Pitney BowesPBI

13F holders, Q1 2026 (March 31)
321holders −6
42new positions
44sold out
7famous investors
$11.06avg. 13F price*

At the end of Q1 2026, 321 institutions reported holding Pitney Bowes Inc. (PBI) in their 13F filings, down 6 from Q4 2025. 42 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($162.1M), Vanguard Portfolio Management LLC ($92.8M) and Hestia Capital Management, LLC ($90.1M). 7 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions42$60.9M
Exits44$35.3M

All 13F filers, Q4 2025 → Q1 2026: 13,488,132 shares bought and 17,030,761 shares sold, net −3,542,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 321 holders

BlackRock, Inc. 0.00% Reduce -6.8% 14,673,861 $162.1M
Vanguard Portfolio Management LLC 0.00% — 8,398,571 $92.8M
Hestia Capital Management, LLC 93.59% Reduce -3.5% 8,155,805 $90.1M
State Street Corp. 0.00% Add +0.1% 6,417,472 $70.9M
LSV Asset Management 0.15% Add +50.9% 6,333,880 $70.0M
Vanguard Capital Management LLC 0.00% — 6,059,626 $67.0M
Geode Capital Management, LLC 0.00% Reduce -1.7% 3,758,123 $41.5M
Permit Capital, LLC 13.14% Add +7.7% 3,500,000 $38.7M
Goldman Sachs Group Inc. 0.00% Reduce -33.3% 3,195,804 $35.3M
Capital Management Corp. 5.08% Reduce -8.2% 2,689,543 $29.7M
Dimensional Fund Advisors LP 0.01% Add +9.0% 2,331,315 $25.8M
Morgan Stanley 0.00% Add +24.3% 2,275,231 $25.1M
Charles Schwab Investment Management Inc. 0.00% Add +4.6% 2,160,613 $23.9M
D. E. Shaw & Co. 0.02% Add +57.5% 2,100,701 $23.2M
Bank of New York Mellon Corp 0.00% Reduce -1.6% 1,735,770 $19.2M
Northern Trust Corp. 0.00% Add +3.3% 1,708,817 $18.9M
Assenagon Asset Management S.A. 0.03% New 1,484,436 $16.4M
Millennium Management 0.01% Reduce -47.8% 1,372,541 $15.2M
Deutsche Bank AG 0.00% Reduce -17.7% 1,252,914 $13.8M
Pacer Advisors, Inc. 0.04% New 1,171,928 $12.9M
Qube Research & Technologies Ltd 0.02% Reduce -4.1% 1,130,953 $12.5M
Long Corridor Asset Management Ltd 3.79% New 1,120,000 $12.4M
Saber Capital Managment, LLC 9.50% Add +8.6% 1,108,765 $12.3M
Nomura Holdings Inc. 0.10% Reduce -0.4% 1,079,614 $11.9M
Vanguard Fiduciary Trust Co. 0.00% — 990,114 $10.9M
Hennessy Advisors Inc. 0.39% Reduce -3.4% 975,500 $10.8M
HRT Financial LP 0.03% Add +196.4% 962,174 $10.6M
Invesco Ltd. 0.00% Reduce -58.3% 870,600 $9.6M
Cibc World Market Inc. 0.02% Add +10.2% 861,161 $9.5M
Federated Hermes, Inc. 0.02% Add +3.3% 845,635 $9.3M
Public Sector Pension Investment Board 0.03% Add +20.5% 762,678 $8.4M
Group One Trading LLC 0.28% Add +31.6% 760,840 $8.4M
Solidarity Wealth, LLC 1.58% Add +26.6% 746,833 $8.3M
Citadel Advisors 0.01% Reduce -31.9% 729,022 $8.1M
Principal Financial Group Inc. 0.00% Reduce -30.9% 721,947 $8.0M
Jane Street Group, LLC 0.01% Reduce -43.0% 707,291 $7.8M
Evergreen Wealth Management, LLC 3.98% Reduce -0.0% 698,165 $7.7M
Mizuho Markets Americas LLC 0.21% Add +1.4% 692,308 $7.7M
Nuveen, LLC 0.00% Add +30.3% 689,471 $7.6M
JPMorgan Chase & Co. 0.00% Add +14.9% 698,716 $7.6M
XTX Topco Ltd 0.12% Add +202.4% 635,919 $7.0M
Westside Investment Management, Inc. 1.04% Reduce -0.7% 614,014 $6.8M
Franklin Resources Inc. 0.00% Add +445.0% 598,220 $6.6M
Two Sigma Investments, LP 0.01% Reduce -42.1% 564,821 $6.2M
