BOX INC (BOX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
373
Reporting holders
$3.7B
Reported value
97.7%
Of shares outstanding
3.2%
Held as options
-1
Holder change
Institutions report 135,252,405 shares against 138,449,825 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted; share count carried from an earlier filing (concept 2026-04-30).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $675.1M | 25,435,340 | 0.01% | 8q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $295.5M | 11,135,984 | 0.01% | 2q | -1.0%-$2.9M |
| EARNEST PARTNERS LLC | $189.0M | 7,119,498 | 0.68% | 20q | -2.5%-$4.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $159.8M | 6,020,539 | 0.00% | 2q | -3.2%-$5.2M |
| STATE STREET CORP | $157.3M | 5,926,904 | 0.00% | 31q | +4.3%+$6.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $114.5M | 4,313,769 | 0.05% | 8q | -12.3%-$16.1M |
| CITADEL ADVISORS LLC | $106.3M | 3,723,373 | 0.01% | 31q | +59.3%+$39.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $96.3M | 3,629,678 | 0.01% | 31q | +2.7%+$2.5M |
| BANK OF AMERICA CORP /DE/ | $92.0M | 3,466,446 | 0.01% | 31q | +3.4%+$3.1M |
| UBS Group AG | $91.1M | 1,312,917 | 0.01% | 31q | +44.0%+$27.8M |
| SEI INVESTMENTS CO | $83.6M | 3,150,393 | 0.07% | 31q | -1.5%-$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $70.8M | 2,668,128 | 0.01% | 22q | HELD |
| GOLDMAN SACHS GROUP INC | $60.5M | 2,281,208 | 0.01% | 31q | -7.3%-$4.8M |
| Alyeska Investment Group, L.P. | $59.0M | 2,224,418 | 0.15% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $52.6M | 1,983,509 | 0.08% | 3q | +48.6%+$17.2M |
| JPMORGAN CHASE & CO | $49.0M | 1,837,649 | 0.00% | 31q | +11.2%+$4.9M |
| MORGAN STANLEY | $43.8M | 1,648,829 | 0.00% | 35q | -6.5%-$3.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43.6M | 1,642,212 | 0.01% | 31q | +4.9%+$2.0M |
| Sixth Street Partners Management Company, L.P. | $43.6M | 1,642,212 | 0.01% | new | NEW |
| Squarepoint Ops LLC | $41.4M | 1,526,693 | 0.05% | 26q | -41.6%-$29.5M |
| NORTHERN TRUST CORP | $40.7M | 1,532,429 | 0.00% | 31q | +4.1%+$1.6M |
| TWO SIGMA INVESTMENTS, LP | $39.9M | 1,501,681 | 0.03% | 19q | +19.1%+$6.4M |
| Jupiter Topco LLC | $38.4M | 1,446,019 | 0.02% | new | FIRST |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $33.4M | 1,228,826 | 0.01% | 4q | -5.1%-$1.8M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $29.6M | 1,115,887 | 0.15% | 31q | +8.4%+$2.3M |
| Man Group plc | $28.7M | 1,079,949 | 0.05% | 31q | -9.0%-$2.8M |
| Shaolin Capital Management LLC | $27.9M | 1,053,001 | 1.33% | 6q | +3.6%+$981.5K |
