BOX (BOX) Institutional Ownership

$26.75
-0.43 (-1.58%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for BOX (NYSE:BOX)

Current
Institutional Ownership
Percentage
86.74%
Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$511.25M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$439.17M
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BOX Institutional Buying and Selling by Quarter

BOX Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank85,081$2.41M0.0%+964.7%0.059%
5/17/2024 Tidal Investments LLC13,795$391K0.0%N/A0.010%
5/16/2024 California State Teachers Retirement System143,367$4.06M0.0%-5.4%0.099%
5/16/2024 Jacobs Levy Equity Management Inc.2,374,580$67.25M0.3%+19.4%1.645%
5/16/2024 Bayesian Capital Management LP98,900$2.80M0.3%+799.2%0.069%
5/15/2024 Earnest Partners LLC7,340,474$207.88M1.0%+10.5%5.085%
5/15/2024 Public Employees Retirement Association of Colorado14,514$411K0.0%-14.0%0.010%
5/15/2024 Price T Rowe Associates Inc. MD989,336$28.02M0.0%-34.4%0.685%
5/15/2024 Lazard Asset Management LLC7,842$221K0.0%+358.3%0.005%
5/15/2024 Truvestments Capital LLC5,811$165K0.1%-8.6%0.004%
5/14/2024 EntryPoint Capital LLC1,180$33K0.0%-71.2%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co344,684$9.76M0.0%+92.2%0.239%
5/14/2024 American International Group Inc.76,185$2.16M0.0%+8.6%0.053%
5/13/2024 Bessemer Group Inc.41,282$1.17M0.0%-8.3%0.029%
5/13/2024 O Shaughnessy Asset Management LLC9,320$264K0.0%-16.3%0.006%
5/13/2024 Ameritas Investment Partners Inc.14,069$398K0.0%-3.7%0.010%
5/13/2024 Champlain Investment Partners LLC3,080,714$87.25M0.5%-9.8%2.134%
5/11/2024 Covestor Ltd4,312$122K0.1%+27.3%0.003%
5/11/2024 Hillsdale Investment Management Inc.184,350$5.22M0.4%+8.5%0.128%
5/11/2024 Summit Creek Advisors LLC188,417$5.34M0.7%+0.7%0.131%
5/11/2024 Edgestream Partners L.P.14,085$399K0.0%N/A0.010%
5/10/2024 Acadian Asset Management LLC2,086,926$59.07M0.2%-0.5%1.446%
5/10/2024 Vanguard Group Inc.17,313,882$490.33M0.0%+14.9%11.994%
5/9/2024 Blair William & Co. IL8,180$232K0.0%-92.9%0.006%
5/9/2024 Scout Investments Inc.327,893$9.36M0.2%-6.0%0.227%
5/9/2024 State Board of Administration of Florida Retirement System43,110$1.16M0.0%+7.1%0.030%
5/8/2024 Everence Capital Management Inc.8,570$243K0.0%N/A0.006%
5/8/2024 ProShare Advisors LLC29,735$842K0.0%+21.3%0.021%
5/8/2024 US Bancorp DE44,729$1.27M0.0%+59.8%0.031%
5/8/2024 Hohimer Wealth Management LLC14,453$409K0.1%N/A0.010%
5/8/2024 Russell Investments Group Ltd.529,342$14.99M0.0%+7.5%0.367%
5/7/2024 Sei Investments Co.2,953,422$83.64M0.1%+16.6%2.046%
5/7/2024Susquehanna Fundamental Investments LLC185,614$5.26M0.2%N/A0.129%
5/7/2024Susquehanna Portfolio Strategies LLC63,304$1.79M0.0%-24.7%0.044%
5/7/2024 Oppenheimer Asset Management Inc.45,257$1.28M0.0%-20.4%0.031%
5/7/2024 SG Americas Securities LLC8,741$248K0.0%-69.1%0.006%
5/6/2024 Texas Permanent School Fund Corp125,669$3.56M0.0%N/A0.087%
5/3/2024 GSA Capital Partners LLP35,624$1.01M0.1%N/A0.025%
5/3/2024 Central Pacific Bank Trust Division6,100$174K0.0%N/A0.004%
5/2/2024 Mutual of America Capital Management LLC24,736$701K0.0%N/A0.017%
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5/2/2024 Nordea Investment Management AB422,769$12.06M0.0%-0.2%0.293%
5/1/2024 Mirae Asset Global Investments Co. Ltd.897,831$25.43M0.0%-2.7%0.622%
4/30/2024 SpiderRock Advisors LLC28,500$830K0.0%N/A0.020%
4/30/2024 Allspring Global Investments Holdings LLC17,532$497K0.0%-73.7%0.012%
4/29/2024 Principal Financial Group Inc.813,234$23.03M0.0%+4,889.2%0.563%
4/29/2024 Brio Consultants LLC14,404$408K0.1%-63.7%0.010%
