HolderBook

PITNEY BOWES INC (PBI)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

11
Reporting holders
$911.9K
Reported value
0.0%
Calls
0.0%
Puts
-342
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Whalen Wealth Management Inc.$489.7K30,0050.21%2qHELD
Crumly & Associates Inc.$197.6K12,1060.04%18q+3.8%+$7.3K
GAMMA Investing LLC$77.9K4,7710.00%12q+4.5%+$3.4K
Versant Capital Management, Inc$61.5K3,7710.01%26qHELD
Farther Finance Advisors, LLC$42.2K2,5850.00%12q+1.8%
Wealth Enhancement Trust Services, Inc.$28.6K1,7520.00%2qHELD
ARMSTRONG ADVISORY GROUP, INC$11.3K6920.00%16qHELD
Rosenberg Matthew Hamilton$1.6K1000.00%6qHELD
CoreCap Advisors, LLC$783480.00%9qHELD
GILPIN WEALTH MANAGEMENT, LLC$637390.00%4qHELD
Davis Capital Management$13180.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613GLSV ASSET MANAGEMENT5.3%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-302026-09-29Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-06Wolf Kurt JamesPresident & CEOSold966,561$14.1M ×4
2026-05-07Wolf Kurt JamesPresident & CEOSold597,224$9.3M ×2
2026-07-30Wolf Kurt JamesPresident & CEOSold430,443$7.8M ×4
2026-08-03Wolf Kurt JamesPresident & CEOSold413,266$7.5M ×2
2026-05-08Wolf Kurt JamesPresident & CEOSold389,161$6.1M ×2
2026-06-12Wolf Kurt JamesPresident & CEOSold322,829$5.6M ×2
2026-07-07Wolf Kurt JamesPresident & CEOSold316,280$5.4M ×2
2026-06-10Wolf Kurt JamesPresident & CEOSold281,117$4.8M ×2
2026-05-27Wolf Kurt JamesPresident & CEOSold243,938$3.8M ×2
2026-07-31Wolf Kurt JamesPresident & CEOSold211,483$3.7M ×2
2026-06-11Wolf Kurt JamesPresident & CEOSold210,871$3.6M ×2
2026-09-15Wolf Kurt JamesPresident & CEOSold150,000$2.6M ×2

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202611$911.9K55,8770300.0%
Q2 2026353$2.4B132,778,74074971094.9%
Q1 2026321$1.4B119,013,5004395983.4%
Q4 2025327$1.4B126,915,50043731383.9%
Q3 2025321$1.6B134,494,110431021023.6%
Q2 2025319$1.5B128,717,50945116973.3%
Q1 2025316$1.2B126,106,98565831053.4%
Q4 2024285$958.4M126,385,4672692884.5%
Q3 2024276$810.4M107,538,3345685745.4%
Q2 2024238$523.0M99,750,2562576683.1%
Q1 2024247$463.0M104,509,9333750812.3%
Q4 2023241$476.8M106,447,1653064681.8%
Q3 2023225$321.1M104,350,9441857701.8%
Q2 2023236$393.7M108,839,1621670682.1%
Q1 2023263$436.0M109,146,6802977812.6%
Q4 2022268$434.5M110,717,4603570943.0%
Q3 2022254$278.9M113,287,2322684803.2%
Q2 2022262$436.4M116,119,1633968853.3%
Q1 2022252$612.1M114,860,5712479722.2%
Q4 2021264$794.1M115,485,6882372773.3%
Q3 2021265$860.1M115,471,5873664773.2%
Q2 2021253$1.1B115,235,2363872664.4%
Q1 2021248$987.7M113,785,50835541045.1%
Q4 2020265$857.2M128,083,4533485707.2%
Q3 2020246$718.6M128,151,7925242925.2%
Q2 2020215$366.3M133,212,0852066683.3%
Q1 2020239$286.9M136,071,0822866783.3%
Q4 2019262$567.4M137,228,0163672802.5%
Q3 2019249$622.1M133,191,7662659922.2%
Q2 2019274$613.9M139,104,0033784863.0%
Q1 2019311$964.7M138,444,0434889871.4%
Q4 2018304$833.7M137,708,7998842.4%