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, Q4 2023
Institutional positions in Walgreens Boots Alliance, Inc. as of Dec 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
- 1,072
- +39 vs. Q3 2023
- Shares held
- 506.1M
- +13.2M (+2.7%) vs. Q3 2023
- Total value
- $13.2B
- +$2.20B (+20.0%) vs. Q3 2023
- New holders
- 157
- 314 more added
- Sold out
- 118
- 482 more reduced
14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Activest Wealth Management | 1,199 | $31.3K | 0.02% | −16−1.3% | Reduced |
| Quest Partners LLC | 1,157 | $30.2K | 0.01% | +1,157 | New |
| Rocky Mountain Advisers, LLC | 1,150 | $30.0K | 0.01% | +1,150 | New |
| Trust Co of Vermont | 1,144 | $29.9K | 0.00% | +200+21.2% | Added |
| Washington Trust Advisors, Inc. | 1,100 | $28.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,060 | $27.7K | 0.00% | +981+1,241.8% | Added |
| Cassady Schiller Wealth Management, LLC | 1,016 | $26.5K | 0.01% | −127−11.1% | Reduced |
| Pineridge Advisors LLC | 1,014 | $26.5K | 0.01% | +1,014 | New |
| Harbor Investment Advisory, LLC | 1,000 | $26.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $26.1K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,000 | $26.1K | 0.01% | +1,000 | New |
| Acadian Asset Management LLC | 1,001 | $26.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 977 | $25.5K | 0.00% | −930−48.8% | Reduced |
| MV Capital Management, Inc. | 972 | $25.4K | 0.00% | −53−5.2% | Reduced |
| Front Row Advisors LLC | 971 | $25.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 970 | $25.3K | 0.00% | −2,879−74.8% | Reduced |
| Bogart Wealth, LLC | 959 | $25.0K | 0.00% | +3+0.3% | Added |
| Motco | 909 | $23.7K | 0.00% | +700+334.9% | Added |
| Valley National Advisers Inc | 891 | $23.0K | 0.00% | +446+100.2% | Added |
| Baystate Wealth Management LLC | 862 | $22.5K | 0.00% | −3−0.3% | Reduced |
| Nemes Rush Group LLC | 854 | $22.3K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 850 | $22.2K | 0.02% | +850 | New |
| GPS Wealth Strategies Group, LLC | 843 | $22.0K | 0.00% | +3+0.4% | Added |
| Impact Partnership Wealth, LLC | 840 | $21.9K | 0.01% | −5,158−86.0% | Reduced |
| Peoples Financial Services Corp. | 825 | $21.5K | 0.01% | −100−10.8% | Reduced |
| Bangor Savings Bank | 817 | $21.3K | 0.00% | −30,270−97.4% | Reduced |
| Catalyst Capital Advisors LLC | 811 | $21.2K | 0.00% | +173+27.1% | Added |
| CVA Family Office, LLC | 811 | $21.2K | 0.00% | +811 | New |
| Rise Advisors, LLC | 806 | $21.1K | 0.01% | −100−11.0% | Reduced |
| Clear Investment Research, LLC | 800 | $20.9K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 800 | $20.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 772 | $20.2K | 0.01% | +772 | New |
| Hall Laurie J Trustee | 750 | $20.0K | 0.01% | −5,000−87.0% | Reduced |
| Independence Bank of Kentucky | 755 | $19.7K | 0.01% | −425−36.0% | Reduced |
| Key Financial Inc | 745 | $19.5K | 0.01% | −2,000−72.9% | Reduced |
| Norwood Financial Corp | 745 | $19.4K | 0.03% | −2,560−77.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 735 | $19.2K | 0.01% | +113+18.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 733 | $19.1K | 0.01% | +733 | New |
| Horizon Bancorp Inc | 725 | $19.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 700 | $18.3K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 700 | $18.3K | 0.00% | +550+366.7% | Added |
| Chesapeake Asset Management LLC | 695 | $18.1K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 671 | $17.5K | 0.01% | +125+22.9% | Added |
| ICA Group Wealth Management, LLC | 658 | $17.2K | 0.00% | +658 | New |
| Eagle Bay Advisors LLC | 657 | $17.2K | 0.01% | −56−7.9% | Reduced |
| City State Bank | 632 | $17.0K | 0.01% | −200−24.0% | Reduced |
