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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
100
shares
|
$1,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
90
shares
|
$1,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
71
shares
|
$807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
70
shares
|
$796
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
53
shares
|
$603
0.0% of portfolio
|
Q1 2024
Reduced 96.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
48
shares
|
$546
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
42
shares
|
$477
0.0% of portfolio
|
Q2 2025
Reduced 44.74%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
35
shares
|
$398
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
30
shares
|
$341
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
21
shares
|
$238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
3
shares
|
$34
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
|