Pitney BowesPBI

13F holders, Q2 2026 (June 30)
350holders +29
69new positions
40sold out
6famous investors
$17.51avg. 13F price*

At the end of Q2 2026, 350 institutions reported holding Pitney Bowes Inc. (PBI) in their 13F filings, up 29 from Q1 2026. 69 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($220.5M), Vanguard Portfolio Management LLC ($135.1M) and LSV Asset Management ($126.2M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions69$84.3M
Exits40$33.0M

All 13F filers, Q1 2026 → Q2 2026: 22,037,235 shares bought and 20,021,313 shares sold, net +2,015,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 350 holders

BlackRock, Inc. 0.00% Reduce -14.2% 12,584,067 $220.5M
Vanguard Portfolio Management LLC 0.01% Reduce -8.2% 7,709,733 $135.1M
LSV Asset Management 0.23% Add +13.7% 7,200,507 $126.2M
State Street Corp. 0.00% Reduce -4.1% 6,152,596 $107.8M
Vanguard Capital Management LLC 0.00% Reduce -10.3% 5,433,609 $95.2M
D. E. Shaw & Co. 0.04% Add +81.5% 3,812,173 $66.8M
Geode Capital Management, LLC 0.00% Reduce -6.2% 3,523,736 $61.7M
Permit Capital, LLC 17.16% No change 3,500,000 $61.3M
Hestia Capital Management, LLC 87.90% Reduce -58.3% 3,403,420 $59.6M
Goldman Sachs Group Inc. 0.01% Reduce -6.4% 2,991,475 $52.4M
Two Sigma Investments, LP 0.04% Add +409.6% 2,878,301 $50.4M
Dimensional Fund Advisors LP 0.01% Add +4.2% 2,430,215 $42.6M
Capital Management Corp. 6.29% Reduce -11.0% 2,393,573 $41.9M
Morgan Stanley 0.00% Reduce -6.8% 2,120,789 $37.2M
Nuveen, LLC 0.01% Add +197.1% 2,048,713 $35.9M
Jane Street Group, LLC 0.02% Add +183.4% 2,004,316 $35.1M
Citadel Advisors 0.02% Add +171.3% 1,977,885 $34.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -10.4% 1,935,916 $33.9M
Northern Trust Corp. 0.00% Reduce -1.4% 1,684,640 $29.5M
Bank of New York Mellon Corp 0.00% Reduce -5.7% 1,637,182 $28.7M
HSBC Holdings PLC 0.01% Add +824.5% 1,587,274 $27.8M
Millennium Management 0.02% Reduce -4.1% 1,315,915 $23.1M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 1,245,500 $21.8M
Invesco Ltd. 0.00% Add +43.0% 1,245,026 $21.8M
Tudor Investment Corporation 0.08% Add +2460.2% 1,146,933 $20.1M
Bank of Montreal 0.01% Add +8691.7% 1,129,907 $19.8M
BNP Paribas Financial Markets 0.01% Add +741.7% 1,024,997 $18.0M
Federated Hermes, Inc. 0.03% Add +20.1% 1,015,780 $17.8M
Saber Capital Managment, LLC 11.77% Reduce -15.7% 934,244 $16.4M
Bank of America Corp. 0.00% Add +166.8% 872,114 $15.3M
Nomura Holdings Inc. 0.06% Reduce -20.2% 861,978 $15.1M
Vanguard Fiduciary Trust Co. 0.00% Reduce -15.7% 834,391 $14.6M
Pacer Advisors, Inc. 0.04% Reduce -30.7% 812,266 $14.2M
Cibc World Market Inc. 0.02% Reduce -7.0% 800,667 $14.0M
Danske Bank A/S 0.03% New 761,248 $13.3M
HRT Financial LP 0.02% Reduce -22.0% 750,098 $13.1M
Solidarity Wealth, LLC 2.23% Reduce -1.9% 732,433 $12.8M
JPMorgan Chase & Co. 0.00% Reduce -4.2% 669,452 $12.1M
Public Sector Pension Investment Board 0.03% Reduce -20.1% 609,724 $10.7M