| PRINCIPAL FINANCIAL GROUP INC | $27.1M | 1,022,862 | 0.01% | 31q | +1.2%+$316.9K |
| VANGUARD FIDUCIARY TRUST CO | $25.9M | 975,383 | 0.01% | 2q | HELD |
| Nuveen, LLC | $25.7M | 970,140 | 0.01% | 6q | +6.6%+$1.6M |
| Public Sector Pension Investment Board | $25.2M | 951,328 | 0.03% | 10q | +34.5%+$6.5M |
| Fisher Asset Management, LLC | $24.5M | 922,431 | 0.01% | 17q | +55.3%+$8.7M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $23.5M | 883,944 | 0.02% | 18q | +97.5%+$11.6M |
| FIRST TRUST ADVISORS LP | $22.4M | 845,355 | 0.01% | 31q | -23.5%-$6.9M |
| ExodusPoint Capital Management, LP | $22.4M | 843,262 | 0.14% | new | NEW |
| Bank of New York Mellon Corp | $21.8M | 821,972 | 0.00% | 31q | -7.3%-$1.7M |
| JONES FINANCIAL COMPANIES LLLP | $21.6M | 816,668 | 0.01% | 9q | +19.0%+$3.5M |
| ROYAL BANK OF CANADA | $21.1M | 645,578 | 0.00% | 31q | HELD |
| Divisar Capital Management LLC | $19.9M | 748,049 | 4.57% | 26q | +17.2%+$2.9M |
| OBERWEIS ASSET MANAGEMENT INC/ | $19.7M | 743,000 | 0.41% | 8q | -3.7%-$756.9K |
| Invesco Ltd. | $17.5M | 660,496 | 0.00% | 26q | -0.6%-$103.9K |
| BNP PARIBAS FINANCIAL MARKETS | $16.2M | 601,078 | 0.01% | 15q | -30.0%-$7.0M |
| Aristotle Capital Boston, LLC | $16.1M | 606,056 | 1.08% | 22q | -12.9%-$2.4M |
| PEAK6 LLC | $15.9M | options only | 0.03% | 7q | OPTIONS |
| JANE STREET GROUP, LLC | $14.4M | 202,756 | 0.00% | 31q | -81.5%-$63.4M |
| CAPITAL FUND MANAGEMENT S.A. | $14.4M | 543,011 | 0.06% | 9q | +37.9%+$4.0M |
| Qube Research & Technologies Ltd | $14.1M | 530,560 | 0.01% | 14q | +28.0%+$3.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $13.7M | 515,932 | 0.00% | 2q | +5002.2%+$13.4M |
| FEDERATED HERMES, INC. | $13.7M | 515,268 | 0.02% | 31q | +34.9%+$3.5M |
| MILLENNIUM MANAGEMENT LLC | $12.3M | 464,207 | 0.00% | 31q | -40.4%-$8.3M |
| AMERIPRISE FINANCIAL INC | $12.0M | 450,861 | 0.00% | 31q | -57.0%-$15.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.5M | 158,772 | 0.00% | 31q | +70.8%+$4.8M |
| MIZUHO MARKETS AMERICAS LLC | $11.2M | 423,739 | 0.18% | 8q | +14.8%+$1.4M |
| Trexquant Investment LP | $10.8M | 408,611 | 0.06% | 10q | -36.5%-$6.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.8M | 408,176 | 0.00% | 31q | +8.2%+$824.7K |
| MACKENZIE FINANCIAL CORP | $10.3M | 387,361 | 0.01% | 20q | -15.1%-$1.8M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $9.8M | 369,697 | 0.18% | 2q | -15.2%-$1.8M |
| Russell Investments Group, Ltd. | $9.5M | 358,689 | 0.01% | 31q | +10.6%+$910.4K |
| Cornerstone Capital, Inc. | $9.5M | 356,072 | 0.84% | 31q | +1.5%+$138.1K |
