Pitney Bowes Inc.
US ˙ NYSE ˙ US7244791007

SecurityPBI / Pitney Bowes Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership99,539 shares
Latest Disclosed Value $ 1,099,906
Advisor Group Holdings, Inc. reports 9.14% increase in ownership of PBI / Pitney Bowes Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 99,539 shares of Pitney Bowes Inc. (US:PBI) valued at $1,099,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 91,205 shares of Pitney Bowes Inc.. This represents a change in shares of 9.14% during the quarter. The current value of the position is $1,678,228 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PITNEY BOWES COM 724479100 99,539 8,334 9.14 1,100 14.00 0.0009
2026-02-17 2025-12-31 13F PITNEY BOWES COM 724479100 91,205 -32,089 -26.03 964 -35.26 0.0014
2025-11-14 2025-09-30 13F PITNEY BOWES COM 724479100 123,294 23,228 23.21 1,489 36.48 0.0021
2025-09-04 2025-06-30 13F/A-1 PITNEY BOWES COM 724479100 100,066 -2,922 -2.84 1,092 17.06 0.0019
2025-08-13 2025-06-30 13F PITNEY BOWES COM 724479100 102,427 -561 743 0.0009
2025-05-12 2025-03-31 13F PITNEY BOWES COM 724479100 102,988 -3,464 -3.25 932 21.04 0.0021
2025-06-06 2024-12-31 13F/A-1 PITNEY BOWES COM 724479100 106,452 -856 -0.80 771 0.65 0.0017
2025-02-07 2024-12-31 13F PITNEY BOWES COM 724479100 106,979 -329 763 0.0019
2024-11-13 2024-09-30 13F PITNEY BOWES COM 724479100 107,308 -3,669 -3.31 765 35.88 0.0017
2024-08-13 2024-06-30 13F PITNEY BOWES COM 724479100 110,977 -2,420 -2.13 564 14.90 0.0013
2024-05-10 2024-03-31 13F PITNEY BOWES COM 724479100 113,397 -305,905 -72.96 491 -73.43 0.0011
2024-02-12 2023-12-31 13F PITNEY BOWES COM 724479100 419,302 -29,356 -6.54 1,845 36.19 0.0032
2023-11-13 2023-09-30 13F PITNEY BOWES COM 724479100 448,658 63,353 16.44 1,355 -0.66 0.0020
2023-08-21 2023-06-30 13F/A-1 PITNEY BOWES COM 724479100 385,305 131,996 52.11 1,364 38.38 0.0024
2023-08-10 2023-06-30 13F PITNEY BOWES COM 724479100 386,321 133,012 1,363 0.0004
2023-05-12 2023-03-31 13F PITNEY BOWES COM 724479100 253,309 37,033 17.12 985 20.12 0.0019
2023-02-10 2022-12-31 13F PITNEY BOWES COM 724479100 216,276 -29,980 -12.17 821 43.11 0.0017
2022-11-14 2022-09-30 13F PITNEY BOWES COM 724479100 246,256 78,598 46.88 573 -5.60 0.0013
2022-08-10 2022-06-30 13F PITNEY BOWES COM 724479100 167,658 98,813 143.53 607 69.08 0.0013
2022-05-04 2022-03-31 13F PITNEY BOWES COM 724479100 68,845 18,338 36.31 359 7.16 0.0007
2022-02-03 2021-12-31 13F PITNEY BOWES COM 724479100 50,507 21,482 74.01 335 60.29 0.0006
2021-11-05 2021-09-30 13F PITNEY BOWES COM 724479100 29,025 14,419 98.72 209 63.28 0.0004
2021-08-02 2021-06-30 13F PITNEY BOWES COM 724479100 14,606 -2,451 -14.37 128 -9.22 0.0003
2021-05-13 2021-03-31 13F PITNEY BOWES COM 724479100 17,057 -1,043 -5.76 141 27.03 0.0003
2021-02-10 2020-12-31 13F PITNEY BOWES COM 724479100 18,100 -2,269 -11.14 111 11.00 0.0003
2020-11-12 2020-09-30 13F PITNEY BOWES COM 724479100 20,369 -32,673 -61.60 100 -27.01 0.0003
2020-08-14 2020-06-30 13F PITNEY BOWES COM 724479100 53,042 -984 -1.82 137 26.85 0.0005
2020-05-18 2020-03-31 13F PITNEY BOWES COM 724479100 54,026 54,026 108 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.