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, Q3 2022
Institutional positions in Walgreens Boots Alliance, Inc. as of Sep 30, 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
- 1,181
- −93 vs. Q2 2022
- Shares held
- 493.4M
- −6.19M (−1.2%) vs. Q2 2022
- Total value
- $15.5B
- −$3.44B (−18.1%) vs. Q2 2022
- New holders
- 81
- 485 more added
- Sold out
- 174
- 439 more reduced
17 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 7,592 | $236.0K | 0.01% | −1,428−15.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,510 | $236.0K | 0.03% | +1,246+19.9% | Added |
| Williams Jones Wealth Management, LLC. | 7,538 | $237.0K | 0.00% | −4,176−35.6% | Reduced |
| Isthmus Partners, LLC | 7,545 | $237.0K | 0.04% | −508−6.3% | Reduced |
| Clearstead Advisors, LLC | 7,592 | $238.0K | 0.02% | −13,482−64.0% | Reduced |
| MBM Wealth Consultants, LLC | 7,325 | $238.0K | 0.11% | −693−8.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 7,619 | $239.0K | 0.03% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 7,601 | $239.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 7,652 | $240.0K | 0.01% | −9,033−54.1% | Reduced |
| Western Wealth Management, LLC | 7,651 | $240.0K | 0.01% | +136+1.8% | Added |
| Insight Folios Inc | 7,708 | $242.0K | 0.12% | +997+14.9% | Added |
| GHP Investment Advisors, Inc. | 7,742 | $243.0K | 0.02% | −2,236−22.4% | Reduced |
| LMCG Investments, LLC | 7,751 | $243.0K | 0.02% | −195−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 7,736 | $243.0K | 0.03% | +115+1.5% | Added |
| Albert D Mason Inc | 7,755 | $244.0K | 0.20% | −40−0.5% | Reduced |
| Prospector Partners LLC | 7,830 | $246.0K | 0.04% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 7,870 | $247.0K | 0.00% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 7,851 | $247.0K | 0.02% | +231+3.0% | Added |
| Paulson Wealth Management Inc. | 7,858 | $247.0K | 0.13% | +7,858 | New |
| First Heartland Consultants, Inc. | 7,926 | $248.0K | 0.04% | +251+3.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,946 | $250.0K | 0.00% | −2,725−25.5% | Reduced |
| Riverwater Partners LLC | 8,000 | $251.0K | 0.25% | +8,000 | New |
| LeJeune Puetz Investment Counsel LLC | 8,015 | $252.0K | 0.10% | +500+6.7% | Added |
| Pekin Hardy Strauss, Inc. | 8,052 | $253.0K | 0.04% | −177−2.2% | Reduced |
| Prospera Financial Services Inc | 8,044 | $253.0K | 0.01% | +427+5.6% | Added |
| Affinity Capital Advisors, LLC | 8,104 | $254.0K | 0.09% | +415+5.4% | Added |
| Schnieders Capital Management LLC | 8,085 | $254.0K | 0.07% | +2,571+46.6% | Added |
| Sumitomo Life Insurance Co | 8,134 | $255.0K | 0.01% | −500−5.8% | Reduced |
| Grimes & Company, Inc. | 8,111 | $255.0K | 0.01% | −276−3.3% | Reduced |
| Wahed Invest LLC | 8,107 | $255.0K | 0.16% | +435+5.7% | Added |
| Asset Management Corp | 8,168 | $256.0K | 0.20% | −370−4.3% | Reduced |
| Nwam LLC | 8,152 | $256.0K | 0.02% | +389+5.0% | Added |
| Proequities, Inc. | 8,155 | $256.0K | 0.02% | +2,110+34.9% | Added |
| Tiemann Investment Advisors, LLC | 8,225 | $258.0K | 0.17% | −7,000−46.0% | Reduced |
| Flputnam Investment Management Co | 8,210 | $258.0K | 0.01% | −1,432−14.9% | Reduced |
| Jones Financial Companies LLLP | 8,232 | $258.0K | 0.00% | +31+0.4% | Added |
| Boston Trust Walden Corp | 8,262 | $259.0K | 0.00% | −2,500−23.2% | Reduced |
| Personal Capital Advisors Corp | 8,255 | $259.0K | 0.00% | +474+6.1% | Added |
| Prio Wealth Limited Partnership | 8,380 | $263.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 8,407 | $264.0K | 0.12% | +20+0.2% | Added |
| Triangle Securities Wealth Management | 8,416 | $264.0K | 0.11% | +8,416 | New |
| Wealth Enhancement Advisory Services, LLC | 8,696 | $265.0K | 0.00% | −3,019−25.8% | Reduced |
| Oarsman Capital, Inc. | 8,453 | $265.0K | 0.14% | +94+1.1% | Added |
| Equitable Trust Co | 8,482 | $266.0K | 0.02% | −5,455−39.1% | Reduced |
| Powers Advisory Group, LLC | 8,462 | $266.0K | 0.21% | −236−2.7% | Reduced |
| AlphaStar Capital Management, LLC | 8,511 | $267.0K | 0.03% | −12,127−58.8% | Reduced |
| Perigon Wealth Management, LLC | 8,534 | $268.0K | 0.02% | −129−1.5% | Reduced |
