Public record / Tickers / PBI

PBI — PITNEY BOWES INC /DE/

Both disclosure regimes on one name: who in Congress filed about PBI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming PBI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
03-09
filed 2015-03-09
13F holders
303
top-303 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Virginia Foxx · $15.0K–$50.0K

Sale · traded 2015-02-02 → filed 2015-03-09. Ranked over every PBI row by the provable lower bound, never a point estimate.

No member disclosed PBI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated PBI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PBI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PBI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2015-03-09Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 02-02 +35d$15K–$50K
2015-01-08Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 2014-12-10 +29d$15K–$50K
2014-10-08Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 09-15 +23d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in PBI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed PBI in the trailing 12 months.

Congress ↔ notable managers · PBI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $3.1M held
Trimming
1 Gotham Asset Management $764K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PITNEY BOWES INC

Merged timeline of congressional filings and notable-manager moves on PBI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−1,325 sh
2026-05-14Caxton Associates 13Fadd+104,004 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PBI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$162M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$92.8M1
3Hestia Capital Management, LLC$90.1M1
4STATE STREET CORP$70.9M1
5VANGUARD CAPITAL MANAGEMENT LLC$67.0M1
6GEODE CAPITAL MANAGEMENT, LLC$41.5M1
7Permit Capital, LLC$38.7M1
8CAPITAL MANAGEMENT CORP /VA$29.7M1
9DIMENSIONAL FUND ADVISORS LP$25.8M1
10MORGAN STANLEY$25.1M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$23.9M1
12D. E. Shaw & Co., Inc.$23.2M1
13Bank of New York Mellon Corp$19.2M1
14NORTHERN TRUST CORP$18.9M1
15Assenagon Asset Management S.A.$16.4M1
16MILLENNIUM MANAGEMENT LLC$15.2M1
17DEUTSCHE BANK AG\$13.8M1
18Qube Research & Technologies Ltd$12.5M1
19Long Corridor Asset Management Ltd$12.4M1
20Saber Capital Managment, LLC$12.3M1
21NOMURA HOLDINGS INC$11.9M1
22VANGUARD FIDUCIARY TRUST CO$10.9M1
23HENNESSY ADVISORS INC$10.8M1
24Invesco Ltd.$9.6M1
25CIBC WORLD MARKET INC.$9.5M1
26FEDERATED HERMES, INC.$9.3M1
27PUBLIC SECTOR PENSION INVESTMENT BOARD$8.4M1
28GROUP ONE TRADING LLC$8.4M1
29Solidarity Wealth, LLC$8.3M1
30CITADEL ADVISORS LLC$8.1M1
31PRINCIPAL FINANCIAL GROUP INC$8.0M1
32JANE STREET GROUP, LLC$7.8M1
33Evergreen Wealth Management, LLC$7.7M1
34MIZUHO MARKETS AMERICAS LLC$7.7M1
35Nuveen, LLC$7.6M1
36XTX Topco Ltd$7.0M1
37Westside Investment Management, Inc.$6.8M1
38FRANKLIN RESOURCES INC$6.6M1
39TWO SIGMA INVESTMENTS, LP$6.2M1
40UBS Group AG$6.1M1
41VICTORY CAPITAL MANAGEMENT INC$5.3M1
42ExodusPoint Capital Management, LP$5.0M1
43FIRST TRUST ADVISORS LP$4.5M1
44Phoenix Financial Ltd.$4.5M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.3M1
46Universal- Beteiligungs- und Servicegesellschaft mbH$4.2M1
47Legal & General Group Plc$3.7M1
48Ruffer LLP$3.6M1
