Box Inc (BOX) Ownership

29.78 ↓0.17 (-0.57%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Box Inc (BOX), owning a total of 25.4 million shares. Combined, the top 38 institutional holders of BOX own 94.41% of the company with a total of 135.8 million shares.

In the latest ownership report on December 31st 2024, the top 38 institutional holders decreased their combined ownership of BOX by 1.1 million shares. 10 institutions bought 4,976,468 total additional shares and increased their ownership by an average of 26.31%. However 10 institutions sold 6,056,831 total shares and decreased their ownership by an average of 13.54%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Box decreased by a net total of -1,080,363 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	17.667%	-0.734%	25,403,467	-187,894	2024-12-31
Vanguard Group Inc	12.594%	-1.260%	18,108,623	-231,100	2024-12-31
Earnest Partners LLC	5.492%	2.100%	7,896,931	162,437	2024-12-31
State Street Corp	4.153%	6.195%	5,971,348	348,316	2024-12-31
UBS Group AG	2.424%	82.427%	3,485,449	1,574,849	2024-12-31
Bank of America Corp	2.414%	-7.860%	3,470,760	-296,070	2024-12-31
RGM Capital LLC	2.386%	-22.248%	3,431,314	-981,857	2024-12-31
Arrowstreet Capital Limited Partnership	2.355%	103.854%	3,386,370	1,725,197	2024-12-31
SEI Investments Co	2.286%	8.434%	3,286,619	255,623	2024-12-31
Geode Capital Management, LLC	2.244%	-0.735%	3,225,937	-23,886	2024-12-31
Dimensional Fund Advisors, Inc.	1.816%	0.438%	2,610,450	11,376	2024-12-31
Deutsche Bank AG	1.777%	-1.693%	2,555,099	-43,995	2024-12-31
Morgan Stanley - Brokerage Accounts	1.756%	-9.244%	2,524,184	-257,114	2024-12-31
JPMorgan Chase & Co	1.623%	-59.273%	2,333,475	-3,396,103	2024-12-31
Renaissance Technologies Corp	1.534%	11.816%	2,205,926	233,100	2024-12-31
Congress Asset Management Company, LLP	1.154%	17.484%	1,659,646	246,993	2024-12-31
Northern Trust Corp	1.153%	7.375%	1,657,127	113,822	2024-12-31
Wells Fargo & Co	1.136%	22.933%	1,633,647	304,755	2024-12-31
Macquarie Group Ltd	1.092%	-24.815%	1,570,244	-518,260	2024-12-31
Schroder Investment Management Group	1.023%	-7.574%	1,471,155	-120,552	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	17.667%	-0.734%	25,403,467	-187,894	2024-12-31
Vanguard Group Inc	12.594%	-1.260%	18,108,623	-231,100	2024-12-31
Earnest Partners LLC	5.492%	2.100%	7,896,931	162,437	2024-12-31
State Street Corp	4.153%	6.195%	5,971,348	348,316	2024-12-31
State Street Corporation	3.941%	62.506%	5,713,066	2,197,456	2024-03-31
UBS Group AG	2.424%	82.427%	3,485,449	1,574,849	2024-12-31
Bank of America Corp	2.414%	-7.860%	3,470,760	-296,070	2024-12-31
RGM Capital LLC	2.386%	-22.248%	3,431,314	-981,857	2024-12-31
Arrowstreet Capital Limited Partnership	2.355%	103.854%	3,386,370	1,725,197	2024-12-31
SEI Investments Co	2.286%	8.434%	3,286,619	255,623	2024-12-31
Geode Capital Management, LLC	2.244%	-0.735%	3,225,937	-23,886	2024-12-31
Champlain Investment Partners, LLC	2.137%	-0.665%	3,060,244	-20,470	2024-06-30
First Trust Advisors L.P.	1.884%	-1.246%	2,698,598	-34,050	2024-03-31
Dimensional Fund Advisors, Inc.	1.816%	0.438%	2,610,450	11,376	2024-12-31
Sumitomo Mitsui Trust Holdings Inc	1.777%	4.305%	2,559,390	105,631	2023-06-30
