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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 14,787 | $320.7K | 0.00% | −2,945−16.6% | Reduced |
| Abundance Wealth Counselors | 14,739 | $320.0K | 0.07% | +4,118+38.8% | Added |
| Lido Advisors, LLC | 14,700 | $318.8K | 0.00% | −2,087−12.4% | Reduced |
| Vestcor Inc | 14,578 | $316.0K | 0.01% | −121−0.8% | Reduced |
| Capital Investment Counsel, Inc | 14,390 | $312.1K | 0.05% | +2,600+22.1% | Added |
| Affinity Investment Advisors, LLC | 14,387 | $312.1K | 0.23% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 14,287 | $309.9K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,223 | $308.5K | 0.01% | +3,916+38.0% | Added |
| Nebula Research & Development LLC | 14,193 | $307.8K | 0.07% | +14,193 | New |
| STF Management LP | 14,172 | $307.4K | 0.13% | +100+0.7% | Added |
| Goldstone Financial Group, LLC | 14,101 | $305.8K | 0.07% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 14,030 | $304.3K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 14,024 | $304.2K | 0.00% | +6,315+81.9% | Added |
| First Community Trust NA | 14,003 | $303.7K | 0.29% | 00.0% | Unchanged |
| CSS LLC | 13,900 | $301.5K | 0.02% | +2,000+16.8% | Added |
| Wahed Invest LLC | 13,803 | $299.4K | 0.07% | +1,574+12.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 13,777 | $298.8K | 0.05% | −2,740−16.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,739 | $298.0K | 0.01% | −52,444−79.2% | Reduced |
| Adviser Investments LLC | 13,718 | $297.5K | 0.00% | +13,718 | New |
| Nilsine Partners, LLC | 13,625 | $295.5K | 0.04% | −652−4.6% | Reduced |
| Laidlaw Wealth Management LLC | 13,567 | $294.3K | 0.16% | +13,567 | New |
| Deseret Mutual Benefit Administrators | 13,545 | $293.8K | 0.15% | −5,019−27.0% | Reduced |
| Mutual Advisors, LLC | 13,440 | $291.5K | 0.01% | −9,685−41.9% | Reduced |
| Northwest & Ethical Investments L.P. | 13,397 | $290.6K | 0.01% | −225−1.7% | Reduced |
| Beacon Financial Group | 13,338 | $289.3K | 0.03% | −389−2.8% | Reduced |
| Daymark Wealth Partners, LLC | 127,694 | $286.9K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 13,192 | $286.1K | 0.05% | +2,781+26.7% | Added |
| Paloma Partners Management Co | 13,113 | $284.4K | 0.04% | −48,450−78.7% | Reduced |
| Signaturefd, LLC | 13,033 | $282.7K | 0.01% | −3,810−22.6% | Reduced |
| Axxcess Wealth Management, LLC | 13,000 | $282.0K | 0.01% | +3,000+30.0% | Added |
| Pflug Koory, LLC | 12,820 | $278.1K | 0.14% | −400−3.0% | Reduced |
| Venture Visionary Partners LLC | 12,759 | $276.7K | 0.01% | +100+0.8% | Added |
| Anchor Investment Management, LLC | 12,748 | $276.5K | 0.03% | −70,992−84.8% | Reduced |
| Farmers National Bank | 12,737 | $276.3K | 0.08% | −1,156−8.3% | Reduced |
| USA Financial Portformulas Corp | 12,728 | $276.1K | 0.04% | +12,728 | New |
| Baker Tilly Wealth Management, LLC | 12,722 | $275.9K | 0.05% | −810−6.0% | Reduced |
| Greenleaf Trust | 12,611 | $273.5K | 0.00% | −4,177−24.9% | Reduced |
| Avaii Wealth Management, LLC | 12,601 | $273.3K | 0.16% | +3,341+36.1% | Added |
| Everett Harris & Co | 12,499 | $271.1K | 0.00% | −250−2.0% | Reduced |
| Humankind Investments LLC | 12,488 | $270.9K | 0.07% | +542+4.5% | Added |
| Coldstream Capital Management Inc | 12,415 | $269.3K | 0.01% | −68−0.5% | Reduced |
| Trust Point Inc. | 12,339 | $267.6K | 0.02% | −7,197−36.8% | Reduced |
| Walleye Capital LLC | 12,243 | $265.6K | 0.00% | +12,243 | New |
| Balentine LLC | 12,242 | $265.5K | 0.01% | −2,507−17.0% | Reduced |
| Tiaa Trust, National Association | 12,217 | $265.0K | 0.00% | −959−7.3% | Reduced |
| Waters Parkerson & Co., LLC | 12,150 | $264.0K | 0.01% | −500−4.0% | Reduced |
| Convergence Investment Partners, LLC | 12,160 | $264.0K | 0.10% | +12,160 | New |
| Legacy Capital Wealth Partners, LLC | 7,484 | $264.0K | 0.19% | +7,484 | New |
| Mather Group, LLC. | 10,093 | $263.5K | 0.00% | −2,622−20.6% | Reduced |
| Wealth Management Associates, Inc. | 21,774 | $263.4K | 0.12% | +7,560+53.2% | Added |
