LSV Asset Management (PBI) reports 7.2M Pitney Bowes shares in Schedule 13G
Rhea-AI Filing Summary
LSV Asset Management reports a significant ownership position in Pitney Bowes Inc. Class A Common Stock. As of June 30, 2026, LSV Asset Management beneficially owned 7,200,507 shares, representing 5.32% of the class.
LSV Asset Management had sole voting power over 3,848,851 shares and sole dispositive power over all 7,200,507 shares, with no shared voting or dispositive power. The filing notes that LSV’s clients, including funds and managed accounts, have the right to receive dividends and sale proceeds from these securities.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 7,200,507 shares
Percent of class: 5.32%
Sole voting power: 3,848,851 shares
+3 more
6 metrics
Beneficial ownership
7,200,507 shares
Shares of Pitney Bowes Inc. Class A Common Stock beneficially owned by LSV Asset Management as of June 30, 2026
Percent of class
5.32%
Portion of Pitney Bowes Inc. Class A Common Stock class owned by LSV Asset Management
Sole voting power
3,848,851 shares
Shares over which LSV Asset Management has sole power to vote or direct the vote
Shared voting power
0 shares
Shares over which LSV Asset Management has shared power to vote
Sole dispositive power
7,200,507 shares
Shares over which LSV Asset Management has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Shares over which LSV Asset Management has shared power to dispose
Key Terms
beneficially owned, Sole Voting Power, dispositive power, Schedule 13G, +1 more
5 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 7,200,507"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 3,848,851.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"(iii) Sole power to dispose or to direct the disposition of: 7,200,507"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Schedule 13G regulatory
"LSV Asset Management reports its position on a Schedule 13G"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
investment company regulatory
"A listing of the shareholders of an investment company registered under the Investment Company Act of 1940"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake in Pitney Bowes Inc. (PBI) does LSV Asset Management report?
LSV Asset Management reports beneficial ownership of 7,200,507 shares of Pitney Bowes Inc. Class A Common Stock, representing 5.32% of the class as of June 30, 2026.
How much voting power does LSV Asset Management have in Pitney Bowes Inc. (PBI)?
LSV Asset Management has sole voting power over 3,848,851 shares of Pitney Bowes Inc. and no shared voting power, according to the Schedule 13G filing.
Who ultimately benefits from LSV Asset Management’s Pitney Bowes Inc. (PBI) holdings?
The filing states that the clients of LSV Asset Management, including funds and managed accounts, have rights to dividends and sale proceeds from the Pitney Bowes Inc. securities.
What class of Pitney Bowes Inc. (PBI) securities is held by LSV Asset Management?
LSV Asset Management’s position is in Class A Common Stock of Pitney Bowes Inc., identified by CUSIP 724479100, as disclosed in the Schedule 13G.
When was the LSV Asset Management Schedule 13G for Pitney Bowes Inc. (PBI) signed?
The Schedule 13G was signed on August 6, 2026 by Josh O’Donnell, Chief Compliance Officer of LSV Asset Management.