Institutional Ownership Walgreens Boots Alliance, Inc. (WBA)
This table provides information about the institutional ownership of Walgreens Boots Alliance, Inc. (WBA). We have compiled data on the 1,024 institutions that hold shares in the stock, with a total of 511 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
17,732
shares
|
$205,336
0.01% of portfolio
|
Q4 2023
Reduced 40.29%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
17,682
shares
|
$204,757
0.02% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
17,627
shares
|
$204,120
0.05% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
17,600
shares
|
$203,808
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
17,584
shares
|
$203,622
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
17,529
shares
|
$202,985
0.05% of portfolio
|
Q2 2022
Added 3.6%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,520
shares
|
$202,881
0.08% of portfolio
|
Q4 2021
Reduced 0.9%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
17,310
shares
|
$200,449
0.03% of portfolio
|
Q2 2021
Reduced 5.06%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
17,300
shares
|
$200,334
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
17,128
shares
|
$198,342
0.0% of portfolio
|
Q1 2025
Reduced 50.96%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
16,952
shares
|
$196,304
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
16,875
shares
|
$195,412
0.0% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
16,800
shares
|
$194,544
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
16,782
shares
|
$194,335
0.02% of portfolio
|
Q1 2025
Reduced 97.12%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
16,752
shares
|
$193,988
0.04% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
16,722
shares
|
$193,640
0.01% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
16,663
shares
|
$192,957
0.02% of portfolio
|
Q1 2025
Reduced 85.25%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
16,654
shares
|
$192,853
0.04% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
16,612
shares
|
$192,366
0.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
16,612
shares
|
$192,366
0.0% of portfolio
|
Q2 2024
Added 5.35%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
16,564
shares
|
$191,811
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
16,352
shares
|
$189,356
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
16,336
shares
|
$189,170
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
16,145
shares
|
$186,959
0.5% of portfolio
|
Q2 2022
Added 5.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,046
shares
|
$185,812
0.01% of portfolio
|
Q1 2025
Reduced 33.04%
|