49BANK OF AMERICA CORP /DE/$3.6M1
50AMERIPRISE FINANCIAL INC$3.6M1
51SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M1
52Man Group plc$3.4M1
53Swiss National Bank$3.3M1
54Parallax Volatility Advisers, L.P.$3.3M1
55CAXTON ASSOCIATES LLP$3.1M1
56Systematic Alpha Investments, LLC$3.0M1
57KORNITZER CAPITAL MANAGEMENT INC /KS$3.0M1
58Brevan Howard Capital Management LP$2.6M1
59AQR CAPITAL MANAGEMENT LLC$2.6M1
60CITIGROUP INC$2.5M1
61JUPITER ASSET MANAGEMENT LTD$2.4M1
62LPL Financial LLC$2.4M1
63PRUDENTIAL FINANCIAL INC$2.3M1
64WEDGE CAPITAL MANAGEMENT L L P/NC$2.2M1
65Schonfeld Strategic Advisors LLC$2.1M1
66ALLIANCEBERNSTEIN L.P.$2.1M1
67SEI INVESTMENTS CO$2.1M1
68HSBC HOLDINGS PLC$1.9M1
69NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.8M1
70VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.8M1
71Diametric Capital, LP$1.7M1
72Aquatic Capital Management LLC$1.7M1
73III Capital Management$1.7M1
74DENALI ADVISORS LLC$1.7M1
75SIMPLEX TRADING, LLC$1.4M1
76EXCHANGE TRADED CONCEPTS, LLC$1.4M1
77ENVESTNET ASSET MANAGEMENT INC$1.4M1
78Squarepoint Ops LLC$1.4M1
79Vanguard Global Advisers, LLC$1.4M1
80ALPS ADVISORS INC$1.4M1
81BARCLAYS PLC$1.3M1
82Kestra Advisory Services, LLC$1.2M1
83VANGUARD ASSET MANAGEMENT, Ltd$1.1M1
84OSAIC HOLDINGS, INC.$1.1M1
85FIFTH THIRD BANCORP$1.1M1
86MetLife Investment Management, LLC$973K1
87MACKENZIE FINANCIAL CORP$965K1
88Illinois Municipal Retirement Fund$851K1
89Silver Lake Advisory, LLC$850K1
90Janus Henderson Group Ltd.$845K1
91ROYAL BANK OF CANADA$837K1
92MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$836K1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$814K1
94WINTON GROUP Ltd$801K1
95Brooklyn Investment Group$769K1
96Gotham Asset Management, LLC$764K1
97LAZARD ASSET MANAGEMENT LLC$756K1
98WELLS FARGO & COMPANY/MN$734K1
99SummerHaven Investment Management, LLC$734K1
100American Assets Investment Management, LLC$733K1
101Walleye Capital LLC$710K1
102EntryPoint Capital, LLC$698K1
103TSP Capital Management Group, LLC$694K1
104HB Wealth Management, LLC$690K1
105FIRST CITIZENS BANK & TRUST CO$684K1
106WEALTH EFFECTS LLC$674K1
107Zurcher Kantonalbank (Zurich Cantonalbank)$669K1
108Indivisible Partners$664K1
109Envestnet Portfolio Solutions, Inc.$655K1
110Sigma Planning Corp$649K1
111State of Wyoming$647K1
112Advyzon Investment Management, LLC$608K1
113RAYMOND JAMES FINANCIAL INC$603K1
114Quantinno Capital Management LP$603K1
115O'SHAUGHNESSY ASSET MANAGEMENT, LLC$602K1
116Susquehanna Portfolio Strategies, LLC$592K1
117STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$574K1
118MASSACHUSETTS FINANCIAL SERVICES CO /MA/$545K1
119Y-Intercept (Hong Kong) Ltd$543K1
120NEW YORK STATE COMMON RETIREMENT FUND$529K1
121Walleye Trading LLC$522K1
122SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$506K1
123Freestone Grove Partners LP$497K1
124CORSAIR CAPITAL MANAGEMENT, L.P.$481K1
125INTECH INVESTMENT MANAGEMENT LLC$465K1
126Optimist Retirement Group LLC$465K1
127Arizona State Retirement System$464K1
128BNP Paribas Asset Management Holding S.A.$456K1
129YOUSIF CAPITAL MANAGEMENT, LLC$442K1
130Vanguard Investments Australia, Ltd.$441K1
131TEACHER RETIREMENT SYSTEM OF TEXAS$425K1
132PRELUDE CAPITAL MANAGEMENT, LLC$422K1
133COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$405K1
134KLP KAPITALFORVALTNING AS$397K1
