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 |
---|---|---|---|---|---|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
185
shares
|
$6,240
0.0% of portfolio
|
Q1 2025
Added 68.18%
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
184
shares
|
$6,206
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
176
shares
|
$5,936
0.0% of portfolio
|
Q4 2024
Added 21.38%
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
175
shares
|
$5,902
0.0% of portfolio
|
Q1 2025
Added 57.66%
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
175
shares
|
$5,902
0.0% of portfolio
|
Q4 2019
Reduced 58.82%
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
174
shares
|
$5,869
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
150
shares
|
$5,059
0.0% of portfolio
|
Q1 2025
Added 56.25%
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
150
shares
|
$5,059
0.0% of portfolio
|
Q4 2020
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
147
shares
|
$4,958
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
146
shares
|
$4,924
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
141
shares
|
$4,755
0.0% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
133
shares
|
$4,486
0.0% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
126
shares
|
$4,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
124
shares
|
$4,182
0.0% of portfolio
|
Q1 2025
New holding
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
118
shares
|
$3,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
116
shares
|
$3,912
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
109
shares
|
$3,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
108
shares
|
$3,642
0.0% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
108
shares
|
$3,642
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
106
shares
|
$3,575
0.0% of portfolio
|
Q2 2024
New holding
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
101
shares
|
$3,406
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
101
shares
|
$3,406
0.0% of portfolio
|
Q1 2025
Added 42.25%
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
100
shares
|
$3,372
0.0% of portfolio
|
Q1 2021
New holding
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
95
shares
|
$3,204
0.0% of portfolio
|
Q2 2023
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
91
shares
|
$3,069
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|