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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
57
shares
|
$1,792
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
57
shares
|
$1,792
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
54
shares
|
$1,698
0.0% of portfolio
|
Q3 2024
Reduced 86.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
52
shares
|
$1,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
52
shares
|
$1,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
46
shares
|
$1,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
43
shares
|
$1,352
0.0% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
42
shares
|
$1,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
41
shares
|
$1,289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
30
shares
|
$943
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
27
shares
|
$849
0.0% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
25
shares
|
$786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22
shares
|
$691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
21
shares
|
$660
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
21
shares
|
$660
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
19
shares
|
$597
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
12
shares
|
$377
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12
shares
|
$377
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
10
shares
|
$314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9
shares
|
$283
0.0% of portfolio
|
Q2 2024
Reduced 91.96%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
8
shares
|
$251
0.0% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
7
shares
|
$220
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6
shares
|
$188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
6
shares
|
$188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
4
shares
|
$125
0.0% of portfolio
|
Q1 2023
Reduced 55.56%
|