Wallbox Ownership 2024 | Who Owns Wallbox Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

3.41%

Insider Ownership

69.30%

Retail Ownership

27.28%

Institutional Holders

19.00

Wallbox Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INVESCO LTD.1.79%0.00%3,570,55082,4092.36%4,677,421Jun 30, 2024
STIFEL FINANCIAL CORP0.96%0.00%1,909,852123,5556.92%2,501,906Jun 30, 2024
FIRST TRUST ADVISORS LP0.34%0.00%670,626-78,410-10.47%878,520Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.21%0.00%428,300428,300100.00%561,073Jun 30, 2024
TOROSO INVESTMENTS, LLC0.12%0.00%236,604-79,080-25.05%309,950Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.09%0.00%188,712-10,151-5.10%247,213Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC0.05%0.00%100,000-7,500-6.98%131,000Jun 30, 2024
UBS GROUP AG0.04%-70,204-3,868-5.22%91,967Jun 30, 2024
BANK OF AMERICA CORP /DE/0.03%-64,503-22,552-25.91%84,499Jun 30, 2024
MORGAN STANLEY0.03%-54,200-16,486-23.32%71,002Jun 30, 2024
J. STERN & CO. LLP0.03%0.01%50,00050,000100.00%65,500Jun 30, 2024
LPL FINANCIAL LLC0.01%-27,154470.17%35,572Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%0.00%23,455-540-2.25%30,718Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.01%0.00%23,39823,398100.00%30,651Jun 30, 2024
COLONY GROUP, LLC0.01%0.00%20,35220,352100.00%27,000Jun 30, 2024
GROUP ONE TRADING, L.P.0.01%0.00%20,03917,426666.90%26,251,000Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.0.01%0.00%19,720-280-1.40%25,833Jun 30, 2024
GOLDMAN SACHS GROUP INC0.01%-18,606-138-0.74%24,374Jun 30, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.0.01%0.00%10,000--13,100Jun 30, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)0.00%-9,485--12,209,000Jun 30, 2024

Wallbox's largest institutional shareholder is INVESCO LTD., holding 1.79% of the company's total share outstanding, currently valued at $4.68M. The top 10 institutional shareholders own together 3.65% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
J. STERN & CO. LLP0.03%0.01%50,00050,000100.00%65,500Jun 30, 2024
TOROSO INVESTMENTS, LLC0.12%0.00%236,604-79,080-25.05%309,950Jun 30, 2024
STIFEL FINANCIAL CORP0.96%0.00%1,909,852123,5556.92%2,501,906Jun 30, 2024
INVESCO LTD.1.79%0.00%3,570,55082,4092.36%4,677,421Jun 30, 2024
FIRST TRUST ADVISORS LP0.34%0.00%670,626-78,410-10.47%878,520Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC0.05%0.00%100,000-7,500-6.98%131,000Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.09%0.00%188,712-10,151-5.10%247,213Jun 30, 2024
HOEY INVESTMENTS, INC0.00%0.00%2,000--2,620Jun 30, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.0.01%0.00%10,000--13,100Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.01%0.00%23,39823,398100.00%30,651Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.21%0.00%428,300428,300100.00%561,073Jun 30, 2024
GROUP ONE TRADING, L.P.0.01%0.00%20,03917,426666.90%26,251,000Jun 30, 2024
SPIRE WEALTH MANAGEMENT0.00%0.00%2,000-1,000-33.33%2,620Jun 30, 2024
COLONY GROUP, LLC0.01%0.00%20,35220,352100.00%27,000Jun 30, 2024
CREWE ADVISORS LLC0.00%0.00%500--655Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%0.00%23,455-540-2.25%30,718Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.0.01%0.00%19,720-280-1.40%25,833Jun 30, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)0.00%-9,485--12,209,000Jun 30, 2024
UBS GROUP AG0.04%-70,204-3,868-5.22%91,967Jun 30, 2024
LPL FINANCIAL LLC0.01%-27,154470.17%35,572Jun 30, 2024