4/26/2024 Yousif Capital Management LLC64,885$1.84M0.0%N/A0.045%
4/26/2024 Mesirow Financial Investment Management Inc.62,500$1.77M0.0%N/A0.043%
4/25/2024 New York State Teachers Retirement System45,302$1.28M0.0%N/A0.031%
4/24/2024 Assenagon Asset Management S.A.104,666$2.96M0.0%+12.6%0.073%
4/23/2024 Louisiana State Employees Retirement System71,100$2.01M0.0%N/A0.049%
4/23/2024 Fifth Third Bancorp85,119$2.41M0.0%+18.2%0.059%
4/23/2024 Wesbanco Bank Inc.81,254$2.30M0.1%N/A0.056%
4/23/2024 Summit Trail Advisors LLC20,094$569K0.0%-49.3%0.014%
4/20/2024 Maryland State Retirement & Pension System51,741$1.36M0.0%N/A0.036%
4/19/2024 State of Alaska Department of Revenue87,473$2.48M0.0%N/A0.061%
4/18/2024 Myecfo LLC20,423$578K0.3%-23.9%0.014%
4/18/2024 Allspring Global Investments Holdings LLC17,532$497K0.0%-73.7%0.012%
4/18/2024 Diversified Trust Co26,212$742K0.0%-39.5%0.018%
4/12/2024 FCF Advisors LLC31,207$884K0.2%-44.9%0.022%
4/11/2024 Tealwood Asset Management Inc.47,763$1.35M0.6%-1.5%0.033%
3/22/2024 PNC Financial Services Group Inc.1,730$44K0.0%-79.4%0.001%
3/13/2024 Sivia Capital Partners LLC765,565$19.61M10.8%N/A0.533%
3/11/2024 Vanguard Group Inc.15,064,800$385.81M0.0%+1.1%10.492%
3/5/2024 Fisher Asset Management LLC143,362$3.67M0.0%+10.1%0.100%
2/26/2024 Centaurus Financial Inc.40,860$1.05M0.1%-6.6%0.028%
2/26/2024Neo Ivy Capital Management6,106$156K0.3%N/A0.004%
2/21/2024Garde Capital Inc.16,282$417K0.0%-10.7%0.011%
2/16/2024 Peloton Wealth Strategists171,000$4.38M1.9%-3.2%0.119%
2/14/2024 Freshford Capital Management LLC1,016,148$26.02M4.2%-22.7%0.708%
2/14/2024 Sei Investments Co.2,532,133$64.85M0.1%+26.1%1.763%
2/14/2024 Connectus Wealth LLC76,583$1.96M0.0%-2.9%0.053%
2/14/2024 Scout Investments Inc.348,734$8.93M0.2%-1.5%0.243%
2/14/2024 Schroder Investment Management Group1,544,509$39.56M0.1%-16.6%1.076%
2/14/2024 CenterBook Partners LP105,511$2.70M0.3%-63.5%0.073%
2/13/2024 Sunriver Management LLC1,920,378$49.18M7.7%+10.4%1.337%
2/13/2024 First Trust Advisors LP2,732,648$69.98M0.1%-8.5%1.903%
2/13/2024 Stephens Investment Management Group LLC984,140$25.20M0.4%-27.2%0.685%
2/13/2024 Rafferty Asset Management LLC70,614$1.81M0.0%+2.3%0.049%
2/12/2024 Capstone Investment Advisors LLC45,927$1.18M0.0%N/A0.032%
2/12/2024 TFO Wealth Partners LLC1,863$48K0.0%+62,000.0%0.001%
2/12/2024 Parallel Advisors LLC6,212$159K0.0%-22.4%0.004%
2/12/2024 Hsbc Holdings PLC139,119$3.58M0.0%-9.9%0.097%
2/9/2024 Advisory Services Network LLC17,125$439K0.0%-16.4%0.012%
2/9/2024 Weil Company Inc.33,167$849K0.4%-70.5%0.023%
2/9/2024 US Bancorp DE27,992$717K0.0%+3,916.1%0.019%
2/9/2024 Renaissance Group LLC70,731$1.81M0.1%+1.0%0.049%
2/9/2024 Quest Partners LLC10,985$281K0.1%N/A0.008%
2/9/2024 Wells Fargo & Company MN1,414,496$36.23M0.0%+0.7%0.985%
2/9/2024 Hillsdale Investment Management Inc.169,950$4.35M0.4%-0.2%0.118%
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2/9/2024 UBS Group AG1,001,086$25.64M0.0%+404.3%0.697%
2/9/2024 Dynamic Technology Lab Private Ltd14,143$362K0.0%-63.4%0.010%
2/9/2024 Norges Bank482,998$12.37M0.0%N/A0.336%
2/8/2024 Great Lakes Advisors LLC97,979$2.51M0.0%-60.6%0.068%
2/8/2024 EFG Asset Management North America Corp.56,798$1.45M0.3%-2.4%0.040%
2/8/2024 Mitsubishi UFJ Asset Management Co. Ltd.6,207$154K0.0%+14.4%0.004%
2/8/2024 Massachusetts Financial Services Co. MA472,154$12.09M0.0%-26.8%0.329%
2/7/2024 Principal Financial Group Inc.16,300$417K0.0%+10.5%0.011%
2/7/2024 Summit Creek Advisors LLC187,180$4.79M0.6%-50.6%0.130%
2/7/2024 Dimensional Fund Advisors LP2,207,010$56.52M0.0%+2.2%1.537%
(Data available from 1/1/2016 forward)

