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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$33,730
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$33,730
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
946
shares
|
$31,908
0.0% of portfolio
|
Q1 2025
Added 50.16%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
867
shares
|
$29,243
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
865
shares
|
$29,176
0.0% of portfolio
|
Q1 2025
Added 332.5%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
825
shares
|
$27,827
0.0% of portfolio
|
Q1 2025
Added 115.4%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
806
shares
|
$27,186
0.0% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
709
shares
|
$23,914
0.0% of portfolio
|
Q1 2025
Added 1166.07%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
659
shares
|
$22,228
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
558
shares
|
$18,821
0.0% of portfolio
|
Q1 2025
Added 165.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
519
shares
|
$17,505
0.0% of portfolio
|
Q4 2024
Added 325.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
500
shares
|
$16,865
0.0% of portfolio
|
Q2 2024
Reduced 96.43%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
480
shares
|
$16,190
0.0% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
388
shares
|
$13,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
384
shares
|
$12,952
0.0% of portfolio
|
Q4 2024
Added 114.53%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
339
shares
|
$11,434
0.0% of portfolio
|
Q1 2025
Added 152.99%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
300
shares
|
$10,118
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
298
shares
|
$10,051
0.0% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
269
shares
|
$9,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
259
shares
|
$8,736
0.0% of portfolio
|
Q1 2025
Reduced 64.37%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
250
shares
|
$8,432
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
235
shares
|
$7,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
200
shares
|
$6,745
0.0% of portfolio
|
Q1 2024
Reduced 72.07%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
200
shares
|
$6,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
200
shares
|
$6,745
0.0% of portfolio
|
Q4 2022
New holding
|