Pitney BowesPBI

13F holders, Q1 2025 (March 31)
314holders +30
65new positions
31sold out
9famous investors
$9.05avg. 13F price*

At the end of Q1 2025, 314 institutions reported holding Pitney Bowes Inc. (PBI) in their 13F filings, up 30 from Q4 2024. 65 opened new positions and 31 sold out. The largest holders were Vanguard Group Inc. ($192.9M), BlackRock, Inc. ($160.3M) and Hestia Capital Management, LLC ($124.0M). 9 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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

0100200300400 Q1 2024: 246Q1 2024Q2 2024: 236Q2 2024Q3 2024: 276Q3 2024Q4 2024: 284Q4 2024Q1 2025: 314Q1 2025Q2 2025: 317Q2 2025Q3 2025: 320Q3 2025Q4 2025: 327Q4 2025Q1 2026: 321Q1 2026Q2 2026: 350Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions65$57.5M
Exits31$43.3M

All 13F filers, Q4 2024 → Q1 2025: 15,267,426 shares bought and 15,082,656 shares sold, net +184,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 314 holders

Vanguard Group Inc. 0.00% Add +0.7% 21,313,865 $192.9M
BlackRock, Inc. 0.00% Add +3.4% 17,711,761 $160.3M
Hestia Capital Management, LLC 98.02% Reduce -13.2% 13,705,045 $124.0M
State Street Corp. 0.00% Reduce -4.3% 6,177,302 $55.9M
Geode Capital Management, LLC 0.00% Add +3.7% 3,771,542 $34.1M
Goldman Sachs Group Inc. 0.01% Reduce -0.4% 3,761,944 $34.0M
Morgan Stanley 0.00% Add +21.6% 3,628,749 $32.8M
Invesco Ltd. 0.01% Add +38.9% 2,918,742 $26.4M
Permit Capital, LLC 7.70% No change 2,400,000 $21.7M
Qube Research & Technologies Ltd 0.03% Add +82.1% 2,045,531 $18.5M
Capital Management Corp. 3.11% Reduce -21.6% 1,983,078 $17.9M
Northern Trust Corp. 0.00% Reduce -26.2% 1,855,788 $16.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -24.8% 1,726,734 $15.6M
Bank of New York Mellon Corp 0.00% Reduce -3.6% 1,519,611 $13.8M
Cannell & Spears LLC 0.26% New 1,323,072 $12.0M
Alyeska Investment Group, L.P. 0.04% New 1,218,990 $11.0M
D. E. Shaw & Co. 0.01% Add +14.0% 1,072,695 $9.7M
Bank of America Corp. 0.00% Add +13.1% 1,054,975 $9.5M
UBS Group AG 0.00% Add +3.3% 999,475 $9.0M
Renaissance Technologies 0.01% Add +6.1% 920,971 $8.3M
Two Sigma Investments, LP 0.02% Add +11.7% 901,455 $8.2M
Citadel Advisors 0.01% Reduce -0.9% 896,727 $8.1M
JPMorgan Chase & Co. 0.00% Add +3.4% 874,305 $7.9M
Deutsche Bank AG 0.00% Add +493.1% 850,538 $7.7M
Jane Street Group, LLC 0.01% Add +20.1% 817,403 $7.4M
Principal Financial Group Inc. 0.00% Add +2.6% 788,203 $7.1M
Prudential Financial Inc. 0.01% Reduce -1.8% 734,111 $6.6M
AQR Capital Management 0.01% Add +2074.5% 728,483 $6.6M
First Trust Advisors LP 0.01% Reduce -20.9% 682,352 $6.2M
Millennium Management 0.01% Reduce -49.4% 641,755 $5.8M
Westside Investment Management, Inc. 1.17% Reduce -2.8% 608,289 $5.5M
Nuveen, LLC 0.00% — 588,073 $5.3M
Franklin Resources Inc. 0.00% Add +438.6% 569,308 $5.2M
FMR LLC 0.00% Add +72.4% 554,634 $5.0M
Ameriprise Financial Inc. 0.00% Add +49.6% 546,120 $4.9M
Federated Hermes, Inc. 0.01% Add +407.1% 518,220 $4.7M
Group One Trading LLC 0.19% Reduce -1.8% 512,852 $4.6M
Gifford Fong Associates 1.15% No change 511,059 $4.6M
Susquehanna International Group, LLP 0.01% Add +206.0% 508,631 $4.6M
