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, Q1 2025
Institutional positions in Box Inc as of Mar 31, 2025. 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
- 392
- −3 vs. Q4 2024
- Shares held
- 146.7M
- +720.4K (+0.5%) vs. Q4 2024
- Total value
- $4.53B
- −$85.7M (−1.9%) vs. Q4 2024
- New holders
- 45
- 147 more added
- Sold out
- 48
- 140 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $62 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $93 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $154 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $154 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $186 | 0.00% | −2−25.0% | Reduced |
| MV Capital Management, Inc. | 7 | $217 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $303 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $309 | 0.00% | −281−96.6% | Reduced |
| Harbour Investments, Inc. | 12 | $370 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 13 | $401 | 0.00% | −24−64.9% | Reduced |
| True Wealth Design, LLC | 13 | $402 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 17 | $525 | 0.00% | −4−19.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $587 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 22 | $679 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $679 | 0.00% | +16+266.7% | Added |
| Riggs Asset Managment Co. Inc. | 25 | $772 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $802 | 0.00% | −156−85.7% | Reduced |
| Creative Financial Designs Inc | 27 | $833 | 0.00% | −27−50.0% | Reduced |
| CIBC Private Wealth Group, LLC | 32 | $909 | 0.00% | −450−93.4% | Reduced |
| Sunbelt Securities, Inc. | 30 | $926 | 0.00% | −33−52.4% | Reduced |
| Stephens Consulting, LLC | 30 | $926 | 0.00% | +30 | New |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 41 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $1.30K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 50 | $1.54K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 709 | $1.73K | 0.00% | +653+1,166.1% | Added |
| Manchester Capital Management LLC | 65 | $2.01K | 0.00% | +11+20.4% | Added |
| Huntington National Bank | 66 | $2.04K | 0.00% | +57+633.3% | Added |
| Financial Network Wealth Advisors LLC | 67 | $2.07K | 0.00% | +67 | New |
| Allworth Financial LP | 71 | $2.19K | 0.00% | +8+12.7% | Added |
| JFS Wealth Advisors, LLC | 74 | $2.28K | 0.00% | +4+5.7% | Added |
| Anchor Investment Management, LLC | 75 | $2.31K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 76 | $2.35K | 0.00% | +76 | New |
| Farmers & Merchants Investments Inc | 80 | $2.47K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 84 | $2.59K | 0.00% | +84 | New |
| Carolinas Wealth Consulting LLC | 91 | $2.81K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 95 | $2.93K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $3.12K | 0.00% | +30+42.3% | Added |
| Skopos Labs, Inc. | 101 | $3.12K | 0.00% | +101 | New |
| GPS Wealth Strategies Group, LLC | 106 | $3.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 108 | $3.33K | 0.00% | −29−21.2% | Reduced |
| Signaturefd, LLC | 108 | $3.33K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 116 | $3.58K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 118 | $3.64K | 0.00% | +118 | New |
| Public Employees Retirement System of Ohio | 124 | $3.83K | 0.00% | +124 | New |
| IFP Advisors, Inc | 109 | $3.86K | 0.00% | +109 | Added |
| Vermillion & White Wealth Management Group, LLC | 126 | $3.89K | 0.00% | +126 | New |
| Hemington Wealth Management | 150 | $4.00K | 0.00% | +54+56.3% | Added |
| Principal Securities, Inc. | 133 | $4.20K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 146 | $4.51K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 147 | $4.54K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $4.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 166 | $5.12K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 174 | $5.37K | 0.00% | +5+3.0% | Added |
| Sandy Spring Bank | 175 | $5.40K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 175 | $5.40K | 0.00% | +64+57.7% | Added |
| Cape Investment Advisory, Inc. | 176 | $5.43K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 184 | $5.68K | 0.00% | +1+0.5% | Added |
| Rothschild Investment LLC | 185 | $5.71K | 0.00% | +75+68.2% | Added |
| Operose Advisors LLC | 200 | $6.17K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $6.17K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 235 | $7.25K | 0.00% | +235 | New |
| Wolff Wiese Magana LLC | 259 | $7.99K | 0.01% | −468−64.4% | Reduced |
| Rise Advisors, LLC | 269 | $8.30K | 0.00% | +269 | New |
| Hexagon Capital Partners LLC | 298 | $9.20K | 0.00% | +28+10.4% | Added |
| Main Street Group, LTD | 300 | $9.26K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 339 | $10.0K | 0.00% | +205+153.0% | Added |
| Boston Private Wealth LLC | 388 | $12.0K | 0.00% | +388 | New |
| GWM Advisors LLC | 500 | $15.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 506 | $15.6K | 0.00% | +168+49.7% | Added |
| Mather Group, LLC. | 519 | $16.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 558 | $17.2K | 0.00% | +348+165.7% | Added |
| Larson Financial Group LLC | 659 | $20.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 806 | $25.1K | 0.00% | +555+221.1% | Added |
| TCTC Holdings, LLC | 825 | $25.5K | 0.00% | +442+115.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 865 | $26.7K | 0.00% | +665+332.5% | Added |
| Bear Mountain Capital, Inc. | 867 | $27.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 946 | $29.0K | 0.00% | +316+50.2% | Added |
| North Star Investment Management Corp. | 1,000 | $30.9K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,000 | $30.9K | 0.01% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,010 | $31.2K | 0.00% | +1,010 | New |
| Northwestern Mutual Wealth Management Co | 1,197 | $36.9K | 0.00% | −1,805−60.1% | Reduced |
| Center for Financial Planning, Inc. | 1,250 | $38.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,400 | $44.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,522 | $47.0K | 0.00% | +54+3.7% | Added |
| DekaBank Deutsche Girozentrale | 1,583 | $49.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,634 | $50.4K | 0.00% | −8,547−84.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,775 | $55.0K | 0.00% | −113,364−98.5% | Reduced |
| Versant Capital Management, Inc | 1,951 | $60.2K | 0.01% | +1,636+519.4% | Added |
| Covestor Ltd | 2,142 | $66.0K | 0.04% | +493+29.9% | Added |
| Smartleaf Asset Management LLC | 2,143 | $66.6K | 0.01% | −19−0.9% | Reduced |
| Whittier Trust Co | 2,410 | $74.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,989 | $93.1K | 0.00% | +795+36.2% | Added |
| Nisa Investment Advisors, LLC | 3,193 | $98.5K | 0.00% | +182+6.0% | Added |
| Farther Finance Advisors, LLC | 3,709 | $116.2K | 0.00% | +1,130+43.8% | Added |
| Globeflex Capital L P | 3,844 | $118.6K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 3,920 | $121.0K | 0.02% | −2,150−35.4% | Reduced |
| Ameliora Wealth Management Ltd. | 4,000 | $123.4K | 0.05% | 00.0% | Unchanged |