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, Q3 2024
Institutional positions in Walgreens Boots Alliance, Inc. as of Sep 30, 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
- 880
- −42 vs. Q2 2024
- Shares held
- 516.7M
- +68.0M (+15.1%) vs. Q2 2024
- Total value
- $4.63B
- −$802.2M (−14.8%) vs. Q2 2024
- New holders
- 112
- 282 more added
- Sold out
- 154
- 345 more reduced
12 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 358 | $3.21K | 0.00% | +10+2.9% | Added |
| Nemes Rush Group LLC | 150 | $3.25K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 372 | $3.33K | 0.00% | +372 | New |
| Hollencrest Capital Management | 375 | $3.36K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 314 | $3.48K | 0.00% | −41−11.5% | Reduced |
| Carolinas Wealth Consulting LLC | 392 | $3.51K | 0.00% | +35+9.8% | Added |
| FinTrust Capital Advisors, LLC | 407 | $3.65K | 0.00% | −1,942−82.7% | Reduced |
| TD Capital Management LLC | 412 | $3.69K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 414 | $3.71K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 440 | $3.94K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 442 | $3.96K | 0.00% | +12+2.8% | Added |
| Coston, McIsaac & Partners | 502 | $4.00K | 0.00% | +13+2.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $4.03K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 454 | $4.07K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 471 | $4.22K | 0.00% | −84,721−99.4% | Reduced |
| Bell Investment Advisors, Inc | 489 | $4.38K | 0.00% | +320+189.3% | Added |
| Park Place Capital Corp | 491 | $4.40K | 0.00% | −1−0.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 500 | $4.48K | 0.00% | −10,733−95.5% | Reduced |
| MV Capital Management, Inc. | 501 | $4.49K | 0.00% | +455+989.1% | Added |
| Zions Bancorporation, N.A. | 510 | $4.57K | 0.00% | +476+1,400.0% | Added |
| FSC Wealth Advisors, LLC | 510 | $4.57K | 0.00% | +14+2.8% | Added |
| Rise Advisors, LLC | 511 | $4.58K | 0.00% | −129−20.2% | Reduced |
| Key Financial Inc | 519 | $4.65K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 519 | $4.65K | 0.00% | +519 | New |
| Sugarloaf Wealth Management, LLC | 528 | $4.73K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 550 | $4.93K | 0.00% | −804−59.4% | Reduced |
| Hemington Wealth Management | 625 | $5.00K | 0.00% | +625 | New |
| BOK Financial Private Wealth, Inc. | 562 | $5.04K | 0.00% | +162+40.5% | Added |
| Creative Financial Designs Inc | 564 | $5.05K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 570 | $5.11K | 0.00% | +570 | New |
| POM Investment Strategies, LLC | 588 | $5.27K | 0.00% | +16+2.8% | Added |
| Piscataqua Savings Bank | 599 | $5.37K | 0.00% | −50−7.7% | Reduced |
| Peoples Financial Services Corp. | 600 | $5.38K | 0.00% | −225−27.3% | Reduced |
| Washington Trust Advisors, Inc. | 600 | $5.38K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 600 | $5.38K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 600 | $5.38K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 725 | $6.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 680 | $6.09K | 0.00% | +7+1.0% | Added |
| Blume Capital Management, Inc. | 700 | $6.27K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 701 | $6.28K | 0.00% | +679+3,086.4% | Added |
| SOA Wealth Advisors, LLC. | 741 | $6.64K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 831 | $7.00K | 0.00% | +25+3.1% | Added |
| TD Waterhouse Canada Inc. | 815 | $7.07K | 0.00% | −387−32.2% | Reduced |
| Trust Co of Vermont | 800 | $7.17K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 800 | $7.17K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 828 | $7.42K | 0.00% | +828 | New |
| Creekmur Asset Management LLC | 828 | $7.42K | 0.00% | +828 | New |
