Institutional Ownership Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX). We have compiled data on the 440 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $4.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
11,814
shares
|
$398,486
0.01% of portfolio
|
Q4 2024
Reduced 84.63%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
11,550
shares
|
$389,581
0.07% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,489
shares
|
$387,523
0.0% of portfolio
|
Q2 2023
Added 27.08%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
11,418
shares
|
$385,129
0.01% of portfolio
|
Q1 2025
Added 972.11%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
11,300
shares
|
$381,148
0.0% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
11,142
shares
|
$375,819
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,514
shares
|
$354,637
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,074
shares
|
$339,796
0.43% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
10,019
shares
|
$337,940
0.05% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,926
shares
|
$334,803
0.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
9,728
shares
|
$328,125
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
9,710
shares
|
$327,518
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
9,627
shares
|
$324,718
0.02% of portfolio
|
Q1 2025
Reduced 31.89%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
9,538
shares
|
$321,716
0.01% of portfolio
|
Q2 2025
Reduced 37.81%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
9,250
shares
|
$312,002
0.02% of portfolio
|
Q1 2025
Reduced 24.98%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
9,147
shares
|
$308,528
0.0% of portfolio
|
Q1 2025
Reduced 94.86%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
9,097
shares
|
$306,841
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
9,033
shares
|
$304,683
0.0% of portfolio
|
Q4 2024
Added 34.93%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
8,816
shares
|
$297,363
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
8,723
shares
|
$294,226
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
8,600
shares
|
$290,078
0.01% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
8,540
shares
|
$288,054
0.02% of portfolio
|
Q4 2024
Added 38.46%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
8,494
shares
|
$286,502
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
8,439
shares
|
$284,647
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,152
shares
|
$274,966
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|