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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 17,584 | $196.4K | 0.00% | +17,584 | New |
| Safe Harbor Fiduciary, LLC | 17,300 | $193.2K | 0.20% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 17,128 | $191.3K | 0.00% | −17,799−51.0% | Reduced |
| Optas, LLC | 16,952 | $189.4K | 0.03% | +16,952 | New |
| Forum Financial Management, LP | 16,875 | $188.5K | 0.00% | −2,850−14.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 16,800 | $187.7K | 0.05% | +16,800 | New |
| Philip James Wealth Mangement, LLC | 16,782 | $187.5K | 0.02% | −565,281−97.1% | Reduced |
| Paragon Capital Management Ltd | 16,752 | $187.1K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 16,722 | $186.8K | 0.01% | −4,840−22.4% | Reduced |
| International Assets Investment Management, LLC | 16,663 | $186.1K | 0.02% | −96,280−85.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 16,654 | $186.0K | 0.04% | +3,253+24.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,612 | $185.6K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 16,356 | $183.0K | 0.01% | +16,356 | New |
| Greenland Capital Management LP | 16,336 | $182.5K | 0.03% | +16,336 | New |
| IFP Advisors, Inc | 16,046 | $181.1K | 0.01% | −7,919−33.0% | Reduced |
| Chesley Taft & Associates LLC | 15,976 | $178.5K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 15,965 | $178.3K | 0.00% | −29,452−64.8% | Reduced |
| Rathbone Brothers plc | 15,948 | $178.1K | 0.00% | −2,140−11.8% | Reduced |
| Acorn Financial Advisory Services Inc | 15,680 | $175.2K | 0.03% | −2,627−14.3% | Reduced |
| Brevan Howard Capital Management LP | 15,254 | $170.4K | 0.00% | +15,254 | New |
| Prospera Financial Services Inc | 15,247 | $170.3K | 0.00% | −7,248−32.2% | Reduced |
| Revisor Wealth Management LLC | 15,160 | $169.3K | 0.08% | +15,160 | New |
| Boothbay Fund Management, LLC | 15,114 | $168.8K | 0.01% | +15,114 | New |
| Cito Capital Group, LLC | 15,000 | $168.0K | 0.06% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 14,855 | $166.0K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,783 | $165.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 14,568 | $163.0K | 0.01% | −10−0.1% | Reduced |
| Capital Investment Counsel, Inc | 14,415 | $161.0K | 0.02% | +1,500+11.6% | Added |
| Apollon Wealth Management, LLC | 14,373 | $160.5K | 0.00% | +2,333+19.4% | Added |
| Kestra Private Wealth Services, LLC | 14,340 | $160.2K | 0.00% | +4,215+41.6% | Added |
| Banco Santander, S.A. | 14,320 | $160.0K | 0.00% | −304−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,316 | $159.9K | 0.01% | −1,844−11.4% | Reduced |
| Smartleaf Asset Management LLC | 14,200 | $158.9K | 0.02% | +5,188+57.6% | Added |
| Independent Wealth Network Inc. | 14,200 | $158.6K | 0.06% | +2,962+26.4% | Added |
| CWA Asset Management Group, LLC | 14,157 | $158.1K | 0.01% | +1,264+9.8% | Added |
| Lantz Financial LLC | 13,959 | $155.9K | 0.04% | −1,768−11.2% | Reduced |
| Concurrent Investment Advisors, LLC | 13,924 | $155.5K | 0.00% | +3,064+28.2% | Added |
| King Luther Capital Management Corp | 13,850 | $154.7K | 0.00% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 13,808 | $154.2K | 0.02% | +50.0% | Added |
| NorthRock Partners, LLC | 13,708 | $153.1K | 0.01% | −16,702−54.9% | Reduced |
| Forza Wealth Management, LLC | 13,555 | $151.4K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,542 | $151.3K | 0.00% | −13,968−50.8% | Reduced |
| Camden Capital, LLC | 13,368 | $149.3K | 0.02% | +13,368 | New |
| Sound Income Strategies, LLC | 13,343 | $149.0K | 0.01% | −493,870−97.4% | Reduced |
| Compagnie Lombard Odier SCmA | 13,240 | $147.9K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 13,177 | $147.2K | 0.00% | +13,177 | New |
| EP Wealth Advisors, LLC | 13,168 | $147.1K | 0.00% | +613+4.9% | Added |
| MidWestOne Financial Group, Inc. | 13,148 | $146.9K | 0.02% | −2,450−15.7% | Reduced |