Deutsche Bank AG	1.777%	-1.693%	2,555,099	-43,995	2024-12-31
Morgan Stanley - Brokerage Accounts	1.756%	-9.244%	2,524,184	-257,114	2024-12-31
Jacobs Levy Equity Management, Inc.	1.688%	1.856%	2,425,176	44,190	2024-09-30
Loomis, Sayles & Company LP	1.650%	-6.241%	2,369,845	-157,746	2023-09-30
JPMorgan Chase & Co	1.623%	-59.273%	2,333,475	-3,396,103	2024-12-31
Renaissance Technologies Corp	1.534%	11.816%	2,205,926	233,100	2024-12-31
Acadian Asset Management LLC	1.457%	-0.536%	2,086,926	-11,254	2024-03-31
Freshford Capital Management LLC	1.237%	-12.907%	1,785,223	-264,558	2022-09-30
Congress Asset Management Company, LLP	1.154%	17.484%	1,659,646	246,993	2024-12-31
Northern Trust Corp	1.153%	7.375%	1,657,127	113,822	2024-12-31
Amvescap Plc.	1.131%	24.292%	1,638,683	320,268	2022-12-31
Wells Fargo & Co	1.136%	22.933%	1,633,647	304,755	2024-12-31
Credit Suisse First Boston (CSFB)	1.134%	-5.789%	1,624,205	-99,794	2024-03-31
ING Investment Management LLC	1.112%	-1.874%	1,610,470	-30,760	2022-12-31
Bank of New York Mellon Corp	1.120%	6.951%	1,603,725	104,228	2024-06-30
Sunriver Management LLC	1.094%	-13.801%	1,571,978	-251,681	2024-09-30
Macquarie Group Ltd	1.092%	-24.815%	1,570,244	-518,260	2024-12-31
Schroder Investment Management Group	1.023%	-7.574%	1,471,155	-120,552	2024-12-31
T. Rowe Price Associates, Inc.	1.018%	-0.558%	1,468,334	-8,236	2023-03-31
Aristotle Capital Boston, LLC	1.015%	2.989%	1,465,101	42,515	2023-03-31
Two Sigma Advisers, LLC	1.012%	-17.931%	1,459,600	-318,900	2022-12-31
Two Sigma Investments LLC	0.981%	-27.033%	1,396,080	-517,217	2022-06-30
FMR Inc	0.942%	-11.930%	1,340,144	-181,530	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Box Inc (BOX), owning a total of 8.9 million shares. Combined, the top 48 mutual fund holders of BOX own 55.07% of the company with a total of 79.2 million shares.

In the latest ownership report on March 31st 2025, the top 48 fund holders increased their combined ownership of BOX by 31 thousand shares. 2 funds bought 6,984 total additional shares and increased their ownership by an average of 0.10%. However 2 funds sold 38,044 total shares and decreased their ownership by an average of 0.67%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Box decreased by a net total of -31,060 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.180%	0.058%	8,886,134	5,128	2025-03-31
iShares Russell 2000 ETF	2.577%	-0.859%	3,705,614	-32,120	2025-03-31
iShares S&P Small-Cap 600 Growth ETF	0.911%	0.000%	1,309,384	0	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.866%	0.149%	1,245,565	1,856	2025-03-31
iShares Russell 2000 Growth ETF	0.866%	-0.473%	1,245,376	-5,924	2025-03-31
iShares Digital Security ETF USD Acc	0.574%	0.000%	825,635	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.180%	0.058%	8,886,134	5,128	2025-03-31
Vanguard Total Stock Mkt Idx Inv	3.018%	0.054%	4,339,053	2,333	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.900%	1.412%	4,177,938	58,149	2023-03-31
iShares Russell 2000 ETF	2.577%	-0.859%	3,705,614	-32,120	2025-03-31
Vanguard Small Cap Index	2.416%	0.082%	3,473,938	2,835	2025-02-28
