13F Insight
DOSSIER · 13F Holders · Q1 2026Healthcare · Pharmaceutical RetailCheap mega-capRe-rated
WBA

WALGREENS BOOTS ALLIANCE INC

22 institutions still hold WALGREENS BOOTS ALLIANCE INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 931427108·Pharmaceutical Retail·22 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.0%
vs prior quarter
13F value held
$3M
55.0% inst. owned
of float
Holders
22
-75 QoQ
filers reporting
Activity
+38 / −6
+813 added · −725 reduced
this quarter
Concentration
29.14%
William B. Walkup & Associates, Inc. #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported WBA in Q1 2026. William B. Walkup & Associates, Inc. leads at 29.1% of the visible book. -75 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
William B. Walkup & Associates, Inc.
CIK 0002034054
$795,09771K0.47%Q1 202602
MIZUHO SECURITIES USA LLC
CIK 0001513006
$641,49357K0.01%Q1 202503
Eagle Ridge Investment Management
CIK 0001445891
$431,97946K0.04%Q4 202404
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$303,32126K0.00%Q2 202505
Sheaff Brock Investment Advisors, LLC
CIK 0001666789
$279,09625K0.03%Q1 202506
DORCHESTER WEALTH MANAGEMENT Co
CIK 0001649888
$177,53119K0.04%Q4 202407
Lindbrook Capital, LLC
CIK 0001767045
$50,0864K0.00%Q1 202508
HAP Trading, LLC
CIK 0001484972
$21,000217K0.00%Q2 202509
Cassady Schiller Wealth Management, LLC
CIK 0001904425
$10,6461K0.00%Q4 202410
Northwest Bank & Trust Co
CIK 0001936193
$5,4126000.00%Q4 202411
Sugarloaf Wealth Management, LLC
CIK 0001664864
$4,9265280.00%Q4 202412
Zions Bancorporation, N.A.
CIK 0001666757
$3,7604030.00%Q4 202413
First Horizon Advisors, Inc.
CIK 0001588539
$3,4833030.00%Q2 202514
RE Dickinson Investment Advisors, LLC
CIK 0001801241
$5756K0.03%Q4 202415
Parkworth Wealth Management, Inc.
CIK 0002026602
$264230.00%Q2 202516
Sandy Spring Bank
CIK 0001457833
$1510.00%Q1 202517
HUNTINGTON NATIONAL BANK
CIK 0000049205
$1210.00%Q1 202618
PrairieView Partners, LLC
CIK 0001726673
$020.00%Q2 202519
RMG Wealth Management LLC
CIK 0001844731
$01K0.00%Q1 202620
Householder Group Estate & Retirement Specialist, LLC
CIK 0001881590
$0200.00%Q4 2024
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