Public Sector Pension Investment Board 0.02% Add +27.3% 501,354 $4.5M
Tudor Investment Corporation 0.04% New 495,184 $4.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.2% 470,488 $4.3M
GAMCO Investors 0.05% Reduce -8.9% 465,300 $4.2M
Rhumbline Advisers 0.00% Reduce -3.4% 462,521 $4.2M
Legal & General Group Plc 0.00% Reduce -3.0% 433,351 $3.9M
Parallax Volatility Advisers, L.P. 0.14% Add +0.0% 400,000 $3.6M
Squarepoint Ops LLC 0.01% Reduce -48.7% 398,568 $3.6M
Victory Capital Management Inc. 0.00% Reduce -17.6% 390,499 $3.5M
WINTON GROUP Ltd 0.21% Add +420.6% 385,493 $3.5M
Informed Momentum Co LLC 0.57% New 366,440 $3.3M
LPL Financial LLC 0.00% Add +50.4% 351,233 $3.2M
Kornitzer Capital Management Inc. 0.06% Reduce -13.6% 342,310 $3.1M
Norges Bank 0.00% No change 331,000 $3.0M
Cubist Systematic Strategies, LLC 0.04% New 325,822 $2.9M
Swiss National Bank 0.00% No change 317,800 $2.9M
Susquehanna Fundamental Investments, LLC 0.05% No change 314,088 $2.8M
Advisory Research Inc. 0.46% Reduce -0.1% 288,676 $2.6M
Algert Global LLC 0.06% Reduce -54.4% 280,066 $2.5M
Systematic Alpha Investments, LLC 0.10% No change 275,000 $2.5M
New York State Teachers Retirement System 0.01% Reduce -0.3% 256,581 $2.3M
Citigroup Inc. 0.00% Add +4.4% 241,522 $2.2M
Russell Investments Group, Ltd. 0.00% Add +1545.3% 225,170 $2.0M
Two Sigma Advisers, LP 0.00% Add +25.8% 221,100 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -43.8% 214,032 $1.9M
Los Angeles Capital Management LLC 0.01% Reduce -0.1% 213,954 $1.9M
Barclays PLC 0.00% Reduce -33.4% 211,442 $1.9M
PARK CIRCLE Co 1.65% Add +10.4% 204,185 $1.8M
HSBC Holdings PLC 0.00% Reduce -69.5% 197,451 $1.8M
Intech Investment Management LLC 0.02% Add +15.5% 195,309 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +0.4% 189,159 $1.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -5.6% 188,422 $1.7M
Caxton Associates LLP 0.06% — 187,479 $1.7M
Counterpoint Mutual Funds LLC 0.24% Add +79.6% 187,201 $1.7M
Trexquant Investment LP 0.02% New 186,242 $1.7M
RBF Capital, LLC 0.10% New 181,994 $1.6M
Simplex Trading, LLC 0.06% New 181,818 $1.6M
Contrarian Capital Management, L.L.C. 0.42% Reduce -11.3% 180,000 $1.6M
Schonfeld Strategic Advisors LLC 0.01% Add +745.1% 180,000 $1.6M
BNP Paribas Financial Markets 0.00% Add +131.4% 178,443 $1.6M
Alliancebernstein L.P. 0.00% Reduce -2.7% 176,563 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -13.8% 175,929 $1.6M
IMC-Chicago, LLC 0.06% Reduce -17.2% 174,384 $1.6M
PEAK6 LLC 0.06% Reduce -66.5% 163,999 $1.5M
Wedge Capital Management L L P 0.03% Reduce -15.0% 163,396 $1.5M
Verition Fund Management LLC 0.01% Add +9.1% 162,371 $1.5M
Raymond James Financial Inc. 0.00% Add +8.8% 160,401 $1.5M
National Bank of Canada 0.00% New 157,787 $1.4M
Dark Forest Capital Management LP 0.06% New 153,553 $1.4M
Jackson Creek Investment Advisors LLC 0.43% New 148,257 $1.3M
California State Teachers Retirement System 0.00% Reduce -2.8% 146,834 $1.3M
Alps Advisors Inc. 0.01% Reduce -3.5% 140,527 $1.3M
Wedbush Securities Inc. 0.05% Add +17.2% 139,725 $1.3M
Gotham Asset Management 0.01% Add +50.3% 135,760 $1.2M