| AQR CAPITAL MANAGEMENT LLC | $9.4M | 355,611 | 0.00% | 26q | +223.1%+$6.5M |
| MARSHALL WACE, LLP | $9.2M | 346,834 | 0.01% | 8q | -86.8%-$60.6M |
| VICTORY CAPITAL MANAGEMENT INC | $8.6M | 324,841 | 0.00% | 28q | +1.9%+$162.6K |
| RHUMBLINE ADVISERS | $8.5M | 320,218 | 0.01% | 31q | -16.8%-$1.7M |
| Legal & General Group Plc | $8.4M | 314,643 | 0.00% | 31q | -4.7%-$411.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.3M | 314,274 | 0.01% | 9q | -18.2%-$1.9M |
| WELLS FARGO & COMPANY/MN | $8.0M | 300,163 | 0.00% | 31q | -34.8%-$4.2M |
| NORDEA INVESTMENT MANAGEMENT AB | $7.8M | 294,928 | 0.01% | 24q | -5.4%-$448.0K |
| Connor, Clark & Lunn Investment Management Ltd. | $7.8M | 294,762 | 0.01% | 2q | +278.2%+$5.8M |
| California Public Employees Retirement System | $7.6M | 286,841 | 0.00% | 16q | -16.6%-$1.5M |
| ALLIANCEBERNSTEIN L.P. | $7.6M | 320,986 | 0.00% | 31q | -32.4%-$3.6M |
| Swiss National Bank | $7.2M | 270,900 | 0.00% | 31q | -4.4%-$331.8K |
| CITIGROUP INC | $6.9M | 258,485 | 0.00% | 31q | +5.8%+$373.7K |
| FMR LLC | $6.8M | 254,701 | 0.00% | 20q | -8.0%-$586.5K |
| Hillsdale Investment Management Inc. | $6.6M | 247,650 | 0.15% | 26q | +10.9%+$647.6K |
| ENVESTNET ASSET MANAGEMENT INC | $6.4M | 242,057 | 0.00% | 22q | +4.1%+$251.5K |
| ARDSLEY ADVISORY PARTNERS LP | $6.4M | 240,000 | 0.66% | 2q | +1.7%+$106.2K |
| PANAGORA ASSET MANAGEMENT INC | $6.2M | 233,297 | 0.02% | 4q | +2.1%+$128.0K |
| D. E. Shaw & Co., Inc. | $5.7M | 179,874 | 0.00% | 31q | -63.5%-$9.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $5.3M | 200,000 | 0.01% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $5.2M | 197,755 | 0.10% | 7q | +81.9%+$2.4M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $5.2M | 195,000 | 0.16% | 4q | HELD |
| Point72 Asset Management, L.P. | $5.1M | 193,541 | 0.01% | 4q | -67.8%-$10.8M |
| Numerai GP LLC | $5.0M | 189,720 | 0.41% | 8q | +45.8%+$1.6M |
| NORGES BANK | $5.0M | 189,218 | 0.00% | 32q | -90.4%-$47.2M |
| PRUDENTIAL FINANCIAL INC | $5.0M | 186,857 | 0.01% | 32q | -38.5%-$3.1M |
| VOYA INVESTMENT MANAGEMENT LLC | $4.8M | 182,402 | 0.00% | 31q | +31.8%+$1.2M |
| EFG International AG | $4.7M | 175,173 | 0.09% | 3q | +25.7%+$951.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.6M | 174,503 | 0.00% | 18q | +127.8%+$2.6M |
| IMC-Chicago, LLC | $4.6M | 8,296 | 0.00% | 10q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $4.6M | 171,944 | 0.01% | 8q | +103.0%+$2.3M |
| Brevan Howard Capital Management LP | $4.5M | 170,862 | 0.03% | 8q | +16.7%+$649.9K |
| Verition Fund Management LLC | $4.5M | 169,400 | 0.01% | new | NEW |