Evergreen Wealth Management, LLC 4.97% Reduce -13.3% 605,375 $10.6M
Principal Financial Group Inc. 0.01% Reduce -16.5% 602,672 $10.6M
Westside Investment Management, Inc. 1.38% Reduce -2.0% 601,715 $10.5M
Mizuho Markets Americas LLC 0.19% Reduce -13.6% 598,003 $10.5M
Hennessy Advisors Inc. 0.33% Reduce -39.0% 594,900 $10.4M
Qube Research & Technologies Ltd 0.01% Reduce -49.9% 567,047 $9.9M
Franklin Resources Inc. 0.00% Reduce -7.1% 555,770 $9.7M
Voloridge Investment Management, LLC 0.04% Add +243.6% 550,534 $9.6M
Deutsche Bank AG 0.00% Reduce -56.1% 550,443 $9.6M
Group One Trading LLC 0.27% Reduce -28.8% 541,985 $9.5M
First Trust Advisors LP 0.01% Add +27.8% 521,924 $9.1M
GAMCO Investors 0.07% Reduce -4.1% 469,200 $8.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +20.4% 468,595 $8.2M
Ingalls & Snyder LLC 0.22% Add +6.5% 461,897 $8.1M
ExodusPoint Capital Management, LP 0.07% Reduce -0.5% 448,685 $7.9M
Victory Capital Management Inc. 0.00% Reduce -6.1% 447,476 $7.8M
Schroder Investment Management Group 0.01% New 413,185 $7.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +2.4% 391,273 $6.9M
Phoenix Financial Ltd. 0.05% Reduce -5.9% 380,000 $6.7M
Man Group plc 0.01% Add +25.3% 380,082 $6.7M
Alberta Investment Management Corp 0.04% New 363,800 $6.4M
Rhumbline Advisers 0.00% Reduce -20.3% 343,054 $6.0M
Acadian Asset Management LLC 0.01% New 333,940 $5.8M
Raymond James Financial Inc. 0.00% Add +485.0% 319,349 $5.6M
Bessemer Group Inc. 0.01% No change 310,417 $5.4M
Citigroup Inc. 0.00% Add +34.9% 302,048 $5.3M
Parallax Volatility Advisers, L.P. 0.24% No change 300,000 $5.3M
Trexquant Investment LP 0.03% New 294,699 $5.2M
Legal & General Group Plc 0.00% Reduce -12.1% 293,001 $5.1M
UBS Group AG 0.00% Reduce -48.4% 283,737 $5.0M
Caxton Associates LLP 0.09% Reduce -0.3% 280,318 $4.9M
Systematic Alpha Investments, LLC 0.13% No change 275,000 $4.8M
Swiss National Bank 0.00% Reduce -9.6% 273,600 $4.8M
Sei Investments Co. 0.00% Add +40.0% 260,569 $4.6M
AQR Capital Management 0.00% Add +9.9% 260,189 $4.6M
Ameriprise Financial Inc. 0.00% Reduce -23.4% 247,686 $4.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -9.6% 236,544 $4.1M
T. Rowe Price Associates Inc. 0.00% Add +9.0% 234,535 $4.1M
Prudential Financial Inc. 0.00% Add +8.1% 227,965 $4.0M
LPL Financial LLC 0.00% Add +5.9% 226,796 $4.0M
Susquehanna International Group, LLP 0.00% Reduce -28.0% 226,208 $4.0M
Kornitzer Capital Management Inc. 0.08% Reduce -16.6% 224,080 $3.9M
Capital Fund Management S.A. 0.03% Add +109.4% 219,324 $3.8M
Russell Investments Group, Ltd. 0.00% Add +27.1% 209,503 $3.7M
Informed Momentum Co LLC 0.32% New 207,422 $3.6M
Wedge Capital Management L L P 0.06% Reduce -0.1% 203,060 $3.6M
Simplex Trading, LLC 0.09% Add +52.8% 200,010 $3.5M
California State Teachers Retirement System 0.00% Reduce -2.6% 197,181 $3.5M
Susquehanna Fundamental Investments, LLC 0.06% Add +296.5% 181,552 $3.2M
Nomura Asset Management International Inc. 0.00% No change 166,400 $2.9M
