Wallbox Ownership | Who Owns Wallbox?


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Wallbox Ownership Summary


Wallbox is owned by 3.97% institutional investors, 56.63% insiders, and 39.40% retail investors. Invesco is the largest institutional shareholder, holding 1.79% of WBX shares. Invesco WilderHill Clean Energy ETF is the top mutual fund, with 1.53% of its assets in Wallbox shares.

WBX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockWallbox3.97%56.63%39.40%
SectorTechnology Stocks 54.54%11.27%34.19%
IdeaEV Charging Stocks List16.51%15.87%67.62%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Invesco3.57M1.79%$4.68M
Stifel financial1.91M0.96%$2.50M
First trust advisors lp670.63K0.34%$878.52K
Healthcare of ontario pension plan trust fund188.71K0.09%$247.21K
Kestra advisory services100.00K0.05%$131.00K
Jane street group86.33K0.04%$113.09K
Ubs group70.20K0.04%$91.97K
Bank of america corp /de/64.50K0.03%$84.50K
Morgan stanley54.20K0.03%$71.00K
J. stern & co. llp50.00K0.03%$65.50K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
J. stern & co. llp50.00K0.01%$65.50K
Stifel financial1.91M0.00%$2.50M
Invesco3.57M0.00%$4.68M
First trust advisors lp670.63K0.00%$878.52K
Healthcare of ontario pension plan trust fund188.71K0.00%$247.21K
Kestra advisory services100.00K0.00%$131.00K
Hoey investments2.00K0.00%$2.62K
Mesirow financial investment management10.00K0.00%$13.10K
Alyeska investment group23.40K0.00%$30.65K
Crewe advisors500.000.00%$655.00

Top Buyers

HolderShares% AssetsChange
Stifel financial1.91M0.00%123.56K
Invesco3.57M0.00%82.41K
Jane street group86.33K-69.28K
J. stern & co. llp50.00K0.01%50.00K
Alyeska investment group23.40K0.00%23.40K

Top Sellers

HolderShares% AssetsChange
Ubs asset management americas---428.30K
Toroso investments---236.60K
First trust advisors lp670.63K0.00%-78.41K
Millennium management---37.20K
Susquehanna group, llp---36.80K

New Positions

HolderShares% AssetsChangeValue
J. stern & co. llp50.00K0.01%50.00K$65.50K

Sold Out

HolderChange
Gamma investing-844.00
Mine & arao wealth creation & management, llc.-1.28K
Citigroup-1.50K
Spire wealth management-2.00K
Citadel advisors-2.83K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202433-2.94%7,510,120-1.57%327.21%1536.36%9-35.71%
Jun 30, 202434-22.73%7,629,791-1.43%322.45%11-21.43%14-6.67%
Mar 31, 202444-12.00%7,740,405-41.56%48.28%14-56.25%1566.67%
Dec 31, 20235035.14%13,245,43018.52%722.57%3268.42%9-30.77%
Sep 30, 202337-5.13%11,175,833-33.53%56.09%19-24.00%1344.44%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Invesco WilderHill Clean Energy ETF3.82M1.53%-
First Trust NASDAQ® Cln Edge® GrnEngyETF629.15K0.25%-1.73K
UBS (Lux) Energy Evolution Eq SB USD Acc205.00K0.08%-103.30K
Renta 4 Megatendencias Medio Amb I FI45.00K0.02%-
Controlfida Alp Green UCITS A Ins20.09K0.01%-5.38K
Koala Capital SICAV15.00K0.01%-
Electric Vehicle Charging Infras ETF Acc12.95K0.01%-3.84K
Deep Value International FI12.00K0.00%-
Fst Tr Nasdaq®ClnEg®GrnEyUCITS ETF A Acc11.35K0.00%-
Carbon Collective Climate Sol US Eq ETF8.35K0.00%-

WBX Ownership FAQ


Who owns the most shares of Wallbox?

Wallbox’s largest shareholders are Invesco (3.57M shares, 1.79%), Stifel financial (1.91M shares, 0.96%), and First trust advisors lp (670.63K shares, 0.34%). Together, they hold 3.08% of Wallbox’s total shares outstanding.

Does Blackrock own Wallbox?

BlackRock is not among the top 10 institutional shareholders of Wallbox.

Who is Wallbox’s biggest shareholder by percentage of total assets invested?

J. stern & co. llp is Wallbox’s biggest shareholder by percentage of total assets invested, with 0.01% of its assets in 50K Wallbox shares, valued at 65.5K$.

Who is the top mutual fund holder of Wallbox shares?

Invesco WilderHill Clean Energy ETF is the top mutual fund holder of Wallbox shares, with 1.53% of its total shares outstanding invested in 3.82M Wallbox shares.

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