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, Q2 2023
Institutional positions in Walgreens Boots Alliance, Inc. as of Jun 30, 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
- 1,149
- −83 vs. Q1 2023
- Shares held
- 505.8M
- +1.21M (+0.2%) vs. Q1 2023
- Total value
- $14.4B
- −$3.06B (−17.5%) vs. Q1 2023
- New holders
- 74
- 478 more added
- Sold out
- 157
- 427 more reduced
7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 2 | $0 | 0.00% | −300−99.3% | Reduced |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Tucker Asset Management LLC | 1 | $28 | 0.00% | −47−97.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,406,891 | $38 | 0.00% | +1,406,891 | New |
| Financial Perspectives, Inc | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4 | $114 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $142 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 12 | $342 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $342 | 0.00% | +12 | New |
| True Wealth Design, LLC | 15 | $428 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $428 | 0.00% | +3+25.0% | Added |
| Cherry Tree Wealth Management, LLC | 21 | $599 | 0.00% | +21 | New |
| Sofos Investments, Inc. | 28 | $698 | 0.00% | −7−20.0% | Reduced |
| Trifecta Capital Advisors, LLC | 28 | $798 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $855 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 31 | $883 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 39 | $1.11K | 0.00% | +39 | New |
| Lowe Wealth Advisors, LLC | 39 | $1.11K | 0.00% | +1+2.6% | Added |
| Perkins Coie Trust Co | 40 | $1.14K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $1.43K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 52 | $1.48K | 0.00% | −371−87.7% | Reduced |
| CNB Bank | 57 | $1.62K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 58 | $1.65K | 0.00% | −2,189−97.4% | Reduced |
| Estabrook Capital Management | 72 | $2.05K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 55 | $2.06K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 75 | $2.14K | 0.00% | +75 | New |
| PayPay Securities Corp | 76 | $2.17K | 0.13% | −1−1.3% | Reduced |
| Venturi Wealth Management, LLC | 99 | $2.82K | 0.00% | +20+25.3% | Added |
| St. Johns Investment Management Company, LLC | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $3.00K | 0.00% | +100 | New |
| Parallax Volatility Advisers, L.P. | 120 | $3.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 122 | $3.48K | 0.00% | −62−33.7% | Reduced |
| South State Corp. | 127 | $3.62K | 0.00% | −929−88.0% | Reduced |
| Strengthening Families & Communities, LLC | 152 | $4.00K | 0.00% | +152 | New |
| CarsonAllaria Wealth Management, Ltd. | 148 | $4.22K | 0.00% | +2+1.4% | Added |
| Viking Fund Management LLC | 150 | $4.27K | 0.00% | +150 | New |
| SOA Wealth Advisors, LLC. | 160 | $4.57K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 165 | $4.70K | 0.00% | −250−60.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 172 | $4.90K | 0.00% | +172 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 164 | $5.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 187 | $5.33K | 0.00% | +137+274.0% | Added |
| Pittenger & Anderson Inc | 200 | $5.70K | 0.00% | −600−75.0% | Reduced |
| Marquette Asset Management, LLC | 200 | $5.70K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 200 | $5.70K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $5.70K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $5.80K | 0.00% | −10−4.8% | Reduced |
| West Paces Advisors Inc. | 205 | $5.84K | 0.00% | −200−49.4% | Reduced |
| Chesapeake Asset Management LLC | 230 | $6.55K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 240 | $6.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 244 | $6.96K | 0.00% | +69+39.4% | Added |
| Thompson Siegel & Walmsley LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 244 | $7.09K | 0.00% | −6−2.4% | Reduced |
| 1832 Asset Management L.P. | 256 | $7.29K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 257 | $7.32K | 0.00% | +4+1.6% | Added |
| Versant Capital Management, Inc | 267 | $7.61K | 0.00% | +44+19.7% | Added |
| Glass Jacobson Investment Advisors llc | 272 | $7.75K | 0.00% | +272 | New |
| EverSource Wealth Advisors, LLC | 274 | $7.81K | 0.00% | −815−74.8% | Reduced |
| GW&K Investment Management, LLC | 266 | $8.00K | 0.00% | +266 | New |
| C M Bidwell & Associates Ltd | 286 | $8.15K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 287 | $8.17K | 0.00% | +2+0.7% | Added |
| PSI Advisors, LLC | 299 | $8.51K | 0.00% | +2+0.7% | Added |
| PCA Investment Advisory Services Inc. | 301 | $8.57K | 0.01% | +301 | New |
| 25 LLC | 290 | $8.63K | 0.00% | +4+1.4% | Added |
| MV Capital Management, Inc. | 315 | $8.97K | 0.00% | +16+5.4% | Added |
| Ulland Investment Advisors, LLC | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 324 | $9.24K | 0.01% | +4+1.3% | Added |
| Glassman Wealth Services | 343 | $9.77K | 0.00% | −207−37.6% | Reduced |
| Coston, McIsaac & Partners | 353 | $10.0K | 0.00% | +5+1.4% | Added |
| Earnest Partners LLC | 370 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 375 | $10.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 385 | $11.0K | 0.00% | −57−12.9% | Reduced |
| Carolinas Wealth Consulting LLC | 386 | $11.0K | 0.00% | +15+4.0% | Added |
| MB, Levis & Associates, LLC | 390 | $11.1K | 0.01% | +6+1.6% | Added |
| Aspire Private Capital, LLC | 401 | $11.4K | 0.00% | +150+59.8% | Added |
| Carmichael Hill & Associates, Inc. | 409 | $11.7K | 0.01% | +6+1.5% | Added |
| Tradewinds Capital Management, LLC | 414 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 415 | $11.8K | 0.00% | +415 | New |
| Baker Avenue Asset Management, LP | 416 | $11.9K | 0.00% | −452−52.1% | Reduced |
| Pin Oak Investment Advisors Inc | 424 | $12.0K | 0.01% | −100−19.1% | Reduced |
| Valley National Advisers Inc | 390 | $12.0K | 0.00% | +190+95.0% | Added |
| Motco | 424 | $12.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 432 | $12.3K | 0.00% | +432 | New |
| TD Capital Management LLC | 434 | $12.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,215 | $12.4K | 0.01% | +349+40.3% | Added |
| Webster Bank, N. A. | 458 | $13.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 476 | $13.6K | 0.00% | −39−7.6% | Reduced |
| West Tower Group, LLC | 481 | $13.7K | 0.01% | +481 | New |
| Steward Financial Group LLC | 501 | $14.0K | 0.00% | +501 | New |
| Community Bank, N.A. | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $14.2K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 500 | $14.2K | 0.01% | +500 | New |
| Godsey & Gibb Associates | 523 | $14.9K | 0.00% | +200+61.9% | Added |
| Dividend Assets Capital, LLC | 535 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 512 | $15.0K | 0.01% | −49−8.7% | Reduced |
| Addison Advisors LLC | 528 | $15.0K | 0.01% | −143−21.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 539 | $15.4K | 0.00% | −537−49.9% | Reduced |
| Richard W. Paul & Associates, LLC | 545 | $15.5K | 0.01% | +129+31.0% | Added |