Institutional Ownership Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX). We have compiled data on the 448 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 $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,454
shares
|
$47,545
0.0% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,400
shares
|
$45,780
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,250
shares
|
$40,875
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,065
shares
|
$34,825
0.0% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$32,700
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
920
shares
|
$30,084
0.0% of portfolio
|
Q4 2024
Reduced 31.9%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
867
shares
|
$28,350
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
727
shares
|
$23,772
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
659
shares
|
$21,549
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
630
shares
|
$20,601
0.0% of portfolio
|
Q4 2024
Added 40.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
519
shares
|
$16,971
0.0% of portfolio
|
Q4 2024
Added 325.41%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
510
shares
|
$16,677
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
500
shares
|
$16,350
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
500
shares
|
$16,350
0.0% of portfolio
|
Q2 2024
Reduced 96.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
482
shares
|
$15,761
0.0% of portfolio
|
Q4 2024
Reduced 35.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
384
shares
|
$12,556
0.0% of portfolio
|
Q4 2024
Added 114.53%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
383
shares
|
$12,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
338
shares
|
$11,052
0.0% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
315
shares
|
$10,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
300
shares
|
$9,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$9,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
291
shares
|
$9,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
270
shares
|
$8,829
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
251
shares
|
$8,207
0.0% of portfolio
|
Q4 2024
Added 43.43%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
250
shares
|
$8,175
0.0% of portfolio
|
Q2 2021
New holding
|