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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Virginia Foxx · $15.0K–$50.0K

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2015-03-09Virginia Foxx R–NC-5SELL JT (jointly owned)Traded 02-02 +35d$15K–$50K
2015-01-08Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 2014-12-10 +29d$15K–$50K
2014-10-08Virginia Foxx R–NC-5SELL JT (jointly owned)Traded 09-15 +23d$1K–$15K
Each 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 2026-10-01

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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
262Brandywine Global Investment Management, LLC— value not disclosed1
263COMERICA BANK— value not disclosed1
264NATIONAL BANK OF CANADA /FI/— value not disclosed1
265VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
266THOMPSON DAVIS & CO., INC.— value not disclosed1
267Pekin Hardy Strauss, Inc.— value not disclosed1
268POLEN CAPITAL MANAGEMENT LLC— value not disclosed1
269CIBC WORLD MARKETS CORP— value not disclosed1
270PROFUND ADVISORS LLC— value not disclosed1
271RBF Capital, LLC— value not disclosed1
272BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
273WOLVERINE ASSET MANAGEMENT LLC— value not disclosed1
274CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
275CIBC Private Wealth Group LLC— value not disclosed1
276Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
277Weiss Asset Management LP— value not disclosed1
278CONTRAVISORY INVESTMENT MANAGEMENT, INC.— value not disclosed1
279NORGES BANK— value not disclosed1
280PEAK6 LLC— value not disclosed1
281Barnett & Company, Inc.— value not disclosed1
282OXFORD ASSET MANAGEMENT LLP— value not disclosed1
283IMC-Chicago, LLC— value not disclosed1
284Verition Fund Management LLC— value not disclosed1
285TWO SIGMA ADVISERS, LP— value not disclosed1
286Supplemental Annuity Collective Trust of NJ— value not disclosed1
287FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
288Cerity Partners LLC— value not disclosed1
289Harvest Investment Services, LLC— value not disclosed1
290Tidal Investments LLC— value not disclosed1
291Point72 Asset Management, L.P.— value not disclosed1
292Stratos Wealth Partners, LTD.— value not disclosed1
293Cruiser Capital Advisors, LLC— value not disclosed1
294DV Trading LLC— value not disclosed1
295Gifford Fong Associates— value not disclosed1
296Global Retirement Partners, LLC— value not disclosed1
297TWINBEECH CAPITAL LP— value not disclosed1
298DV EQUITIES, LLC— value not disclosed1
299AlphaQuest LLC— value not disclosed1
300Dunhill Financial, LLC— value not disclosed1
301Federation des caisses Desjardins du Quebec— value not disclosed1
302Jain Global LLC— value not disclosed1
303Aster Capital Management (DIFC) Ltd— value not disclosed1
Truncated by Public Filings. Every one of the 260 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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