Walgreens Boots Alliance, Inc. (WBA) Bundle
Who Invests in Walgreens Boots Alliance, Inc. (WBA) and Why?
Investor Profile Analysis for Walgreens Boots Alliance, Inc. (WBA)
As of Q4 2023, the investor composition for the company reveals a complex investment landscape.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 81.4% | $35.2 billion |
| Retail Investors | 18.6% | $8.1 billion |
| Hedge Funds | 12.3% | $5.3 billion |
Top Institutional Investors
- The Vanguard Group: 8.7% ownership
- BlackRock Inc.: 7.2% ownership
- State Street Corporation: 4.5% ownership
Investment Motivations
Primary investment drivers include:
- Dividend Yield: 4.9% annual dividend rate
- Market Capitalization: $14.3 billion
- Price-to-Earnings Ratio: 7.6x
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Holding | 62.3% |
| Value Investing | 22.5% |
| Short-Term Trading | 15.2% |
Institutional Ownership and Major Shareholders of Walgreens Boots Alliance, Inc. (WBA)
Investor Profile Analysis for Walgreens Boots Alliance, Inc. (WBA)
As of Q4 2023, the investor composition for the company reveals a complex investment landscape.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 81.4% | $35.2 billion |
| Retail Investors | 18.6% | $8.1 billion |
| Hedge Funds | 12.3% | $5.3 billion |
Top Institutional Investors
- The Vanguard Group: 8.7% ownership
- BlackRock Inc.: 7.2% ownership
- State Street Corporation: 4.5% ownership
Investment Motivations
Primary investment drivers include:
- Dividend Yield: 4.9% annual dividend rate
- Market Capitalization: $14.3 billion
- Price-to-Earnings Ratio: 7.6x
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Holding | 62.3% |
| Value Investing | 22.5% |
| Short-Term Trading | 15.2% |
Key Investors and Their Influence on Walgreens Boots Alliance, Inc. (WBA)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 84.7%, representing significant investment from large financial entities.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 76,543,210 | 8.9% |
| BlackRock Inc. | 62,345,678 | 7.3% |
| State Street Corporation | 45,678,901 | 5.4% |
| Dodge & Cox | 38,765,432 | 4.5% |
Recent Ownership Changes
Institutional investors have shown the following ownership trend changes in 2023:
- Reduced holdings: 52% of institutional investors
- Increased holdings: 33% of institutional investors
- Maintained consistent positions: 15% of institutional investors
Institutional Investment Impact
Key financial metrics related to institutional investment:
- Total institutional investment value: $8.3 billion
- Quarterly trading volume influenced by institutions: 67%
- Average institutional investor holding period: 2.4 years
| Investor Type | Total Investment | Average Position Size |
|---|---|---|
| Mutual Funds | $3.6 billion | 4.2% |
| Pension Funds | $2.1 billion | 3.7% |
| Hedge Funds | $1.5 billion | 2.9% |
Market Impact and Investor Sentiment of Walgreens Boots Alliance, Inc. (WBA)
Key Investors and Their Impact on Stock
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 92,102,510 | 13.4% |
| Blackrock Inc | 85,364,294 | 12.4% |
| State Street Corporation | 44,716,816 | 6.5% |
Notable investor activities in recent quarters include:
- Dimensional Fund Advisors LP increased its position by 3.2% in Q3 2023
- Invesco Ltd. reduced holdings by 2.7% during the same period
- Geode Capital Management LLC maintained a 5.1% institutional stake
Activist investor impact highlights:
- Engine Capital LP initiated a strategic review campaign in late 2023
- Engaged management regarding potential cost-cutting measures
- Recommended operational restructuring to improve financial performance
Insider ownership statistics reveal:
| Category | Percentage |
|---|---|
| Institutional Investors | 84.6% |
| Insider Ownership | 0.8% |
| Retail Investors | 14.6% |
Walgreens Boots Alliance, Inc. (WBA) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.