PBI · Company research
Pitney Bowes Inc. (PBI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73778 | 1292591 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750098 | 13141 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46727 | 818658 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Spire Wealth Management | 1858740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63 | 1104 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60523 | 1060363 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61 | 1069 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23790 | 416793 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HAZLETT, BURT & WATSON, INC. | 46392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1580 | 28 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22385 | 392185 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 8780 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 599588 | 10504782 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20568 | 360352 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203060 | 3557611 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10951 | 198432 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15207 | 266 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Whalen Wealth Management Inc. | 1894447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30005 | 525688 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 226796 | 3973465 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Copeland Capital Management, LLC | 1541743 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4984 | 87319 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74205 | 1300072 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400000 | 7008000 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3454611 | 197181 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32977 | 577757 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Crumly & Associates Inc. | 1759578 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11660 | 204283 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1935916 | 33917248 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Archer Investment Corp | 1803804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5110 | 89527 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Baron Wealth Management LLC | 1968507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10026 | 175659 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15321 | 268424 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 841 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 796848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36147 | 633295 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3200 | 56064 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Phoenix Financial Ltd. | 1679543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 380000 | 6723652 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156563 | 2743 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69148 | 1211471 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Plato Investment Management Ltd | 1984475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3163 | 55092 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4564 | 79961 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 898358 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 224080 | 3925882 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1024997 | 17957947 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5056 | 88581 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2258240 | 39564368 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Evergreen Wealth Management, LLC | 1965292 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 605375 | 10606165 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34054 | 597 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MIZUHO MARKETS AMERICAS LLC | 1825516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 598003 | 10477013 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 791911 | 13874280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Teton Advisors, LLC | 2086025 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45000 | 788400 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Claro Advisors Inc. | 1764386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10141 | 177671 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 753 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Weiss Asset Management LP | 1357550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112515 | 1971263 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 17520 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126073 | 2208799 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 294699 | 5163126 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 648 | 11353 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273600 | 4793472 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59882 | 1049132 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1752 | 30695 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| INCEPTIONR LLC | 1821561 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11521 | 201848 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 65 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8221 | 144032 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3026509 | 53034273 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SOUTHERN MICHIGAN BANK & TRUST | 1173227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 21024 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30983 | 542817 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24472 | 428749 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CAPITAL MANAGEMENT CORP /VA | 1074273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2393573 | 41935399 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21936 | 384319 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Optimist Retirement Group LLC | 2011850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43456 | 761349 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26226 | 459480 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Empirical Asset Management, LLC | 1926596 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18350 | 321494 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5433609 | 95196830 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 601715 | 10542047 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132 | 2313 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65271 | 1144 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24111 | 422426 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11058 | 193736 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Saber Capital Managment, LLC | 1911378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 934244 | 16367951 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25684 | 449985 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CBIZ Investment Advisory Services, LLC | 1795934 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 295 | 3260 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Providence Capital Advisors, LLC | 1730814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 408 | 7149 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 950 | 16644 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58932 | 1032783 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Permit Capital, LLC | 1313978 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500000 | 61320000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stokes Family Office, LLC | 1802278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15179 | 265940 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.