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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 7,794 | $222.1K | 0.03% | +7,794 | New |
| Hexagon Capital Partners LLC | 7,851 | $223.7K | 0.06% | −1,430−15.4% | Reduced |
| Cobblestone Capital Advisors LLC | 7,853 | $223.7K | 0.02% | +169+2.2% | Added |
| Centaurus Financial, Inc. | 7,857 | $224.0K | 0.02% | −1,868−19.2% | Reduced |
| E Fund Management Co., Ltd. | 7,851 | $224.0K | 0.02% | −1,165−12.9% | Reduced |
| Paulson Wealth Management Inc. | 7,869 | $224.2K | 0.08% | −213−2.6% | Reduced |
| Duff & Phelps Investment Management Co | 7,870 | $224.2K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,912 | $225.4K | 0.01% | +10+0.1% | Added |
| Associated Banc-Corp | 7,994 | $227.7K | 0.01% | −1,392−14.8% | Reduced |
| Affinity Capital Advisors, LLC | 7,994 | $227.7K | 0.06% | −113−1.4% | Reduced |
| Lynch Asset Management, Inc. | 8,000 | $227.9K | 0.15% | +8,000 | New |
| Summit Global Investments | 8,012 | $228.0K | 0.02% | −155−1.9% | Reduced |
| We Are One Seven, LLC | 8,003 | $228.0K | 0.02% | −2,851−26.3% | Reduced |
| TKG Advisors, LLC | 8,009 | $228.2K | 0.15% | +8,009 | New |
| Modera Wealth Management, LLC | 8,042 | $229.1K | 0.00% | +8,042 | New |
| Flputnam Investment Management Co | 8,101 | $230.8K | 0.01% | −90−1.1% | Reduced |
| AMG National Trust Bank | 8,125 | $231.5K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 8,155 | $232.4K | 0.05% | +1,778+27.9% | Added |
| Shilanski & Associates, Inc. | 8,184 | $233.2K | 0.09% | +58+0.7% | Added |
| Flagship Harbor Advisors, LLC | 8,186 | $233.2K | 0.02% | −709−8.0% | Reduced |
| Tiemann Investment Advisors, LLC | 8,225 | $234.3K | 0.12% | 00.0% | Unchanged |
| Humankind Investments LLC | 8,242 | $234.8K | 0.09% | −17,790−68.3% | Reduced |
| Hall Laurie J Trustee | 8,250 | $235.0K | 0.09% | −6,900−45.5% | Reduced |
| Prio Wealth Limited Partnership | 8,265 | $235.5K | 0.01% | −1,115−11.9% | Reduced |
| Gladstone Institutional Advisory LLC | 8,453 | $240.8K | 0.01% | −3,109−26.9% | Reduced |
| Eudaimonia Partners, LLC | 8,473 | $241.4K | 0.05% | +83+1.0% | Added |
| Texas Yale Capital Corp. | 8,553 | $243.7K | 0.01% | −2,400−21.9% | Reduced |
| Sandy Spring Bank | 8,618 | $245.5K | 0.01% | +6+0.1% | Added |
| Wellington Shields Capital Management, LLC | 8,685 | $247.4K | 0.03% | 00.0% | Unchanged |
| Athena Investment Management | 8,786 | $250.3K | 0.17% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 8,818 | $251.2K | 0.07% | 00.0% | Unchanged |
| Insight Folios Inc | 8,820 | $251.3K | 0.11% | +351+4.1% | Added |
| Cigna Investments Inc | 8,816 | $252.0K | 0.05% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 8,878 | $252.9K | 0.00% | −6,000−40.3% | Reduced |
| MBM Wealth Consultants, LLC | 8,378 | $254.0K | 0.11% | −640−7.1% | Reduced |
| Oarsman Capital, Inc. | 8,920 | $254.1K | 0.11% | −426−4.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 8,970 | $255.6K | 0.05% | +150+1.7% | Added |
| Kenfarb & Co. | 9,000 | $256.3K | 0.22% | +9,000 | New |
| Clark Financial Services Group Inc | 9,015 | $256.8K | 0.35% | −83−0.9% | Reduced |
| Daymark Wealth Partners, LLC | 9,024 | $257.1K | 0.02% | +9,024 | New |
| Mitchell McLeod Pugh & Williams Inc | 9,087 | $258.9K | 0.07% | +20.0% | Added |
| Level Four Advisory Services, LLC | 9,139 | $260.4K | 0.02% | −2,569−21.9% | Reduced |
| Burney Co | 9,141 | $260.4K | 0.01% | −3,684−28.7% | Reduced |
| Valeo Financial Advisors, LLC | 9,163 | $261.1K | 0.01% | +2,137+30.4% | Added |
| Avaii Wealth Management, LLC | 9,186 | $261.7K | 0.20% | +3,315+56.5% | Added |
| Fortis Capital Advisors, LLC | 9,200 | $262.1K | 0.15% | −34−0.4% | Reduced |
| Advisor OS, LLC | 9,247 | $263.4K | 0.04% | +357+4.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,251 | $263.6K | 0.00% | +5,451+143.4% | Added |
| Guardian Wealth Advisors, LLC | 9,255 | $263.7K | 0.19% | −311−3.3% | Reduced |
