Pitney BowesPBI

13F holders, Q4 2025 (December 31)
327holders +7
43new positions
45sold out
9famous investors
$10.57avg. 13F price*

At the end of Q4 2025, 327 institutions reported holding Pitney Bowes Inc. (PBI) in their 13F filings, up 7 from Q3 2025. 43 opened new positions and 45 sold out. The largest holders were Vanguard Group Inc. ($171.9M), BlackRock, Inc. ($166.4M) and Hestia Capital Management, LLC ($89.4M). 9 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions43$51.0M
Exits45$93.2M

All 13F filers, Q3 2025 → Q4 2025: 17,387,278 shares bought and 25,482,592 shares sold, net −8,095,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 327 holders

Vanguard Group Inc. 0.00% Reduce -9.7% 16,264,906 $171.9M
BlackRock, Inc. 0.00% Reduce -6.4% 15,746,151 $166.4M
Hestia Capital Management, LLC 94.79% Reduce -26.3% 8,455,805 $89.4M
State Street Corp. 0.00% Reduce -4.6% 6,411,766 $67.8M
Goldman Sachs Group Inc. 0.01% Add +44.2% 4,788,926 $50.6M
LSV Asset Management 0.10% Add +246.7% 4,197,189 $44.4M
Geode Capital Management, LLC 0.00% Reduce -5.0% 3,823,465 $40.4M
Permit Capital, LLC 10.69% Add +14.0% 3,250,000 $34.4M
Capital Management Corp. 5.08% Add +25.4% 2,930,328 $31.0M
Millennium Management 0.02% Add +60.2% 2,630,801 $27.8M
Dimensional Fund Advisors LP 0.00% Add +13.9% 2,138,170 $22.6M
Invesco Ltd. 0.00% Reduce -20.3% 2,089,888 $22.1M
Charles Schwab Investment Management Inc. 0.00% Add +1.9% 2,064,935 $21.8M
Morgan Stanley 0.00% Reduce -11.6% 1,830,152 $19.3M
Bank of New York Mellon Corp 0.00% Add +14.7% 1,764,902 $18.7M
Northern Trust Corp. 0.00% Reduce -11.5% 1,654,567 $17.5M
Deutsche Bank AG 0.01% Reduce -20.0% 1,523,027 $16.1M
D. E. Shaw & Co. 0.01% Add +152.6% 1,334,059 $14.1M
T. Rowe Price Associates Inc. 0.00% Reduce -39.6% 1,262,095 $13.3M
Jane Street Group, LLC 0.02% Add +50.3% 1,241,759 $13.1M
Qube Research & Technologies Ltd 0.02% Add +5.8% 1,179,754 $12.5M
Point72 Asset Management 0.02% New 1,144,850 $12.1M
Nomura Holdings Inc. 0.03% Add +31.5% 1,084,360 $11.5M
Citadel Advisors 0.01% Reduce -31.7% 1,069,923 $11.3M
Principal Financial Group Inc. 0.01% Add +6.4% 1,044,630 $11.0M
Saber Capital Managment, LLC 9.21% — 1,020,946 $10.8M
Hennessy Advisors Inc. 0.38% Reduce -6.1% 1,009,300 $10.7M
Two Sigma Investments, LP 0.02% Add +16.1% 975,560 $10.3M
Federated Hermes, Inc. 0.01% Add +54.9% 818,995 $8.7M
Cibc World Market Inc. 0.01% Reduce -6.5% 781,742 $8.3M
HSBC Holdings PLC 0.00% Add +32.8% 750,224 $7.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +82.6% 736,416 $7.8M
Evergreen Wealth Management, LLC 3.72% Add +19.1% 698,354 $7.4M
Barclays PLC 0.00% Add +12.3% 690,094 $7.3M
Mizuho Markets Americas LLC 0.15% Add +1.4% 682,808 $7.2M
UBS Group AG 0.00% Reduce -11.7% 667,432 $7.1M
Public Sector Pension Investment Board 0.02% Reduce -11.6% 632,842 $6.7M
Westside Investment Management, Inc. 1.05% Add +1.8% 618,364 $6.5M
Victory Capital Management Inc. 0.00% Reduce -1.9% 616,470 $6.5M
JPMorgan Chase & Co. 0.00% Reduce -52.4% 608,158 $6.4M
Solidarity Wealth, LLC 1.28% New 589,929 $6.2M
Group One Trading LLC 0.18% Reduce -47.2% 578,196 $6.1M
Nuveen, LLC 0.00% Reduce -5.3% 529,160 $5.6M
Canada Pension Plan Investment Board 0.00% Add +10806.4% 512,600 $5.4M
