Pitney BowesPBI

13F holders, Q3 2025 (September 30)
320holders +3
43new positions
39sold out
8famous investors
$11.44avg. 13F price*

At the end of Q3 2025, 320 institutions reported holding Pitney Bowes Inc. (PBI) in their 13F filings, up 3 from Q2 2025. 43 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($205.5M), BlackRock, Inc. ($192.0M) and Hestia Capital Management, LLC ($130.9M). 8 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions43$61.2M
Exits39$44.0M

All 13F filers, Q2 2025 → Q3 2025: 20,511,005 shares bought and 15,598,436 shares sold, net +4,912,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 320 holders

Vanguard Group Inc. 0.00% Reduce -15.1% 18,007,210 $205.5M
BlackRock, Inc. 0.00% Reduce -3.9% 16,830,895 $192.0M
Hestia Capital Management, LLC 96.57% Reduce -4.7% 11,474,326 $130.9M
State Street Corp. 0.00% Add +5.5% 6,719,510 $76.7M
Geode Capital Management, LLC 0.00% Add +0.3% 4,022,566 $45.9M
Cannell & Spears LLC 0.72% Add +89.5% 3,364,466 $38.4M
Goldman Sachs Group Inc. 0.01% Add +27.0% 3,320,678 $37.9M
T. Rowe Price Investment Management, Inc. 0.02% Add +54.4% 3,157,902 $36.0M
Permit Capital, LLC 10.19% No change 2,850,000 $32.5M
Invesco Ltd. 0.00% Add +29.5% 2,622,003 $29.9M
Capital Management Corp. 4.19% Add +8.2% 2,337,760 $26.7M
T. Rowe Price Associates Inc. 0.00% Add +1010.7% 2,089,347 $23.8M
Morgan Stanley 0.00% Reduce -42.2% 2,070,052 $23.6M
Charles Schwab Investment Management Inc. 0.00% Add +4.0% 2,026,477 $23.1M
Deutsche Bank AG 0.01% Add +362.0% 1,902,749 $21.7M
Dimensional Fund Advisors LP 0.00% Add +34.4% 1,877,315 $21.4M
Northern Trust Corp. 0.00% Reduce -2.4% 1,868,618 $21.3M
Millennium Management 0.02% Add +14.1% 1,642,148 $18.7M
Citadel Advisors 0.01% Add +140.5% 1,565,479 $17.9M
Bank of New York Mellon Corp 0.00% Reduce -2.9% 1,538,933 $17.6M
JPMorgan Chase & Co. 0.00% Add +16.4% 1,277,934 $14.6M
LSV Asset Management 0.03% New 1,210,500 $13.8M
Qube Research & Technologies Ltd 0.02% Reduce -36.5% 1,115,330 $12.7M
Group One Trading LLC 0.37% Add +27.9% 1,094,222 $12.5M
Hennessy Advisors Inc. 0.42% Reduce -7.4% 1,075,000 $12.3M
Principal Financial Group Inc. 0.01% Add +2.6% 981,543 $11.2M
Two Sigma Investments, LP 0.02% Reduce -35.4% 840,251 $9.6M
Cibc World Market Inc. 0.02% Add +2724.6% 836,071 $9.5M
Jane Street Group, LLC 0.01% Add +13.2% 826,059 $9.4M
Nomura Holdings Inc. 0.05% New 824,552 $9.4M
UBS Group AG 0.00% Reduce -33.4% 755,424 $8.6M
Public Sector Pension Investment Board 0.03% Add +33.0% 716,078 $8.2M
Mizuho Markets Americas LLC 0.16% New 673,388 $7.7M
Victory Capital Management Inc. 0.00% Add +34.0% 628,468 $7.2M
Barclays PLC 0.00% Add +64.7% 614,281 $7.0M
Westside Investment Management, Inc. 1.11% Reduce -0.1% 607,564 $6.9M
Evergreen Wealth Management, LLC 3.51% New 586,418 $6.7M
HSBC Holdings PLC 0.00% Add +234.4% 564,898 $6.4M
Nuveen, LLC 0.00% Reduce -4.1% 558,569 $6.4M
Allspring Global Investments Holdings, LLC 0.01% Add +76.8% 555,747 $6.3M
Franklin Resources Inc. 0.00% Reduce -4.0% 541,366 $6.2M
First Trust Advisors LP 0.00% Reduce -11.5% 535,258 $6.1M
Federated Hermes, Inc. 0.01% Add +0.6% 528,863 $6.0M
