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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
84
shares
|
$2,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
80
shares
|
$2,698
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
76
shares
|
$2,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
75
shares
|
$2,529
0.0% of portfolio
|
Q2 2020
Added 253.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
74
shares
|
$2,496
0.0% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
71
shares
|
$2,394
0.0% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
67
shares
|
$2,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
66
shares
|
$2,226
0.0% of portfolio
|
Q1 2025
Added 633.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
65
shares
|
$2,192
0.0% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
57
shares
|
$1,922
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
50
shares
|
$1,686
0.0% of portfolio
|
Q1 2025
Reduced 51.92%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
42
shares
|
$1,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
41
shares
|
$1,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
34
shares
|
$1,146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
32
shares
|
$1,079
0.0% of portfolio
|
Q1 2025
Reduced 93.36%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$1,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
30
shares
|
$1,011
0.0% of portfolio
|
Q1 2025
Reduced 52.38%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
27
shares
|
$910
0.0% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
27
shares
|
$910
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
26
shares
|
$876
0.0% of portfolio
|
Q1 2025
Reduced 85.71%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
25
shares
|
$843
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
21
shares
|
$708
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
19
shares
|
$640
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
17
shares
|
$573
0.0% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
13
shares
|
$438
0.0% of portfolio
|
Q1 2025
New holding
|