Box Inc
BOX- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001372612
In the last 90 days, Box Inc insiders filed 0 open-market purchases and 8 sales; 397 institutions reported holding it in 13F filings for Q2 2026, worth $3.72B in total; no superinvestor holds it.
Other share classesBXCAP
13F holders, Q2 2024
Institutional positions in Box Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 349
- +12 vs. Q1 2024
- Shares held
- 139.3M
- −645.3K (−0.5%) vs. Q1 2024
- Total value
- $3.68B
- −$277.1M (−7.0%) vs. Q1 2024
- New holders
- 53
- 128 more added
- Sold out
- 41
- 111 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BOX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 397 | $3.72B |
| Q1 2026 | 399 | $3.31B |
| Q4 2025 | 411 | $4.33B |
| Q3 2025 | 408 | $4.84B |
| Q2 2025 | 416 | $5.31B |
| Q1 2025 | 392 | $4.53B |
| Q4 2024 | 400 | $4.64B |
| Q3 2024 | 395 | $4.66B |
| Q2 2024 | 349 | $3.68B |
| Q1 2024 | 342 | $4.01B |
| Q4 2023 | 332 | $3.19B |
| Q3 2023 | 327 | $3.04B |
| Q2 2023 | 345 | $3.75B |
| Q1 2023 | 365 | $3.38B |
| Q4 2022 | 375 | $3.90B |
| Q3 2022 | 324 | $3.01B |
| Q2 2022 | 327 | $3.10B |
| Q1 2022 | 321 | $3.54B |
| Q4 2021 | 313 | $3.29B |
| Q3 2021 | 275 | $2.98B |
| Q2 2021 | 281 | $3.31B |
| Q1 2021 | 304 | $3.08B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $53 | 0.00% | −3−60.0% | Reduced |
| Great Lakes Retirement, Inc. | 2 | $53 | 0.00% | +2 | New |
| Rothschild Investment LLC | 5 | $132 | 0.00% | −5−50.0% | Reduced |
| MV Capital Management, Inc. | 8 | $212 | 0.00% | +2+33.3% | Added |
| Huntington National Bank | 9 | $238 | 0.00% | −103−92.0% | Reduced |
| Abound Wealth Management | 11 | $291 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $317 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12 | $317 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $450 | 0.00% | −3−15.0% | Reduced |
| CVA Family Office, LLC | 19 | $502 | 0.00% | +19 | New |
| ORG Partners LLC | 20 | $528 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 21 | $556 | 0.00% | −5−19.2% | Reduced |
| Emfo, LLC | 21 | $556 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $661 | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 30 | $793 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $873 | 0.00% | +11+50.0% | Added |
| Sound Income Strategies, LLC | 40 | $1.06K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 41 | $1.08K | 0.00% | +41 | New |
| Private Wealth Management Group, LLC | 42 | $1.11K | 0.00% | +42 | New |
| Walleye Trading LLC | 46 | $1.22K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 57 | $1.51K | 0.00% | +57 | New |
| EverSource Wealth Advisors, LLC | 63 | $1.77K | 0.00% | +19+43.2% | Added |
| Cullen/Frost Bankers, Inc. | 68 | $1.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $1.80K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 69 | $1.82K | 0.00% | +69 | New |
| Innealta Capital, LLC | 70 | $1.85K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 71 | $1.88K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $1.98K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 75 | $1.98K | 0.00% | +75 | New |
| Allworth Financial LP | 76 | $2.03K | 0.00% | +9+13.4% | Added |
| Farmers & Merchants Investments Inc | 80 | $2.12K | 0.00% | +10+14.3% | Added |
| Archer Investment Corp | 95 | $2.51K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $2.64K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 103 | $2.72K | 0.00% | −2−1.9% | Reduced |
| Parkside Financial Bank & Trust | 104 | $2.75K | 0.00% | −16−13.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 106 | $2.80K | 0.00% | +106 | New |
| Signaturefd, LLC | 124 | $3.28K | 0.00% | +16+14.8% | Added |
| SRS Capital Advisors, Inc. | 125 | $3.31K | 0.00% | +125 | New |
| Mather Group, LLC. | 122 | $3.46K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 140 | $3.70K | 0.00% | −81−36.7% | Reduced |
| Naples Money Management LLC | 141 | $3.72K | 0.00% | −15−9.6% | Reduced |
