Pitney Bowes Inc.
US ˙ NYSE ˙ US7244791007

SecurityPBI / Pitney Bowes Inc.
InstitutionState Street Corp
Latest Disclosed Ownership7,659,424 shares
Ownership 3.80%
State Street Corp ownership in PBI / Pitney Bowes Inc.

2014-02-05 - State Street Corp has filed an SC 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 7,659,424 shares of Pitney Bowes Inc. (US:PBI). This represents 3.8 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2014-02-05 2014-02-05 13G 7,659,424 3.80
2013-08-12 2013-08-12 13G/A 9,024,445 4.50
2013-02-12 2013-02-12 13G 27,405,915 13.70
2012-02-09 2012-02-09 13G 25,343,954 12.70

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 6,417,472 5,706 0.09 70,913 4.63 0.0024
2026-02-13 2025-12-31 13F PITNEY BOWES COM 724479100 6,411,766 -307,744 -4.58 67,772 -11.60 0.0023
2025-11-14 2025-09-30 13F PITNEY BOWES COM 724479100 6,719,510 353,322 5.55 76,670 10.39 0.0027
2025-08-14 2025-06-30 13F PITNEY BOWES COM 724479100 6,366,188 188,886 3.06 69,455 24.24 0.0026
2025-05-15 2025-03-31 13F PITNEY BOWES COM 724479100 6,177,302 -278,558 -4.31 55,905 19.61 0.0023
2025-02-14 2024-12-31 13F PITNEY BOWES COM 724479100 6,455,860 146,346 2.32 46,740 3.90 0.0018
2024-11-14 2024-09-30 13F PITNEY BOWES COM 724479100 6,309,514 -72,849 -1.14 44,987 38.75 0.0018
2024-08-14 2024-06-30 13F PITNEY BOWES COM 724479100 6,382,363 -29,148 -0.45 32,422 16.79 0.0014
2024-05-15 2024-03-31 13F PITNEY BOWES COM 724479100 6,411,511 68,303 1.08 27,762 -0.53 0.0012
2024-02-14 2023-12-31 13F PITNEY BOWES COM 724479100 6,343,208 183,784 2.98 27,910 50.05 0.0014
2023-11-14 2023-09-30 13F PITNEY BOWES COM 724479100 6,159,424 -224,282 -3.51 18,601 -17.69 0.0010
2023-08-14 2023-06-30 13F PITNEY BOWES COM 724479100 6,383,706 -39,359 -0.61 22,598 -9.55 0.0012
2023-05-15 2023-03-31 13F PITNEY BOWES COM 724479100 6,423,065 -31,630 -0.49 24,986 1.87 0.0014
2023-05-15 2022-12-31 13F/A-99 PITNEY BOWES COM 724479100 6,454,695 203,746 3.26 24,528 68.40 0.0014
2023-05-15 2022-12-31 13F PITNEY BOWES COM 724479100 6,454,695 203,746 24,528 0.0014
2022-11-15 2022-09-30 13F PITNEY BOWES COM 724479100 6,250,949 -159,536 -2.49 14,565 -37.24 0.0009
2022-08-15 2022-06-30 13F PITNEY BOWES COM 724479100 6,410,485 130,138 2.07 23,206 -28.94 0.0014
2022-05-16 2022-03-31 13F PITNEY BOWES COM 724479100 6,280,347 169,235 2.77 32,658 -19.40 0.0016
2022-02-14 2021-12-31 13F PITNEY BOWES COM 724479100 6,111,112 199,666 3.38 40,517 -4.94 0.0019
2021-11-15 2021-09-30 13F PITNEY BOWES COM 724479100 5,911,446 -87,024 -1.45 42,622 -18.98 0.0023
2021-08-16 2021-06-30 13F PITNEY BOWES COM 724479100 5,998,470 204,782 3.53 52,607 10.19 0.0028
2021-07-09 2021-03-31 13F/A-1 PITNEY BOWES COM 724479100 5,793,688 -678,965 -10.49 47,740 19.73 0.0027
2021-05-17 2021-03-31 13F PITNEY BOWES COM 724479100 5,793,688 -678,965 47,740 0.0027
2021-02-16 2020-12-31 13F PITNEY BOWES COM 724479100 6,472,653 -45,398 -0.70 39,872 15.20 0.0024
2020-11-10 2020-09-30 13F PITNEY BOWES COM 724479100 6,518,051 -66,296 -1.01 34,611 102.18 0.0024
2020-08-14 2020-06-30 13F PITNEY BOWES COM 724479100 6,584,347 53,982 0.83 17,119 28.50 0.0012
2020-06-19 2020-03-31 13F/A-1 PITNEY BOWES COM 724479100 6,530,365 929,169 16.59 13,322 -40.98 0.0012
2020-05-11 2020-03-31 13F PITNEY BOWES COM 724479100 6,530,365 929,169 13,322 1,169.9398
2020-02-06 2019-12-31 13F PITNEY BOWES COM 724479100 5,601,196 179,060 3.30 22,573 -8.90 0.0015