135BOOTHBAY FUND MANAGEMENT, LLC$396K1
136Quadrature Capital Ltd$390K1
137Pathstone Holdings, LLC$384K1
138Amundi$379K1
139Cetera Investment Advisers$376K1
140OREGON PUBLIC EMPLOYEES RETIREMENT FUND$374K1
141Sterling Capital Management LLC$357K1
142ROYCE & ASSOCIATES LP$326K1
143FMR LLC$325K1
144Engineers Gate Manager LP$315K1
145Pictet Asset Management Holding SA$315K1
146VOYA INVESTMENT MANAGEMENT LLC$306K1
147HighTower Advisors, LLC$303K1
148XPONANCE LLC$282K1
149Crossmark Global Holdings, Inc.$281K1
150Cambria Investment Management, L.P.$281K1
151SummitTX Capital, L.P.$276K1
152ProShare Advisors LLC$276K1
153Steward Partners Investment Advisory, LLC$271K1
154CWM, LLC$260K1
155Medallion Wealth Advisors, LLC$251K1
156&PARTNERS$249K1
157Trail Ridge Investment Advisors, LLC$249K1
158Allworth Financial LP$247K1
159MIRABELLA FINANCIAL SERVICES LLP$246K1
160Maryland State Retirement & Pension System$239K1
161Empirical Asset Management, LLC$236K1
162IRONWOOD INVESTMENT MANAGEMENT LLC$234K1
163Cornerstone Investment Partners, LLC$228K1
164VestGen Advisors, LLC$225K1
165Crumly & Associates Inc.$223K1
166New Vernon Capital Holdings II LLC$219K1
167ARISTEIA CAPITAL, L.L.C.$215K1
168COOPER/HAIMS ADVISORS, LLC$214K1
169COMMONWEALTH EQUITY SERVICES, LLC$209K1
170Corient Private Wealth LLC$205K1
171Vident Advisory, LLC$205K1
172Blueshift Asset Management, LLC$204K1
173FIDUCIENT ADVISORS LLC$204K1
174Lighthouse Investment Partners, LLC$203K1
175Creative Planning$197K1
176Baird Financial Group, Inc.$197K1
177WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$191K1
178MERCER GLOBAL ADVISORS INC /ADV$191K1
179MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$187K1
180STIFEL FINANCIAL CORP$179K1
181FORA Capital, LLC$168K1
182Stokes Family Office, LLC$167K1
183Massar Capital Management, LP$165K1
184STATE OF WISCONSIN INVESTMENT BOARD$165K1
185Vanguard Personalized Indexing Management, LLC$164K1
186FORM Wealth Advisors, LLC$162K1
187North Berkeley Wealth Management, LLC$150K1
188Ameritas Investment Partners, Inc.$145K1
189BANK OF MONTREAL /CAN/$142K1
190AXQ CAPITAL, LP$138K1
191Truvestments Capital LLC$133K1
192Olympiad Research LP$127K1
193Evanson Asset Management, LLC$125K1
194CIBC Asset Management Inc$116K1
195MEYER HANDELMAN CO$111K1
196BARRETT & COMPANY, INC.$93.9K1
197Parkside Financial Bank & Trust$75.4K1
198Copeland Capital Management, LLC$73.4K1
199Tower Research Capital LLC (TRC)$70.6K1
200LSV ASSET MANAGEMENT$70.0K1
201NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$58.6K1
202UMB Bank, n.a.$44.3K1
203US BANCORP \DE\$38.0K1
204Rockefeller Capital Management L.P.$36.1K1
205NISA INVESTMENT ADVISORS, LLC$33.7K1
206Pinnacle Wealth Planning Services, Inc.$28.9K1
207PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$28.8K1
208Triumph Capital Management$25.1K1
209NOMURA ASSET MANAGEMENT CO LTD$23.2K1
210Smartleaf Asset Management LLC$20.0K1
211Bayforest Capital Ltd$19.7K1
212SBI Securities Co., Ltd.$18.2K1
213INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$18.1K1
214SOUTHERN MICHIGAN BANK & TRUST$13.3K1
215Salomon & Ludwin, LLC$12.0K1
216HALBERT HARGROVE GLOBAL ADVISORS, LLC$11.1K1
217SHP Wealth Management$11.1K1
218HRT FINANCIAL LP$10.6K1
219Zeit Capital LLC$8.8K1
220Bank of New Hampshire$8.4K1
221Jackson, Grant Investment Advisers, Inc.$8.0K1
