PITNEY BOWES INC /DE/ (PBI) — Institutional Holders, Q2 2026 (page 4)
354 institutional investment managers reported a PBI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 354. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PBI 13F holders ranked 301–354 of 354
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Walleye Trading#301 · 862 sh | 862 | $15.1K | 0.00% | -98.2% |
| 302 | Zeit Capital#302 · 800 sh | 800 | $14.0K | — | 0.0% |
| 303 | Jackson, Grant Investment Advisers#303 · 720 sh | 720 | $12.6K | <0.01% | 0.0% |
| 304 | ARMSTRONG ADVISORY GROUP#304 · 692 sh | 692 | $12.1K | — | 0.0% |
| 305 | SJS Investment Consulting#305 · 684 sh | 684 | $12.0K | — | New |
| 306 | Optiver Holding B.V.#306 · 648 sh | 648 | $11.4K | 0.00% | New |
| 307 | Ares Systematic Credit Ltd#307 · 639 sh | 639 | $11.2K | <0.01% | New |
| 308 | ASSETMARK#308 · 593 sh | 593 | $10.4K | — | +1.0% |
| 309 | TD Waterhouse Canada#309 · 500 sh | 500 | $8.8K | — | 0.0% |
| 310 | MARK SHEPTOFF FINANCIAL PLANNING#310 · 500 sh | 500 | $8.8K | <0.01% | New |
| 311 | CALDWELL SUTTER CAPITAL#311 · 500 sh | 500 | $8.8K | <0.01% | 0.0% |
| 312 | Main Street Group, LTD#312 · 410 sh | 410 | $8.1K | <0.01% | 0.0% |
| 313 | FINANCIAL CONSULATE#313 · 430 sh | 430 | $7.5K | — | 0.0% |
| 314 | Integrated Wealth Concepts#314 · 429 sh | 429 | $7.5K | 0.00% | New |
| 315 | Financial Avengers#315 · 422 sh | 422 | $7.4K | <0.01% | +0.5% |
| 316 | CREATIVE FINANCIAL DESIGNS#316 · 412 sh | 412 | $7.2K | <0.01% | +0.5% |
| 317 | AdvisorNet Financial#317 · 411 sh | 411 | $7.2K | — | 0.0% |
| 318 | Providence Capital Advisors#318 · 408 sh | 408 | $7.1K | <0.01% | New |
| 319 | ROTHSCHILD INVESTMENT#319 · 401 sh | 401 | $7.0K | <0.01% | 0.0% |
| 320 | Caitong International Asset Management , Ltd#320 · 277 sh | 277 | $4.9K | <0.01% | +88.4% |
| 321 | NewEdge Advisors#321 · 236 sh | 236 | $4.1K | 0.00% | New |
| 322 | CBIZ Investment Advisory Services#322 · 295 sh | 295 | $3.3K | <0.01% | 0.0% |
| 323 | BELLEVUE ASSET MANAGEMENT#323 · 178 sh | 178 | $3.1K | <0.01% | New |
| 324 | Larson Financial Group#324 · 177 sh | 177 | $3.1K | <0.01% | +63.9% |
| 325 | Keating Financial Advisory Services#325 · 139 sh | 139 | $2.4K | <0.01% | 0.0% |
| 326 | DHJJ Financial Advisors, Ltd.#326 · 135 sh | 135 | $2.4K | — | 0.0% |
| 327 | Private Wealth Management Group#327 · 132 sh | 132 | $2.3K | — | 0.0% |
| 328 | MB, LEVIS & ASSOCIATES#328 · 125 sh | 125 | $2.2K | — | New |
| 329 | Rosenberg Matthew Hamilton#329 · 100 sh | 100 | $1.8K | — | 0.0% |
| 330 | Bare Financial Services#330 · 100 sh | 100 | $1.8K | <0.01% | +63.9% |
| 331 | SOA Wealth Advisors#331 · 96 sh | 96 | $1.7K | <0.01% | New |
| 332 | FARMERS & MERCHANTS INVESTMENTS#332 · 95 sh | 95 | $1.7K | — | 0.0% |
| 333 | Essential Partners#333 · 95 sh | 95 | $1.7K | — | -98.4% |
| 334 | Quarry#334 · 94 sh | 94 | $1.6K | <0.01% | -28.8% |
| 335 | Clearstead Advisors#335 · 90 sh | 90 | $1.6K | 0.00% | +1700.0% |
| 336 | Stone House Investment Management#336 · 71 sh | 71 | $1.2K | — | 0.0% |
| 337 | Arlington#337 · 67 sh | 67 | $1.2K | — | 0.0% |
| 338 | Spire Wealth Management#338 · 63 sh | 63 | $1.1K | 0.00% | New |
| 339 | Evolution Advisers#339 · 61 sh | 61 | $1.0K | <0.01% | New |
| 340 | Covestor Ltd#340 · 35 sh | 35 | $1.0K | <0.01% | -66.7% |
| 341 | Aster Capital Management (DIFC) Ltd#341 · 57 sh | 57 | $999.00 | <0.01% | New |
| 342 | Silver Grove Financial Group#342 · 55 sh | 55 | $964.00 | <0.01% | New |
| 343 | KELLEHER FINANCIAL ADVISORS#343 · 51 sh | 51 | $894.00 | <0.01% | New |
| 344 | Plante Moran Financial Advisors#344 · 48 sh | 48 | $841.00 | 0.00% | New |
| 345 | CoreCap Advisors#345 · 48 sh | 48 | $841.00 | — | 0.0% |
| 346 | Cedar Mountain Advisors#346 · 43 sh | 43 | $753.00 | — | 0.0% |
| 347 | GILPIN WEALTH MANAGEMENT#347 · 39 sh | 39 | $684.00 | — | 0.0% |
| 348 | Ankerstar Wealth#348 · 31 sh | 31 | $543.00 | <0.01% | 0.0% |
| 349 | Cornerstone Financial Management#349 · 30 sh | 30 | $526.00 | <0.01% | New |
| 350 | RMG Wealth Management#350 · 30 sh | 30 | $498.00 | — | New |
| 351 | JFS WEALTH ADVISORS#351 · 24 sh | 24 | $421.00 | 0.00% | New |
| 352 | Davis Capital Management#352 · 8 sh | 8 | $140.00 | — | New |
| 353 | Dunhill Financial#353 · 3 sh | 3 | $65.00 | 0.00% | 0.0% |
| 354 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#354 · 197,181 sh | 197,181 | — | — | -2.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.