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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
75
shares
|
$2,400
0.0% of portfolio
|
Q2 2020
Added 253.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
71
shares
|
$2,272
0.0% of portfolio
|
Q2 2025
Reduced 29.7%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
63
shares
|
$2,016
0.0% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
57
shares
|
$1,824
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
56
shares
|
$1,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
54
shares
|
$1,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
42
shares
|
$1,344
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
38
shares
|
$1,216
0.0% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
34
shares
|
$1,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
32
shares
|
$1,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
32
shares
|
$1,024
0.0% of portfolio
|
Q3 2025
Added 146.15%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
31
shares
|
$992
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
30
shares
|
$960
0.0% of portfolio
|
Q3 2025
Reduced 52.38%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
28
shares
|
$896
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
27
shares
|
$864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
27
shares
|
$864
0.0% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
21
shares
|
$672
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
21
shares
|
$672
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
20
shares
|
$640
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
18
shares
|
$576
0.0% of portfolio
|
Q2 2025
Reduced 84.75%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
16
shares
|
$512
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
12
shares
|
$384
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
11
shares
|
$352
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
11
shares
|
$352
0.0% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
9
shares
|
$288
0.0% of portfolio
|
Q3 2025
Reduced 86.36%
|
|