Walgreens Boots Alliance, Inc.
WBADelisted Aug 28, 2025- Industry
- Retail-Drug Stores and Proprietary Stores
- SEC CIK
- 0001618921
Walgreens Boots Alliance, Inc. was delisted on Aug 28, 2025; its insiders filed their last Form 4 on Aug 28, 2025; 808 institutions reported holding it in 13F filings for Q2 2025, worth $6.26B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q4 2021
Institutional positions in Walgreens Boots Alliance, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,365
- +153 vs. Q3 2021
- Shares held
- 494.9M
- +6.14M (+1.3%) vs. Q3 2021
- Total value
- $25.8B
- +$2.81B (+12.2%) vs. Q3 2021
- New holders
- 243
- 480 more added
- Sold out
- 90
- 467 more reduced
23 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WBA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 31 | $30.1K |
| Q1 2026 | 33 | $825.2K |
| Q4 2025 | 36 | $2.81M |
| Q3 2025 | 45 | $6.27M |
| Q2 2025 | 808 | $6.26B |
| Q1 2025 | 852 | $6.01B |
| Q4 2024 | 882 | $5.02B |
| Q3 2024 | 880 | $4.63B |
| Q2 2024 | 934 | $6.29B |
| Q1 2024 | 994 | $11.1B |
| Q4 2023 | 1,072 | $13.2B |
| Q3 2023 | 1,047 | $11.0B |
| Q2 2023 | 1,149 | $14.4B |
| Q1 2023 | 1,239 | $17.5B |
| Q4 2022 | 1,277 | $18.8B |
| Q3 2022 | 1,181 | $15.5B |
| Q2 2022 | 1,291 | $19.0B |
| Q1 2022 | 1,312 | $22.4B |
| Q4 2021 | 1,365 | $25.8B |
| Q3 2021 | 1,235 | $23.0B |
| Q2 2021 | 1,279 | $25.5B |
| Q1 2021 | 1,291 | $27.0B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 7,568 | $395.0K | 0.17% | +143+1.9% | Added |
| Trust Co of Virginia | 7,582 | $395.0K | 0.04% | +267+3.7% | Added |
| Paradigm Financial Advisors, LLC | 7,553 | $394.0K | 0.09% | −5,125−40.4% | Reduced |
| NBT Bank N A | 7,548 | $394.0K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 7,550 | $394.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Group | 7,547 | $394.0K | 0.08% | +182+2.5% | Added |
| Conning Inc. | 7,526 | $393.0K | 0.01% | +814+12.1% | Added |
| Spire Wealth Management | 7,751 | $393.0K | 0.01% | +3,397+78.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 7,515 | $392.0K | 0.13% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 7,491 | $391.0K | 0.04% | +1,376+22.5% | Added |
| Avidian Wealth Solutions, LLC | 7,453 | $389.0K | 0.02% | −807−9.8% | Reduced |
| Welch Group, LLC | 7,436 | $388.0K | 0.02% | −1,064−12.5% | Reduced |
| EP Wealth Advisors, LLC | 7,405 | $386.0K | 0.01% | −295−3.8% | Reduced |
| First National Bank of South Miami | 7,354 | $384.0K | 0.23% | +1,277+21.0% | Added |
| Shilanski & Associates, Inc. | 7,352 | $383.0K | 0.16% | −911−11.0% | Reduced |
| Armbruster Capital Management, Inc. | 7,300 | $381.0K | 0.09% | 00.0% | Unchanged |
| Krilogy Financial LLC | 7,210 | $376.0K | 0.04% | −97−1.3% | Reduced |
| Berkshire Asset Management LLC | 7,206 | $376.0K | 0.02% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,164 | $374.0K | 0.02% | 00.0% | Unchanged |
| Markston International LLC | 7,146 | $373.0K | 0.38% | −2,502−25.9% | Reduced |
| Washington Trust Bank | 7,150 | $373.0K | 0.04% | 00.0% | Unchanged |
| Resource Management, LLC | 7,126 | $372.0K | 0.04% | +154+2.2% | Added |
| Blue Chip Partners, Inc. | 7,107 | $371.0K | 0.05% | +68+1.0% | Added |
| BTC Capital Management, Inc. | 7,090 | $370.0K | 0.04% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 7,092 | $370.0K | 0.17% | +189+2.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 7,072 | $369.0K | 0.06% | −3,149−30.8% | Reduced |
| Harbor Investment Advisory, LLC | 7,083 | $369.0K | 0.05% | −1,517−17.6% | Reduced |
| Mairs & Power Inc | 7,075 | $369.0K | 0.00% | −150−2.1% | Reduced |
| Summit Asset Management, LLC | 7,031 | $367.0K | 0.10% | +123+1.8% | Added |
| Perfromance Wealth Partners, LLC | 7,040 | $367.0K | 0.01% | +7,040 | New |
| Fort Sheridan Advisors LLC | 6,930 | $361.0K | 0.10% | +2,265+48.6% | Added |
| Heartwood Wealth Advisors LLC | 6,901 | $360.0K | 0.05% | +730+11.8% | Added |
| ExodusPoint Capital Management, LP | 6,889 | $359.0K | 0.00% | −45,102−86.7% | Reduced |
| Fairhaven Wealth Management, LLC | 6,852 | $357.0K | 0.14% | −99−1.4% | Reduced |
| Centric Wealth Management | 6,849 | $357.0K | 0.12% | −49−0.7% | Reduced |
| Horizon Investment Services, LLC | 6,836 | $357.0K | 0.16% | +26+0.4% | Added |
| TD Ameritrade Investment Management, LLC | 6,839 | $357.0K | 0.00% | −598−8.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,797 | $355.0K | 0.06% | +130+1.9% | Added |
| Quadrant Capital Group LLC | 6,782 | $354.0K | 0.04% | −74−1.1% | Reduced |
| Smithfield Trust Co | 6,799 | $354.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,768 | $353.0K | 0.02% | +740+12.3% | Added |
| Cary Street Partner Investment Advisory LLC | 6,777 | $353.0K | 0.10% | +6,777 | New |
| Kowal Investment Group, LLC | 6,741 | $352.0K | 0.10% | +66+1.0% | Added |
| Well Done, LLC | 6,723 | $351.0K | 0.07% | +6,723 | New |
| Thrive Wealth Management, LLC | 6,718 | $350.0K | 0.12% | +6,718 | New |
| Journey Advisory Group, LLC | 6,665 | $348.0K | 0.10% | −130−1.9% | Reduced |
| Blue Edge Capital, LLC | 6,666 | $347.7K | 0.07% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 6,664 | $347.0K | 0.10% | −1,102−14.2% | Reduced |
| Coastline Trust Co | 6,600 | $344.0K | 0.04% | −600−8.3% | Reduced |
| Prospector Partners LLC | 6,580 | $343.0K | 0.04% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 6,571 | $343.0K | 0.10% | +6,571 | New |
| Boston Financial Mangement LLC | 6,525 | $340.0K | 0.01% | +1,000+18.1% | Added |
| Sentry Investment Management LLC | 6,510 | $340.0K | 0.09% | +6,510 | New |
| Crestwood Advisors Group LLC | 6,520 | $340.0K | 0.01% | +6,520 | New |
| Abundance Wealth Counselors | 6,525 | $340.0K | 0.09% | +6,525 | New |
| Act Wealth Management, LLC | 6,500 | $339.0K | 0.20% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,486 | $338.0K | 0.04% | −343−5.0% | Reduced |
| Peoples Financial Services Corp. | 6,475 | $338.0K | 0.13% | −100−1.5% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,461 | $337.0K | 0.11% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,460 | $337.0K | 0.20% | 00.0% | Unchanged |