Gifford Fong Associates 1.08% No change 511,059 $5.4M
Brandywine Global Investment Management, LLC 0.04% Reduce -3.5% 502,064 $5.3M
GAMCO Investors 0.05% Add +33.8% 491,200 $5.2M
Rhumbline Advisers 0.00% Reduce -10.5% 429,108 $4.5M
Ruffer LLP 0.20% New 423,474 $4.5M
Susquehanna International Group, LLP 0.01% Add +124.0% 417,583 $4.4M
Ameriprise Financial Inc. 0.00% Reduce -8.8% 408,190 $4.3M
Legal & General Group Plc 0.00% Reduce -9.1% 391,753 $4.1M
Phoenix Financial Ltd. 0.04% Add +20.9% 370,000 $3.9M
Ingalls & Snyder LLC 0.14% Add +41.4% 368,806 $3.9M
First Trust Advisors LP 0.00% Reduce -32.2% 363,050 $3.8M
Tudor Investment Corporation 0.02% New 343,870 $3.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +23.7% 332,507 $3.5M
Norges Bank 0.00% — 331,000 $3.5M
HRT Financial LP 0.01% New 324,648 $3.4M
Swiss National Bank 0.00% Reduce -3.0% 322,400 $3.4M
Two Sigma Advisers, LP 0.01% Add +117.3% 319,800 $3.4M
Maxi Investments CY Ltd 0.61% New 316,000 $3.3M
Bessemer Group Inc. 0.01% Add +62134.9% 310,552 $3.3M
LPL Financial LLC 0.00% Reduce -0.8% 309,794 $3.3M
Parallax Volatility Advisers, L.P. 0.11% No change 300,000 $3.2M
III Capital Management 0.69% New 280,000 $3.0M
Systematic Alpha Investments, LLC 0.09% No change 275,000 $2.9M
Kornitzer Capital Management Inc. 0.06% Reduce -7.9% 269,960 $2.9M
CANADA LIFE ASSURANCE Co 0.00% Add +21.0% 268,982 $2.8M
Wedge Capital Management L L P 0.05% Add +15.0% 250,842 $2.7M
Diametric Capital, LP 0.68% Add +13.3% 238,105 $2.5M
Bank of America Corp. 0.00% Reduce -15.9% 234,258 $2.5M
New York State Teachers Retirement System 0.00% Reduce -2.7% 233,532 $2.5M
Simplex Trading, LLC 0.07% Reduce -35.0% 228,269 $2.4M
AQR Capital Management 0.00% Reduce -26.6% 223,756 $2.4M
Jump Financial, LLC 0.03% Add +172.7% 215,503 $2.3M
Alliancebernstein L.P. 0.00% Add +12.9% 212,879 $2.3M
XTX Topco Ltd 0.06% Add +45.6% 210,269 $2.2M
Prudential Financial Inc. 0.00% Reduce -51.3% 206,890 $2.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% New 198,720 $2.1M
PEAK6 LLC 0.06% Reduce -25.6% 197,326 $2.1M
National Bank of Canada 0.00% Add +18.5% 187,338 $2.0M
Wells Fargo & Company 0.00% Add +25.9% 185,983 $2.0M
Sei Investments Co. 0.00% Reduce -0.6% 185,537 $2.0M
Caxton Associates LLP 0.04% Reduce -27.0% 177,218 $1.9M
Picton Mahoney Asset Management 0.02% Add +103164.5% 174,517 $1.8M
Y-Intercept (Hong Kong) Ltd 0.04% Add +325.8% 172,170 $1.8M
Gsa Capital Partners LLP 0.16% New 170,453 $1.8M
Russell Investments Group, Ltd. 0.00% Reduce -1.7% 164,999 $1.7M
California State Teachers Retirement System 0.00% Reduce -19.3% 156,113 $1.7M
Bank of Montreal 0.00% Reduce -6.9% 151,782 $1.6M
Envestnet Asset Management Inc. 0.00% Add +0.1% 151,669 $1.6M
Jupiter Asset Management Ltd. 0.01% New 150,674 $1.6M
Denali Advisors LLC 0.18% No change 149,840 $1.6M
Janney Montgomery Scott LLC 0.00% New 136,218 $1.4M
Alps Advisors Inc. 0.01% No change 135,417 $1.4M
Intech Investment Management LLC 0.01% Reduce -71.0% 134,974 $1.4M
Raymond James Financial Inc. 0.00% Reduce -21.6% 133,036 $1.4M
American Assets Investment Management, LLC 0.09% No change 130,000 $1.4M
Verition Fund Management LLC 0.01% Reduce -21.4% 129,341 $1.4M
Corsair Capital Management, L.P. 0.21% Reduce -7.7% 120,495 $1.3M