| Creative Planning | $4.4M | 165,728 | 0.00% | 10q | +44.9%+$1.4M |
| Kultura Capital Management LP | $4.2M | options only | 0.76% | new | OPTIONS |
| DEUTSCHE BANK AG\ | $4.0M | 150,828 | 0.00% | 34q | +13.2%+$465.6K |
| WINTON GROUP Ltd | $3.9M | 148,592 | 0.13% | 2q | -38.4%-$2.5M |
| GROUP ONE TRADING LLC | $3.9M | 10,627 | 0.01% | 31q | +43.0%+$1.2M |
| Amundi | $3.8M | 142,019 | 0.00% | 21q | -5.9%-$236.8K |
| NOMURA HOLDINGS INC | $3.7M | 38,918 | 0.00% | new | NEW |
| BARCLAYS PLC | $3.6M | 136,108 | 0.00% | 31q | +58.9%+$1.3M |
Showing the largest 100 of 401 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 373 | $3.7B | 135,252,405 | 57 | 138 | 117 | 3.2% |
| Q1 2026 | 374 | $3.3B | 133,781,965 | 59 | 151 | 108 | 2.7% |
| Q4 2025 | 385 | $4.4B | 139,052,677 | 40 | 112 | 153 | 4.6% |
| Q3 2025 | 376 | $5.1B | 146,553,442 | 45 | 122 | 136 | 7.4% |
| Q2 2025 | 384 | $5.5B | 149,182,984 | 62 | 132 | 122 | 7.1% |
| Q1 2025 | 363 | $4.7B | 141,688,719 | 37 | 121 | 128 | 7.1% |
| Q4 2024 | 369 | $4.8B | 141,231,973 | 36 | 134 | 112 | 7.2% |
| Q3 2024 | 359 | $4.9B | 140,324,903 | 66 | 103 | 118 | 6.9% |
| Q2 2024 | 319 | $3.8B | 138,054,709 | 45 | 109 | 97 | 4.3% |
| Q1 2024 | 312 | $4.1B | 143,662,993 | 57 | 109 | 92 | 1.6% |
| Q4 2023 | 301 | $3.2B | 122,736,894 | 35 | 82 | 109 | 1.8% |
| Q3 2023 | 289 | $2.9B | 115,284,548 | 18 | 105 | 96 | 2.3% |
| Q2 2023 | 305 | $3.5B | 116,385,819 | 35 | 93 | 98 | 1.6% |
| Q1 2023 | 313 | $3.1B | 113,953,485 | 43 | 101 | 101 | 1.1% |
| Q4 2022 | 296 | $3.4B | 105,655,777 | 51 | 79 | 88 | 2.1% |
| Q3 2022 | 327 | $3.1B | 123,461,105 | 40 | 120 | 104 | 1.6% |
| Q2 2022 | 326 | $3.2B | 122,494,549 | 46 | 92 | 123 | 2.1% |
| Q1 2022 | 321 | $3.7B | 123,457,231 | 54 | 89 | 113 | 2.5% |
| Q4 2021 | 310 | $3.5B | 125,724,058 | 57 | 100 | 80 | 4.7% |
| Q3 2021 | 274 | $3.1B | 126,094,823 | 36 | 94 | 83 | 4.8% |
| Q2 2021 | 282 | $3.6B | 129,392,996 | 33 | 90 | 102 | 8.4% |
| Q1 2021 | 308 | $3.4B | 134,083,892 | 63 | 87 | 101 | 9.3% |
| Q4 2020 | 287 | $2.4B | 129,421,037 | 30 | 99 | 95 | 3.6% |
| Q3 2020 | 292 | $2.3B | 126,605,669 | 47 | 101 | 88 | 2.4% |
| Q2 2020 | 279 | $2.6B | 122,593,685 | 62 | 91 | 72 | 2.9% |
| Q1 2020 | 251 | $1.7B | 119,540,024 | 47 | 74 | 78 | 2.1% |
| Q4 2019 | 251 | $2.1B | 120,082,378 | 26 | 81 | 80 | 2.6% |
| Q3 2019 | 253 | $2.0B | 114,963,670 | 40 | 80 | 71 | 3.4% |
| Q2 2019 | 259 | $2.0B | 108,023,383 | 40 | 92 | 61 | 4.6% |
| Q1 2019 | 269 | $2.0B | 97,498,088 | 39 | 101 | 66 | 3.7% |
| Q4 2018 | 264 | $1.7B | 97,250,076 | 4 | 6 | 9 | 3.4% |