D. E. Shaw & Co. 0.01% Add +0.9% 528,101 $6.0M
Renaissance Technologies 0.01% Reduce -27.9% 527,671 $6.0M
Brandywine Global Investment Management, LLC 0.04% Reduce -3.6% 520,561 $5.9M
Gifford Fong Associates 1.23% No change 511,059 $5.8M
Rhumbline Advisers 0.00% Reduce -4.4% 479,328 $5.5M
WINTON GROUP Ltd 0.20% Add +3377.0% 473,223 $5.4M
Intech Investment Management LLC 0.05% Add +130.6% 464,679 $5.3M
Ameriprise Financial Inc. 0.00% Reduce -17.2% 447,742 $5.1M
Legal & General Group Plc 0.00% Reduce -2.9% 431,163 $4.9M
Prudential Financial Inc. 0.01% Reduce -48.0% 424,733 $4.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -40.8% 403,247 $4.6M
GAMCO Investors 0.04% Reduce -20.6% 367,200 $4.2M
Simplex Trading, LLC 0.09% Reduce -0.5% 351,330 $4.0M
Rakuten Investment Management, Inc. 0.01% — 20,184 $4.0M
Harvest Investment Services, LLC 0.80% Add +116.5% 349,385 $4.0M
Neo Ivy Capital Management 0.97% New 347,218 $4.0M
Swiss National Bank 0.00% No change 332,300 $3.8M
LPL Financial LLC 0.00% Add +6.1% 312,376 $3.6M
Phoenix Financial Ltd. 0.04% New 306,000 $3.5M
AQR Capital Management 0.00% Reduce -30.8% 304,993 $3.5M
Parallax Volatility Advisers, L.P. 0.12% Reduce -25.0% 300,000 $3.4M
Kornitzer Capital Management Inc. 0.07% Reduce -8.7% 293,181 $3.3M
Marshall Wace, LLP 0.00% Add +91.2% 286,223 $3.3M
Bank of America Corp. 0.00% Reduce -60.0% 278,417 $3.2M
Systematic Alpha Investments, LLC 0.10% No change 275,000 $3.1M
Advisory Research Inc. 0.41% No change 272,687 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +1871.3% 268,707 $3.1M
Gotham Asset Management 0.01% Add +29.4% 266,888 $3.0M
PEAK6 LLC 0.08% Add +24.9% 265,210 $3.0M
Ingalls & Snyder LLC 0.10% New 260,771 $3.0M
Kingsview Wealth Management, LLC 0.04% Reduce -7.1% 246,540 $2.8M
PARK CIRCLE Co 2.43% Add +20.2% 245,505 $2.8M
Caxton Associates LLP 0.08% Add +1996.5% 242,632 $2.8M
FMR LLC 0.00% Reduce -45.5% 240,528 $2.7M
New York State Teachers Retirement System 0.01% Reduce -6.9% 239,976 $2.7M
Royal Bank of Canada 0.00% Add +37.2% 237,503 $2.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.2% 222,323 $2.5M
Wedge Capital Management L L P 0.04% Add +34.4% 218,124 $2.5M
Citigroup Inc. 0.00% Add +19.1% 215,541 $2.5M
Diametric Capital, LP 0.89% Reduce -5.2% 210,125 $2.4M
RBF Capital, LLC 0.10% Reduce -0.5% 200,000 $2.3M
Triasima Portfolio Management inc. 0.33% Add +300.3% 194,340 $2.2M
California State Teachers Retirement System 0.00% Add +28.4% 193,456 $2.2M
Alliancebernstein L.P. 0.00% Add +4.8% 188,483 $2.2M
Sei Investments Co. 0.00% Add +213.0% 186,614 $2.1M
Susquehanna International Group, LLP 0.00% Reduce -70.8% 186,419 $2.1M
Twinbeech Capital LP 0.08% Add +1683.8% 182,391 $2.1M
Jackson Creek Investment Advisors LLC 0.57% Reduce -0.0% 171,788 $2.0M
State of Wisconsin Investment Board 0.00% Add +78.8% 171,312 $2.0M
Raymond James Financial Inc. 0.00% Add +19.0% 169,714 $1.9M
Russell Investments Group, Ltd. 0.00% Reduce -9.4% 167,895 $1.9M
Verition Fund Management LLC 0.01% Add +7.6% 164,520 $1.9M
Bank of Montreal 0.00% Add +147.9% 163,028 $1.9M
Contrarian Capital Management, L.L.C. 0.46% Reduce -0.6% 159,000 $1.8M
National Bank of Canada 0.00% Reduce -4.1% 158,070 $1.8M