State of Wisconsin Investment Board 0.00% Reduce -32.0% 116,437 $1.2M
Brevan Howard Capital Management LP 0.03% Add +70.4% 114,720 $1.2M
Kestra Advisory Services, LLC 0.01% Add +0.8% 113,787 $1.2M
Nomura Asset Management International Inc. 0.00% — 111,000 $1.2M
Comerica Bank 0.00% Add +0.6% 110,224 $1.2M
Franklin Resources Inc. 0.00% Reduce -79.7% 109,760 $1.2M
Mackenzie Financial Corp. 0.00% Add +840.5% 106,661 $1.1M
Citigroup Inc. 0.00% Reduce -50.4% 106,918 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -13.6% 101,726 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -34.3% 100,517 $1.1M
Aquatic Capital Management LLC 0.03% New 98,158 $1.0M
Walleye Capital LLC 0.01% Add +2469.1% 96,880 $1.0M
Quantinno Capital Management LP 0.00% Add +435.1% 96,572 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -26.0% 91,205 $964K
Freestone Grove Partners LP 0.01% New 89,585 $947K
State of Alaska, Department of Revenue 0.01% Reduce -4.8% 85,385 $901K
Illinois Municipal Retirement Fund 0.01% Reduce -3.0% 85,183 $900K
Engineers Gate Manager LP 0.01% Reduce -24.0% 85,144 $900K
AlphaQuest LLC 0.05% Reduce -2.4% 83,396 $881K
MetLife Investment Management, LLC 0.00% Reduce -15.5% 82,876 $876K
IMC-Chicago, LLC 0.01% Reduce -45.8% 80,693 $853K
EntryPoint Capital, LLC 0.33% Add +501.4% 78,861 $834K
Jain Global LLC 0.01% New 77,367 $818K
Redmont Wealth Advisors LLC 1.23% Add +0.0% 76,573 $809K
SummerHaven Investment Management, LLC 0.46% No change 76,434 $808K
Janus Henderson Group PLC 0.00% No change 76,432 $808K
Silver Lake Advisory, LLC 0.31% Add +0.9% 76,304 $807K
Twinbeech Capital LP 0.06% Reduce -58.5% 75,696 $800K
Manufacturers Life Insurance Company, The 0.00% Reduce -9.3% 75,328 $796K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.1% 74,928 $792K
Fox Run Management, L.L.C. 0.12% New 72,621 $768K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.1% 70,613 $746K
Gotham Asset Management 0.00% Reduce -73.6% 70,488 $745K
Louisiana State Employees Retirement System 0.01% Reduce -6.9% 67,800 $717K
Weiss Asset Management LP 0.01% Add +82.1% 67,134 $710K
First Citizens Bank & Trust Co. 0.01% Reduce -1.0% 66,916 $707K
Wolverine Asset Management LLC 0.04% No change 65,515 $692K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.8% 64,406 $681K
Cruiser Capital Advisors, LLC 0.56% Add +66.0% 62,906 $665K
Wealth Effects LLC 0.20% No change 61,000 $645K
Polen Capital Management LLC 0.00% Reduce -31.4% 60,710 $642K
HB Wealth Management, LLC 0.00% Add +0.4% 60,639 $641K
BNP Paribas Financial Markets 0.00% Reduce -19.3% 59,805 $632K
Supplemental Annuity Collective Trust of NJ 0.16% Reduce -25.3% 59,800 $632K
Sigma Planning Corp 0.02% Reduce -1.7% 59,345 $627K
Royal Bank of Canada 0.00% Reduce -75.1% 59,184 $625K
SG Americas Securities, LLC 0.00% Reduce -15.9% 58,600 $619K
Barnett & Company, Inc. 0.49% Reduce -28.1% 57,700 $610K
Indivisible Partners 0.06% — 56,264 $595K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 55,954 $591K
Capital Fund Management S.A. 0.01% New 55,117 $583K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -2.9% 53,532 $566K
Boothbay Fund Management, LLC 0.01% New 53,175 $562K
Unifi Asset Management LP 0.61% — 52,750 $558K
