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 351 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
500
shares
|
$5,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
500
shares
|
$5,585
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
470
shares
|
$5,249
0.0% of portfolio
|
Q1 2025
Reduced 51.04%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
415
shares
|
$4,635
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
411
shares
|
$4,590
0.0% of portfolio
|
Q1 2024
Reduced 33.71%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
407
shares
|
$4,546
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
395
shares
|
$4,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
300
shares
|
$3,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
295
shares
|
$3,295
0.0% of portfolio
|
Q1 2025
Added 37.21%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
252
shares
|
$2,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
240
shares
|
$2,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
236
shares
|
$2,636
0.0% of portfolio
|
Q4 2023
Reduced 80.91%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
166
shares
|
$1,854
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
135
shares
|
$1,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
132
shares
|
$1,474
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
123
shares
|
$1,373
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
112
shares
|
$1,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
110
shares
|
$1,228
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
108
shares
|
$1,206
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
105
shares
|
$1,172
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
81
shares
|
$904
0.0% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
70
shares
|
$781
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
55
shares
|
$614
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
53
shares
|
$592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
53
shares
|
$592
0.0% of portfolio
|
Q1 2024
Reduced 96.47%
|