Engineers Gate Manager LP 0.04% Add +474.9% 163,860 $2.9M
Janney Montgomery Scott LLC 0.01% Add +6.1% 159,103 $2.8M
New York State Teachers Retirement System 0.01% Reduce -25.0% 156,563 $2.7M
Royal Bank of Canada 0.00% Add +106.4% 156,477 $2.7M
Brevan Howard Capital Management LP 0.04% Reduce -36.6% 150,401 $2.6M
Denali Advisors LLC 0.26% No change 149,840 $2.6M
Integrated Quantitative Investments LLC 0.42% New 145,087 $2.5M
Picton Mahoney Asset Management 0.02% Add +84403.6% 142,811 $2.5M
Exchange Traded Concepts, LLC 0.01% Add +3.3% 134,145 $2.4M
Wells Fargo & Company 0.00% Add +101.7% 134,019 $2.3M
American Assets Investment Management, LLC 0.14% Add +1525.0% 130,000 $2.3M
Alliancebernstein L.P. 0.00% Add +1.2% 197,462 $2.2M
Royce & Associates LP 0.02% Add +317.3% 123,145 $2.2M
Envestnet Asset Management Inc. 0.00% Reduce -8.1% 115,782 $2.0M
Vanguard Global Advisers, LLC 0.00% Reduce -6.5% 115,394 $2.0M
Weiss Asset Management LP 0.03% New 112,515 $2.0M
Jackson Creek Investment Advisors LLC 0.63% Add +144.2% 108,350 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -2.9% 107,891 $1.9M
Lazard Asset Management LLC 0.00% Add +57.1% 107,429 $1.9M
Bridgeway Capital Management, LLC 0.03% New 98,273 $1.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -4.3% 95,456 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +67.8% 91,453 $1.6M
Fifth Third Bancorp 0.00% Reduce -5.6% 90,520 $1.6M
State Board of Administration of Florida Retirement System 0.00% Add +73.8% 90,344 $1.6M
Creative Planning 0.00% Add +395.5% 88,446 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% Add +79.0% 87,995 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -12.4% 87,214 $1.5M
Barclays PLC 0.00% Reduce -26.2% 86,949 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -3.2% 85,245 $1.5M
Mackenzie Financial Corp. 0.00% Reduce -4.2% 83,677 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -17.2% 81,824 $1.4M
Neuberger Berman Group LLC 0.00% Add +184.0% 77,620 $1.4M
Silver Lake Advisory, LLC 0.48% Reduce -1.1% 76,110 $1.3M
Squarepoint Ops LLC 0.00% Reduce -39.4% 75,285 $1.3M
Illinois Municipal Retirement Fund 0.01% Reduce -3.6% 74,248 $1.3M
State of New Jersey Common Pension Fund D 0.00% New 74,205 $1.3M
Manufacturers Life Insurance Company, The 0.00% Add +0.1% 73,778 $1.3M
Cambria Investment Management, L.P. 0.06% Add +176.7% 70,260 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -63.3% 69,148 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -11.1% 67,252 $1.2M
SummerHaven Investment Management, LLC 0.62% No change 66,412 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.7% 65,170 $1.1M
HB Wealth Management, LLC 0.01% Add +1.0% 63,088 $1.1M
First Citizens Bank & Trust Co. 0.02% Add +1.9% 63,057 $1.1M
TSP Capital Management Group, LLC 0.26% New 61,300 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 60,523 $1.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +2.1% 60,455 $1.1M
Intech Investment Management LLC 0.01% Add +42.2% 59,882 $1.0M