Teacher Retirement System of Texas 0.01% Reduce -43.6% 153,079 $1.7M
Envestnet Asset Management Inc. 0.00% Reduce -4.1% 151,563 $1.7M
Denali Advisors LLC 0.19% New 149,840 $1.7M
IMC-Chicago, LLC 0.03% Add +4.6% 148,754 $1.7M
Wells Fargo & Company 0.00% Add +11.4% 147,774 $1.7M
Two Sigma Advisers, LP 0.00% Reduce -52.2% 147,200 $1.7M
XTX Topco Ltd 0.09% New 144,420 $1.6M
Alps Advisors Inc. 0.01% No change 135,417 $1.5M
Osaic Holdings, Inc. 0.00% Add +23.2% 123,294 $1.5M
Corsair Capital Management, L.P. 0.26% Add +18.1% 130,476 $1.5M
American Assets Investment Management, LLC 0.11% No change 130,000 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -2.5% 117,726 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -3.7% 112,930 $1.3M
Engineers Gate Manager LP 0.01% Reduce -24.9% 112,016 $1.3M
Comerica Bank 0.00% Add +15.2% 109,558 $1.3M
MetLife Investment Management, LLC 0.01% Reduce -10.4% 98,107 $1.1M
Quantbot Technologies LP 0.03% New 92,810 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -4.5% 89,683 $1.0M
Polen Capital Management LLC 0.00% Add +29.7% 88,476 $1.0M
NJ State Employees Deferred Compensation Plan 0.11% No change 88,000 $1.0M
Illinois Municipal Retirement Fund 0.01% Add +4.6% 87,817 $1.0M
AlphaQuest LLC 0.06% Add +37.1% 85,416 $975K
Manufacturers Life Insurance Company, The 0.00% Reduce -12.4% 83,068 $948K
Barnett & Company, Inc. 0.71% Add +3.2% 80,200 $915K
Supplemental Annuity Collective Trust of NJ 0.24% No change 80,000 $913K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -20.7% 79,799 $911K
Jump Financial, LLC 0.01% New 79,013 $902K
Truist Financial Corp. 0.00% Add +599.0% 78,502 $896K
Redmont Wealth Advisors LLC 1.22% No change 76,546 $873K
Janus Henderson Group PLC 0.00% No change 76,432 $872K
SummerHaven Investment Management, LLC 0.51% New 76,434 $872K
Silver Lake Advisory, LLC 0.34% Add +0.6% 75,613 $863K
MML Investors Services, LLC 0.00% Add +37.1% 74,653 $852K
BNP Paribas Financial Markets 0.00% Reduce -64.0% 74,090 $845K
STRS Ohio 0.00% Reduce -6.3% 73,300 $836K
Louisiana State Employees Retirement System 0.01% Reduce -1.2% 72,800 $831K
Cetera Investment Advisers 0.00% Add +0.1% 72,587 $828K
State Board of Administration of Florida Retirement System 0.00% No change 71,667 $818K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.3% 71,423 $815K
SG Americas Securities, LLC 0.00% New 69,660 $795K
Macquarie Group Ltd. 0.00% New 69,500 $793K
O'shaughnessy Asset Management, LLC 0.00% Add +109.2% 69,045 $788K
First Citizens Bank & Trust Co. 0.02% Reduce -16.8% 67,573 $771K
Prelude Capital Management, LLC 0.06% Reduce -23.2% 67,359 $769K
Brevan Howard Capital Management LP 0.01% Reduce -46.4% 67,320 $768K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -4.9% 66,705 $761K
Wolverine Asset Management LLC 0.05% Reduce -4.8% 65,515 $748K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -17.0% 64,933 $741K
TSP Capital Management Group, LLC 0.19% New 62,800 $717K
Sanctuary Advisors, LLC 0.00% Reduce -17.8% 62,644 $715K
State of Tennessee, Department of Treasury 0.00% Reduce -17.9% 62,116 $709K
Wealth Effects LLC 0.22% Reduce -10.9% 61,000 $696K
