BOX INC — Institutional Ownership

Which tracked institutions hold BOX, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

35
Funds holding
$1572127154
Total value held
Buying
23 added/new · 11 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $693188005 44015340 +3041259 +7.42%
2 State Street Corp $170474131 19348904 +4709654 +32.17%
3 Ubs Group Ag $95932265 8430756 +8430756 NEW BUY
4 Bank Of America Corp /De/ $91999483 3466446 +115247 +3.44%
5 Sei Investments Co $83611649 3150393 -48057 -1.50%
6 Goldman Sachs Group Inc $60557900 2296208 -180139 -7.27%
7 Jpmorgan Chase & Co $55830996 8822649 -5908574 -40.11%
8 Morgan Stanley $54076262 12218829 -2761732 -18.44%
9 Invesco Ltd. $45526123 29345496 +29345496 NEW BUY
10 Northern Trust Corp $40670665 1532429 +60716 +4.13%
11 Principal Financial Group Inc $27146759 1022862 +11941 +1.18%
12 Janus Henderson Group Plc $27141253 1147381 +1147381 NEW BUY
13 Royal Bank Of Canada $23524000 3257578 +1153208 +54.80%
14 Bank Of New York Mellon Corp $22010821 1021972 -64814 -5.96%
15 Federated Hermes, Inc. $13675212 515268 +515268 NEW BUY
16 Ameriprise Financial Inc $11965554 450861 +450861 NEW BUY
17 Bank Of Montreal /Can/ $11681345 9579134 +43329 +0.45%
18 Wells Fargo & Company/Mn $7966313 300163 +70152 +30.50%
19 Toronto Dominion Bank $7312513 7500673 -499327 -6.24%
20 Citigroup Inc $6860192 258485 +108768 +72.65%
21 Prudential Financial Inc $4959185 186857 -117142 -38.53%
22 Nomura Holdings Inc $3686884 138918 +138918 NEW BUY
23 Barclays Plc $3612307 136108 +50476 +58.95%
24 Franklin Resources Inc $2648058 590973 -6951196 -92.16%
25 Fifth Third Bancorp $1964585 83656 -327 -0.39%
26 Raymond James Financial Inc $1100850 76155 -4818 -5.95%
27 Us Bancorp \De\ $1002071 37757 -4 -0.01%
28 Stifel Financial Corp $696387 26239 +26239 NEW BUY
29 Pnc Financial Services Group, Inc. $429869 16197 +2179 +15.54%
30 Allstate Corp $388758 14648 +14648 NEW BUY
31 Truist Financial Corp $352106 13267 +3721 +38.98%
32 Jefferies Financial Group Inc. $126255 130000 +130000 NEW BUY
33 Atlantic Union Bankshares Corp $4645 175 Held
34 Zions Bancorporation, National Association /Ut/ $3105 117 +117 NEW BUY
35 Amalgamated Financial Corp. $648 22312 +22312 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.