Pitney Bowes Inc (PBI) Ownership

7.80 ↓0.25 (-3.11%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Pitney Bowes Inc (PBI), owning a total of 19.9 million shares. Combined, the top 37 institutional holders of PBI own 57.53% of the company with a total of 103.9 million shares.

In the latest ownership report on September 30th 2024, the top 37 institutional holders decreased their combined ownership of PBI by 264 thousand shares. 5 institutions bought 3,713,459 total additional shares and increased their ownership by an average of 625.20%. However 7 institutions sold 3,977,813 total shares and decreased their ownership by an average of 18.09%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Pitney Bowes decreased by a net total of -264,354 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.932%	7.838%	19,862,796	1,443,692	2024-09-30
Geode Capital Management, LLC	1.997%	1.428%	3,628,672	51,093	2024-09-30
Charles Schwab Investment Management Inc	1.580%	-18.581%	2,871,275	-655,275	2024-09-30
Permit Capital, LLC	1.579%	0.000%	2,869,707	0	2024-09-30
Clifford Capital Partners, LLC	1.505%	-25.401%	2,734,111	-930,972	2024-09-30
Capital Management Corp	1.498%	-34.563%	2,721,508	-1,437,494	2024-09-30
Northern Trust Corp	1.433%	-18.554%	2,603,031	-592,973	2024-09-30
D. E. Shaw & Co LP	0.772%	-13.817%	1,402,750	-224,884	2024-09-30
Assenagon Asset Management SA	0.676%	2,894.230%	1,228,562	1,187,531	2024-09-30
Cubist Systematic Strategies, LLC	0.558%	136.724%	1,013,637	585,443	2024-09-30
Renaissance Technologies Corp	0.531%	85.782%	965,271	445,700	2024-09-30
Two Sigma Investments LLC	0.439%	-11.534%	797,943	-104,038	2024-09-30
Principal Financial Group Inc	0.406%	-4.179%	737,715	-32,177	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.932%	7.838%	19,862,796	1,443,692	2024-09-30
BlackRock Inc	9.229%	-1.740%	16,769,017	-297,008	2024-06-30
State Street Corporation	3.572%	1.077%	6,411,511	68,303	2024-03-31
State Street Corp	3.513%	-0.455%	6,382,363	-29,148	2024-06-30
Goldman Sachs Group Inc	2.312%	34.129%	4,200,943	1,068,926	2024-06-30
Morgan Stanley - Brokerage Accounts	2.091%	-7.794%	3,799,284	-321,156	2024-06-30
Geode Capital Management, LLC	1.997%	1.428%	3,628,672	51,093	2024-09-30
Charles Schwab Investment Management Inc	1.580%	-18.581%	2,871,275	-655,275	2024-09-30
Permit Capital, LLC	1.579%	0.000%	2,869,707	0	2024-09-30
Clifford Capital Partners, LLC	1.505%	-25.401%	2,734,111	-930,972	2024-09-30
Capital Management Corp	1.498%	-34.563%	2,721,508	-1,437,494	2024-09-30
Northern Trust Corp	1.433%	-18.554%	2,603,031	-592,973	2024-09-30
Bank of New York Mellon Corp	1.165%	1.041%	2,116,838	21,811	2024-06-30
Fisher Asset Management, LLC	1.160%	49.508%	2,046,000	677,508	2023-06-30
Amvescap Plc.	1.011%	-21.942%	1,836,480	-516,235	2024-06-30
Miller Value Partners, LLC	1.020%	3.860%	1,775,134	65,975	2022-06-30
Paradigm Capital Management, Inc.	0.912%	-2.270%	1,601,700	-37,200	2022-12-31
Dimensional Fund Advisors, Inc.	0.878%	-43.321%	1,575,652	-1,204,308	2024-03-31
D. E. Shaw & Co LP	0.772%	-13.817%	1,402,750	-224,884	2024-09-30
Victory Capital Management Inc.	0.779%	-19.685%	1,354,613	-332,004	2022-09-30
Millennium Management LLC	0.758%	-17.735%	1,318,004	-284,131	2022-06-30
Boundary Creek Advisors LP	0.740%	51.543%	1,288,119	438,119	2022-09-30
Assenagon Asset Management SA	0.676%	2,894.230%	1,228,562	1,187,531	2024-09-30
Arrowstreet Capital Limited Partnership	0.588%	-33.148%	1,035,538	-513,461	2023-03-31
Cubist Systematic Strategies, LLC	0.558%	136.724%	1,013,637	585,443	2024-09-30
Masters Capital Management LLC	0.567%	-50.000%	1,000,000	-1,000,000	2023-06-30
Renaissance Technologies Corp	0.531%	85.782%	965,271	445,700	2024-09-30
Lazard Asset Management LLC	0.522%	45,016.200%	948,342	946,240	2024-06-30
Anqa Management LLC	0.485%	-15.090%	861,016	-153,016	2023-09-30
Two Sigma Investments LLC	0.439%	-11.534%	797,943	-104,038	2024-09-30
HSBC Holdings PLC	0.422%	-15.948%	767,533	-145,628	2024-06-30
Principal Financial Group Inc	0.406%	-4.179%	737,715	-32,177	2024-09-30
Envestnet Asset Management Inc	0.403%	0.000%	721,057	721,057	2023-12-31
Marshall Wace Asset Management Ltd	0.389%	248.062%	706,302	503,378	2024-06-30
Kornitzer Capital Management Inc	0.382%	-7.956%	685,460	-59,250	2024-03-31
Nuveen Asset Management, LLC	0.375%	-0.726%	672,441	-4,917	2024-06-30
Westside Investment Management, Inc.	0.350%	-4.231%	627,539	-27,725	2024-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Pitney Bowes Inc (PBI), owning a total of 9.9 million shares. Combined, the top 31 mutual fund holders of PBI own 34.85% of the company with a total of 62.9 million shares.