BOX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOX shares?

During the previous two years, 322 institutional investors and hedge funds held shares of BOX. The most heavily invested institutionals were Vanguard Group Inc. ($490.33M), Earnest Partners LLC ($207.88M), RGM Capital LLC ($131.94M), Macquarie Group Ltd. ($100.28M), Champlain Investment Partners LLC ($87.25M), Sei Investments Co. ($83.64M), and Geode Capital Management LLC ($81.20M).Learn more on BOX's institutional investors.

What percentage of BOX stock is owned by institutional investors?

86.74% of BOX stock is owned by institutional investors. Learn more on BOX's institutional investor holdings.

Which institutional investors have been buying BOX stock?

Of the 273 institutional investors that purchased BOX stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Champlain Investment Partners LLC ($3.60M), Sumitomo Mitsui Trust Holdings Inc. ($2.56M), Vanguard Group Inc. ($2.50M), Loomis Sayles & Co. L P ($1.74M), RGM Capital LLC ($1.71M), Victory Capital Management Inc. ($1.32M), and Stephens Investment Management Group LLC ($1.32M).

How much institutional buying is happening at BOX?

Institutional investors have bought a total of 42,219,853 shares in the last 24 months. This purchase volume represents approximately $1.14B in transactions.

Which BOX major shareholders have been selling company stock?

Of the 185 institutional investors that sold BOX stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allianz Asset Management GmbH ($21.83M), Credit Suisse AG ($4.72M), Barclays PLC ($3.08M), Sumitomo Mitsui Trust Holdings Inc. ($2.50M), RGM Capital LLC ($1.79M), Ardevora Asset Management LLP ($1.29M), and Citigroup Inc. ($1.06M).

How much institutional selling is happening at BOX?

Institutional investors have sold a total of 56,474,388 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.


This page (NYSE:BOX) was last updated on 5/18/2024 by MarketBeat.com Staff

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