Quadrature Capital Ltd 0.01% Add +148.1% 60,464 $690K
HB Wealth Management, LLC 0.00% Add +0.5% 60,391 $689K
Sigma Planning Corp 0.02% Reduce -4.0% 60,359 $689K
New York State Common Retirement Fund 0.00% No change 58,080 $663K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +14.3% 55,954 $638K
Susquehanna Portfolio Strategies, LLC 0.01% No change 55,102 $629K
Atom Investors LP 0.05% New 53,348 $609K
Advisory Services Network, LLC 0.01% Add +2.4% 52,975 $604K
Massachusetts Financial Services Co. 0.00% Reduce -33.5% 52,275 $596K
Arizona State Retirement System 0.00% Add +0.4% 50,954 $581K
Tidal Investments LLC 0.00% Reduce -38.3% 50,625 $578K
Lazard Asset Management LLC 0.00% Reduce -2.9% 50,289 $574K
Yousif Capital Management, LLC 0.01% Reduce -16.5% 49,243 $562K
Police & Firemen's Retirement System of New Jersey 0.00% Add +15.0% 48,529 $554K
Amalgamated Bank 0.00% Add +3.5% 46,680 $533K
Sterling Capital Management LLC 0.01% Add +10.8% 45,827 $523K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -10.7% 45,049 $514K
Teton Advisors, LLC 0.32% — 45,000 $513K
PDT Partners, LLC 0.03% Reduce 0.0% 44,196 $504K
Pekin Hardy Strauss, Inc. 0.05% New 40,587 $463K
Y-Intercept (Hong Kong) Ltd 0.01% New 40,437 $461K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.4% 40,328 $460K
Wolverine Trading, LLC 0.01% Add +243.5% 39,935 $448K
TD Asset Management Inc 0.00% New 38,516 $439K
Cruiser Capital Advisors, LLC 0.43% No change 37,906 $433K
Weiss Asset Management LP 0.01% New 36,873 $421K
KLP Kapitalforvaltning As 0.00% No change 35,900 $410K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.3% 35,679 $407K
Pathstone Holdings, LLC 0.00% Add +24.7% 34,971 $399K
Xponance LLC 0.00% Reduce -25.8% 33,444 $382K
Choreo, LLC 0.00% Reduce -3.1% 32,970 $376K
Arax Advisory Partners 0.01% New 32,559 $371K
ProShare Advisors LLC 0.00% Reduce -20.3% 32,274 $368K
Natixis Advisors, LLC 0.00% Reduce -13.9% 32,055 $366K
Voya Investment Management LLC 0.00% Reduce -55.7% 31,735 $362K
State of Wyoming 0.04% Reduce -26.1% 31,475 $359K
Optimist Retirement Group LLC 0.16% Reduce -9.2% 31,259 $357K
Amundi 0.00% Add +13.9% 30,966 $339K
Blueshift Asset Management, LLC 0.10% New 29,637 $338K
&partners 0.00% Reduce -9.7% 29,113 $332K
Pictet Asset Management Holding SA 0.00% No change 28,545 $326K
Meritage Portfolio Management 0.02% New 27,645 $315K
Orion Porfolio Solutions, LLC 0.00% New 27,594 $315K
Commonwealth Equity Services, LLC 0.00% Add +24.6% 27,525 $314K
Thoroughbred Financial Services, LLC 0.02% Add +28.9% 25,451 $290K
Steward Partners Investment Advisory, LLC 0.00% Add +1.4% 24,952 $285K
GMO 0.00% No change 24,468 $279K
Maryland State Retirement & Pension System 0.01% Reduce -50.2% 22,976 $262K
Medallion Wealth Advisors, LLC 0.09% No change 22,700 $259K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.5% 22,669 $259K
Corient Private Wealth LP 0.00% Add +23.4% 22,677 $259K
Cooper/Haims Advisors, LLC 0.12% Reduce -18.2% 22,406 $256K
Allworth Financial LP 0.00% Add +0.1% 22,007 $251K
Cwm, LLC 0.00% Add +1.3% 21,762 $248K
Thompson Davis & Co., Inc. 0.15% Reduce -0.8% 21,870 $248K
Contravisory Investment Management, Inc. 0.05% New 21,634 $247K