Quantinno Capital Management LP 0.00% Add +8.9% 59,446 $1.0M
Jupiter Topco LLC 0.00% — 58,932 $1.0M
Sigma Planning Corp 0.03% Reduce -2.6% 57,230 $1.0M
XTX Topco Ltd 0.01% Reduce -91.3% 55,484 $972K
Louisiana State Employees Retirement System 0.01% Reduce -16.9% 54,600 $957K
Jain Global LLC 0.01% New 53,554 $938K
Massachusetts Financial Services Co. 0.00% Add +6.9% 52,683 $923K
Algert Global LLC 0.01% New 52,250 $915K
Advisory Services Network, LLC 0.01% Reduce -9.5% 51,671 $905K
Mangrove Partners Im, LLC 0.06% New 51,265 $898K
Wealth Effects LLC 0.24% Reduce -16.4% 51,000 $894K
State of Alaska, Department of Revenue 0.01% Reduce -38.9% 51,038 $893K
Legato Capital Management LLC 0.07% New 50,161 $879K
Indivisible Partners 0.05% Reduce -17.3% 49,708 $871K
New York State Common Retirement Fund 0.00% No change 47,880 $839K
State of Tennessee, Department of Treasury 0.00% Reduce -9.6% 46,727 $819K
State of Wyoming 0.08% Reduce -21.4% 46,007 $806K
Police & Firemen's Retirement System of New Jersey 0.01% No change 45,484 $797K
Advyzon Investment Management, LLC 0.06% Reduce -17.9% 45,200 $792K
Teton Advisors, LLC 0.46% No change 45,000 $788K
Harbor Capital Advisors, Inc. 0.05% Add +33.5% 43,472 $762K
Optimist Retirement Group LLC 0.29% Add +3.3% 43,456 $761K
Jefferies Financial Group Inc. 0.01% New 42,800 $750K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -1.4% 40,728 $714K
Arizona State Retirement System 0.00% Reduce -10.5% 37,626 $659K
Teachers Retirement System of the State of Kentucky 0.00% No change 37,132 $651K
Cerity Partners LLC 0.00% New 37,128 $650K
Assenagon Asset Management S.A. 0.00% Reduce -97.5% 36,573 $641K
Vanguard Investments Australia, Ltd. 0.00% Reduce -8.4% 36,516 $640K
Teacher Retirement System of Texas 0.00% Reduce -6.0% 36,147 $633K
KLP Kapitalforvaltning As 0.00% No change 35,900 $629K
FORA Capital, LLC 0.04% Add +124.0% 34,089 $597K
Amalgamated Bank 0.00% Reduce -20.9% 34,054 $597K
FMR LLC 0.00% Add +15.5% 34,017 $596K
Yousif Capital Management, LLC 0.01% Reduce -15.0% 33,988 $595K
Pathstone Holdings, LLC 0.00% Reduce -2.5% 33,859 $593K
Amundi 0.00% Reduce -3.9% 32,977 $578K
Sterling Capital Management LLC 0.01% Reduce -2.5% 31,479 $552K
Cetera Investment Advisers 0.00% Reduce -8.9% 30,983 $543K
Commonwealth Equity Services, LLC 0.00% Add +60.0% 30,264 $530K
Whalen Wealth Management Inc. 0.24% New 30,005 $526K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -19.3% 29,548 $518K
Voya Investment Management LLC 0.00% Add +2.8% 28,427 $498K
Oregon Public Employees Retirement Fund 0.01% Reduce -16.3% 28,348 $497K
Corsair Capital Management, L.P. 0.06% Reduce -36.8% 27,495 $482K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 27,169 $476K
Crossmark Global Holdings, Inc. 0.01% Add +3.2% 26,226 $459K
WINTON GROUP Ltd 0.01% Reduce -63.9% 26,201 $459K
HighTower Advisors, LLC 0.00% Reduce -6.4% 25,684 $450K
Xponance LLC 0.00% Reduce -4.0% 24,472 $429K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.8% 24,111 $422K
&partners 0.00% Add +5.4% 23,790 $417K
Fox Run Management, L.L.C. 0.07% New 23,512 $412K
Medallion Wealth Advisors, LLC 0.13% No change 22,700 $398K
Allworth Financial LP 0.00% Add +0.3% 22,385 $392K
Trail Ridge Investment Advisors, LLC 0.16% Reduce -3.9% 21,644 $379K
SummitTX Capital, L.P. 0.01% Reduce -13.5% 21,596 $378K
Ironwood Investment Management LLC 0.13% No change 21,179 $371K
ProShare Advisors LLC 0.00% Reduce -17.6% 20,568 $360K
Prelude Capital Management, LLC 0.03% Reduce -46.5% 20,457 $358K
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.4% 19,441 $356K
Virtu Financial LLC 0.01% New 20,196 $354K
Vident Advisory, LLC 0.00% Add +8.6% 20,132 $353K
New Vernon Capital Holdings II LLC 0.19% No change 19,842 $348K
Mercer Global Advisors Inc. 0.00% Add +14.1% 19,692 $345K
Cornerstone Investment Partners, LLC 0.01% Reduce -4.6% 19,679 $345K
Pictet Asset Management Holding SA 0.00% Reduce -33.3% 19,001 $333K
Natixis Advisors, LLC 0.00% Reduce -4.0% 18,912 $331K
Jump Financial, LLC 0.00% New 18,674 $327K
Fifth Third Wealth Advisors LLC 0.01% Add +55.9% 18,470 $324K
Fiducient Advisors LLC 0.05% No change 18,463 $323K
Empirical Asset Management, LLC 0.07% Reduce -14.1% 18,350 $321K
State of Wisconsin Investment Board 0.00% Add +22.0% 18,255 $320K
Maryland State Retirement & Pension System 0.01% Reduce -16.8% 18,023 $316K
Swiss Life Asset Management Ltd 0.00% New 17,754 $311K
Elo Mutual Pension Insurance Co 0.00% New 17,489 $306K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -75.5% 17,200 $301K
Public Employees Retirement Association of Colorado 0.00% Reduce -25.1% 16,990 $298K
EntryPoint Capital, LLC 0.07% Reduce -73.8% 16,556 $290K
VestGen Advisors, LLC 0.01% Add +11.9% 16,415 $288K
Catalyst Funds Management Pty Ltd 0.02% New 15,750 $276K
Arax Advisory Partners 0.00% New 15,408 $270K
Vanguard Personalized Indexing Management, LLC 0.00% Add +3.2% 15,321 $268K
SG Americas Securities, LLC 0.00% Reduce -75.4% 15,207 $266K
Stokes Family Office, LLC 0.03% Add +0.6% 15,179 $266K
FORM Wealth Advisors, LLC 0.03% No change 14,684 $257K
Allstate Corp. 0.00% Add +0.8% 14,638 $256K
Two Sigma Securities, LLC 0.02% New 14,498 $254K
Mutual of America Capital Management LLC 0.00% Reduce -15.8% 14,272 $250K
Cresset Asset Management, LLC 0.00% New 14,143 $248K
Rehmann Capital Advisory Group 0.01% New 14,005 $245K
North Berkeley Wealth Management, LLC 0.10% No change 13,600 $238K
Praxis Investment Management Inc. 0.01% No change 13,600 $238K
Thoroughbred Financial Services, LLC 0.01% No change 13,335 $233K
Atom Investors LP 0.02% New 13,180 $231K
Ameritas Investment Partners, Inc. 0.01% No change 13,102 $230K
Sanctuary Advisors, LLC 0.00% New 12,737 $223K
Bison Wealth, LLC 0.02% New 12,873 $216K
American Century Companies Inc. 0.00% New 12,318 $216K
Truvestments Capital LLC 0.03% No change 12,000 $210K
Canada Pension Plan Investment Board 0.00% New 11,900 $208K
Crumly & Associates Inc. 0.04% Reduce -42.3% 11,660 $204K
Baird Financial Group, Inc. 0.00% Reduce -35.0% 11,561 $203K
Inceptionr LLC 0.05% New 11,521 $202K
Evanson Financial, LLC 0.01% — 11,396 $200K
Jones Financial Companies LLLP 0.00% Add +124.5% 10,951 $198K
Corient Private Wealth LP 0.00% Reduce -40.3% 11,077 $194K
Centiva Capital, LP 0.01% New 11,058 $194K
Syon Capital LLC 0.01% Reduce -6.1% 10,658 $187K
iSAM Funds (UK) Ltd 0.13% New 10,600 $186K
Keybank National Association 0.00% New 10,253 $180K
Fulcrum Asset Management LLP 0.02% New 10,014 $179K
Abel Hall, LLC 0.03% New 10,207 $179K
Claro Advisors Inc. 0.02% New 10,141 $178K
Innovative Asset Advisors Group, LLC 0.08% No change 10,041 $176K
Baron Wealth Management LLC 0.05% New 10,026 $176K
Meyer Handelman Co. 0.01% No change 10,000 $175K
Gabelli Funds LLC 0.00% No change 10,000 $175K
PNC Financial Services Group, Inc. 0.00% Reduce -5.8% 9,917 $174K
Tower Research Capital LLC (TRC) 0.00% Add +43.5% 9,169 $161K
Barrett & Company, Inc. 0.04% No change 8,500 $149K
Nisa Investment Advisors, LLC 0.00% Add +169.6% 8,221 $144K
Parkside Financial Bank & Trust 0.01% No change 6,823 $120K
KBC Group NV 0.00% Reduce -32.7% 5,392 $94K
Northwestern Mutual Wealth Management Co. 0.00% No change 5,307 $93K
Archer Investment Corp 0.02% New 5,110 $90K
UMB Bank, n.a. 0.00% Add +26.1% 5,056 $89K
Copeland Capital Management, LLC 0.00% Reduce -25.0% 4,984 $87K
Walleye Capital LLC 0.00% Reduce -92.7% 4,665 $82K
GAMMA Investing LLC 0.00% Add +5.6% 4,564 $80K
Hantz Financial Services, Inc. 0.00% Add +7.8% 4,447 $78K
Harbour Investments, Inc. 0.00% New 4,429 $78K
Tokio Marine Asset Management Co. Ltd. 0.00% New 4,293 $75K
Graticule Asia Macro Advisors LLC 0.01% New 4,109 $72K
Versant Capital Management, Inc 0.01% No change 3,771 $66K
US Bancorp \de 0.00% No change 3,437 $60K
Rockefeller Capital Management L.P. 0.00% Reduce -0.7% 3,244 $57K
Plato Investment Management Ltd 0.00% New 3,163 $55K
IFP Advisors, Inc 0.00% Add +5373.7% 3,120 $55K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +2.6% 2,683 $47K
Public Employees Retirement System of Ohio 0.00% Add +1.3% 2,635 $46K
Nykredit A/S 0.00% — 2,612 $46K
Parallel Advisors, LLC 0.00% Add +52.6% 2,596 $45K
Farther Finance Advisors, LLC 0.00% Add +101.1% 2,540 $45K
Huntington National Bank 0.00% No change 2,176 $38K
Triumph Capital Management 0.01% Reduce -5.2% 2,149 $38K
St Germain D J Co. Inc. 0.00% No change 2,091 $37K
EverSource Wealth Advisors, LLC 0.00% Add +52.6% 2,026 $35K
Smartleaf Asset Management LLC 0.00% No change 1,846 $33K
Wealth Enhancement Trust Services, Inc. 0.00% New 1,752 $31K
Los Angeles Capital Management LLC 0.00% No change 1,740 $30K
SBI Securities Co., Ltd. 0.00% Add +3.2% 1,696 $30K
International Assets Investment Management, LLC 0.00% No change 1,631 $29K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,580 $28K
Meeder Asset Management Inc. 0.00% New 1,392 $24K
Southern Michigan Bank & Trust 0.01% No change 1,200 $21K
