Wallbox N.V.
WBX- Exchange
- NYSE
- Industry
- Miscellaneous Electrical Machinery, Equipment & Supplies
- SEC CIK
- 0001866501
In the last 90 days, Wallbox N.V. insiders filed 4 open-market purchases and 0 sales; 16 institutions reported holding it in 13F filings for Q2 2026, worth $801.4K in total; no superinvestor holds it.
Other share classesWBXWF
13F holders, Q3 2023
Institutional positions in Wallbox N.V. as of Sep 30, 2023. 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
- 39
- −1 vs. Q2 2023
- Shares held
- 16.3M
- −538.1K (−3.2%) vs. Q2 2023
- Total value
- $36.7M
- −$22.9M (−38.5%) vs. Q2 2023
- New holders
- 6
- 13 more added
- Sold out
- 7
- 13 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WBX 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 | 16 | $801.4K |
| Q1 2026 | 15 | $327.9K |
| Q4 2025 | 17 | $362.7K |
| Q3 2025 | 18 | $645.3K |
| Q2 2025 | 20 | $763.2K |
| Q1 2025 | 29 | $1.11M |
| Q4 2024 | 37 | $2.57M |
| Q3 2024 | 31 | $9.16M |
| Q2 2024 | 31 | $10.0M |
| Q1 2024 | 41 | $11.6M |
| Q4 2023 | 48 | $23.2M |
| Q3 2023 | 39 | $36.7M |
| Q2 2023 | 40 | $59.6M |
| Q1 2023 | 52 | $67.1M |
| Q4 2022 | 50 | $38.9M |
| Q3 2022 | 39 | $67.3M |
| Q2 2022 | 43 | $59.2M |
| Q1 2022 | 39 | $86.2M |
| Q4 2021 | 33 | $106.0M |
| Q3 2021 | 1 | $301.0K |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Wallbox N.V.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 100 | $225 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 180 | $405 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 400 | $844 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 700 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 750 | $1.69K | 0.00% | +750 | New |
| Federation des caisses Desjardins du Quebec | 1,144 | $2.57K | 0.00% | +865+310.0% | Added |
| Royal Bank of Canada | 1,159 | $3.00K | 0.00% | −11,784−91.0% | Reduced |
| Advisors Asset Management, Inc. | 2,979 | $6.70K | 0.00% | −1,488−33.3% | Reduced |
| Spire Wealth Management | 3,000 | $6.75K | 0.00% | −2,900−49.2% | Reduced |
| Citigroup Inc | 3,480 | $7.83K | 0.00% | +452+14.9% | Added |
| Wells Fargo & Company | 4,000 | $9.00K | 0.00% | +3,000+300.0% | Added |
| Group One Trading, L.P. | 11,566 | $26.0K | 0.00% | +2,192+23.4% | Added |
| Prime Capital Investment Advisors, LLC | 14,118 | $31.8K | 0.00% | −770−5.2% | Reduced |
| Rafferty Asset Management, LLC | 15,161 | $34.1K | 0.00% | +4,973+48.8% | Added |
| MGO Private Wealth, LLC | 16,946 | $38.1K | 0.03% | +16,946 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,847 | $38.9K | 0.00% | +16,144+948.0% | Added |
| Commonwealth Equity Services, LLC | 17,690 | $40.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 18,399 | $41.4K | 0.00% | −7,791−29.7% | Reduced |
| Creative Planning | 20,287 | $45.6K | 0.00% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 20,352 | $45.8K | 0.00% | +20,352 | New |
| LPL Financial LLC | 24,808 | $55.8K | 0.00% | +24,808 | New |
| Advisor Group Holdings, Inc. | 34,888 | $78.5K | 0.00% | +13,024+59.6% | Added |
| Harbour Capital Advisors, LLC | 66,800 | $150.3K | 0.05% | −1,200−1.8% | Reduced |
| UBS Group AG | 74,610 | $167.9K | 0.00% | −3,008−3.9% | Reduced |
| Morgan Stanley | 83,817 | $188.6K | 0.00% | −22,612−21.2% | Reduced |
| Vident Advisory, LLC | 85,199 | $191.7K | 0.01% | +85,199 | New |
| Millennium Management LLC | 96,854 | $217.9K | 0.00% | +24,760+34.3% | Added |
| Kestra Advisory Services, LLC | 105,000 | $236.3K | 0.00% | +105,000 | New |
| Toroso Investments, LLC | 145,994 | $328.5K | 0.01% | −37,844−20.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 146,405 | $329.4K | 0.00% | +29,794+25.5% | Added |
| Autonomy Capital (Jersey) L.P. | 175,652 | $395.2K | 0.94% | +15,721+9.8% | Added |
| State Street Corp | 280,414 | $630.9K | 0.00% | +3,009+1.1% | Added |
| Bank of America Corp | 556,646 | $1.25M | 0.00% | −14,188−2.5% | Reduced |
| Credit Suisse AG | 590,654 | $1.33M | 0.00% | −6,579−1.1% | Reduced |
| First Trust Advisors LP | 917,080 | $2.06M | 0.00% | +79,956+9.6% | Added |
| Stifel Financial Corp | 1,365,709 | $3.07M | 0.00% | +164,967+13.7% | Added |
| Invesco Ltd. | 2,918,993 | $6.57M | 0.00% | −251,902−7.9% | Reduced |
| Janus Henderson Group PLC | 3,353,742 | $7.55M | 0.00% | −562,056−14.4% | Reduced |
| Norges Bank | 5,098,900 | $11.5M | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −85,958−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −58,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −49,601−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −15,062−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −11,049−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,897−100.0% | Sold out |