Box, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO /MA | 10/10/2025 | 1.94 M | $62.59 M | 2.81% | 1.34% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10/17/2025 | 813.39 K | $26.25 M | 58.88% | 0.56% |
| MIZUHO MARKETS AMERICAS LLC | 10/29/2025 | 646.15 K | $20.85 M | -9.03% | 0.45% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 611.24 K | $19.72 M | 100.00% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 971.06 K | $31.34 M | -26.00% | 0.67% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 845.18 K | $27.27 M | 5.45% | 0.58% |
| VANGUARD GROUP INC | 11/07/2025 | 18.49 M | $596.58 M | 2.77% | 12.76% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.37 M | $44.14 M | -8.55% | 0.94% |
| BLACKROCK, INC. | 11/12/2025 | 25.16 M | $811.93 M | 0.05% | 17.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 3.45 M | $111.20 M | 2.94% | 2.38% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.65 M | $85.57 M | 0.20% | 1.83% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 1.27 M | $41.10 M | 6.24% | 0.88% |
| NUVEEN, LLC | 11/12/2025 | 694.66 K | $22.42 M | 1.15% | 0.48% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 663.28 K | $21.40 M | 0.04% | 0.46% |
| UBS GROUP AG | 11/13/2025 | 7.85 M | $253.24 M | 0.00% | 5.42% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 4.45 M | $143.66 M | 7.62% | 3.07% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 3.91 M | $126.06 M | -8.02% | 2.70% |
| SEI INVESTMENTS CO | 11/13/2025 | 3.32 M | $107.03 M | 2.93% | 2.29% |
| UBS GROUP AG | 11/13/2025 | 3.22 M | $103.77 M | -2.27% | 2.22% |
| RGM CAPITAL, LLC | 11/13/2025 | 3.08 M | $99.35 M | -1.06% | 2.12% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2.59 M | $83.48 M | 57.04% | 1.79% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 1.70 M | $55.01 M | -1.54% | 1.18% |
| MACQUARIE GROUP LTD | 11/13/2025 | 1.70 M | $54.99 M | 9.54% | 1.18% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 1.69 M | $54.50 M | 28.75% | 1.17% |
| SUNRIVER MANAGEMENT LLC | 11/13/2025 | 1.52 M | $48.98 M | 31.02% | 1.05% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 1.29 M | $41.74 M | -32.90% | 0.89% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 1.26 M | $40.64 M | 8.13% | 0.87% |
| MARSHALL WACE, LLP | 11/13/2025 | 1.18 M | $38.10 M | 193.68% | 0.81% |
| INVESCO LTD. | 11/13/2025 | 1.11 M | $35.87 M | -2.63% | 0.77% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 816.01 K | $26.35 M | -31.20% | 0.56% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 682.32 K | $22.02 M | 19.46% | 0.47% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 647.24 K | $20.89 M | 58.82% | 0.45% |
| EARNEST PARTNERS LLC | 11/14/2025 | 7.70 M | $248.63 M | -1.13% | 5.32% |
| STATE STREET CORP | 11/14/2025 | 5.59 M | $180.32 M | -0.92% | 3.86% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.62 M | $116.92 M | -3.39% | 2.50% |
| MORGAN STANLEY | 11/14/2025 | 1.74 M | $56.30 M | -10.34% | 1.20% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.57 M | $50.60 M | -1.00% | 1.08% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.19 M | $38.45 M | 127.75% | 0.82% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 1.03 M | $33.21 M | -14.97% | 0.71% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.02 M | $32.85 M | 12.65% | 0.70% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 1.01 M | $32.57 M | -50.20% | 0.70% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 968.86 K | $31.27 M | -7.38% | 0.67% |
| ARISTOTLE CAPITAL BOSTON, LLC | 11/14/2025 | 889.11 K | $28.69 M | -1.66% | 0.61% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 809.50 K | $26.12 M | -62.91% | 0.56% |
| MAN GROUP PLC | 11/14/2025 | 792.23 K | $25.57 M | 106.14% | 0.55% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 765.13 K | $24.69 M | 100.00% | 0.53% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 695.30 K | $22.44 M | -20.94% | 0.48% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 600.00 K | $19.36 M | 0.00% | 0.41% |
| OBERWEIS ASSET MANAGEMENT INC/ | 11/17/2025 | 652.32 K | $21.05 M | -0.24% | 0.45% |
| JPMORGAN CHASE & CO | 11/26/2025 | 3.03 M | $97.87 M | -18.70% | 2.09% |
Box, Inc. institutional Ownership - FAQ's
During the previous two years, 570 institutional investors and hedge funds held shares of Box, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 25.16 M
VANGUARD GROUP INC: 18.49 M
EARNEST PARTNERS LLC: 7.7 M
STATE STREET CORP: 5.59 M
ACADIAN ASSET MANAGEMENT LLC: 4.45 M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 3.91 M
103.15% of Box, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 188.10 M shares in the last 24 months. This purchase volume represents approximately $5.92 B in transactions.