Ironwood Investment Management LLC 0.11% No change 21,179 $242K
Crumly & Associates Inc. 0.05% Reduce -16.4% 21,137 $241K
Trail Ridge Investment Advisors, LLC 0.11% Add +5.1% 20,890 $238K
AXA Investment Managers S.A. 0.00% — 19,170 $219K
Lanark Financial, Inc. 0.02% Add +66.7% 18,943 $216K
Fiducient Advisors LLC 0.02% No change 18,463 $211K
CIBC Bancorp USA Inc. 0.00% — 18,403 $210K
Creative Planning 0.00% Add +13.5% 18,402 $210K
Wedbush Securities Inc. 0.01% Reduce -52.7% 18,096 $206K
Quantinno Capital Management LP 0.00% Add +20.4% 18,046 $206K
Mutual of America Capital Management LLC 0.00% Reduce -12.4% 17,738 $202K
Wealth Enhancement Advisory Services, LLC 0.00% Add +13.3% 18,012 $198K
Balyasny Asset Management L.P. 0.00% Add +5.2% 17,177 $196K
Penbrook Management LLC 0.14% No change 17,050 $195K
Advyzon Investment Management, LLC 0.03% New 17,020 $194K
Neuberger Berman Group LLC 0.00% Reduce -4.6% 16,794 $192K
Cornerstone Investment Partners, LLC 0.01% Reduce -6.9% 15,885 $181K
Crossmark Global Holdings, Inc. 0.00% Add +0.1% 15,001 $171K
Harvest Fund Management Co., Ltd 0.01% Reduce -62.2% 15,030 $171K
Mercer Global Advisors Inc. 0.00% Reduce -58.3% 14,941 $170K
Fifth Third Wealth Advisors LLC 0.01% No change 14,627 $167K
Ameritas Investment Partners, Inc. 0.01% Reduce -23.1% 14,423 $165K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.9% 13,646 $156K
North Berkeley Wealth Management, LLC 0.12% No change 13,600 $155K
Praxis Investment Management Inc. 0.01% No change 13,600 $155K
Ritholtz Wealth Management 0.00% New 13,150 $150K
EntryPoint Capital, LLC 0.06% Add +8.4% 13,113 $150K
Baird Financial Group, Inc. 0.00% Reduce -0.6% 13,081 $149K
Range Financial Group LLC 0.05% Reduce -90.0% 12,188 $139K
Truvestments Capital LLC 0.02% No change 12,000 $137K
Stratos Wealth Partners, LTD. 0.00% Add +17.6% 11,993 $137K
Longboard Asset Management, LP 0.22% New 11,692 $133K
Vanguard Personalized Indexing Management, LLC 0.00% Add +1.9% 11,642 $133K
Mackenzie Financial Corp. 0.00% Reduce -88.2% 11,341 $129K
Syon Capital LLC 0.01% No change 11,263 $129K
Evanson Asset Management, LLC 0.01% Add +0.6% 11,135 $127K
PFG Investments, LLC 0.01% New 11,100 $127K
CIBC Asset Management Inc 0.00% No change 10,854 $124K
PNC Financial Services Group, Inc. 0.00% Add +3.0% 10,825 $124K
Scotia Capital Inc. 0.00% Reduce -62.2% 10,446 $119K
Kintayl Capital LP 0.08% No change 10,208 $116K
Meyer Handelman Co. 0.00% No change 10,000 $114K
Gabelli Funds LLC 0.00% No change 10,000 $114K
Barrett & Company, Inc. 0.03% No change 8,500 $97K
Essential Partners LLC 0.02% Add +0.3% 6,371 $73K
Tower Research Capital LLC (TRC) 0.00% Reduce -63.0% 6,267 $72K
Canada Pension Plan Investment Board 0.00% No change 4,700 $54K
KBC Group NV 0.00% No change 4,538 $52K
Smartleaf Asset Management LLC 0.00% Add +8.5% 4,205 $47K
Rockefeller Capital Management L.P. 0.00% New 3,941 $45K
Versant Capital Management, Inc 0.01% No change 3,771 $43K
Walleye Capital LLC 0.00% Reduce -75.7% 3,771 $43K
GAMMA Investing LLC 0.00% Add +7.6% 3,724 $42K
EverSource Wealth Advisors, LLC 0.00% No change 3,472 $40K
US Bancorp \de 0.00% Reduce -1.3% 3,453 $39K