222ARMSTRONG ADVISORY GROUP, INC$7.7K1
223ASSETMARK, INC$6.5K1
224TD Waterhouse Canada Inc.$5.6K1
225CALDWELL SUTTER CAPITAL, INC.$5.5K1
226Blue Trust, Inc.$5.5K1
227INGALLS & SNYDER LLC$4.8K1
228FINANCIAL CONSULATE, INC$4.8K1
229CBIZ Investment Advisory Services, LLC$3.3K1
230Intentional Wealth Strategies, LLC$3.3K1
231CANADA LIFE ASSURANCE Co$2.9K1
232NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.3K1
233PICTON MAHONEY ASSET MANAGEMENT$1.9K1
234Caitong International Asset Management Co., Ltd$1.6K1
235Keating Financial Advisory Services, Inc.$1.5K1
236DHJJ Financial Advisors, Ltd.$1.5K1
237Quarry LP$1.5K1
238Private Wealth Management Group, LLC$1.5K1
239Maxi Investments CY Ltd$1.3K1
240Larson Financial Group LLC$1.2K1
241Clayton Financial Group LLC$1.1K1
242THRIVENT FINANCIAL FOR LUTHERANS$1.1K1
243FARMERS & MERCHANTS INVESTMENTS INC$1.1K1
244State of Alaska, Department of Revenue$9231
245GSA CAPITAL PARTNERS LLP$8561
246Stone House Investment Management, LLC$7851
247Arlington Trust Co LLC$7401
248MAI Capital Management$6191
249Jackson Creek Investment Advisors LLC$4901
250AMALGAMATED BANK$4761
251GILPIN WEALTH MANAGEMENT, LLC$4311
252TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$4111
253Kentucky Retirement Systems$3891
254HARBOR CAPITAL ADVISORS, INC.$3601
255Ankerstar Wealth, LLC$3431
256PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$2501
257NATIXIS ADVISORS, LLC$2181
258KBC Group NV$891
259Clearstead Advisors, LLC$551
260HAZLETT, BURT & WATSON, INC.$171
261VANGUARD GROUP INC$01
262Brandywine Global Investment Management, LLC$01
263COMERICA BANK$01
264NATIONAL BANK OF CANADA /FI/$01
265VIRGINIA RETIREMENT SYSTEMS ET Al$01
266THOMPSON DAVIS & CO., INC.$01
267Pekin Hardy Strauss, Inc.$01
268POLEN CAPITAL MANAGEMENT LLC$01
269CIBC WORLD MARKETS CORP$01
270PROFUND ADVISORS LLC$01
271RBF Capital, LLC$01
272BALYASNY ASSET MANAGEMENT L.P.$01
273WOLVERINE ASSET MANAGEMENT LLC$01
274CANADA PENSION PLAN INVESTMENT BOARD$01
275CIBC Private Wealth Group LLC$01
276Grantham, Mayo, Van Otterloo & Co. LLC$01
277Weiss Asset Management LP$01
278CONTRAVISORY INVESTMENT MANAGEMENT, INC.$01
279NORGES BANK$01
280PEAK6 LLC$01
281Barnett & Company, Inc.$01
282OXFORD ASSET MANAGEMENT LLP$01
283IMC-Chicago, LLC$01
284Verition Fund Management LLC$01
285TWO SIGMA ADVISERS, LP$01
286Supplemental Annuity Collective Trust of NJ$01
287FOX RUN MANAGEMENT, L.L.C.$01
288Cerity Partners LLC$01
289Harvest Investment Services, LLC$01
290Tidal Investments LLC$01
291Point72 Asset Management, L.P.$01
292Stratos Wealth Partners, LTD.$01
293Cruiser Capital Advisors, LLC$01
294DV Trading LLC$01
295Gifford Fong Associates$01
296Global Retirement Partners, LLC$01
297TWINBEECH CAPITAL LP$01
298DV EQUITIES, LLC$01
299AlphaQuest LLC$01
300Dunhill Financial, LLC$01
301Federation des caisses Desjardins du Quebec$01
302Jain Global LLC$01
303Aster Capital Management (DIFC) Ltd$01
Truncated by Public Filings. The published aggregate ranks the top 303 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PBI

RETAINED WINDOW · ACTIVE HITS

Zero hits on PBI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PBI · financials and macro

Financials — as filed PLANNED

PBI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PBI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing