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 2024
Institutional positions in Walgreens Boots Alliance, Inc. as of Dec 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
- 882
- +17 vs. Q3 2024
- Shares held
- 537.5M
- +22.1M (+4.3%) vs. Q3 2024
- Total value
- $5.02B
- +$398.2M (+8.6%) vs. Q3 2024
- New holders
- 145
- 291 more added
- Sold out
- 128
- 310 more reduced
15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 367 | $3.42K | 0.00% | +9+2.5% | Added |
| CoreFirst Bank & Trust | 370 | $3.45K | 0.00% | −200−35.1% | Reduced |
| ORG Wealth Partners, LLC | 372 | $3.47K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 375 | $3.50K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 391 | $3.65K | 0.00% | +391 | New |
| Trust Co of Vermont | 400 | $3.73K | 0.00% | −400−50.0% | Reduced |
| HHM Wealth Advisors, LLC | 400 | $3.73K | 0.00% | +400 | New |
| Zions Bancorporation, N.A. | 403 | $3.76K | 0.00% | −107−21.0% | Reduced |
| Carolinas Wealth Consulting LLC | 411 | $3.83K | 0.00% | +19+4.8% | Added |
| TD Capital Management LLC | 412 | $3.84K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 424 | $3.96K | 0.00% | +229+117.4% | Added |
| Capital Advisors, Ltd. LLC | 376 | $4.00K | 0.00% | −1,295−77.5% | Reduced |
| Coston, McIsaac & Partners | 513 | $4.00K | 0.00% | +11+2.2% | Added |
| Pin Oak Investment Advisors Inc | 424 | $4.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 440 | $4.11K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 442 | $4.12K | 0.00% | +442 | New |
| Bogart Wealth, LLC | 449 | $4.19K | 0.00% | +204+83.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $4.20K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 450 | $4.20K | 0.00% | −60−11.8% | Reduced |
| Winch Advisory Services, LLC | 454 | $4.23K | 0.00% | +12+2.7% | Added |
| Stephens Consulting, LLC | 454 | $4.24K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 465 | $4.34K | 0.00% | +253+119.3% | Added |
| Park Place Capital Corp | 491 | $4.58K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 500 | $4.67K | 0.00% | −100−16.7% | Reduced |
| VSM Wealth Advisory, LLC | 500 | $4.67K | 0.00% | +500 | New |
| Rise Advisors, LLC | 511 | $4.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 513 | $4.79K | 0.00% | −51−9.0% | Reduced |
| Key Financial Inc | 519 | $4.84K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 528 | $4.93K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 537 | $5.01K | 0.00% | +123+29.7% | Added |
| Stephenson National Bank & Trust | 539 | $5.03K | 0.00% | +539 | New |
| Crowley Wealth Management, Inc. | 580 | $5.41K | 0.00% | +580 | New |
| Northwest Bank & Trust Co | 600 | $5.41K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 588 | $5.49K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 599 | $5.59K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 600 | $5.60K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 600 | $5.60K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 609 | $5.68K | 0.00% | +442+264.7% | Added |
| Quintet Private Bank (Europe) S.A. | 650 | $6.07K | 0.00% | +400+160.0% | Added |
| Versant Capital Management, Inc | 651 | $6.07K | 0.00% | +312+92.0% | Added |
| Archer Investment Corp | 686 | $6.40K | 0.00% | +6+0.9% | Added |
| Blume Capital Management, Inc. | 700 | $6.53K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 704 | $6.57K | 0.00% | +203+40.5% | Added |
| SOA Wealth Advisors, LLC. | 734 | $6.85K | 0.00% | −7−0.9% | Reduced |
| Horizon Bancorp Inc | 725 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 773 | $7.00K | 0.00% | +148+23.7% | Added |
| Private Wealth Management Group, LLC | 777 | $7.25K | 0.00% | +451+138.3% | Added |
