Pitney BowesPBI
13F holders, Q4 2024 (December 31)284holders +8
25new positions
26sold out
9famous investors
$7.24avg. 13F price*
At the end of Q4 2024, 284 institutions reported holding Pitney Bowes Inc. (PBI) in their 13F filings, up 8 from Q3 2024. 25 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($153.2M), BlackRock, Inc. ($124.0M) and Hestia Capital Management, LLC ($114.3M). 9 famous investors held it, including Bill Miller (0.1% of Miller Value Partners's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Pitney Bowes Inc.
- CUSIP
- 724479100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $16.6M |
| Exits | 26 | $13.4M |
All 13F filers, Q3 2024 → Q4 2024: 10,713,828 shares bought and 7,810,067 shares sold, net +2,903,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| Vanguard Group Inc. | 0.00% | Add +6.5% | 21,162,512 | $153.2M |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 17,128,414 | $124.0M |
| Hestia Capital Management, LLC | 97.03% | — | 15,790,922 | $114.3M |
| State Street Corp. | 0.00% | Add +2.3% | 6,455,860 | $46.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.6% | 3,776,685 | $27.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 3,637,572 | $26.3M |
| Morgan Stanley | 0.00% | Add +21.2% | 2,985,515 | $21.6M |
| Capital Management Corp. | 3.28% | Reduce -7.1% | 2,529,478 | $18.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 2,515,377 | $18.2M |
| Permit Capital, LLC | 5.98% | Reduce -16.4% | 2,400,000 | $17.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -20.0% | 2,296,265 | $16.6M |
| Invesco Ltd. | 0.00% | Reduce -2.0% | 2,100,789 | $15.2M |
| Lone Peak Global Investors LLC | 2.92% | Reduce -28.9% | 1,943,731 | $14.1M |
| Assenagon Asset Management S.A. | 0.02% | Add +47.7% | 1,814,811 | $13.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.2% | 1,576,168 | $11.4M |
| Millennium Management | 0.01% | Add +103.0% | 1,269,207 | $9.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +46.6% | 1,123,272 | $8.1M |
| UBS Group AG | 0.00% | Add +381.1% | 968,031 | $7.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -32.9% | 940,773 | $6.8M |
| Bank of America Corp. | 0.00% | Add +14.8% | 932,635 | $6.8M |
| Citadel Advisors | 0.01% | Add +1377.6% | 904,745 | $6.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +33.6% | 880,300 | $6.4M |
| Renaissance Technologies | 0.01% | Reduce -10.1% | 867,971 | $6.3M |
| First Trust Advisors LP | 0.01% | New | 862,560 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.6% | 845,832 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Add +1.2% | 807,414 | $5.8M |
| Squarepoint Ops LLC | 0.01% | Add +116.0% | 776,919 | $5.6M |
| Principal Financial Group Inc. | 0.00% | Add +4.2% | 768,373 | $5.6M |
| Prudential Financial Inc. | 0.01% | Add +49.8% | 747,634 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +32.0% | 680,707 | $4.9M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.5% | 656,291 | $4.8M |
| HSBC Holdings PLC | 0.00% | Reduce -5.9% | 646,489 | $4.7M |
| Westside Investment Management, Inc. | 0.96% | Add +0.5% | 625,939 | $4.5M |
| Algert Global LLC | 0.10% | Add +78.0% | 613,843 | $4.4M |
| Group One Trading LLC | 0.13% | Reduce -49.1% | 522,268 | $3.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +7.7% | 519,740 | $3.8M |
| Gifford Fong Associates | 0.91% | No change | 511,059 | $3.7M |
| GAMCO Investors | 0.04% | Add +32.5% | 510,700 | $3.7M |
| PEAK6 LLC | 0.14% | — | 489,884 | $3.5M |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 478,798 | $3.5M |
| Victory Capital Management Inc. | 0.00% | Add +1356.4% | 474,107 | $3.4M |
| Legal & General Group Plc | 0.00% | Add +0.6% | 446,596 | $3.2M |
| Parallax Volatility Advisers, L.P. | 0.07% | Add +0.0% | 399,991 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.5% | 398,051 | $2.9M |
| Kornitzer Capital Management Inc. | 0.06% | Reduce -20.1% | 396,010 | $2.9M |
