Who owns PBI (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-Q1 13F filings. 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
60 tracked funds added or opened PBI while 68 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2025-Q4 and 2026-Q1, across 322 tracked filers holding PBI, 154 increased or opened the position and 168 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 15
- VANGUARD PORTFOLIO MANAGEMENT LLC$93M
- VANGUARD CAPITAL MANAGEMENT LLC$67M
- Assenagon Asset Management S.A.$16M
- Long Corridor Asset Management Ltd$12M
- VANGUARD FIDUCIARY TRUST CO$11M
- ExodusPoint Capital Management, LP$5M
Full exits 24
- VANGUARD GROUP INC$159M
- Point72 Asset Management, L.P.$12M
- CANADA PENSION PLAN INVESTMENT BOARD$5M
- Gifford Fong Associates$5M
- Brandywine Global Investment Management, LLC$5M
- TWO SIGMA ADVISERS, LP$3M
Largest adds
- LSV ASSET MANAGEMENT$26M
- D. E. Shaw & Co., Inc.$9M
- HRT FINANCIAL LP$7M
- MORGAN STANLEY$6M
- FRANKLIN RESOURCES INC$5M
- XTX Topco Ltd$5M
Largest trims
- GOLDMAN SACHS GROUP INC$15M
- Invesco Ltd.$14M
- MILLENNIUM MANAGEMENT LLC$13M
- PRICE T ROWE ASSOCIATES INC /MD/$11M
- HSBC HOLDINGS PLC$6M
- BARCLAYS PLC$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 14,673,861 | $162M | 10.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,398,571 | $93M | 6.1% | 2026-Q1 |
| Hestia Capital Management, LLC trimmed | 8,155,805 | $90M | 5.9% | 2026-Q1 |
| STATE STREET CORP added | 6,417,472 | $71M | 4.7% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 6,333,880 | $70M | 4.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,059,626 | $67M | 4.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,758,123 | $42M | 2.7% | 2026-Q1 |
| Permit Capital, LLC added | 3,500,000 | $39M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,195,804 | $35M | 2.3% | 2026-Q1 |
| CAPITAL MANAGEMENT CORP /VA trimmed | 2,689,543 | $30M | 2.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,331,315 | $26M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 2,275,231 | $25M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,160,613 | $24M | 1.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 2,100,701 | $23M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,735,770 | $19M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,708,817 | $19M | 1.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,484,436 | $16M | 1.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,372,541 | $15M | 1.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,252,914 | $14M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 1,130,953 | $12M | 0.8% | 2026-Q1 |
| Long Corridor Asset Management Ltd new | 1,120,000 | $12M | 0.8% | 2026-Q1 |
| Saber Capital Managment, LLC added | 1,108,765 | $12M | 0.8% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 1,079,614 | $12M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 990,114 | $11M | 0.7% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 975,500 | $11M | 0.7% | 2026-Q1 |
| HRT FINANCIAL LP added | 962,174 | $11M | 0.7% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 861,161 | $10M | 0.6% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 845,635 | $9M | 0.6% | 2026-Q1 |
| Public Sector Pension Investment Board added | 762,678 | $8M | 0.6% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 760,840 | $8M | 0.6% | 2026-Q1 |
| Solidarity Wealth, LLC added | 746,833 | $8M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 729,022 | $8M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 728,572 | $8M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 721,947 | $8M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 707,291 | $8M | 0.5% | 2026-Q1 |
| Evergreen Wealth Management, LLC trimmed | 698,165 | $8M | 0.5% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC added | 692,308 | $8M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 689,471 | $8M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 698,716 | $8M | 0.5% | 2026-Q1 |
| XTX Topco Ltd added | 635,919 | $7M | 0.5% | 2026-Q1 |
| Westside Investment Management, Inc. trimmed | 614,014 | $7M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 598,220 | $7M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 564,821 | $6M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 549,588 | $6M | 0.4% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 489,200 | $5M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 476,744 | $5M | 0.3% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 450,857 | $5M | 0.3% | 2026-Q1 |
| INGALLS & SNYDER LLC added | 433,626 | $5M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 430,318 | $5M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 408,325 | $5M | 0.3% | 2026-Q1 |
| Phoenix Financial Ltd. added | 404,000 | $4M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 389,369 | $4M | 0.3% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 382,207 | $4M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 333,458 | $4M | 0.2% | 2026-Q1 |
| Ruffer LLP trimmed | 328,645 | $4M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 326,865 | $4M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 323,302 | $4M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 314,246 | $3M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 310,417 | $3M | 0.2% | 2026-Q1 |
| Man Group plc added | 303,365 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 302,500 | $3M | 0.2% | 2026-Q1 |
| Parallax Volatility Advisers, L.P. | 300,000 | $3M | 0.2% | 2026-Q1 |
| CAXTON ASSOCIATES LLP added | 281,222 | $3M | 0.2% | 2026-Q1 |
| Systematic Alpha Investments, LLC | 275,000 | $3M | 0.2% | 2026-Q1 |
| NORGES BANK | 331,000 | $3M | 0.2% | 2026-Q1 |
| KORNITZER CAPITAL MANAGEMENT INC /KS trimmed | 268,530 | $3M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 261,701 | $3M | 0.2% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 237,089 | $3M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 223,890 | $2M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 220,785 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 220,253 | $2M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 215,107 | $2M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 214,245 | $2M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 210,960 | $2M | 0.2% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 208,693 | $2M | 0.2% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 203,332 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 202,484 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 15,016,582 | $159M | 10.5% | 2025-Q4 stale |
| Cannell & Spears LLC added | 3,364,466 | $38M | 2.5% | 2025-Q3 stale |
| Ancora Advisors LLC added | 1,670,000 | $18M | 1.2% | 2025-Q2 stale |
| Point72 Asset Management, L.P. new | 1,144,850 | $12M | 0.8% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. new | 1,218,990 | $11M | 0.7% | 2025-Q1 stale |
| Allspring Global Investments Holdings, LLC added | 555,747 | $6M | 0.4% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 527,671 | $6M | 0.4% | 2025-Q3 stale |
| CANADA PENSION PLAN INVESTMENT BOARD added | 512,600 | $5M | 0.4% | 2025-Q4 stale |
| Gifford Fong Associates | 511,059 | $5M | 0.4% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 502,064 | $5M | 0.3% | 2025-Q4 stale |
| Rakuten Investment Management, Inc. new | 20,184 | $4M | 0.3% | 2025-Q3 stale |
| Neo Ivy Capital Management new | 347,218 | $4M | 0.3% | 2025-Q3 stale |
| Informed Momentum Co LLC trimmed | 319,245 | $3M | 0.2% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 319,800 | $3M | 0.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 286,223 | $3M | 0.2% | 2025-Q3 stale |
| ADVISORY RESEARCH INC | 272,687 | $3M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 325,822 | $3M | 0.2% | 2025-Q1 stale |
| Kingsview Wealth Management, LLC trimmed | 246,540 | $3M | 0.2% | 2025-Q3 stale |
| PARK CIRCLE Co added | 245,505 | $3M | 0.2% | 2025-Q3 stale |
| Jump Financial, LLC added | 215,503 | $2M | 0.2% | 2025-Q4 stale |
| Triasima Portfolio Management inc. added | 194,340 | $2M | 0.1% | 2025-Q3 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 198,720 | $2M | 0.1% | 2025-Q4 stale |
| PEAK6 LLC trimmed | 197,326 | $2M | 0.1% | 2025-Q4 stale |
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.