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Disclosery

PBI PITNEY BOWES INC

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Stock (common), issuer CIK 78814

277 managers (285 13F filers) reported a position in PBI shares at 2024-12-31, 125,633,358 shares in all. 25 filers opened a position and 27 filers sold out during the quarter.

Managers
277
13F filers
285
New
25
Added
99
Reduced
91
Sold out
27
Shares held by filers
125,633,358

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CIBC WORLD MARKETS CORP15,183$110K<0.01%new13F-HRTimeline
MEYER HANDELMAN CO15,000$109K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,911$108K<0.01%-1,02913F-HRTimelineGroup
PharVision Advisers, LLC14,793$107K0.09%13F-HRTimeline
Mariner, LLCin group Mariner, LLC14,362$104K<0.01%-44813F-HRTimelineGroup
XPONANCE LLC14,283$103K<0.01%+3,83713F-HRTimeline
Carnegie Lake Advisors LLC14,150$102K0.04%-82513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13,686$99.1K<0.01%-5,70113F-HRTimelineGroup
North Berkeley Wealth Management, LLC13,600$98.5K0.1%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,680$91.2K<0.01%-1,25313F-HRTimelineGroup
NorthRock Partners, LLC12,002$86.9K<0.01%-1,79213F-HR/ATimeline
Truvestments Capital LLC12,000$86.9K0.02%013F-HRTimeline
SYON CAPITAL LLC11,263$81.5K0.01%+63313F-HRTimeline
PFG Investments, LLC11,240$81.4K0.01%-5,25513F-HRTimeline
CIBC Asset Management Inc11,027$79.8K<0.01%-4,07713F-HRTimeline
Evanson Asset Management, LLC10,923$79.1K0.01%+7013F-HRTimeline
State of Wyoming10,830$78.4K0.01%-55,91713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,651$77.1K<0.01%-7213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,254$74.2K<0.01%-36613F-HRTimelineGroup
OXFORD ASSET MANAGEMENT LLP10,238$74.1K0.03%-10,05213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TrueMark Investments, LLCin group TrueMark Investments, LLC10,186$73.7K0.02%-34,28113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,110$73.2K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.8,500$61.5K0.03%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…6,664$48.2K<0.01%-1,38213F-HRTimeline
CWM, LLCin group CWM, LLC5,814$42K<0.01%-6613F-HRTimelineGroup
Smartleaf Asset Management LLC5,078$36.8K<0.01%+2,87313F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.4,290$31.1K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc3,716$26.9K0.01%-28213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,498$25.3K<0.01%-50013F-HRTimelineGroup
Quarry LP3,493$25.3K<0.01%-4,82613F-HRTimeline
GAMMA Investing LLC2,717$19.7K<0.01%+1,08413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,322$16.8K<0.01%+10013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,108$15.3K<0.01%+4413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,091$15.1K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.1,917$13.9K<0.01%-66113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,600$11.6K<0.01%013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.1,580$11K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,029$7.45K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…960$6.95K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC800$6K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC759$5.5K<0.01%+21213F-HRTimeline
Blue Trust, Inc.744$5.39K<0.01%+57413F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC673$4.87K<0.01%+413F-HRTimeline
Global Retirement Partners, LLC637$4.61K<0.01%-54013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC593$4.29K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.500$3.62K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC415$3K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC451$3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc411$2.98K<0.01%013F-HRTimeline
Financial Avengers, Inc.405$2.93K<0.01%+313F-HRTimeline
CBIZ Investment Advisory Services, LLC395$2.86K<0.01%+10013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.300$2.17K<0.01%13F-HRTimeline
UMB Bank, n.a.286$2.07K<0.01%-11513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Planning Group LLC203$1.87K<0.01%+213F-HRTimeline
NewEdge Advisors, LLC236$1.71K<0.01%013F-HRTimeline
Performa Ltd (US), LLC20$1.58K<0.01%-6513F-HRTimeline
ROTHSCHILD INVESTMENT LLC215$1.56K<0.01%+1513F-HRTimeline
Grove Bank & Trust170$1.23K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC166$1.2K<0.01%013F-HRTimeline
R Squared Ltd160$1.16K<0.01%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT169$1K<0.01%013F-HR/ATimeline
Covestor Ltd86$1K<0.01%+1513F-HRTimeline
Private Wealth Management Group, LLC132$956<0.01%013F-HRTimeline
Allworth Financial LP127$933<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB123$891<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.110$797<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…108$782<0.01%013F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd76$550<0.01%new13F-HRTimeline
Sound Income Strategies, LLC53$384<0.01%013F-HRTimeline
CoreCap Advisors, LLC48$348<0.01%-4813F-HRTimeline
Larson Financial Group LLC36$261<0.01%013F-HRTimeline
Parkside Financial Bank & Trust35$254<0.01%013F-HRTimeline
Farther Finance Advisors, LLC33$239<0.01%013F-HRTimeline
IFP Advisors, Inc0$188<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Coppell Advisory Solutions LLC10$72<0.01%013F-HRTimeline
Clearstead Advisors, LLC5$35<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC3$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.