| Cowa, LLC | 6,457 | $337.0K | 0.17% | +1,002+18.4% | Added |
| Quest Capital Management Inc | 6,438 | $336.0K | 0.06% | +728+12.7% | Added |
| Beck Mack & Oliver LLC | 6,425 | $335.0K | 0.01% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,425 | $335.0K | 0.30% | +6,425 | New |
| Mayflower Financial Advisors, LLC | 6,394 | $334.0K | 0.04% | +30+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,395 | $334.0K | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,385 | $333.0K | 0.01% | +151+2.4% | Added |
| Brave Asset Management Inc | 6,369 | $332.0K | 0.09% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,351 | $331.0K | 0.09% | 00.0% | Unchanged |
| First Nebraska Trust Co | 6,319 | $329.6K | 0.04% | −618−8.9% | Reduced |
| Osterweis Capital Management Inc | 6,311 | $329.0K | 0.02% | −213−3.3% | Reduced |
| Cozad Asset Management Inc | 6,303 | $329.0K | 0.05% | −100−1.6% | Reduced |
| Purus Wealth Management, LLC | 6,291 | $328.0K | 0.21% | +60+1.0% | Added |
| Woodmont Investment Counsel LLC | 6,275 | $327.0K | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,267 | $327.0K | 0.09% | +6,267 | New |
| RE Dickinson Investment Advisors, LLC | 6,263 | $327.0K | 0.25% | +6,263 | New |
| Proequities, Inc. | 6,236 | $325.0K | 0.02% | −284−4.4% | Reduced |
| Pitcairn Co | 6,201 | $323.0K | 0.02% | −253−3.9% | Reduced |
| Cornerstone Wealth Management, LLC | 6,203 | $323.0K | 0.03% | +81+1.3% | Added |
| Kaizen Financial Strategies | 6,146 | $321.0K | 0.24% | −173−2.7% | Reduced |
| Plimoth Trust Co LLC | 6,135 | $320.0K | 0.08% | −1,375−18.3% | Reduced |
| Successful Portfolios LLC | 6,108 | $319.0K | 0.17% | 00.0% | Unchanged |
| Advisor Resource Council | 6,110 | $319.0K | 0.02% | +6,110 | New |
| Reuter James Wealth Management, LLC | 6,120 | $319.0K | 0.12% | +6,120 | New |
| Indiana Trust & Investment Management CO | 6,028 | $314.0K | 0.15% | 00.0% | Unchanged |
| Insight Folios Inc | 5,996 | $313.0K | 0.15% | +281+4.9% | Added |
| Mathes Company, Inc. | 6,000 | $313.0K | 0.11% | +6,000 | New |
| Wealth Alliance | 5,996 | $313.0K | 0.06% | +5,996 | New |
| Mission Wealth Management, LP | 5,982 | $312.0K | 0.01% | +59+1.0% | Added |
| Hixon Zuercher, LLC | 5,987 | $312.0K | 0.16% | +59+1.0% | Added |
| Procyon Private Wealth Partners, LLC | 5,966 | $311.0K | 0.07% | +5,966 | New |
| Baxter Bros Inc | 5,942 | $310.0K | 0.04% | +20.0% | Added |
| Sequoia Financial Advisors, LLC | 5,918 | $309.0K | 0.01% | +5,918 | New |
| Wilkins Investment Counsel Inc | 5,900 | $308.0K | 0.07% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5,894 | $307.0K | 0.01% | −362−5.8% | Reduced |
| Financial Engines Advisors L.L.C. | 5,835 | $304.0K | 0.00% | +5,835 | New |
| Stratos Wealth Advisors, LLC | 5,808 | $303.0K | 0.02% | +40+0.7% | Added |
| Lumature Wealth Partners, LLC | 5,803 | $303.0K | 0.12% | +1,034+21.7% | Added |
| Valeo Financial Advisors, LLC | 5,792 | $302.0K | 0.02% | −225−3.7% | Reduced |
| Logan Capital Management Inc | 5,765 | $301.0K | 0.01% | 00.0% | Unchanged |