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 352 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
606
shares
|
$6,896
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
593
shares
|
$6,748
0.0% of portfolio
|
Q4 2020
Reduced 50.29%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
585
shares
|
$6,657
0.0% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
500
shares
|
$5,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
500
shares
|
$5,690
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
494
shares
|
$5,621
0.0% of portfolio
|
Q2 2025
Added 105.83%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
475
shares
|
$5,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
460
shares
|
$5,234
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
411
shares
|
$4,677
0.0% of portfolio
|
Q1 2024
Reduced 33.71%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
410
shares
|
$4,665
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
405
shares
|
$4,608
0.0% of portfolio
|
Q2 2025
Added 37.29%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
395
shares
|
$4,495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
300
shares
|
$3,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
296
shares
|
$3,368
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
242
shares
|
$2,753
0.0% of portfolio
|
Q2 2025
Added 116.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
236
shares
|
$2,685
0.0% of portfolio
|
Q4 2023
Reduced 80.91%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
160
shares
|
$1,820
0.0% of portfolio
|
Q2 2025
Added 52.38%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
150
shares
|
$1,707
0.0% of portfolio
|
Q2 2025
Reduced 40.48%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
146
shares
|
$1,661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
135
shares
|
$1,536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
132
shares
|
$1,502
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
123
shares
|
$1,399
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
121
shares
|
$1,376
0.0% of portfolio
|
Q2 2025
Added 49.38%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
110
shares
|
$1,251
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
108
shares
|
$1,229
0.0% of portfolio
|
Q3 2022
New holding
|