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 2025
Institutional positions in Walgreens Boots Alliance, Inc. as of Mar 31, 2025. 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
- 852
- −14 vs. Q4 2024
- Shares held
- 538.2M
- +2.99M (+0.6%) vs. Q4 2024
- Total value
- $6.01B
- +$1.02B (+20.4%) vs. Q4 2024
- New holders
- 143
- 233 more added
- Sold out
- 157
- 314 more reduced
16 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Walgreens Boots Alliance, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 325 | $3.63K | 0.00% | −115−26.1% | Reduced |
| Caldwell Trust Co | 347 | $3.88K | 0.00% | +75+27.6% | Added |
| Hazlett, Burt & Watson, Inc. | 359 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 367 | $4.10K | 0.00% | 00.0% | Unchanged |
| Motco | 369 | $4.12K | 0.00% | +160+76.6% | Added |
| ORG Wealth Partners, LLC | 372 | $4.15K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 375 | $4.19K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 380 | $4.25K | 0.00% | −200−34.5% | Reduced |
| Trust Co of Vermont | 400 | $4.47K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $4.47K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 412 | $4.60K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 414 | $4.63K | 0.00% | −123−22.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 424 | $4.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 433 | $4.84K | 0.00% | +256+144.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $5.03K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 450 | $5.03K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 454 | $5.07K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 454 | $5.07K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 465 | $5.19K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 481 | $5.37K | 0.00% | −38−7.3% | Reduced |
| Transce3nd, LLC | 492 | $5.50K | 0.00% | −667−57.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 500 | $5.58K | 0.00% | −10,328−95.4% | Reduced |
| First Command Advisory Services, Inc. | 500 | $5.58K | 0.00% | −565−53.1% | Reduced |
| Peoples Financial Services Corp. | 500 | $5.58K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 513 | $5.73K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 544 | $6.08K | 0.00% | −348−39.0% | Reduced |
| South State Corp. | 546 | $6.10K | 0.00% | +546 | New |
| Rise Advisors, LLC | 582 | $6.51K | 0.00% | +71+13.9% | Added |
| Archer Investment Corp | 586 | $6.54K | 0.00% | −100−14.6% | Reduced |
| Tower Trust & Investment Co | 600 | $6.58K | 0.01% | +600 | New |
| Washington Trust Advisors, Inc. | 600 | $6.70K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 600 | $6.70K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 637 | $7.12K | 0.00% | −14,943−95.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 650 | $7.26K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 659 | $7.35K | 0.00% | +296+81.5% | Added |
| Horizon Bancorp Inc | 725 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 790 | $8.00K | 0.00% | +17+2.2% | Added |
| Blume Capital Management, Inc. | 728 | $8.13K | 0.00% | +28+4.0% | Added |
| Private Wealth Management Group, LLC | 777 | $8.68K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 800 | $8.93K | 0.00% | +800 | New |
| Clear Investment Research, LLC | 800 | $8.94K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 835 | $9.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 819 | $9.15K | 0.01% | +607+286.3% | Added |
| Creekmur Asset Management LLC | 828 | $9.25K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 850 | $9.50K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 897 | $10.0K | 0.00% | +897 | New |
| Caldwell Sutter Capital, Inc. | 900 | $10.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 906 | $10.1K | 0.00% | +202+28.7% | Added |
| Greykasell Wealth Strategies, Inc. | 936 | $10.5K | 0.01% | +936 | New |
| Raiffeisen Bank International AG | 943 | $10.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 952 | $10.6K | 0.00% | +952 | New |
| Front Row Advisors LLC | 971 | $10.9K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,168 | $10.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 997 | $11.0K | 0.00% | +46+4.8% | Added |
| Asset Planning,Inc | 1,000 | $11.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,000 | $11.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $11.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,000 | $11.2K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,000 | $11.2K | 0.01% | +1,000 | New |
| Ameriflex Group, Inc. | 1,060 | $11.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,084 | $12.1K | 0.00% | +350+47.7% | Added |
| New England Capital Financial Advisors LLC | 1,117 | $12.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,177 | $13.1K | 0.00% | +1,177 | New |
| Frazier Financial Advisors, LLC | 1,200 | $13.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,263 | $14.0K | 0.00% | +887+235.9% | Added |
| Hantz Financial Services, Inc. | 1,231 | $14.0K | 0.00% | +1,231 | New |
| Whittier Trust Co of Nevada Inc | 1,273 | $14.2K | 0.00% | −230−15.3% | Reduced |
| AdvisorNet Financial, Inc | 1,301 | $14.5K | 0.00% | −167−11.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,308 | $14.6K | 0.03% | +1,308 | New |
| TD Waterhouse Canada Inc. | 1,331 | $14.8K | 0.00% | −150−10.1% | Reduced |
| Financial Freedom, LLC | 1,336 | $14.9K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,379 | $15.4K | 0.00% | +181+15.1% | Added |
| Monetary Management Group Inc | 1,475 | $16.5K | 0.00% | −250−14.5% | Reduced |
| Atwood & Palmer Inc | 1,500 | $16.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,520 | $17.0K | 0.00% | −10,200−87.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,560 | $17.4K | 0.01% | +5+0.3% | Added |
| Investors Research Corp | 1,575 | $17.6K | 0.00% | −16,532−91.3% | Reduced |
| Assetmark, Inc | 1,592 | $17.8K | 0.00% | −397−20.0% | Reduced |
| Kimelman & Baird, LLC | 1,600 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 1,607 | $17.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,700 | $18.0K | 0.01% | +1,700 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,621 | $18.1K | 0.00% | −733−31.1% | Reduced |
| LRI Investments, LLC | 1,635 | $18.3K | 0.00% | −5,636−77.5% | Reduced |
| NBT Bank N A | 1,660 | $18.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,665 | $18.6K | 0.01% | +392+30.8% | Added |
| Ransom Advisory, Ltd | 1,800 | $20.1K | 0.01% | +1,800 | New |
| Optimum Investment Advisors | 1,993 | $22.3K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,000 | $22.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,013 | $22.5K | 0.00% | −685−25.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,013 | $22.5K | 0.01% | −1,053−34.3% | Reduced |
| SWAN Capital LLC | 2,042 | $22.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,063 | $23.0K | 0.00% | +22+1.1% | Added |
| NBC Securities, Inc. | 2,156 | $24.0K | 0.00% | +2,154+107,700.0% | Added |
| Covestor Ltd | 2,294 | $25.0K | 0.02% | +66+3.0% | Added |
| Bayforest Capital Ltd | 2,304 | $25.7K | 0.01% | −27,461−92.3% | Reduced |
| True Wealth Design, LLC | 2,319 | $25.9K | 0.01% | +2,319 | New |
| Sentry Investment Management LLC | 2,483 | $27.0K | 0.02% | +2,483 | New |
| Eastern Bank | 2,434 | $27.2K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 2,435 | $27.2K | 0.03% | +2,435 | New |
| Pinnacle Bancorp, Inc. | 2,459 | $27.5K | 0.01% | 00.0% | Unchanged |