11 institutions reported holding $1.6M of PITNEY BOWES INC (PBI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($640,759), Bison Wealth, LLC ($216,266), Crumly & Associates Inc. ($204,283), Evanson Financial, LLC ($199,653), Baron Wealth Management LLC ($175,659). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $640,759 | 36,573 | Trimmed |
| 2 | Bison Wealth, LLC | $216,266 | 12,873 | New |
| 3 | Crumly & Associates Inc. | $204,283 | 11,660 | Trimmed |
| 4 | Evanson Financial, LLC | $199,653 | 11,396 | New |
| 5 | Baron Wealth Management LLC | $175,659 | 10,026 | New |
| 6 | GAMMA Investing LLC | $79,961 | 4,564 | Added |
| 7 | Versant Capital Management, Inc | $66,068 | 3,771 | Hold |
| 8 | Arlington Trust Co LLC | $1,174 | 67 | Hold |
| 9 | CoreCap Advisors, LLC | $841 | 48 | Hold |
| 10 | Cedar Mountain Advisors, LLC | $753 | 43 | Hold |
| 11 | Longview Financial Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30