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 |
|---|---|---|---|---|---|
| Kimelman & Baird, LLC | 1,600 | $14.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,532 | $13.7K | 0.01% | +745+94.7% | Added |
| First Horizon Advisors, Inc. | 1,516 | $13.6K | 0.00% | +277+22.4% | Added |
| Atwood & Palmer Inc | 1,500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,405 | $12.6K | 0.01% | +50+3.7% | Added |
| Colonial Trust Advisors | 1,350 | $12.1K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,317 | $11.8K | 0.01% | +22+1.7% | Added |
| Planned Solutions, Inc. | 1,291 | $11.6K | 0.00% | +1,291 | New |
| Riverview Trust Co | 1,284 | $11.5K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 910 | $11.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,199 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,139 | $10.2K | 0.00% | +1,139 | New |
| New England Capital Financial Advisors LLC | 1,117 | $10.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,104 | $9.89K | 0.00% | +1,104 | New |
| First Command Advisory Services, Inc. | 1,065 | $9.54K | 0.00% | −274−20.5% | Reduced |
| West Branch Capital LLC | 1,061 | $9.51K | 0.00% | +4+0.4% | Added |
| Claris Advisors, LLC | 1,059 | $9.49K | 0.00% | +1,059 | New |
| SRS Capital Advisors, Inc. | 1,026 | $9.20K | 0.00% | −281−21.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,016 | $9.10K | 0.00% | −87−7.9% | Reduced |
| GW&K Investment Management, LLC | 1,043 | $9.00K | 0.00% | +381+57.6% | Added |
| 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 |
| Front Row Advisors LLC | 971 | $8.70K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 937 | $8.40K | 0.01% | −1,414−60.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 904 | $8.10K | 0.00% | +38+4.4% | Added |
| Planning Capital Management Corp | 903 | $8.09K | 0.01% | +901+45,050.0% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $8.06K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,001 | $8.00K | 0.00% | −14,455−93.5% | Reduced |
| GHP Investment Advisors, Inc. | 847 | $7.59K | 0.00% | +709+513.8% | Added |
| Federated Hermes, Inc. | 828 | $7.42K | 0.00% | +828 | New |
| Creekmur Asset Management LLC | 828 | $7.42K | 0.00% | +828 | New |
| Trust Co of Vermont | 800 | $7.17K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 800 | $7.17K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 815 | $7.07K | 0.00% | −387−32.2% | Reduced |
| Covestor Ltd | 831 | $7.00K | 0.00% | +25+3.1% | Added |
| SOA Wealth Advisors, LLC. | 741 | $6.64K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 701 | $6.28K | 0.00% | +679+3,086.4% | Added |
| Blume Capital Management, Inc. | 700 | $6.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 680 | $6.09K | 0.00% | +7+1.0% | Added |
| Horizon Bancorp Inc | 725 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Piscataqua Savings Bank | 599 | $5.37K | 0.00% | −50−7.7% | Reduced |
| POM Investment Strategies, LLC | 588 | $5.27K | 0.00% | +16+2.8% | Added |
| CoreFirst Bank & Trust | 570 | $5.11K | 0.00% | +570 | New |
| Creative Financial Designs Inc | 564 | $5.05K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 562 | $5.04K | 0.00% | +162+40.5% | Added |
| Hemington Wealth Management | 625 | $5.00K | 0.00% | +625 | New |
| Manchester Capital Management LLC | 550 | $4.93K | 0.00% | −804−59.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 528 | $4.73K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 519 | $4.65K | 0.00% | +519 | New |
| Key Financial Inc | 519 | $4.65K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 511 | $4.58K | 0.00% | −129−20.2% | Reduced |
| FSC Wealth Advisors, LLC | 510 | $4.57K | 0.00% | +14+2.8% | Added |
| Zions Bancorporation, N.A. | 510 | $4.57K | 0.00% | +476+1,400.0% | Added |
| MV Capital Management, Inc. | 501 | $4.49K | 0.00% | +455+989.1% | Added |
| MeadowBrook Investment Advisors LLC | 500 | $4.48K | 0.00% | −10,733−95.5% | Reduced |
| Park Place Capital Corp | 491 | $4.40K | 0.00% | −1−0.2% | Reduced |
| Bell Investment Advisors, Inc | 489 | $4.38K | 0.00% | +320+189.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 471 | $4.22K | 0.00% | −84,721−99.4% | Reduced |
| Stephens Consulting, LLC | 454 | $4.07K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $4.03K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 502 | $4.00K | 0.00% | +13+2.7% | Added |
| Winch Advisory Services, LLC | 442 | $3.96K | 0.00% | +12+2.8% | Added |
| Webster Bank, N. A. | 440 | $3.94K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 414 | $3.71K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 412 | $3.69K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 407 | $3.65K | 0.00% | −1,942−82.7% | Reduced |
| Carolinas Wealth Consulting LLC | 392 | $3.51K | 0.00% | +35+9.8% | Added |
| Kozak & Associates, Inc. | 314 | $3.48K | 0.00% | −41−11.5% | Reduced |
| Hollencrest Capital Management | 375 | $3.36K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 372 | $3.33K | 0.00% | +372 | New |
| Nemes Rush Group LLC | 150 | $3.25K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 358 | $3.21K | 0.00% | +10+2.9% | Added |
| HM Payson & Co | 350 | $3.14K | 0.00% | +50+16.7% | Added |
| WFA of San Diego, LLC | 345 | $3.09K | 0.00% | −60−14.8% | Reduced |
| Versant Capital Management, Inc | 339 | $3.04K | 0.00% | −2,572−88.4% | Reduced |
| Pin Oak Investment Advisors Inc | 424 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 326 | $2.92K | 0.00% | +98+43.0% | Added |
| Godsey & Gibb Associates | 323 | $2.90K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $2.69K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 298 | $2.67K | 0.00% | +3+1.0% | Added |
| Anfield Capital Management, LLC | 294 | $2.63K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 287 | $2.57K | 0.00% | +287 | New |
| C M Bidwell & Associates Ltd | 286 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 284 | $2.54K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 275 | $2.48K | 0.00% | +275 | New |
| Legacy Wealth Managment, LLC | 275 | $2.48K | 0.00% | +275 | New |
| Caldwell Trust Co | 272 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 271 | $2.43K | 0.00% | −601−68.9% | Reduced |
| Gen-Wealth Partners Inc | 254 | $2.35K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 261 | $2.34K | 0.00% | −236−47.5% | Reduced |
| TruNorth Capital Management, LLC | 259 | $2.32K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 253 | $2.27K | 0.00% | +200+377.4% | Added |
| Beacon Capital Management, LLC | 252 | $2.26K | 0.00% | +2+0.8% | Added |
| United Community Bank | 250 | $2.24K | 0.00% | −7,181−96.6% | Reduced |