Who owns Pitney Bowes (PBI)
Which tracked institutional funds hold PBI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PBI is one-sided between 2026-Q1 and 2026-Q2: 135 added or opened and 40 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PBI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PBI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PBI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 321 tracked filers holding PBI, 159 increased or opened the position and 180 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PBI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$22M
- DANSKE BANK A/S$13M
- SCHRODER INVESTMENT MANAGEMENT GROUP$7M
- Alberta Investment Management Corp$6M
- Trexquant Investment LP$5M
- Informed Momentum Co LLC$4M
Full exits 27
- LSV ASSET MANAGEMENT$70M
- Long Corridor Asset Management Ltd$12M
- HRT FINANCIAL LP$11M
- INGALLS & SNYDER LLC$5M
- Ruffer LLP$4M
- BESSEMER GROUP INC$3M
Largest adds
- BlackRock, Inc.$58M
- TWO SIGMA INVESTMENTS, LP$44M
- D. E. Shaw & Co., Inc.$44M
- VANGUARD PORTFOLIO MANAGEMENT LLC$42M
- STATE STREET CORP$37M
- CITADEL ADVISORS LLC$30M
Largest trims
- Hestia Capital Management, LLC$30M
- Assenagon Asset Management S.A.$16M
- XTX Topco Ltd$6M
- DEUTSCHE BANK AG\$4M
- Qube Research & Technologies Ltd$3M
- UBS Group AG$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 12,584,067 | $220M | 11.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 7,709,733 | $135M | 7.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 6,152,596 | $108M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 5,433,609 | $95M | 5.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 3,812,173 | $67M | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,523,736 | $62M | 3.3% | 2026-Q2 |
| Permit Capital, LLC | 3,500,000 | $61M | 3.3% | 2026-Q2 |
| Hestia Capital Management, LLC trimmed | 3,403,420 | $60M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,991,475 | $52M | 2.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,878,301 | $50M | 2.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,430,215 | $43M | 2.3% | 2026-Q2 |
| CAPITAL MANAGEMENT CORP /VA trimmed | 2,393,573 | $42M | 2.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,120,789 | $37M | 2.0% | 2026-Q2 |
| Nuveen, LLC added | 2,048,713 | $36M | 1.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 2,004,316 | $35M | 1.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,977,885 | $35M | 1.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,935,916 | $34M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,684,640 | $30M | 1.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,637,182 | $29M | 1.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,587,274 | $28M | 1.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,315,915 | $23M | 1.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,245,500 | $22M | 1.2% | 2026-Q2 |
| Invesco Ltd. added | 1,245,026 | $22M | 1.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 1,146,933 | $20M | 1.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,129,907 | $20M | 1.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,024,997 | $18M | 1.0% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,015,780 | $18M | 1.0% | 2026-Q2 |
| Saber Capital Managment, LLC trimmed | 934,244 | $16M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 872,114 | $15M | 0.8% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 861,978 | $15M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 834,391 | $15M | 0.8% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 800,667 | $14M | 0.8% | 2026-Q2 |
| DANSKE BANK A/S new | 761,248 | $13M | 0.7% | 2026-Q2 |
| Solidarity Wealth, LLC trimmed | 732,433 | $13M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 669,452 | $12M | 0.7% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 609,724 | $11M | 0.6% | 2026-Q2 |
| Evergreen Wealth Management, LLC trimmed | 605,375 | $11M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 602,672 | $11M | 0.6% | 2026-Q2 |
| Westside Investment Management, Inc. trimmed | 601,715 | $11M | 0.6% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 598,003 | $10M | 0.6% | 2026-Q2 |
| HENNESSY ADVISORS INC trimmed | 594,900 | $10M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 567,047 | $10M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 555,770 | $10M | 0.5% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 550,534 | $10M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 550,443 | $10M | 0.5% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 541,985 | $9M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 521,924 | $9M | 0.5% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 469,200 | $8M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 468,595 | $8M | 0.4% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 448,685 | $8M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 447,476 | $8M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP new | 413,185 | $7M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 391,273 | $7M | 0.4% | 2026-Q2 |
| Man Group plc added | 380,082 | $7M | 0.4% | 2026-Q2 |
| Phoenix Financial Ltd. trimmed | 380,000 | $7M | 0.4% | 2026-Q2 |
| Alberta Investment Management Corp added | 363,800 | $6M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 343,054 | $6M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 319,349 | $6M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 302,048 | $5M | 0.3% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. | 300,000 | $5M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 294,699 | $5M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 293,001 | $5M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 283,737 | $5M | 0.3% | 2026-Q2 |
| CAXTON ASSOCIATES LLP trimmed | 280,318 | $5M | 0.3% | 2026-Q2 |
| Systematic Alpha Investments, LLC | 275,000 | $5M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 273,600 | $5M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 260,569 | $5M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 260,189 | $5M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 247,686 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 234,535 | $4M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 227,965 | $4M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 226,796 | $4M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 226,208 | $4M | 0.2% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 224,080 | $4M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 219,324 | $4M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 209,503 | $4M | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 207,422 | $4M | 0.2% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 203,060 | $4M | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 200,010 | $4M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 197,462 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 197,181 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 181,552 | $3M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 166,400 | $3M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 163,860 | $3M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 156,477 | $3M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 150,401 | $3M | 0.1% | 2026-Q2 |
| DENALI ADVISORS LLC | 149,840 | $3M | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 145,087 | $3M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 142,811 | $3M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 134,145 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 134,019 | $2M | 0.1% | 2026-Q2 |
| American Assets Investment Management, LLC added | 130,000 | $2M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 123,145 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 115,782 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 115,394 | $2M | 0.1% | 2026-Q2 |
| Weiss Asset Management LP added | 112,515 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 107,891 | $2M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 107,429 | $2M | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 98,273 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 95,456 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.