| Public Sector Pension Investment Board | 0.01% | Add +18.9% | 393,843 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.4% | 380,686 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 365,031 | $2.6M |
| Norges Bank | 0.00% | No change | 331,000 | $2.4M |
| FMR LLC | 0.00% | Add +0.5% | 321,715 | $2.3M |
| Swiss National Bank | 0.00% | Add +1.1% | 317,800 | $2.3M |
| Barclays PLC | 0.00% | Add +14.5% | 317,594 | $2.3M |
| Susquehanna Fundamental Investments, LLC | 0.04% | — | 314,088 | $2.3M |
| Advisory Research Inc. | 0.35% | Add +0.3% | 288,860 | $2.1M |
| Diametric Capital, LP | 1.38% | Add +5.0% | 281,540 | $2.0M |
| Systematic Alpha Investments, LLC | 0.07% | No change | 275,000 | $2.0M |
| New York State Teachers Retirement System | 0.00% | No change | 257,279 | $1.9M |
| LPL Financial LLC | 0.00% | Add +17.5% | 233,597 | $1.7M |
| Citigroup Inc. | 0.00% | Add +7.9% | 231,285 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Reduce -44.5% | 222,317 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 221,347 | $1.6M |
| Walleye Trading LLC | 0.03% | Add +3.0% | 214,437 | $1.6M |
| Los Angeles Capital Management LLC | 0.01% | Add +9.5% | 214,181 | $1.6M |
| IMC-Chicago, LLC | 0.04% | Add +234.0% | 210,678 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +15.9% | 204,196 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Reduce -26.5% | 203,637 | $1.5M |
| Contrarian Capital Management, L.L.C. | 0.50% | Reduce -2.9% | 203,000 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -10.6% | 199,527 | $1.4M |
| Wedge Capital Management L L P | 0.03% | Reduce -2.5% | 192,224 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.9% | 188,339 | $1.4M |
| PARK CIRCLE Co | 1.22% | No change | 185,000 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 182,400 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -39.9% | 181,483 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Reduce -13.6% | 175,700 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +90.7% | 169,049 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.7% | 166,234 | $1.2M |
| Wealth Effects LLC | 0.42% | Reduce -5.2% | 162,544 | $1.2M |
| Nebula Research & Development LLC | 0.14% | Reduce -19.0% | 159,521 | $1.2M |
| Voleon Capital Management LP | 0.09% | — | 159,086 | $1.2M |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 151,117 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +9.8% | 148,772 | $1.1M |
| Raymond James Financial Inc. | 0.00% | — | 147,448 | $1.1M |
| Alps Advisors Inc. | 0.01% | Add +3.6% | 145,637 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +46.1% | 143,405 | $1.0M |
| Caxton Associates LP | 0.03% | Reduce -35.4% | 138,429 | $1.0M |
| PDT Partners, LLC | 0.09% | New | 137,026 | $992K |
| American Assets Investment Management, LLC | 0.08% | New | 130,000 | $941K |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -9.0% | 126,867 | $919K |
| Wells Fargo & Company | 0.00% | Add +17.0% | 126,424 | $915K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.4% | 122,188 | $885K |
| Wedbush Securities Inc. | 0.03% | New | 119,248 | $863K |
| Quinn Opportunity Partners LLC | 0.06% | No change | 118,060 | $855K |
| Voya Investment Management LLC | 0.00% | Reduce -20.0% | 115,361 | $835K |
| Petrus Trust Company, LTA | 0.08% | No change | 109,921 | $796K |
| Comerica Bank | 0.00% | Reduce -5.1% | 108,513 | $786K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.8% | 106,452 | $771K |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 105,706 | $765K |
| Counterpoint Mutual Funds LLC | 0.09% | Reduce -42.9% | 104,228 | $755K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -25.6% | 102,209 | $740K |
| Federated Hermes, Inc. | 0.00% | Add +2.7% | 102,197 | $740K |
| Prelude Capital Management, LLC | 0.06% | Add +4.7% | 102,177 | $740K |
| Weiss Asset Management LP | 0.02% | New | 101,430 | $734K |
| Man Group plc | 0.00% | Add +76.1% | 101,142 | $732K |
| Corsair Capital Management, L.P. | 0.16% | No change | 100,328 | $726K |
