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, Q4 2024
Institutional positions in Pitney Bowes Inc as of Dec 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
- 285
- +12 vs. Q3 2024
- Shares held
- 125.6M
- +19.9M (+18.9%) vs. Q3 2024
- Total value
- $909.8M
- +$156.2M (+20.7%) vs. Q3 2024
- New holders
- 39
- 99 more added
- Sold out
- 27
- 91 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RE Dickinson Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 5 | $35 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10 | $72 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $188 | 0.00% | 0 | New |
| Farther Finance Advisors, LLC | 33 | $239 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $254 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $261 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 48 | $348 | 0.00% | −48−50.0% | Reduced |
| Sound Income Strategies, LLC | 53 | $384 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 76 | $550 | 0.00% | +76 | New |
| Farmers & Merchants Investments Inc | 108 | $782 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $797 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $891 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $933 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 132 | $956 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 86 | $1.00K | 0.00% | +15+21.1% | Added |
| R Squared Ltd | 160 | $1.16K | 0.00% | +160 | New |
| Montag A & Associates Inc | 166 | $1.20K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 170 | $1.23K | 0.00% | +170 | New |
| Walleye Capital LLC | 193 | $1.40K | 0.00% | −50,268−99.6% | Reduced |
| Rothschild Investment LLC | 215 | $1.56K | 0.00% | +15+7.5% | Added |
| GWM Advisors LLC | 236 | $1.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 203 | $1.87K | 0.00% | +2+1.0% | Added |
| Umb Bank N A | 286 | $2.07K | 0.00% | −115−28.7% | Reduced |
| Crowley Wealth Management, Inc. | 300 | $2.17K | 0.00% | +300 | New |
| CBIZ Investment Advisory Services, LLC | 395 | $2.86K | 0.00% | +100+33.9% | Added |
| Financial Avengers, Inc. | 405 | $2.93K | 0.00% | +3+0.7% | Added |
| AdvisorNet Financial, Inc | 411 | $2.98K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 500 | $3.62K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 593 | $4.29K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 637 | $4.61K | 0.00% | −540−45.9% | Reduced |
| Armstrong Advisory Group, Inc | 673 | $4.87K | 0.00% | +4+0.6% | Added |
| Ronald Blue Trust, Inc. | 744 | $5.39K | 0.00% | +574+337.6% | Added |
| Nisa Investment Advisors, LLC | 759 | $5.50K | 0.00% | +212+38.8% | Added |
| Capital Advisors, Ltd. LLC | 800 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 960 | $6.95K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,029 | $7.45K | 0.00% | +1,029 | New |
| Hazlett, Burt & Watson, Inc. | 1,580 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,600 | $11.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,917 | $13.9K | 0.00% | −661−25.6% | Reduced |
| St Germain D J Co Inc | 2,091 | $15.1K | 0.00% | +2,091 | New |
| EverSource Wealth Advisors, LLC | 2,108 | $15.3K | 0.00% | +44+2.1% | Added |
| Huntington National Bank | 2,322 | $16.8K | 0.00% | +100+4.5% | Added |
| GAMMA Investing LLC | 2,717 | $19.7K | 0.00% | +1,084+66.4% | Added |
| Quarry LP | 3,493 | $25.3K | 0.00% | −4,826−58.0% | Reduced |
| US Bancorp | 3,498 | $25.3K | 0.00% | −500−12.5% | Reduced |
| Versant Capital Management, Inc | 3,716 | $26.9K | 0.01% | −282−7.1% | Reduced |
| Meeder Asset Management Inc | 4,290 | $31.1K | 0.00% | +4,290 | New |
| Smartleaf Asset Management LLC | 5,078 | $36.8K | 0.00% | +2,873+130.3% | Added |