| Mutual Advisors, LLC | 13,290 | $146.3K | 0.00% | −1,327−9.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,995 | $145.2K | 0.01% | +490+3.9% | Added |
| Hexagon Capital Partners LLC | 12,881 | $143.9K | 0.03% | +602+4.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,877 | $143.8K | 0.00% | +167+1.3% | Added |
| Farther Finance Advisors, LLC | 12,741 | $142.2K | 0.00% | +5,080+66.3% | Added |
| MUFG Securities Americas Inc. | 12,696 | $141.8K | 0.02% | +2,103+19.9% | Added |
| Perigon Wealth Management, LLC | 12,678 | $141.6K | 0.00% | −567−4.3% | Reduced |
| Horizon Investments, LLC | 12,563 | $140.3K | 0.00% | +866+7.4% | Added |
| Trust Point Inc. | 12,265 | $137.0K | 0.01% | 00.0% | Unchanged |
| Farmers National Bank | 12,261 | $137.0K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 12,165 | $135.9K | 0.00% | +6,825+127.8% | Added |
| ABN AMRO Bank N.V. | 12,000 | $133.7K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 12,276 | $133.2K | 0.01% | +12,276 | New |
| Profund Advisors LLC | 11,835 | $132.2K | 0.01% | +11,835 | New |
| Cresset Asset Management, LLC | 11,817 | $132.0K | 0.00% | +11,817 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,808 | $132.0K | 0.00% | −5,009−29.8% | Reduced |
| HBK Sorce Advisory LLC | 11,793 | $131.7K | 0.00% | −798−6.3% | Reduced |
| Huntington National Bank | 11,752 | $131.3K | 0.00% | −7,133−37.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,586 | $129.4K | 0.01% | +11,586 | New |
| Adviser Investments LLC | 11,520 | $128.7K | 0.00% | −2,202−16.0% | Reduced |
| United Advisor Group, LLC | 11,280 | $126.0K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 11,255 | $125.7K | 0.00% | +11,255 | New |
| Skopos Labs, Inc. | 11,205 | $125.2K | 0.03% | +6,448+135.5% | Added |
| FreeGulliver LLC | 11,198 | $125.1K | 0.06% | −114−1.0% | Reduced |
| Convergence Investment Partners, LLC | 11,147 | $124.5K | 0.03% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 10,930 | $122.1K | 0.18% | −10.0% | Reduced |
| Abn Amro Investment Solutions | 10,807 | $120.7K | 0.00% | +10,807 | New |
| Wedmont Private Capital | 11,191 | $120.6K | 0.01% | +11,191 | New |
| Beacon Financial Group | 10,795 | $120.6K | 0.01% | −2,961−21.5% | Reduced |
| Atomi Financial Group, Inc. | 10,667 | $119.2K | 0.01% | +10,667 | New |
| Cary Street Partners Financial LLC | 10,663 | $119.1K | 0.00% | −40.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 10,450 | $116.7K | 0.01% | −830−7.4% | Reduced |
| denkapparat Operations GmbH | 10,432 | $116.5K | 0.12% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,412 | $116.3K | 0.00% | −3,886−27.2% | Reduced |
| Evercore Wealth Management, LLC | 10,408 | $116.3K | 0.00% | −383−3.5% | Reduced |
| Redwood Financial Network Corp | 10,352 | $115.6K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10,348 | $115.6K | 0.01% | +7,347+244.8% | Added |
| Jump Financial, LLC | 10,328 | $115.4K | 0.00% | −179,833−94.6% | Reduced |
| Strategic Advisors LLC | 10,255 | $114.5K | 0.02% | −46−0.4% | Reduced |
| Widmann Financial Services, Inc. | 10,152 | $113.4K | 0.09% | −1,635−13.9% | Reduced |
| KPP Advisory Services LLC | 10,126 | $113.1K | 0.02% | −56−0.5% | Reduced |
| Rakuten Securities, Inc. | 10,103 | $112.9K | 0.06% | −452,898−97.8% | Reduced |
| Bath Savings Trust Co | 10,000 | $111.7K | 0.01% | 00.0% | Unchanged |
| Tull Financial Group, Inc. | 10,000 | $111.7K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9,916 | $110.8K | 0.01% | +49+0.5% | Added |
| Farmers & Merchants Investments Inc | 9,854 | $110.1K | 0.00% | −1,582−13.8% | Reduced |
| Rowland & Co Investment Counsel | 9,826 | $109.8K | 0.02% | +9,826 | New |
| Ancora Advisors, LLC | 9,500 | $106.1K | 0.00% | +8,000+533.3% | Added |
| GeoWealth Management, LLC | 9,244 | $103.3K | 0.00% | −17,276−65.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 8,958 | $100.1K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 8,551 | $95.5K | 0.00% | +8,551 | New |
| TSFG, LLC | 8,317 | $93.0K | 0.02% | +40+0.5% | Added |