| MetLife Investment Management, LLC | 0.00% | Add +12.5% | 97,701 | $707K |
| Amundi | 0.00% | Add +214.2% | 95,718 | $695K |
| Engineers Gate Manager LP | 0.01% | Reduce -43.8% | 93,970 | $680K |
| Cruiser Capital Advisors, LLC | 0.37% | No change | 92,306 | $668K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.4% | 92,275 | $668K |
| Gotham Asset Management | 0.01% | Add +261.9% | 90,300 | $654K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.8% | 89,840 | $650K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.6% | 73,023 | $647K |
| NJ State Employees Deferred Compensation Plan | 0.08% | No change | 88,000 | $637K |
| Corebridge Financial, Inc. | 0.00% | Reduce -6.3% | 86,236 | $624K |
| Sigma Planning Corp | 0.02% | Reduce -1.3% | 85,350 | $618K |
| Kestra Advisory Services, LLC | 0.00% | New | 83,734 | $606K |
| Pekin Hardy Strauss, Inc. | 0.08% | Reduce -7.5% | 82,550 | $598K |
| STRS Ohio | 0.00% | Add +59.5% | 82,300 | $596K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -29.1% | 82,208 | $595K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.5% | 81,840 | $593K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.2% | 81,313 | $589K |
| Supplemental Annuity Collective Trust of NJ | 0.17% | No change | 80,000 | $579K |
| Massachusetts Financial Services Co. | 0.00% | New | 79,441 | $575K |
| Graham Capital Management, L.P. | 0.03% | Add +16.2% | 77,490 | $561K |
| BNP Paribas Financial Markets | 0.00% | Reduce -63.1% | 77,129 | $558K |
| Silver Lake Advisory, LLC | 0.24% | Add +0.7% | 76,604 | $555K |
| Janus Henderson Group PLC | 0.00% | No change | 76,432 | $554K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.2% | 76,400 | $553K |
| State of Tennessee, Department of Treasury | 0.00% | Add +8.7% | 75,629 | $548K |
| WINTON GROUP Ltd | 0.04% | Add +16.7% | 74,044 | $536K |
| Allianz Asset Management GmbH | 0.00% | Reduce -35.3% | 73,800 | $534K |
| Redmont Wealth Advisors LLC | 0.91% | Add +0.1% | 72,847 | $527K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 71,667 | $519K |
| TSP Capital Management Group, LLC | 0.17% | No change | 69,200 | $501K |
| Wolverine Asset Management LLC | 0.04% | New | 68,814 | $498K |
| Mackenzie Financial Corp. | 0.00% | Add +495.7% | 67,558 | $489K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 65,800 | $476K |
| Aquatic Capital Management LLC | 0.01% | New | 65,776 | $476K |
| AlphaQuest LLC | 0.06% | New | 64,608 | $468K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.7% | 59,969 | $434K |
| Sterling Capital Management LLC | 0.01% | Add +12522.5% | 57,180 | $414K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +44.1% | 55,543 | $402K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 54,390 | $394K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.6% | 52,843 | $383K |
| Maryland State Retirement & Pension System | 0.01% | No change | 52,738 | $382K |
| Ironwood Investment Management LLC | 0.19% | No change | 52,590 | $381K |
| Teton Advisors, Inc. | 0.19% | No change | 50,000 | $362K |
| Advisory Services Network, LLC | 0.01% | New | 49,398 | $358K |
| ProShare Advisors LLC | 0.00% | Add +46.1% | 48,813 | $353K |
| Choreo, LLC | 0.01% | Reduce -2.4% | 48,560 | $352K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +527.7% | 48,019 | $348K |
| Centiva Capital, LP | 0.01% | Add +58.7% | 47,433 | $343K |
| Arizona State Retirement System | 0.00% | Add +1.1% | 46,887 | $339K |
| Amalgamated Bank | 0.00% | Reduce -0.5% | 46,705 | $338K |
| New York State Common Retirement Fund | 0.00% | No change | 45,880 | $332K |
| Equitable Trust Co. | 0.02% | Reduce -25.1% | 45,364 | $328K |
| Cetera Investment Advisers | 0.00% | Reduce -2.0% | 44,972 | $326K |
| Capula Management Ltd | 0.00% | Reduce -73.8% | 39,246 | $284K |
| Fox Run Management, L.L.C. | 0.05% | Add +161.9% | 37,468 | $271K |
| Bank of Montreal | 0.00% | Add +8.6% | 37,259 | $270K |
| KLP Kapitalforvaltning As | 0.00% | — | 37,200 | $269K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +1.1% | 37,162 | $269K |
