PBI — Pitney Bowes Inc Com Institutional Holders · Q3 2026
Who owns Pitney Bowes Inc Com (PBI)? 11 institutions reported holding $911,920 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Whalen Wealth Management Inc. ($489,682), Crumly & Associates Inc. ($197,570), GAMMA Investing LLC ($77,863).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Whalen Wealth Management Inc. | $489,682 | 30,005 | Hold |
| 2 | Crumly & Associates Inc. | $197,570 | 12,106 | Added |
| 3 | GAMMA Investing LLC | $77,863 | 4,771 | Added |
| 4 | Versant Capital Management, Inc | $61,543 | 3,771 | Hold |
| 5 | Farther Finance Advisors, LLC | $42,186 | 2,585 | Added |
| 6 | Wealth Enhancement Trust Services, Inc. | $28,593 | 1,752 | Hold |
| 7 | ARMSTRONG ADVISORY GROUP, INC | $11,300 | 692 | Hold |
| 8 | Rosenberg Matthew Hamilton | $1,632 | 100 | Hold |
| 9 | CoreCap Advisors, LLC | $783 | 48 | Hold |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $637 | 39 | Hold |
| 11 | Davis Capital Management | $131 | 8 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30