The largest Wallbox shareholder by % of total assets is J. STERN & CO. LLP. The company owns 50.00K shares of Wallbox (WBX), representing 0.01% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS ASSET MANAGEMENT AMERICAS INC0.21%0.00%428,300428,300100.00%561,073Jun 30, 2024
STIFEL FINANCIAL CORP0.96%0.00%1,909,852123,5556.92%2,501,906Jun 30, 2024
INVESCO LTD.1.79%0.00%3,570,55082,4092.36%4,677,421Jun 30, 2024
J. STERN & CO. LLP0.03%0.01%50,00050,000100.00%65,500Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.0.01%0.00%23,39823,398100.00%30,651Jun 30, 2024
COLONY GROUP, LLC0.01%0.00%20,35220,352100.00%27,000Jun 30, 2024
GROUP ONE TRADING, L.P.0.01%0.00%20,03917,426666.90%26,251,000Jun 30, 2024
ROYAL BANK OF CANADA0.00%-3,9392,678212.37%6,000Jun 30, 2024
LPL FINANCIAL LLC0.01%-27,154470.17%35,572Jun 30, 2024
WELLS FARGO & COMPANY/MN0.00%-3,000--3,930Jun 30, 2024
STEWARD PARTNERS INVESTMENT ADVISORY, LLC0.00%-100--131Jun 30, 2024
FIFTH THIRD BANCORP0.00%-700--917Jun 30, 2024
FEDERATION DES CAISSES DESJARDINS DU QUEBEC0.00%-2,329--3,051Jun 30, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)0.00%-9,485--12,209,000Jun 30, 2024
CREWE ADVISORS LLC0.00%0.00%500--655Jun 30, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.0.01%0.00%10,000--13,100Jun 30, 2024
HOEY INVESTMENTS, INC0.00%0.00%2,000--2,620Jun 30, 2024
GOLDMAN SACHS GROUP INC0.01%-18,606-138-0.74%24,374Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.0.01%0.00%19,720-280-1.40%25,833Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%0.00%23,455-540-2.25%30,718Jun 30, 2024

As of Jun 30 2024, Wallbox's largest institutional buyer is UBS ASSET MANAGEMENT AMERICAS INC. The company purchased 428.30K stocks of WBX, valued at $561.07K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TOROSO INVESTMENTS, LLC0.12%0.00%236,604-79,080-25.05%309,950Jun 30, 2024
FIRST TRUST ADVISORS LP0.34%0.00%670,626-78,410-10.47%878,520Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----37,205-100.00%-Jun 30, 2024
STATE STREET CORP----32,978-100.00%-Jun 30, 2024
TWO SIGMA SECURITIES, LLC----28,163-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/0.03%-64,503-22,552-25.91%84,499Jun 30, 2024
VIDENT ADVISORY, LLC----18,714-100.00%-Jun 30, 2024
MORGAN STANLEY0.03%-54,200-16,486-23.32%71,002Jun 30, 2024
VIRTU FINANCIAL LLC----16,293-100.00%-Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.09%0.00%188,712-10,151-5.10%247,213Jun 30, 2024
RAFFERTY ASSET MANAGEMENT, LLC----10,081-100.00%-Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC0.05%0.00%100,000-7,500-6.98%131,000Jun 30, 2024
UBS GROUP AG0.04%-70,204-3,868-5.22%91,967Jun 30, 2024
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.----1,280-100.00%-Jun 30, 2024
SPIRE WEALTH MANAGEMENT0.00%0.00%2,000-1,000-33.33%2,620Jun 30, 2024
GAMMA INVESTING LLC----844-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC0.00%-2,985-737-19.80%3,000Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%0.00%23,455-540-2.25%30,718Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.0.01%0.00%19,720-280-1.40%25,833Jun 30, 2024
GOLDMAN SACHS GROUP INC0.01%-18,606-138-0.74%24,374Jun 30, 2024

