Skip to main content
Livermore
Livermore
ZHEN

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 2023

Institutional positions in Walgreens Boots Alliance, Inc. as of Mar 31, 2023. 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
1,239
−14 vs. Q4 2022
Shares held
504.7M
+2.09M (+0.4%) vs. Q4 2022
Total value
$17.5B
−$1.31B (−7.0%) vs. Q4 2022
New holders
115
539 more added
Sold out
129
387 more reduced

24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,239 institutions
Q1 2021: 1,291 institutionsQ2 2021: 1,279 institutionsQ3 2021: 1,235 institutionsQ4 2021: 1,365 institutionsQ1 2022: 1,312 institutionsQ2 2022: 1,291 institutionsQ3 2022: 1,181 institutionsQ4 2022: 1,277 institutionsQ1 2023: 1,239 institutionsQ2 2023: 1,149 institutionsQ3 2023: 1,047 institutionsQ4 2023: 1,072 institutionsQ1 2024: 994 institutionsQ2 2024: 934 institutionsQ3 2024: 880 institutionsQ4 2024: 882 institutionsQ1 2025: 852 institutionsQ2 2025: 808 institutionsQ3 2025: 45 institutionsQ4 2025: 36 institutionsQ1 2026: 33 institutionsQ2 2026: 31 institutions
Value heldQ1 2023: $17.5B
Q1 2021: $27.0BQ2 2021: $25.5BQ3 2021: $23.0BQ4 2021: $25.8BQ1 2022: $22.4BQ2 2022: $19.0BQ3 2022: $15.5BQ4 2022: $18.8BQ1 2023: $17.5BQ2 2023: $14.4BQ3 2023: $11.0BQ4 2023: $13.2BQ1 2024: $11.1BQ2 2024: $6.29BQ3 2024: $4.63BQ4 2024: $5.02BQ1 2025: $6.01BQ2 2025: $6.26BQ3 2025: $6.27MQ4 2025: $2.81MQ1 2026: $825.2KQ2 2026: $30.1K
Institutions holding WBA and their total value by quarter
QuarterHoldersValue
Q2 202631$30.1K
Q1 202633$825.2K
Q4 202536$2.81M
Q3 202545$6.27M
Q2 2025808$6.26B
Q1 2025852$6.01B
Q4 2024882$5.02B
Q3 2024880$4.63B
Q2 2024934$6.29B
Q1 2024994$11.1B
Q4 20231,072$13.2B
Q3 20231,047$11.0B
Q2 20231,149$14.4B
Q1 20231,239$17.5B
Q4 20221,277$18.8B
Q3 20221,181$15.5B
Q2 20221,291$19.0B
Q1 20221,312$22.4B
Q4 20211,365$25.8B
Q3 20211,235$23.0B
Q2 20211,279$25.5B
Q1 20211,291$27.0B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q4 2022.

