WBA Institutional Ownership & Shareholders
WALGREENS BOOTS ALLIANCE INC (WBA) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $157.14M based on the latest available SEC Form 13F filings for the quarter ended December 31, 2021.
Advisors Asset Management, Inc. is currently the largest disclosed institutional shareholder of WBA tracked by InsiderSet, reporting ownership valued at approximately $21.25M in its December 31, 2021 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 14% of the total disclosed WBA value among the investors covered in this analysis. Major shareholders include Advisors Asset Management, Inc., Redwood Investment Management, Llc, Huntington National Bank, and several other long-term asset managers with concentrated positions in WALGREENS BOOTS ALLIANCE INC (WBA).
This page ranks the largest institutional WBA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
4
Total Reported Value
$157.14M
Largest Holder
Advisors Asset Management, Inc.
Largest Position
$21.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q4 2021
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0.30% | 407,314 | $21,245,498 | — | — | — | |
| Redwood Investment Management, Llc | 0.15% | 160,538 | $1,498 | — | — | — | |
| Huntington National Bank | 0.00% | 1 | $12 | — | — | — |
Frequently asked questions about WBA
Who are the largest institutional holders of WBA?
The largest institutional holders of WBA reported in the latest SEC Form 13F filings include Advisors Asset Management, Inc., Redwood Investment Management, Llc, and Huntington National Bank. InsiderSet ranks institutional holders by their latest reported WBA position.
What is WBA institutional ownership?
This page tracks WBA positions reported by institutional investment managers through SEC Form 13F. WALGREENS BOOTS ALLIANCE INC (WBA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WBA?
InsiderSet currently tracks 4 institutional managers reporting WBA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WBA shareholders.
How much WBA stock do institutions own?
Institutional investment managers disclosed approximately $157.14M in WBA holdings for Q4 2021. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WBA institutional ownership last updated?
The latest WBA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended December 31, 2021. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WBA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WBA position after the reporting date.
Are institutions buying or selling WBA?
Institutional buying and selling can be analyzed by comparing WBA positions across consecutive 13F reporting periods. InsiderSet's WBA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WBA ownership changes.
How has WBA institutional ownership changed over time?
InsiderSet tracks WBA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.