Institutional Ownership Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX). We have compiled data on the 449 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 $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
111
shares
|
$3,452
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
108
shares
|
$3,358
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
106
shares
|
$3,296
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$3,110
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
96
shares
|
$2,985
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
95
shares
|
$2,954
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
91
shares
|
$2,830
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
80
shares
|
$2,488
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
75
shares
|
$2,332
0.0% of portfolio
|
Q2 2020
Added 253.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
71
shares
|
$2,208
0.0% of portfolio
|
Q2 2023
Reduced 21.11%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
70
shares
|
$2,177
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
63
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
63
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
63
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
57
shares
|
$1,772
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
56
shares
|
$1,741
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
54
shares
|
$1,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
54
shares
|
$1,679
0.0% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
50
shares
|
$1,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
46
shares
|
$1,430
0.0% of portfolio
|
Q4 2024
Reduced 99.66%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
42
shares
|
$1,306
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
41
shares
|
$1,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
37
shares
|
$1,150
0.0% of portfolio
|
Q4 2024
Added 68.18%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Apr 02, 2025 Q4 2024 |
34
shares
|
$1,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
27
shares
|
$839
0.0% of portfolio
|
Q4 2022
Reduced 30.77%
|