UBS Group AG 0.00% Reduce -17.7% 549,588 $6.1M
GAMCO Investors 0.05% Reduce -0.4% 489,200 $5.4M
Victory Capital Management Inc. 0.00% Reduce -22.7% 476,744 $5.3M
ExodusPoint Capital Management, LP 0.05% New 450,857 $5.0M
Ingalls & Snyder LLC 0.17% Add +17.6% 433,626 $4.8M
Rhumbline Advisers 0.00% Add +0.3% 430,318 $4.8M
First Trust Advisors LP 0.00% Add +12.5% 408,325 $4.5M
Phoenix Financial Ltd. 0.04% Add +9.2% 404,000 $4.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -47.1% 389,369 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +14.9% 382,207 $4.2M
Legal & General Group Plc 0.00% Reduce -14.9% 333,458 $3.7M
Ruffer LLP 0.15% Reduce -22.4% 328,645 $3.6M
Bank of America Corp. 0.00% Add +39.5% 326,865 $3.6M
Ameriprise Financial Inc. 0.00% Reduce -20.8% 323,302 $3.6M
Susquehanna International Group, LLP 0.00% Reduce -24.8% 314,246 $3.5M
Bessemer Group Inc. 0.01% Reduce -0.0% 310,417 $3.4M
Man Group plc 0.01% New 303,365 $3.4M
Swiss National Bank 0.00% Reduce -6.2% 302,500 $3.3M
Parallax Volatility Advisers, L.P. 0.18% No change 300,000 $3.3M
Caxton Associates LLP 0.07% Add +58.7% 281,222 $3.1M
Systematic Alpha Investments, LLC 0.11% No change 275,000 $3.0M
Kornitzer Capital Management Inc. 0.06% Reduce -0.5% 268,530 $3.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.7% 261,701 $2.9M
Brevan Howard Capital Management LP 0.03% Add +106.7% 237,089 $2.6M
AQR Capital Management 0.00% Add +5.8% 236,830 $2.6M
Citigroup Inc. 0.00% Add +109.4% 223,890 $2.5M
Jupiter Asset Management Ltd. 0.01% Add +46.5% 220,785 $2.4M
T. Rowe Price Associates Inc. 0.00% Reduce -83.0% 215,107 $2.4M
LPL Financial LLC 0.00% Reduce -30.8% 214,245 $2.4M
Prudential Financial Inc. 0.00% Add +2.0% 210,960 $2.3M
New York State Teachers Retirement System 0.00% Reduce -10.6% 208,693 $2.3M
Wedge Capital Management L L P 0.04% Reduce -18.9% 203,332 $2.2M
California State Teachers Retirement System 0.00% Add +29.7% 202,484 $2.2M
Schonfeld Strategic Advisors LLC 0.02% Add +910.0% 188,280 $2.1M
Alliancebernstein L.P. 0.00% Reduce -8.3% 195,140 $2.1M
Sei Investments Co. 0.00% Add +0.3% 186,144 $2.1M
HSBC Holdings PLC 0.00% Reduce -77.1% 171,684 $1.9M
Nomura Asset Management International Inc. 0.00% Add +49.9% 166,400 $1.8M
Russell Investments Group, Ltd. 0.00% Reduce -0.1% 164,790 $1.8M
Voloridge Investment Management, LLC 0.01% New 160,241 $1.8M
Diametric Capital, LP 0.46% Reduce -33.7% 157,828 $1.7M
Aquatic Capital Management LLC 0.05% Add +59.5% 156,561 $1.7M
III Capital Management 0.71% Reduce -44.8% 154,442 $1.7M
Janney Montgomery Scott LLC 0.00% Add +10.1% 149,945 $1.7M
Denali Advisors LLC 0.18% No change 149,840 $1.7M
Simplex Trading, LLC 0.04% Reduce -42.6% 130,939 $1.4M
Exchange Traded Concepts, LLC 0.01% New 129,909 $1.4M
Envestnet Asset Management Inc. 0.00% Reduce -16.9% 125,973 $1.4M
Squarepoint Ops LLC 0.00% New 124,191 $1.4M
Vanguard Global Advisers, LLC 0.00% — 123,436 $1.4M
Alps Advisors Inc. 0.01% Reduce -9.4% 122,642 $1.4M
BNP Paribas Financial Markets 0.00% Add +103.6% 121,781 $1.3M
Barclays PLC 0.00% Reduce -82.9% 117,849 $1.3M
Maxi Investments CY Ltd 0.28% Reduce -63.3% 116,000 $1.3M