| Vance Wealth, Inc. | 9,307 | $265.2K | 0.12% | 00.0% | Unchanged |
| Intrust Bank NA | 9,321 | $265.6K | 0.03% | +2,819+43.4% | Added |
| Ausdal Financial Partners, Inc. | 9,324 | $265.6K | 0.04% | −495−5.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,324 | $265.6K | 0.05% | +640+7.4% | Added |
| TSFG, LLC | 9,343 | $266.0K | 0.10% | +895+10.6% | Added |
| Brinker Capital Investments, LLC | 9,358 | $266.6K | 0.00% | +1,184+14.5% | Added |
| Orion Portfolio Solutions, LLC | 9,358 | $266.6K | 0.00% | +1,184+14.5% | Added |
| Wealth Management Associates, Inc. | 9,389 | $267.5K | 0.15% | +660+7.6% | Added |
| Insigneo Advisory Services, LLC | 9,411 | $268.1K | 0.05% | +9,411 | New |
| Ahl Investment Management, Inc. | 9,419 | $268.3K | 0.24% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 9,420 | $268.4K | 0.06% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 9,479 | $270.1K | 0.01% | −6,012−38.8% | Reduced |
| Capital Investment Advisors, LLC | 9,488 | $270.3K | 0.01% | −778−7.6% | Reduced |
| Horizon Investments, LLC | 9,640 | $274.6K | 0.01% | +821+9.3% | Added |
| Annex Advisory Services, LLC | 9,647 | $274.9K | 0.02% | −1,589−14.1% | Reduced |
| FDx Advisors, Inc. | 9,692 | $276.0K | 0.02% | −556−5.4% | Reduced |
| Coastal Investment Advisors, Inc. | 9,762 | $278.1K | 0.06% | +56+0.6% | Added |
| Kovack Advisors, Inc. | 9,785 | $278.8K | 0.04% | +397+4.2% | Added |
| Neumann Capital Management, LLC | 9,804 | $279.3K | 0.12% | +2,000+25.6% | Added |
| Lumature Wealth Partners, LLC | 9,881 | $281.5K | 0.17% | +723+7.9% | Added |
| Pinnacle Financial Partners Inc | 9,940 | $283.2K | 0.01% | +336+3.5% | Added |
| Powell Investment Advisors, LLC | 9,982 | $284.4K | 0.17% | −555−5.3% | Reduced |
| United Fire Group Inc | 10,000 | $284.9K | 0.22% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 10,029 | $285.7K | 0.10% | +2,489+33.0% | Added |
| Perigon Wealth Management, LLC | 10,042 | $286.1K | 0.01% | −779−7.2% | Reduced |
| Financial Advocates Investment Management | 10,091 | $287.5K | 0.02% | +3,510+53.3% | Added |
| Signaturefd, LLC | 10,097 | $287.7K | 0.01% | −3,977−28.3% | Reduced |
| CWA Asset Management Group, LLC | 10,128 | $288.5K | 0.02% | −625−5.8% | Reduced |
| Prentiss Smith & Co Inc | 10,141 | $288.9K | 0.22% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 10,143 | $289.0K | 0.21% | +1,827+22.0% | Added |
| Lesa Sroufe & Co | 10,189 | $290.0K | 0.31% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 10,203 | $290.7K | 0.23% | 00.0% | Unchanged |
| Advisors Management Group Inc | 10,220 | $291.0K | 0.09% | +10,220 | New |
| Graypoint LLC | 10,247 | $291.9K | 0.03% | −1,553−13.2% | Reduced |
| TrueWealth Advisors, LLC | 10,254 | $292.1K | 0.12% | +3,448+50.7% | Added |
| Arcadia Investment Management Corp | 10,267 | $292.5K | 0.06% | 00.0% | Unchanged |
| Wade G W & Inc | 10,299 | $293.0K | 0.01% | +10,299 | New |
| Wahed Invest LLC | 10,287 | $293.1K | 0.10% | +940+10.1% | Added |
| Miller Investment Management, LP | 10,300 | $293.4K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 10,346 | $295.0K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,367 | $295.4K | 0.03% | −750−6.7% | Reduced |
| Cozad Asset Management Inc | 10,386 | $295.9K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10,391 | $295.9K | 0.01% | +2,057+24.7% | Added |
| Cooper Financial Group | 10,540 | $300.3K | 0.07% | +1,093+11.6% | Added |
| Chicago Capital, LLC | 10,568 | $301.1K | 0.01% | −586−5.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 10,661 | $303.7K | 0.09% | +83+0.8% | Added |
| Dumont & Blake Investment Advisors LLC | 10,692 | $305.0K | 0.10% | −80−0.7% | Reduced |
| Redwood Financial Network Corp | 10,729 | $305.7K | 0.29% | +50.0% | Added |
| BancorpSouth Bank | 10,798 | $307.6K | 0.03% | +1,052+10.8% | Added |
| Sound View Wealth Advisors Group, LLC | 10,848 | $309.1K | 0.04% | +48+0.4% | Added |
| Comerica Securities,inc. | 10,852 | $309.2K | 0.02% | +956+9.7% | Added |