Institutional Ownership Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD). We have compiled data on the 1,286 institutions that hold shares in the stock, with a total of 1.37 Billion shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gagnon Securities LLC
|
Jan 23, 2025 Q4 2024 |
18,717
shares
|
$188,293
0.04% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
18,626
shares
|
$187,377
0.02% of portfolio
|
Q3 2024
Added 32.03%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
18,541
shares
|
$186,522
0.0% of portfolio
|
Q4 2024
Added 21.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
18,283
shares
|
$183,926
0.0% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
18,142
shares
|
$182,508
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
18,138
shares
|
$182,468
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
18,058
shares
|
$181,663
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
18,034
shares
|
$181,422
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
17,946
shares
|
$180,536
0.03% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
17,914
shares
|
$180,214
0.01% of portfolio
|
Q3 2022
Reduced 8.37%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
17,851
shares
|
$179,581
0.01% of portfolio
|
Q3 2024
Added 260.55%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
17,793
shares
|
$178,997
0.01% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
17,779
shares
|
$178,856
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
17,671
shares
|
$177,770
0.05% of portfolio
|
Q3 2022
Reduced 30.49%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
17,500
shares
|
$176,050
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
17,448
shares
|
$175,526
0.04% of portfolio
|
Q3 2024
Reduced 21.25%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
17,420
shares
|
$175,245
0.33% of portfolio
|
Q3 2023
Added 23.3%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
17,328
shares
|
$174,319
0.06% of portfolio
|
Q4 2024
Reduced 26.19%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
17,300
shares
|
$174,038
0.09% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
17,265
shares
|
$173,685
0.08% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
17,264
shares
|
$173,675
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,192
shares
|
$172,951
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
17,142
shares
|
$172,448
0.02% of portfolio
|
Q4 2024
Reduced 9.37%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,050
shares
|
$171,523
0.04% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
17,039
shares
|
$171,412
0.03% of portfolio
|
Q4 2024
Reduced 5.01%
|