Among active 13F managers last quarter, 3 opened and 25 added, while 20 reduced; the largest holder to move was Capital Management Corp (−11%). Over the last 180 days, 4 insiders sold and 1 insider bought, a net -$80.8M in open-market trades.
The legs disagree, or only one of them leans.
273 tracked 13F filers disclose a position in PBI as of the latest SEC 13F filings, a combined $891.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | State Street Corp | 6.2M | $107.8M | ▼−4.1% Reduced · −265K sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 3.5M | $61.7M | ▼−6.2% Reduced · −234K sh | Q2 2026 | |
| 3 | Permit Capital, LLC | 3.5M | $61.3M | —Held | Q2 2026 | |
| 4 | Goldman Sachs Group Inc | 3.2M | $35.3M | ▼−33% Reduced · −1.6M sh | Q1 2026 | |
| 5 | Capital Management Corp | 2.4M | $41.9M | ▼−11% Reduced · −296K sh | Q2 2026 | |
| 6 | Dimensional Fund Advisors LP | 2.3M | $25.8M | ▲+9.0% Added · +193K sh | Q1 2026 | |
| 7 | Morgan Stanley | 2.3M | $25.1M | ▲+24% Added · +445K sh | Q1 2026 | |
| 8 | Charles Schwab Investment Management Inc | 2.2M | $23.9M | ▲+4.6% Added · +96K sh | Q1 2026 | |
| 9 | D. E. Shaw & Co., Inc. | 2.1M | $23.2M | ▲+57% Added · +767K sh | Q1 2026 | |
| 10 | Citadel Advisors LLC | 2.0M | $34.7M | ▲+171% Added · +1.2M sh | Q2 2026 | |
| 11 | Bank of New York Mellon Corp | 1.7M | $19.2M | ▼−1.6% Reduced · −29K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 1.7M | $18.9M | ▲+3.3% Added · +54K sh | Q1 2026 | |
| 13 | Millennium Management LLC | 1.4M | $15.2M | ▼−48% Reduced · −1.3M sh | Q1 2026 | |
| 14 | Deutsche Bank AG | 1.3M | $13.8M | ▼−18% Reduced · −270K sh | Q1 2026 | |
| 15 | Qube Research & Technologies Ltd | 1.1M | $12.5M | ▼−4.1% Reduced · −49K sh | Q1 2026 | |
| 16 | Saber Capital Managment, LLC | 934K | $16.4M | ▼−16% Reduced · −175K sh | Q2 2026 | |
| 17 | CIBC World Market Inc. | 861K | $9.5M | ▲+10% Added · +79K sh | Q1 2026 | |
| 18 | Federated Hermes, Inc. | 846K | $9.3M | ▲+3.3% Added · +27K sh | Q1 2026 | |
| 19 | Danske Bank A/s | 761K | $13.3M | ▲New +761K sh | Q2 2026 | |
| 20 | Solidarity Wealth, LLC | 732K | $12.8M | ▼−1.9% Reduced · −14K sh | Q2 2026 | |
| 21 | Principal Financial Group Inc | 722K | $8.0M | ▼−31% Reduced · −323K sh | Q1 2026 | |
| 22 | Jane Street Group, LLC | 707K | $7.8M | ▼−43% Reduced · −534K sh | Q1 2026 | |
| 23 | JPMorgan Chase & Co | 699K | $7.6M | ▲+15% Added · +91K sh | Q1 2026 | |
| 24 | Nuveen, LLC | 689K | $7.6M | ▲+30% Added · +160K sh | Q1 2026 | |
| 25 | XTX Topco Ltd | 636K | $7.0M | ▲+202% Added · +426K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in PBI and 25 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 159 funds | $208.0B |
| Alphabet Inc-CL AGOOGL | 153 funds | $118.6B |
| Nvidia CorpNVDA | 152 funds | $302.1B |
| Meta Platforms Inc-Class AMETA | 152 funds | $85.1B |
| JPMorgan Chase & CoJPM | 152 funds | $49.5B |
| Apple IncAAPL | 151 funds | $226.7B |
| Eli Lilly & CoLLY | 151 funds | $60.5B |
| Visa Inc-Class A SharesV | 151 funds | $47.9B |
| Amazon.com IncAMZN | 150 funds | $150.1B |
| Bank Of America CorpBAC | 148 funds | $25.6B |
| Chevron CorpCVX | 147 funds | $24.0B |
| Qualcomm IncQCOM | 146 funds | $9.8B |
Ranked by how many of PBI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 397 | $7K |
| Aug 27, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 2K | $33K |
| Aug 5, 2026 | Everett Todd A. | EVP and President of SendTech | Sell (S) | 25K | $452K |
| Aug 3, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 413K | $7.5M |
| Jul 31, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 211K | $3.7M |
| Jul 30, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 4 lots, same day | 430K | $7.8M |
| Jul 7, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 316K | $5.4M |
| Jul 6, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 56K | $945K |
| Jul 2, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 150K | $2.5M |
| Jun 12, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 323K | $5.6M |
| Jun 11, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 211K | $3.6M |
| Jun 10, 2026 | Wolf Kurt James | President & CEO, Director | Sell (S) 2 lots, same day | 281K | $4.8M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 42 | 42 | – |
Insiders Form 4 open-market | 1 | 4 | -$80.8M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| PBIthis pagecs | 299 funds | $1.2B |
| 724479506PFD | 2 funds | $1.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PBI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PBI/capital-change-brief"
Use Arkolith's capital_change_brief for PBI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for PBI. Filings are public domain, sourced to SEC EDGAR.