| Clear Investment Research, LLC | 800 | $7.46K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 812 | $7.58K | 0.00% | −704−46.4% | Reduced |
| Creekmur Asset Management LLC | 828 | $7.72K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 835 | $7.93K | 0.00% | +521+165.9% | Added |
| GHP Investment Advisors, Inc. | 850 | $7.93K | 0.00% | +3+0.4% | Added |
| SRS Capital Advisors, Inc. | 863 | $8.05K | 0.00% | −163−15.9% | Reduced |
| Quent Capital, LLC | 892 | $8.32K | 0.00% | +191+27.2% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $8.40K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 927 | $8.65K | 0.00% | +23+2.5% | Added |
| Raiffeisen Bank International AG | 943 | $8.97K | 0.00% | +943 | New |
| GW&K Investment Management, LLC | 951 | $9.00K | 0.00% | −92−8.8% | Reduced |
| Front Row Advisors LLC | 971 | $9.06K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,000 | $9.33K | 0.01% | +1,000 | New |
| Fortitude Family Office, LLC | 1,000 | $9.33K | 0.00% | −104−9.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,000 | $9.33K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $9.33K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 1,000 | $9.61K | 0.01% | +1,000 | New |
| West Branch Capital LLC | 1,057 | $9.86K | 0.00% | −4−0.4% | Reduced |
| First Command Advisory Services, Inc. | 1,065 | $9.94K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,117 | $10.4K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,141 | $10.6K | 0.00% | +125+12.3% | Added |
| Transce3nd, LLC | 1,159 | $10.8K | 0.00% | +1,159 | New |
| Ameriflex Group, Inc. | 1,060 | $10.9K | 0.00% | +1,060 | New |
| Darwin Advisors, LLC | 1,168 | $10.9K | 0.00% | +29+2.5% | Added |
| Frazier Financial Advisors, LLC | 1,200 | $11.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,198 | $11.2K | 0.00% | −1−0.1% | Reduced |
| EnRich Financial Partners LLC | 1,268 | $11.8K | 0.00% | −430−25.3% | Reduced |
| Cromwell Holdings LLC | 1,273 | $11.9K | 0.01% | +336+35.9% | Added |
| Manchester Capital Management LLC | 1,307 | $12.2K | 0.00% | +757+137.6% | Added |
| Financial Freedom, LLC | 1,336 | $12.5K | 0.01% | +19+1.4% | Added |
| Federated Hermes, Inc. | 1,337 | $12.5K | 0.00% | +509+61.5% | Added |
| Hanson & Doremus Investment Management | 1,350 | $13.0K | 0.00% | +1,350 | New |
| Quarry LP | 1,396 | $13.0K | 0.00% | −885−38.8% | Reduced |
| Hopwood Financial Services, Inc. | 1,400 | $13.1K | 0.01% | +1,400 | New |
| AdvisorNet Financial, Inc | 1,468 | $13.7K | 0.00% | −206−12.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,481 | $13.8K | 0.00% | +666+81.7% | Added |
| Ancora Advisors, LLC | 1,500 | $14.0K | 0.00% | −300−16.7% | Reduced |
| Atwood & Palmer Inc | 1,500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,503 | $14.0K | 0.00% | −1,703−53.1% | Reduced |
| Cape Investment Advisory, Inc. | 1,555 | $14.5K | 0.01% | +150+10.7% | Added |
| Kimelman & Baird, LLC | 1,600 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 1,607 | $15.0K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,660 | $15.5K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,750 | $16.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,817 | $16.0K | 0.00% | +1,781+4,947.2% | Added |
| Monetary Management Group Inc | 1,725 | $16.1K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 1,750 | $16.3K | 0.01% | +1,750 | New |
| Raleigh Capital Management Inc. | 1,895 | $17.7K | 0.01% | +363+23.7% | Added |
| Assetmark, Inc | 1,989 | $18.6K | 0.00% | +1,788+889.6% | Added |
| PEAK6 LLC | 1,991 | $18.6K | 0.00% | +1,991 | New |
| Optimum Investment Advisors | 1,993 | $18.6K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,000 | $18.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,035 | $19.0K | 0.00% | +99+5.1% | Added |