| Optimist Retirement Group LLC | 0.12% | Add +0.9% | 35,650 | $258K |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.5% | 35,277 | $255K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 34,381 | $249K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +1.1% | 33,748 | $244K |
| AQR Capital Management | 0.00% | Add +5.5% | 33,501 | $243K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +31814.1% | 31,595 | $231K |
| Cutter & CO Brokerage, Inc. | 0.06% | No change | 31,933 | $231K |
| Optimize Financial Inc. | 0.17% | — | 30,658 | $222K |
| Corton Capital Inc. | 0.13% | Add +16.9% | 30,456 | $221K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 29,826 | $216K |
| Cooper/Haims Advisors, LLC | 0.12% | Reduce -14.7% | 28,979 | $210K |
| Bailard, Inc. | 0.01% | Reduce -36.9% | 28,900 | $209K |
| WMS Partners, LLC | 0.01% | Add +9.6% | 28,813 | $209K |
| Sherbrooke Park Advisers LLC | 0.07% | Reduce -40.5% | 28,241 | $204K |
| Acadian Asset Management LLC | 0.00% | Add +313.6% | 27,274 | $197K |
| Crumly & Associates Inc. | 0.05% | Add +1.9% | 27,020 | $196K |
| GatePass Capital, LLC | 0.22% | — | 27,000 | $195K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -29.6% | 26,919 | $195K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 26,450 | $192K |
| EntryPoint Capital, LLC | 0.08% | New | 26,229 | $190K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 24,799 | $180K |
| Miller Value Partners | 0.07% | No change | 24,259 | $176K |
| Wolverine Trading, LLC | 0.00% | Reduce -48.3% | 24,218 | $175K |
| Sei Investments Co. | 0.00% | Add +116.5% | 24,167 | $175K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.9% | 23,945 | $173K |
| Praxis Investment Management Inc. | 0.01% | Reduce -40.8% | 22,640 | $164K |
| Royal Bank of Canada | 0.00% | Reduce -6.1% | 22,720 | $164K |
| Investors Research Corp | 0.04% | No change | 22,557 | $163K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 21,300 | $154K |
| Scotia Capital Inc. | 0.00% | Reduce -1.9% | 20,931 | $152K |
| First Citizens Bank & Trust Co. | 0.00% | Add +10.8% | 20,677 | $150K |
| Quadrature Capital Ltd | 0.00% | New | 20,447 | $148K |
| Fiducient Advisors LLC | 0.02% | No change | 20,000 | $145K |
| Bridgefront Capital, LLC | 0.05% | New | 19,086 | $138K |
| James J. Burns & Company, LLC | 0.02% | Add +9.7% | 18,587 | $135K |
| SG Americas Securities, LLC | 0.00% | Reduce -26.4% | 18,348 | $133K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.7% | 18,000 | $130K |
| GMO | 0.00% | New | 17,932 | $130K |
| Pictet Asset Management Holding SA | 0.00% | No change | 17,312 | $125K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 15,725 | $114K |
| Fifth Third Bancorp | 0.00% | Reduce -0.4% | 15,545 | $113K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 15,131 | $110K |
| Cibc World Markets Corp. | 0.00% | New | 15,183 | $110K |
| Meyer Handelman Co. | 0.00% | No change | 15,000 | $109K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.5% | 14,911 | $108K |
| PharVision Advisers, LLC | 0.09% | — | 14,793 | $107K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 14,592 | $106K |
| Mariner, LLC | 0.00% | Reduce -3.0% | 14,362 | $104K |
| Xponance LLC | 0.00% | Add +36.7% | 14,283 | $103K |
| Carnegie Lake Advisors LLC | 0.04% | Reduce -5.5% | 14,150 | $102K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -29.4% | 13,686 | $99K |
| North Berkeley Wealth Management, LLC | 0.10% | — | 13,600 | $98K |
| Cerity Partners LLC | 0.00% | Reduce -9.0% | 12,680 | $91K |
| NorthRock Partners, LLC | 0.00% | Reduce -13.0% | 12,002 | $87K |
| Truvestments Capital LLC | 0.02% | No change | 12,000 | $87K |
| Syon Capital LLC | 0.01% | Add +6.0% | 11,263 | $82K |
| PFG Investments, LLC | 0.01% | Reduce -31.9% | 11,240 | $81K |
| CIBC Asset Management Inc | 0.00% | Reduce -27.0% | 11,027 | $80K |
| Evanson Asset Management, LLC | 0.01% | Add +0.6% | 10,923 | $79K |
