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BOX

Box, Inc.

BOX
NYSEUnited States flagUSReal-Time Price
$41.75USD
+1.29 (+3.19%)Today
$41.51-0.24 (-0.57%)Pre-Market4:10 AM ET
BTI Score
Near Future
65
Long Term
64
BTI Fair Market Cap
$6.49B
-11.72% vs fair
Growth Software & Internet
Hold

Box, Inc. (BOX) Holders & Ownership

Who owns Box, Inc. (BOX)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.

Filing Period:
Institutional Ownership
1.43%
Institutional Holders
51
Total Shares Held
1,982,522
Total Holdings Value
$66.0M

13F Holder Composition

InstitutionFund
Top Institutional Holders
HolderShares HeldMarket Value% OutstandingChangeDate Reported
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/719,453$24.1M0.52%-35.53%2026-09-30
ASSENAGON ASSET MANAGEMENT S.A.438,484$14.7M0.32%+4928.49%2026-09-30
COUNTERPOINT MUTUAL FUNDS LLC282,078$9.4M0.20%+100.00%2026-09-30
TRIASIMA PORTFOLIO MANAGEMENT INC.98,086$3.3M0.07%+100.00%2026-09-30
Y-INTERCEPT (HONG KONG) LTD66,946$2.2M0.05%-66.15%2026-09-30
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM59,000$2.0M0.04%-2.80%2026-09-30
TEALWOOD ASSET MANAGEMENT INC43,706$1.5M0.03%-1.19%2026-09-30
BLUE TRUST, INC.31,873$1.1M0.02%-2.20%2026-09-30
LINDEN THOMAS ADVISORY SERVICES, LLC30,708$1.0M0.02%-0.36%2026-09-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC30,126$538,7680.02%+2.92%2026-09-30
STATE OF ALASKA, DEPARTMENT OF REVENUE29,621$991,0000.02%-44.07%2026-09-30
CONCURRENT INVESTMENT ADVISORS, LLC17,706$592,7970.01%+4.44%2026-09-30
MYECFO, LLC16,476$551,6160.01%+1.88%2026-09-30
NORTHCREST ASSET MANANGEMENT, LLC15,288$555,1070.01%+0.15%2026-09-30
ATRIA INVESTMENTS, INC15,241$510,2690.01%+40.86%2026-09-30
IFP ADVISORS, INC15,087$505,1130.01%-1.17%2026-09-30
GAMMA INVESTING LLC10,789$361,2160.01%+8.29%2026-09-30
LEGACY ADVISORS, LLC8,825$295,4610.01%-1.70%2026-09-30
QUADRANT CAPITAL GROUP LLC8,514$319,6160.01%-32.34%2026-09-30
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD8,593$287,6940.01%+100.00%2026-09-30
BALBOA WEALTH PARTNERS8,319$278,5200.01%-0.48%2026-09-30
NISA INVESTMENT ADVISORS, LLC6,111$204,5960.00%+2.26%2026-09-30
ROSENBERG MATTHEW HAMILTON5,981$200,2440.00%0.00%2026-09-30
CENTRAL PACIFIC BANK - TRUST DIVISION4,464$149,4550.00%-36.81%2026-09-30
VERSANT CAPITAL MANAGEMENT, INC2,910$97,4270.00%+12.10%2026-09-30
FARTHER FINANCE ADVISORS, LLC2,195$73,4890.00%+34.83%2026-09-30
MASSMUTUAL PRIVATE WEALTH & TRUST, FSB1,671$55,9450.00%-10.50%2026-09-30
FORTITUDE FAMILY OFFICE, LLC747$25,0100.00%+408.16%2026-09-30
HICKORY POINT BANK & TRUST700$23,4360.00%0.00%2026-09-30
V-SQUARE QUANTITATIVE MANAGEMENT LLC676$22,6320.00%+100.00%2026-09-30
ESSENTIAL PARTNERS LLC654$21,8960.00%0.00%2026-09-30
OWL CREEK WEALTH PARTNERS LLC320$10,7140.00%0.00%2026-09-30
WOLFF WIESE MAGANA LLC259$8,6720.00%0.00%2026-09-30
MATHER GROUP, LLC.122$4,0850.00%0.00%2026-09-30
UMB PRIVATE WEALTH MANAGEMENT, LLC120$4,0180.00%+100.00%2026-09-30
TRUE WEALTH DESIGN, LLC114$3,8170.00%0.00%2026-09-30
PHYSICIAN WEALTH ADVISORS, INC.111$3,7170.00%0.00%2026-09-30
NOBLE WEALTH MANAGEMENT PBC91$3,0470.00%0.00%2026-09-30
MARQUETTE ASSET MANAGEMENT, LLC71$2,3780.00%0.00%2026-09-30
INVESTORS RESEARCH CORP52$1,7410.00%0.00%2026-09-30
JAMES T. BORELLO RIA39$1,3060.00%+550.00%2026-09-30
CORECAP ADVISORS, LLC37$1,2390.00%0.00%2026-09-30
ACTIVEST WEALTH MANAGEMENT31$1,0380.00%0.00%2026-09-30
CLARK WEALTH PARTNERS29$9710.00%+100.00%2026-09-30
GILPIN WEALTH MANAGEMENT, LLC22$7370.00%0.00%2026-09-30
BREAKWATER INVESTMENT MANAGEMENT19$6370.00%0.00%2026-09-30
DINUZZO PRIVATE WEALTH, INC.16$5360.00%+23.08%2026-09-30
CEDAR MOUNTAIN ADVISORS, LLC14$4690.00%0.00%2026-09-30
PROATHLETE WEALTH MANAGEMENT LLC14$4680.00%+100.00%2026-09-30
DAVIS CAPITAL MANAGEMENT12$4020.00%0.00%2026-09-30
MARYLAND CAPITAL ADVISORS INC.1$340.00%0.00%2026-09-30
GILL CAPITAL PARTNERS, LLC0$00.00%-100.00%2026-09-30
TRUST CO OF TOLEDO NA /OH/0$00.00%-100.00%2026-09-30
CORNERSTONE PLANNING GROUP LLC0$00.00%-100.00%2026-09-30
CURATED WEALTH PARTNERS LLC0$00.00%-100.00%2026-09-30
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.