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, Q4 2024
Institutional positions in Box Inc as of Dec 31, 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
- 400
- +11 vs. Q3 2024
- Shares held
- 146.9M
- +4.90M (+3.4%) vs. Q3 2024
- Total value
- $4.64B
- −$5.03M (−0.1%) vs. Q3 2024
- New holders
- 59
- 153 more added
- Sold out
- 48
- 128 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 10 | $0 | 0.00% | −44−81.5% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $95 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 6 | $190 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 7 | $222 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $253 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $253 | 0.00% | 0 | New |
| Huntington National Bank | 9 | $284 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $323 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $379 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $601 | 0.00% | −6−24.0% | Reduced |
| SJS Investment Consulting Inc. | 21 | $664 | 0.00% | +1+5.0% | Added |
| Aventura Private Wealth, LLC | 22 | $695 | 0.00% | +22 | New |
| Riggs Asset Managment Co. Inc. | 25 | $796 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 37 | $1.17K | 0.00% | +15+68.2% | Added |
| First Horizon Advisors, Inc. | 41 | $1.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $1.33K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 46 | $1.45K | 0.00% | −13,671−99.7% | Reduced |
| Golden State Wealth Management, LLC | 50 | $1.58K | 0.00% | +50 | New |
| Creative Financial Designs Inc | 54 | $1.71K | 0.00% | +54 | New |
| Manchester Capital Management LLC | 54 | $1.71K | 0.00% | +11+25.6% | Added |
| Whipplewood Advisors, LLC | 56 | $1.77K | 0.00% | +56 | New |
| Allworth Financial LP | 63 | $1.98K | 0.00% | −13−17.1% | Reduced |
| Valued Wealth Advisors LLC | 63 | $1.99K | 0.00% | +63 | New |
| Sunbelt Securities, Inc. | 63 | $2.00K | 0.00% | +33+110.0% | Added |
| JFS Wealth Advisors, LLC | 70 | $2.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.24K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 75 | $2.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $2.53K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 91 | $2.88K | 0.00% | −13−12.5% | Reduced |
| Hemington Wealth Management | 96 | $3.00K | 0.00% | +16+20.0% | Added |
| Archer Investment Corp | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.35K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 108 | $3.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 110 | $3.48K | 0.00% | −10−8.3% | Reduced |
| Parkside Financial Bank & Trust | 111 | $3.51K | 0.00% | +1+0.9% | Added |
| Hurley Capital, LLC | 116 | $3.65K | 0.00% | +116 | New |
| SRS Capital Advisors, Inc. | 125 | $3.95K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 133 | $4.20K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 137 | $4.33K | 0.00% | +56+69.1% | Added |
| Sterling Capital Management LLC | 146 | $4.61K | 0.00% | +3+2.1% | Added |
| WealthCollab, LLC | 147 | $4.65K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.74K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 152 | $4.80K | 0.00% | −68−30.9% | Reduced |
| Eagle Bay Advisors LLC | 164 | $5.18K | 0.00% | +12+7.9% | Added |
| Massmutual Trust Co FSB | 166 | $5.25K | 0.00% | +29+21.2% | Added |
| Lindbrook Capital, LLC | 169 | $5.34K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 174 | $5.50K | 0.00% | −23−11.7% | Reduced |
| Sandy Spring Bank | 175 | $5.53K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 176 | $5.56K | 0.00% | +31+21.4% | Added |
| Assetmark, Inc | 182 | $5.75K | 0.00% | +130+250.0% | Added |
| Washington Trust Co | 183 | $5.78K | 0.00% | −11−5.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $6.32K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $6.32K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $6.32K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $6.32K | 0.01% | +200 | New |
| Spire Wealth Management | 210 | $6.64K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 251 | $7.93K | 0.00% | +76+43.4% | Added |
| Hexagon Capital Partners LLC | 270 | $8.53K | 0.00% | +16+6.3% | Added |
| Caitong International Asset Management Co., Ltd | 291 | $9.20K | 0.01% | +291 | New |
| Main Street Group, LTD | 300 | $9.48K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 300 | $9.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 315 | $9.95K | 0.00% | +315 | New |
| Umb Bank N A | 338 | $10.7K | 0.00% | +20+6.3% | Added |
| TCTC Holdings, LLC | 383 | $12.1K | 0.00% | +383 | New |
| Global Retirement Partners, LLC | 384 | $12.1K | 0.00% | +205+114.5% | Added |
| CIBC Private Wealth Group, LLC | 482 | $15.1K | 0.00% | −268−35.7% | Reduced |
| GWM Advisors LLC | 500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 500 | $15.8K | 0.02% | +500 | New |
| Bayforest Capital Ltd | 510 | $16.1K | 0.02% | +510 | New |
| Mather Group, LLC. | 519 | $16.4K | 0.00% | +397+325.4% | Added |
| CWM, LLC | 630 | $20.0K | 0.00% | +182+40.6% | Added |
| Larson Financial Group LLC | 659 | $20.8K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 727 | $23.0K | 0.02% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 867 | $27.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 920 | $29.1K | 0.01% | −431−31.9% | Reduced |
| North Star Investment Management Corp. | 1,000 | $31.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,065 | $33.7K | 0.00% | −50−4.5% | Reduced |
| Center for Financial Planning, Inc. | 1,250 | $39.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,400 | $44.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,454 | $45.9K | 0.00% | +117+8.8% | Added |
| MAI Capital Management | 1,468 | $46.4K | 0.00% | +1,468 | New |
| National Bank of Canada | 1,564 | $49.4K | 0.00% | −5,646−78.3% | Reduced |
| DekaBank Deutsche Girozentrale | 1,583 | $50.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,649 | $53.0K | 0.03% | −616−27.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,900 | $60.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,162 | $68.8K | 0.01% | +1,897+715.8% | Added |
| TD Waterhouse Canada Inc. | 2,194 | $69.3K | 0.00% | +653+42.4% | Added |
| Whittier Trust Co | 2,410 | $76.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,579 | $81.5K | 0.00% | +417+19.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,002 | $94.9K | 0.00% | +2,897+2,759.0% | Added |
| Nisa Investment Advisors, LLC | 3,011 | $95.1K | 0.00% | +195+6.9% | Added |
| Globeflex Capital L P | 3,844 | $121.5K | 0.01% | −233−5.7% | Reduced |
| Ameliora Wealth Management Ltd. | 4,000 | $126.4K | 0.05% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4,162 | $131.5K | 0.00% | +4,162 | New |
| Plato Investment Management Ltd | 4,225 | $134.0K | 0.01% | +4,225 | New |
| Bessemer Group Inc | 4,491 | $142.0K | 0.00% | −19,821−81.5% | Reduced |