Institutions holding WBA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Marathon Trading Investment Management LLC7,573$261.9K0.12%+7,573New
Powers Advisory Group, LLC7,555$261.3K0.18%−110−1.4%Reduced
Chase Investment Counsel Corp7,555$261.0K0.14%+595+8.5%Added
Isthmus Partners, LLC7,545$260.9K0.04%00.0%Unchanged
Concord Asset Management, LLC7,540$260.7K0.11%+7,540New
FineMark National Bank & Trust7,530$260.4K0.01%+822+12.3%Added
Fort Sheridan Advisors LLC7,525$260.2K0.07%+1,349+21.8%Added
Welch Group, LLC7,475$258.5K0.02%00.0%Unchanged
Pekin Hardy Strauss, Inc.7,462$258.0K0.04%00.0%Unchanged
Williams Jones Wealth Management, LLC.7,437$257.2K0.00%−100−1.3%Reduced
Notis-McConarty Edward7,400$255.9K0.10%00.0%Unchanged
InterOcean Capital Group, LLC7,388$255.5K0.01%+1,960+36.1%Added
New World Advisors LLC7,375$255.0K0.10%00.0%Unchanged
TCI Wealth Advisors, Inc.7,343$253.9K0.03%+5+0.1%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7,303$252.6K0.02%+2,739+60.0%Added
Armbruster Capital Management, Inc.7,300$252.4K0.06%00.0%Unchanged
Financial Advisory Group7,265$251.2K0.05%−70−1.0%Reduced
LS Investment Advisors, LLC7,265$251.2K0.05%+7,265New
TownSquare Capital, LLC7,251$250.7K0.01%+7,251New
Chilton Capital Management LLC7,240$250.4K0.01%00.0%Unchanged
Meridian Wealth Management, LLC7,180$248.3K0.02%+7,180New
LMCG Investments, LLC7,094$245.3K0.02%−651−8.4%Reduced
Valeo Financial Advisors, LLC7,026$243.0K0.01%−714−9.2%Reduced
Straight Path Wealth Management7,007$242.3K0.19%+7+0.1%Added
Truadvice, LLC6,815$240.2K0.10%+6,815New
Trust Co of Virginia6,942$240.1K0.03%+1,052+17.9%Added
Horizon Wealth Management, LLC6,914$239.1K0.18%+6,914New
Lombard Odier Asset Management (Switzerland) SA6,902$238.7K0.02%+6,902New
RB Capital Management, LLC6,851$236.9K0.08%+6,851New
Fox Run Management, L.L.C.6,836$236.4K0.08%+6,836New
TrueWealth Advisors, LLC6,806$235.4K0.10%+459+7.2%Added
Nadler Financial Group, Inc.6,802$235.2K0.04%00.0%Unchanged
Oak Harbor Wealth Partners, LLC6,755$233.6K0.08%+224+3.4%Added
HB Wealth Management, LLC6,723$232.5K0.00%−310−4.4%Reduced
HM Payson & Co6,701$231.7K0.01%−86−1.3%Reduced
Wellington Shields & Co., LLC6,700$231.7K0.05%+600+9.8%Added
Purus Wealth Management, LLC6,682$231.1K0.18%+95+1.4%Added
Blue Edge Capital, LLC6,666$230.5K0.05%00.0%Unchanged
Benin Management CORP6,620$228.9K0.09%+900+15.7%Added
Financial Advocates Investment Management6,581$227.6K0.02%−1,974−23.1%Reduced
Well Done, LLC6,564$227.0K0.05%−25−0.4%Reduced
Intrust Bank NA6,502$224.8K0.03%−365−5.3%Reduced
BTC Capital Management, Inc.6,500$224.8K0.03%00.0%Unchanged
Act Wealth Management, LLC6,500$224.8K0.13%00.0%Unchanged
Revisor Wealth Management LLC6,499$224.7K0.21%+6,499New
Ti-Trust, Inc6,425$222.2K0.21%00.0%Unchanged
Toth Financial Advisory Corp6,423$222.1K0.03%−1,199−15.7%Reduced
Arete Wealth Advisors, LLC6,405$221.0K0.02%+660+11.5%Added
Paragon Capital Management Ltd6,377$220.5K0.05%−10−0.2%Reduced
Pinnacle West Asset Management, Inc.6,375$220.0K0.23%+6,375New
