PBI

Pitney Bowes Inc Cross-source read
Information TechnologyCUSIP 724479100

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.

Tracked 13F holders
273
161 in Q2 2026 filings
13F value (tracked)
$891.4M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
28 adding · 20 trimming
Insiders · Form 4 open-market, 180d
1 buying · 4 selling · -$80.8M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns PBI?

273 tracked 13F filers · ranked by shares held

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.

#FundSharesPosition valueLast moveAs ofHistory
1State Street Corp6.2M
$107.8M
−4.1%
Reduced · −265K sh
Q2 2026
2Geode Capital Management, LLC3.5M
$61.7M
−6.2%
Reduced · −234K sh
Q2 2026
3Permit Capital, LLC3.5M
$61.3M
Held
Q2 2026
4Goldman Sachs Group Inc3.2M
$35.3M
−33%
Reduced · −1.6M sh
Q1 2026
5Capital Management Corp2.4M
$41.9M
−11%
Reduced · −296K sh
Q2 2026
6Dimensional Fund Advisors LP2.3M
$25.8M
+9.0%
Added · +193K sh
Q1 2026
7Morgan Stanley2.3M
$25.1M
+24%
Added · +445K sh
Q1 2026
8Charles Schwab Investment Management Inc2.2M
$23.9M
+4.6%
Added · +96K sh
Q1 2026
9D. E. Shaw & Co., Inc.2.1M
$23.2M
+57%
Added · +767K sh
Q1 2026
10Citadel Advisors LLC2.0M
$34.7M
+171%
Added · +1.2M sh
Q2 2026
11Bank of New York Mellon Corp1.7M
$19.2M
−1.6%
Reduced · −29K sh
Q1 2026
12Northern Trust Corp1.7M
$18.9M
+3.3%
Added · +54K sh
Q1 2026
13Millennium Management LLC1.4M
$15.2M
−48%
Reduced · −1.3M sh
Q1 2026
14Deutsche Bank AG1.3M
$13.8M
−18%
Reduced · −270K sh
Q1 2026
15Qube Research & Technologies Ltd1.1M
$12.5M
−4.1%
Reduced · −49K sh
Q1 2026
16Saber Capital Managment, LLC934K
$16.4M
−16%
Reduced · −175K sh
Q2 2026
17CIBC World Market Inc.861K
$9.5M
+10%
Added · +79K sh
Q1 2026
18Federated Hermes, Inc.846K
$9.3M
+3.3%
Added · +27K sh
Q1 2026
19Danske Bank A/s761K
$13.3M
New
+761K sh
Q2 2026
20Solidarity Wealth, LLC732K
$12.8M
−1.9%
Reduced · −14K sh
Q2 2026
21Principal Financial Group Inc722K
$8.0M
−31%
Reduced · −323K sh
Q1 2026
22Jane Street Group, LLC707K
$7.8M
−43%
Reduced · −534K sh
Q1 2026
23JPMorgan Chase & Co699K
$7.6M
+15%
Added · +91K sh
Q1 2026
24Nuveen, LLC689K
$7.6M
+30%
Added · +160K sh
Q1 2026
25XTX Topco Ltd636K
$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.

Is PBI being bought or sold by institutions?

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).

Opened
3
funds took a first position
Added
25
added to an existing position
Reduced
20
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own PBI also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT159 funds$208.0B
Alphabet Inc-CL AGOOGL153 funds$118.6B
Nvidia CorpNVDA152 funds$302.1B
Meta Platforms Inc-Class AMETA152 funds$85.1B
JPMorgan Chase & CoJPM152 funds$49.5B
Apple IncAAPL151 funds$226.7B
Eli Lilly & CoLLY151 funds$60.5B
Visa Inc-Class A SharesV151 funds$47.9B
Amazon.com IncAMZN150 funds$150.1B
Bank Of America CorpBAC148 funds$25.6B
Chevron CorpCVX147 funds$24.0B
Qualcomm IncQCOM146 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.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$41K
1 insider
Sells · 180d
$80.8M
4 insiders
Net · 180d
-$80.8M
52 open-market transactions
DateInsiderRoleActionSharesValue
Aug 28, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
2 lots, same day
397$7K
Aug 27, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
2 lots, same day
2K$33K
Aug 5, 2026Everett Todd A.EVP and President of SendTechSell (S)25K$452K
Aug 3, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
2 lots, same day
413K$7.5M
Jul 31, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
2 lots, same day
211K$3.7M
Jul 30, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
4 lots, same day
430K$7.8M
Jul 7, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
2 lots, same day
316K$5.4M
Jul 6, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
2 lots, same day
56K$945K
Jul 2, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
2 lots, same day
150K$2.5M
Jun 12, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
2 lots, same day
323K$5.6M
Jun 11, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (S)
2 lots, same day
211K$3.6M
Jun 10, 2026Wolf Kurt JamesPresident & CEO, DirectorSell (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.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4242
Insiders
Form 4 open-market
14-$80.8M
US House
STOCK Act trades
00$0
Sector rotation
PBI is in Information Technology, which smart money is rotating INTO
+$58.0B

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.

Institutional ownership over time

161 tracked filers in Q2 2026 filingsstill filing
0134268Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $470.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
PBIthis pagecs299 funds$1.2B
724479506PFD2 funds$1.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for PBI

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PBI/capital-change-brief"
Ask your agent
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.