| Brown Brothers Harriman & Co | 12,141 | $263.3K | 0.00% | −1,813−13.0% | Reduced |
| Hyman Charles D | 12,099 | $262.0K | 0.01% | −1,134−8.6% | Reduced |
| ABN AMRO Bank N.V. | 12,000 | $260.7K | 0.00% | +12,000 | New |
| Headlands Technologies LLC | 11,996 | $260.2K | 0.06% | +11,996 | New |
| Cooper Financial Group | 11,950 | $259.2K | 0.04% | +102+0.9% | Added |
| Exencial Wealth Advisors, LLC | 11,942 | $259.0K | 0.01% | +589+5.2% | Added |
| RFG Advisory, LLC | 11,932 | $258.8K | 0.01% | −2,426−16.9% | Reduced |
| HB Wealth Management, LLC | 11,844 | $256.9K | 0.00% | +4,018+51.3% | Added |
| Pinnacle Financial Partners Inc | 11,843 | $256.9K | 0.01% | −23−0.2% | Reduced |
| Shilanski & Associates, Inc. | 11,821 | $256.4K | 0.09% | +591+5.3% | Added |
| Investment Management Corp of Ontario | 11,792 | $255.8K | 0.01% | −5,300−31.0% | Reduced |
| Change Path, LLC | 11,753 | $255.0K | 0.01% | +1,629+16.1% | Added |
| Buckingham Strategic Partners | 11,731 | $254.5K | 0.01% | +2,312+24.5% | Added |
| Centennial Wealth Advisory LLC | 11,687 | $253.5K | 0.12% | +379+3.4% | Added |
| Evergreen Wealth Solutions, LLC | 11,671 | $253.1K | 0.19% | +319+2.8% | Added |
| Midland Wealth Advisors LLC | 11,637 | $252.4K | 0.02% | −6,802−36.9% | Reduced |
| Quad-Cities Investment Group, LLC | 11,619 | $252.0K | 0.15% | −265−2.2% | Reduced |
| Dearborn Partners LLC | 11,616 | $251.9K | 0.01% | −17,253−59.8% | Reduced |
| Perpetual Ltd | 11,335 | $251.3K | 0.00% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 11,577 | $251.1K | 0.20% | −2,137−15.6% | Reduced |
| Marex Group plc | 11,495 | $249.3K | 0.01% | −2,345−16.9% | Reduced |
| Consolidated Portfolio Review Corp | 11,467 | $248.7K | 0.07% | −830−6.7% | Reduced |
| Papp L Roy & Associates | 11,268 | $244.4K | 0.03% | −1,650−12.8% | Reduced |
| Global Retirement Partners, LLC | 11,177 | $242.4K | 0.01% | −852−7.1% | Reduced |
| Aptus Capital Advisors, LLC | 11,138 | $241.6K | 0.01% | +11,138 | New |
| Pitcairn Co | 11,011 | $238.8K | 0.02% | +1,735+18.7% | Added |
| Twelve Points Wealth Management LLC | 11,008 | $238.8K | 0.09% | +11,008 | New |
| Roberts Glore & Co Inc | 11,002 | $238.6K | 0.07% | −358−3.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,902 | $236.5K | 0.01% | +3,000+38.0% | Added |
| Hummer Financial Advisory Services Inc | 10,860 | $235.6K | 0.19% | −100−0.9% | Reduced |
| Insight Folios Inc | 10,840 | $235.1K | 0.10% | +1,200+12.4% | Added |
| International Private Wealth Advisors LLC | 10,808 | $234.4K | 0.45% | +10,808 | New |
| FreeGulliver LLC | 10,792 | $234.1K | 0.21% | +392+3.8% | Added |
| Evercore Wealth Management, LLC | 10,791 | $234.1K | 0.00% | −590−5.2% | Reduced |
| Montag A & Associates Inc | 10,767 | $233.5K | 0.01% | −1,400−11.5% | Reduced |
| Pinnacle Associates Ltd | 10,722 | $232.6K | 0.00% | −1,700−13.7% | Reduced |
| Bath Savings Trust Co | 10,700 | $232.1K | 0.02% | −50−0.5% | Reduced |
| Petrus Trust Company, LTA | 10,661 | $231.2K | 0.02% | −4,470−29.5% | Reduced |
| CWA Asset Management Group, LLC | 10,622 | $230.4K | 0.01% | −8,405−44.2% | Reduced |
| KPP Advisory Services LLC | 10,574 | $229.4K | 0.06% | −569−5.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,523 | $228.2K | 0.02% | −485−4.4% | Reduced |
| Excalibur Management Corp | 10,468 | $227.1K | 0.10% | −80−0.8% | Reduced |
| Horizon Investments, LLC | 10,441 | $226.5K | 0.01% | +226+2.2% | Added |
| Redwood Financial Network Corp | 10,421 | $226.0K | 0.20% | 00.0% | Unchanged |
| Edmp, Inc. | 10,383 | $225.2K | 0.19% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,347 | $224.4K | 0.00% | −1,041−9.1% | Reduced |
| United Advisor Group, LLC | 10,330 | $224.1K | 0.08% | +10,330 | New |
| Kendall Capital Management | 10,296 | $223.3K | 0.08% | −8,604−45.5% | Reduced |
| Koshinski Asset Management, Inc. | 10,272 | $222.8K | 0.02% | +10,272 | New |
| Nicholas Hoffman & Company, LLC. | 10,236 | $222.0K | 0.01% | +10,236 | New |