Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BOX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25.3M | $598.5M | +0.5% | 18.277% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.2M | $265.8M | — | 8.118% | 0.01% |
| 3 | EARNEST PARTNERS LLC | 7.3M | $172.7M | -2.9% | 5.273% | 0.71% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.2M | $147.0M | — | 4.488% | 0.00% |
| 5 | STATE STREET CORP | 5.7M | $134.3M | +1.8% | 4.101% | 0.00% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4.9M | $116.3M | +9.0% | 3.551% | 0.06% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.5M | $83.6M | +2.4% | 2.551% | 0.01% |
| 8 | BANK OF AMERICA CORP /DE/ | 3.4M | $79.2M | -3.4% | 2.419% | 0.01% |
| 9 | SEI INVESTMENTS CO | 3.2M | $75.6M | -4.0% | 2.309% | 0.07% |
| 10 | UBS Group AG | 3.0M | $71.6M | -38.7% | 2.187% | 0.01% |
| 11 | Squarepoint Ops LLC | 2.7M | $63.7M | +326.6% | 1.946% | 0.08% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $63.2M | +0.5% | 1.931% | 0.01% |
| 13 | MARSHALL WACE, LLP | 2.6M | $62.2M | +50.5% | 1.899% | 0.07% |
| 14 | CITADEL ADVISORS LLC | 2.5M | $59.4M | +314.8% | 1.815% | 0.03% |
| 15 | GOLDMAN SACHS GROUP INC | 2.5M | $58.2M | +1.9% | 1.777% | 0.01% |
| 16 | MORGAN STANLEY | 1.8M | $41.7M | -2.4% | 1.272% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $37.0M | +16.1% | 1.130% | 0.01% |
| 18 | NORTHERN TRUST CORP | 1.5M | $34.8M | +1.1% | 1.062% | 0.00% |
| 19 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.3M | $31.6M | -17.1% | 0.964% | 0.05% |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.3M | $31.2M | +60.7% | 0.934% | 0.01% |
| 21 | TWO SIGMA INVESTMENTS, LP | 1.3M | $29.8M | +33.4% | 0.910% | 0.02% |
| 22 | Man Group plc | 1.2M | $28.0M | +39.0% | 0.856% | 0.05% |
| 23 | JANUS HENDERSON GROUP PLC | 1.1M | $27.1M | +74.9% | 0.828% | 0.01% |
| 24 | FIRST TRUST ADVISORS LP | 1.1M | $26.1M | -5.2% | 0.797% | 0.02% |
| 25 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.0M | $24.3M | +4.4% | 0.743% | 0.13% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BOX — a direct measure of their conviction.
Filings activity in BOX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 388 | 3.2% | 89.29% | 35.73 pp | $3.14B | 29% |
| Q4 2025 | 401 | +3.4% | 125.02% | 14.88 pp | $4.40B | 11% |
| Q3 2025 | 388 | 4.7% | 139.90% | 17.95 pp | $4.92B | 11% |
| Q2 2025 | 407 | +8.2% | 157.85% | +29.17 pp | $5.55B | +23% |
| Q1 2025 | 376 | 3.3% | 128.68% | 12.03 pp | $4.53B | 8.6% |
| Q4 2024 | 389 | +2.1% | 140.71% | +15.97 pp | $4.95B | +13% |
| Q3 2024 | 381 | +14% | 124.74% | +23.34 pp | $4.39B | +23% |
| Q2 2024 | 335 | — | 101.40% | — | $3.57B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BOX stock.
Based on Q1 2026 13F filings, institutional ownership of Box, Inc. stands at 89.3%, held across 388 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BOX, with approximately 25,319,081 shares worth $0.60B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BOX, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for BOX is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
70 institutions opened new positions in BOX during Q1 2026, while 83 fully exited. 89 added to existing positions and 226 trimmed.
BOX institutional ownership fell by 35.73 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 55.6% of all reported 13F value in BOX, and the top 25 account for 75.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Box, Inc. (BOX) Institutional Ownership