Institutional Ownership Pitney Bowes Inc (PBI)
This table provides information about the institutional ownership of Pitney Bowes Inc (PBI). We have compiled data on the 360 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
110
shares
|
$1,008
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
108
shares
|
$990
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
100
shares
|
$917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$917
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
98
shares
|
$898
0.0% of portfolio
|
Q3 2025
Added 133.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
90
shares
|
$825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
88
shares
|
$806
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
72
shares
|
$660
0.0% of portfolio
|
Q3 2025
Added 140.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
71
shares
|
$651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
70
shares
|
$641
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
53
shares
|
$486
0.0% of portfolio
|
Q1 2024
Reduced 96.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
48
shares
|
$440
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
27
shares
|
$247
0.0% of portfolio
|
Q3 2025
Reduced 82.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
26
shares
|
$238
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
21
shares
|
$192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
3
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|