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, Q1 2022
Institutional positions in Walgreens Boots Alliance, Inc. as of Mar 31, 2022. 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
- 1,312
- −36 vs. Q4 2021
- Shares held
- 500.4M
- +6.08M (+1.2%) vs. Q4 2021
- Total value
- $22.4B
- −$3.37B (−13.1%) vs. Q4 2021
- New holders
- 105
- 572 more added
- Sold out
- 141
- 435 more reduced
17 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 535 | $24.0K | 0.01% | −269−33.5% | Reduced |
| Tradition Wealth Management, LLC | 540 | $24.0K | 0.00% | −95−15.0% | Reduced |
| Dividend Assets Capital, LLC | 535 | $24.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 514 | $23.0K | 0.01% | −100−16.3% | Reduced |
| Stonebridge Capital Advisors LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 500 | $22.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 458 | $21.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 457 | $20.0K | 0.00% | +1+0.2% | Added |
| Operose Advisors LLC | 450 | $20.0K | 0.01% | +450 | New |
| Pin Oak Investment Advisors Inc | 424 | $19.0K | 0.02% | −159−27.3% | Reduced |
| Tradewinds Capital Management, LLC | 414 | $19.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 427 | $19.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 430 | $19.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 415 | $18.0K | 0.01% | −8−1.9% | Reduced |
| Baystate Wealth Management LLC | 393 | $18.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 393 | $18.0K | 0.00% | +2+0.5% | Added |
| Rosenberg Matthew Hamilton | 406 | $18.0K | 0.01% | +341+524.6% | Added |
| Stephenson National Bank & Trust | 385 | $17.0K | 0.01% | −100−20.6% | Reduced |
| Earnest Partners LLC | 370 | $17.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 370 | $17.0K | 0.02% | +4+1.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 355 | $16.0K | 0.01% | −3,045−89.6% | Reduced |
| Eagle Bay Advisors LLC | 363 | $16.0K | 0.01% | −517−58.8% | Reduced |
| Roble, Belko & Company, Inc | 348 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 366 | $16.0K | 0.00% | +26+7.6% | Added |
| EverSource Wealth Advisors, LLC | 344 | $16.0K | 0.00% | +113+48.9% | Added |
| Sandy Cove Advisors, LLC | 325 | $15.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 327 | $15.0K | 0.00% | +168+105.7% | Added |
| Financial Avengers, Inc. | 304 | $14.0K | 0.01% | +3+1.0% | Added |
| MV Capital Management, Inc. | 314 | $14.0K | 0.00% | +66+26.6% | Added |
| Bivin & Associates, Inc. | 316 | $14.0K | 0.01% | +61+23.9% | Added |
| Piscataqua Savings Bank | 287 | $13.0K | 0.01% | −150−34.3% | Reduced |
| Ulland Investment Advisors, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 297 | $13.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 284 | $13.0K | 0.01% | +284 | New |
| CarsonAllaria Wealth Management, Ltd. | 262 | $12.0K | 0.01% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 262 | $12.0K | 0.00% | +50+23.6% | Added |
| West Paces Advisors Inc. | 247 | $11.1K | 0.00% | +47+23.5% | Added |
| Thompson Siegel & Walmsley LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 241 | $11.0K | 0.00% | +3+1.3% | Added |
| Dark Forest Capital Management LP | 266 | $11.0K | 0.00% | +266 | New |
| Ten Capital Wealth Advisors, LLC | 222 | $10.0K | 0.00% | −237−51.6% | Reduced |
| Sargent Bickham Lagudis LLC | 204 | $10.0K | 0.00% | −181−47.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 226 | $10.0K | 0.00% | −63−21.8% | Reduced |
| Global Financial Private Client, LLC | 210 | $9.21K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 194 | $9.00K | 0.00% | −91−31.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 209 | $9.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 195 | $9.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 192 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $9.00K | 0.00% | +100+100.0% | Added |
| American National Bank | 199 | $9.00K | 0.00% | +161+423.7% | Added |
| 1832 Asset Management L.P. | 204 | $9.00K | 0.00% | +204 | New |
| First Personal Financial Services | 203 | $9.00K | 0.00% | +203 | New |
| Exchange Traded Concepts, LLC | 185 | $8.00K | 0.00% | −15,010−98.8% | Reduced |
| Charter Oak Capital Management, LLC | 180 | $8.00K | 0.00% | +23+14.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 164 | $7.00K | 0.00% | −100−37.9% | Reduced |
| Howe & Rusling Inc | 163 | $7.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 165 | $7.00K | 0.00% | +57+52.8% | Added |
| Cordant, Inc. | 155 | $7.00K | 0.00% | +155 | New |
| TD Ameritrade Investment Management, LLC | 132 | $6.00K | 0.00% | −6,707−98.1% | Reduced |
| Bogart Wealth, LLC | 143 | $6.00K | 0.00% | +2+1.4% | Added |
| Salem Investment Counselors Inc | 112 | $5.00K | 0.00% | −2,498−95.7% | Reduced |
| Mizuho Securities Co. Ltd. | 114 | $5.00K | 0.00% | +1+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 100 | $4.00K | 0.00% | −100−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 100 | $4.00K | 0.00% | −13−11.5% | Reduced |
| Cordasco Financial Network | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 93 | $4.00K | 0.00% | +23+32.9% | Added |
| Core Alternative Capital | 80 | $4.00K | 0.00% | +53+196.3% | Added |
| Loomis Sayles & Co L P | 83 | $4.00K | 0.00% | +83 | New |
| Disciplined Investments, LLC | 80 | $4.00K | 0.00% | +80 | New |
| CFS Investment Advisory Services, LLC | 180,423 | $4.00K | 0.02% | +180,423 | New |
| Estabrook Capital Management | 72 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 69 | $3.00K | 0.00% | +69 | New |
| Fure Financial Corp | 45 | $2.00K | 0.00% | −105−70.0% | Reduced |
| FinTrust Capital Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 37 | $2.00K | 0.00% | +1+2.8% | Added |
| Sierra Capital LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Lee Financial Co | 37 | $2.00K | 0.00% | +37 | New |
| Financial Management Professionals, Inc. | 48 | $2.00K | 0.00% | +48 | New |
| Heritage Wealth Management, LLC | 43 | $2.00K | 0.00% | +43 | New |
| RWM Asset Management, LLC | 31 | $1.00K | 0.00% | −96−75.6% | Reduced |
| USA Financial Portformulas Corp | 28 | $1.00K | 0.00% | 00.0% | Unchanged |