Plancorp, LLC6,359$219.9K0.01%−44−0.7%Reduced
Hixon Zuercher, LLC6,356$219.8K0.13%+88+1.4%Added
Cognios Beta Neutral Large Cap Fund, LP6,338$219.5K0.21%−4,249−40.1%Reduced
S.A. Mason LLC6,316$218.4K0.16%00.0%Unchanged
Petrus Trust Company, LTA6,310$218.2K0.03%+6,310New
San Luis Wealth Advisors LLC6,291$218.0K0.08%+6,291New
Coldstream Capital Management Inc6,258$216.4K0.01%−1,754−21.9%Reduced
Simmons Bank6,244$215.9K0.02%+28+0.5%Added
IAG Wealth Partners, LLC6,215$214.9K0.06%00.0%Unchanged
Somerset Trust Co6,205$214.6K0.09%−598−8.8%Reduced
Checchi Capital Advisers, LLC6,167$213.3K0.02%−57−0.9%Reduced
RE Dickinson Investment Advisors, LLC6,163$213.0K0.07%00.0%Unchanged
Indiana Trust & Investment Management CO6,158$212.9K0.12%−279−4.3%Reduced
Marcum Wealth, LLC6,154$212.8K0.03%+6,154New
Plimoth Trust Co LLC6,140$212.3K0.07%00.0%Unchanged
SkyOak Wealth, LLC6,135$212.1K0.06%+6,135New
Tradewinds, LLC.6,095$210.8K0.13%+6,095New
David Loasby5,874$210.2K0.02%+5,874New
First Nebraska Trust Co6,045$209.0K0.03%−525−8.0%Reduced
Evergreen Wealth Solutions, LLC6,010$208.0K0.24%−999−14.3%Reduced
Investors Asset Management of Georgia Inc6,000$207.5K0.11%00.0%Unchanged
Laidlaw Wealth Management LLC5,990$207.2K0.04%+408+7.3%Added
Clearstead Advisors, LLC5,976$206.7K0.02%−1,606−21.2%Reduced
Successful Portfolios LLC5,965$206.3K0.13%−10−0.2%Reduced
Chapin Davis, Inc.5,941$205.4K0.11%+5,941New
Summit Asset Management, LLC5,920$204.7K0.06%−718−10.8%Reduced
Pinnacle Wealth Management Advisory Group, LLC5,913$204.5K0.03%+276+4.9%Added
Concord Wealth Partners5,886$203.6K0.06%+4,801+442.5%Added
Bradley Foster & Sargent Inc5,880$203.3K0.00%+175+3.1%Added
Avaii Wealth Management, LLC5,871$203.0K0.18%−9,165−61.0%Reduced
Great Valley Advisor Group, Inc.5,880$202.9K0.01%+5,880New
Latitude Advisors, LLC5,848$202.2K0.15%+5,848New
Oder Investment Management, LLC5,846$202.1K0.24%−1,182−16.8%Reduced
Clarius Group, LLC5,836$201.8K0.02%+5,836New
DRW Securities, LLC5,807$201.0K0.03%+5,807New
Logan Capital Management Inc5,765$199.4K0.01%00.0%Unchanged
Blue Chip Partners, Inc.5,646$195.2K0.02%−94−1.6%Reduced
Johnson Financial Group, Inc.5,608$193.9K0.01%+20.0%Added
ICICI Prudential Asset Management Co Ltd5,523$191.0K0.03%+1,180+27.2%Added
ICA Group Wealth Management, LLC5,505$190.4K0.05%+1,371+33.2%Added
Strategic Investment Solutions, Inc.5,496$190.0K0.04%+11+0.2%Added
GHP Investment Advisors, Inc.5,357$185.2K0.01%−77−1.4%Reduced
Osterweis Capital Management Inc5,185$179.3K0.01%00.0%Unchanged
Sentry Investment Management LLC5,078$176.0K0.07%+5,078New
Fuller & Thaler Asset Management, Inc.5,021$173.6K0.00%−121,982−96.0%Reduced
Evermay Wealth Management LLC4,950$171.2K0.03%00.0%Unchanged
Cary Street Partners Asset Management LLC4,900$169.4K0.03%−725−12.9%Reduced
JFS Wealth Advisors, LLC4,686$162.0K0.02%−3,009−39.1%Reduced
Garda Capital Partners LP4,578$158.3K0.14%−7,620−62.5%Reduced
Colonial Trust Co4,493$155.4K0.04%−100−2.2%Reduced