Engineers Gate Manager LP 0.02% Add +44.0% 135,359 $1.2M
American Assets Investment Management, LLC 0.10% No change 130,000 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Add +2.5% 129,989 $1.2M
State of Wisconsin Investment Board 0.00% Reduce -37.9% 126,397 $1.1M
Nebula Research & Development LLC 0.10% Reduce -22.7% 123,271 $1.1M
Scotia Capital Inc. 0.01% Add +487.4% 122,942 $1.1M
Wells Fargo & Company 0.00% Reduce -7.6% 116,821 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 116,113 $1.1M
Graham Capital Management, L.P. 0.05% Add +45.1% 112,411 $1.0M
Bryce Point Capital, LLC 0.75% New 98,631 $997K
Gsa Capital Partners LLP 0.09% New 106,905 $967K
Range Financial Group LLC 0.43% New 106,385 $963K
Osaic Holdings, Inc. 0.00% Reduce -3.3% 102,988 $932K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.6% 97,424 $882K
Voleon Capital Management LP 0.07% Reduce -39.7% 95,969 $869K
Comerica Bank 0.00% Reduce -12.1% 95,420 $864K
Harvest Fund Management Co., Ltd 0.04% New 94,707 $857K
MetLife Investment Management, LLC 0.00% Reduce -4.1% 93,717 $848K
Kestra Advisory Services, LLC 0.00% Add +9.5% 91,694 $830K
Wealth Effects LLC 0.34% Reduce -44.7% 89,901 $814K
PDT Partners, LLC 0.06% Reduce -34.7% 89,452 $810K
Voya Investment Management LLC 0.00% Reduce -23.4% 88,407 $800K
NJ State Employees Deferred Compensation Plan 0.10% No change 88,000 $796K
State of Alaska, Department of Revenue 0.01% Reduce -2.5% 87,591 $792K
Corebridge Financial, Inc. 0.00% Reduce -0.8% 85,559 $774K
Atria Wealth Solutions, Inc. 0.01% Add +4.3% 85,340 $772K
Manufacturers Life Insurance Company, The 0.00% Add +3.4% 84,104 $761K
Mackenzie Financial Corp. 0.00% Add +19.5% 80,753 $731K
Sigma Planning Corp 0.02% Reduce -5.5% 80,689 $730K
Corsair Capital Management, L.P. 0.19% Reduce -19.8% 80,476 $728K
Prelude Capital Management, LLC 0.07% Reduce -21.3% 80,458 $728K
Supplemental Annuity Collective Trust of NJ 0.23% No change 80,000 $724K
Sanctuary Advisors, LLC 0.01% Add +9.3% 79,783 $722K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -84.8% 79,064 $716K
Janus Henderson Group PLC 0.00% No change 76,432 $711K
STRS Ohio 0.00% Reduce -5.0% 78,200 $708K
Massachusetts Financial Services Co. 0.00% Reduce -2.2% 77,671 $703K
Twinbeech Capital LP 0.01% New 77,173 $698K
State of Tennessee, Department of Treasury 0.00% No change 75,629 $684K
Jacobs Levy Equity Management, Inc. 0.00% New 74,998 $679K
Silver Lake Advisory, LLC 0.29% Reduce -2.6% 74,628 $675K
Louisiana State Employees Retirement System 0.01% Reduce -2.5% 74,500 $674K
State Board of Administration of Florida Retirement System 0.00% No change 71,667 $649K
Bayesian Capital Management, LP 0.11% New 71,051 $643K
Advisory Services Network, LLC 0.01% Add +42.5% 70,393 $637K
Sei Investments Co. 0.00% Add +185.2% 68,934 $624K
Wolverine Asset Management LLC 0.05% No change 68,814 $623K
Amundi 0.00% Reduce -24.1% 72,640 $602K
Bank of Montreal 0.00% Add +76.3% 65,697 $595K
Integrated Quantitative Investments LLC 0.29% New 65,680 $594K
Cetera Investment Advisers 0.00% Add +45.7% 65,508 $593K
TSP Capital Management Group, LLC 0.19% Reduce -7.4% 64,100 $580K
Semanteon Capital Management, LP 0.31% New 62,711 $568K