Kestra Advisory Services, LLC 0.00% Reduce -2.4% 111,062 $1.2M
Capital Fund Management S.A. 0.01% Add +90.0% 104,736 $1.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 99,712 $1.1M
Osaic Holdings, Inc. 0.00% Add +9.1% 99,539 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -2.9% 98,815 $1.1M
Fifth Third Bancorp 0.00% Add +10220.1% 95,874 $1.1M
MetLife Investment Management, LLC 0.01% Add +6.2% 88,039 $973K
Mackenzie Financial Corp. 0.00% Reduce -18.1% 87,367 $965K
State of Alaska, Department of Revenue 0.01% Reduce -2.1% 83,593 $923K
Gsa Capital Partners LLP 0.05% Reduce -54.6% 77,454 $856K
Illinois Municipal Retirement Fund 0.01% Reduce -9.6% 77,049 $851K
Silver Lake Advisory, LLC 0.34% Add +0.8% 76,928 $850K
Janus Henderson Group PLC 0.00% No change 76,432 $845K
Royal Bank of Canada 0.00% Add +28.1% 75,807 $837K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.9% 75,636 $836K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.2% 73,696 $814K
WINTON GROUP Ltd 0.03% New 72,517 $801K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.0% 71,347 $788K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -64.6% 70,320 $777K
Brooklyn Investment Group 0.02% Add +86.6% 69,590 $769K
Gotham Asset Management 0.00% Reduce -1.9% 69,163 $764K
Lazard Asset Management LLC 0.00% Add +36.4% 68,381 $756K
Wells Fargo & Company 0.00% Reduce -64.3% 66,431 $734K
SummerHaven Investment Management, LLC 0.45% Reduce -13.1% 66,412 $734K
American Assets Investment Management, LLC 0.05% Reduce -93.8% 8,000 $733K
Louisiana State Employees Retirement System 0.01% Reduce -3.1% 65,700 $726K
Walleye Capital LLC 0.00% Reduce -33.7% 64,273 $710K
EntryPoint Capital, LLC 0.20% Reduce -19.9% 63,142 $698K
HB Wealth Management, LLC 0.00% Add +3.0% 62,446 $690K
SG Americas Securities, LLC 0.00% Add +5.6% 61,857 $684K
First Citizens Bank & Trust Co. 0.01% Reduce -7.5% 61,887 $684K
Wealth Effects LLC 0.24% No change 61,000 $674K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.2% 60,523 $669K
Indivisible Partners 0.06% Add +6.8% 60,078 $664K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.0% 59,234 $655K
Sigma Planning Corp 0.02% Reduce -1.0% 58,759 $649K
State of Wyoming 0.08% Add +48.5% 58,514 $647K
Advisory Services Network, LLC 0.01% Add +23.4% 57,078 $631K
Advyzon Investment Management, LLC 0.05% Add +9.7% 55,037 $608K
Raymond James Financial Inc. 0.00% Reduce -59.0% 54,593 $603K
Quantinno Capital Management LP 0.00% Reduce -43.5% 54,581 $603K
O'shaughnessy Asset Management, LLC 0.00% Add +18.7% 54,506 $602K
Susquehanna Portfolio Strategies, LLC 0.01% No change 53,532 $592K
State Board of Administration of Florida Retirement System 0.00% No change 51,972 $574K
State of Tennessee, Department of Treasury 0.00% No change 51,713 $571K
Massachusetts Financial Services Co. 0.00% Reduce -2.6% 49,293 $545K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -71.5% 49,157 $543K
New York State Common Retirement Fund 0.00% No change 47,880 $529K
Walleye Trading LLC 0.01% Add +647.4% 47,248 $522K
Susquehanna Fundamental Investments, LLC 0.02% New 45,790 $506K
Police & Firemen's Retirement System of New Jersey 0.00% No change 45,484 $503K
Teton Advisors, LLC 0.35% No change 45,000 $497K