| Umb Bank N A | 141 | $3.73K | 0.00% | +83+143.1% | Added |
| WealthCollab, LLC | 147 | $3.89K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 149 | $3.94K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $3.97K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $4.63K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 178 | $4.71K | 0.00% | +25+16.3% | Added |
| Global Retirement Partners, LLC | 179 | $4.73K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 188 | $4.97K | 0.00% | −481−71.9% | Reduced |
| Trust Co of Vermont | 200 | $5.29K | 0.00% | −1,400−87.5% | Reduced |
| FinTrust Capital Advisors, LLC | 200 | $5.29K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.29K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $5.29K | 0.00% | +200 | New |
| CWM, LLC | 239 | $6.00K | 0.00% | −45−15.8% | Reduced |
| Eagle Bay Advisors LLC | 250 | $6.61K | 0.00% | −150−37.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 273 | $7.22K | 0.00% | +273 | New |
| Smartleaf Asset Management LLC | 279 | $7.32K | 0.00% | +279 | New |
| Main Street Group, LTD | 300 | $7.92K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 300 | $7.93K | 0.01% | +300 | New |
| Fairfield Financial Advisors, LTD | 300 | $7.93K | 0.00% | +300 | New |
| Lindbrook Capital, LLC | 337 | $8.91K | 0.00% | +337 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 350 | $9.25K | 0.00% | +350 | New |
| Catalyst Funds Management Pty Ltd | 400 | $10.6K | 0.00% | +400 | New |
| Migdal Insurance & Financial Holdings Ltd. | 411 | $11.0K | 0.00% | −178−30.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 489 | $12.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 500 | $13.2K | 0.00% | −13,496−96.4% | Reduced |
| CoreCap Advisors, LLC | 500 | $13.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 550 | $14.5K | 0.00% | +410+292.9% | Added |
| Strategic Investment Solutions, Inc. | 650 | $14.9K | 0.00% | +650 | New |
| Farther Finance Advisors, LLC | 626 | $16.5K | 0.00% | −220−26.0% | Reduced |
| Larson Financial Group LLC | 659 | $17.4K | 0.00% | +659 | New |
| SYSTM Wealth Solutions LLC | 752 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 867 | $22.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 900 | $23.0K | 0.00% | +900 | New |
| TD Waterhouse Canada Inc. | 981 | $25.9K | 0.00% | +189+23.9% | Added |
| Spire Wealth Management | 997 | $26.4K | 0.00% | +10+1.0% | Added |
| North Star Investment Management Corp. | 1,000 | $26.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,250 | $33.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,335 | $35.3K | 0.00% | +404+43.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,400 | $37.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,418 | $37.5K | 0.02% | +1,084+324.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,500 | $39.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,583 | $41.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,805 | $47.7K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2,000 | $52.9K | 0.00% | +2,000 | New |
| Whittier Trust Co | 2,410 | $63.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,627 | $69.5K | 0.00% | +632+31.7% | Added |
| Pacer Advisors, Inc. | 3,070 | $81.2K | 0.00% | +201+7.0% | Added |
| Covestor Ltd | 3,286 | $87.0K | 0.06% | −1,026−23.8% | Reduced |
| Quest Partners LLC | 3,596 | $95.1K | 0.01% | +3,596 | New |
| KBC Group NV | 3,983 | $105.0K | 0.00% | +870+27.9% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $105.8K | 0.05% | 00.0% | Unchanged |
| Globeflex Capital L P | 4,077 | $107.8K | 0.01% | +3,844+1,649.8% | Added |
| The PNC Financial Services Group, Inc. | 4,431 | $117.2K | 0.00% | −3,070−40.9% | Reduced |
| Proequities, Inc. | 5,160 | $136.4K | 0.01% | +27+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,900 | $156.0K | 0.00% | −512−8.0% | Reduced |
| Parallel Advisors, LLC | 6,171 | $163.2K | 0.00% | +41+0.7% | Added |
| nVerses Capital, LLC | 6,400 | $169.2K | 0.10% | +6,400 | New |