| GHP Investment Advisors, Inc. | 847 | $7.59K | 0.00% | +709+513.8% | Added |
| Acadian Asset Management LLC | 1,001 | $8.00K | 0.00% | −14,455−93.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 900 | $8.06K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 903 | $8.09K | 0.01% | +901+45,050.0% | Added |
| GPS Wealth Strategies Group, LLC | 904 | $8.10K | 0.00% | +38+4.4% | Added |
| Cromwell Holdings LLC | 937 | $8.40K | 0.01% | −1,414−60.1% | Reduced |
| Front Row Advisors LLC | 971 | $8.70K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,000 | $8.96K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $8.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,043 | $9.00K | 0.00% | +381+57.6% | Added |
| Cassady Schiller Wealth Management, LLC | 1,016 | $9.10K | 0.00% | −87−7.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,026 | $9.20K | 0.00% | −281−21.5% | Reduced |
| Claris Advisors, LLC | 1,059 | $9.49K | 0.00% | +1,059 | New |
| West Branch Capital LLC | 1,061 | $9.51K | 0.00% | +4+0.4% | Added |
| First Command Advisory Services, Inc. | 1,065 | $9.54K | 0.00% | −274−20.5% | Reduced |
| Fortitude Family Office, LLC | 1,104 | $9.89K | 0.00% | +1,104 | New |
| New England Capital Financial Advisors LLC | 1,117 | $10.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,139 | $10.2K | 0.00% | +1,139 | New |
| Rocky Mountain Advisers, LLC | 1,150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,199 | $10.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 910 | $11.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,284 | $11.5K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,291 | $11.6K | 0.00% | +1,291 | New |
| Financial Freedom, LLC | 1,317 | $11.8K | 0.01% | +22+1.7% | Added |
| Colonial Trust Advisors | 1,350 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,405 | $12.6K | 0.01% | +50+3.7% | Added |
| Atwood & Palmer Inc | 1,500 | $13.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,516 | $13.6K | 0.00% | +277+22.4% | Added |
| Raleigh Capital Management Inc. | 1,532 | $13.7K | 0.01% | +745+94.7% | Added |
| Kimelman & Baird, LLC | 1,600 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 1,607 | $14.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 1,629 | $14.6K | 0.01% | +1,629 | New |
| Colonial Trust Co | 1,631 | $14.6K | 0.00% | +31+1.9% | Added |
| NBT Bank N A | 1,660 | $14.9K | 0.00% | +1,500+937.5% | Added |
| AdvisorNet Financial, Inc | 1,674 | $15.0K | 0.00% | +1,028+159.1% | Added |
| Capital Advisors, Ltd. LLC | 1,671 | $15.0K | 0.00% | +1,443+632.9% | Added |
| Meeder Asset Management Inc | 1,675 | $15.0K | 0.00% | −18,594−91.7% | Reduced |
| EnRich Financial Partners LLC | 1,698 | $15.2K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,725 | $15.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,750 | $16.0K | 0.01% | +1,750 | New |
| Ancora Advisors, LLC | 1,800 | $16.1K | 0.00% | −600−25.0% | Reduced |
| First Financial Corp | 1,800 | $16.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,900 | $17.2K | 0.00% | +203+12.0% | Added |
| SJS Investment Consulting Inc. | 1,945 | $17.4K | 0.00% | −38−1.9% | Reduced |
| Optimum Investment Advisors | 1,993 | $17.9K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,000 | $17.9K | 0.01% | +2,000 | New |
| First Personal Financial Services | 2,009 | $18.0K | 0.00% | −1,291−39.1% | Reduced |
| SWAN Capital LLC | 2,042 | $18.3K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2,100 | $18.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,195 | $19.7K | 0.00% | +1,023+87.3% | Added |
| Quarry LP | 2,281 | $20.4K | 0.01% | +2,281 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,354 | $21.1K | 0.00% | +10.0% | Added |