Freestone Grove Partners LP 0.00% Reduce -49.8% 44,936 $497K
Tudor Investment Corporation 0.00% Reduce -87.0% 44,799 $495K
Jackson Creek Investment Advisors LLC 0.14% New 44,373 $490K
Corsair Capital Management, L.P. 0.07% Reduce -63.9% 43,495 $481K
Amalgamated Bank 0.00% Reduce -0.9% 43,043 $476K
Intech Investment Management LLC 0.00% Reduce -68.8% 42,102 $465K
Optimist Retirement Group LLC 0.20% Add +34.6% 42,067 $465K
Arizona State Retirement System 0.00% Reduce -7.5% 42,030 $464K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -2.1% 41,294 $456K
Yousif Capital Management, LLC 0.01% Reduce -1.6% 39,994 $442K
Vanguard Investments Australia, Ltd. 0.00% — 39,884 $441K
Teacher Retirement System of Texas 0.00% Reduce -61.8% 38,447 $425K
Prelude Capital Management, LLC 0.03% Reduce -9.5% 38,218 $422K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -7.0% 37,132 $411K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 36,611 $405K
KLP Kapitalforvaltning As 0.00% No change 35,900 $397K
Boothbay Fund Management, LLC 0.01% Reduce -32.7% 35,793 $396K
Quadrature Capital Ltd 0.00% New 35,254 $390K
Kentucky Retirement Systems 0.03% New 16,677 $389K
Pathstone Holdings, LLC 0.00% Add +2.5% 34,746 $384K
Amundi 0.00% Add +20.8% 34,318 $379K
Cetera Investment Advisers 0.00% Reduce -24.3% 34,011 $376K
Oregon Public Employees Retirement Fund 0.00% No change 33,848 $374K
Harbor Capital Advisors, Inc. 0.03% Add +3666.0% 32,576 $360K
Sterling Capital Management LLC 0.01% Reduce -27.3% 32,303 $357K
AlphaGrep UK Ltd 0.10% Add +195.6% 31,628 $349K
Royce & Associates LP 0.00% New 29,513 $326K
FMR LLC 0.00% Add +24.3% 29,449 $325K
Engineers Gate Manager LP 0.00% Reduce -66.5% 28,503 $315K
Pictet Asset Management Holding SA 0.00% Reduce -0.2% 28,493 $315K
Voya Investment Management LLC 0.00% Reduce -5.1% 27,655 $306K
HighTower Advisors, LLC 0.00% New 27,433 $303K
Neuberger Berman Group LLC 0.00% Add +67.0% 27,328 $302K
Unifi Asset Management LP 0.17% Reduce -50.4% 26,178 $289K
Xponance LLC 0.00% Add +9.1% 25,499 $282K
Crossmark Global Holdings, Inc. 0.00% Add +69.4% 25,410 $281K
Cambria Investment Management, L.P. 0.02% New 25,396 $281K
SummitTX Capital, L.P. 0.01% New 24,975 $276K
ProShare Advisors LLC 0.00% Reduce -20.1% 24,972 $276K
Steward Partners Investment Advisory, LLC 0.00% Add +0.2% 24,541 $271K
Cwm, LLC 0.00% Add +33.9% 23,574 $260K
Medallion Wealth Advisors, LLC 0.08% No change 22,700 $251K
Public Employees Retirement Association of Colorado 0.00% No change 22,669 $250K
&partners 0.00% Reduce -5.5% 22,579 $249K
Trail Ridge Investment Advisors, LLC 0.11% Reduce -4.5% 22,510 $249K
Allworth Financial LP 0.00% Add +0.8% 22,313 $247K
Mirabella Financial Services LLP 0.02% Reduce -12.3% 22,283 $246K
Maryland State Retirement & Pension System 0.00% No change 21,664 $239K
Empirical Asset Management, LLC 0.06% New 21,368 $236K
Ironwood Investment Management LLC 0.10% No change 21,179 $234K
Cornerstone Investment Partners, LLC 0.01% Add +29.8% 20,623 $228K
VestGen Advisors, LLC 0.01% New 14,664 $225K
Crumly & Associates Inc. 0.05% Add +6.1% 20,189 $223K
New Vernon Capital Holdings II LLC 0.16% New 19,842 $219K
