| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.4M | $95.2M | -10.3% | 4.012% | 0.00% |
| 5 | D. E. Shaw & Co., Inc. | 3.9M | $67.9M | +84.6% | 2.863% | 0.03% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 3.5M | $61.7M | -6.2% | 2.602% | 0.00% |
| 7 | Permit Capital, LLC | 3.5M | $61.3M | 0.0% | 2.584% | 17.16% |
| 8 | Hestia Capital Management, LLC | 3.4M | $59.6M | -58.3% | 2.513% | 78.97% |
| 9 | GOLDMAN SACHS GROUP INC | 3.4M | $59.0M | -5.7% | 2.487% | 0.01% |
| 10 | TWO SIGMA INVESTMENTS, LP | 2.9M | $50.8M | +413.1% | 2.140% | 0.04% |
| 11 | CITADEL ADVISORS LLC | 2.6M | $45.5M | +119.8% | 1.916% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $42.6M | +4.2% | 1.794% | 0.01% |
| 13 | CAPITAL MANAGEMENT CORP /VA | 2.4M | $41.9M | -11.0% | 1.767% | 6.29% |
| 14 | JANE STREET GROUP, LLC | 2.4M | $41.6M | +134.9% | 1.754% | 0.00% |
| 15 | MORGAN STANLEY | 2.1M | $37.2M | -6.8% | 1.566% | 0.00% |
| 16 | Nuveen, LLC | 2.0M | $35.9M | +197.1% | 1.513% | 0.01% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.9M | $33.9M | -10.4% | 1.429% | 0.00% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.7M | $29.6M | -2.6% | 1.247% | 0.00% |
| 19 | NORTHERN TRUST CORP | 1.7M | $29.5M | -1.4% | 1.244% | 0.00% |
| 20 | Bank of New York Mellon Corp | 1.6M | $28.7M | -5.7% | 1.209% | 0.00% |
| 21 | HSBC HOLDINGS PLC | 1.6M | $27.8M | +824.5% | 1.172% | 0.01% |
| 22 | MILLENNIUM MANAGEMENT LLC | 1.3M | $23.1M | -4.1% | 0.972% | 0.01% |
| 23 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1.2M | $21.8M | — | 0.920% | 0.03% |
| 24 | Invesco Ltd. | 1.2M | $21.8M | +43.0% | 0.919% | 0.00% |
| 25 | TUDOR INVESTMENT CORP ET AL | 1.1M | $20.1M | +1844.0% | 0.847% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PBI — a direct measure of their conviction.
| 92.14% |
| 1.68 pp |
| $1.10B |
| +23% |
| Q4 2024 | 279 | +2.2% | 93.82% | 21.41 pp | $897M | 19% |
| Q3 2024 | 273 | — | 115.23% | — | $1.11B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
71 institutions opened new positions in PBI during Q2 2026, while 39 fully exited. 255 added to existing positions and 18 trimmed.
PBI institutional ownership rose by 2.89 percentage points quarter-over-quarter, with a net change of +34 holders.
The top 10 institutions account for 45.4% of all reported 13F value in PBI, and the top 25 account for 69.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Pitney Bowes Inc. (PBI) Institutional Ownership