State Board of Administration of Florida Retirement System 0.00% Reduce -27.5% 51,972 $549K
State of Tennessee, Department of Treasury 0.00% Reduce -16.8% 51,713 $539K
Massachusetts Financial Services Co. 0.00% Reduce -3.2% 50,602 $535K
Advyzon Investment Management, LLC 0.06% Add +194.7% 50,161 $530K
Lazard Asset Management LLC 0.00% Reduce -0.3% 50,126 $530K
New York State Common Retirement Fund 0.00% Reduce -17.6% 47,880 $506K
Dark Forest Capital Management LP 0.02% New 47,055 $497K
Advisory Services Network, LLC 0.01% Reduce -12.7% 46,253 $489K
O'shaughnessy Asset Management, LLC 0.00% Reduce -33.5% 45,931 $485K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -6.3% 45,484 $481K
Arizona State Retirement System 0.00% Reduce -10.8% 45,436 $480K
Teton Advisors, LLC 0.33% No change 45,000 $476K
Cetera Investment Advisers 0.00% Reduce -38.1% 44,919 $475K
Sterling Capital Management LLC 0.01% Reduce -3.1% 44,417 $469K
Amalgamated Bank 0.00% Reduce -6.9% 43,447 $459K
Prelude Capital Management, LLC 0.03% Reduce -37.3% 42,212 $446K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2103.8% 42,203 $446K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -11.4% 39,932 $422K
State of Wyoming 0.05% Add +25.1% 39,391 $416K
Yousif Capital Management, LLC 0.00% Reduce -17.5% 40,630 $406K
Brooklyn Investment Group 0.02% New 37,290 $399K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -9.1% 36,651 $387K
KLP Kapitalforvaltning As 0.00% No change 35,900 $379K
Entropy Technologies, LP 0.02% New 35,791 $378K
Pathstone Holdings, LLC 0.00% Reduce -3.0% 33,904 $358K
Oregon Public Employees Retirement Fund 0.00% Reduce -5.1% 33,848 $358K
Optimist Retirement Group LLC 0.15% No change 31,259 $330K
ProShare Advisors LLC 0.00% Reduce -3.2% 31,233 $330K
RBF Capital, LLC 0.01% Reduce -85.0% 30,000 $317K
Voya Investment Management LLC 0.00% Reduce -8.2% 29,146 $308K
Pictet Asset Management Holding SA 0.00% No change 28,545 $302K
Amundi 0.00% Reduce -8.2% 28,420 $300K
Mirabella Financial Services LLP 0.03% New 25,395 $268K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.8% 24,497 $259K
&partners 0.00% Reduce -17.9% 23,895 $253K
FMR LLC 0.00% Reduce -90.2% 23,688 $250K
Trail Ridge Investment Advisors, LLC 0.11% Add +12.9% 23,584 $249K
Xponance LLC 0.00% Reduce -30.1% 23,377 $247K
Meritage Portfolio Management 0.02% Reduce -15.6% 23,343 $247K
Public Employees Retirement Association of Colorado 0.00% No change 22,669 $240K
Medallion Wealth Advisors, LLC 0.08% No change 22,700 $240K
Natixis Advisors, LLC 0.00% Reduce -29.9% 22,477 $238K
Cooper/Haims Advisors, LLC 0.11% No change 22,406 $237K
Allworth Financial LP 0.00% Add +0.6% 22,133 $234K
Maryland State Retirement & Pension System 0.00% Reduce -5.7% 21,664 $229K
Ironwood Investment Management LLC 0.09% No change 21,179 $224K
Mercer Global Advisors Inc. 0.00% Add +39.8% 20,887 $221K
Contravisory Investment Management, Inc. 0.04% Reduce -3.9% 20,800 $220K
Integrated Wealth Concepts LLC 0.00% New 19,929 $211K
Crumly & Associates Inc. 0.04% Reduce -10.0% 19,022 $201K
Schonfeld Strategic Advisors LLC 0.00% New 18,641 $197K
Corient Private Wealth LP 0.00% Reduce -18.0% 18,600 $197K
Fiducient Advisors LLC 0.02% No change 18,463 $195K
Tidal Investments LLC 0.00% Reduce -63.5% 18,453 $195K