Salomon & Ludwin, LLC 0.00% No change 1,088 $19K
SHP Wealth Management 0.00% No change 1,000 $18K
Halbert Hargrove Global Advisors, LLC 0.00% No change 1,000 $18K
Global Retirement Partners, LLC 0.00% — 963 $17K
Private Wealth Asset Management, LLC 0.00% No change 950 $17K
Kemnay Advisory Services Inc. 0.00% New 880 $15K
Walleye Trading LLC 0.00% Reduce -98.2% 862 $15K
Zeit Capital LLC 0.01% No change 800 $14K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 720 $13K
Armstrong Advisory Group, Inc. 0.00% No change 692 $12K
SJS Investment Consulting Inc. 0.00% New 684 $12K
Optiver Holding B.V. 0.00% New 648 $11K
Ares Systematic Credit Ltd 0.02% New 639 $11K
Assetmark, Inc. 0.00% Add +1.0% 593 $10K
TD Waterhouse Canada Inc. 0.00% No change 500 $9K
Mark Sheptoff Financial Planning, LLC 0.00% New 500 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 500 $9K
Financial Consulate, Inc. 0.00% No change 430 $8K
Financial Avengers, Inc. 0.00% Add +0.5% 422 $7K
Creative Financial Designs Inc. 0.00% Add +0.5% 412 $7K
AdvisorNet Financial, Inc 0.00% No change 411 $7K
Providence Capital Advisors, LLC 0.00% New 408 $7K
Rothschild Investment LLC 0.00% No change 401 $7K
Caitong International Asset Management Co., Ltd 0.00% Add +88.4% 277 $5K
NewEdge Advisors, LLC 0.00% No change 236 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 295 $3K
Bellevue Asset Management, LLC 0.00% New 178 $3K
Larson Financial Group LLC 0.00% Add +63.9% 177 $3K
Keating Financial Advisory Services, Inc. 0.00% No change 139 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 135 $2K
Private Wealth Management Group, LLC 0.00% No change 132 $2K
Mb, Levis & Associates, LLC 0.00% New 125 $2K
Bare Financial Services, Inc 0.00% Add +63.9% 100 $2K
Rosenberg Matthew Hamilton 0.00% No change 100 $2K
SOA Wealth Advisors, LLC. 0.00% New 96 $2K
Essential Partners LLC 0.00% Reduce -98.4% 95 $2K
Farmers & Merchants Investments Inc. 0.00% No change 95 $2K
Quarry LP 0.00% Reduce -28.8% 94 $2K
Clearstead Advisors, LLC 0.00% Add +1700.0% 90 $2K
Stone House Investment Management, LLC 0.00% No change 71 $1K
Arlington Trust Co LLC 0.00% No change 67 $1K
Spire Wealth Management 0.00% New 63 $1K
Covestor Ltd 0.00% Reduce -66.7% 35 $1K
Evolution Advisers, Inc. 0.00% New 61 $1K
Aster Capital Management (DIFC) Ltd 0.00% New 57 $999
Silver Grove Financial Group, Inc. 0.00% New 55 $964
Kelleher Financial Advisors 0.00% New 51 $894
Plante Moran Financial Advisors, LLC 0.00% New 48 $841
CoreCap Advisors, LLC 0.00% No change 48 $841
Cedar Mountain Advisors, LLC 0.00% No change 43 $753
Gilpin Wealth Management, LLC 0.00% No change 39 $684
Ankerstar Wealth, LLC 0.00% No change 31 $543
Cornerstone Financial Management LLC 0.00% New 30 $526
RMG Wealth Management LLC 0.00% New 30 $498
JFS Wealth Advisors, LLC 0.00% New 24 $421
Davis Capital Management 0.00% New 8 $140
Dunhill Financial, LLC 0.00% No change 3 $65

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