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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 17,312 | $125.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 15,725 | $113.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15,545 | $112.5K | 0.00% | −66−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 15,131 | $110.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 15,183 | $109.9K | 0.00% | +15,183 | New |
| Meyer Handelman Co | 15,000 | $108.6K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 14,911 | $108.0K | 0.00% | −1,029−6.5% | Reduced |
| PharVision Advisers, LLC | 14,793 | $107.1K | 0.09% | +14,793 | New |
| Fifth Third Wealth Advisors LLC | 14,592 | $105.6K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 14,362 | $104.0K | 0.00% | −448−3.0% | Reduced |
| Xponance, Inc. | 14,283 | $103.4K | 0.00% | +3,837+36.7% | Added |
| Carnegie Lake Advisors LLC | 14,150 | $102.0K | 0.04% | −825−5.5% | Reduced |
| Russell Investments Group, Ltd. | 13,686 | $99.1K | 0.00% | −5,701−29.4% | Reduced |
| North Berkeley Wealth Management, LLC | 13,600 | $98.5K | 0.10% | +13,600 | New |
| Cerity Partners LLC | 12,680 | $91.2K | 0.00% | −1,253−9.0% | Reduced |
| NorthRock Partners, LLC | 12,002 | $86.9K | 0.00% | −1,792−13.0% | Reduced |
| Truvestments Capital LLC | 12,000 | $86.9K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 11,263 | $81.5K | 0.01% | +633+6.0% | Added |
| PFG Investments, LLC | 11,240 | $81.4K | 0.01% | −5,255−31.9% | Reduced |
| CIBC Asset Management Inc | 11,027 | $79.8K | 0.00% | −4,077−27.0% | Reduced |
| Evanson Asset Management, LLC | 10,923 | $79.1K | 0.01% | +70+0.6% | Added |
| State of Wyoming | 10,830 | $78.4K | 0.01% | −55,917−83.8% | Reduced |
| JustInvest LLC | 10,692 | $77.4K | 0.00% | +101+1.0% | Added |
| The PNC Financial Services Group, Inc. | 10,651 | $77.1K | 0.00% | −72−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,254 | $74.2K | 0.00% | −366−3.4% | Reduced |
| Oxford Asset Management LLP | 10,238 | $74.1K | 0.03% | −10,052−49.5% | Reduced |
| TrueMark Investments, LLC | 10,186 | $73.7K | 0.02% | −34,281−77.1% | Reduced |
| Equitable Holdings, Inc. | 10,110 | $73.2K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 10,000 | $72.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 8,500 | $61.5K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,664 | $48.2K | 0.00% | −1,382−17.2% | Reduced |
| CWM, LLC | 5,814 | $42.0K | 0.00% | −66−1.1% | Reduced |
| Smartleaf Asset Management LLC | 5,078 | $36.8K | 0.00% | +2,873+130.3% | Added |
| Meeder Asset Management Inc | 4,290 | $31.1K | 0.00% | +4,290 | New |
| Versant Capital Management, Inc | 3,716 | $26.9K | 0.01% | −282−7.1% | Reduced |
| US Bancorp | 3,498 | $25.3K | 0.00% | −500−12.5% | Reduced |
| Quarry LP | 3,493 | $25.3K | 0.00% | −4,826−58.0% | Reduced |
| GAMMA Investing LLC | 2,717 | $19.7K | 0.00% | +1,084+66.4% | Added |
| Huntington National Bank | 2,322 | $16.8K | 0.00% | +100+4.5% | Added |
| EverSource Wealth Advisors, LLC | 2,108 | $15.3K | 0.00% | +44+2.1% | Added |
| St Germain D J Co Inc | 2,091 | $15.1K | 0.00% | +2,091 | New |
| First Horizon Advisors, Inc. | 1,917 | $13.9K | 0.00% | −661−25.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,600 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,580 | $11.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,029 | $7.45K | 0.00% | +1,029 | New |
| Federation des caisses Desjardins du Quebec | 960 | $6.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 759 | $5.50K | 0.00% | +212+38.8% | Added |
| Ronald Blue Trust, Inc. | 744 | $5.39K | 0.00% | +574+337.6% | Added |
| Armstrong Advisory Group, Inc | 673 | $4.87K | 0.00% | +4+0.6% | Added |
| Global Retirement Partners, LLC | 637 | $4.61K | 0.00% | −540−45.9% | Reduced |
| Harbor Investment Advisory, LLC | 593 | $4.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 500 | $3.62K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 411 | $2.98K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 405 | $2.93K | 0.00% | +3+0.7% | Added |
| CBIZ Investment Advisory Services, LLC | 395 | $2.86K | 0.00% | +100+33.9% | Added |
| Crowley Wealth Management, Inc. | 300 | $2.17K | 0.00% | +300 | New |
| Umb Bank N A | 286 | $2.07K | 0.00% | −115−28.7% | Reduced |
| Cornerstone Planning Group LLC | 203 | $1.87K | 0.00% | +2+1.0% | Added |
| GWM Advisors LLC | 236 | $1.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 215 | $1.56K | 0.00% | +15+7.5% | Added |
| Walleye Capital LLC | 193 | $1.40K | 0.00% | −50,268−99.6% | Reduced |
| Grove Bank & Trust | 170 | $1.23K | 0.00% | +170 | New |
| Montag A & Associates Inc | 166 | $1.20K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 160 | $1.16K | 0.00% | +160 | New |
| Picton Mahoney Asset Management | 169 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 86 | $1.00K | 0.00% | +15+21.1% | Added |
| Private Wealth Management Group, LLC | 132 | $956 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 127 | $933 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $891 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $797 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $782 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 76 | $550 | 0.00% | +76 | New |
| Sound Income Strategies, LLC | 53 | $384 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 48 | $348 | 0.00% | −48−50.0% | Reduced |
| Larson Financial Group LLC | 36 | $261 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $254 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 33 | $239 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $188 | 0.00% | 0 | New |
| Coppell Advisory Solutions LLC | 10 | $72 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $35 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Performa Ltd (US), LLC | 20 | – | – | −65−76.5% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,013,637−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −181,719−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −144,390−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −89,352−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −77,836−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −75,815−100.0% | Sold out |
| American Assets Inc | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −38,445−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,608−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,445−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −24,165−100.0% | Sold out |
| Spark Investment Management LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −17,712−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −16,340−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |