PBI · Pitney Bowes Inc · Shareholders & Ownership
$17.48
+0.04 (+0.20%)
At close · Oct 29
Return incl. dividend (before tax)
Earnings today
Q2 2026 earnings call transcript
Market Cap
$2.39B
Shares
137.09M
Volume · Oct 29
576.21K
Avg daily vol (3M)
1.68M
Every disclosed holder of PBI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PBI
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 123,141,881 | 89.83% |
| Insiders (Forms 3, 4, 5) | 1,240,469 | 0.90% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 12,707,862 | 9.27% |
| Registered funds (N-PORT, not summed) | 46,701,131 | 34.07% |
Shares outstanding: 137,090,212, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PBI
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,584,067 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
5,927,512 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,299,446 | ||
| 1.3 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
568,003 | ||
| 1.4 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
551,090 | ||
| 1.5 |
iShares S&P Small-Cap 600 Growth ETF
Fund
S000004314 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
525,273 | ||
| 2 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,709,733 | ||
| 3 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,200,507 | ||
| 3.1 |
LSV ASSET MANAGEMENT
13G
CIK 1050470 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
7,200,507 | ||
| 3.2 |
LSV Conservative Value Equity Fund
Fund
S000016708 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
39,700 | ||
| 3.3 |
LSV Global Value Fund
Fund
S000023533 · Registered fund · Jul 31, 2026
ADVISORS' INNER CIRCLE FUND, not summed
|
34,357 | ||
| 4 |
|
6,152,596 | ||
| 4.1 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
1,145,977 | ||
| 4.2 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF
Fund
S000006990 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
340,117 | ||
| 4.3 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
340,075 | ||
| 4.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
52,864 | ||
| 4.5 |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
Fund
S000006973 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
33,930 | ||
| 5 |
HESTIA CAPITAL PARTNERS LP
13D
CIK 1456565 · Unknown · May 11, 2026
Item 4 purpose: Other
not summed
|
5,638,798 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,433,609 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,873,367 | ||
| 8 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,812,173 | ||
| 9 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,523,736 | ||
| 10 |
Permit Capital, LLC
13F
CIK 1313978 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,500,000 | ||
| 11 |
Hestia Capital Management, LLC
13F
CIK 1815344 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,403,420 | ||
| 12 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,991,475 | ||
| 12.1 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
86,122 | ||
| 12.2 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
63,134 | ||
| 12.3 |
Goldman Sachs Small Cap Equity Insights Fund
Fund
S000009329 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
15,912 | ||
| 12.4 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
13,501 | ||
| 12.5 |
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
Fund
S000009355 · Registered fund · Jun 30, 2026
Goldman Sachs Variable Insurance Trust, not summed
|
3,422 | ||
| 13 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,878,301 | ||
| 14 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,793,633 | ||
| 15 |
Wolf Kurt James
Insider
CIK 1693906 · Oct 1, 2026
Director, President & CEO, issuer-wide, not summed
|
2,585,950 | ||
| 16 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,430,215 | ||
| 16.1 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
534,857 | ||
| 16.2 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
497,432 | ||
| 16.3 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
331,049 | ||
| 16.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
218,586 | ||
| 16.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
160,336 | ||
| 17 |
CAPITAL MANAGEMENT CORP /VA
13F
CIK 1074273 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,393,573 | ||
| 18 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,120,789 | ||
| 18.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
169 | ||
| 19 |
|
2,048,713 | ||
| 19.1 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
624,710 | ||
| 19.2 |
Nuveen Quant Small/Mid Cap Equity Fund
Fund
S000054623 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
314,100 | ||
| 19.3 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
311,358 | ||
| 19.4 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
190,598 | ||
| 19.5 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
134,061 | ||
| 20 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,004,316 | ||
| 21 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,977,885 | ||
| 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,935,916 | ||
| 22.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
593,291 | ||
| 22.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
474,664 | ||
| 22.3 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
354,672 | ||
| 22.4 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
123,896 | ||
| 22.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
75,480 | ||
| 23 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,770,896 | ||
| 24 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,684,640 | ||
| 24.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
73,771 | ||
| 24.2 |
Small Cap Value Fund
Fund
S000001246 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
43,018 | ||
| 24.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
32,232 | ||
| 24.4 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
18,104 | ||
| 25 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,637,182 | ||
| 26 |
HSBC HOLDINGS PLC
13F
CIK 873630 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,587,274 | ||
| 27 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,429,156 | ||
| 28 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,315,915 | ||
| 29 |
Assenagon Asset Management S.A.
13F
CIK 1546007 · Unknown · Sep 30, 2026
|
1,309,845 | ||
| 30 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
CIK 1535845 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,245,500 | ||
| 31 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,245,026 | ||
| 31.1 |
Invesco Dorsey Wright Industrials Momentum ETF
Fund
S000013105 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
494,384 | ||
| 31.2 |
Invesco S&P SmallCap 600 Revenue ETF
Fund
S000064596 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
201,164 | ||
| 31.3 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
194,308 | ||
| 31.4 |
Invesco BuyBack AchieversTM ETF
Fund
S000013111 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
130,221 | ||
| 31.5 |
Invesco S&P SmallCap Industrials ETF
Fund
S000028300 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
89,707 | ||
| 32 |
TUDOR INVESTMENT CORP ET AL
13F
CIK 923093 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,146,933 | ||
| 33 |
BANK OF MONTREAL /CAN/
13F
CIK 927971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,129,907 | ||
| 34 |
BNP PARIBAS ARBITRAGE, SA
13F
CIK 1166588 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,024,997 | ||
| 35 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,015,780 | ||
| 36 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
962,940 | ||
| 37 |
Saber Capital Managment, LLC
13F
CIK 1911378 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
934,244 | ||
| 38 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
872,114 | ||
| 39 |
NOMURA HOLDINGS INC
13F
CIK 1163653 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
861,978 | ||
| 40 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
834,391 | ||
| 41 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
829,002 | ||
| 42 |
Pacer Advisors, Inc.
13F
CIK 1616667 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
812,266 | ||
| 43 |
CIBC WORLD MARKET INC.
13F
CIK 1421224 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
800,667 | ||
| 44 |
Pacer US Small Cap Cash Cows 100 ETF
Fund
S000055468 · Registered fund · Jul 31, 2026
Pacer Funds Trust, not summed
|
776,910 | ||
| 45 |
|
761,248 | ||
| 46 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
750,098 | ||
| 47 |
Solidarity Wealth, LLC
13F
CIK 1906613 · Registered investment adviser · Sep 30, 2026
|
707,297 | ||
| 48 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
669,452 | ||
| 49 |
Public Sector Pension Investment Board
13F
CIK 1396318 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
609,724 | ||
| 50 |
Evergreen Wealth Management, LLC
13F
CIK 1965292 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
605,375 |
30 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 497 holders
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