Cambridge Investment Research Advisors, Inc. 0.00% Add +8.8% 60,409 $547K
Fuller & Thaler Asset Management, Inc. 0.00% New 60,390 $547K
Brant Point Investment Management LLC 0.13% New 59,270 $536K
Yousif Capital Management, LLC 0.01% Reduce -1.4% 59,120 $535K
Aquatic Capital Management LLC 0.01% Reduce -10.4% 58,910 $533K
Redmont Wealth Advisors LLC 1.00% Reduce -22.2% 56,646 $513K
Pathstone Holdings, LLC 0.00% Add +58.5% 55,932 $506K
Pekin Hardy Strauss, Inc. 0.06% Reduce -33.9% 54,550 $494K
Teachers Retirement System of the State of Kentucky 0.00% No change 54,390 $492K
Lazard Asset Management LLC 0.00% Reduce -75.6% 54,315 $490K
Occudo Quantitative Strategies LP 0.06% New 52,402 $487K
Royal Bank of Canada 0.00% Add +133.1% 52,958 $478K
Ironwood Investment Management LLC 0.26% No change 52,590 $476K
EntryPoint Capital, LLC 0.21% Add +95.4% 51,251 $464K
Allianz Asset Management GmbH 0.00% Reduce -31.6% 50,500 $457K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -7.4% 48,942 $443K
MML Investors Services, LLC 0.00% New 48,543 $439K
HighTower Advisors, LLC 0.00% Reduce -28.3% 47,206 $427K
Arizona State Retirement System 0.00% Add +0.0% 46,907 $425K
Ieq Capital, LLC 0.00% New 46,665 $422K
Maryland State Retirement & Pension System 0.01% Reduce -12.5% 46,155 $418K
New York State Common Retirement Fund 0.00% No change 45,880 $415K
Amalgamated Bank 0.00% Reduce -2.9% 45,342 $410K
Teton Advisors, Inc. 0.26% Reduce -10.0% 45,000 $407K
Picton Mahoney Asset Management 0.01% Add +26407.1% 44,797 $406K
Xponance LLC 0.00% Add +186.6% 40,929 $370K
Sterling Capital Management LLC 0.01% Reduce -29.8% 40,154 $363K
Aster Capital Management (DIFC) Ltd 0.07% Add +43230.3% 32,931 $357K
ProShare Advisors LLC 0.00% Reduce -21.1% 38,532 $349K
Bantamac Capital, LLC 0.17% New 38,322 $347K
Natixis Advisors, LLC 0.00% New 38,066 $344K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.1% 37,830 $342K
Aristeia Capital, L.L.C. 0.02% New 37,669 $341K
Cibc World Markets Corp. 0.00% Add +140.0% 36,441 $330K
Fox Run Management, L.L.C. 0.05% Reduce -3.4% 36,184 $327K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.6% 36,179 $327K
Police & Firemen's Retirement System of New Jersey 0.00% No change 34,381 $311K
Capula Management Ltd 0.00% Reduce -13.3% 34,034 $308K
SG Americas Securities, LLC 0.00% Add +76.5% 32,380 $293K
Cruiser Capital Advisors, LLC 0.40% Reduce -65.0% 32,306 $292K
Optimist Retirement Group LLC 0.14% Reduce -12.8% 31,080 $281K
Mercer Global Advisors Inc. 0.00% New 30,935 $280K
HB Wealth Management, LLC 0.00% New 30,814 $279K
&partners 0.00% New 29,865 $278K
Public Employees Retirement Association of Colorado 0.00% No change 29,826 $270K
KLP Kapitalforvaltning As 0.00% Reduce -19.9% 29,800 $270K
Tidal Investments LLC 0.00% New 29,733 $269K
Trail Ridge Investment Advisors, LLC 0.14% New 29,538 $267K
Penbrook Management LLC 0.20% New 29,125 $264K
Cooper/Haims Advisors, LLC 0.14% Reduce -1.7% 28,485 $258K
State of Wyoming 0.03% Add +162.3% 28,413 $257K
Crumly & Associates Inc. 0.07% Add +3.4% 27,924 $253K
First Citizens Bank & Trust Co. 0.01% Add +32.9% 27,489 $249K
