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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
145
shares
|
$4,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
143
shares
|
$4,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
141
shares
|
$4,434
0.0% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
134
shares
|
$4,214
0.0% of portfolio
|
Q1 2024
Reduced 31.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
133
shares
|
$4,182
0.0% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
125
shares
|
$3,931
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
122
shares
|
$3,836
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
120
shares
|
$3,774
0.0% of portfolio
|
Q3 2024
Added 2300.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
110
shares
|
$3,459
0.0% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
108
shares
|
$3,396
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
106
shares
|
$3,333
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
105
shares
|
$3,302
0.0% of portfolio
|
Q3 2024
Reduced 61.54%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
104
shares
|
$3,270
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$3,145
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
95
shares
|
$2,987
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
81
shares
|
$2,547
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
80
shares
|
$2,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
80
shares
|
$2,516
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
76
shares
|
$2,390
0.0% of portfolio
|
Q2 2024
Added 13.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
75
shares
|
$2,358
0.0% of portfolio
|
Q2 2020
Added 253.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
71
shares
|
$2,232
0.0% of portfolio
|
Q2 2023
Reduced 21.11%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
70
shares
|
$2,201
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
68
shares
|
$2,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
63
shares
|
$1,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
57
shares
|
$1,792
0.0% of portfolio
|
Q2 2024
New holding
|