| State of Wyoming | 0.01% | Reduce -83.8% | 10,830 | $78K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +0.9% | 10,692 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 10,651 | $77K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.5% | 10,254 | $74K |
| Oxford Asset Management LLP | 0.03% | Reduce -49.5% | 10,238 | $74K |
| TrueMark Investments, LLC | 0.02% | Reduce -77.1% | 10,186 | $74K |
| Equitable Holdings, Inc. | 0.00% | No change | 10,110 | $73K |
| Gabelli Funds LLC | 0.00% | No change | 10,000 | $72K |
| Barrett & Company, Inc. | 0.03% | No change | 8,500 | $62K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -17.2% | 6,664 | $48K |
| Cwm, LLC | 0.00% | Reduce -1.1% | 5,814 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Add +130.3% | 5,078 | $37K |
| Meeder Asset Management Inc. | 0.00% | New | 4,290 | $31K |
| Versant Capital Management, Inc | 0.01% | Reduce -7.0% | 3,716 | $27K |
| US Bancorp \de | 0.00% | Reduce -12.5% | 3,498 | $25K |
| Quarry LP | 0.01% | Reduce -58.0% | 3,493 | $25K |
| GAMMA Investing LLC | 0.00% | Add +66.4% | 2,717 | $20K |
| Huntington National Bank | 0.00% | Add +4.5% | 2,322 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.1% | 2,108 | $15K |
| St Germain D J Co. Inc. | 0.00% | New | 2,091 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -25.6% | 1,917 | $14K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,600 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 1,580 | $11K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,029 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 960 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 800 | $6K |
| Nisa Investment Advisors, LLC | 0.00% | Add +38.8% | 759 | $5K |
| Blue Trust, Inc. | 0.00% | Add +337.6% | 744 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.6% | 673 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -45.9% | 637 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 593 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 500 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 415 | $3K |
| Centerpoint Advisors, LLC | 0.00% | No change | 451 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 411 | $3K |
| Financial Avengers, Inc. | 0.00% | Add +0.8% | 405 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +33.9% | 395 | $3K |
| Crowley Wealth Management, Inc. | 0.00% | — | 300 | $2K |
| UMB Bank, n.a. | 0.00% | Reduce -28.7% | 286 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.0% | 203 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 236 | $2K |
| Performa Ltd (US), LLC | 0.00% | Reduce -76.5% | 20 | $2K |
| Rothschild Investment LLC | 0.00% | Add +7.5% | 215 | $2K |
| Walleye Capital LLC | 0.00% | Reduce -99.6% | 193 | $1K |
| Grove Bank & Trust | 0.00% | New | 170 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 166 | $1K |
| R Squared Ltd | 0.00% | — | 160 | $1K |
| Covestor Ltd | 0.00% | Add +21.1% | 86 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 169 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 132 | $956 |
| Allworth Financial LP | 0.00% | No change | 127 | $933 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 123 | $891 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 110 | $797 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 108 | $782 |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 76 | $550 |
| Sound Income Strategies, LLC | 0.00% | No change | 53 | $384 |
| CoreCap Advisors, LLC | 0.00% | Reduce -50.0% | 48 | $348 |
| Larson Financial Group LLC | 0.00% | No change | 36 | $261 |
| Parkside Financial Bank & Trust | 0.00% | No change | 35 | $254 |
| Farther Finance Advisors, LLC | 0.00% | No change | 33 | $239 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 10 | $72 |
| Clearstead Advisors, LLC | 0.00% | No change | 5 | $35 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is PBI's weight in each manager's 13F, not the share of Pitney Bowes Inc. the manager owns.