Commonwealth Equity Services, LLC 0.00% Reduce -33.5% 18,303 $193K
Creative Planning 0.00% Reduce -3.8% 17,708 $187K
Cwm, LLC 0.00% Reduce -19.1% 17,600 $186K
Mutual of America Capital Management LLC 0.00% Reduce -4.6% 16,920 $179K
Harvest Investment Services, LLC 0.03% Reduce -95.2% 16,854 $178K
Neuberger Berman Group LLC 0.00% Reduce -2.5% 16,366 $173K
Stifel Financial Corp. 0.00% New 16,140 $171K
Pekin Hardy Strauss, Inc. 0.02% Reduce -60.3% 16,096 $170K
Cornerstone Investment Partners, LLC 0.01% Add +0.1% 15,895 $168K
Baird Financial Group, Inc. 0.00% Add +20.1% 15,705 $166K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -10.8% 16,069 $163K
Crossmark Global Holdings, Inc. 0.00% No change 15,001 $159K
GMO 0.00% Reduce -39.3% 14,844 $157K
FourThought Financial Partners, LLC 0.01% New 14,817 $157K
FORM Wealth Advisors, LLC 0.02% — 14,684 $155K
Northwestern Mutual Wealth Management Co. 0.00% No change 13,646 $144K
Praxis Investment Management Inc. 0.01% No change 13,600 $144K
North Berkeley Wealth Management, LLC 0.08% No change 13,600 $144K
Oxford Asset Management LLP 0.05% New 13,551 $143K
Thoroughbred Financial Services, LLC 0.01% Reduce -47.6% 13,335 $140K
Ameritas Investment Partners, Inc. 0.00% Reduce -9.2% 13,102 $138K
Lanark Financial, Inc. 0.01% Reduce -31.4% 13,005 $137K
Profund Advisors LLC 0.00% New 12,973 $137K
Catalyst Funds Management Pty Ltd 0.03% New 12,600 $133K
Stratos Wealth Partners, LTD. 0.00% Add +1.1% 12,123 $128K
Truvestments Capital LLC 0.02% No change 12,000 $127K
Campbell & CO Investment Adviser LLC 0.01% New 11,792 $125K
Longboard Asset Management, LP 0.79% No change 11,692 $124K
Fifth Third Wealth Advisors LLC 0.00% Reduce -20.4% 11,639 $123K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -1.7% 11,440 $121K
Syon Capital LLC 0.01% No change 11,263 $119K
Evanson Asset Management, LLC 0.01% Add +0.9% 11,237 $119K
CIBC Asset Management Inc 0.00% No change 10,854 $115K
Thompson Davis & Co., Inc. 0.07% Reduce -50.6% 10,811 $114K
AlphaGrep UK Ltd 0.04% — 10,700 $113K
Cibc World Markets Corp. 0.00% — 10,678 $113K
PNC Financial Services Group, Inc. 0.00% Reduce -2.4% 10,561 $112K
Balyasny Asset Management L.P. 0.00% Reduce -39.7% 10,365 $110K
Cerity Partners LLC 0.00% New 10,254 $108K
Meyer Handelman Co. 0.00% No change 10,000 $106K
Gabelli Funds LLC 0.00% No change 10,000 $106K
Barrett & Company, Inc. 0.03% No change 8,500 $90K
Tower Research Capital LLC (TRC) 0.00% Add +20.8% 7,573 $80K
Parkside Financial Bank & Trust 0.01% Add +4164.4% 6,823 $72K
Walleye Trading LLC 0.00% New 6,322 $67K
Copeland Capital Management, LLC 0.00% New 6,176 $65K
Essential Partners LLC 0.02% Reduce -9.2% 5,787 $61K
Jones Financial Companies LLLP 0.00% Add +159.8% 5,171 $55K
KBC Group NV 0.00% No change 4,538 $48K
Smartleaf Asset Management LLC 0.00% Reduce -4.0% 4,035 $43K
UMB Bank, n.a. 0.00% Add +404.6% 4,022 $43K
Hantz Financial Services, Inc. 0.00% Add +190.9% 3,747 $40K
Versant Capital Management, Inc 0.01% No change 3,771 $40K
GAMMA Investing LLC 0.00% Reduce -2.2% 3,642 $38K
US Bancorp \de 0.00% Reduce -0.5% 3,437 $36K
Rockefeller Capital Management L.P. 0.00% Reduce -16.9% 3,273 $35K
Nisa Investment Advisors, LLC 0.00% Reduce -6.8% 2,518 $27K
