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 |
|---|---|---|---|---|---|
| Hopwood Financial Services, Inc. | 1,400 | $13.1K | 0.01% | +1,400 | New |
| Quarry LP | 1,396 | $13.0K | 0.00% | −885−38.8% | Reduced |
| Hanson & Doremus Investment Management | 1,350 | $13.0K | 0.00% | +1,350 | New |
| Federated Hermes, Inc. | 1,337 | $12.5K | 0.00% | +509+61.5% | Added |
| Financial Freedom, LLC | 1,336 | $12.5K | 0.01% | +19+1.4% | Added |
| Manchester Capital Management LLC | 1,307 | $12.2K | 0.00% | +757+137.6% | Added |
| Cromwell Holdings LLC | 1,273 | $11.9K | 0.01% | +336+35.9% | Added |
| EnRich Financial Partners LLC | 1,268 | $11.8K | 0.00% | −430−25.3% | Reduced |
| Activest Wealth Management | 1,198 | $11.2K | 0.00% | −1−0.1% | Reduced |
| Frazier Financial Advisors, LLC | 1,200 | $11.1K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,168 | $10.9K | 0.00% | +29+2.5% | Added |
| Ameriflex Group, Inc. | 1,060 | $10.9K | 0.00% | +1,060 | New |
| Transce3nd, LLC | 1,159 | $10.8K | 0.00% | +1,159 | New |
| Cassady Schiller Wealth Management, LLC | 1,141 | $10.6K | 0.00% | +125+12.3% | Added |
| New England Capital Financial Advisors LLC | 1,117 | $10.4K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,065 | $9.94K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,057 | $9.86K | 0.00% | −4−0.4% | Reduced |
| Chapman Financial Group, LLC | 1,000 | $9.61K | 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 |
| Asset Planning,Inc | 1,000 | $9.33K | 0.01% | +1,000 | New |
| Front Row Advisors LLC | 971 | $9.06K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 951 | $9.00K | 0.00% | −92−8.8% | Reduced |
| Raiffeisen Bank International AG | 943 | $8.97K | 0.00% | +943 | New |
| GPS Wealth Strategies Group, LLC | 927 | $8.65K | 0.00% | +23+2.5% | Added |
| Caldwell Sutter Capital, Inc. | 900 | $8.40K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 892 | $8.32K | 0.00% | +191+27.2% | Added |
| SRS Capital Advisors, Inc. | 863 | $8.05K | 0.00% | −163−15.9% | Reduced |
| GHP Investment Advisors, Inc. | 850 | $7.93K | 0.00% | +3+0.4% | Added |
| Kozak & Associates, Inc. | 835 | $7.93K | 0.00% | +521+165.9% | Added |
| Creekmur Asset Management LLC | 828 | $7.72K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 812 | $7.58K | 0.00% | −704−46.4% | Reduced |
| Clear Investment Research, LLC | 800 | $7.46K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 777 | $7.25K | 0.00% | +451+138.3% | Added |
| Horizon Bancorp Inc | 725 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 773 | $7.00K | 0.00% | +148+23.7% | Added |
| SOA Wealth Advisors, LLC. | 734 | $6.85K | 0.00% | −7−0.9% | Reduced |
| MV Capital Management, Inc. | 704 | $6.57K | 0.00% | +203+40.5% | Added |
| Blume Capital Management, Inc. | 700 | $6.53K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 686 | $6.40K | 0.00% | +6+0.9% | Added |
| Versant Capital Management, Inc | 651 | $6.07K | 0.00% | +312+92.0% | Added |
| Quintet Private Bank (Europe) S.A. | 650 | $6.07K | 0.00% | +400+160.0% | Added |
| Dunhill Financial, LLC | 609 | $5.68K | 0.00% | +442+264.7% | Added |
| Washington Trust Advisors, Inc. | 600 | $5.60K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 600 | $5.60K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 599 | $5.59K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 588 | $5.49K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 600 | $5.41K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 580 | $5.41K | 0.00% | +580 | New |
| Stephenson National Bank & Trust | 539 | $5.03K | 0.00% | +539 | New |
| Tradewinds Capital Management, LLC | 537 | $5.01K | 0.00% | +123+29.7% | Added |
| Sugarloaf Wealth Management, LLC | 528 | $4.93K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 519 | $4.84K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 513 | $4.79K | 0.00% | −51−9.0% | Reduced |
| Rise Advisors, LLC | 511 | $4.77K | 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 |
| Park Place Capital Corp | 491 | $4.58K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 465 | $4.34K | 0.00% | +253+119.3% | Added |
| Stephens Consulting, LLC | 454 | $4.24K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 454 | $4.23K | 0.00% | +12+2.7% | Added |
| FSC Wealth Advisors, LLC | 450 | $4.20K | 0.00% | −60−11.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 449 | $4.19K | 0.00% | +204+83.3% | Added |
| Richards, Merrill & Peterson, Inc. | 442 | $4.12K | 0.00% | +442 | New |
| Webster Bank, N. A. | 440 | $4.11K | 0.00% | 00.0% | Unchanged |
| 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 |
| CBIZ Investment Advisory Services, LLC | 424 | $3.96K | 0.00% | +229+117.4% | Added |
| TD Capital Management LLC | 412 | $3.84K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 411 | $3.83K | 0.00% | +19+4.8% | Added |
| Zions Bancorporation, N.A. | 403 | $3.76K | 0.00% | −107−21.0% | Reduced |
| Trust Co of Vermont | 400 | $3.73K | 0.00% | −400−50.0% | Reduced |
| HHM Wealth Advisors, LLC | 400 | $3.73K | 0.00% | +400 | New |
| New Wave Wealth Advisors LLC | 391 | $3.65K | 0.00% | +391 | New |
| Hollencrest Capital Management | 375 | $3.50K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 372 | $3.47K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 370 | $3.45K | 0.00% | −200−35.1% | Reduced |
| Financial Avengers, Inc. | 367 | $3.42K | 0.00% | +9+2.5% | Added |
| Medallion Wealth Advisors, LLC | 363 | $3.39K | 0.00% | +363 | New |
| Godsey & Gibb Associates | 323 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 359 | $3.00K | 0.00% | +359 | New |
| Coppell Advisory Solutions LLC | 313 | $2.90K | 0.00% | +195+165.3% | Added |
| Armstrong Advisory Group, Inc | 301 | $2.81K | 0.00% | +3+1.0% | Added |
| Colonial Trust Advisors | 300 | $2.80K | 0.00% | −1,050−77.8% | Reduced |
| HM Payson & Co | 300 | $2.80K | 0.00% | −50−14.3% | Reduced |
| St Germain D J Co Inc | 300 | $2.80K | 0.00% | +300 | New |
| Legacy Investment Solutions, LLC | 275 | $2.78K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 275 | $2.78K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 294 | $2.74K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 286 | $2.67K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 284 | $2.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 275 | $2.57K | 0.00% | +70+34.1% | Added |
| MeadowBrook Investment Advisors LLC | 275 | $2.57K | 0.00% | −225−45.0% | Reduced |
| Caldwell Trust Co | 272 | $2.54K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 265 | $2.47K | 0.00% | +265 | Added |
| Addison Advisors LLC | 261 | $2.44K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 259 | $2.42K | 0.00% | 00.0% | Unchanged |