Public Employees Retirement System of Ohio 0.00% Reduce -20.9% 3,031 $35K
Nisa Investment Advisors, LLC 0.00% Add +21.1% 2,702 $31K
Huntington National Bank 0.00% No change 2,222 $25K
Nomura Asset Management Co. Ltd. 0.00% No change 2,100 $24K
St Germain D J Co. Inc. 0.00% No change 2,091 $24K
Jones Financial Companies LLLP 0.00% Add +101.0% 1,990 $22K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +3.1% 1,915 $22K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,580 $18K
Hantz Financial Services, Inc. 0.00% Add +432.2% 1,288 $15K
SBI Securities Co., Ltd. 0.00% Add +34.5% 1,006 $11K
Halbert Hargrove Global Advisors, LLC 0.00% New 1,000 $11K
IFP Advisors, Inc 0.00% Add +27.7% 921 $11K
Fifth Third Bancorp 0.00% Reduce -93.7% 908 $10K
Harbor Capital Advisors, Inc. 0.00% New 880 $10K
UMB Bank, n.a. 0.00% Add +8.1% 797 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% New 720 $8K
Armstrong Advisory Group, Inc. 0.00% Add +0.6% 686 $8K
Salomon & Ludwin, LLC 0.00% New 669 $7K
C M Bidwell & Associates Ltd. 0.00% Add +2.4% 599 $7K
Harbor Investment Advisory, LLC 0.00% No change 593 $7K
Quarry LP 0.00% Reduce -85.8% 551 $6K
Bessemer Group Inc. 0.00% Add +269.6% 499 $6K
Inlight Wealth Management, LLC 0.00% No change 500 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 500 $6K
Blue Trust, Inc. 0.00% New 500 $6K
TD Waterhouse Canada Inc. 0.00% New 500 $6K
Optiver Holding B.V. 0.00% New 466 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 460 $5K
Financial Consulate, Inc. 0.00% New 430 $5K
Financial Avengers, Inc. 0.00% Add +0.7% 413 $5K
AdvisorNet Financial, Inc 0.00% No change 411 $5K
Creative Financial Designs Inc. 0.00% New 403 $5K
Rothschild Investment LLC 0.00% Reduce -22.2% 315 $4K
Crowley Wealth Management, Inc. 0.00% No change 300 $3K
Ameritas Advisory Services, LLC 0.00% No change 296 $3K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -25.3% 295 $3K
ESL Trust Services, LLC 0.00% New 250 $3K
NewEdge Advisors, LLC 0.00% No change 236 $3K
Global Retirement Partners, LLC 0.00% Reduce -66.1% 216 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +55.3% 191 $2K
Wealthspire Advisors, LLC 0.00% New 188 $2K
Picton Mahoney Asset Management 0.00% Reduce -99.9% 169 $2K
Parkside Financial Bank & Trust 0.00% No change 160 $2K
Private Wealth Management Group, LLC 0.00% No change 132 $2K
Larson Financial Group LLC 0.00% Add +274.3% 131 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 110 $1K
Farmers & Merchants Investments Inc. 0.00% No change 108 $1K
Clayton Financial Group LLC 0.00% New 100 $1K
Rosenberg Matthew Hamilton 0.00% No change 100 $1K
Farther Finance Advisors, LLC 0.00% Add +133.3% 98 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 90 $1K
Covestor Ltd 0.00% Reduce -27.3% 88 $1K
Clearstead Advisors, LLC 0.00% Add +140.0% 72 $821
Clearstead Trust, LLC 0.00% No change 71 $811
Sound Income Strategies, LLC 0.00% No change 53 $611
CoreCap Advisors, LLC 0.00% No change 48 $548
Caitong International Asset Management Co., Ltd 0.00% Reduce -82.0% 27 $308
Signaturefd, LLC 0.00% New 26 $297
Assetmark, Inc. 0.00% No change 21 $240

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