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, Q1 2025
Institutional positions in Pitney Bowes Inc as of Mar 31, 2025. 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
- 315
- +34 vs. Q4 2024
- Shares held
- 125.7M
- +899.9K (+0.7%) vs. Q4 2024
- Total value
- $1.14B
- +$234.1M (+25.9%) vs. Q4 2024
- New holders
- 67
- 88 more added
- Sold out
- 33
- 109 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 5 | $44 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $200 | 0.00% | +22 | New |
| IFP Advisors, Inc | 0 | $235 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 36 | $326 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $362 | 0.00% | +40 | New |
| CoreCap Advisors, LLC | 48 | $434 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 53 | $480 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 53 | $480 | 0.00% | +53 | New |
| Aspect Partners, LLC | 55 | $498 | 0.00% | +55 | New |
| Farther Finance Advisors, LLC | 76 | $687 | 0.00% | +43+130.3% | Added |
| Parkside Financial Bank & Trust | 105 | $951 | 0.00% | +70+200.0% | Added |
| Farmers & Merchants Investments Inc | 108 | $977 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $996 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 81 | $1.00K | 0.00% | −5−5.8% | Reduced |
| Bessemer Group Inc | 135 | $1.00K | 0.00% | +135 | New |
| Hantz Financial Services, Inc. | 112 | $1.00K | 0.00% | +112 | New |
| Grove Bank & Trust | 113 | $1.02K | 0.00% | −57−33.5% | Reduced |
| Massmutual Trust Co FSB | 123 | $1.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 132 | $1.20K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 166 | $1.50K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 236 | $2.14K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 240 | $2.17K | 0.00% | +240 | New |
| Caitong International Asset Management Co., Ltd | 252 | $2.28K | 0.00% | +252 | New |
| Rothschild Investment LLC | 295 | $2.67K | 0.00% | +80+37.2% | Added |
| Crowley Wealth Management, Inc. | 300 | $2.71K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 395 | $3.58K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 407 | $3.69K | 0.00% | +2+0.5% | Added |
| AdvisorNet Financial, Inc | 411 | $3.72K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 415 | $3.76K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 441 | $3.99K | 0.00% | +155+54.2% | Added |
| Federation des caisses Desjardins du Quebec | 470 | $4.25K | 0.00% | −490−51.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 500 | $4.53K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 500 | $4.53K | 0.00% | +500 | New |
| Armstrong Advisory Group, Inc | 673 | $4.87K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 539 | $4.88K | 0.00% | +539 | New |
| Harbor Investment Advisory, LLC | 593 | $5.37K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 744 | $6.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 791 | $7.36K | 0.00% | +791 | New |
| Skopos Labs, Inc. | 895 | $8.10K | 0.00% | +895 | New |
| SBI Securities Co., Ltd. | 924 | $8.36K | 0.00% | −105−10.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,580 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,600 | $14.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,100 | $19.0K | 0.00% | +2,100 | New |
| Huntington National Bank | 2,222 | $20.1K | 0.00% | −100−4.3% | Reduced |
| Nisa Investment Advisors, LLC | 2,231 | $20.2K | 0.00% | +1,472+193.9% | Added |
| EverSource Wealth Advisors, LLC | 2,457 | $22.2K | 0.00% | +349+16.6% | Added |
| Quarry LP | 2,898 | $26.2K | 0.01% | −595−17.0% | Reduced |
| GAMMA Investing LLC | 3,394 | $30.7K | 0.00% | +677+24.9% | Added |
| US Bancorp | 3,498 | $31.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,716 | $33.6K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,983 | $36.0K | 0.00% | +3,983 | New |