Natixis Advisors, LLC 0.00% Reduce -12.3% 19,701 $218K
Aristeia Capital, L.L.C. 0.01% New 19,501 $215K
Cooper/Haims Advisors, LLC 0.10% Reduce -13.4% 19,406 $214K
Commonwealth Equity Services, LLC 0.00% Add +3.3% 18,910 $209K
Corient Private Wealth LP 0.00% Reduce -0.2% 18,556 $205K
Vident Advisory, LLC 0.00% New 18,542 $205K
Blueshift Asset Management, LLC 0.06% New 18,471 $204K
Fiducient Advisors LLC 0.03% No change 18,463 $204K
Lighthouse Investment Partners, LLC 0.01% New 18,380 $203K
Creative Planning 0.00% Add +0.8% 17,850 $197K
Baird Financial Group, Inc. 0.00% Add +13.2% 17,783 $197K
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.6% 17,288 $191K
Mercer Global Advisors Inc. 0.00% Reduce -17.4% 17,253 $191K
Mutual of America Capital Management LLC 0.00% Add +0.1% 16,942 $187K
Entropy Technologies, LP 0.01% Reduce -54.4% 16,324 $180K
Stifel Financial Corp. 0.00% Add +0.1% 16,155 $179K
FORA Capital, LLC 0.01% New 15,215 $168K
Stokes Family Office, LLC 0.02% New 15,090 $167K
Massar Capital Management, LP 0.03% New 14,966 $165K
State of Wisconsin Investment Board 0.00% Reduce -87.2% 14,961 $165K
Vanguard Personalized Indexing Management, LLC 0.00% Add +29.8% 14,844 $164K
FORM Wealth Advisors, LLC 0.02% No change 14,684 $162K
Allstate Corp. 0.00% New 14,517 $160K
North Berkeley Wealth Management, LLC 0.08% No change 13,600 $150K
Praxis Investment Management Inc. 0.01% No change 13,600 $150K
Thoroughbred Financial Services, LLC 0.01% No change 13,335 $147K
Ameritas Investment Partners, Inc. 0.00% No change 13,102 $145K
Bank of Montreal 0.00% Reduce -91.5% 12,852 $142K
Axq Capital, LP 0.02% New 12,522 $138K
Truvestments Capital LLC 0.02% No change 12,000 $133K
Fifth Third Wealth Advisors LLC 0.00% Add +1.8% 11,850 $131K
Olympiad Research LP 0.39% New 11,498 $127K
Syon Capital LLC 0.01% Add +0.8% 11,351 $125K
Evanson Asset Management, LLC 0.01% Add +0.8% 11,329 $125K
Dark Forest Capital Management LP 0.01% Reduce -77.2% 10,734 $119K
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 10,533 $116K
CIBC Asset Management Inc 0.00% Reduce -3.5% 10,470 $116K
Innovative Asset Advisors Group, LLC 0.06% — 10,041 $111K
Meyer Handelman Co. 0.00% No change 10,000 $111K
Gabelli Funds LLC 0.00% No change 10,000 $111K
Barrett & Company, Inc. 0.03% No change 8,500 $94K
KBC Group NV 0.00% Add +76.6% 8,013 $89K
Parkside Financial Bank & Trust 0.01% No change 6,823 $75K
Copeland Capital Management, LLC 0.00% Add +7.6% 6,646 $73K
Tower Research Capital LLC (TRC) 0.00% Reduce -15.6% 6,391 $71K
Essential Partners LLC 0.02% No change 5,787 $64K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -61.1% 5,307 $59K
Jones Financial Companies LLLP 0.00% Reduce -5.7% 4,879 $53K
GAMMA Investing LLC 0.00% Add +18.7% 4,322 $48K
Hantz Financial Services, Inc. 0.00% Add +10.1% 4,126 $46K
UMB Bank, n.a. 0.00% Reduce -0.3% 4,008 $44K
Versant Capital Management, Inc 0.00% No change 3,771 $42K
US Bancorp \de 0.00% No change 3,437 $38K
Rockefeller Capital Management L.P. 0.00% Reduce -0.2% 3,266 $36K
Nisa Investment Advisors, LLC 0.00% Add +21.1% 3,049 $34K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +9.1% 2,616 $29K
