Institutional Ownership Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX). We have compiled data on the 427 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
4,000
shares
|
$125,800
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,011
shares
|
$94,695
0.0% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,410
shares
|
$75,794
0.0% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,265
shares
|
$71,234
0.05% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,162
shares
|
$67,994
0.0% of portfolio
|
Q3 2024
Added 245.37%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,000
shares
|
$62,900
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$59,755
0.0% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$56,610
0.01% of portfolio
|
Q2 2024
Reduced 77.78%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
1,583
shares
|
$49,785
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,541
shares
|
$48,464
0.0% of portfolio
|
Q3 2024
Added 57.08%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,454
shares
|
$45,728
0.0% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,400
shares
|
$44,030
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,351
shares
|
$42,488
0.01% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,250
shares
|
$39,312
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,115
shares
|
$35,066
0.0% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
1,087
shares
|
$34,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$31,450
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
867
shares
|
$27,267
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
750
shares
|
$23,587
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
727
shares
|
$22,864
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
659
shares
|
$20,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
530
shares
|
$16,668
0.01% of portfolio
|
Q3 2024
Reduced 70.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
500
shares
|
$15,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$15,725
0.0% of portfolio
|
Q2 2024
Reduced 96.43%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
489
shares
|
$15,379
0.0% of portfolio
|
Q1 2024
New holding
|