Cibc World Market Inc. 0.00% New 27,342 $247K
Envestnet Portfolio Solutions, Inc. 0.00% Add +42.7% 25,683 $232K
Cwm, LLC 0.00% Add +338.8% 25,514 $231K
XTX Topco Ltd 0.01% New 25,021 $226K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.9% 24,579 $222K
Pictet Asset Management Holding SA 0.00% Add +40.2% 24,276 $220K
O'shaughnessy Asset Management, LLC 0.00% Reduce -11.4% 23,847 $216K
Man Group plc 0.00% Reduce -76.4% 23,838 $216K
Commonwealth Equity Services, LLC 0.00% Reduce -10.4% 23,689 $214K
Mutual of America Capital Management LLC 0.00% Reduce -3.9% 23,020 $208K
Corton Capital Inc. 0.65% Reduce -28.9% 21,644 $196K
Optimize Financial Inc. 0.07% Reduce -29.9% 21,504 $195K
AlphaQuest LLC 0.02% Reduce -66.8% 21,479 $194K
Aigen Investment Management, LP 0.03% New 20,705 $187K
Point72 (DIFC) Ltd 0.02% New 20,232 $183K
Allworth Financial LP 0.00% Add +16831.5% 21,503 $182K
Fiducient Advisors LLC 0.02% No change 20,000 $181K
Barnett & Company, Inc. 0.15% New 19,500 $176K
Wolverine Trading, LLC 0.01% Reduce -23.1% 18,622 $173K
Sherbrooke Park Advisers LLC 0.08% Reduce -32.3% 19,110 $173K
Walleye Trading LLC 0.00% Reduce -91.2% 18,916 $171K
Thoroughbred Financial Services, LLC 0.01% New 18,950 $171K
GMO 0.00% No change 17,932 $162K
Axq Capital, LP 0.06% New 17,244 $156K
Cornerstone Investment Partners, LLC 0.01% New 17,061 $154K
Oxford Asset Management LLP 0.07% Add +65.5% 16,944 $153K
Dimensional Fund Advisors LP 0.00% Reduce -83.5% 16,833 $152K
Acadian Asset Management LLC 0.00% Reduce -41.7% 15,896 $143K
Ameritas Investment Partners, Inc. 0.00% No change 15,725 $142K
Fifth Third Bancorp 0.00% Add +1.1% 15,719 $142K
Mariner, LLC 0.00% Add +8.4% 15,564 $141K
Neuberger Berman Group LLC 0.00% New 15,410 $139K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.0% 15,127 $137K
Fifth Third Wealth Advisors LLC 0.01% Add +0.1% 14,611 $132K
Carnegie Lake Advisors LLC 0.05% Reduce -1.8% 13,900 $126K
Jain Global LLC 0.00% New 13,878 $126K
Choreo, LLC 0.00% Reduce -71.5% 13,831 $125K
Wealth Enhancement Advisory Services, LLC 0.00% New 13,702 $124K
North Berkeley Wealth Management, LLC 0.13% No change 13,600 $123K
Praxis Investment Management Inc. 0.01% Reduce -39.9% 13,600 $123K
Thompson Davis & Co., Inc. 0.10% New 13,683 $122K
PFG Investments, LLC 0.01% Add +14.6% 12,884 $117K
Truvestments Capital LLC 0.02% No change 12,000 $109K
Baird Financial Group, Inc. 0.00% Reduce -21.5% 11,705 $106K
Creative Planning 0.00% New 11,640 $105K
Syon Capital LLC 0.01% No change 11,263 $102K
Vanguard Personalized Indexing Management, LLC 0.00% Add +4.3% 11,156 $101K
Evanson Asset Management, LLC 0.01% Add +0.6% 10,990 $99K
CIBC Asset Management Inc 0.00% Reduce -1.6% 10,854 $98K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 10,809 $98K
United Services Automobile Association 0.00% New 10,312 $96K
Stratos Wealth Partners, LTD. 0.00% Add +3.2% 10,585 $96K
Petrus Trust Company, LTA 0.01% Reduce -90.6% 10,284 $93K
Meyer Handelman Co. 0.00% Reduce -33.3% 10,000 $91K
Gabelli Funds LLC 0.00% No change 10,000 $91K
PNC Financial Services Group, Inc. 0.00% Reduce -6.5% 9,958 $90K
Barrett & Company, Inc. 0.03% No change 8,500 $77K
