As of the latest SEC filings, PITNEY BOWES INC /DE/ (PBI) is held by 292 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $72,217,407.60 in market value, representing 0.08% of its portfolio.
Funds holding PITNEY BOWES INC /DE/ (PBI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PBI
- CIK:
- 0000078814
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.08% | $72,217,407.60 | 6,535,512 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $47,169,090.80 | 4,268,696 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $34,401,511.95 | 3,113,259 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $28,014,468.30 | 2,535,246 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.08% | $24,671,918.30 | 1,595,855 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.04% | $21,890,005.80 | 1,980,996 | Mar 31, 2026 | May 28, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.15% | $19,448,601.60 | 1,012,948 | Mar 31, 2026 | May 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $18,252,622.05 | 1,651,821 | Mar 31, 2026 | May 28, 2026 |
|
CALF
Pacer US Small Cap Cash Cows 100 ETF
|
ETF | Pacer | 0.52% | $17,856,361.84 | 1,155,004 | Apr 30, 2026 | Jun 29, 2026 |
|
HFCGX
Hennessy Cornerstone Growth Fund
|
MF | Independent / Boutique | 3.01% | $15,081,230.00 | 975,500 | Apr 30, 2026 | Jun 25, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.11% | $14,760,578.95 | 1,335,799 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.12% | $11,341,366.40 | 1,026,368 | Mar 31, 2026 | May 28, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.25% | $10,090,337.40 | 512,460 | Feb 28, 2026 | Apr 28, 2026 |
|
SAMBX
Virtus Seix Floating Rate High Income Fund
|
MF | Duff & Phelps / Virtus | 0.82% | $9,130,444.47 | 9,207,140 | Mar 31, 2026 | May 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.06% | $8,579,042.74 | 799,538 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $8,296,098.82 | 536,617 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $8,239,642.11 | 767,907 | Feb 28, 2026 | Apr 24, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 0.37% | $8,080,012.80 | 420,834 | Mar 31, 2026 | May 28, 2026 |
|
FCFRX
Franklin Floating Rate Daily Access Fund
|
MF | Franklin Templeton | 0.67% | $8,015,858.85 | 8,017,502 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.04% | $7,662,325.19 | 714,103 | Feb 28, 2026 | Apr 24, 2026 |
|
GFRRX
Goldman Sachs High Yield Floating Rate Fund
|
MF | Goldman Sachs | 0.55% | $7,656,245.66 | 7,720,558 | Mar 31, 2026 | May 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $7,561,779.74 | 489,119 | Apr 30, 2026 | Jun 24, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.10% | $7,232,158.70 | 654,494 | Mar 31, 2026 | May 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,713,869.50 | 607,590 | Mar 31, 2026 | May 28, 2026 |
|
SZCRX
DWS Small Cap Core Fund
|
MF | DWS / Deutsche Bank | 0.63% | $6,630,000.00 | 600,000 | Mar 31, 2026 | May 28, 2026 |
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