| Meeder Asset Management Inc | 4,290 | $38.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,041 | $46.9K | 0.00% | −37−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 5,211 | $47.2K | 0.00% | −1,453−21.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,519 | $49.9K | 0.00% | −42,500−88.5% | Reduced |
| KBC Group NV | 7,209 | $65.0K | 0.00% | +7,209 | New |
| Coldstream Capital Management Inc | 7,791 | $70.5K | 0.00% | +7,791 | New |
| Walleye Capital LLC | 8,452 | $76.5K | 0.00% | +8,259+4,279.3% | Added |
| Barrett & Company, Inc. | 8,500 | $76.9K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,958 | $90.1K | 0.00% | −693−6.5% | Reduced |
| Meyer Handelman Co | 10,000 | $90.5K | 0.00% | −5,000−33.3% | Reduced |
| Gabelli Funds LLC | 10,000 | $90.5K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 10,284 | $93.1K | 0.01% | −99,637−90.6% | Reduced |
| Stratos Wealth Partners, LTD. | 10,585 | $95.8K | 0.00% | +331+3.2% | Added |
| United Services Automobile Association | 10,312 | $95.9K | 0.00% | +10,312 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,809 | $97.8K | 0.00% | +10,809 | New |
| CIBC Asset Management Inc | 10,854 | $98.2K | 0.00% | −173−1.6% | Reduced |
| Evanson Asset Management, LLC | 10,990 | $99.5K | 0.01% | +67+0.6% | Added |
| JustInvest LLC | 11,156 | $101.0K | 0.00% | +464+4.3% | Added |
| Syon Capital LLC | 11,263 | $101.9K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 11,640 | $105.3K | 0.00% | +11,640 | New |
| Baird Financial Group, Inc. | 11,705 | $105.9K | 0.00% | −3,206−21.5% | Reduced |
| Truvestments Capital LLC | 12,000 | $108.6K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,884 | $116.6K | 0.01% | +1,644+14.6% | Added |
| Thompson Davis & Co., Inc. | 13,683 | $122.0K | 0.10% | +13,683 | New |
| Everence Capital Management Inc | 13,600 | $123.0K | 0.01% | −9,040−39.9% | Reduced |
| North Berkeley Wealth Management, LLC | 13,600 | $123.1K | 0.13% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,702 | $124.0K | 0.00% | +13,702 | New |
| RSM US Wealth Management LLC | 13,831 | $125.2K | 0.00% | −34,729−71.5% | Reduced |
| Jain Global LLC | 13,878 | $125.6K | 0.00% | +13,878 | New |
| Carnegie Lake Advisors LLC | 13,900 | $126.0K | 0.05% | −250−1.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,611 | $132.2K | 0.01% | +19+0.1% | Added |
| Crossmark Global Holdings, Inc. | 15,127 | $136.9K | 0.00% | −40.0% | Reduced |
| Neuberger Berman Group LLC | 15,410 | $139.5K | 0.00% | +15,410 | New |
| Mariner, LLC | 15,564 | $140.9K | 0.00% | +1,202+8.4% | Added |
| Fifth Third Bancorp | 15,719 | $142.3K | 0.00% | +174+1.1% | Added |
| Ameritas Investment Partners, Inc. | 15,725 | $142.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 15,896 | $143.0K | 0.00% | −11,378−41.7% | Reduced |
| Dimensional Fund Advisors LP | 16,833 | $152.3K | 0.00% | −85,376−83.5% | Reduced |
| Oxford Asset Management LLP | 16,944 | $153.3K | 0.07% | +6,706+65.5% | Added |
| Cornerstone Investment Partners, LLC | 17,061 | $154.4K | 0.01% | +17,061 | New |
| Axq Capital, LP | 17,244 | $156.1K | 0.06% | +17,244 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,932 | $162.3K | 0.00% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 18,950 | $171.0K | 0.01% | +18,950 | New |
| Walleye Trading LLC | 18,916 | $171.2K | 0.00% | −195,521−91.2% | Reduced |
| Sherbrooke Park Advisers LLC | 19,110 | $172.9K | 0.08% | −9,131−32.3% | Reduced |
| Wolverine Trading, LLC | 18,622 | $173.2K | 0.01% | −5,596−23.1% | Reduced |
| Barnett & Company, Inc. | 19,500 | $176.5K | 0.15% | +19,500 | New |
| Fiducient Advisors LLC | 20,000 | $181.0K | 0.02% | 00.0% | Unchanged |