As of Jun 30 2024, Wallbox's biggest institutional seller is TOROSO INVESTMENTS, LLC. The company sold -79.08K shares of WBX, valued at $309.95K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS ASSET MANAGEMENT AMERICAS INC0.21%0.00%428,300428,300100.00%561,073Jun 30, 2024
J. STERN & CO. LLP0.03%0.01%50,00050,000100.00%65,500Jun 30, 2024
COLONY GROUP, LLC0.01%0.00%20,35220,352100.00%27,000Jun 30, 2024

Wallbox's largest new institutional shareholder by number of shares is UBS ASSET MANAGEMENT AMERICAS INC, purchased 428.30K shares, valued at $561.07K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC----37,205-100.00%-Jun 30, 2024
STATE STREET CORP----32,978-100.00%-Jun 30, 2024
TWO SIGMA SECURITIES, LLC----28,163-100.00%-Jun 30, 2024
VIDENT ADVISORY, LLC----18,714-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----16,293-100.00%-Jun 30, 2024
RAFFERTY ASSET MANAGEMENT, LLC----10,081-100.00%-Jun 30, 2024
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.----1,280-100.00%-Jun 30, 2024
GAMMA INVESTING LLC----844-100.00%-Jun 30, 2024

Wallbox's largest sold out institutional shareholder by shares sold is MILLENNIUM MANAGEMENT LLC, sold -37.20K shares, valued at -, as of undefined.

Wallbox Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
INVESCO EXCHANGE-TRADED FUND TRUST0.04%3,099,883103,2773.45%Jan 31, 2024
Amplify ETF Trust0.01%308,275168,018119.79%Mar 31, 2024
Tidal ETF Trust0.00%9,325--Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%161,172--Jan 31, 2024
Direxion Shares ETF Trust0.00%20,49312,068143.24%Jan 31, 2024
ETF Series Solutions0.00%1,958--Jan 31, 2024

Wallbox's largest mutual fund holder by % of total assets is "INVESCO EXCHANGE-TRADED FUND TRUST", owning 3.10M shares, compromising 0.04% of its total assets.

Wallbox Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2419-56.82%
31 Mar, 2444-10.20%
31 Dec, 234936.11%
30 Sep, 2336-2.70%
30 Jun, 2337-24.49%
31 Mar, 2349-2.00%
31 Dec, 225013.64%
30 Sep, 2244-8.33%
30 Jun, 2248-4.00%
31 Mar, 225013.64%
31 Dec, 21444300.00%
30 Sep, 211-

As of 30 Jun 24, 19 institutions are holding Wallbox's shares, representing a decrease of -56.82% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 246,819,237-11.90%
31 Mar, 247,740,405-41.55%
31 Dec, 2313,243,10118.51%
30 Sep, 2311,174,689-4.60%
30 Jun, 2311,713,631-14.54%
31 Mar, 2313,706,71326.28%
31 Dec, 2210,853,97326.43%
30 Sep, 228,585,16628.89%
30 Jun, 226,660,652-1.50%
31 Mar, 226,762,1223.99%
31 Dec, 216,502,73317804.00%
30 Sep, 2136,320-

Wallbox (WBX) has 6.82M shares outstanding as of 30 Jun 24, down -11.90% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 243.41%20.06%
31 Mar, 244.12%8.28%
31 Dec, 237.06%22.57%
30 Sep, 235.59%12.55%
30 Jun, 236.67%10.94%
31 Mar, 237.81%17.69%
31 Dec, 226.64%24.47%
30 Sep, 225.21%30.82%
30 Jun, 224.11%26.68%
31 Mar, 223.93%24.19%
31 Dec, 214.03%795733.33%
30 Sep, 210.02%-