2019-11-14 2019-09-30 13F PITNEY BOWES COM 724479100 5,422,136 -132,685 -2.39 24,779 4.22 0.0018
2019-08-14 2019-06-30 13F PITNEY BOWES COM 724479100 5,554,821 -508,865 -8.39 23,775 -42.93 0.0018
2019-05-15 2019-03-31 13F PITNEY BOWES COM 724479100 6,063,686 120,229 2.02 41,658 18.60 0.0033
2019-02-12 2018-12-31 13F PITNEY BOWES COM 724479100 5,943,457 -286,072 -4.59 35,126 -20.37 0.0032
2018-11-09 2018-09-30 13F PITNEY BOWES Common equity shares 724479100 6,229,529 122,125 2.00 44,111 -15.72 0.0034
2018-08-14 2018-06-30 13F PITNEY BOWES Common equity shares 724479100 6,107,404 1,030,953 20.31 52,338 -5.32 0.0044
2018-05-15 2018-03-31 13F PITNEY BOWES Common equity shares 724479100 5,076,451 -159,277 -3.04 55,280 -5.55 0.0047
2018-02-14 2017-12-31 13F PITNEY BOWES Common equity shares 724479100 5,235,728 139,712 2.74 58,529 -18.02 0.0047
2017-11-14 2017-09-30 13F PITNEY BOWES Common equity shares 724479100 5,096,016 54,284 1.08 71,390 -6.22 0.0062
2017-08-14 2017-06-30 13F PITNEY BOWES Common equity shares 724479100 5,041,732 -13,534 -0.27 76,125 14.86 0.0067
2017-05-15 2017-03-31 13F PITNEY BOWES Common equity shares 724479100 5,055,266 -2,081,056 -29.16 66,274 -38.86 0.0059
2017-02-09 2016-12-31 13F PITNEY BOWES Common equity shares 724479100 7,136,322 424,257 6.32 108,398 -11.07 0.0102
2017-01-13 2016-09-30 13F/A-1 PITNEY BOWES Common equity shares 724479100 6,712,065 155,959 2.38 121,895 4.45 0.0123
2016-11-14 2016-09-30 13F PITNEY BOWES Common equity shares 724479100 4,716,595 85,657
2016-08-12 2016-06-30 13F PITNEY BOWES Common equity shares 724479100 6,556,106 -179,639 -2.67 116,702 -19.57 0.0125
2016-05-20 2016-03-31 13F/A-1 PITNEY BOWES Common equity shares 724479100 6,735,745 87 0.00 145,090 4.31 0.0157
2016-05-12 2016-03-31 13F PITNEY BOWES Common equity shares 724479100 6,735,745 145,090
2016-02-16 2015-12-31 13F PITNEY BOWES Common equity shares 724479100 6,735,658 -69,010 -1.01 139,097 2.98 0.0152
2015-11-16 2015-09-30 13F PITNEY BOWES Common equity shares 724479100 6,804,668 95,664 1.43 135,078 -3.25 0.0157
2015-08-13 2015-06-30 13F PITNEY BOWES Common equity shares 724479100 6,709,004 -364,391 -5.15 139,612 -15.36 0.0149
2015-05-15 2015-03-31 13F PITNEY BOWES Common equity shares 724479100 7,073,395 -643,215 -8.34 164,951 -12.28 0.0169
2015-02-11 2014-12-31 13F PITNEY BOWES Common equity shares 724479100 7,716,610 264,402 3.55 188,049 0.98 0.0187
2014-11-12 2014-09-30 13F/A-1 PITNEY BOWES Common equity shares 724479100 7,452,208 -127,385 -1.68 186,215 -11.05 0.0200
2014-11-10 2014-09-30 13F PITNEY BOWES Common equity shares 724479100 7,452,208 186,215
2014-08-12 2014-06-30 13F PITNEY BOWES Common equity shares 724479100 7,579,593 317,145 4.37 209,345 10.91 0.0226
2014-05-15 2014-03-31 13F/A-1 PITNEY BOWES Common equity shares 724479100 7,262,448 -396,976 -5.18 188,755 5.77 0.0215
2014-05-13 2014-03-31 13F PITNEY BOWES Common equity shares 724479100 7,262,448 188,755
2014-02-06 2013-12-31 13F/A-1 PITNEY BOWES Common equity shares 724479100 7,659,424 -1,054,040 -12.10 178,465 12.60 0.0199
2014-02-06 2013-12-31 13F PITNEY BOWES Common equity shares 724479100 27,405,915 291,590
2013-11-12 2013-09-30 13F PITNEY BOWES Common equity shares 724479100 8,713,464 -22,545,591 -72.12 158,490 -65.46 0.0195
2013-08-08 2013-06-30 13F PITNEY BOWES Common equity shares 724479100 31,259,055 31,259,055 458,880 0.0598
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.