In the latest ownership report on October 31st 2024, the top 31 fund holders increased their combined ownership of PBI by 22 thousand shares. 4 funds bought 29,521 total additional shares and increased their ownership by an average of 0.33%. However 4 funds sold 51,884 total shares and decreased their ownership by an average of 1.04%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Pitney Bowes decreased by a net total of -22,363 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.460%	0.000%	9,921,151	0	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.964%	0.163%	5,385,577	8,771	2024-10-31
Vanguard Small Cap Index	2.357%	0.195%	4,283,339	8,350	2024-10-31
Vanguard Small Cap Value Index Inv	1.590%	-0.035%	2,889,472	-996	2024-10-31
iShares Russell 2000 ETF	1.554%	0.000%	2,823,565	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.312%	-0.299%	2,384,508	-7,161	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.894%	0.000%	1,623,836	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.762%	0.760%	1,384,045	10,440	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	0.661%	0.000%	1,200,165	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.618%	-3.038%	1,123,339	-35,200	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.585%	-0.796%	1,063,016	-8,527	2024-10-31
SPDR® S&P 600 Small Cap Value ETF	0.493%	0.219%	896,089	1,960	2024-10-31
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.451%	0.000%	818,767	0	2024-10-31
WisdomTree US SmallCap Dividend ETF	0.423%	0.000%	768,466	0	2024-10-31
Schwab US Small-Cap ETF™	0.412%	0.000%	749,173	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.460%	0.000%	9,921,151	0	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.964%	0.163%	5,385,577	8,771	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.695%	0.000%	4,751,486	0	2023-03-31
Vanguard Small Cap Index	2.357%	0.195%	4,283,339	8,350	2024-10-31
Vanguard Small Cap Value Index Inv	1.590%	-0.035%	2,889,472	-996	2024-10-31
iShares Russell 2000 ETF	1.554%	0.000%	2,823,565	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.312%	-0.299%	2,384,508	-7,161	2024-10-31
Schwab Fundamental US Small Company ETF	1.281%	0.000%	2,291,614	0	2024-05-31
Vanguard Extended Market Index Investor	1.287%	-0.035%	2,265,307	-787	2023-08-31
Classic Global Equity Fund	1.009%	-14.661%	1,833,510	-315,000	2024-09-30
DOMO Concentrated All Cap Value	0.966%	2.758%	1,734,733	46,558	2023-12-31
Fidelity® Small Cap Index	0.957%	2.843%	1,687,314	46,644	2023-10-31
Fidelity Small Cap Index	0.906%	-2.517%	1,645,394	-42,478	2024-08-31
iShares S&P Small-Cap 600 Value ETF	0.894%	0.000%	1,623,836	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.762%	0.760%	1,384,045	10,440	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.755%	0.000%	1,350,562	0	2024-04-30
Victory Market Neutral Income I	0.745%	4.838%	1,296,252	59,820	2022-09-30
Clifford Capital Partners Institutional	0.682%	-1.728%	1,239,600	-21,800	2024-03-31
Schwab Fundamental U.S. Small CompanyETF	0.661%	0.000%	1,200,165	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.618%	-3.038%	1,123,339	-35,200	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.585%	-0.796%	1,063,016	-8,527	2024-10-31
iShares Russell 2000 Growth ETF	0.543%	0.000%	971,309	0	2024-05-30
CMC G&I	0.534%	7.281%	958,090	65,025	2024-06-30
Invesco S&P SmallCap 600 Revenue ETF	0.514%	0.000%	919,647	0	2024-05-31
Fidelity Extended Market Index	0.501%	-3.312%	909,864	-31,169	2024-09-30
SPDR® S&P 600 Small Cap Value ETF	0.493%	0.219%	896,089	1,960	2024-10-31
CMC SMID	0.478%	-30.715%	869,150	-385,305	2024-09-30
Fidelity® Extended Market Index	0.466%	0.000%	820,894	0	2023-11-30
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.451%	0.000%	818,767	0	2024-10-31
WisdomTree US SmallCap Dividend ETF	0.423%	0.000%	768,466	0	2024-10-31
Schwab US Small-Cap ETF™	0.412%	0.000%	749,173	0	2024-10-31