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 2025
Institutional positions in Box Inc as of Jun 30, 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
- 416
- +27 vs. Q1 2025
- Shares held
- 155.4M
- +8.66M (+5.9%) vs. Q1 2025
- Total value
- $5.31B
- +$780.5M (+17.2%) vs. Q1 2025
- New holders
- 70
- 150 more added
- Sold out
- 43
- 140 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Box Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Parkworth Wealth Management, Inc. | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $103 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 5 | $171 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 6 | $205 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $206 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $240 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $273 | 0.00% | +3+60.0% | Added |
| HFM Investment Advisors, LLC | 8 | $273 | 0.00% | +6+300.0% | Added |
| SJS Investment Consulting Inc. | 11 | $376 | 0.00% | −6−35.3% | Reduced |
| Atticus Wealth Management, LLC | 11 | $376 | 0.00% | +11 | New |
| Harbour Investments, Inc. | 12 | $410 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 13 | $444 | 0.00% | −5,817−99.8% | Reduced |
| True Wealth Design, LLC | 13 | $445 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 18 | $616 | 0.00% | −100−84.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $752 | 0.00% | +3+15.8% | Added |
| Riggs Asset Managment Co. Inc. | 25 | $855 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 26 | $888 | 0.00% | +13+100.0% | Added |
| Creative Financial Designs Inc | 27 | $923 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $923 | 0.00% | +27 | New |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $1.02K | 0.00% | +30 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $1.09K | 0.00% | +32 | New |
| Bare Financial Services, Inc | 33 | $1.13K | 0.00% | +33 | New |
| Whittier Trust Co of Nevada Inc | 40 | $1.36K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 42 | $1.44K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 49 | $1.67K | 0.00% | +49 | New |
| Kilter Group LLC | 54 | $1.85K | 0.00% | +54 | New |
| Whipplewood Advisors, LLC | 56 | $1.91K | 0.00% | −653−92.1% | Reduced |
| Sunbelt Securities, Inc. | 63 | $1.99K | 0.00% | +33+110.0% | Added |
| CIBC Private Wealth Group, LLC | 64 | $2.19K | 0.00% | +32+100.0% | Added |
| Cornerstone Planning Group LLC | 70 | $2.21K | 0.00% | +60+600.0% | Added |
| Huntington National Bank | 66 | $2.26K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 67 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.43K | 0.00% | −30−29.7% | Reduced |
| Anchor Investment Management, LLC | 75 | $2.56K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 76 | $2.60K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $2.60K | 0.00% | +11+16.9% | Added |
| Assetmark, Inc | 76 | $2.60K | 0.00% | +50+192.3% | Added |
| Farmers & Merchants Investments Inc | 80 | $2.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $2.84K | 0.00% | +9+12.2% | Added |
| Highline Wealth Partners LLC | 84 | $2.87K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 89 | $3.04K | 0.00% | −20−18.3% | Reduced |
| Archer Investment Corp | 95 | $3.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 106 | $3.62K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 112 | $3.83K | 0.00% | −446−79.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 114 | $3.90K | 0.00% | +114 | New |
| Hurley Capital, LLC | 116 | $3.96K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 126 | $4.31K | 0.00% | +126 | New |
| Vermillion & White Wealth Management Group, LLC | 128 | $4.37K | 0.00% | +2+1.6% | Added |
| Signaturefd, LLC | 131 | $4.48K | 0.00% | +23+21.3% | Added |
| Principal Securities, Inc. | 133 | $4.54K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 148 | $5.00K | 0.00% | −2−1.3% | Reduced |
| WealthCollab, LLC | 147 | $5.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 149 | $5.09K | 0.00% | +78+109.9% | Added |
| Financial Avengers, Inc. | 150 | $5.13K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 175 | $5.98K | 0.00% | +175 | New |
| ORG Partners LLC | 180 | $6.07K | 0.00% | +180 | New |
| Parkside Financial Bank & Trust | 198 | $6.77K | 0.00% | +23+13.1% | Added |
| Operose Advisors LLC | 200 | $6.83K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $6.83K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 215 | $7.35K | 0.00% | +30+16.2% | Added |
| Public Employees Retirement System of Ohio | 250 | $8.54K | 0.00% | +126+101.6% | Added |
| Wolff Wiese Magana LLC | 259 | $8.85K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 257 | $9.00K | 0.00% | −82−24.2% | Reduced |
| Rise Advisors, LLC | 269 | $9.19K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 321 | $11.0K | 0.00% | +220+217.8% | Added |
| Raffa Wealth Management, LLC | 350 | $12.0K | 0.00% | +350 | New |
| Northwestern Mutual Wealth Management Co | 360 | $12.3K | 0.00% | −837−69.9% | Reduced |
| Ci Investments Inc. | 438 | $15.0K | 0.00% | +438 | New |
| Global Retirement Partners, LLC | 439 | $15.0K | 0.00% | +439 | New |
| Umb Bank N A | 480 | $16.4K | 0.00% | −26−5.1% | Reduced |
| GWM Advisors LLC | 500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 563 | $17.5K | 0.01% | +563 | New |
| SRS Capital Advisors, Inc. | 549 | $18.8K | 0.00% | +549 | New |
| Covestor Ltd | 623 | $22.0K | 0.01% | −1,519−70.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 723 | $24.7K | 0.02% | +713+7,130.0% | Added |
| Bear Mountain Capital, Inc. | 867 | $28.1K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 865 | $29.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 893 | $30.5K | 0.00% | +234+35.5% | Added |
| Jones Financial Companies LLLP | 928 | $31.6K | 0.00% | +122+15.1% | Added |
| North Star Investment Management Corp. | 1,000 | $34.2K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,000 | $34.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,110 | $37.9K | 0.00% | +964+660.3% | Added |
| Ameritas Advisory Services, LLC | 1,187 | $40.6K | 0.00% | +1,187 | New |
| CWM, LLC | 1,197 | $41.0K | 0.00% | +251+26.5% | Added |
| Whittier Trust Co | 1,205 | $41.2K | 0.00% | −1,205−50.0% | Reduced |
| Center for Financial Planning, Inc. | 1,250 | $42.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,316 | $45.0K | 0.00% | +1,150+692.8% | Added |
| DekaBank Deutsche Girozentrale | 1,583 | $54.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,603 | $54.8K | 0.01% | −6,891−81.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,600 | $55.0K | 0.00% | +1,600 | New |
| Leonteq Securities AG | 1,634 | $55.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,642 | $56.1K | 0.00% | +120+7.9% | Added |
| Farther Finance Advisors, LLC | 1,767 | $60.4K | 0.00% | −1,942−52.4% | Reduced |
| Geneos Wealth Management Inc. | 1,810 | $61.8K | 0.00% | +800+79.2% | Added |