Public Employees Retirement System of Ohio 0.00% Reduce -20.8% 2,401 $25K
Pinnacle Wealth Planning Services, Inc. 0.00% New 2,397 $25K
Huntington National Bank 0.00% Reduce -2.1% 2,176 $23K
Nomura Asset Management Co. Ltd. 0.00% No change 2,100 $22K
St Germain D J Co. Inc. 0.00% No change 2,091 $22K
Los Angeles Capital Management LLC 0.00% New 2,150 $22K
Triumph Capital Management 0.00% New 2,005 $21K
EverSource Wealth Advisors, LLC 0.00% Reduce -49.9% 1,740 $18K
SBI Securities Co., Ltd. 0.00% Add +63.4% 1,644 $17K
International Assets Investment Management, LLC 0.00% New 1,631 $17K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,580 $17K
Cullen/Frost Bankers, Inc. 0.00% New 1,500 $16K
Aster Capital Management (DIFC) Ltd 0.01% New 1,108 $12K
Salomon & Ludwin, LLC 0.00% Add +62.6% 1,088 $11K
Torren Management, LLC 0.01% — 1,027 $11K
DV Trading LLC 0.00% — 1,000 $11K
SHP Wealth Management 0.00% — 1,000 $11K
Halbert Hargrove Global Advisors, LLC 0.00% No change 1,000 $11K
Private Wealth Asset Management, LLC 0.00% New 950 $10K
Fifth Third Bancorp 0.00% Add +2.3% 929 $10K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.7% 865 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 720 $8K
IFP Advisors, Inc 0.00% Reduce -24.0% 700 $7K
Armstrong Advisory Group, Inc. 0.00% Add +0.9% 692 $7K
Farther Finance Advisors, LLC 0.00% Add +564.3% 651 $7K
Harbor Investment Advisory, LLC 0.00% No change 593 $6K
Assetmark, Inc. 0.00% Add +2695.2% 587 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 500 $5K
Inlight Wealth Management, LLC 0.00% No change 500 $5K
Blue Trust, Inc. 0.00% No change 500 $5K
TD Waterhouse Canada Inc. 0.00% No change 500 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 460 $5K
Financial Consulate, Inc. 0.00% No change 430 $5K
Financial Avengers, Inc. 0.00% Add +0.7% 416 $4K
AdvisorNet Financial, Inc 0.00% No change 411 $4K
Sound Income Strategies, LLC 0.00% Add +673.6% 410 $4K
Creative Financial Designs Inc. 0.00% Add +0.7% 406 $4K
Rothschild Investment LLC 0.00% Reduce -3.8% 303 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 295 $3K
NewEdge Advisors, LLC 0.00% No change 236 $2K
Global Retirement Partners, LLC 0.00% Add +0.5% 217 $2K
DV Equities, LLC 0.00% — 200 $2K
DHJJ Financial Advisors, Ltd. 0.00% Add +22.7% 135 $1K
Private Wealth Management Group, LLC 0.00% No change 132 $1K
Quarry LP 0.00% Reduce -77.0% 127 $1K
Clayton Financial Group LLC 0.00% No change 100 $1K
Rosenberg Matthew Hamilton 0.00% No change 100 $1K
Farmers & Merchants Investments Inc. 0.00% Reduce -12.0% 95 $1K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -100.0% 74 $1K
Larson Financial Group LLC 0.00% Reduce -35.9% 84 $888
CoreCap Advisors, LLC 0.00% No change 48 $507
CIBC Private Wealth Group LLC 0.00% New 37 $391
Ankerstar Wealth, LLC 0.00% — 31 $328
Flagship Harbor Advisors, LLC 0.00% New 24 $256
Caitong International Asset Management Co., Ltd 0.00% Reduce -22.2% 21 $222
Arax Advisory Partners 0.00% Reduce -100.0% 13 $137
Gilpin Wealth Management, LLC 0.00% — 9 $96
Clearstead Advisors, LLC 0.00% Reduce -93.1% 5 $52
Dunhill Financial, LLC 0.00% New 4 $40
Cedar Mountain Advisors, LLC 0.00% New 1 $11
Covestor Ltd 0.00% Reduce -81.8% 16 $0

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