% | Reduced |
| Huntington National Bank | 2,222 | $15.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,205 | $15.7K | 0.00% | +160+7.8% | Added |
| EverSource Wealth Advisors, LLC | 2,064 | $14.7K | 0.00% | +259+14.3% | Added |
| Bokf, NA | 2,000 | $13.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,633 | $11.6K | 0.00% | +1,139+230.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,600 | $11.4K | 0.00% | +1,600 | New |
| Hazlett, Burt & Watson, Inc. | 1,580 | $11.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,177 | $8.39K | 0.00% | +1+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,007 | $7.18K | 0.00% | +1,007 | New |
| Federation des caisses Desjardins du Quebec | 960 | $6.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $6.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 669 | $4.77K | 0.00% | +5+0.8% | Added |
| Harbor Investment Advisory, LLC | 593 | $4.23K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 547 | $3.90K | 0.00% | +55+11.2% | Added |
| Caldwell Sutter Capital, Inc. | 500 | $3.56K | 0.00% | −250−33.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 493 | $3.52K | 0.00% | +493 | New |
| Sterling Capital Management LLC | 453 | $3.23K | 0.00% | +453 | New |
| Centerpoint Advisors, LLC | 451 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $2.96K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 411 | $2.93K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 408 | $2.91K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 402 | $2.87K | 0.00% | +3+0.8% | Added |
| Umb Bank N A | 401 | $2.86K | 0.00% | +222+124.0% | Added |
| CBIZ Investment Advisory Services, LLC | 295 | $2.10K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 236 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 201 | $1.46K | 0.00% | +1+0.5% | Added |
| Rothschild Investment LLC | 200 | $1.43K | 0.00% | +115+135.3% | Added |
| Montag A & Associates Inc | 166 | $1.18K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 169 | $1.00K | 0.00% | +169 | New |
| Private Wealth Management Group, LLC | 132 | $942 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $903 | 0.00% | +1+0.8% | Added |
| Massmutual Trust Co FSB | 123 | $877 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $864 | 0.00% | +170 | New |
| DHJJ Financial Advisors, Ltd. | 110 | $785 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $770 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 99 | $705 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 96 | $684 | 0.00% | +96 | New |
| Capital Performance Advisors LLP | 71 | $506 | 0.00% | +71 | New |
| Sound Income Strategies, LLC | 53 | $378 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $257 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $250 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 33 | $235 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 15 | $107 | 0.00% | +15 | New |
| Coppell Advisory Solutions LLC | 10 | $71 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $34 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 71 | $0 | 0.00% | −50−41.3% | Reduced |
| Performa Ltd (US), LLC | 85 | – | – | +70+466.7% | Added |
| Whitefort Capital Management, LP | 0 | $0 | 0.00% | −373,500−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −152,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −128,344−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −121,958−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −87,920−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −57,486−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −47,924−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Prism Advisors, Inc. | 0 | $0 | 0.00% | −19,778−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,262−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,849−100.0% | Sold out |
| William Howard & Co Financial Advisors Inc | 0 | $0 | 0.00% | −12,461−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |