Institutional Ownership Box Inc (BOX)
This table provides information about the institutional ownership of Box Inc (BOX). We have compiled data on the 464 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $4.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
175
shares
|
$5,601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
175
shares
|
$5,601
0.0% of portfolio
|
Q4 2019
Reduced 58.82%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
174
shares
|
$5,569
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
170
shares
|
$5,441
0.0% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
158
shares
|
$5,057
0.0% of portfolio
|
Q3 2025
Reduced 78.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
150
shares
|
$4,801
0.0% of portfolio
|
Q3 2025
Reduced 30.23%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
150
shares
|
$4,801
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
147
shares
|
$4,705
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
141
shares
|
$4,513
0.0% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
140
shares
|
$4,481
0.0% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
128
shares
|
$4,097
0.0% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
126
shares
|
$4,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
125
shares
|
$4,001
0.0% of portfolio
|
Q3 2025
Reduced 98.14%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
121
shares
|
$3,873
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
116
shares
|
$3,713
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
112
shares
|
$3,585
0.0% of portfolio
|
Q2 2025
Reduced 79.93%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
106
shares
|
$3,393
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
100
shares
|
$3,201
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
95
shares
|
$3,040
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
92
shares
|
$2,944
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
92
shares
|
$2,944
0.0% of portfolio
|
Q3 2025
Added 31.43%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
92
shares
|
$2,944
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
86
shares
|
$2,752
0.0% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
83
shares
|
$2,656
0.0% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
80
shares
|
$2,560
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|