As of 30 Jun 24, Wallbox is held by 3.41% institutional shareholders, representing a 20.06% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 245-66.67%
31 Mar, 2415-51.61%
31 Dec, 233172.22%
30 Sep, 2318-25.00%
30 Jun, 2324-7.69%
31 Mar, 2326-16.13%
31 Dec, 223119.23%
30 Sep, 222644.44%
30 Jun, 2218-28.00%
31 Mar, 2225-35.90%
31 Dec, 21393800.00%
30 Sep, 211-

5 institutional shareholders have increased their position in WBX stock as of 30 Jun 24 compared to 15 in the previous quarter (a -66.67% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 247-53.33%
31 Mar, 241566.67%
31 Dec, 239-30.77%
30 Sep, 231344.44%
30 Jun, 239-35.71%
31 Mar, 23147.69%
31 Dec, 221362.50%
30 Sep, 228-46.67%
30 Jun, 221550.00%
31 Mar, 2210-
31 Dec, 21--
30 Sep, 21--

7 institutional shareholders have reduced their position in WBX stock as of 30 Jun 24 compared to 15 in the previous quarter (a -53.33% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2419-56.82%6,819,237-11.90%3.41%20.06%5-66.67%7-53.33%
31 Mar, 2444-10.20%7,740,405-41.55%4.12%8.28%15-51.61%1566.67%
31 Dec, 234936.11%13,243,10118.51%7.06%22.57%3172.22%9-30.77%
30 Sep, 2336-2.70%11,174,689-4.60%5.59%12.55%18-25.00%1344.44%
30 Jun, 2337-24.49%11,713,631-14.54%6.67%10.94%24-7.69%9-35.71%
31 Mar, 2349-2.00%13,706,71326.28%7.81%17.69%26-16.13%147.69%
31 Dec, 225013.64%10,853,97326.43%6.64%24.47%3119.23%1362.50%
30 Sep, 2244-8.33%8,585,16628.89%5.21%30.82%2644.44%8-46.67%
30 Jun, 2248-4.00%6,660,652-1.50%4.11%26.68%18-28.00%1550.00%
31 Mar, 225013.64%6,762,1223.99%3.93%24.19%25-35.90%10-
31 Dec, 21444300.00%6,502,73317804.00%4.03%795733.33%393800.00%--
30 Sep, 211-36,320-0.02%-1---

Wallbox Peer Ownership


TickerCompany
ROGRogers Corporation
JBLJabil Inc.
APHAmphenol Corporation
REFRResearch Frontiers Incorporated
LINKInterlink Electronics, Inc.
LPTHLightPath Technologies, Inc.
KOPNKopin Corporation
MMATMeta Materials Inc.
GLWCorning Incorporated
FNFabrinet
VICRVicor Corporation
SANMSanmina Corporation
FLEXFlex Ltd.
DAKTDaktronics, Inc.
PLXSPlexus Corp.
OUSTOuster, Inc.
HOLOMicroCloud Hologram Inc.

WBX Ownership FAQ


Wallbox is owned by institutional shareholders (3.41%), insiders (69.30%), and public (27.28%). The largest institutional shareholder of Wallbox is INVESCO LTD. (1.79% of total shares) and the top mutual fund owner is INVESCO EXCHANGE-TRADED FUND TRUST (0.04% of total shares).

Wallbox's major institutional shareholders are INVESCO LTD., STIFEL FINANCIAL CORP, FIRST TRUST ADVISORS LP, UBS ASSET MANAGEMENT AMERICAS INC, and TOROSO INVESTMENTS, LLC. The top five shareholders own together 3.41% of the company's share outstanding.

As of Jun 2024, there are 19 institutional shareholders of Wallbox.

INVESCO LTD owns 3.57M shares of Wallbox, representing 1.79% of the company's total shares outstanding, valued at $4.68M (as of Jun 2024).

As of Jun 2024, STIFEL FINANCIAL CORP holds 1.91M shares of Wallbox (WBX), compromising 0.96% of the company, valued at $2.5M.

FIRST TRUST ADVISORS LP is the third largest holder of Wallbox. The company owns 670.63K of the company's shares outstanding (worth $878.52K).