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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 2024

Institutional positions in Walgreens Boots Alliance, Inc. as of Mar 31, 2024. 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
994
−63 vs. Q4 2023
Shares held
513.8M
+8.24M (+1.6%) vs. Q4 2023
Total value
$11.1B
−$2.10B (−15.9%) vs. Q4 2023
New holders
97
361 more added
Sold out
160
397 more reduced

15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 994 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 2024: $11.1B
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 2024

Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q4 2023.

Institutions holding WBA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Impact Partnership Wealth, LLC1$160.00%−839−99.9%Reduced
Birchbrook, Inc.2$340.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc2$440.00%−270−99.3%Reduced
PFS Partners, LLC2$440.00%00.0%Unchanged
Financial Perspectives, Inc2$520.00%00.0%Unchanged
Barrett & Company, Inc.4$870.00%00.0%Unchanged
WestEnd Advisors, LLC6$1300.00%−5−45.5%Reduced
Manchester Capital Management LLC8$1740.00%−371−97.9%Reduced
Cornerstone Planning Group LLC11$1840.00%+1+10.0%Added
AM Squared Ltd12$2600.00%+12New
Gilliland Jeter Wealth Management LLC12$2600.00%+12New
Plato Investment Management Ltd13$2820.00%−7,257−99.8%Reduced
Macroview Investment Management LLC14$3040.00%00.0%Unchanged
Salomon & Ludwin, LLC19$4120.00%−250−92.9%Reduced
Cherry Tree Wealth Management, LLC21$4560.00%00.0%Unchanged
True Wealth Design, LLC23$4990.00%+8+53.3%Added
Investment Research & Advisory Group, Inc.26$5640.00%+25+2,500.0%Added
Sachetta, LLC22$5750.00%00.0%Unchanged
Wolff Wiese Magana LLC27$5860.00%00.0%Unchanged
Cypress Capital Management LLC (WY)30$6510.00%+30New
Global Assets Advisory, LLC15,632$8000.04%+15,632New
Trifecta Capital Advisors, LLC37$8030.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.50$8800.00%00.0%Unchanged
Penserra Capital Management LLC69$1.00K0.00%−3,259−97.9%Reduced
Financial Management Professionals, Inc.31$1.00K0.00%−190−86.0%Reduced
First PREMIER Bank30$1.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC47$1.02K0.00%−49−51.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC50$1.08K0.00%−311−86.1%Reduced
Institutional & Family Asset Management, LLC50$1.08K0.00%00.0%Unchanged
Global Wealth Strategies & Associates50$1.08K0.00%00.0%Unchanged
Versant Capital Management, Inc53$1.15K0.00%−192−78.4%Reduced
CNB Bank57$1.24K0.00%00.0%Unchanged
Dunhill Financial, LLC62$1.34K0.00%+10+19.2%Added
DiNuzzo Private Wealth, Inc.62$1.34K0.00%+4+6.9%Added
West Paces Advisors Inc.63$1.37K0.00%−158−71.5%Reduced
Sofos Investments, Inc.64$1.39K0.00%+62+3,100.0%Added
HHM Wealth Advisors, LLC69$1.50K0.00%+69New
BFSG, LLC70$1.52K0.00%−30−30.0%Reduced
Oakworth Capital, Inc.75$1.63K0.00%−558−88.2%Reduced
ORG Partners LLC83$1.63K0.00%−1,974−96.0%Reduced
Concord Wealth Partners85$1.84K0.00%00.0%Unchanged
Private Ocean, LLC87$1.89K0.00%+87New
Kozak & Associates, Inc.103$1.89K0.00%+1+1.0%Added
Fortis Group Advisors, LLC100$2.17K0.00%−100−50.0%Reduced
FSA Wealth Management LLC100$2.17K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC100$2.17K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC100$2.17K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.102$2.22K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC107$2.32K0.00%+40+59.7%Added
Fernwood Investment Management, LLC110$2.39K0.00%+110New
SYSTM Wealth Solutions LLC112$2.43K0.00%+112New
Opal Wealth Advisors, LLC116$2.52K0.00%+116New
Toth Financial Advisory Corp117$2.54K0.00%00.0%Unchanged
Washington Trust Co122$2.65K0.00%00.0%Unchanged
PayPay Securities Corp126$2.73K0.14%+25+24.8%Added
GHP Investment Advisors, Inc.136$2.96K0.00%−433−76.1%Reduced
Nemes Rush Group LLC150$3.25K0.00%−704−82.4%Reduced
CarsonAllaria Wealth Management, Ltd.153$3.32K0.00%+2+1.3%Added
NBT Bank N A160$3.47K0.00%00.0%Unchanged
Caitlin John, LLC162$3.51K0.00%+1+0.6%Added
VisionPoint Advisory Group, LLC179$3.88K0.00%00.0%Unchanged
Global Financial Private Client, LLC200$3.91K0.00%−400−66.7%Reduced
Davis Capital Management200$3.91K0.00%00.0%Unchanged
Valley National Advisers Inc225$4.00K0.00%−666−74.7%Reduced
Hazlett, Burt & Watson, Inc.180$4.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc193$4.19K0.00%+45+30.4%Added
MB, Levis & Associates, LLC195$4.22K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.205$4.45K0.00%00.0%Unchanged
Abound Wealth Management205$4.45K0.00%−25−10.9%Reduced
Motco209$4.53K0.00%−700−77.0%Reduced
Mark Sheptoff Financial Planning, LLC100$4.79K0.00%00.0%Unchanged
Quintet Private Bank (Europe) S.A.239$5.39K0.00%−11−4.4%Reduced
Private Wealth Management Group, LLC249$5.40K0.00%−14−5.3%Reduced
Gen-Wealth Partners Inc254$5.51K0.00%+254New
TruNorth Capital Management, LLC259$5.62K0.00%+259New
Bruce G. Allen Investments, LLC261$5.66K0.00%−179−40.7%Reduced
C M Bidwell & Associates Ltd286$6.20K0.00%00.0%Unchanged
MidAtlantic Capital Management, Inc.296$6.43K0.01%−300−50.3%Reduced
Register Financial Advisors LLC306$6.63K0.00%+306New
PSI Advisors, LLC306$6.64K0.00%+1+0.3%Added
Financial Avengers, Inc.343$6.69K0.00%+4+1.2%Added
Grove Bank & Trust312$6.77K0.00%−119−27.6%Reduced
Godsey & Gibb Associates323$7.01K0.00%−100−23.6%Reduced
CVA Family Office, LLC351$7.61K0.00%−460−56.7%Reduced
ICA Group Wealth Management, LLC351$7.62K0.00%−307−46.7%Reduced
Carolinas Wealth Consulting LLC356$7.72K0.00%−6−1.7%Reduced
1832 Asset Management L.P.358$7.76K0.00%−861−70.6%Reduced
Raleigh Capital Management Inc.362$7.84K0.00%−100−21.6%Reduced
Rosenberg Matthew Hamilton425$8.30K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.400$8.68K0.00%00.0%Unchanged
Richardson Financial Services Inc.400$8.68K0.01%+400New
Armstrong Advisory Group, Inc337$8.81K0.00%00.0%Unchanged
First United Bank Trust407$8.83K0.00%00.0%Unchanged
Beacon Capital Management, LLC409$8.88K0.00%−2,328−85.1%Reduced
TD Capital Management LLC412$8.94K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC414$8.98K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc424$9.00K0.01%00.0%Unchanged
Coston, McIsaac & Partners448$9.00K0.00%+80+21.7%Added
M&R Capital Management Inc416$9.02K0.00%+1+0.2%Added