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 1,304 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 $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
17,346
shares
|
$176,235
0.03% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
17,328
shares
|
$176,052
0.06% of portfolio
|
Q4 2024
Reduced 26.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
17,301
shares
|
$175,778
0.01% of portfolio
|
Q4 2024
Added 522.34%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
17,300
shares
|
$175,768
0.09% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
17,264
shares
|
$175,402
0.0% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
17,192
shares
|
$174,670
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
17,142
shares
|
$174,162
0.02% of portfolio
|
Q4 2024
Reduced 9.37%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,050
shares
|
$173,228
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
|
$173,116
0.03% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
17,034
shares
|
$173,065
0.0% of portfolio
|
Q4 2024
Reduced 76.46%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
17,000
shares
|
$172,720
0.1% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
16,862
shares
|
$171,317
0.11% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
16,791
shares
|
$170,596
0.01% of portfolio
|
Q3 2024
Added 26.38%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,535
shares
|
$167,995
0.0% of portfolio
|
Q3 2023
Reduced 4.37%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
16,527
shares
|
$167,914
0.09% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
16,288
shares
|
$165,486
0.04% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
16,189
shares
|
$164,480
0.0% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
16,124
shares
|
$163,819
0.03% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
16,044
shares
|
$163,007
0.05% of portfolio
|
Q1 2023
Reduced 2.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
16,030
shares
|
$162,864
0.0% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,995
shares
|
$162,509
0.01% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
15,989
shares
|
$162,448
0.01% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
15,890
shares
|
$161,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,778
shares
|
$160,304
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
15,693
shares
|
$159,440
0.02% of portfolio
|
Q4 2024
Reduced 20.73%
|