Public Employees Retirement System of Ohio 0.00% Add +8.4% 2,602 $29K
Longview Financial Advisors, Inc. 0.02% New 2,370 $26K
Triumph Capital Management 0.01% Add +13.1% 2,267 $25K
Huntington National Bank 0.00% No change 2,176 $24K
Nomura Asset Management Co. Ltd. 0.00% No change 2,100 $23K
St Germain D J Co. Inc. 0.00% No change 2,091 $23K
Smartleaf Asset Management LLC 0.00% Reduce -54.3% 1,846 $20K
Bayforest Capital Ltd 0.02% New 1,779 $20K
Los Angeles Capital Management LLC 0.00% Reduce -19.1% 1,740 $19K
Parallel Advisors, LLC 0.00% New 1,701 $19K
SBI Securities Co., Ltd. 0.00% Reduce -0.1% 1,643 $18K
International Assets Investment Management, LLC 0.00% No change 1,631 $18K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,580 $17K
EverSource Wealth Advisors, LLC 0.00% Reduce -23.7% 1,328 $15K
Farther Finance Advisors, LLC 0.00% Add +94.0% 1,263 $14K
Southern Michigan Bank & Trust 0.01% — 1,200 $13K
Salomon & Ludwin, LLC 0.00% No change 1,088 $12K
SHP Wealth Management 0.00% No change 1,000 $11K
Halbert Hargrove Global Advisors, LLC 0.00% No change 1,000 $11K
Private Wealth Asset Management, LLC 0.00% No change 950 $10K
Zeit Capital LLC 0.01% New 800 $9K
Bank of New Hampshire 0.00% New 761 $8K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 720 $8K
Armstrong Advisory Group, Inc. 0.00% No change 692 $8K
Assetmark, Inc. 0.00% No change 587 $6K
TD Waterhouse Canada Inc. 0.00% No change 500 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 500 $6K
Blue Trust, Inc. 0.00% No change 500 $6K
Financial Consulate, Inc. 0.00% No change 430 $5K
Financial Avengers, Inc. 0.00% Add +1.0% 420 $5K
Sound Income Strategies, LLC 0.00% Add +0.7% 413 $5K
AdvisorNet Financial, Inc 0.00% No change 411 $5K
Creative Financial Designs Inc. 0.00% Add +1.0% 410 $5K
Rothschild Investment LLC 0.00% Add +32.3% 401 $4K
Intentional Wealth Strategies, LLC 0.00% — 295 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 295 $3K
Root Financial Partners, LLC 0.00% New 248 $3K
NewEdge Advisors, LLC 0.00% No change 236 $3K
Picton Mahoney Asset Management 0.00% Reduce -99.9% 169 $2K
Caitong International Asset Management Co., Ltd 0.00% Add +600.0% 147 $2K
Keating Financial Advisory Services, Inc. 0.00% New 139 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 135 $1K
Private Wealth Management Group, LLC 0.00% No change 132 $1K
Quarry LP 0.00% Add +3.9% 132 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 112 $1K
Larson Financial Group LLC 0.00% Add +28.6% 108 $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% No change 95 $1K
Covestor Ltd 0.00% Add +556.3% 105 $1K
Stone House Investment Management, LLC 0.00% New 71 $785
Arlington Trust Co LLC 0.00% New 67 $740
Bare Financial Services, Inc 0.00% New 61 $674
IFP Advisors, Inc 0.00% Reduce -91.9% 57 $630
MAI Capital Management 0.00% New 56 $619
CoreCap Advisors, LLC 0.00% No change 48 $530
Cedar Mountain Advisors, LLC 0.00% Add +4200.0% 43 $475
Gilpin Wealth Management, LLC 0.00% Add +333.3% 39 $431
Ankerstar Wealth, LLC 0.00% No change 31 $343
Clearstead Advisors, LLC 0.00% No change 5 $55
Dunhill Financial, LLC 0.00% Reduce -25.0% 3 $41

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