Vanguard Information Technology ETF	1.987%	0.273%	2,856,384	7,767	2025-02-28
EARNEST Partners Smid Cap Core Founders	1.879%	-1.353%	2,702,175	-37,074	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.507%	-0.144%	2,166,495	-3,127	2025-02-28
Macquarie US Small Cap Core Equity	1.388%	0.341%	1,987,705	6,757	2024-03-31
Delaware US Small Cap Core Equity (SMA)	1.388%	0.341%	1,987,705	6,757	2024-03-31
Vanguard Extended Market Index Investor	1.378%	0.403%	1,984,311	7,958	2023-08-31
Vanguard Small Cap Growth Index Inv	1.357%	-0.558%	1,950,994	-10,944	2025-02-28
First Trust Dow Jones Internet ETF	1.195%	-0.169%	1,732,417	-2,936	2024-05-30
EARNEST Small Cap Value	1.067%	65,538.600%	1,532,004	1,529,670	2023-12-31
Fidelity Small Cap Index	0.968%	-1.838%	1,391,698	-26,062	2025-01-31
Harbor Small Cap Value Instl	0.954%	-1.510%	1,371,370	-21,027	2024-12-31
Delaware Small Cap Core I	0.951%	0.000%	1,366,072	0	2024-10-31
Fidelity® Small Cap Index	0.946%	2.845%	1,358,581	37,582	2023-10-31
T. Rowe Price Integrated US SmCapGrEq	0.913%	100.000%	1,312,342	656,171	2024-12-31
iShares S&P Small-Cap 600 Growth ETF	0.911%	0.000%	1,309,384	0	2025-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.873%	-0.143%	1,265,501	-1,813	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.866%	0.149%	1,245,565	1,856	2025-03-31
iShares Russell 2000 Growth ETF	0.866%	-0.473%	1,245,376	-5,924	2025-03-31
Champlain Small Company Adv	0.862%	-1.594%	1,235,000	-20,000	2024-06-30
MUKAM Cyber Security Equity Mother Fund	0.852%	-47.675%	1,227,825	-1,118,730	2022-12-06
Macquarie Small Cap Core I	0.779%	11.089%	1,119,593	111,756	2025-02-28
BlackRock Global Equity Mkt Netrl Instl	0.778%	43.567%	1,118,090	339,298	2025-02-28
Congress Small Cap Growth Institutional	0.748%	0.000%	1,075,000	0	2025-02-28
Invesco Discovery A	0.735%	0.000%	1,060,638	0	2023-02-28
T. Rowe Price Integrated US Sm Gr Eq	0.733%	0.000%	1,058,700	0	2023-12-31
TRP Integrated US Small-Cap Gr Eq	0.737%	0.714%	1,058,700	7,500	2023-09-30
T. Rowe Price QM US Small-Cap Gr Eq	0.729%	0.000%	1,051,200	0	2023-03-31
Vanguard Tax-Managed Small Cap Adm	0.700%	0.000%	1,005,750	0	2025-02-28
Vanguard Explorer Inv	0.687%	-6.831%	986,459	-72,324	2023-09-30
Champlain Small Company Fund, LLC	0.663%	-26.125%	949,910	-335,925	2024-09-30
Invesco OFI Small Cap Growth	0.621%	36.064%	895,879	237,455	2022-12-31
Stephens SMID Select Growth	0.608%	0.000%	872,344	0	2023-09-30
Small Company Equity - FTWA	0.598%	0.000%	863,438	863,438	2022-06-30
Loomis Sayles Small Cap Growth Instl	0.594%	0.000%	860,495	0	2023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.595%	0.000%	855,903	0	2025-02-28
American Century U.S. Small Cap Growth	0.583%	0.000%	841,228	0	2022-12-31
American Century U.S. Small Cap Gr SMA	0.591%	5.759%	841,228	45,806	2022-09-30
American Century Small Cap Growth Inv	0.589%	5.759%	841,228	45,806	2022-09-30
iShares Digital Security ETF USD Acc	0.574%	0.000%	825,635	0	2025-03-31
JPMorgan Small Cap Growth A	0.565%	-0.838%	812,808	-6,868	2025-01-31
Global X Cloud Computing ETF	0.560%	0.000%	807,961	0	2024-02-29
Old Westbury Small & Mid Cap Strategies	0.557%	0.000%	800,000	0	2023-10-31
Fidelity Extended Market Index	0.552%	-1.909%	793,598	-15,442	2024-12-31