Walleye Capital LLC 0.00% Add +4279.3% 8,452 $76K
Coldstream Capital Management Inc. 0.00% New 7,791 $71K
KBC Group NV 0.00% New 7,209 $65K
Tower Research Capital LLC (TRC) 0.00% Reduce -88.5% 5,519 $50K
Public Employees Retirement System of Ohio 0.00% Reduce -21.8% 5,211 $47K
Smartleaf Asset Management LLC 0.00% Reduce -0.7% 5,041 $47K
Meeder Asset Management Inc. 0.00% No change 4,290 $39K
Quantbot Technologies LP 0.00% New 3,983 $36K
Versant Capital Management, Inc 0.01% No change 3,716 $34K
US Bancorp \de 0.00% No change 3,498 $32K
GAMMA Investing LLC 0.00% Add +24.9% 3,394 $31K
Quarry LP 0.01% Reduce -17.0% 2,898 $26K
EverSource Wealth Advisors, LLC 0.00% Add +16.6% 2,457 $22K
Nisa Investment Advisors, LLC 0.00% Add +193.9% 2,231 $20K
Huntington National Bank 0.00% Reduce -4.3% 2,222 $20K
Nomura Asset Management Co. Ltd. 0.00% New 2,100 $19K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,600 $14K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,580 $14K
SBI Securities Co., Ltd. 0.00% Reduce -10.2% 924 $8K
Brooklyn Investment Group 0.00% New 895 $8K
Jones Financial Companies LLLP 0.00% New 791 $7K
Capital Advisors, Ltd. LLC 0.00% No change 800 $7K
Blue Trust, Inc. 0.00% No change 744 $7K
Harbor Investment Advisory, LLC 0.00% No change 593 $5K
C M Bidwell & Associates Ltd. 0.00% New 539 $5K
Armstrong Advisory Group, Inc. 0.00% No change 673 $5K
Inlight Wealth Management, LLC 0.00% New 500 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 500 $5K
Federation des caisses Desjardins du Quebec 0.00% Reduce -51.0% 470 $4K
UMB Bank, n.a. 0.00% Add +54.2% 441 $4K
Mascoma Wealth Management LLC 0.00% No change 415 $4K
AdvisorNet Financial, Inc 0.00% No change 411 $4K
Financial Avengers, Inc. 0.00% Add +0.5% 407 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 395 $4K
Crowley Wealth Management, Inc. 0.00% No change 300 $3K
Rothschild Investment LLC 0.00% Add +37.2% 295 $3K
Caitong International Asset Management Co., Ltd 0.00% New 252 $2K
Headlands Technologies LLC 0.00% New 240 $2K
NewEdge Advisors, LLC 0.00% No change 236 $2K
Montag A & Associates Inc. 0.00% No change 166 $2K
Private Wealth Management Group, LLC 0.00% No change 132 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 123 $1K
Grove Bank & Trust 0.00% Reduce -33.5% 113 $1K
Covestor Ltd 0.00% Reduce -5.8% 81 $1K
Bessemer Group Inc. 0.00% New 135 $1K
Hantz Financial Services, Inc. 0.00% New 112 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 110 $996
Farmers & Merchants Investments Inc. 0.00% No change 108 $977
Parkside Financial Bank & Trust 0.00% Add +200.0% 105 $951
Farther Finance Advisors, LLC 0.00% Add +130.3% 76 $687
Aspect Partners, LLC 0.00% New 55 $498
Rialto Wealth Management, LLC 0.00% New 53 $480
Sound Income Strategies, LLC 0.00% No change 53 $480
CoreCap Advisors, LLC 0.00% No change 48 $434
Stephens Consulting, LLC 0.00% New 40 $362
Larson Financial Group LLC 0.00% No change 36 $326
True Wealth Design, LLC 0.00% New 22 $200
Clearstead Advisors, LLC 0.00% No change 5 $44

"% of holder's portfolio" is PBI's weight in each manager's 13F, not the share of Pitney Bowes Inc. the manager owns.