Vanguard Portfolio Management (PBI) Reports 8.55M Shares, 5.7% Stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Pitney Bowes Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 8,551,390 shares of common stock, representing 5.7% of the class as of 03/31/2026. The filer reports sole dispositive power over 8,551,390 shares and sole voting power for 152,819 shares. The filing is signed by Ashley Grim on 04/29/2026.
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Key Figures
Beneficial ownership: 8,551,390 shares
Percent of class: 5.7%
Sole voting power: 152,819 shares
+3 more
6 metrics
Beneficial ownership
8,551,390 shares
reported as beneficially owned as of 03/31/2026
Percent of class
5.7%
percent of common stock reported on Schedule 13G
Sole voting power
152,819 shares
sole power to vote reported in Item 4
Sole dispositive power
8,551,390 shares
sole power to dispose reported in Item 4
Reporting date
03/31/2026
date to which ownership figures apply
Signature date
04/29/2026
date filing was signed by Ashley Grim
Key Terms
Schedule 13G, Beneficially owned, Dispositive power, Sole voting power
4 terms
Schedule 13G regulatory
"Vanguard Portfolio Management reports beneficial ownership of 8,551,390 shares"
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.
Beneficially owned financial
"Amount beneficially owned: 8551390"
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.
Dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 8551390"
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.
Sole voting power regulatory
"Sole power to vote or to direct the vote: 152,819"
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.
FAQ
What stake does Vanguard Portfolio Management hold in Pitney Bowes (PBI)?
Vanguard Portfolio Management reports beneficial ownership of 8,551,390 shares, representing 5.7% of Pitney Bowes common stock as of 03/31/2026. This figure is the amount reported on the Schedule 13G filing signed 04/29/2026.
What does 'beneficially owned' mean in this Schedule 13G for PBI?
Beneficially owned indicates shares over which Vanguard exercises investment control or beneficial interest. The filing lists 8,551,390 shares as beneficially owned and states Vanguard manages these on behalf of funds and clients it represents.
Who signed the Schedule 13G for Vanguard on the Pitney Bowes holding?
The Schedule 13G was signed by Ashley Grim, Head of Global Fund Administration, on 04/29/2026. The filing lists Vanguard Portfolio Management's Malvern, PA address and states the reported ownership is on behalf of managed funds and accounts.
Is Vanguard the only entity holding more than 5% of PBI according to this filing?
The filing states no other person's interest reported here exceeds 5%. Vanguard Portfolio Management notes holdings include securities held by Vanguard funds and managed accounts over which it exercises dispositive power.