| Piscataqua Savings Bank | 649 | $16.9K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 640 | $16.7K | 0.01% | +212+49.5% | Added |
| Oakworth Capital, Inc. | 633 | $16.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 624 | $16.3K | 0.00% | −138−18.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 617 | $16.1K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 607 | $15.8K | 0.00% | −340−35.9% | Reduced |
| Peoples Bank | 600 | $15.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 600 | $15.7K | 0.01% | +400+200.0% | Added |
| Northwest Bank & Trust Co | 600 | $15.7K | 0.01% | +600 | New |
| MidAtlantic Capital Management, Inc. | 596 | $15.6K | 0.02% | +596 | New |
| Centerpoint Advisors, LLC | 581 | $15.0K | 0.01% | +9+1.6% | Added |
| GHP Investment Advisors, Inc. | 569 | $14.9K | 0.00% | −2,731−82.8% | Reduced |
| SRS Capital Advisors, Inc. | 557 | $14.5K | 0.00% | −113−16.9% | Reduced |
| POM Investment Strategies, LLC | 557 | $14.5K | 0.01% | +557 | New |
| Main Street Group, LTD | 543 | $14.2K | 0.00% | +543 | New |
| Sugarloaf Wealth Management, LLC | 539 | $14.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 541 | $14.0K | 0.00% | −29−5.1% | Reduced |
| Dividend Assets Capital, LLC | 535 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 536 | $14.0K | 0.01% | +536 | New |
| First Personal Financial Services | 500 | $13.1K | 0.00% | −1,200−70.6% | Reduced |
| Citizens National Bank Trust Department | 500 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $13.1K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 500 | $13.1K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 500 | $13.1K | 0.00% | −2,701−84.4% | Reduced |
| Covestor Ltd | 487 | $13.0K | 0.01% | +12+2.5% | Added |
| Capital Advisors, Ltd. LLC | 490 | $13.0K | 0.00% | +251+105.0% | Added |
| Park Place Capital Corp | 492 | $12.8K | 0.01% | −181−26.9% | Reduced |
| Raleigh Capital Management Inc. | 462 | $12.1K | 0.01% | +84+22.2% | Added |
| Webster Bank, N. A. | 458 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 454 | $11.9K | 0.00% | −43−8.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $11.7K | 0.01% | +450 | New |
| Bruce G. Allen Investments, LLC | 440 | $11.5K | 0.01% | +440 | New |
| Grove Bank & Trust | 431 | $11.3K | 0.00% | −2,056−82.7% | Reduced |
| AdvisorNet Financial, Inc | 431 | $11.3K | 0.00% | −65−13.1% | Reduced |
| Rosenberg Matthew Hamilton | 425 | $11.1K | 0.00% | −701−62.3% | Reduced |
| Godsey & Gibb Associates | 423 | $11.0K | 0.00% | −100−19.1% | Reduced |
| Pin Oak Investment Advisors Inc | 424 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 416 | $10.9K | 0.01% | +416 | New |
| M&R Capital Management Inc | 415 | $10.8K | 0.00% | −1,499−78.3% | Reduced |
| Tradewinds Capital Management, LLC | 414 | $10.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 412 | $10.8K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 407 | $10.6K | 0.00% | +407 | New |
| BOK Financial Private Wealth, Inc. | 400 | $10.4K | 0.00% | +400 | New |
| Manchester Capital Management LLC | 379 | $9.90K | 0.00% | −19−4.8% | Reduced |
| Hollencrest Capital Management | 375 | $9.79K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 362 | $9.45K | 0.00% | +7+2.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 361 | $9.43K | 0.00% | +114+46.2% | Added |
| Coston, McIsaac & Partners | 368 | $9.00K | 0.00% | −383−51.0% | Reduced |
| Financial Avengers, Inc. | 339 | $8.84K | 0.01% | +7+2.1% | Added |
| Armstrong Advisory Group, Inc | 337 | $8.81K | 0.00% | −383−53.2% | Reduced |
| Zions Bancorporation, N.A. | 334 | $8.72K | 0.00% | −324−49.2% | Reduced |
| PSI Advisors, LLC | 305 | $7.95K | 0.00% | +3+1.0% | Added |
| C M Bidwell & Associates Ltd | 286 | $7.47K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 273 | $7.13K | 0.01% | +273 | New |