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 |
---|---|---|---|---|---|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
13
shares
|
$438
0.0% of portfolio
|
Q1 2025
Reduced 64.86%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12
shares
|
$404
0.0% of portfolio
|
Q3 2023
New holding
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
11
shares
|
$371
0.0% of portfolio
|
Q2 2025
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
10
shares
|
$337
0.0% of portfolio
|
Q3 2024
New holding
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
10
shares
|
$337
0.0% of portfolio
|
Q1 2025
Reduced 96.56%
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7
shares
|
$236
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6
shares
|
$202
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$168
0.0% of portfolio
|
Q1 2025
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5
shares
|
$168
0.0% of portfolio
|
Q1 2025
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
4
shares
|
$134
0.0% of portfolio
|
Q1 2023
Reduced 55.56%
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$101
0.0% of portfolio
|
Q4 2024
New holding
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2
shares
|
$67
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|