| Chilton Capital Management LLC | 8,529 | $268.0K | 0.02% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 8,534 | $268.0K | 0.26% | 00.0% | Unchanged |
| Change Path, LLC | 8,562 | $269.0K | 0.02% | +1,048+13.9% | Added |
| Sandy Spring Bank | 8,600 | $270.0K | 0.02% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 8,608 | $270.0K | 0.02% | +1,432+20.0% | Added |
| ASB Consultores, LLC | 8,700 | $273.0K | 0.13% | −1,700−16.3% | Reduced |
| Meeder Asset Management Inc | 8,694 | $273.0K | 0.02% | −1,433−14.2% | Reduced |
| Wellington Shields Capital Management, LLC | 8,685 | $273.0K | 0.06% | −600−6.5% | Reduced |
| Cobblestone Capital Advisors LLC | 8,684 | $273.0K | 0.02% | −400−4.4% | Reduced |
| Hexagon Capital Partners LLC | 8,752 | $275.0K | 0.08% | +1,257+16.8% | Added |
| Kovack Advisors, Inc. | 8,761 | $275.0K | 0.04% | +1,615+22.6% | Added |
| Tectonic Advisors LLC | 8,772 | $275.0K | 0.05% | +1,727+24.5% | Added |
| Cowa, LLC | 8,778 | $276.0K | 0.18% | −3,168−26.5% | Reduced |
| Athena Investment Management | 8,786 | $276.0K | 0.23% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,800 | $276.3K | 0.00% | −1,286−12.8% | Reduced |
| Advisor OS, LLC | 8,825 | $277.0K | 0.08% | +83+0.9% | Added |
| Legal Advantage Investments, Inc. | 8,855 | $278.0K | 0.26% | +30.0% | Added |
| Clark Financial Services Group Inc | 8,847 | $278.0K | 0.29% | +8,847 | New |
| Inspirion Wealth Advisors, LLC | 8,877 | $279.0K | 0.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 8,908 | $280.0K | 0.01% | −745−7.7% | Reduced |
| HM Payson & Co | 8,930 | $280.0K | 0.01% | +2,300+34.7% | Added |
| Longfellow Investment Management Co LLC | 8,962 | $281.0K | 0.06% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 8,940 | $281.0K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 8,984 | $282.0K | 0.08% | −1,734−16.2% | Reduced |
| Cigna Investments Inc | 8,971 | $282.0K | 0.06% | −183−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 8,982 | $282.0K | 0.01% | −124−1.4% | Reduced |
| Grandview Asset Management LLC | 9,000 | $283.0K | 0.18% | −4,600−33.8% | Reduced |
| Boothbay Fund Management, LLC | 9,052 | $284.0K | 0.01% | +9,052 | New |
| Oxinas Partners Wealth Management LLC | 9,038 | $284.0K | 0.23% | +9,038 | New |
| CPWM, LLC | 9,211 | $289.0K | 0.03% | −13,191−58.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,211 | $289.0K | 0.01% | −30.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,210 | $289.0K | 0.06% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 9,252 | $290.0K | 0.18% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9,277 | $291.0K | 0.04% | +20.0% | Added |
| Vance Wealth, Inc. | 9,307 | $292.0K | 0.22% | 00.0% | Unchanged |
| Ci Investments Inc. | 9,291 | $292.0K | 0.00% | +1,045+12.7% | Added |
| Roosevelt Investment Group LLC | 9,292 | $292.0K | 0.02% | +4,000+75.6% | Added |
| Abundance Wealth Counselors | 9,392 | $295.0K | 0.08% | +857+10.0% | Added |
| Prentiss Smith & Co Inc | 9,441 | $296.0K | 0.26% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 9,420 | $296.0K | 0.08% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9,439 | $297.0K | 0.04% | +420+4.7% | Added |
| Level Four Advisory Services, LLC | 9,491 | $298.0K | 0.03% | −454−4.6% | Reduced |
| Summit Trail Advisors, LLC | 9,516 | $299.0K | 0.02% | +356+3.9% | Added |
| Global Retirement Partners, LLC | 8,227 | $300.0K | 0.02% | +335+4.2% | Added |
| Guardian Wealth Advisors, LLC | 9,627 | $302.0K | 0.29% | −242−2.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,621 | $302.0K | 0.12% | +383+4.1% | Added |
| StoneX Group Inc. | 9,664 | $303.4K | 0.04% | +2,505+35.0% | Added |
| Geneos Wealth Management Inc. | 9,692 | $304.0K | 0.02% | −7,113−42.3% | Reduced |
| Focus Financial Network, Inc. | 9,707 | $304.8K | 0.03% | −959−9.0% | Reduced |
| Signaturefd, LLC | 9,726 | $305.0K | 0.01% | −2,144−18.1% | Reduced |
| CWA Asset Management Group, LLC | 9,725 | $305.0K | 0.03% | +28+0.3% | Added |
| Leavell Investment Management, Inc. | 9,737 | $306.0K | 0.02% | −285−2.8% | Reduced |
| Moneta Group Investment Advisors LLC | 9,841 | $309.0K | 0.01% | −3,695−27.3% | Reduced |