| CWM, LLC | 5,814 | $42.0K | 0.00% | −66−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 6,664 | $48.2K | 0.00% | −1,382−17.2% | Reduced |
| Barrett & Company, Inc. | 8,500 | $61.5K | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,000 | $72.4K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,110 | $73.2K | 0.00% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 10,186 | $73.7K | 0.02% | −34,281−77.1% | Reduced |
| Oxford Asset Management LLP | 10,238 | $74.1K | 0.03% | −10,052−49.5% | Reduced |
| Stratos Wealth Partners, LTD. | 10,254 | $74.2K | 0.00% | −366−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 10,651 | $77.1K | 0.00% | −72−0.7% | Reduced |
| JustInvest LLC | 10,692 | $77.4K | 0.00% | +101+1.0% | Added |
| State of Wyoming | 10,830 | $78.4K | 0.01% | −55,917−83.8% | Reduced |
| Evanson Asset Management, LLC | 10,923 | $79.1K | 0.01% | +70+0.6% | Added |
| CIBC Asset Management Inc | 11,027 | $79.8K | 0.00% | −4,077−27.0% | Reduced |
| PFG Investments, LLC | 11,240 | $81.4K | 0.01% | −5,255−31.9% | Reduced |
| Syon Capital LLC | 11,263 | $81.5K | 0.01% | +633+6.0% | Added |
| Truvestments Capital LLC | 12,000 | $86.9K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,002 | $86.9K | 0.00% | −1,792−13.0% | Reduced |
| Cerity Partners LLC | 12,680 | $91.2K | 0.00% | −1,253−9.0% | Reduced |
| North Berkeley Wealth Management, LLC | 13,600 | $98.5K | 0.10% | +13,600 | New |
| Russell Investments Group, Ltd. | 13,686 | $99.1K | 0.00% | −5,701−29.4% | Reduced |
| Carnegie Lake Advisors LLC | 14,150 | $102.0K | 0.04% | −825−5.5% | Reduced |
| Xponance, Inc. | 14,283 | $103.4K | 0.00% | +3,837+36.7% | Added |
| Mariner, LLC | 14,362 | $104.0K | 0.00% | −448−3.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,592 | $105.6K | 0.01% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 14,793 | $107.1K | 0.09% | +14,793 | New |
| Baird Financial Group, Inc. | 14,911 | $108.0K | 0.00% | −1,029−6.5% | Reduced |
| Meyer Handelman Co | 15,000 | $108.6K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 15,183 | $109.9K | 0.00% | +15,183 | New |
| Crossmark Global Holdings, Inc. | 15,131 | $110.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15,545 | $112.5K | 0.00% | −66−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 15,725 | $113.8K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 17,312 | $125.3K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,932 | $129.8K | 0.00% | +17,932 | New |
| Envestnet Portfolio Solutions, Inc. | 18,000 | $130.3K | 0.00% | +1,878+11.6% | Added |
| SG Americas Securities, LLC | 18,348 | $133.0K | 0.00% | −6,571−26.4% | Reduced |
| James J. Burns & Company, LLC | 18,587 | $135.0K | 0.02% | +1,637+9.7% | Added |
| Bridgefront Capital, LLC | 19,086 | $138.2K | 0.05% | +19,086 | New |
| Fiducient Advisors LLC | 20,000 | $144.8K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 20,447 | $148.0K | 0.00% | +20,447 | New |
| First Citizens Bank & Trust Co | 20,677 | $149.7K | 0.00% | +2,020+10.8% | Added |
| Scotia Capital Inc. | 20,931 | $151.5K | 0.00% | −405−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,300 | $154.2K | 0.00% | +21,300 | New |
| Investors Research Corp | 22,557 | $163.3K | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 22,640 | $164.0K | 0.01% | −15,620−40.8% | Reduced |
| Royal Bank of Canada | 22,720 | $164.0K | 0.00% | −1,470−6.1% | Reduced |
| Mutual of America Capital Management LLC | 23,945 | $173.4K | 0.00% | +456+1.9% | Added |
| SEI Investments Co | 24,167 | $175.0K | 0.00% | +13,006+116.5% | Added |
| Wolverine Trading, LLC | 24,218 | $175.3K | 0.00% | −22,628−48.3% | Reduced |